for common challenges.
$750 Donor Database Assessment
A two-hour diagnostic session during which Joanna Joslyn works side-by-side with your team to assess the database and related systems and identify desired functionality. Based on findings, Joanna will generate an actionable workplan with sequenced tasks to move your system from Current to Future functionality. Learn more
$2,500 Campaign Needs Assessment for Fundraising Systems
We conduct a series of discovery interviews, review your organization’s data, processes, and software, and render an Assessment Report comprised of: Current State Strengths and Weaknesses, Recommended Need-Based Improvements, and a sequenced Roadmap to guide staff or consultant implementation. Learn more at Campaign Ready!
We’ll guide the selection of the best wealth screening product for your needs, format export files for optimal results, and conduct an analysis of your file based on findings. The analysis will be delivered as a PowerPoint presentation and PDF, and screening results will be imported into client database for full deployment. Consulting fees do not include screening fees which vary by provider. Learn More
$1,200 New Software Comparisons
We help nonprofit organizations select the best donor management system based on fundraising strategy, needs, and budget. Recommendations include side-by-side functional comparisons of the top three candidate software products, and a 5-year distributed costs analysis that includes third-party vendor services. Recommendations are delivered as a PowerPoint presentation and spreadsheet with functional comparisons and pricing details. Learn more
$250 Custom Training Sessions (up to 6 participants)
Remote training sessions that train small groups or individuals on your organization’s specific processes and software usage. Sessions may be recorded and include written documentation for continued reference. We support teams working in Salesforce, Raisers Edge NXT, e-Tapestry, Bloomerang, FrontStream, and DonorPerfect. For more generalized trainings, you may wish to view our existing training topics and workshops.