Clear Data. Confident Fundraising.

Strategic fundraising data infrastructure for nonprofits.

Donna Mehr, Founder and Principal Consultant at Toccata Data Solutions
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Toccata Data Solutions helps nonprofits strengthen the infrastructure that supports fundraising. We provide CRM strategy, data organization, reporting, and process design to help organizations create systems that work together, support their teams, and adapt as they grow.

By aligning technology, workflows, reporting, and data organization we create systems that work together seamlessly.

Whether you're struggling with unreliable data, disconnected tools, inconsistent processes, or a CRM that has become difficult to manage, we identify the root causes and implement practical solutions that create lasting improvements.

Toccata specializes in Bloomerang CRM, Bloomerang Fundraising platforms and the supporting tools you use along-side Bloomerang.

Custom illustration with a line connecting blue, purple, and orange dots. The dots reflect the steps in Toccata Data Solutions' process.

We help nonprofits bring order, clarity, and reliability to their fundraising systems. Our work starts by untangling how your donor data, gifts, communications, and integrations are working, and identifying where data issues and inefficiencies are getting in the way.

From there, we establish clear data architecture, consistent workflows, and documented standards so your entire team knows how information should flow, be maintained, and support your fundraising.

We identify and address the underlying issues that create inefficiencies and reduce confidence in fundraising systems. That may include refining CRM architecture, improving reporting, reorganizing donor and gift data, correcting integrations, standardizing workflows, and implementing automations that create a stronger foundation for fundraising.

The result is a cohesive infrastructure that supports reliable reporting, informed decision-making, and more effective donor engagement.

We specialize in Bloomerang CRM and Bloomerang Fundraising tools and platform integrations.

See Our Approach

Examples of how we support Bloomerang clients

  • Orange

    Online fundraising form and integration setup

    We provide end-to-end set up of online fundraising forms and integrations, making informed settings decisions so data flows cleanly from day one.

  • Lilac

    Restoration of data integrity

    We identify and correct underlying data issues that impact accuracy and reporting, including deduplication, household and relationship restructuring, and miscategorized records.

  • Yellow

    Membership module configuration

    We configure and organize Bloomerang’s membership module so renewals, benefits, and reporting are clear and manageable for your team.

  • Orange

    QuickBooks integration and financial alignment

    We align fundraising gift classification with your financial coding. We configure and troubleshoot the connection between Bloomerang and QuickBooks to ensure fundraising and financial data work together smoothly.

  • Blue

    Custom reports

    We build practical, easy-to-use reports that inform your fundraising strategy, measure your fundraising success, and give you confidence in your data.

  • Yellow

    Fundraising prospecting and task management workflows

    We set up and refine Bloomerang’s tools to support effective major donor cultivation, prospect engagement, follow-up, and day-to-day fundraising activity.

  • Slate

    Communications systems configuration

    We ensure your communication tools are in sync and up-to-date, establish maintainable, segmented systems for meaningful communications and continued donor engagement.

Client Project

Many of our clients manage multiple large-scale, peer-to-peer events that generate constant data flowing into their CRM.

Toccata restructures data architecture, gift tracking, reporting, and integrations to support high-volume activity and reliable data flow in a way teams can easily manage.

Learn More →

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Our Process

We move clients through a structured process that starts by building a strong foundation, making sure essential processes run smoothly. Next, we expand capabilities through integrations, automations, and workflow enhancements. Finally, we provide ongoing support to ensure systems stay aligned and function optimally.

See our Approach
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1. Foundations

Core Functionality and Strategic Solutions

2. Elevation

Integration, Automation, and Optimization

3. Momentum

Ongoing Partnership & System Growth

aiko
Asylumworks
Washington D.C.
Asylumworks
Washington D.C.

We needed to set up Bloomerang as our new donor database and were overwhelmed with the number of strategic decisions to make, data cleanup to do as a result of our system migration, and the amount of new information we'd need to learn in order to start using the database.

Toccata recommended a clear process to set up our system and created a work plan to guide our time together. With their work and guidance, we have cleaned up our donor data, gotten rid of inefficient practices, and completely operationalized our donor moves management and stewardship plans in Bloomerang. Our organization is set up for great success in our future fundraising efforts thanks to Toccata. We can’t recommend them highly enough!

Washington D.C.
VP of Philanthropy
Virginia Law Foundation
VP of Philanthropy
Virginia Law Foundation

I only have the highest praises to share about my collaboration with Donna and the Toccata team. She is truly a joy to work with, a kind communicator, and an expert in her field.

In fundraising, it is essential to understand your donor data and lead inspiring campaigns that generate substantial support for your organization. With Toccata’s support, we are able to better understand and connect with our donors, manage our interactions and campaigns, and maintain qualitative and quantitative data to support our fundraising goals. The team is incredible at analyzing a problem (or opportunity) and implementing a solution that not only guarantees success but exceeds expectations.

Virginia Law Foundation
Development Director
Venture, Inc.
Development Director
Venture, Inc.

Hire this woman! Donna and her team are absolutely amazing. Easy to work with, available and communicative. Their skillset is unmatched for our extremely complicated data migration.

Our non-profit is diverse with complications that need strategic and diligent problem solving. Toccata was a God-send. Truly. We changed courses several times during our project and re-grouped based on our needs and resources. She elegantly readjusted her sails and yet kept us focused on the end game.

Venture, Inc.
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Platforms we work with:

Bloomerang CRM logo with black text and a green underline.
Bloomerang Fundraising logo with black text and a blue underline.
Neon CRM logo with stylized wave and water droplet design.
DonorPerfect logo with a blue circle containing 'dp' and the words DonorPerfect in blue.