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Henry’s Foundation launches mental health initiative with powerful CRM and fundraising capabilities

The Henry’s Foundation created an initiative to improve mental health for Canadians. In partnership with cloudStack Services and Salesforce, the nonprofit streamlined its administrative tasks and gave its small team the ability to reach its big goals during the pandemic.

Founded in 2019 by the Stein Family, the Henry’s Foundation is proudly supported by the Henry’s retail organization and a network of other partners such as Kids Help Phone and With a mandate to support the improvement of mental health for all Canadians, the resources the Henry’s Foundation released 2020/2021 couldn’t have come at a better time.

When exploring Salesforce to use at the Henry’s Foundation, executive director Amy Stein wanted to work with a Salesforce Implementation team that understood the nonprofit’s current CRM goals and how to evolve the platform for the future.

By working with cloudStack Services, Stein feels she received a boutique-type service that was able to care for Henry’s Foundation’s needs. Starting out with Salesforce and cloudStack from the beginning has given the Foundation a significant return on investment.

fundraisingManager donation form being used on the website for the Henry's Foundation

Before launching its mental health initiative in March 2020, cloudStack ensured that fundraisingManager CRM was fully implemented, training sessions with the cloudStack team was underway, and Salesforce was bringing in critical data exactly the way Stein wanted it collected and reported.

It allowed Stein to free her time for what was most important: to fully focus on the Foundation’s mission of supporting people’s mental health instead of managing Excel spreadsheets and manually processing donor receipts.

“Working with the cloudStack Services team was easy,” said Stein. “Their boutique approach to nonprofit work left me reassured that my CRM needs and those of the Henry’s Foundation needs were well taken care of.”

cloudStack’s unique CRM, fundraisingManager, was part of the driving force for the Henry’s Foundation to work with the cloudStack team.

fundraisingManager allows nonprofits to efficiently process receipts that a fully compliant with Canada Revenue Agency. Stein was content knowing that best receipting practice wasn’t an additional item she would have to manually manage.

As the Henry’s Foundation looks to the future, Stein is able to forecast a growing volume of smaller donations when retail stores can begin participating in fundraising initiatives.

But she’s also confident that with the donor management tools of fundraisingManager and the Salesforce platform, the growing data will remain manageable and flow through a system that removes most admin work for her, while still supporting Henry’s Foundation’s growth.

The cloudStack team is ready to support ongoing Salesforce configurations that keep Stein working on tasks that are most important to her: interacting with Henry’s Foundation partners and retailers to increase donations and support the mental health of Canadians nationwide.

Looking for CRM support in 2022? Get in touch with our team to learn more about cloudStack’s services and our trio of products: fundraisingManagerreceiptManager and financeManager. All built on the Salesforce platform

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