Operational Systems Support

Many non-profits grow their fundraising systems organically as their programs expand.  Unfortunately, organic growth sometimes produces unexpected weeds that lead to staff inefficiency and donor dissatisfaction.  We have years of experience in re-designing operational systems and putting in streamlined processes that allow for better donor stewardship, loyalty and giving.

Our expertise includes prospect management and database systems required for data tracking and follow-up.   What is the value of attracting great donors to your event or cause – only to lose them and/or send them a thank you with incorrect information?  It happens more often than people imagine.  Let us review your systems, identify areas of need and put solutions on track.

Program Highlights:

  • Developing operational documents and fundraising manuals, with committee structures, policies and procedures and more.

  • Analyzing and redesigning financial and operational systems which support increased activity and high level fundraising.

  • Developing and managing data base and CRM systems such as Blackbaud Raiser’s Edge or SalesForce.

  • Identifying and evaluating potential donors, and developing practical prospect management processes for staff and solicitors