Services
Designed for donor relations teams
Out-of-the-box agent services your team can plug in today. We connect the donor data you already have to create a lightweight, pseudo CRM layer, then turn it into stewardship-ready materials and reporting without a full CRM rebuild.
Fill out the lead formData Unification
Connected donor records
Sync giving platforms, email tools, events, and spreadsheets into a single donor timeline with deduping and field normalization built in.
Stewardship Engine
Donor-ready communications
Impact recaps, thank-you notes, pledge updates, and newsletter inserts drafted by segment with human review built in.
List Operations
Segmentation and hygiene
Automated tagging, lapsed donor alerts, and suppression rules keep your lists accurate and compliant.
Fundraising Intelligence
Lifecycle reporting
Dashboards and weekly briefs surface momentum, at-risk donors, and next-best actions across the pipeline.
How we work
A collaborative model for donor data
Every engagement starts on a proven foundation. We connect your data sources first, then enhance the outputs with any internal documents you choose to provide.
Connect your sources
Authorize integrations or upload exports from CRMs, email tools, payment processors, and event systems.
Normalize and enrich
We dedupe records, standardize fields, and build stewardship-ready profiles with the context you approve.
Activate stewardship
Launch segments, communications, and dashboards, then expand with additional sources or workflows as you go.
What’s included
Support layers that accelerate adoption
We assemble the right mix of researchers, technologists, and storytellers from our network. Engagements often include:
- Migration planning from legacy CRMs and spreadsheet systems
- Integrations with giving platforms, email, and event tools
- Board-ready donor reporting and stewardship storytelling
- Campaign support for year-end, major gifts, and renewal drives
Ready to begin?
Tell us where donor relations needs the most support
Fill out the lead form and we'll review your data sources, goals, and timeline.
Fill out the lead form