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
...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
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
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
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
We Work With
Non-Profits
Foundations
Corporations
Proudly working with clients across the United States and Worldwide
Meet The Team
Tricia Marsherall
Founder & President
Sara-Lee Caligiuri
Vice President, Data & Client Services
Lori Webster
Senior Consultant, Data & Systems
Stephanie Dailey
Database Specialist
Marlisa Post
Database Specialist
Jonathan Rowlands
Gift & Data Entry Associate
Kelly Menna
Events and Communications Coordinator
