Introduction

The Climate Council stands as a powerful voice for a sustainable future - a fearless champion of the climate solutions Australia needs. Yet, like many vital nonprofit organisations, their capacity to drive this mission forward was constrained by their core technology; specifically, an inflexible and unreliable regular giving platform.

At Clara Partners, we understand that every moment spent wrestling with inaccurate data is a moment lost for advocacy. The Climate Council needed more than just a migration; they needed a renewed foundation of trust in their data to ensure their sustainable fundraising could power their critical work.

The challenge

The Climate Council faced a legacy of problematic data. A previous Salesforce migration left their regular giving program in disarray, with missed payments and inaccurate records. The team couldn’t trust the data, which created inefficiencies and workarounds.

Our solution

We stepped in, recognising the need for both expertise and empathy. Our strategic move was implementing Raisely for regular giving, a highly effective and cost-efficient alternative. Our mission: to create a seamless, live data flow into Salesforce, making it the Climate Council’s single source of truth.

The impact

• Flawless go-live: Meticulous coordination and close collaboration with partners like Raisely, MoveData and Salesfix ensured a smooth and precise transition. Not a single incorrect charge or missed donation.

• Trusted data: We restored five years of lost or corrupted donor data, meticulously gathering information to ensure their records were clean, accurate and reliable.

• Building internal strength: We provided comprehensive reports and training, ensuring the Climate Council team could independently track and manage their programs.

• Empowered donor engagement: New Raisely forms revolutionised their donor interactions with greater flexibility and functionality.