Fundraising Operations

We partner with your team to help you maximize your resources through:

Database Assessments

Ensure that proper coding has been established to track:

Solicitor Relationships
Outstanding proposals/solicitations
Naming opportunities
Pledges and outright gifts
Pledge payment/cash flow forecasting
Prospect pipeline
…and more!

Operational Efficiency

Don’t let inefficiency jeopardize your critical fundraising goals. We will evaluate and provide clarity on operational pitfalls, including:

Data collection
Dissemination and communication of information across multiple departments (marketing and communications, fundraising, finance, etc.)
Analysis and recommended improvements to eliminate duplication of efforts across multiple system platforms, processes, and/or departments
Data integrity and collection
Standardized data-entry and coding
Key metrics including donor acquisition, growth, retention, etc.
Assessment of team skills, areas and opportunities for training and perform training as needed

Record & Usage Audit

Your records are the key to your fundraising efforts. It’s time to give them the attention they deserve.

Constituent record review, duplicate record management, relationship and household management
General record clean-up including inactive records, records with no valid address, tributes, deceased records, etc.
Review constituency codes and recommend best practices surrounding all constituency data coding
Review of addressee/salutations, recommend improvements and implement best practices
Review solicit codes and recommend donor-centric best practices

Outsourced Gift Processing & Donor Acknowledgment Processing

Management of data entry and gift processing including:

Daily gift processing and data entry the Client’s standard practices including batch entry.
Production of donor acknowledgment letters per The Client’s standard practices.
Creation of new donor records as needed including all pertinent contact information, constituent codes, relationships, addressee, salutation, address management, etc.
Review and updating of existing records to ensure notes/contact information on the check/supplemental donor information are added to the donor records.
Process gifts with special attention to donor soft credits, matching gifts, Donor Advised Fund processing requirements, and volunteer solicitor credits.
Linking Tribute donations, pledges, proposals, solicitors, appeals, etc. to ensure data integrity and accuracy of information.
Produce the commit control reports and any additional gift processing reports needed.
Produce year-end tax receipts for all donors, including the recurring gift donors as requested.

They have successfully met deadlines for two data requests from our Annual Giving Manager for our mailing and emailing lists. WE ARE SO VERY PLEASED WITH THEIR WORK. Thank you DDX!

Andrea Gonzales — Director of Database Strategy and Analytics, Craig Hospital

We Also Provide:

Fundraising Analytics

Determining the ROI of current efforts
Identifying lapsed donors, years of consecutive giving, giving by program/segmentation and more
Identify annual and planned giving societies
Set-up database infrastructure to track, monitor and report on giving societies

Modules Audit

Audit and optimize your database modules including:

Prospect Module
Events
Tributes
Planned Giving
Grants Management
and more!

Raiser’s Edge NXT Optimization

Is your database ready for the full conversion out of Raiser’s Edge database view to Raiser’s Edge NXT? Our team is here to help you by:

Reviewing coding to ensure all necessary data will be available in NXT
Optimize your infrastructure to be able to make the most of NXT and dashboard customization
Training and writing standard operating procedures
And more!

Outsourced Gift Entry

Have you had unexpected transition in your gift processing role?

Use our interim gift processing staffing, or outsource your gift processing all together.

Assessment of Gift Processing & Donor Acknowledgment Processing

Review practices surrounding gift processing and optimizing gift batching
Review mail module usage including conditional mail merge best practice recommendations, set-up of letters and training
Review and recommendation of best practices for donor advised funds, soft credits, United Way, matching gifts, etc.

Online Express, NXT & Email Communications

Review online express usage and set-up and recommend best practices
Review inactive/bounce back emails and recommend and/or implement clean-up and strategy
Optimize workflows and NXT email communications

Assessing Reporting Capabilities

Including:

Gift officer goals, portfolio management and close rate
Prospect pipeline
Financial reports
Donor giving reports
Other reports as identified during assessment

Serious About Your Data? So are we.

Connect with us to learn more.

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