Partnered Solutions

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Custom Build Out options

Policy/Procedural Build Out
Price Varies

Unsure Where to Start with Fundraising Policies and Procedures? We're Here to Help. Our expertise includes: 

  • CRM Best Practices & Usage Guidelines  

  • Donor Acknowledgement Policies  

  • Creative Brief Templates  

  • Pipeline Tracking Guidelines  

  • Full Fundraising Playbooks  

  • Custom Touchpoint Plans 

CRM Metrics Build Out
Price Varies

We know CRMs can be powerful - or paralyzing.

We work with your team to optimize your CRM for what matters: donor engagement, actionable data, and aligned goals.

With smart workflows, clear dashboards, and practical best practices, we make sure fundraisers and leadership stay focused and on track to meet goals. 

Interested in learning more?

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