The Virtuous Difference
- More donor engagement and increased giving
- Ability to track email open rates and deliverability
- Less time spent on manual tasks
Top challenges Harrison Memorial Hospital Foundation needed to address:
- Consolidate data that was spread across outdated and scattered systems
- See every donor interaction in one place, making it easy to connect personally at scale
- Optimize resource allocation, freeing up time for strategic initiatives and targeted donor relations
- Select a CRM partner that streamlined the onboarding process, so every team member felt confident in the system from day one
Fragmented Data That Stunted Fundraising Growth
Harrison Memorial Hospital Foundation (HMH Foundation) has been around since 2017 and long recognized the need for better donor management practices. The foundation’s data was scattered across various outdated systems, which impacted its ability to effectively manage relationships with nearly 9,000 donors.
This fragmented data setup made it harder to engage donors, making even simple tasks like sending emails and tracking donor interactions way more complicated than they needed to be. Without a unified system, donor engagement suffered. Fundraisers wasted time searching for data instead of deepening relationships.
A unified platform would allow the team to consolidate data and find better donor engagement opportunities, ensuring all members had access to the same up-to-date information. The goal was clear: streamline data management to enable more strategic, informed decision-making across the entire organization.
This is where Virtuous stepped in, providing a responsive platform to elevate organizational efficiency, collaboration, and outcomes.
“Having everything in one spot where I can click quickly [and] see everything. What emails have they gotten? What receipts have they gotten? Did they open the email? That sort of stuff has already been incredibly helpful.” — Betsy Owen, Foundation Coordinator, Harrison Memorial Hospital Foundation
Exceptional Customer & Onboarding Support That Eased Stress, Manual Workload
From the very start, the standout feature for HMH Foundation during the nonprofit CRM onboarding process was the unwavering dedication and responsiveness of the Virtuous customer support team. With Virtuous, HMH Foundation didn’t just adopt new software, it gained a partner. Expert support made onboarding smooth, easing the usual tensions that come with adopting new technology.
“[The onboarding experience] was fantastic. I honestly cannot imagine any[one] doing it better than Virtuous. It was easy. Everybody that I spoke with was so helpful.” — Betsy Owen, Foundation Coordinator, Harrison Memorial Hospital Foundation
For Betsy and her team at HMH Foundation, transitioning to new donor management software seemed daunting at first. However, the thorough and patient support from Virtuous transformed what could have been an overwhelming experience into a manageable and educational journey. They received not just technical support but genuine guidance that helped them understand and take advantage of every feature, reducing manual labor and time-wasting activities.
“The team at Virtuous was so unbelievably helpful, and when I didn’t understand something, [they] took the time to help me understand. If I had to go back to my data crew on my end, they were great about that.” — Betsy Owen, Foundation Coordinator, Harrison Memorial Hospital Foundation
A Unified Approach to Donor Personalization and Engagement
Centralizing data within Virtuous has transformed the way HMH Foundation engages with its donors, allowing them to engage at the right time, with the right message, based on donor intent. By having all donor information in one place, the foundation now has full visibility over every interaction, communication, and donation.
With the comprehensive data and intelligence provided by Virtuous, the foundation now has a clearer understanding of its donors. This insight allows them to tailor their communications more effectively, ensuring that each interaction resonates with the donors’ preferences, interests, and motivations.
“[Virtuous is] really going to help us know our donors better, just in terms of having the data and all of the past information in there… It’ll help give us talking points with people just kind of based on their past giving and things they’ve engaged with previously.” — Betsy Owen, Foundation Coordinator, Harrison Memorial Hospital Foundation
Additionally, the flexible integration features from Virtuous make sure that everyone on the team, from the Chief Strategy Officer to frontline fundraisers, has the tools to act on donor insights to drive more meaningful connections and increased giving. This keeps the whole team on the same page and well-informed, no matter what.
Interested in seeing how Virtuous can transform your donor engagement with responsive fundraising? Schedule a demo with our team.
