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.

Discover Our Expertise

For over 30 years, we’ve been dedicated to the social impact sector, guided by respect, integrity, and a passion for meaningful change. Our commitment to exceptional personal service ensures that our clients do the right things right!

DonorMetrix

Unlock your fundraising potential. We help you make the research-based decisions necessary to guide successful fundraising strategies.

Annual Giving

We specialize in creating tailored direct response strategies to engage supporters, inspire repeat gifts, and grow long-term donor relationships.

GrantWorx

Our expert grant writing and management services help organizations secure vital funding. Our streamlined process is simple and effective.

Brand Development

We create a living brand that connects with your supporters, tells a story, and amplifies your impact.

Case for Support

Remember, to your supporters it’s all about your “Why”. We can help bring it to life and connect you with supporters that care.

Creative Services

Our copywriting and graphic design teams understand donors, ensuring every message is clear, compelling, and thoughtfully crafted.

Strategic Counsel

Strengthen your team with practical fundraising strategies and advice from mentors who make an impact.

Project Management

Successful fundraising is all about the details. We manage fundraising projects from start to finish.

Other Services

We can help improve your Donor StewardshipPeer-to-PeerMajor Gift Prospecting, and more.

Helping our clients do the right things right.

Partner with us to bring your creative ideas to life and transform your business into something extraordinary.

What Our Clients and Partners Say About Us

Testimonials

Hear what our partners have to say about their experiences with us.

“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. 

“Gloria came along at the right time when we were launching our fund development program. Her experience and insights have created the building blocks and development tools that are already increasing our revenues and laying a strong foundation for the future.” 

“If you are looking for a marketing professional who will elevate your brand, generate exceptional results, and bring a winning mindset to the table, look no further than Gloria. She is a true gem in the industry, and I am grateful to have had the opportunity to work with her.” 

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