Set your people and your strategies up to succeed

Tools &
Technology Services

Donor management and communications tools can make or break your development and communications success. Our team can leverage our research and field usage of nonprofit communications, database and giving tools to connect your technology dots, save you time, and help generate actionable insights. 

We can you select, transition, implement, refine, and automate:

  • Constituent relationship management (CRM) systems

  • Giving or event fundraising tools

  • Email and SMS marketing tools

  • Social media management tools

  • Digital advertising management tools

Types of projects we lead

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Technology Assessment

Connect the right dots and the technology you use can save you time and generate actionable insights. We’ll explore your donor database or CRM, online campaign platforms, email marketing platforms, and social media management tools—and how you use them! We can recommend new systems, develop automations, and build connective tissue that will make your tech work for you.

Photo of a man standing in front of a sign that reads "CRM"

CRM Selection & Transition

Outdated donor management tools can limit your fundraising strategy and success. We’ve poured hundreds of hours of research and field testing into many of the most popular nonprofit CRMs. If you need to choose a new donor database, we’ll dig into your business drivers, define your unique needs, research and compare your options, and help you choose with confidence. We can also help manage your transition to a new donor management system and recommend ways to keep your data in tip-top shape.

Photo of a person holding a phone that reads, "Making a Better World" with a "Donate" button.

Giving, Event, or Marketing Tech Selection

The right online platforms can make or break your next online campaign or virtual event, and transform your long-term strategy. Access to our years of research, demos, and client use will accelerate the process of finding the right tool for you. We’ll determine your top priorities and ideal features, research and compare your options, schedule demos, and help you make the best choice for your purposes. We can even help set up and customize your new platform.