Services that Solve


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.



Insufficient (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 anticipate current and future software needs and advance your mission with the use of technology.