Technology transformation and change management help non-profit organisation reach donors and improve fundraising

United Way of Greater Toronto (UWGT), which has been mobilising volunteers and resources to help those in need since 1973. Despite its long-standing success, the organisation was losing market share to competitors, making it harder to meet its mission. With an existing relationship with Protiviti, UWGT reached out for help to revamp its legacy donation platform by focusing on technology, functionality, and donor experience.

UWGT’s legacy donation platform, @work, introduced in 2012, was leveraged successfully by the organisation’s corporate partners to accomplish their employee fundraising goals. But over the years, as the platform’s technology aged, several new corporate social responsibility (CSR) and environment, social and governance (ESG) platforms were introduced into the workplace. Many of UWGT's corporate partners adopted these new platforms to meet broader needs and provide better user experiences. With this change in how employees were making donations, UWGT began losing direct access to donor data, creating barriers to making the donor experience meaningful. The new CSR and ESG platforms created consolidated "anonymous" data from corporate partners, posing a significant challenge for an organisation built on personally connecting with donors to show how their contributions directly impact their local communities.