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Update Operational Systems 

Many non-profits grow their fundraising systems organically as their programs expand.  Unfortunately, organic growth sometimes produces staff inefficiency and donor dissatisfaction.  We have years of experience in re-designing operational systems to 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.

  • Creating and managing a Moves Management System

  • 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

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