Data & Analytics

Depending on your needs, we can

  • Analyze grant fundraising efforts over the past few years
  • Interpret trends in giving & recommend strategies to improve success rates
  • Review budgets and financial reports for connections with fundraising
  • Build custom reports and tools to track grant fundraising efforts and stewardship
  • Review how success is defined and conveyed to stakeholders
  • Research donor databases and offer brief reports with recommendations
  • Organize digital filing systems, files and folders
  • Asses and clean up a database and its related data set (donor/grant funder/award information)

Andi is an expert-level user for Microsoft Office programs, and handy with most databases.

We have the most experience with Salesforce and Excel for managing data, and some experience with QuickBooks and DonorPerfect.

When a project requires skills and expertise beyond our capabilities, we partner with additional consultants.