Data Management, Analytics & Research Services
Wealth Screening & Data Modeling
By screening your database and analyzing donor data, we can help identify donors’ capacity and propensity to give, their overall engagement with your organization, and evaluate giving trends over time. With more information about your donors, you’ll be able to develop a data-informed fundraising approach.
Database Management Assessment
An effective customer or donor relationship management system is a necessary tool to track, plan, and evaluate fundraising performance. By analyzing how you currently track data, our assessment identifies gaps in setup, coding, and reporting and provides improvement recommendations. We assess both your software and internal implementation, designing a utilization strategy and providing training that maximizes software functionality.
Prospect Research
To get to know your major gift prospects better and make more successful asks, we develop a systematic approach to gathering relevant information about prospective donors, including publicly available demographic, biographical, and financial information.
Benchmarking, Surveys, and Focus Groups
For benchmarking studies, we collect comparative data about peer organizations to help you set goals and track success. Our surveys and focus groups gather group feedback from donors, prospects, and constituents that can help your organization strategize to better meet the needs of your community.
