OUR SERVICES
Nonprofit Technology &
Fundraising Operations Consulting
Most firms either advise or implement. We do both. We also deeply understand how strategy, people, process, data and technology must align.
We recommend it. And, we can run it.
Our team is here to meet you where you are.
Tech Assessment
"What's working and what isn't?"
CRM diagnostic, process review, fix-vs-replace analysis.
Tech Selection
"What should we move to?"
Requirements, RFP support and vendor-agnostic evaluation of the platforms that fit. We specialize in CRMs but we support all selections.
Implementation
"How do we get there smoothly?"
Project management, training, change management, support of configuration and data conversion.
Fundraising Operations
"How do we keep it running?"
Ongoing gift processing, data entry and management, database administration and GL reconciliation, prospect research and management.
Since 2002
Fiercely independent and woman-owned
Over 100
Nonprofits served
Blackbaud · Salesforce · Virtuous · Bloomerang · Bonterra
Vendor-agnostic. We support the platforms you use, not the ones that pay us.
Built for Development, IT and Finance leaders
Every team feels technology problems differently. Here's where we usually start.
Development leaders
Clean donor data, smoother gift processing, accurate reporting and a CRM your team actually wants to use.
IT leaders
Technology roadmap, governance, project management and implementation that keep systems aligned with the mission.
Finance leaders
Gifts that reconcile with the general ledger, CRM-to-ERP integration and audit-ready revenue processes.
“We loved working with the team. They provided a safe space to discuss hard topics, deep expertise in these fundraising operation specialties, and high-level thinking with a helpful roadmap to bring their recommendations to reality. They've brought new ideas that we're implementing and helped confirm ideas that we were already parsing through.”
— Becca Lockhart, Michael J. Fox Foundation
Not sure where to start?
Most clients begin with a Tech Assessment. You'll know what's working, what isn't and what to do next.