USM has benefited from the professional, thorough, and accurate prospect research of Sarah Bernstein of Philanthrodata over the last three years. During this time, Sarah has contributed to our advancement program in various capacities, including completing various writing projects, enhancing our prospect management system, and currently, conducting prospect research.

When Sarah began researching our prospects, she provided a thorough assessment of our prospect management process, recommended enhancements on the effective use of our database, and tailored her services to our School’s advancement program, constituents, and priorities.

Sarah’s work ethic, professionalism, and ongoing commitment to excellence sets her apart from others in her field. She is regularly improving her own services, while tactfully suggesting enhancements to us as her clients. Sarah is confidential, accurate, accommodating, and a great communicator who very often meets our prospect research needs before we have identified them.

— Maria Stone, Director of Development, University School of Milwaukee, Milwaukee, WI

uec-logoOur work with Sarah aimed to give us an easy system for tracking and reporting on our interactions with major donors. She spent time with our development staff to understand our need, developed this system in Raiser’s Edge, clean-up our existing data relating to this process, and then trained our staff. This tracking of donor interactions makes sure we hold each other accountable for the intricate work of building donor relationships.

What we appreciated most about working with Sarah is her willingness to fully understand the need, how the system will interact with the data already in Raiser’s Edge, and the enthusiasm she brings to each meeting. Not only does she get things done, she does them well and is fun to work with.

— Ken Leinbach, Executive Director, Urban Ecology Center, Milwaukee, WI

Optimist LogoSarah Bernstein and Philanthrodata not only helped Optimist Theatre structure our donor data management systems but explained from a clear, functional standpoint, the importance and real-world use of this data. Meaningful connection with our audience is one of the reasons that Shakespeare in the Park is free. The Philanthrodata platform helps us make that connection. Thank you.

— Susan Scot Fry, Managing Director, Optimist Theatre, Milwaukee, WI