In This Article: Author Tasha Van Vlack

When nonprofit Henry’s Foundation launched their mental health initiative, they knew they needed a powerful CRM with fundraising capabilities

In partnership with cloudStack Services, the Henry’s Foundation built on their initiative to improve mental health for Canadians everywhere. Using the Salesforce platform Henry’s streamlined their administrative tasks and allowed their small team to accomplish their goals during a pandemic.

With a year to reflect on the partnership between cloudStack Services and the Henry’s Foundation we asked Amy Stein to provide us with one word to sum up our work together.

“Easy,” said Stein, the Executive Director for the Henry’s Foundation. And this easy and efficient partnership with cloudStack was a much-needed contrast to the challenges of launching a nonprofit 5 days before the pandemic broke in March 2020. 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 put out in 2020/2021 by the Henry’s Foundation could not have come at a better time.

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

For Stein, who moved from Henry’s corporate in to heading the Foundation’s strategic development, the value in working with the cloudStack team was evident from early in her interactions. When investigating using Salesforce for the Henry’s Foundation Stein knew that she wanted to work with a Salesforce Implementation team that really understood both the current CRM goals but also how to evolve the platform for the future. With cloudStack Stein feels that she received that smaller boutique feel that would ensure she and the Henry’s Foundation were well taken care of. The value of starting out with Salesforce and cloudStack from the very beginning has provided a significant ROI for the Henry’s Foundation. It meant for Stein that before the launch in March 2020 the entire CRM had been set up, training sessions with cloudStack team members Jack and Steve had already happened and that on the launch date Salesforce began to bring in critical data in exactly the way Stein wanted it to be collected and reported on.

For Stein, the ability to focus in on the Henry’s Foundations mission of supporting mental health improvement for all Canadians vs managing dozens of excel spreadsheets and manually creating CRA receipts immediately freed up her time for what was most important.

“Working with the cloudStack Services team was easy – their boutique approach to non-profit work left me reassured that my CRM needs and those of the Henry’s Foundation needs were well taken care of.”

Amy Stein, Executive Director For The HENRY’s Foundation

In fact, cloudStack’s unique product fundraisingManager was part of the driving force for the Henry’s Foundation to work with the cloudStack team; fundraisingManager provided an efficient and CRA compliant way to support CRA receipting. Stein knew that the background on best receipting practices had already been handled by a team of Canadian Salesforce partners and this was not an additional item she would need to manage.

As the Henry’s Foundation looks forward to the future and the growth of the organization Stein is already able to see the trend for an increased volume of smaller donations when retail stores can begin participating in fundraising initiatives. But she is also confident that with the donor management tools of fundraisingManager and the Salesforce platform that the increased data will still be manageable and flow through a system that removes most admin work for her but still support the Henry’s Foundation’s growth. And the cloudStack team is ready to support continued Salesforce configurations that keep Stein on the tasks that are most important – interacting with Henry’s Foundation partners and retail to increase donations and support the mental health of Canadians nationwide.

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