Service Overview
Our team is dedicated to helping you maximize the use of your resources while enhancing your impact on the community.
Database Management
Data analytics should be the driving force behind all strategic decisions relating to philanthropic efforts and fundraising.
We provide:
- Database audits and quality control
- Standardization of coding, data entry, and reporting
- Database conversions
…and much more
Outsourced Gift Processing
Outsourcing can help nonprofits efficiently manage donor data and gift processing, ensuring accuracy, timeliness, and a seamless donor experience.
- Daily Gift Processing: Expert handling of all gift entries, including donor credits and online donations, with prompt acknowledgment.
- Donor Acknowledgment Letters: Personalized and accurate letters that build trust and strengthen donor relationships.
- Donor Data Management: Creation, review, and updates of donor records to maintain an up-to-date and comprehensive database.
- Integrated Donor Activities: Linking donations, pledges, and appeals to ensure data integrity and effective fundraising support.
Fundraising Operations
Fundraising operations are the foundation of your advancement efforts. We partner with your team to help you maximize your resources through:
- Analyzing the data behind annual giving programs
- Creating annual and planned giving societies coding structures
- Implementing database modules and coding to track and support your fundraising initiatives
- Major Gift Officer portfolio analysis and database coding
- Prospect portfolio coding infrastructure and training
Event Data Management
Whether fundraising galas, tournaments, or donor stewardship events, your event should have a lasting impact and impression.
We provide the following support to ensure you can focus on making your event seamless and memorable:
- Event data management and entry
- Guest name follow-up, sponsor benefit follow-up, and event data tracking
- Event software coding and management
- Registration, check-in and check-out
- Event reporting and analytics
- Post-event invoicing, receipting, and data migration from your event solution to your donor CRM
Training and Consulting
Our training services are designed to help organizations optimize database use, improve operations, and achieve fundraising goals through expert guidance and tailored solutions.
- Enhance Efficiency: Save time on tasks, streamline data processes, and onboard users effectively.
- Maximize Impact: Optimize donor communication, reports, and analytics to support strategic goals.
- Database Audits: Conduct thorough reviews and implement actionable improvements for better performance.
- Ongoing Support: Offer long-term outsourced staffing solutions, including database management and cleanup.
Serious About Your Data? So are we.
Connect with us to learn more.
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