Consulting Services 

Rev Up Your Major Giving Efforts

Donor Deep Dive

Get the data you need to turn your fundraising plans into action with donor data analysis that is custom to your organization. We’ll analyze your unique giving and donor engagement data in the context of your specific fundraising goals. The Donor Deep Dive will help you:

Get valuable insight that you can use now. With your ranked top prospect list in hand, you can reach out to your most likely donors right away.

Align your fundraising plans with your donor pool. With custom-made segments that correspond to your goals, you will be ready to jump into action.

Get to know your donors. With information about how your donor pool performs overall on measures like giving loyalty, gift levels and more, you’ll have data you can use when you are making your fundraising plans.

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Prospect management Tune-Up

Build the foundation you need for major gift fundraising with a Prospect Management Tune Up. We’ll review and recommend improvements for your systems that support major gifts moves management including:

  • What you do in the real world (workflow)

  • What to track in your database

  • Prospect management reporting

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Make Daily Operations Easier

Data Cleanup Plan

Make your data more useful with a Data Cleanup Plan. Fundraising Nerd will work with you to create and implement a comprehensive and prioritized plan for addressing data hygiene issues, from the irritating to the mission-critical.

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Workflow and Database Tune-Up

Is your database doing what you need it to? Create a custom plan to improve use of your software to meet your unique needs.

Gifts and Records Tune-Up

Take an in-depth look at your gift processing and biographical records processes to be sure that they are donor-centered, IRS-compliant and in line with data management best practices.

Reporting Tune-Up

Identify the suite of reports your organization needs to run daily operations and analyze the big picture, how to produce them from your database. Fundraising Nerd also offers custom report development as needed.

Training

Hands-on database training, from gift entry to reporting, using your organization’s real-world data management and reporting issues as examples.

database Selection and Conversion

Make your transition to a new fundraising database as smooth as possible. Fundraising Nerd will help you to identify your must-haves and nice-to-haves, and vet new database systems against these requirements. And when you’ve selected your new system, Fundraising Nerd will help you make sure your data transitions smoothly.

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