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Data Services

Do you need help making sense of your data, or making your data make sense? Let me help analyze and improve your data systems so you can do data-informed fundraising now and in the future. I am a fluent administrator for Blackbaud Raiser's Edge NXT, eTapestry, Little Green Light, MailChimp, Network for Good, and have familiarity with Salesforce. 

 

Services include:

  • Database audit & analysis

  • Designing and implementing a framework for your constituent and gift data to improve your data quality and yield more meaningful reporting.

  • Building standard reports you can run yourself to monitor progress.

  • Intensive data cleanup projects.

  • Train staff and create database documentation.

  • Analyzing data to provide a segmentation strategy for your direct marketing program.

  • Custom complex list pulls and reporting.

OPERATIONS

Do you ever wish there was a guidebook for running an effective development shop? Like, how do you find out 'what you don't know' before it becomes an audit finding? I love helping nonprofits hire the right team or get their operations set up for success!

Services include:

  • Assessing your current fundraising operations and making recommendations to resolve gaps or inefficiencies.

  • Creating standard processes for routine tasks like gift processing and acknowledgements, monthly/annual financial reconciliations, filing cash receipts and audit backup records.

  • Writing job descriptions or Requests for Proposals (RFP) and vetting candidates to ensure you have the right people or vendors to meet your unique needs.

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