All of our consultancy and training services are completely bespoke to your organisation’s needs.
Here is a guide to just some of the areas we cover. We can:
- Conduct a database audit
- Ensure best practice and GDPR compliance
- Provide expert advice, mentoring and training
- Provide ongoing database administration support including gift processing, donor relations, data segmenting and reporting
- Provide support and guidance for specific projects and campaigns
- Conduct data integrity checks and cleansing:
- We work with trusted partners to help charities “cleanse” your data ready for mailings, saving you money by flagging up deceaseds, movers and gone aways. We also work with trusted fulfilment companies and can help project manage the fulfilment and delivery of Direct Mail campaigns.
- Maximise prospect management through best use of your database
- Help to maximise Gift Aid claims and your Gift Aid process
- Create streamlined time and cost saving office processes
- Carry out data conversions and imports into your database
- Provide a variety of financial services as required
- Conduct bespoke one-on-one or team training to refresh and review database processes