Case Study: Cancer Foundation for Life centralizes program and donor management with Idealist Consulting and Salesforce

Cancer Foundation for Life centralizes 15,000+ patient records with Idealist Consulting

Cancer Foundation for Life, a nonprofit providing free cancer rehabilitation, faced the challenge of managing its extensive program and donor data with an unsustainable paper and spreadsheet system across multiple locations. They engaged Idealist Consulting to implement Salesforce for program tracking, aiming to centralize their operations and gain reliable data for their research.

Idealist Consulting first helped the foundation implement Salesforce for program management in 2011. Later, they integrated the Nonprofit Starter Pack 3.0 to centralize donor management, eliminating duplicate records from a previous system. The solution provided expanded reporting and analysis capabilities, allowing the team to uncover trends in donations and physician referrals, ultimately giving them a full view of constituent engagement from program to donation.

Cancer Foundation for Life