Data
Board-ready
Donor Data Cleanup + CRM Rescue
Trustworthy reporting and a segmentation-ready database your team and board can rely on.
4-8 weeks$15,000 - $35,000
Who it's for
- Nonprofits where nobody trusts the numbers in the CRM
- Development teams spending hours pulling reports that still feel wrong
- Organizations preparing for a campaign and needing clean segments
- Boards that want reliable donor data before making fundraising decisions
What you receive
Deduping and standard field rules
Campaign/appeal/source tracking structure
Clean segments: major, mid-level, monthly, lapsed, event follow-up
Core reporting pack (retention, acquisition, lapsed, monthly giving, campaign performance)
Data governance playbook
What changes by week
Weeks 1-2
Data audit and deduplication rules established. Field standardization begins.
Weeks 3-4
Tracking structure rebuilt. Segments defined and populated.
Weeks 5-6
Core reporting pack configured and tested against real data.
Weeks 7-8
Data governance playbook delivered. Team trained on maintaining clean data.
Frequently asked questions
Ready to build fundraising your board can trust?
Start with a Diagnostic. Get a clear view of where fundraising is leaking, a board-ready memo, and a 90-day plan.