Skip to main content

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.

We provide virtual and on-site consulting and training in:

Code Optimization & Implementation

Optimize and implement your coding for:

  • Prospect Management
  • Capital Campaigns
  • Planned Giving
  • Grants Management
  • Events
  • Membership
  • Volunteer
  • Tributes
Code Implementation & Optimization

Report Building, Dashboards & Analytics

  • 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
Report building, Dashboards & Analytics

...and also:


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.

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 or Team training available.

Accounting Software Implementation

Implement and review procedures for Financial Edge and other accounting software.

Manuals &

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.

Designed and developed by