A free audit of your donor data, reporting, and data quality, so you know exactly what your numbers can and can't tell you right now. No donor data is shared until we agree on how it will be handled.
What We'll Need (Once We Get Started)
A donor and gift export from your CRM covering the last 2 to 3 years (gift date, amount, campaign, donor type)
Any board reports or dashboards you currently use
Your top 2 to 3 questions about your fundraising data