CRM & Database Management
Data analytics should be the driving force behind all strategic decisions relating to philanthropic efforts and fundraising.
We provide:
- Database audits and quality control
- Standardization of coding, data entry, and reporting
- Database conversions
…and much more
Fundraising Operations
Fundraising operations are the foundation of your advancement efforts. We partner with your team to help you maximize your resources through:
- Analyzing annual giving programs
- Creating annual and planned giving societies
- Implementing database modules and coding to track and support giving societies
- Major Gift Officer portfolio analysis and database coding
- Prospect portfolio management
Events
Whether fundraising, donor stewardship or corporate events, your event should have a lasting impact and impression.
We provide the following to ensure your event is seamless and memorable:
- Event strategy and execution
- Vendor management and contract negotiations
- Event software coding and management
- Registration, check-in and check-out
- Event reporting and analytics
Corporate & Foundation Philanthropy
We bring a data-driven approach to your philanthropic efforts to ensure your grants and philanthropic contributions are making the biggest impact possible.
We do this through:
- Development of your giving strategy
- Implementation of guidelines that align with your philanthropic mission
- CRM solutions that standardize and track your efforts, ensuring your dollars are used efficiently and effectively
