Momentum: Monthly Bloomerang Support

You’ve invested a lot in your fundraising software.

Now you need someone who knows how to use it.

 

You may not have a dedicated staffer who is able to commit to learning and maintaining a new or complex software system.

Maybe you’ve had some “dabblers” who’ve learned some basics, but can’t quite get you the report you need.

Perhaps your go-to database person is no longer with your organization, leaving you in transition—your data getting messier by the day.

At Toccata, we already know the ins-and-outs of your system. We’ll quickly get to know the ins-and-outs of your organization — and build and maintain an organized, strategic, data management system to support your fundraising.

Our monthly momentum package provides you with a trusted partner, ensuring that systems continue running smoothly and evolving alongside your organization.

Our proactive support, ensures data accuracy, seamless operations, team confidence, and continuous system improvements.

The Monthly Momentum Package Includes…

  • Ongoing review of constituent and gift data to ensure the highest-level of data integrity

  • Donation and event form creation, integrations, and maintenance with consistent review, updates, and troubleshooting

  • Custom financial and constituent reports (including financial, lapsed donors, key prospects, etc…)

  • Email list maintenance to keep everything up-to-date and in sync

  • Hands-on management of other integrated or external tools (such as Zapier, your website, OneCause, Quickbooks, etc…) keeping data organized and connected

  • Data imports from external sources

  • Customized mailing list generation to ensure your lists are always clean, free of duplicates and delivered to the right constituents

  • Updates and strategic incorporation of new product features to maximize your investment

  • Team training, support, and troubleshooting on request

  • Standard operating procedures online documentation built and maintained, including text, links, and custom videos

Monthly Database Management

$2,500 monthly

Get Started

After you fill out our inquiry form via the link above, you’ll receive a link where you can schedule a 30-minute conversation about your database, staffing, or project needs and how we can help!

We look forward to connecting with you!