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Sunlit Forest Road

OUR SERVICES

Donor Database Support

Audits, analysis, optimization, setup, and transfers for donor databases.

FUNDRAISING TECH STACK & DATABASES

We can support any donor database you have.   Below is a listing of common databases and tech stacks we support. 

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Donor Database Optimization & Consulting

$95/h

Fix what’s slowing your team down. This is hands-on support to address the issues that make your database harder to use than it should be.

What’s available (not limited to:)

  • Identifying workflow and process bottlenecks

  • Cleaning up structures that create unnecessary complexity

  • Improving gift coding, tracking, and segmentation logic

  • Updating workflows so reports and data align

  • Helping you get your money's worth from your database

 

Outcome:

An efficient database your team can trust and use without constant workarounds.

Donor Database Transfers

Custom Quote

Move systems without losing history with confidence. Changing databases is high risk without proper planning.

What’s included:


  • Transition planning between systems

  • Field mapping and data cleanup

  • Validation of donor and gift records


Outcome:

Continuity, accuracy, and peace of mind during system changes.

Donor Database Analysis

$556

See what your donor data is actually telling you.

This is a precisely focused review of donor behaviour and trends to support better decision making at both the staff and leadership level.

What’s included:

  • Review of giving history and trends

  • Analysis of donor behaviour over time

  • Executive level insights and observations

  • Clear recommendations for future focus


Outcome:

Ability to make decisions based on real donor behaviour instead of assumptions.

Donor Database Audit

$3500

Understand what’s broken and where to focus

An audit is a diagnostic review. It does not fix problems. It identifies them clearly so you can decide what to address and when.

What’s included:

  • Review of database structure and usage

  • Assessment of segmentation and workflows

  • Identification of reporting and reconciliation issues

  • Clear summary of problems and recommended next steps

  • ​Tax receipt forms and procedure review


Outcome:

Clarity on what is inefficient, what is misaligned, and a prioritized action list

Donor Database Training

$100 per teaching hour

Training and support for you and your staff

Overcome challenges of not having database experienced staff on hand

What’s available (not limited to:)

  • Basic training for users (role  or task specific)

  • Owner level training (for database coordinators or management roles) 

  • Training to prepare staff members to take over daily database operations


Outcome:

Trained staff with skills and knowledge to fully exploit your donor database

Donor Database Selection & Setup

$950

Choose and configure a database that fits how you fundraise. For organizations setting up a donor database for the first time or outgrowing their current system.

What’s included:


  • Assessment of organizational needs

  • Recommendations for appropriate database systems

  • Fundraising focused configuration and setup

  • Establishing core data entry and usage procedures


Outcome:

A database built to support fundraising goals, not just store data.

Donor Database Packages

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Support for non-profit leadership decisions

When you’re navigating big questions about fundraising structure, priorities, or capacity, it helps to have a friendly,  experienced, non-judgmental sounding board. This is a space to think clearly and make confident decisions.

LET'S FIGURE THIS OUT TOGTHER

When your database is way more complicated than it should be

This is my superpower! If your donor database feels messy or harder to manage than it should be, something is getting in the way. I’m here to sit with you, look at what’s happening, and talk it through together. I'll focus on what matters, notice what’s working, and gently untangle what isn’t. I’m here to help you bring clarity back to the system so it can support your work and give you a bit of breathing room again for you or your staff.

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