Case Study: United Way Of Lethbridge & Southern Alberta achieves better donor and volunteer engagement and faster onboarding with Sumac CRM

United Way Of Lethbridge & Southern Alberta - Customer Case Study

United Way Lethbridge & South Western Alberta, a member of United Way of Canada since 1941, coordinates donations, workplace campaigns and grant distribution across the region — their Community Fund distributed over $300,000 to local groups in 2012. Managing donors, volunteers and grant processes strained their previous systems, which offered limited control over information and imposed high training time and cost for staff and administrative volunteers.

They switched to Sumac to centralize data and simplify donor and volunteer management. Sumac’s ease of use and quick onboarding reduced training time and costs, improved the organization’s ability to connect with supporters, and continued product improvements and a responsive development team have increased operational efficiency and engagement.

United Way Of Lethbridge & Southern Alberta

Jeff McLarty

Executive Director