services
Fundraising data management & Reporting
Get accurate, consistent donor history to better inform your fundraising strategy. Services are tailored to meet your team’s needs, from one-time record cleanup, to consolidating information from multiple sources, to taking on a complete overhaul or migration to a new system and building new reports for your staff and board.
Development & Sales Operations
Gift management and reconciliation processes, aligning donor data structure to financial records, portfolio management, clear action tracking as staff build relationships with funders, and a strategy to identify and retain new and potential donors: a robust operation paves the way for sustainable growth. Service can range from evaluating and tweaking a single process to contracting as a fractional Development Operations Director.
Program & Service Data management & Reporting
Good program data helps you demonstrate your organization’s value to your community and respond effectively to funding opportunities. Really good program data minimizes the time your staff spend on documentation and tracking sheets, and helps them stay on top of their caseloads. Your programs are as unique as the people they serve, and you need data design and reporting to match.
Workflow planning & Tracking
As your services evolve and grow, the tracking tools your team relies on may no longer be serving them. Your staff may find themselves spending hours recording the same information in multiple places as your grant writer asks for metrics that leave you scratching your head. We can devise and implement a solution that is as simple and cost-effective as possible, yet flexible enough to adapt as your services continue to change.
Program Planning & Logic modeling
In-depth, expert program planning that examines your mission’s intended impact, resources, and environment, and drills into the efforts and measurable outputs your organization can use to cross the bridge between the present and a better future for your community.
