Business Services

Enhancing Business Efficiency, Amplifying Engagement

When you care about your nonprofit’s mission as much as you do, attracting prospects should be simple. With an efficient fundraising process, you can drive donors through the development cycle without setbacks—getting you back to serving the community today and tomorrow.

Business Process Analysis

We help you identify areas of improvement in your current fundraising system to find the workflow that works best. From identification to stewardship, a functional process amplifies your cause and creates relationships that can last a lifetime.

  • Conduct a thorough analysis of your donor management processes to optimize efficiency and effectiveness.
  • Identify pain points and inefficiencies.
  • Build processes based on established objectives.
  • Assess the capabilities of your current donor management system or explore new systems that better align with your objectives.
  • Identify areas where you can implement automation to reduce manual effort and improve accuracy.
  • Streamline workflows to eliminate unnecessary steps.

Improve Your Fundraising Foundation

Your processes should serve you, not the other way around. We evaluate your current systems, collect data, and identify upgrades to donor management, nonprofit communications, online giving, fundraising events, and more.

Inspire Ideal Donors

With more insight into your process initiatives, team members, and campaign goals, you can devote more time to the public good.  Analyze a full range of demographics to appeal to your ideal donor profile and bring hope to your cause.

Reach the People Who Care Most

Your continued efforts to your cause help people support something they believe in. Because fundraising is not just about gaining a new pledge or major gift, it’s about changing old principles, aiding humanity, and evolving the planet.

SOP Development

Boost productivity, reduce risks, and supercharge fundraising efforts with carefully designed Standard Operating Procedures, empowering your team to achieve its financial goals with precision and reliability. Our straightforward framework ensures smooth operations, and helps make the most impact on your donors.

  • Assess current donor management practices.
  • Identify gaps and areas for improvement.
  • Determine your specific needs and goals regarding donor management.
  • Establish policies for donor data collection, storage, and usage.
  • Define procedures for entering donor data into the system accurately and consistently.
  • Outline procedures for updating and maintaining donor records.
  • Develop procedures for gift processing, including acknowledgment and receipting.
  • Establish procedures for generating reports and analyzing donor data.
  • Document all policies and procedures related to the donor management system.
  • Create user manuals or guides for staff reference.
  • Maintain documentation of any updates or changes to policies and procedures.

Unite Your Team

Establish policies for specific situations and tasks—giving data admin staff the guidance to execute tasks seamlessly, helping your team bolster fundraising initiatives.

Organize Workflow

Reduce errors, confusion, and time spent explaining complicated processes to staff with clean, consistent, and cohesive data.

Make an Impact for Generations to Come

Find the potential lifetime value within your existing system and drive your mission forward (and onward)!

Custom Report Writing

Nonprofit reporting is essential to fundraising—it tells the story of your campaign’s success, celebrates your donation impact, and showcases the numbers to prove it. We take the weight off your shoulders by writing these reports for you to promote donor stewardship.

  • Meet with stakeholders to understand reporting needs.
  • Identify key metrics, data points, and specific requirements for each report.
  • Create custom report formats and content to meet the needs of the audience.
  • Determine the layout and format of a report based on requirements.
  • Document the report specifications, including data sources, calculations, and filters applied.
  • Train users on how to interpret and use the custom reports effectively.

Heighten Your Success

We assist with your annual, financial, mailing, and donor reports highlighting your significant accomplishments and inspiring donors to rally behind your next milestone.

Customize Donor Goals

Make big-picture decisions that meet short and long-term goals with donor, acquisition, and conversion metrics and dimensions that place your mission front and center.

Illustrate a Better Future

Tug at your donor demographic’s heartstrings with profound reports that show how your campaign has paid it forward.

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“The only way to improve your processes is to first understand the ones you already have.”

~ Tom Peters