Data Analytics, Systems & REsearch

We can help your organization achieve data-driven fundraising operations through multiple lenses, from analyzing your donor data to conducting prospect research to optimizing the systems where your data is stored.

Our Data Analytics, Systems & Change Management, and Research project approach pairs technical capabilities with deep expertise in fundraising strategy and implementation. This intersection means we are uniquely capable of providing actionable and sustainable solutions to enhance your nonprofit’s data strategy and raise more money for your mission.

Data Analytics

Nonprofits need reliable tools and regular, timely access to critical information and insights to remain agile in an increasingly competitive industry. No longer options, data analytics, AI, and process automation are now essential for your nonprofit’s success.

Predictive AI, powered by machine learning and advanced statistical methods, helps nonprofits better understand donors for the most effective fundraising engagement strategies, while predictive and generative AI enable segmentation and tailored messaging that genuinely connects with donor motivations. And process automation is like having dedicated volunteers who never tire and work around the clock, speeding up routine tasks, reducing costs, and giving your team more time to focus on your mission.

These data science applications empower nonprofits to use resources fully and increase impact.

systems & Change Management

Systems & Change Management helps nonprofits understand “data in practice.” We are experts in change management and can help you assess how information is gathered, managed, and used to drive strategic fundraising activity. We help development teams get to the root of their data challenges through our question-driven approach and data visualization. Whether you’re using spreadsheets or a CRM like Salesforce, Blackbaud, or Tessitura, we work with your team and other key data stakeholders to collaboratively build a framework for the ideal entry, management, prioritization, and application of data.

Research

Our team of experts can provide the following research services to bolster your fundraising initiatives:

Wealth Screening

We can help you assess the full giving capacity of your existing donor database.

Prospect Landscaping

We can help you expand your network of potential donors by identifying new giving potential from individuals, foundations, and corporations.

Relationship Mapping

Using the latest research tools, databases, and platforms, we can help identify pathways and connections from prospective donors to your nonprofit.

Prospect Research

We can help your fundraisers prepare for the cultivation and solicitation process with in-depth profiles on your top prospective donors.