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:
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Developing operational documents and fundraising manuals, with committee structures, policies and procedures and more.
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Analyzing and redesigning financial and operational systems which support increased activity and high level fundraising.
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Creating and managing a Moves Management System
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Developing and managing data base and CRM systems such as Blackbaud Raiser’s Edge or SalesForce.
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Identifying and evaluating potential donors, and developing practical prospect management processes for staff and solicitors