What I do

Six kinds of work, all for nonprofits, each shaped around how nonprofits actually run: your funding, your staffing and your board.

Salesforce for nonprofits

For: nonprofits starting on Salesforce, outgrowing what they have, or living with a system nobody fully understands.
Sound familiar?: We paid for Salesforce, and the real list is still in a spreadsheet.
What I do: I build from scratch, add new pieces, or update and repair what you already have. That covers fundraising and donor records, moves management (the steps that bring a donor toward a major gift) and case management for the people you serve.
What you get: a system your staff work in every day, and someone on your team who knows why it was built that way.

For: organizations about to pick a database, a fundraising tool or any system they will live with for years.
Sound familiar?: Every demo looked great. How do we choose?
What I do: I run vendor and application selection: I help you write down what you actually need, then weigh the options against it.
What you get: a choice you can explain to your board, made before the contract is signed.

For: leaders who want technology to follow the mission, not the other way round.
Sound familiar?: We keep buying tools and none of them connect.
What I do: I look at your systems, your goals and your people, including a staff skills audit of who can do what today. Then I set out what comes first, next and later.
What you get: a plan with an order to it, sized to your budget and your staff.

For: nonprofits whose appeals, renewals and events come together at the last minute.
Sound familiar?: The match closed. Did anyone thank the donors behind it?
What I do: I help you plan your fundraising year, build out your membership program and plan your events: what happens, in what order, and when each message goes out, like when to thank the donors behind a matching gift. This is planning, not marketing or social media.
What you get: one plan for what happens when across your fundraising, membership and events.

For: any organization that could not afford to stop for a week.
Sound familiar?: If our database person left tomorrow, we'd be stuck.
What I do: I find what your work depends on, from systems and data to the people who know how they run, and plan for losing each one.
What you get: a written plan for keeping your work going when something breaks.

For: organizations moving into Salesforce from another database or a pile of spreadsheets.
Sound familiar?: Twenty years of donor history, and we can't lose any of it.
What I do: I match your old records to the new system, clean them up, move them and check the results.
What you get: your history in Salesforce, in a shape your reports can use.

That is what the call is for.

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