We provide virtual and on-site consulting and training in:
Optimize and implement your coding for:
- Prospect Management
- Capital Campaigns
- Planned Giving
- Grants Management
- Key Performance Indicators/tracking toward goals
- Campaign, fund, appeal comparison reports
- Donor reports including lapsed donors, new donors, top donors, donor demographic and statistical reports
- Event management
- Financial reconciliation and progress toward goals
- Giving society
- Prospect pipeline and prospect management
- Solicitor goals/actions
- Capital Campaign, prospect portfolio management and proposal reports
Audits and clean-up can streamline operations, improve ROI and ensure your database is optimized and efficient.
Allow us to manage your data clean-up and conversion to Raiser’s Edge, DonorPerfect, SalesForce and more.
Choose from temporary or long-term database management.
Request a review of your gift processing procedures, or outsource your gift processing entirely.
Create and segment mailing lists using data analytics.
Learn to use queries, reports, exports, imports, dashboards, NXT and more. 1:1 or Team training available.
Accounting Software Implementation
Implement and review procedures for Financial Edge and other accounting software.
Creation or review of database procedures like gift processing, prospect management and more.
Campaign Infrastructure Readiness
We will assess your database infrastructure to ensure you have the coding and workflows necessary to support your Campaign efforts.