Targeted donor
campaigns driven by Gift Designations and giving history.

Capacity-based
segmentation using DonorSearch metrics.

100% visibility
into soft credits and influenced giving.

90% reduction
in duplicate contacts

90% faster
fundraising reporting

Executive Summary

SMASH partnered with CUBE84 to transition from DonorPerfect to Salesforce Nonprofit Success Pack (NPSP) with one clear goal: strengthen fundraising strategy through better donor insight and segmentation.

The legacy system limited their ability to target donors based on the causes they consistently supported, their giving capacity, or their influence within the network. CUBE84 rebuilt their donor intelligence architecture from the ground up, implementing structured Gift Designation tracking, custom hard and soft credit logic, capacity-based segmentation through DonorSearch, and a tailored moves management framework.

Today, SMASH runs targeted fundraising campaigns aligned to donor intent, segments outreach based on program-level giving history, and executes stewardship strategies backed by reliable data. Reporting is 90% faster, duplicates reduced by 90%, manual validation cut by 90%, and soft credit visibility is complete. More importantly, donor engagement is strategic, intentional, and retention-focused.

Who They Are

SMASH delivers tuition-free STEM education and college access programming nationwide. Their long-term impact depends on sustained donor engagement, thoughtful stewardship, and strategic major gift cultivation. Fundraising performance directly fuels program expansion.

Salesforce Solution Summary

CUBE84 implemented Salesforce Nonprofit Success Pack as SMASH’s new fundraising foundation.

The engagement included:

Full reconstruction of donor data from DonorPerfect
Structured Opportunity modeling with Gift Designations
Custom hard and soft credit bifurcation logic
Capacity and influence segmentation using DonorSearch
Tailored moves management framework
Custom Grant Seeking tracking page with milestone reminders
Custom Lightning Web Component approval workflow to prevent duplicates
Integrations with DonorSearch, Constant Contact and Fundraise Up

The system was rebuilt to prioritize fundraising intelligence and segmentation.

At A Glance

Before

After

Limited ability to segment by program interest

Gift Designations tied to every Opportunity

Generic donor outreach

Targeted campaigns aligned to specific causes

No structured capacity segmentation

DonorSearch metrics driving moves management

Limited soft credit visibility

Complete influenced giving insight

Manual stewardship planning

Data-driven moves management strategy

Beyond The Surface Problem

The visible challenge was CRM limitation. The deeper challenge was fundraising precision.

Without structured Gift Designations, SMASH could not reliably identify or segment donors based on the programs they previously supported. Major gift strategy lacked prioritization because capacity segmentation was not clearly defined. Soft credit tracking was inconsistent, leaving influence networks only partially visible. Campaign outreach therefore extended broader than necessary, and stewardship required manual review before informed action could take place.

The organization did not simply need better record management. It needed actionable donor intelligence that could guide targeted fundraising strategy with confidence.

SMASH’s Objective

Target donors based on historical program-level giving
Segment outreach by capacity and influence
Strengthen major gift cultivation through structured moves management
Increase retention through aligned stewardship
Improve grant execution efficiency
Protect long-term data integrity

Here’s How We Did It:

CUBE84 began by reconstructing donor data inside Salesforce Nonprofit Success Pack with fundraising strategy as the guiding principle.

Every historical gift was converted into structured Opportunities with clear Gift Designations. Each record now reflects the cause or program supported.

This allows SMASH to:

Target donors who consistently fund a specific initiative
Re-engage supporters aligned with past scholarship contributions
Build segmented campaigns tied to program interests

We implemented custom hard and soft credit bifurcation logic, delivering complete visibility into both direct and influenced giving. Board relationships and peer influence now inform major gift strategy.

Using DonorSearch metrics, we integrated capacity-based segmentation directly into the moves management framework. Donors are prioritized based on:

Giving history
Gift Designation patterns
Wealth capacity indicators
Influence metrics

Moves management is no longer reactive. It is structured and data-driven.

We developed a streamlined Grant Seeking tracking page within Salesforce. Milestones and reminders are embedded in the workflow, allowing the team to focus on grant writing rather than deadline tracking.

To protect the integrity of this fundraising engine, we implemented a custom Lightning Web Component approval page for contact creation. This reduced duplicate contacts by 90% and reduced manual validation time by 90%, ensuring segmentation remains reliable long term.

Transformation In Motion

Fundraising is now targeted and intentional.

Development teams segment donors based on:

The causes they consistently support
Their giving capacity
Their historical engagement
Their influence across networks

Campaigns are aligned to donor intent. Stewardship reflects program-level interest. Major gift strategy is informed by capacity and relationship visibility.

Reporting is 90% faster, allowing leadership to analyze fundraising performance without delay. Soft credit visibility is complete, strengthening influence-based cultivation.

Donor retention has strengthened because engagement aligns with demonstrated donor interests. Repeat giving is supported by structured outreach that reflects what donors care about most.

Salesforce is now a strategic fundraising platform sustained through ongoing Managed Services.

FAQs

Gift Designations are captured at the Opportunity level, allowing segmentation based on historical program-level giving. DonorSearch metrics further refine targeting by capacity and influence.

Moves management now incorporates giving history, capacity insights, and influence tracking, creating a structured cultivation path.

90% faster reporting, 90% duplicate reduction, 90% reduction in manual validation time, and complete soft credit visibility ensure data reliability.

They maintain data integrity, refine segmentation logic, and evolve reporting as fundraising strategy grows.

Streamlined donor and volunteer management with Salesforce NPSP. Enhancing nonprofit efficiency through tailored Salesforce integration.

Custom Salesforce solutions for 2X efficiency and better engagement. Enhancing user experience and streamlining core processes for CCA

Enhancing donor management and efficiency with Salesforce.<span class='font-normal block pt-2'> Discover how Salesforce can help elevate donor engagement and streamline fundraising efforts.</span>

Enhancing donor management and efficiency with Salesforce. Discover how Salesforce can help elevate donor engagement and streamline fundraising efforts.

Targeting donors by cause, capacity, and influence to drive retention and long-term mission growth