How a Boutique Wealth Firm's Platform Elevates Charitable Giving
See how a wealth management firm enhances the philanthropic funding experience and improves transparency with a Salesforce-backed app.
Company Overview
A Closer Look at the Wealth Management Firm
A boutique firm in the financial services space, the client focuses on serving high-net-worth individuals and families with personalized wealth management. Their approach blends strategic asset growth, legacy planning, and philanthropic advising—all built on deep client relationships and a commitment to long-term impact. With a reputation for excellence and discretion, they differentiate through high-touch service and tailored financial strategies.
Driving Efficiency, Transparency, and Growth in Philanthropy
The Challenge
Creating a Transparent and Tailored Charitable Giving Experience
The firm aimed to simplify charitable giving for clients aligned with specific values. Reliant on another provider’s legacy donation system led to high fees, limited flexibility, and an impersonal UX. Recognizing the limitations, the company set out to create a custom platform that could:
- Streamline donations
- Eliminate manual processes
- Offer a transparent, personalized experience
Despite in-house Salesforce skills, the complexity required a partner with deep Salesforce Experience Cloud expertise. Enter LaunchPad Lab.
The Approach
Building a Custom Philanthropic Funding Experience
Partnering with LaunchPad Lab, the firm built a philanthropic fund within Salesforce Experience Cloud.
- Client Dashboards: Donation history and profile management
- Notifications & Recommendations: Real-time alerts and giving insights
- Charity Integration: Candid API for robust charity data
- Document Generation: Donation letters and certifications within Salesforce
- Versioned Terms: Legal compliance tracking
- MFA Security: Enhanced protection via SMS
An agile, sprint-based development ensured rapid, iterative delivery. Early focus areas were Candid API integration, document automation, and compliance tracking.
Delivering a Modern, Personalized Donation Experience
The wealth management firm has a fully integrated, user-friendly platform that replaces the historic donation system with a more cost-effective and personalized alternative. The new enhancements include:
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A Seamless User Experience
Clients can explore charities, track donation history, and generate giving-related documents with ease.
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Cost Savings
By eliminating the legacy system’s transaction fees, the platform directly benefits donors through meaningful cost savings.
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Enhanced Transparency
Real-time visibility into donation history and charity information fosters trust and engagement.
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Full-Service Philanthropy
The new product extends the firm’s service offerings, reinforcing its commitment to personalized wealth management.
The Results
Driving Efficiency, Cost Savings, and Future Growth
The collaboration between the firm and LaunchPad Lab was built on strong communication and active participation. Regular QA sessions and feedback loops ensured alignment at every stage, while strategic UX design helped stakeholders visualize the product early, streamlining the development process. Additionally, security and compliance recommendations strengthened the firm’s overall security framework beyond the philanthropic fund. Since launching, the Philanthropic Fund has positioned the firm to deliver greater value to its clients.
Key outcomes include:
✓ 3-Month Build Timeline: The platform was delivered ahead of schedule, ensuring a rapid time-to-market.
✓ Efficiency Gains: Processes that once required manual intervention are now automated, reducing administrative workload.
✓ Cost Reduction: Clients save money on transaction fees compared to the previous legacy donation platform.
✓ User-Centric Design: The UX/UI improvements ensure an intuitive experience, driving higher engagement and adoption.
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