Whether you are a…
“do-it-yourselfer” who needs some guidance from an expert
or you just want someone to get it done for you…

We can help!

Learn and Do
Articles, Training, and Courses

Are you here to learn more about how to manage your database? Are you looking for unbiased reviews about the multitudes or database options on the market?

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Learn about:

Annual Giving

Donor Management

Choosing a CRM

Hands-on-Services
Database configuration and management services

Whatever your CRM situation, we dig in to your database, untangle your messes, and find the best solutions to your database challenges.

  • CRM selection

  • Setting up a new donor database (migration and conversion)

  • Configuring and optimizing your existing CRM

  • Virtual database and gift management (ongoing or interim)

Quick Advice?
Schedule a virtual consultation

Our 60-minute virtual consultations might be just what you need to set you in the right direction.

  • Annual fundraising strategies

  • Gift management questions

  • Donor communications and tools

  • CRM selection advice