Case Study: Fund for Public Health in NYC streamlines complex data relationships with Salesforce and Idealist Consulting

Fund for Public Health in NYC manages $450 million in funding with Idealist Consulting

The Fund for Public Health in NYC (FPHNYC), a nonprofit facilitating public health partnerships, struggled to manage complex data relationships across donors, grants, and projects using a combination of Raiser’s Edge and spreadsheets. Their system lacked flexibility, made searching by project area difficult, and hindered partnership development. They partnered with Idealist Consulting to implement a customized Salesforce solution.

Idealist Consulting built a tailored Salesforce system that could track and link different record types, enabling powerful cross-category searches. This allowed FPHNYC to swiftly see all funders for specific initiatives. The solution proved invaluable during the COVID-19 outbreak for tracking new efforts and donors. The migration resulted in a secure, centralized institutional record accessible to the entire team, ensuring continuity and informed action.

Fund for Public Health in NYC (fphnyc)