Case Study: Red Tab Foundation achieves $20K/year savings and streamlined data management with Intellistack

Centralizing Data Management with Salesforce

The Red Tab Foundation is a small nonprofit that provides emergency aid and education to roughly 1,000 Levi Strauss & Co. employees and retirees each year. With just three full‑time and six part‑time staff, RTF was juggling two separate databases for programs and fundraising, relying on manual imports/exports and spreadsheets that wasted time, introduced errors, and failed to give a single, accurate view of their data.

RTF implemented Salesforce and Formstack (Forms for Salesforce) to centralize data and automate intake with native forms for fundraising, assistance requests, and event registration. The move eliminated multiple tools and saved the organization over $20,000 annually, automated more than 750 call‑center requests, revealed new donor/grantee insights, and helped them raise $22K while increasing event attendance by 27% through streamlined, conditional registration forms.

Red Tab Foundation

Melissa Reyes

Program Coordinator and Salesforce Admin