Case Study: Tahoe Fund saves time and money with Click & Pledge and Salesforce

Tahoe Fund saves time and avoids a part-time employee with Click & Pledge

The Tahoe Fund, an environmental preservation nonprofit, faced the challenge of needing a streamlined online donation solution that could track contributions to specific projects while avoiding the high fees and manual data entry of their previous system. They sought an affordable, cloud-based platform integrated with their Salesforce CRM, leading them to partner with the vendor Click & Pledge.

Click & Pledge implemented a customizable donation form integrated with Salesforce, which allowed donors to specify their project of choice and eliminated the need for manual data entry. This solution provided the Tahoe Fund with significant time and payroll savings, with staff estimating the system performs the duties of a part-time employee. The vendor Click & Pledge enabled the nonprofit to efficiently manage all fundraising data in one accessible place.

Tahoe Fund