Case Study: Vanguard Charitable achieves personalized donor guidance with Slalom

Increasing donor impact through personalized guidance

Vanguard Charitable needed a CRM that could support both high-touch donor relationships and the financial requirements of donor-advised fund management and granting. Working with Slalom, the team evaluated Salesforce Financial Services Cloud (FSC) and Salesforce NPSP, but needed a solution that could better handle their nonprofit and financial use case.

Slalom implemented FSC as the core platform and built additional nonprofit/granting capabilities on top of it, including support for illiquid complex asset donations and succession plans. The result was a flexible, largely native Salesforce solution that better aligned with Vanguard Charitable’s goals of providing more guidance and stronger relationship management with donors and grantee organizations.

Vanguard Charitable

Carol Dow

Chief Information Officer