Services that Solve


Comprehensive System Audits

Wondering about data hygiene and organizational logic in your fundraising system? Get a detailed health report before your next fundraiser, appeal, analytics exercise, migration, integration, audit, or campaign.



Inadequate (or non-existent) communication among database solutions? Leverage your organization's data by integrating disparate systems such as fundraising, ticketing and point-of-sale. Jeffrey uses a variety of off-the-shelf and custom tools so you can finally see how behaviors in other systems can inform your fundraising strategy.


Custom Reporting

Stymied by canned reports in your fundraising system? Go ahead and design your dream report. Browse through custom samples to spark ideas for your design.


Query & Appeal Building

Need help getting your solicitation out the door? Let Jeffrey take complex querying and appeal management off your hands. Feel confident your mailing is accurate, on time, and segmented to your specifications. Track results and increase your response rate, retention rate, and average gift size through targets and ask ladders.


Project Management

Lost in minutia? From simple implementations to complex database projects, take the pressure off your staff and let Jeffrey manage budgets, deadlines, resources, and deliverables from kick-off to go live.


Migrations & Conversions

Planning a move to a new system? It can be stressful and time-consuming. Let Jeffrey take care of pre-migration data cleanup, field mappings, and implementations. Offload tasks to free time for your staff and add value to your project.


Planning & Budgeting

Worried about budgets? Project the cost of your software subscription to protect cash-flow and calculate the value of your software investment over time.


Software & Services

Too many software solutions to choose from? Find the product to meet your functional requirements and budget with custom RFPs. Keep abreast of software marketplace trends to ensure the best fit.


Analytics & Modeling

Need to add more in-depth information to your constituent records? Round them out through demographic overlays, modeling, and other enhancements.


Needs Assessments

Don't know what you don't know? Let Jeffrey help you identify and articulate current and future software needs and advance your mission with the use of technology.

“Jeffrey fosters lasting, meaningful relationships with his clients. He expertly helps them increase their knowledge and comfort with data systems.”

Ailen Pedraza

Associate Director of Data Management and Development Operations, The Studio Museum in Harlem

“Jeffrey’s knowledge of and expertise in the Raiser’s Edge and Crystal Reports saved us countless hours. He audited our system, streamlined our processes, and documented best practices. Jeffrey is quite simply INCREDIBLE.”

Ann-Marie Thornton, CFRE

Senior Director, Institutional Advancement, Community College of Baltimore County

“Jeffrey’s knowledge, patience and ability to understand and translate what we didn’t yet know was key for our expanded use of RE. His ability to guide us in streamlining our membership benefits delivery system ensured increased financial growth and resulted in more engaged relationships with our members/constituents/donors.”

Anne Mueller

COO, The Lens

“Jeffrey’s deep knowledge of data and fundraising make him a secret weapon for increasing contributed revenue goals year to year.”

Denyse Reed

Director of Development, Film Forum

“Jeffrey’s knowledge of the nonprofit community is immense and he goes above and beyond to help us continue to grow as software users.”

Julie Porter

Director of Administration, Hereditary Disease Foundation

“His expertise in the use and management of Blackbaud products is second to none.  I recommend Jeffrey in the highest possible terms.”

Kristen Dempsey

Database Administrator, Friends of the Highline

I’m a repeat customer for a reason: Deep expertise + innovative solutions + friendly teammate = Excellent Consultant.

Lisa Robb

Development Officer, Newport Festivals Foundation

“Jeffrey is a non-profit unicorn. His wealth of knowledge and ability to find solutions is matched by his exceptional interpersonal skills. He delivers results, and is a joy to work with.”

Megan Quinn

Director of Development, Fairfield Theatre Company

“Jeffrey is a true partner and approaches each job with patience, innovation, and creativity. His deep knowledge of RE is the best industry shortcut to achieving your data and fundraising goals. Couldn’t do it without him!”

Patty Allen

Director, Annual Fund + Foundation Operations, Brooklyn College Foundation

“We feel very fortunate to have found a consultant with skills that aligned so well with our complex needs. Jeffrey was a pleasure to work with and we couldn’t be happier with the ticketing software choice we made.”

Rosalie Roth

Director of Development, Mark Twain House

“Figuring out how to make the most of your fundraising data system can be hard. Jeffrey makes it easy.”

Susan Latham

Vice President of Marketing and Communications, Citymeals on Wheels

“Jeffrey’s experience and knowledge of data systems, paired with his expert guidance, make him the go-to consultant for achieving your fundraising goals.”

Victoria Leonardo

Database Administrator, World Monuments Fund