A disjointed and antiquated technology ecosystem was not able to deliver the fast-paced and flexible experience that was needed during a period of significant growth. Rather than focusing on value creation, significant teams and leadership resources were being misallocated to developing workarounds to business process inefficiencies.


We built out the following:

  • A centralized Salesforce instance to track data from all departments and multiple locations
  • Related all constituent data to single contact, to have every programs most important information available easily
  • Advanced security settings to ensure that only the correct teams had access to sensitive data
  • Automations that mirrored the desired business processes, reducing the number of required steps by half
  • Integrations with tools that allowed email marketing, form submissions, donations, files, and text messaging to seamlessly push/pull data to/from Salesforce
  • Streamlined donor management and engagement tools.


SEO now has a unified system with Salesforce as the hub and single source of truth. All team,s are able to share and collaborate on their constituents, allowing the journey from high school to alumni and donor to be seamless for all concerned. Since the updates the fundraising and development teams have been able to exceed their gala’s ‘reach’ goal at least a month prior to their last four gala events!


“Idlewild have saved us so much staff time, we have finally been able to hire a butler for our ED!”

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