Unicorn Children’s Foundation: Reducing Time Spent on Data Entry & Donation Reconciliation by 75%

The Unicorn Children’s Foundation

Founded in 1994, Unicorn Children’s Foundation is dedicated to building communities of acceptance, support and opportunity to help kids and young adults with special needs by creating and funding cradle to career initiatives. With programs such as a special needs high school, a support line to connect families with resources, and a mobile clinic, the small but mighty staff is laser-focused on their mission to support the neurodevelopmental community.

“Our staff can now easily pull meaningful data and spend more time focusing on our mission. We are thrilled with Giveffect!”

– Sharon Alexander, Executive Director

The Challenge

Prior to Giveffect, the Unicorn Children’s Foundation was using five different software systems. This left the organization with incomplete data, fund reconciliation issues, and an inefficient workflow. Specifically, the staff struggled to collect full views of volunteers and donors as they were working primarily from spreadsheets. Additionally, it was critical for their donations to be reconciled in a timely manner. Attributing donations with their previous CRM was a tedious and time-consuming task. Ultimately, they sought new nonprofit software with goals of centralizing data, automating tasks, and reconciling donations in a timely manner.

The Solutions

The Unicorn Children’s Foundation chose Giveffect, a 10-in-one connected nonprofit software, as their single source of truth.

Automating Data Entry with Smart Automation

The Unicorn Children‘s Foundation employed Giveffect‘s smart automation to quickly and efficiently log donations and volunteer sign-ups in the CRM. This allows the organization to get a full view of their volunteers and donors in real-time. Additionally, there is no longer a need to manually upload the separate volunteer and donor data.

Reporting and Reconciling for Donor Assessments: Soft Credits

The Unicorn Children‘s Foundation leveraged Giveffect reporting to efficiently review different types of donations. Now, with a couple of clicks, they can easily review soft credits. This includes access to a wealth of information. For example, who soft credits should be attributed to and how many soft credits have been made. Board members can now use this data to assess the impact of soft credits and make important decisions.

Conclusion

With Giveffect, reviewing a single soft credit report has reduced staff time spent on board donation reconciliation by at least 75%. Furthermore, with Giveffect’s fully integrated software solution, the staff at Unicorn Children’s Foundation are now empowered to pull meaningful data, create strategic communications, and spend more time focusing on their mission.