Workflows Used
Organization Background
The YMCA of Pierce and Kitsap Counties is dedicated to promoting youth development, healthy living, and social responsibility. With nine locations and several additional facilities, the organization delivers a wide range of programs and services that help youth realize their potential, provide opportunities for families to connect, and strengthen the community. To support its mission and continue offering these valuable services, the YMCA relies on the generosity of volunteers and the financial contributions of its donors.
Challenges
Managing data across a large and complex organization made it difficult for the YMCA to efficiently maintain donor and member information within Raiser’s Edge NXT.
Complex Membership and Donor Data Management
The organization serves more than 100,000 members and employs over 500 staff. Not all members are donors, making it challenging to effectively manage and track relationships within Raiser’s Edge NXT.
Time-Consuming Import Processes
The YMCA was spending too much time using the native Raiser’s Edge NXT import tool, reducing efficiency and creating additional administrative work for staff.
Difficulty Combining Data from Disparate Systems
The organization was unable to get all of its necessary data into Raiser’s Edge NXT from its disparate databases, limiting visibility into member and donor relationships.
Solution
To improve efficiency and gain a more complete view of its supporters, the YMCA implemented ImportOmatic and List Management within Raiser’s Edge NXT.
Accelerated and Simplified Data Imports
ImportOmatic streamlined the import process, reducing the time required to bring data into Raiser’s Edge NXT while helping prevent duplicate records.
Managed Non-Donor Members More Efficiently
List Management enabled the team to manage members who had not yet donated without requiring an upgraded Raiser’s Edge NXT subscription or inflating record counts.
Combined Data for a More Holistic View of Supporters
The solutions allowed the YMCA to combine data from disparate systems, streamline gift entry processes, and better understand which members were also donors.
Results
By implementing ImportOmatic and List Management, the YMCA of Pierce and Kitsap Counties saved time, reduced staff costs, and improved its ability to cultivate donor relationships.
Reduced Administrative Time and Staff Costs
The team is saving time on imports, annual campaign creation, and payroll processes. These efficiencies translate directly into staff cost savings and allow more resources to be devoted to the organization’s mission.
Improved Data Quality and Gift Processing
Because the import process is significantly faster, gifts can now be imported monthly, and duplicate gifts created by the native import tool are no longer a concern. The team can also replicate proven data processes for future campaigns while maintaining clean, high-quality data.
Enhanced Member and Donor Engagement
List Management allows the YMCA to maintain all member records within Raiser’s Edge NXT and create targeted appeals based on specific criteria. The organization can now clearly identify which members are donors, cultivate those who are not yet giving, and create better experiences for both members and supporters.
Chat with other like organizations to see how they’ve benefited. I’ve had several calls with other YMCAs who want to see how we’re using the Omatic tools. Do a demo, so you can see it in action. Once you consider the amount of time tasks are taking now, you’ll realize how much time you can save.
Sarah Homan
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