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Service Overview

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.

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

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