Human & Social Services

Taking care of people — in times of crisis, in times of need — is a high calling. It's an honor to play some small part through our work with human and social services and religious organizations. We also recognize that these organizations face particular challenges and circumstances in their fundraising efforts. Some of the particular needs we keep in mind when working with such clients include:

  • Your fundraising often centers on substantial direct mail efforts. You need to easily segment your prospects in your donor database and generate mailing lists that get the right piece of mail to the right person, and no mail to some.
  • You may use acquisition lists to augment your own prospect and donor files. When someone “converts” to a donor, you need a smooth process for entering them in your system.
  • Working with mailhouse to merge/purge your lists and generate your mailings requires a high degree of efficiency and accuracy.
  • With all this effort, you want clear, easy-to-produce reporting on which mailings and lists are effective and which aren't so you can adjust your strategies.
  • In addition to direct mail, you're cultivating major and planned giving prospects and may be coordinating intensive special events.
  • Funding your programs may be a bit of a “hand-to-mouth” affair, and you need clear insight on your cash flow. Knowing when your gifts will be coming in can be critical.

Case Studies

Wisconsin Evangelical Lutheran Synod

WELS had purchased Raiser's Edge in the late 90's and had suffered a failed implementation. In 2002 they contacted Heller, looking for a fresh approach to their shelved RE software. World headquarters for WELS supports a variety of fundraising in various locations, and having worked from a customized database their needs were complex. We took them through a unique implementation with integration to their centralized mission and administrative database. Our flexibility and professionalism in that project led them to return to us for a second project bringing several affiliated schools on line to use the central Raiser's Edge system.

American Red Cross - Bay Area Chapter

The Bay Area Chapter of the American Red Cross (ARCBA) is the fifth largest of hundreds of chapters nationwide. Heller Consulting has been supporting their fundraising technology and operations through strategic engagements for over five years. ARCBA raises significant annual funds through their direct mail, individual major gift and institutional giving initiatives. Additionally, they are a primary recipient of unanticipated donations during national and international disasters. These donations cause sizable fluctuations in their data processing and management needs, requiring that their business processes be clear, concise and scalable. Heller's initial engagement with ARCBA in late 1999 was to "rescue" a failing donor database conversion. As part of this project, Heller successfully managed the conversion of ARCBA's data, streamlined their then-complex donor and gift processing methods and implemented efficient donor acknowledgment processes. In subsequent projects Heller has: developed monthly reconciliation processes between Development and Accounting, designed major donor cultivation and reporting practices, integration of data received monthly from National Headquarters, performed major upgrades to their fundraising software and modified their business processes as their needs and available technologies have evolved. We have most recently provided them with interim database management and development operations guidance during significant staff transitions.

Catholic Charities of the Archdiocese of Boston

CCAB has an interesting history as a charity- they are one charitable entity which used to be several different charities.  With fundraising staff at each site, they struggled to have all sites effectively use one centralized RE database.  The issues were more than technical - they were cultural.  We did a complete assessment of the central office and each site and then made recommendations for changes in staffing, the database and processes.  Then, with a diverse task force, Heller lead CCAB through a successful process to build consensus and re-design their Raiser's Edge system and processes to better support the sites and central office.  We finished this comprehensive project in the CCAB's tight time frame and within budget. The various task force members expressed pleasure at Heller's professionalism and effectiveness, a sign of both the technical and cultural success of the project.