Services

Ten practice areas for the modern development office.

Each engagement is scoped to your team's capacity and your database's reality — from a single Raiser's Edge cleanup to a multi-year operations transformation.

01
Practice

Raiser's Edge Support

Hands-on administration, training, and clean-up so your CRM becomes a true source of truth — not a bottleneck.

  • Day-to-day RE NXT administration and user support
  • Custom queries, exports, and report writing
  • Staff training and standard operating procedures
  • Data hygiene, deduplication, and constituent merge
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02
Practice

Fundraising Framework

Structural design for capital campaigns, annual funds, major gifts, and planned giving — built around your mission.

  • Annual fund and campaign architecture
  • Moves management for major and planned gifts
  • Pipeline and prospect strategy
  • Board and staff alignment workshops
Discuss this engagement
03
Practice

Feasibility & Planning Studies

Independent assessments that test campaign readiness, validate goals, and surface the leadership and prospects needed to succeed.

  • Confidential donor and stakeholder interviews
  • Case for support testing and refinement
  • Gift range chart and prospect capacity modeling
  • Leadership, staffing, and infrastructure assessment
  • Written findings, recommendations, and go / no-go guidance
  • Board presentation and campaign planning roadmap
Discuss this engagement
04
Practice

Campaign Management

Embedded campaign direction for capital, endowment, and comprehensive campaigns — from quiet phase through celebration.

  • Campaign plan, timeline, and budget development
  • Volunteer and campaign cabinet recruitment and staffing
  • Prospect strategy, solicitation planning, and moves management
  • Gift acceptance, naming, and recognition policy design
  • Progress reporting, dashboards, and board updates
  • Public launch, close-out, and donor celebration
Discuss this engagement
05
Practice

Building Fundraising Infrastructure

Stand up the people, processes, and systems a growing development shop needs — the foundation everything else is built on.

  • Development office design, roles, and staffing plans
  • Policies, procedures, and gift acceptance documentation
  • CRM selection, implementation, and data architecture
  • Prospect research, pipeline, and portfolio structure
  • Reporting, KPIs, and board-level dashboards
  • Onboarding, training, and change management
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06
Practice

Online Giving Campaigns

Digital donation funnels and multi-channel campaigns that turn donor intent into recurring, predictable revenue.

  • Giving day and end-of-year campaign builds
  • Donation form UX and conversion optimization
  • Email, SMS, and social integration
  • Recurring gift and monthly giving programs
  • Peer-to-peer and crowdfunding campaign setup
  • Landing page and appeal copy development
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07
Practice

Donor Segmentation & Stewardship

Smart segmentation, personalized acknowledgements, and compliant receipting that make every donor feel seen — at scale.

  • Donor segmentation by giving capacity, recency, and affinity
  • Tax receipt generation and CRA / IRS-compliant templates
  • Personalized acknowledgement and thank-you letter workflows
  • Tribute, memorial, and in-honor gift handling
  • Lapsed, mid-level, and major donor journey mapping
  • Stewardship calendar and touchpoint cadence design
Discuss this engagement
08
Practice

Development Operations

Streamlining the back-office that powers the front-line ask — gift processing, acknowledgements, and reporting cadence.

  • Gift entry, batching, and reconciliation workflows
  • Acknowledgement and stewardship automation
  • Tax receipt issuance, reissues, and year-end summaries
  • Pledge tracking, reminders, and write-off policies
  • Cross-team workflows with finance and program staff
  • Dashboard and KPI reporting
Discuss this engagement
09
Practice

Database Audits & Support

Rigorous diagnostic reviews of your donor data to recover lost potential and protect data integrity over time.

  • Comprehensive data health and integrity audits
  • Coding, attribute, and table structure reviews
  • Migration and integration support
  • Ongoing remote DBA-level support
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10
Practice

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.

  • Source-system extraction (eTapestry, DonorPerfect, Salesforce NPSP, Bloomerang, Excel)
  • Field mapping, code table alignment, and constituent dedup strategy
  • Gift, pledge, action, and relationship history preservation
  • Test loads, reconciliation reports, and side-by-side validation
  • Cut-over planning, freeze windows, and rollback procedures
  • Post-migration training and 30/60/90-day support
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11
Practice

Website Development

Mission-driven websites built to convert visitors into donors — integrated with your CRM and giving platforms.

  • Nonprofit website design and build
  • Donation page and giving form integration
  • CMS setup, training, and content migration
  • Raiser's Edge, Luminate, and Blackbaud integrations
  • Accessibility (WCAG) and mobile responsiveness
  • Ongoing maintenance, hosting, and analytics
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12
Practice

Processing & Event Systems

End-to-end systems for gift processing and event fundraising — from registration and ticketing through reconciliation in your CRM.

  • Gift processing workflows across check, credit, DAF, and stock
  • Event registration, ticketing, and table management setup
  • Auction, sponsorship, and table-gift tracking in Raiser's Edge
  • Post-event reconciliation, receipting, and stewardship
  • Integration of event platforms (Greater Giving, OneCause, Eventbrite) with RE
  • SOPs and training for processing and event teams
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13
Practice

Political Campaign Database & Fundraising

Compliance-ready donor databases and fundraising management for political campaigns, PACs, and advocacy committees.

  • Campaign donor database setup (NGP VAN, NationBuilder, Raiser's Edge)
  • FEC, Elections Canada, and state-level compliance reporting
  • Contribution limit tracking and aggregate donor monitoring
  • Call time prep, finance committee, and bundler tracking
  • Event, low-dollar, and high-dollar fundraising workflows
  • Voter file integration and donor-to-volunteer pipelines
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