LET US GIVE YOU A HAND TOWARDS SUCCESS
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Being donor-centered is key to building relationships that support your mission.
This includes:
• Understanding engagement with donors
• Understanding your donor data
• Implementing moves management with the five funder stages
• Wealth screening strategies
• Setting up donation and merchant accounts
• Designing and developing your pipeline and profile
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Grant research, writing LOIs, grants, and proposals, and supporting the reporting process to funders.
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Web and SEO: Familiarity with several platforms.
Marketing: Digital graphic design, branding, style guide and graphic elements,
Certified Constant Contact, Constant Contact audits, lists, template creation.
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Partnership Development; including creation of Memorandum of Understanding (MoU’s) templates
Marketing; including brand/style guide development, logo design, web, email and print collateral
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We provide technology audits: which help to create a roadmap improving efficiency, integrations, and affordability as well as training and documentation needs.
CRMs: Salesforce Certified Admin and Raiser's Edge Certified.
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Strategic planning development
Board Governance: board retreat facilitation, board recruitment and retention approaches, and bylaw review, revisions as needed. .
Volunteer: strategy and identification of volunteers, recruitment, retention and recognition.
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QuickBooks expertise: convert from desktop to online, fund accounting, reports, and coaching as needed.
Integration: assuring donations and revenue are mapped to your CRM or QB system.