{"id":19250,"date":"2024-08-13T15:09:40","date_gmt":"2024-08-13T15:09:40","guid":{"rendered":"https:\/\/teamheller.com\/?p=19250"},"modified":"2025-08-13T15:32:07","modified_gmt":"2025-08-13T15:32:07","slug":"pbs-foundation-case-study","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/pbs-foundation-case-study","title":{"rendered":"PBS Foundation case study"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19250\" class=\"elementor elementor-19250\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-618d1800 e-con-full e-flex e-con e-parent\" data-id=\"618d1800\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-718b4ee6 e-flex e-con-boxed e-con e-child\" data-id=\"718b4ee6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-101b96cb elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"101b96cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">PBS Foundation<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-eaac536 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"eaac536\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Microsoft Fundraising and Engagement Implementation Case Study<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-445cf16b animated-fast e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"445cf16b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInUp&quot;,&quot;animation_delay&quot;:600}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-50c9fa01 e-con-full e-flex e-con e-child\" data-id=\"50c9fa01\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-24aeedc6 elementor-widget elementor-widget-text-editor\" data-id=\"24aeedc6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"backgroundContent\"><p>The mission of the <a href=\"https:\/\/foundation.pbs.org\/?G-XXSNRFXMKM\" target=\"_blank\" rel=\"noopener\" aria-label=\"Visit foundation.pbs.org in new tab\">PBS Foundation<\/a> is to be a leader for philanthropic support of public broadcasting, and to ensure that PBS continues to be an excellent provider of outstanding programs and services. Acting collaboratively and cooperatively with PBS member stations, the Foundation works to secure the extraordinary funding necessary to maintain and enhance PBS\u2019s commitment to serving the American public.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2a2a86f0 elementor-widget__width-initial elementor-absolute elementor-widget-mobile__width-inherit elementor-invisible elementor-widget elementor-widget-image\" data-id=\"2a2a86f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;,&quot;_animation&quot;:&quot;slideInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1500\" height=\"844\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all\" class=\"attachment-full size-full wp-image-19251\" alt=\"A man in a gray striped shirt uses a professional camera with a large lens to take photos at an outdoor event, with a large, blurred crowd in the background.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist-300x169.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist-1024x576.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist-150x84.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist-768x432.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/pbs-heller-case-study-top-photojournalist.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-46a0c8b5 e-flex e-con-boxed e-con e-parent\" data-id=\"46a0c8b5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-20c28dfa e-con-full e-flex e-con e-child\" data-id=\"20c28dfa\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-12e19fba e-con-full e-flex e-con e-child\" data-id=\"12e19fba\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2ddf947c elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"2ddf947c\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Challenge: Leveraging fundraising data and overcoming CRM limitations<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d6beac4 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"7d6beac4\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The PBS Foundation faced a significant challenge in effectively leveraging its fundraising data. Despite using Blackbaud Raiser\u2019s Edge and Luminate Online, the Foundation found Raiser\u2019s Edge lacking in comprehensive support for their intricate moves management, relationships management, and features management needs\u2014features crucial for a successful capital campaign. This deficiency resulted in the Foundation resorting to manual processes using spreadsheets and shared drives, making it difficult to meet reporting requests from leaders and the board.<\/p><p>The manual efforts not only consumed valuable time but also introduced the risk of errors in tracking and reporting on crucial fundraising details. Recognizing the need for a more modern and robust Customer Relationship Management (CRM) system, the Foundation set a goal to streamline the collection of donation information and enhance the storage and utilization of fundraising data to enable more strategic engagement.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7a2919b6 e-flex e-con-boxed e-con e-parent\" data-id=\"7a2919b6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-28d29b76 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"28d29b76\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Solution: Microsoft Fundraising and Engagement (F&amp;E) implementation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-52dae0f elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"52dae0f\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">The PBS Foundation turned to Heller Consulting for a solution. Heller worked closely with Foundation stakeholders to assess various CRM options suitable for nonprofits. Through a meticulous evaluation process, <a href=\"https:\/\/teamheller.com\/what-we-do-technology-strategy\/implementation\/microsoft\">Microsoft Fundraising and Engagement (F&amp;E)<\/a> emerged as a strong contender, aligning well with PBS's significant investment in the Microsoft Platform.\n<\/br><\/br>\nHeller Consulting, now serving as the Foundation's implementation partner for F&amp;E, undertook the task of installing and configuring the CRM to meet the Foundation's Minimum Viable Product (MVP) requirements. The team also facilitated the mapping and migration of existing Raiser\u2019s Edge data to F&amp;E, ensuring a smooth transition to the new system. \n<\/br><\/br>\nBeyond the technical implementation, Heller Consulting is actively involved in defining processes for the new solution. The team is assisting the Foundation in outlining a forward-looking campaign and designation structure tailored to the requirements of their long-term capital campaign. Notably, Heller is addressing the specific needs of planned giving and principal and institutional giving\u2014key components of the Foundation's fundraising efforts.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-53769904 e-flex e-con-boxed e-con e-parent\" data-id=\"53769904\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-584ef185 e-con-full e-flex e-con e-child\" data-id=\"584ef185\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-56314756 e-con-full e-flex e-con e-child\" data-id=\"56314756\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8ed62f5 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"8ed62f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Result: Streamlined processes and enhanced fundraising\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-73d1c39 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"73d1c39\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<section id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" class=\"sc-dWrMgH cCUotd ripley__Block--block__fw scrolling-down in-viewport\" tabindex=\"-1\" role=\"presentation\" data-foleon-id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" data-testid=\"@foleon\/maggie-viewer_section-component\"><div class=\"sc-fpiMtx fYaMvU ripley__Block--wrapper-inner\"><div class=\"sc-gEzdvI exiEEL im-row\"><div class=\"sc-hYAvtR eVSuna im-column\" data-testid=\"@foleon\/maggie-viewer_column-component\" data-foleon-id=\"a42ef382-84fd-4fff-9e7b-1a78aecd3ef5\"><div class=\"im-column-inner\"><div class=\"sc-bOdrWM jAnukA\"><p>The implementation of Microsoft Fundraising and Engagement by Heller Consulting promises transformative results for the PBS Foundation. The shift from paper-based processes to a comprehensive CRM system allows for real-time access to all fundraising information.<\/p><p>Gift officers no longer need to rely on manual data entry; instead, they can input information directly into the system, reducing the risk of errors and streamlining the entire process.<\/p><\/div><\/div><\/div><\/div><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5e829c7a e-con-full e-flex e-con e-parent\" data-id=\"5e829c7a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-7393aa6c e-con-full e-flex e-con e-child\" data-id=\"7393aa6c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-326defa1 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"326defa1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to Get Started?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-48fcab84 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"48fcab84\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If you\u2019re a nonprofit organization or education institution and you need help with your technology project, get in touch!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-456cf257 elementor-align-justify elementor-widget__width-initial elementor-invisible elementor-widget elementor-widget-button\" data-id=\"456cf257\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:600}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-72b73c79 e-con-full e-flex e-con e-child\" data-id=\"72b73c79\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Explore how the PBS Foundation modernized its fundraising operations by implementing Microsoft Fundraising and Engagement. Learn how Heller Consulting helped streamline donor management, enhance campaign tracking, and enable real-time access to fundraising data for strategic engagement.<\/p>\n","protected":false},"author":39,"featured_media":19251,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[121,350],"tags":[665,681,666,682,667,683,668,684,669,685,670,686,671,687,672,673,423,674,425,675,511,676,572,677,574,678,653,679,664,680],"ppma_author":[474],"class_list":["post-19250","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft","category-case-studies","tag-microsoft-fundraising-and-engagement","tag-nonprofit-constituent-management","tag-fundraising-data-strategy","tag-nonprofit-crm-consulting","tag-nonprofit-moves-management","tag-nonprofit-crm-integration","tag-capital-campaign-crm","tag-nonprofit-crm-transition","tag-planned-giving-software","tag-nonprofit-crm-modernization","tag-institutional-giving-tools","tag-nonprofit-crm-mvp","tag-nonprofit-data-migration","tag-nonprofit-crm-best-practices","tag-crm-for-philanthropic-organizations","tag-nonprofit-engagement-platform","tag-nonprofit-digital-transformation","tag-fundraising-automation","tag-crm-for-nonprofits","tag-donor-relationship-management","tag-nonprofit-crm-evaluation","tag-nonprofit-reporting-tools","tag-nonprofit-crm-implementation","tag-crm-for-public-broadcasting","tag-donor-management-system","tag-nonprofit-gift-processing","tag-nonprofit-crm-customization","tag-nonprofit-campaign-management","tag-pbs-foundation","tag-nonprofit-donation-tracking"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>PBS Foundation case study - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Explore how the PBS Foundation modernized its fundraising operations by implementing Microsoft Fundraising and Engagement. 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