Case Study

Increasing Workplace Philanthropy with Salesforce's Philanthropy Cloud

Empowering employees as citizen philanthropists and modernizing giving through technology at scale with United Way and Salesforce.org.

The Client

United Way — the largest privately funded, mission-driven nonprofit globally, working toward health, education, and financial stability for all people in every community. Operating across 1,100 U.S. communities and 600+ communities in 40+ countries. Reaches 60,000 workplaces with 48 million employees in the U.S.

The Challenge

United Way identified both necessity and potential to transform businesses into platforms of change, enabling employee activism. Partnering with Salesforce.org, they aimed to empower employees as citizen philanthropists and modernize giving through technology at scale.

The Solution

Salesforce.org Philanthropy Cloud — developed collaboratively, combining Salesforce.org technology with United Way's workplace giving expertise. Platform capabilities include:

BTH's contributions included: Program Management, API integration, APEX Code Development, Salesforce configurations, Quality Assurance Framework and execution, Release Management, User training and documentation.

The Results

Since the 2018 partnership announcement, Philanthropy Cloud has onboarded hundreds of organizations, including Kellogg Company (elevated Better Days commitment regarding hunger relief) and Deloitte (connected professional volunteering to corporate giving).

"Beyond the Horizon has been instrumental in our implementation and adoption of Salesforce.org Philanthropy Cloud. They have deep expertise across the Salesforce ecosystem and built critical integrations between Philanthropy Cloud and our CRM. They understand our operations and helped develop support services ensuring Philanthropy Cloud's success. They're an integral United Way team extension."

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