Service
Donor Database Cleanup and Reporting
Clean data, usable segments, and reporting you can trust—so fundraising stops feeling chaotic and follow-up becomes repeatable.
2–4 weeks
CRM hygiene
Lists you can trust
What we do
- Merge and de-duplicate key donor records (database + spreadsheets).
- Standardize core fields so reports stop breaking.
- Create a clean working list for appeals, stewardship, and board reporting.
- Document lightweight processes so the cleanup sticks.
Why it matters
- If you can’t trust your lists, you can’t execute consistently.
- Clean segments make asks and stewardship faster—and more relevant.
- Reliable reporting helps leadership and boards stay aligned.