• "Since the implementation of Exceed! Premier, we estimate a savings of anywhere from five to ten hours a week on administrative tasks associated with fundraising and donor management,"

    Sara Matson, Development Director of Habitat for Humanity Greater San Francisco

The Organization

Habitat for Humanity Greater San Francisco (HHGSF) is a volunteer driven organization whose mission is to provide affordable ownership housing for low-income families and individuals in the city of San Francisco. HHGSF volunteers work alongside families in need of adequate housing to build and renovate homes.

HHGSF successfully finished its first home renovation in 1996 and since then has completed a total of 11 homes in one of the most expensive housing markets in the United States. Continuing its mission, HHGSF recently embarked on its largest project ever to build eight condominiums housed in a five-story structure. The ambitious project will be HHGSF's largest to date and when completed is expected to be the tallest Habitat structure built anywhere in the world!

The Problem

The success of Habitat for Humanity Greater San Francisco is highly dependent on support from local businesses, individual donations of money and material, and volunteer labor. HHGSF staff are faced with a unique challenge to not only manage the various activities and projects taking place on any given day, but also to keep track of its vital donor and volunteer information.

Historically Habitat for Humanity Greater San Francisco managed these functions through a software program created by Habitat International. Initially, the program addressed the organization's needs. However, HHGSF was growing fast and with that growth came new volunteers and an expanding range of operations. With no technical support and often outdated user manuals, HHGSF staff resorted to managing and tracking housing projects, donor, volunteer and family information in disconnected—and often paper-based—ways.

"We quickly recognized that while Habitat for Humanity Greater San Francisco staff were very efficient within their own projects, we weren't taking advantage of the vast amount of intelligence we gathered on donors and volunteers. As a result, we were not leveraging the full value of the relationships with our constituents, due to these inconsistent methods of gathering and maintaining that valuable information," recalled Sara Matson, Development Director of HHGSF. "Furthermore, we were limited in our ability to attract and retain new donors largely because we could not analyze the effectiveness of the organization's previous campaigns and special events."

"Habitat for Humanity Greater San Francisco can run reports that analyze a fundraising campaign based on specific criteria such as geographic location."

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The Solution

Two years ago, Habitat for Humanity Greater San Francisco implemented Exceed! Premier, a desktop donor management software solution, to streamline the organization's operations. Exceed! Premier provides HHGSF staff with a centralized database to organize its most critical information in a consistent and easy-to-understand format. As a result, HHGSF is not only managing its most critical donor history and preferences, but also its volunteers to better understand their unique skills and interests. Additionally, with Exceed! Premier, HHGSF is equipped to manage information on families interested in applying for home ownership and those families that have applied.

Because Exceed! Premier captures vital information about and links between donors, volunteers, corporate sponsors and foundations, HHGSF can now streamline and target mass mailings, resulting in more consistent and effective communications. Most importantly, Habitat for Humanity Greater San Francisco is better equipped to run reports on its fundraising campaigns, mailings and special events in order to track the organization's fundraising success. For example, HHGSF can run reports that analyze a fundraising campaign based on specific criteria such as geographic location. Finally, because Exceed! Premier integrates with QuickBooks®, HHGSF can seamlessly transfer gift, pledge and grant information between the two programs—saving time and reducing inaccuracies associated with duplicate data entry.

The Result

Using Exceed! Premier, Habitat for Humanity Greater San Francisco is saving time on tasks associated with managing donor, volunteer and grant information and is leveraging the additional time to develop stronger relationships with its many constituents. Today HHGSF is seeing a dramatic increase in financial support and an increasing willingness of volunteers to support the organization, allowing HHGSF to expand building projections.

"Since the implementation of Exceed! Premier, we estimate a savings of anywhere from five to ten hours a week on administrative tasks associated with fundraising and donor management," added Matson. "As a result we have more than doubled our staff's operating efficiency and have been able to spend more time focusing on Habitat for Humanity Greater San Francisco's primary mission."