• 📍 Location: USA
• 🏭 Industry: Education & Literacy Equity
• 💼 Domain: Salesforce Nonprofit Cloud Implementation

Challenge

• Alumni giving was dropping with no way to spot who was at risk of lapsing
• Staff used spreadsheets to track pledges — leading to missed payments and no audit trail
• Impact stories from classrooms never reached donors — making fundraising appeals feel generic
• No way to connect a donor's gift to the region or school district where they actually taught

Solution

• Implemented Salesforce NPSP with Agentforce AI agents for 24/7 alumni donor support and recurring gift enrollment
• Einstein AI churn prediction flags at-risk alumni donors 90 days before expected lapse — enabling proactive outreach
• Slack integrated for regional development team alerts on fundraising milestones, major gift flags, and donor escalations
• Mailchimp connected to Salesforce for behavior-triggered alumni email journeys tied to their placement region and cohort year
• Automated recurring gift tracking with Twilio SMS nudges for lapsed alumni donors and pledge fulfillment gaps

Business Impact

• 31% more alumni donors gave again after the first year of AI-powered outreach
• 38% more recurring gifts completed after automated SMS reminders to lapsed donors
• Emails tied to alumni placement regions saw 48% higher open rates
• 65% of donor questions now answered automatically — freeing up regional staff time

Tools used

• Salesforce
• Einstein AI
• Slack
• Twilio