For nonprofits who’ve lacked the time and capacity to keep up with data maintenance, we sort everything out, clean everything up, and get you back on track with an organized system and a plan to move forward.
Find and merge duplicate donor records
Remove or archive outdated, no-longer useful codes and fields
Identify conflicting data-entry methods to ensure consistency
Create a Data-entry and Management Manual to document procedures and keep all database users on the same page
Implement segmentation and donor tracking (Can you easily identify and count your current donors? lapsed donors? Can you distinguish your prospects or other constituents from your actual donors?)
Build easy reports for reviewing, analyzing and sharing your most important metrics