United Way Solutions
United Way mobilizes communities worldwide to close gaps and create opportunities for everyone to thrive. As the landscape of philanthropy and social impact evolves, United Way must stay ahead of digital trends to remain impactful. Beyond the Horizon has partnered with United Way for over a decade, and we deeply understand the unique challenges they face. It is our mission to help United Way harness powerful technology to amplify their impact and drive sustainable growth.
For over 100 years, corporate philanthropy and workplace giving has been a key fundraising strategy for the network, and it will continue to be. But, with the transition to remote work, corporate operations and employee lifestyles have transformed. As United Way evolves, the strategic importance of leveraging powerful technology cannot be overstated. Two major driving forces include the need for more authentic engagement with constituents and operational scalability.
FUNDRAISING
Integrated Online Giving, Portfolio Management, Moves Management, Campaign Forecasting, Engagement, Dynamic Reporting, Leadership Giving Management
FINANCE
Batch Processing, Adjustments, Payment Distribution, GL Reconciliation Reporting
COMMUNITY IMPACT
Inbound and Outbound Grants Management, Direct Program Delivery, Coalitions and Advocacy Building
CONTACT CENTER
2-1-1, Navigation, Scheduling, Closed Loop Referral Programs, Case Management
MARKETING + ENGAGEMENT
Automated Constituent Journeys, Enriched Profile, Intuitive Drag and Drop Template Builder
VOLUNTEER MANAGEMENT
Days of Service, Corporate Volunteering, Curated Volunteer Experiences, Community-Wide Volunteer Hub
DATA + ANALYTICS
Real-Time Analytics, Custom Reporting and Dashboards, Data Quality and Cleansing, Integrated External Data Sources
The Salesforce Platform will unlock the full potential of United Way – with multiple departments and organization wide data living in one environment. Fundraisers are forecasting and cultivating relationships in a CRM, instead of a desktop spreadsheets. Finance and Gift processing teams are empowered with Batch processing, adjustments, payment distribution and Agency payouts. Volunteers, Coalitions, Programs, Community Impact – all living under one roof and working together – where marketers are able to have all of that rich data in one centralized place at their fingertips.
“We had a vision of leveraging a powerful technology ecosystem that would grow and evolve with us. BTH gave us a strong United Way framework and the power of the Salesforce platform to bring this vision to life.”
– Lucy Downton, VP of Technology and Operations, United Way of Central Indiana