Services
Prospect Research
Not every nonprofit has a fulltime prospect researcher. Data Sense can create a prospect research methodology that is adapted to your staff size and resources so that you can begin to identify your best donor prospects. We can teach you what to look for, where you will find it and how to use it.
Constituent Relationship Tracking
Building relationships with your donors is the best part of your job but it can be difficult to manage unless you can track progress. Data Sense can set up a relationship tracking process, based on best practices, so that you can systematically qualify, cultivate, solicit and steward your donors.
Database Management
What do you need from your database? This is where we will start in a database audit. Data Sense will review your use of data fields and data entry procedures. We will make recommendations, provide a plan of action and can assist with implementation. If your database doesn’t meet your needs, we can walk you through the database selection process.
Reporting
To be strategic and make plans for your future fund raising efforts, you need to know the source of your gifts, how they were used and what it cost to bring them in. Monthly, quarterly and annual reports make this possible. Reports don’t need to be complicated but they do need to be accurate. Data Sense can help you tweak your coding and if necessary help design simple, useful reports.
Policies and Procedures
Decisions regarding fund development policies and procedures need to be clear, recorded, and accessible. We can create tailored, consistent, policy and procedure documents that will help keep your behind-the-scenes functions humming.