HelpAge India Generates Instant Fundraising Reports, Streamlines Donation Processes
 
 

HelpAge India Generates Instant Fundraising Reports, Streamlines Donation Processes

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HelpAge India is a secular, not-for-profit organization that provides support, advice, and medical assistance to elderly people in India. Established in 1978, the organization raises money and provides resources through various interventions, including a range of services and programmatic interventions, advocating policy changes with national and local government; raising awareness of the concerns of the aged, promoting better understanding of ageing issues in society; and helping the elderly become aware of their rights, so they can play an active role in society.

Headquartered in Delhi, the organization has 33 offices across major cities in India, such as Mumbai, Kolkata, and Chennai, and it has more than 700 employees, including approximately 100 fundraisers.

 
 

 
 

Challenges

A word from HelpAge India

  • “Oracle CRM On Demand has helped streamline our processes and enabled greater transparency within the organization. Standard procedures are now being followed organizationwide, and we keep more detailed information about donors and donations, which will enhance our fundraising capabilities.” – Baljeet Asthana, Director – IT, HelpAge India

  • Streamline standard procedures, such as recording the correct donor information, across geographically dispersed locations
  • Create a central database to record detailed donation information that is accessible to fundraisers and managers across the organization
  • Ensure opportunities for fundraising or cross-selling are not missed and that customer data is not lost
  • Perform real-time, detailed analytics on the type of donations received, donor preferences, and how fundraising can be more effectively targeted
  • Improve relationships with donors by better understanding and responding to requests and preferences

Solutions

Oracle Product and Services

  • Allowed fundraisers and managers to see real-time information regarding donors and their donations, such as contact details or the status of the donation, by integrating the information in a single database
  • Enabled regional and senior managers to instantly generate fundraising activity reports, detailing fundraising information, such as donations received, rather than relying on a time-consuming, monthly, manual reporting process
  • Provided fundraisers and other staff interacting with donors with accurate and timely information, such as when a donation is processed and the check is cleared by the bank
  • Enabled fundraisers to target fundraising initiatives more efficiently and improve the image of the organization by providing up-to-date account information, such as whether or not a different branch of the same company had already been approached, helping fundraisers collaborate with each other more effectively and increase productivity
  • Ensured critical customer data, including contact details, is not lost when a fundraiser leaves the organization, by capturing the information in an accessible integrated database and building an institutional memory
  • Built better relationships with donors and responded more effectively to their requests and preferences, such as whether they would like to receive tax exemption certificates via post or e-mail, by recording this information in the integrated system and automatically generating digitally signed certificates to those who preferred them
  • Saved time and costs, and reduced paper consumption and carbon footprint, by using
  • e-mail to send information to donors if requested, rather than printing out letters
  • Explored opportunities for cross- or up-selling, such as sending information to donors on new projects they might want to donate to
  • Improved donor relationships by enabling donors to submit requests, such as asking for information regarding their donation, using the HelpAge India Web portal, which is more convenient and allows the donor to see that their request has been completed
  • Increased organizational transparency by providing managers and other staff members with a record of customer requests made through the HelpAge India Web portal and the members of staff who dealt with them
  • Laid the foundation to perform detailed analytics on information provided by fundraisers, such as donors’ locations and nationality, their Foreign Contribution (Regulation) Act status, and the causes in which they are interested