SERVICE-BASED CONSULTANCY

5 PILLARS OF SERVICE

Offering a combined 43 years of experience, we are a Boston-based, service-based consultancy that brings innovation and value to your development operations. Through our unique 100% focus on philanthropy backend services, we’ll optimize your fundraising operations. Our innovative strategy tactics can support your development operations in a way traditional development consultancies don’t.  Our 5 pillars of service shatter the development operations status quo by :

 
See what other development consultancies cannot do for your fundraising bottom line.
While most development consultancies are centered on frontend fundraising, we focus on bringing technological innovation to our clients’ development operations.

Our proprietary donor self-service portal is clean, simple, and easy to implement.

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OUTSOURCING SERVICES

We address the seasonal demands of your development operations by providing short-term, development-trained resources for day-to-day services such as database cleanup, data/gift entry, and more.

Outsourcing Service Includes:

  • Raiser’s Edge NXT Database Management
  • Soup-to-nuts Development Services Support
  • Custom Reports (including Tableau Dashboards)
  • Gift Entry and Acknowledgment Processing
  • Data Entry
  • Administrative support

DATA MANAGEMENT AND ENRICHMENT

Our Data Management and Enrichment Services provides the foundation for effective prospect management, wealth screening, reporting and forcasting. Organizations in the not-for-profit verticals are incorporating data enrichment policies into their everyday business processes and strategies to help nurture their donor base with value-driven information.

  • Raiser’s Edge NXT
  • PaperSave
  • Financial Edge
  • Raiser’s Edge training
  • Blackbaud Net Community (BBNC)
  • BBCRM
  • Luminate Online/Team Raiser (LO)
  • Routine data hygiene: quarterly | biannually | yearly
  • Database audits and training
  • Document Policies and Procedures
  • Custom Reporting
  • Internal audits, compliance and controls

PROCESS IMPROVEMENT

With our innovative approach, we identify and expand development services efficiencies that will help you succeed in realizing short-term and long-term goals.

Business Process Improvement Service Includes:

  • Workflow optimization
  • Project management
  • Change management
  • Document imaging

WEB DESIGN DEVELOPMENT

By leveraging a user-friendly interface in the spirit of e-commerce, we provide an obstacle-free donor experience focused on quickly collecting relevant donor data.

Web Design and Development Service Includes:

  • Donation page design
  • Clean, fast e-commerce website model
  • Seamless backend integration with your donor database
  • Backend validation through customer pre-validation
  • Donor personalization
  • Seamless visual design integration with your existing website

FOUNDATIONS (PUBLIC AND PRIVATE)

With 35 years of combined experience, our group has expansive knowledge of operations, compliance, board acquisition, and much more. We will work closely with you, and within your budget, to ensure that your organization has the most successful fundraising infrastructure possible.

Foundation Consulting Service Includes:

  • Board recruitment and engagement
  • Grant writing
  • Internal controls
  • Fund Review and Reclassification
  • Sponsor programs management (pre- and post-award)