Q2 2026
Workflow Designer goes GA — automating acknowledgements at scale
Blackbaud's Workflow Designer left limited release this quarter. We walk through replacing legacy Business Rules and global changes with no-code triggers.
Nonprofit Fundraising Technology & Strategy
Fundraising Technology, Engineered.
Precision engineering for your fundraising engine. We optimize Raiser's Edge, build the frameworks behind real growth, and audit the data that powers every gift. And when you need more than support, we become your development team, carrying the donor relationships and the revenue.
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Practice Areas
0+ yrs
RE & Dev Ops Experience
0
Sigma Black Belt Certified
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Nonprofit & Mission-Driven
Who we serve
Built for development teams that wear too many hats.
Whether you're a one-person shop maintaining a 30,000-record database or a multi-campus institution running a comprehensive campaign, our work meets you where your operations actually are.
Small & Mid-Sized Nonprofits
Human services, arts, education, faith-based, and health organizations under $25M in annual revenue.
Higher Education Advancement
Annual giving, alumni relations, parent and family programs, athletics, and capital campaigns.
Healthcare Foundations
Grateful patient programs, physician partnerships, and HIPAA-aware constituent workflows.
Political Campaigns & PACs
FEC- and Elections Canada-compliant donor databases and finance committee operations.
Consulting services built around the nonprofit development model
From day-to-day database hygiene to high-level campaign strategy, we cover the full arc of development operations.
01
Raiser's Edge Support
Hands-on administration, training, and clean-up so your CRM becomes a true source of truth — not a bottleneck.
02
Fundraising Framework
Structural design for capital campaigns, annual funds, major gifts, and planned giving — built around your mission.
03
Feasibility & Planning Studies
Independent assessments that test campaign readiness, validate goals, and surface the leadership and prospects needed to succeed.
04
Campaign Management
Embedded campaign direction for capital, endowment, and comprehensive campaigns — from quiet phase through celebration.
05
Building Fundraising Infrastructure
Stand up the people, processes, and systems a growing development shop needs — the foundation everything else is built on.
06
Online Giving Campaigns
Digital donation funnels and multi-channel campaigns that turn donor intent into recurring, predictable revenue.
07
Donor Segmentation & Stewardship
Smart segmentation, personalized acknowledgements, and compliant receipting that make every donor feel seen — at scale.
08
Development Operations
Streamlining the back-office that powers the front-line ask — gift processing, acknowledgements, and reporting cadence.
09
Database Audits & Support
Rigorous diagnostic reviews of your donor data to recover lost potential and protect data integrity over time.
10
Data Migration
Planned, validated moves between CRMs and platforms — from legacy systems into Raiser's Edge NXT or out to a new home — with no lost history.
11
Website Development
Mission-driven websites built to convert visitors into donors — integrated with your CRM and giving platforms.
12
Processing & Event Systems
End-to-end systems for gift processing and event fundraising — from registration and ticketing through reconciliation in your CRM.
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Political Campaign Database & Fundraising
Compliance-ready donor databases and fundraising management for political campaigns, PACs, and advocacy committees.
How we work
A four-phase engagement model.
Every project moves through the same four phases, whether it's a one-week query cleanup or building your entire development operation from the ground up and running it as your team.
01
Discover
Stakeholder interviews, a database snapshot, and a written read-out of what's happening in your data. Starting from scratch, we also map your gift flow, donor base, staffing gaps, and fundraising calendar, so we know exactly what has to be built.
02
Design
A pragmatic plan: what to fix, what to leave alone, sequencing, and who owns each piece. For a ground-up build, we design the whole operation: the fundraising calendar, gift workflows, moves management, and the donor strategy that drives the asks.
03
Build
Configuration, cleanup, training, and documentation, done with your team, not just for them. When there's no team in place, we stand the operation up and run it: launching appeals, cultivating and soliciting donors, managing relationships, and processing every gift.
04
Sustain
Quarterly check-ins, optional retainer support, and playbooks your team can hand off internally. Or we stay on as your development team, carrying the donor relationships and the revenue, either long-term or until you're ready to bring it in-house.
Credentials
Process discipline meets modern technology.
Filter the stack by domain, or tap any badge to see how it's used on engagements.
6
Sigma
Black Belt
Lean 6 Sigma Black Belt
DMAIC-driven process design for fundraising operations, gift processing, and data quality programs.
DMAIC
Method
5S
Workflow
Kaizen
Continuous
Technology & AI Certifications
Also fluent inPower AutomateZapierMakeStripeClassyGiveButterEventbriteGreater Giving
Infrastructure matters as much as the mission.
Great fundraising isn't just about the ask — it's about the data architecture that supports it. We help you build a development operations framework that runs predictably, year after year.
- Built on the nonprofit development modelAnnual fund, major gifts, planned giving, and stewardship treated as one system.
- Database-first thinkingEvery recommendation traces back to clean, queryable, well-coded constituent data.
- Operational, not theoreticalWe leave behind documented workflows your team will actually use on Monday morning.
Quarterly RE upgrade briefing
What's changing in Raiser's Edge, in plain English.
A quarterly newsletter covering every meaningful RE NXT release — what to adopt, what to ignore, and what to do before the next upgrade lands.
Q1 2026
Constituent 360 redesign and the end of the classic Web View
The classic RE NXT Web View is officially sunset. New Constituent 360 tabs, biographical layout changes, and what stays in the database view.
Q4 2025
Year-end receipting playbook — CRA & IRS-ready
Our annual year-end checklist: consolidated receipts, soft credit handling, stock gifts, and the receipt template updates pushed in the September release.
Common questions
Before you book a call.
Do we have to be on Raiser's Edge to work with you?+
No. Most of our clients are on RE NXT, but our framework, ops, online giving, and audit work translates directly to Salesforce NPSP, Bloomerang, DonorPerfect, and Virtuous. Data migration engagements typically begin on a non-RE platform.
How do engagements usually start?+
Either a short scoped audit (two to four weeks) or a focused project — a campaign build, migration, or events system. From there many clients move into a quarterly retainer.
Do you work with finance teams too?+
Yes. Gift entry, reconciliation, pledge balances, and year-end receipting all sit on the development/finance boundary. Many of our SOPs are co-authored with finance leads.
Can you train our team instead of doing it for them?+
Capacity-building is a core part of every engagement. We document every workflow we build and run knowledge-transfer sessions before any project closes.
Where are you based, and do you travel?+
We work remotely with clients across North America. On-site visits for kick-offs, board sessions, or campaign launches are scoped per engagement.