Case Study: St. Michael’s Abbey boosts fundraising and donations with Idealist Consulting and Account Engagement

A Idealist consulting Case Study

Preview of the St. Michael’s Abbey Case Study

St. Michael’s Abbey raises 163% more donations with Idealist consulting

St. Michael’s Abbey, a Catholic monastery, faced challenges with dirty data in Salesforce and lacked the internal resources to implement their Account Engagement (formerly Pardot) platform to support an ambitious $120MM fundraising campaign for a new building.

Idealist Consulting helped migrate and clean the monastery's legacy data into Salesforce. They then used Account Engagement to gate a video series, growing the prospect list from 4,000 to 19,000. Through improved segmentation, automation, and training, Idealist Consulting helped St. Michael’s Abbey achieve a 163% increase in donations and raise 66 times their annual operating expenses.


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