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 have to align.
We recommend it, then we run it
Four services, one team. Start wherever you are.
Tech Assessment
"What's working and what isn't?"
CRM diagnostic, process review, fix-vs-replace review.
CRM Selection
"What should we move to?"
Requirements, fix-vs-replace analysis and vendor-agnostic evaluation of the platforms that fit.
Implementation
"How do we get there without chaos?"
Project management, training, change management, support of configuration and data conversion.
Fundraising Operations
"Who keeps it running?"
Ongoing gift processing, data management, database administration and GL reconciliation.
Since 2002
Fiercely independent and woman-owned
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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, faster gift processing, accurate segmentation and a CRM your team actually wants to use.
IT leaders
Technology roadmaps, integrations, governance and support models 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.
CASE STUDY
[Client name]: [headline result, e.g. gift processing time cut by X%]
[Two sentences on the challenge and what we did, from assessment through ongoing support.]
Read the case study →
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.