Optimizing Your Fundraising Operations, One Step at a Time

Monthly Support Hours

This is the time I spend directly helping your nonprofit each month. Whether it’s cleaning up your donor database, fixing CRM issues, creating reports, or advising on fundraising strategy, this is your dedicated time to get the support you need.

Donor Database Cleanup

Your donor database should be organized and accurate—but over time, duplicates, missing info, and messy records pile up. I’ll go through and clean things up so your data is reliable, easy to use, and helps you build stronger donor relationships.

• No more duplicate donors receiving two emails
• Updated contact info means more successful outreach
• Clean data makes reporting & donor segmentation way easier

Gift Processing & Reconciliation

Ever had issues where the fundraising and finance numbers don’t match? That’s where gift processing & reconciliation come in. I’ll review donation records to ensure everything is recorded correctly, donors are acknowledged properly, and finance reports are accurate.

• No more donation record errors

• Ensure every donor is acknowledged properly

• Confidence that your fundraising & finance reports match

Fundraising Reports & Real-Time Dashboards

Instead of digging through spreadsheets, you’ll have a real-time dashboard showing key fundraising metrics, donor retention trends, and campaign performance.

• See who’s giving, how often, and what’s working in your fundraising
• Easily track revenue, retention, and donor trends
• Make faster, data-driven decisions without waiting on reports

Workflow Automation

Tired of manually sending donor thank-you emails or copying data from one system to another? I’ll help set up automation so routine tasks happen automatically, saving you time and reducing human error.

• Less manual work, more time for fundraising
• Reduce errors & missed follow-ups
• Ensure donors are acknowledged quickly

Staff Training & Support

Your CRM and fundraising systems are only as good as the people using them. I’ll train your team on best practices so they feel confident managing donor data, running reports, and using automation tools.

• Your team will actually know how to use the CRM

• No more confusion on how to pull reports or track donor activity

• Everyone will follow best practices, making your systems run smoothly

Tech & Systems Support (CRM & Integrations)

Fundraising doesn’t happen in one tool—your CRM, email marketing, donation platform, and accounting software need to work together. I help connect your systems so data flows seamlessly, and you’re not stuck with manual entry.

• No more copying & pasting data between systems
• Make sure donations & donor records sync correctly
• Reduce errors & time spent on manual tasks

Fundraising Strategy Meetings

Fundraising operations aren’t set-it-and-forget-it—they require regular strategy check-ins to make sure everything is working and improving.

• Get expert advice tailored to your organization
• Identify what’s working & what needs to be adjusted
• Make real-time improvements to your fundraising strategy

Custom Development & Advanced Tech Support

Need a custom CRM setup, a special integration, or an advanced automation that doesn’t exist out of the box? That’s where custom development comes in.

• Your CRM & tools work exactly how you need them to
• Save hours on manual tasks with tailored automation
• Scale your fundraising without tech limitations