How I Help
Understanding Your Unique Needs
Every nonprofit is different and requires solutions tailored to its specific needs. My goal is to meet organizations where they are and help them make practical improvements that support long-term growth.
Strengthen Data Integrity
Help organizations create reliable, usable donor data across systems. This can include database cleanup, duplicate review, import preparation, record organization, and improving day-to-day data entry practices.
Reliable donor data supports effective stewardship and informed decision-making.
Design Efficient Processes
Streamline the operational workflows that support donor management, including acknowledgements, data reporting, and recurring administrative tasks.
The goal is to reduce manual effort, improve consistency, and simplify core operations so they are easier to maintain with limited staff capacity.
Build Sustainable Systems
Create scalable operational structures that can grow alongside an organization’s mission. This may include CRM setup and configuration, donation platform integration, and implementation planning that supports organizational growth.
Focused on building systems that are reliable, maintainable, and appropriate for an organization’s current stage of growth.
Rates & Services
My hourly consulting rate is $70/hour.
Some projects may qualify for discounted bundled hours depending on project scope.
Project work may include:
CRM setup and implementation
Donation workflow design
Reporting structure setup
Operational support for developing nonprofit teams
My Process
Client submits the contact form with details about current operational needs.
We schedule a virtual 60-minute consultation.
During the consultation, the client walks me through their current systems, operational pain points, and goals.
Within three business days, I follow up with recommendations, possible next steps, and options for support.
Preparing for Your Consultation
Current System
Which tools are you currently using?
Where are your systems currently working well?
What do you not want to change?
Pain Points
Which tools are not integrated?
Where are staff spending the most time on repetitive work?
What issue would make the greatest difference if improved?
Ideal Outcome
Which database functions are most important to your organization?
Where do you see your operations in the next year?
What does successful improvement look like?