Solutions Offered
Database Health Assessment
Get a clear, actionable look at the current state of your donor database. I’ll review data integrity, consistency, and usability—checking for duplicate records, missing fields, and underutilized tools. I’ll evaluate how well your system supports donor engagement and fundraising goals. You’ll receive a report outlining strengths, gaps, and prioritized recommendations your team can act on at your own pace.
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Best for: Nonprofits who need a roadmap but have internal capacity to do the follow-up work.
Assessment + Clean-Up
Everything in the Health Assessment, plus hands-on support to start implementing fixes. I’ll clean up your data—merging duplicates, standardizing records, and ensuring key donor fields are accurate and complete. We’ll optimize how your team captures and tracks interactions to support smarter donor communications. Includes a one-on-one walkthrough of findings and quick-win improvements.
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Best for: Teams that need help turning recommendations into immediate action.
Strategic Build-Out
A full data and fundraising systems tune-up. Includes assessment, clean-up, and strategic support to build or revamp your fundraising infrastructure. Together, we’ll map out pipelines for annual giving, major gifts, grants, and corporate support. I’ll help you create custom reports, segment donor lists, and improve tracking systems. Also includes coaching for staff and recommendations for long-term CRM success.
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Best for: Growing teams ready to align fundraising strategy with clean, usable data and sustainable systems.
Complete Data Overhaul
This is a top-to-bottom reset of your donor data and CRM systems. You get everything in Packages 1–3: a comprehensive assessment, full clean-up, and system-wide strategic build-out. From there, I’ll dig deep into your database architecture—custom fields, user workflows, automation, and reporting—and make structural improvements that ensure long-term functionality. Includes detailed documentation, staff coaching, and integration checks with marketing, finance, and program teams.
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Best for: Nonprofits with growing fundraising needs and legacy systems that need more than a tune-up.
CRM Transition Leadership
This is the white-glove, full-service CRM transformation. You get everything in Packages 1–4, plus dedicated leadership through a complete system transition. I’ll evaluate your current platform, recommend the right CRM based on your fundraising goals and team size, and serve as project lead for the entire migration. That includes vendor selection, data mapping, field matching, testing, staff training, and launch. I’ll ensure your new system is clean, functional, and ready to support a high-performing development department.
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Best for: Organizations ready to invest in sustainable infrastructure and strategic growth—with a guide who knows the way.
Ongoing Support Retainer
For organizations that want flexible, expert support without needing a full project. I’m available on retainer for 2–3 hours each week to help with whatever your development team needs—data entry, custom report building, system clean-up, donor segmentation, appeal prep, board-ready metrics, or general troubleshooting.
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Think of it as having a development systems pro in your back pocket—ready to jump in, tidy up, and keep everything moving smoothly.
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Best for: Busy teams that need consistent backend support without the cost of a full-time hire.