SERVICES
Your donor data, actively managed by a specialist
One predictable monthly engagement. No surprises, no scope creep.
The cost of unmanaged data is rarely one big misstep. It's the slow accumulation of small ones:
✘ Reports that change every time you run them
✘ Missed or delayed gift acknowledgements
✘ Institutional knowledge trapped in one person's head
✘ Duplicate records quietly inflating donor counts, and mailing and printing costs
✘ Donor counts that shift for no apparent reason
✘ Board meetings built on numbers no one fully trusts
✘ The year-end scramble to clean up 12 months of drift
Stewardship is what keeps the quiet problems from becoming the ones you have to explain.
Monthly Stewardship Retainer
This isn't database help by the hour. It's the ongoing operational care, continuity, accuracy, and institutional memory your fundraising depends on. Handled by one specialist, so it never again becomes an afterthought.
This is the core of how I work, and for most organizations, it's everything they need. Each month, it includes:
Donation entry & receipting
Donations recorded accurately and acknowledged on time
01
Data cleanup & maintenance
Duplicates management and standardization, the steady hygiene that keeps a database healthy
02
Reporting & analysis
Clear, reproducible reports (and what they mean) you can take to leadership and the Board
03
Async support
Expert help on a predictable rhythm, without another person on staff to manage
04
Nonprofit CRMs aren't generic databases. Soft credits, pledges, in-kind gifts, grant tracking, acknowledgement rules, fund restrictions… These particulars that make nonprofit data management its own discipline are easy to miss without sector experience. And the gaps don't surface until year-end, an audit, a reconciliation that doesn’t match, or a Board question you can't answer.
Specialized work needs a specialist who has seen these patterns across hundreds of organizations, not someone leaning your CRM on your data.
And the alternative, a full-time database manager, runs $60-90K a year, plus benefits, payroll taxes, and the time it takes to manage and train them.
My ongoing services give you access to that expertise without the cost and complexity of building it in-house.
Monthly retainers begin at $3,000, scoped to your organization's size and complexity. Each engagement starts with a one-time onboarding fee that covers the initial assessment, strategic setup, and documentation.
You gain reduced risk, operational maturity, and the confidence that your data are handled by someone who has done this for years across hundreds of organizations.
Who I work best with
I work best with organizations that value good systems and want the data taken off their plate, not managed by committee. If you're looking for the lowest possible price, same-day turnarounds, or someone to also handle your website and email, I'm probably not the right fit, and I'll tell you so honestly.
What working together looks like
A steady and low-friction relationship by design:
Onboarding
We begin by assessing your existing database and processes so nothing runs on guesswork. We then create a sustainable operational plan to move forward, and build systems around it.
01
Data access
Donor information is sensitive, and I treat it that way, handling access securely with clear protocols in place and a signed agreement before any work begins.
02
Predictable monthly rhythm
The recurring work happens continuously and on schedule behind the scenes. You don’t have to chase or manage it.
03
Async communication
Updates and questions are handled on a regular, established cadence, not a constant stream of pings or radio silence.
04
Deliverables
Reliable reporting and clear analysis delivered the same way every time, no guessing whether this month's report matches last month's.
05
Bringing outside expertise doesn't mean loosening your grip on your most important asset. It's simply one less thing to keep you up at night.
How we'd start
A calm, low-pressure path in, designed so you can decide what's right without committing to anything prematurely.
Free 45-minute call
You describe your situation. I ask the diagnostic questions that surface what's likely going on underneath. You'll leave with a clearer picture, whether or not we work together.
01
Monthly retainer
When you're ready to hand it off, we start with onboarding and the stewardship engagement begins.
02
Hand it off
You've been carrying the database long enough
No more wondering whether the report is right. No more scrambling before a Board meeting. No more hoping someone remembers how things were done.
Just reliable data, documented systems, and confidence in the information your organization runs on.
Let's talk about getting there.