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  • Who We Are
    • Meet Our Team
      • Marc Misiurewicz
      • Pamela Ayers, MSW
      • Robert Stamp
      • Lauren Apt, MBA
      • Jen Adams
      • Betsy Bringewatt, Ph.D., MSW
      • Nan Burgess-Whitman
      • Amy D’Amico, Esq.
      • Ben Murphy, MS
      • Brad Schreiber, MS
      • Betsy Steehler
      • Luke Trader
      • Deborah Trimble, MS
      • Pamela White
      • Tricia Williams
    • Careers
  • Who We Help
    • Nonprofits
    • Philanthropists & Foundations
    • Corporations
  • Our Services
    • Strategic Planning & Advisory Services
      • Board & Volunteer Management
      • Nonprofit Management & Interim Leadership
      • Philanthropic Advisory Services
    • Fundraising Solutions
      • Annual Giving
      • Capital & Comprehensive Campaigns
      • Grants Management
      • Major & Transformational Giving
      • Planned Giving
    • Donor Engagement & Community Relations
      • Corporate & Foundation Relations
      • Marketing & Communications
      • Stewardship & Recognition
    • Advancement Operations
      • Data Management & Reporting
      • Gift Processing & Fund Administration
      • Prospect Research & Portfolio Management
  • Notes On Giving
  • Testimonials
  • Contact Us
  • Menu Menu

Services: Data Management & Reporting

The effectiveness of your development operations depends largely on your database hygiene and ability to extract information to examine giving trends, identify potential prospects, and better understand your donor population to inform future fundraising strategies. Utilizing your CRM to track constituencies, appeals, events, audience segments, contact reports, and more will ultimately enable you to raise more money for your organization.

Services Home

We offer full database assessment, consultation, and/or educational sessions for the following:

– Address, email, phone, and employer research

– Appeal tracking

– Biographic data clean-up

– Categorizing and coding your constituents

– Database integrations

– Deceased screening

– De-duplication of records

– Establishing standards for assigning addressees & salutations

– Event tracking and reporting

– Importing your contacts into a CRM

– Mailing and email list preparation

– NCOA move updates

– Prospect tracking

– Using reports and dashboards in your CRM

– Using solicit codes for special handling

Contact Us

New York Office:
1 Grove Street
Suite 217
Pittsford, NY 14534
(585) 551-1234

Naples, FL Office:
365 5th Avenue S.
Suite 201
Naples, FL 34102
(239) 330-2591

Fort Myers, FL Office:
9160 Forum Corporate Pkwy
Suite 350
Fort Myers, FL 33905
(239) 789-4706

Email: [email protected]

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