Database Management Services
We believe data analytics should be the driving force behind all organizational strategic decisions and that starts with clean information in your database.
Database Audits
Our database audits include an in-depth examination of your records, coding, structure, and overall fundraising processes. Every detail is reviewed with precision and care to ensure nothing is overlooked.
When the audit it complete, we deliver a comprehensive report that highlights critical areas for improvement, along with actionable recommendations to help your organization leverage its database for maximum impact on fundraising outcomes.
What sets us apart is our collaborative approach to implementing these findings. Our team partners closely with yours to clean and enhance your data while streamlining staff workflows for lasting efficiency.
Database Conversions
An experienced conversion consultant is vital for a seamless transition to your new donor management system. They will analyze your current data, develop a tailored conversion strategy, and ensure data is clean and accurate throughout the process.
From managing the migration to setting up workflows, reports, and dashboards in your new database, every detail is covered. Additionally, they provide ongoing training to empower your team and maximize the system’s potential.
Code Optimization & Implementation
Optimize and implement your coding for:
- Prospect Management
- Capital Campaigns
- Planned Giving
- Grants Management
- Events
- Membership
- Volunteer
- Tributes
Report Building, Dashboards & Analytics
- Key Performance Indicators/tracking toward goals
- Campaign, fund, appeal comparison reports
- Financial reconciliation and progress toward goals
- Prospect pipeline and prospect management
- Giving societies
- Solicitor goals/actions
- Capital Campaign, prospect portfolio management and proposal reports
- Reports including lapsed, new, and top donors, demographics and statistics
Thanks to Donor Database Experts, we have a database that works for us. The new system is not only cutting-edge but also highly customized to meet the specific needs of our large donor program. We no longer waste money sending duplicate mailings to the same donors, and the integrity of our list has helped us run more effective campaigns. Our donors are happier, and we’re able to focus on cultivating major gifts and building stronger relationships.
Nancy Ketchman — Former Director of Advancement, Sisters of St. Francis of Assisi
We Also Provide:
Outsourced Database Management
Choose from temporary or long-term database management.
Gift Processing
Request a review of your gift processing procedures, or outsource your gift processing entirely.
Mailing Lists
Create and segment mailing lists using data analytics.
Database Training
Learn to use queries, reports, exports, imports, dashboards, NXT and more. 1:1, team training, remote or in-person training is available.
Accounting Software Implementation
Implement and review procedures for Financial Edge and other accounting software.
Manuals & Procedures
Creation or review of database procedures like gift processing, prospect management and more.
Campaign Infrastructure Readiness
Ensure you have the coding and workflows necessary to support your campaign efforts.
Event Management
We provide comprehensive support, including pre-event planning, outsourced registration, and post-event follow-up, to ensure your event is seamless and impactful.
Serious About Your Data? So are we.
Connect with us to learn more.
