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CASA North Carolina

CASA North Carolina provides access to stable, affordable housing for people who are homeless or at risk by developing and managing rental communities.

Challenge

When CASA North Carolina began fundraising several years ago, they had a donor database that didn’t meet their needs. Specifically, they couldn’t track moves management notes for donors and prospects.

“We were also unhappy with the options for tracking volunteer activity and couldn’t collect the information we really wanted about the people who support us,” said Kim Westermann, the Annual Fund & Communications Manager at CASA. “We were also using an external email service and the way it integrated with our database was clunky and often inaccurate.

Solution

CASA switched to Bloomerang in late 2015 and they’re now using it to track volunteer and fundraising efforts.

“The custom fields were a big draw to Bloomerang, because we saw that we could design the database to collect and report on the information we really needed. We were also excited that the database is hosted online so our staff could access it from anywhere.”

Results

“The email service is a huge improvement – our emails look better, are far easier to create, and have fewer html/design issues. We can also trust that our emails are only going to the people who want them. Overall, Bloomerang is easier to use than any other database I’ve seen on the market.”

“The ability to easily track interactions has really changed the staff’s attitude about properly documenting relationships with key stakeholders. The improvements to our online giving forms and acknowledgments were also an essential change we had to have in place before we could even think about trying to grow a monthly or online giving program.”

“Our staff can now track every interaction we have with donors, prospects, and volunteers. For an agency that is young in its fundraising efforts, this has been a critical improvement that is helping us build long-term relationships with supporters.”