All quotes attributed to: Imtiaz Tufail, McGrath Foundation Enterprise Applications & Data Manager

About the McGrath Foundation

The McGrath Foundation is an Australian charity founded in 2005 by Jane McGrath, wife of former Australian cricketer Glenn McGrath, following her public experience with breast cancer and the impact of her own breast care nurse. Jane’s vision changed cancer care forever, with the Foundation raising money to fund McGrath Cancer Care Nurses right across Australia and deliver world leading cancer nursing services to support people and their families through cancer. Initially focused on breast cancer, the McGrath Foundation has expanded its care to support individuals with any type of cancer, broadening its impact and reach. The Foundation has placed 261 McGrath Cancer Care Nurses across Australia and supported more than 150,000 families.

The Challenge

The McGrath Foundation relies on the generosity and support of its donors to help fund McGrath Cancer Care Nurses across the country and provide vital care for people experiencing cancer. As the Foundation has grown, so has its donor database. There was an increasing need for a single platform to seamlessly manage vital donor data, provide personalised donor experiences, handle high volumes of recurring transactions, and reduce manual administration.

Why Payments2Us?

McGrath Foundation prioritised three main requirements in their search for a solution:

• Salesforce Native allowing for customisation: As the Foundation was already using Salesforce, a native solution was essential to ensure that its team could continue using a familiar platform. Payments2us is fully Salesforce-native and allows for extensive customisations using tools like flows, validation rules, and custom fields. This flexibility enabled the McGrath Foundation to design tailored solutions that aligned with their evolving and growing needs enabling its team to quickly adapt to changing requirements, streamline donor management, and continue providing personalised donor experiences.

• Ability To Migrate Regular Donors: The new app needed to be fully compatible with the McGrath Foundation’s existing payment gateway. This compatibility was crucial to retain its established donor base without disruption. With Payments2us supporting over 50+ payment gateways, the migration process was seamless.

• Local Support: Reliable local support was crucial for quicker response times and better alignment with the Foundation’s operational hours, ensuring issues were resolved promptly and efficiently.

They selected Payments2Us, which offered flexible fundraising options, automation tools, and an integrated Salesforce environment to meet their evolving needs.

“Payments2Us was the obvious choice. It stood out in all departments, and we just looked at the features and took a decision,”

Simplifying Telemarketing & Face-To-Face Data Entry

As a nonprofit that relies heavily on diverse fundraising efforts, including telemarketing and face-to-face campaigns to acquire new donors, the McGrath Foundation now benefits from Payments2us’ simplified import files functionality which allows them to upload and process donor data from various sources, such as spreadsheets, telemarketing systems, and face-to-face data collection platforms.

“With Payments2Us, the time saved has been incredible, freeing up our team to focus on more strategic tasks.”

The McGrath Foundation has saved significant time by eliminating manual data entry through Payments2Us’ robust de-duplicate management feature which automatically checks for duplicates based on first name, last name, and email, seamlessly associating recurring payments with existing donor records.

Annual Tax Receipts Automated with Payments2Us, Saving Time and Reducing Costs

With Payments2Us, the McGrath Foundation successfully brought their annual tax statement process in-house. With Payments2Us' advanced mail merge tool, the McGrath Foundation team now effortlessly generates personalised receipts, providing each supporter with accurate and customised details of their contributions. This streamlined automation not only ensures timely acknowledgments but also significantly reduces administration.

The Impact: Increase in Team Efficiency

By transitioning to Payments2Us, the McGrath Foundation has achieved a significant boost in team efficiency, thanks to the simplification and automation of critical processes such as importing offline donation data, de-duplicating records, and managing card declines. This new approach has empowered the team to focus on higher-value activities, including developing innovative engagement strategies and adapting campaigns based on direct donorfeedback - opportunities that were previously limited.

“Our team knows that customisation is possible, so they’re more open to providing feedback and ideas.”

Wrapping up

With Payments2Us, the McGrath Foundation has transitioned to a solution that offers the flexibility, efficiency, and donor-centric capabilities they need to continue their impactful work. The seamless Salesforce integration and dedicated local support provided by Payments2Us empowered the Foundation to better serve its supporters and prepare for future growth.