Systems audits, analyses, and solutions
Through audits and analysis of your current data practices, Philanthrodata can help you streamline and simplify your data. We will work with you to develop coding standards which work with rather than against the report templates and tools your database already includes. We can help you create donor-centric and data-driven moves management and prospect research programs that fit into your organizational culture. We can also suggest simple changes to tweak the processes you already have in place so they work better and smarter.
Report writing and data segmentation
When the tools within your database just aren’t enough, we can step in. We can prepare data segmentation and analysis projects using SAP Crystal Reports and Microsoft Excel to give you the lists and understanding you need to move forward. We also offer extensive experience developing queries, exports, dashboards and reports using the tools and modules in The Raiser’s Edge.
Prospect research and strategy
Philanthrodata can help you figure out who to ask, when to ask them, how much to ask them for, and what to ask them to fund. We can research specific questions about your prospects, develop wealth capacity ratings, and collaborate with you on fundraising strategy. We can prepare full prospect profiles to supplement your internal data and inform your major gift strategies and solicitations. We can create customized systems, including coding structures and reports, so that you can see your fundraising pipeline and track your progress.
Database training and mentoring
We can present database training modules, for classroom or individualized training, prepare database training documentation, and offer ongoing mentoring.