Monthly Database Management

You’ve invested a lot in your fundraising software.

Now you need someone who knows how to use it.

 

You may not have a dedicated staffer who is able to commit to learning and maintaining a new or complex software system.

Maybe you’ve had some “dabblers” who’ve learned some basics, but can’t quite get you the report you need.

Perhaps your go-to database person is no longer with your organization, leaving you in transition—your data getting messier by the day.

At Toccata, we already know the ins-and-outs of your system. We’ll quickly get to know the ins-and-outs of your organization — and build and maintain an organized, strategic, data management system to support your fundraising.

Our ongoing (or temporary) monthly services provide you with an expert database manager always on-hand to ensure data integrity, build reports, pull mailing lists, import external data, manage your back-end communications, keep your coding system organized, and keep your workflows documented for current and future team members.

Monthly services include

(up to 10 hours monthly)

  • Duplicate maintenance, record integrity, and data entry consistency

  • Email list management and maintenance (integration maintanance / sync between systems when applicable)

  • Customized mailing list generation (such as year-end appeal, event invitations, lapsed donors, mid-level donors, major gifts, etc…)

  • Management of electronic receipting, campaign codes, and other integrations (including website, quickbooks, peer-to-peer, 3rd party donation forms, etc…)

  • Custom filters and reports on request

  • Donor prospecting, prospect research, donor engagement, and retention tracking

  • Event administration (one cause, mobilecause, QGiv, native tools, or other event management software, syncing/integration / data imports between software systems when applicable).

  • Standard operating procedures online documentation built and maintained, including text, links, and custom videos

Monthly Database Management

$1,250 monthly (for up to 10 hours monthly)

After you fill out our inquiry form via the link above, you’ll receive a link where you can schedule a 30-minute conversation about your database, staffing, or project needs and how we can help!

We look forward to connecting with you!