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Realize Your Organization's Impact

Data driven solutions making your dollar go further.

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.

We Have Expertise In

Raiser's Edge
Donor Perfect
Greater Giving
Auctria logo
Bidding Owl logo
WealthEngine logo
ResearchPoint logo
Target Analytics logo
Kindful logo
eTapestry logo
Altru logo

...and more!

Our Suite of Services

CRM & 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

CRM & Database Management

Fundraising Operations

Fundraising operations are the foundation of your advancement efforts. 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
Fundraising Operations


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 Event Auction

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:

  • Development of your giving strategy
  • Implementation of guidelines that align with your philanthropic mission
  • CRM solutions that standardize and track your efforts, ensuring your dollars are used efficiently and effectively
Corporate and Foundation Philanthropy

We Work With

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Proudly working with clients across the United States and Worldwide

Meet The Team

Tricia MarsherallMarsherall Partners Team

Tricia Marsherall

Founder & President

Sara-Lee CaligiuriSara-Lee Caligiuri

Sara-Lee Caligiuri

Vice President, Data & Client Services

Lori WebsterLori Webster

Lori Webster

Senior Consultant, Data & Systems

Stephanie DailyStephanie Daily

Stephanie Dailey

Database Specialist

Marlisa PostMarlisa Post

Marlisa Post

Database Specialist

Kelly MennaKelly Menna working

Kelly Menna

Events and Communications Coordinator

What People Say

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