– We work with the most common Donor Management Systems including E-Tapestry, Boomerang, and Network for Good.
– We work with you to “clean-up” your data including scrubbing constituent codes and attributes that have gone awry and eliminating those pesky duplicates.
– We establish protocols for data entry including when needed developing a Data Entry Consistency Manual.
– We remotely and securely enter gifts, create gift acknowledgments, and produce reports needed by your organization’s leadership.
– We run queries to get you the data that you need for direct mail appeals, newsletter, and other such mailings.
– We confidentially maintain records on your donors including actions, contact notes, and other biographical and historical data.