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Data Services
Good fundraising decisions start with clean, connected donor records. We review what you have, fix what is holding you back and set up the reporting that keeps everyone pointed in the same direction.
From scattered records to clear people
- J. Donorno email · coded "GEN"
- Jane Donor12 Elm St · coded "general"
- jane donorduplicate · no address
- Friend, A.last gift unknown
Scattered records, the same people counted twice, and no clear next step.
Who it’s for
- Teams who are not sure their donor records are accurate or complete.
- Organizations moving to, or getting more from, a donor database.
- Boards asking for clearer numbers on giving and retention.
What we deliver
A donor database your team can trust, and reports that show what is working.
Database review
An honest look at your donor records, duplicates, gaps and coding.
Segmentation
Donor groups that make appeals and stewardship more personal.
Gift processing
Simple, repeatable steps from gift received to thank-you sent.
Reporting
Retention, revenue and pipeline views your board and staff can read.
Working together
Side by side, step by step.
Look
We review your records, coding and reports together.
Clean
Duplicates merged, gaps filled, coding made consistent.
Organize
Segments and simple procedures your team can follow.
Report
A few clear views you can read at a glance and act on.
The result
You know who your donors are, how they give and where the next gift is likely to come from.
Common questions
Good to know.
Do we need to change databases?
Usually not. Most of the value comes from cleaner records and better habits in the system you already use.
Who does the cleanup?
We do the heavy lifting with your team, and leave written steps so it stays clean afterward.
Is our donor data safe with you?
We work inside your systems with the access you choose, and treat donor information with care.
Talk through data with our team.
Share what you are working on and we will suggest a sensible first step.
Contact us about Data Services