Our communities need United Way. Across the network, you are doing important, meaningful work every single day. But right now, the teams doing that work — finance, RD, marketing, community impact — are connected by workarounds and spreadsheets, not by your systems. Twelve years working alongside these teams taught us what’s possible when you connect them. So we built it.
We’ve been in the room with your finance teams reconciling payroll deductions. With your RD teams trying to make donor data actionable. With your marketing teams constrained to “batch and blast” email sends. With your CI teams operating in a separate world, unable to access campaign data or to return outcome data to the RD and marketing teams.
That experience — across every operating area of United Way — is what no other firm has. And it’s why we were able to build something no other firm could: a platform that finally connects the work all of these teams are doing.
Twelve years of being in the trenches with you.
Innovation that lifts communities. Technology that lifts United Way.
What if you could personalize every donor’s experience based on what they actually care about? What if you could engage designated donors according to their passions and interests? What if every donor could see exactly what their investment accomplished, the ground-truth impact that only United Way can provide? What if your 211 community needs data could drive campaign design and rapid response in real time? What if every team in your organization — finance, RD, marketing, community impact — was finally working from the same platform?
That’s what the platform for United Way does. Four apps, built on Salesforce, each one designed to stand on its own or work together. Your starting point depends on your market, your priorities, and where you are right now.
Workplace campaigns carry complexity that standard fundraising platforms weren’t designed for — multi-employer batch entry, payroll deductions, bulk-payment distribution, adjustments, fees, and agency payouts. Add to that Donor Networks, Where-Raised reporting and Agency portal - Campaign Operations handles it end-to-end on Salesforce, purpose-built for how United Way campaigns actually work.
Every designation tells you something about what a donor cares about — even pass-through gifts to outside nonprofits. Donor Intelligence captures those signals alongside event attendance, volunteer activity, and stated preferences to build scored cause affinity profiles. The result: personalized engagement that deepens relationships with every donor, regardless of where they direct their giving or where they work.
Your programs create real outcomes. Community Impact makes them traceable — and flexible. Whether you’re running bold goal initiatives with coalition partners, delivering direct services, or activating rapid community response, the platform supports the impact model your community needs. Every dollar is traced from campaign through fund allocation to program results. When a corporate partner asks what their investment accomplished, the answer is documented — not estimated.
Millions of calls, texts, and chats flow through 211 every year — the only real-time, ground-truth signal of what communities actually need. 211 Pulse surfaces trends by geography and cause area and detects emerging crises before they peak. When needs spike past a threshold — a housing crisis, a disaster — it flags the signal and gives your team the data to launch a rapid response campaign in real time. Strategic deployment of 211 data becomes a core differentiator for United Way.
Every United Way is different — and the platform is built for that. Need to modernize campaign processing first? Start with Campaign Operations. Want to innovate on your community impact model before touching your campaign engine? Start there. Don’t have access to 211 data in your market? No problem, loop back if or when you do.
The movement to the future is in full-swing within United Way - the platform meets you where you are in terms of the phasing of your strategy and budget. Features and data get richer as you grow into it.
The platform for United Way is built on Agentforce Nonprofit — Salesforce’s purpose-built CRM for nonprofit organizations. That means you’re not just getting BTH’s apps. You’re getting access to the full Salesforce ecosystem: workplace engagement and volunteering through partners like GoodWorld, plus program management, grantmaking, case management, events, and hundreds of AppExchange solutions depending on your strategy and needs. BTH extends that foundation with the business logic, inter-department connectivity, and intelligence that make it all work for United Way.
If your current platform has you feeling painted into a corner, this is what the other side looks like. A foundation you can take anywhere your mission needs to go — today and whatever comes next.
More about our Salesforce & AI practice →BTH built Empower Pack on Salesforce’s Nonprofit Success Pack — the platform tens of thousands of nonprofits have trusted for nearly two decades. It handles the full complexity of United Way campaign processing, and it remains in active service across our client base.
Our newest apps — Campaign Operations, Donor Intelligence, Community Impact, and 211 Pulse — are built on Agentforce Nonprofit, Salesforce’s next-gen nonprofit platform. Each market’s journey is different – talk to us about your objectives, we can meet you where you are.
Need ongoing support? See our Managed Services →Whether you’re exploring new capabilities, thinking about what AI means for your campaigns, or just want to talk about where your technology can go next — we’ve been doing this long enough to have a conversation grounded in your realities.
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