Case Study: The Heckscher Foundation for Children achieves 75% greater grant management efficiency with Idealist Consulting

The Heckscher Foundation for Children - Customer Case Study

The Heckscher Foundation for Children, a New York-based philanthropic organization focused on youth grantmaking, was struggling with a fragmented, hard-to-use grants process. By 2015, the team was juggling MicroEdge GIFTS, Salesforce, and a shared file drive, making it difficult to manage proposals, documents, and contacts efficiently. They turned to Idealist Consulting for help building a more unified system, including Salesforce-based grant management tools.

Idealist Consulting implemented an upgraded Salesforce instance with Foundation Connect, along with Drawloop for document generation and Cirrus Insight for syncing Outlook contacts. The new setup brought everything into one place, streamlined manual work, and made document creation much faster. As a result, the Heckscher Foundation reported being 75% more efficient and able to save time and focus on more important work.

The Heckscher Foundation for Children

Indya Hartley

Grants Manager