Case Study: William Penn Foundation modernizes grantmaking and cuts costs with Exponent Partners

William Penn Foundation saves over $40K annually with Exponent Partners

The William Penn Foundation, a philanthropic organization funding nonprofits in the Philadelphia area, faced significant limitations with its Salesforce grantmaking system due to the foundationConnect package. This resulted in a confusing user experience for both staff and grantseekers and prevented further innovation. Partnering with implementation vendor Exponent Partners, the Foundation sought to re-launch its Salesforce platform to overcome these constraints and modernize its operations.

Exponent Partners executed a detailed plan to remove the foundationConnect package, replacing it with custom-built solutions on the Salesforce platform. This involved rebuilding application forms with Flow and reimagining key processes. The results were a dramatically improved system featuring a more functional grantee portal, a better user experience, and a streamlined payment scheduling process. The project also yielded a measurable impact, saving the William Penn Foundation over $40,000 in annual licensing costs.

William Penn Foundation