Case Study: HeritX launches a strong nonprofit foundation with Idealist Consulting and Click & Pledge

HeritX launches in 4 minutes with Idealist consulting

HeritX, a nonprofit focused on preventing inherited BRCA cancers, faced the challenge of needing robust systems to track donor relationships and process donations efficiently from its very launch. To build a strong foundation, they partnered with Idealist Consulting for a Salesforce implementation and integrated Click & Pledge for payment processing.

Idealist Consulting implemented Salesforce and Click & Pledge, which provided HeritX with seamlessly integrated tools for data and donation collection. This solution allowed the new nonprofit to immediately capture donations and constituent information at a major conference, launch a fully functional website on deadline, and establish a seamless system for building and tracking donor relationships, saving them from the growing pains experienced by other organizations.

HeritX