First, we assess your needs. You tell us about shifting support, your existing donor and grants base, your worries and your hopes for the future.
We call this a “gut check.” From there, we work together to assemble the arrangement of services that best meets your needs. These areas can include:
- Collection & organization of donor lists
- Relationship mapping
- Identification of potential donors
- Identification of potential collaborators
- Donor list expansion strategies
- Donor-advised funding strategies
- Recommendations for relationship building
- Alerts about prospect activities, contributions, financial transactions
Your information is presented online, with a password-protected dashboard that gives you the ability to browse and download data and graphics. Alerts are added to the data and sent to you via email.