Data Services
The foundation of any successful fundraising program is the database. In fact, it is usually the biggest asset!
Ensuring records are correct, consistent, and complete is a must – but it is often one of the most challenging areas to manage. We understand it can be difficult to know what the information is telling you.
Touchworks can help.
We get data!
We provide services to audit your current CRM, fundraising platforms and processes to ensure efficient data capture and streamlined process. We can help you make sense of your data in a way that will enable results-based decision-making and more accurate revenue projections.
We provide the following data services:
- DonorMetrix – Audit of current fundraising software capabilities, usage and historical giving analysis.
- Tax receipt processing audits to assess existing procedures and make recommendations to improve them.
- Coordinate merge/purge and other data services such as address correction, change of address, telephone append, and duplicate elimination.
- Donor Segmentation is used to determine demographic and psychographic characteristics.
- Donor Database Code Maintenance.
We will also help you build your monthly giving program, establish donor-centric gift acknowledgement and recognition procedures and find the best ways to integrate mail, phone and digital mediums for maximum impact and return on investment.
And if you’re unsure about your existing program or whether or not you have the right technology and in-house resources to fulfill your goals, we can help. We will audit your program and its infrastructure and give you our best advice for improvement.
“Gloria is a practical, no nonsense, get it done person. She’s effective and creative in her thinking, tactful in her approach and thus, when a client I was working with on Vancouver Island needed someone on-site, I turned to Gloria to be that person.