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DATABASE CONSULTING

Clean data means better reporting, measurement of goals and impact, and improves stewardship of donors. We offer the following database services:

Database Administrator Services

Monthly fee based on organization size. 

  • Provide insight on trouble areas and guidance on solutions

  • Creating organization wide processes and advice on establishing good database practices

  • Assistance with using CRM for volunteer management

  • Monthly new team member training

  • Assistance with website forms & integrations

  • Yearly Tax Receipting

  • Yearly Clean Up

  • Assistance with large imports (50+ constituents)

  • Database administrator

  • Monthly Database back up

  • Ongoing consulting on database management

Project Based Services

  • One Time Consultation Database Set Up (3 mo. commitment minimum)

  • Team Training

  • Tax Receipting

  • Website Forms & Integrations Data

  • Clean Up

  • Reports

  • Volunteer Management

  • 90 Day Cultivation Strategy

BOARD & STAFF TRAINING

We can help train and equip your board and staff through half day, full day or multi-day work training sessions and retreats. We focus on organizational health, board responsibilities and fundraising. We will work with you on your organization's needs to create a strategic agenda and plan for the day. We also make sure everyone has fun!

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FUNDRAISING CAMPAIGNS

Our team is equipped to help you with your next online fundraising campaign. We will work with you to create a strategy and theme for the campaign, work with your team on execution and we also have the ability to handle all email and social media marketing for the campaign. 

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COACHING

Coaching consists of bi-weekly or monthly coaching appointments between myself and your development team member, Executive Director or CEO. Typically this is in a one-on-one setting. We will discuss goals, challenges and more. Agreements are typically for 6 months. 

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DEVELOPMENT PLANS 

We will work with your team to build a robust annual development plan. This includes an analysis of current efforts, an organized and detailed funding plan and recommendations. Having a development plan in place ensures your team (both staff and volunteers) are on the same page and understand what the goals and objectives of the organization are. It also helps you stay on track and not get distracted with every new idea that is brought to the table. Typically this takes 2-3 months to develop, review and finalize. I can work with your team on what your specific needs are.

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STEWARDSHIP STRATEGY

Learning how to steward relationships with your donors is vital to the long term health of your organization. We will work with you to evaluate your current practices and provide recommendations to make your stewardship more creative and impactful. 

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GRANT RESEARCH & WRITING

We offer grant research to look for prospective grants for your organization and can work with you on writing your next grant. We believe grant writing is collaborative in nature and will be a team effort, however we will act as your primary writer and coordinator on the project.

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