keep the good going

At The Cause Catalyst Co., we offer comprehensive database assessments tailored to optimize your nonprofit’s donor management system. Our evaluation focuses on several key areas to ensure your database is running efficiently and capturing critical donor information accurately:

 

1. Standard Naming Conventions – We assess the consistency of naming across appeals, events, campaigns, tags, and groups to improve organization and searchability within your database.

  

2. Gift Types and Categorization – We evaluate how gift types are tracked, including auction items, pledges, soft credits, advanced legacy gifts, and in-kind donations. Proper categorization is essential for clear reporting and donor recognition.

  

3. Duplicate Records – We identify and help resolve duplicate donor records, ensuring your database is clean and efficient.

  

4. Action Tracking – We review how actions, such as donor communications, meetings, and follow-ups, are being tracked to support effective stewardship and engagement.

  

5. Household and Business Relationships – We assess how relationships between individuals and households, as well as connections between businesses and donors, are tracked and represented in your system.

  

6. Expeditious Data Entry – We evaluate the speed and accuracy of data entry for gifts and other donor interactions to ensure your organization can respond promptly and appropriately.

 

With our database assessment, your nonprofit will be equipped to streamline donor tracking, improve reporting, and enhance overall donor engagement, ensuring your fundraising efforts are both effective and efficient.