realize your organization's impact.

Data driven solutions making your dollar go further

“Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects.” -Dalai Lama

ABOUT ME

Tricia Marsherall

Founder & President

Tricia founded Marsherall Partners in 2016 to help organizations analyze and leverage their data to make a bigger impact on the communities they serve. She specializes in data analysis to determine inefficiencies in workflow, identify opportunities to improve return on investment, cost of raising a dollar and community impact of philanthropic efforts.  Her decade of experience spans across both the for-profit and nonprofit sectors. She partners with your team to bring industry best practices to create data-driven solutions.

 

Tricia has a decade of experience working within CRMs and fundraising databases and software such as Raiser’s Edge, DonorPerfect, Greater Giving, Salesforce and more. Her experience enables her to effectively identify operational and resource inefficiencies and implement solutions.  This knowledge is complemented by her ability to develop customized standard operating procedures, train employees on best practices, and measure return on investment for processes that are implemented.

 

Tricia has a strong commitment to service and community, having served on the board of directors for Medical Motor Service and Christopher’s Challenge.  She holds a Master’s Degree in Business Administration, and a Bachelors of Arts in English and Communications from St. John Fisher College in Rochester, NY. She is a graduate of the Leadership Rochester class of 2016.    Tricia lives in Rochester with her husband Drew and enjoys travel and cooking.  

 

Measuring impact through data

Our team is committed to helping you understand how to effectively and efficiently make the most of the resources you have while furthering community impact. We are with you every step of the way and are committed to empowering your employees with the tools needed to sustain the work when we are done. 

Our Suite of Services

CRM & DATABASE MANAGEMENT

We believe data analytics should be the driving force behind all strategic decisions relating to philanthropic efforts and fundraising  and that starts with clean information in your relationship management tool. We provide:  

  • Database audits and quality control

  • Creating standardized coding, consistent data entry and standardized reports.

  • Database conversions

  • 1:1 or group training

  • Custom documented procedures

  • Financial reconciliation

  • New module implementation

  • Database project management

  • Outsourced data entry and clean-up

  • Analyze cost of raising a dollar, return on investment and more

CORPORATE & FOUNDATION PHILANTHROPY

We bring a data-driven approach to your philanthropic efforts to ensure your grants and philanthropic contributions are making the biggest impact possible. We do this through:

  • Develop your giving strategy and implement guidelines that align with your philanthropic mission

  • Implement CRM solutions to standardize and track:

    • Application and grant requests

    • Vet applications quicker

    • Streamline and automate grantee reporting

    • Easily analyze, report and communicate the community impact of your philanthropic efforts

    • Ensure your dollars are used efficiently and effectively through data analysis and standardized reporting

EVENTS

Whether fundraising, donor stewardship  or corporate events, your event should have a lasting impact and impression. We provide the following to ensure your event is seamless and memorable: 

  • Event strategy and execution

  • Vendor management and contract negotiations

  • Event software coding and management

  • Registration, check-in and check-out

  • Event reporting and analytics

FUNDRAISING

OPERATIONS

Fundraising operations are the foundation of your advancement efforts.  We specialize in leveraging your data, tools and technology to get your fundraisers out of the database and into the community to meet with your donors and prospects.  We partner with your team to help you maximize your resources through:

 

  • Analyzing annual giving programs

  • Creating annual and planned giving societies

  • Implementing database modules and coding to track and support giving societies

  • Major Gift Officer portfolio analysis and database coding

  • Prospect portfolio management

 

who we work with

NONPROFITS

FOUNDATIONS

CORPORATIONS

Proudly working with clients across New York State.

Rochester, Buffalo, Albany, NYC Metro region

 

WHAT PEOPLE SAY

" Marsherall Partners are true event experts. They handled the online portion of our event and made check-in and mobile bidding a breeze. Tricia is a true professional whose attention to detail helped make this event one of our most successful fundraisers."

 

—  Krystle Ellis, Director of Events, Ronald McDonald House Charities of Rochester, NY

Let's connect!

Marsherall Partners, LLC

24 Pine Cone Dr. 

Pittsford, NY 14534

Tel: 585-354-5505

tricia@marsherallpartners.com