Virtual Database Management
You’ve invested a lot in your fundraising software.
Now you need someone who knows how to use it.
You may not have a dedicated staffer who is able to commit to learning and maintaining a new or complex software system.
Maybe you’ve had some “dabblers” who’ve learned some basics, but can’t quite get you the report you need.
Perhaps your go-to database person is no longer with your organization, leaving you in transition and your data getting messier by the day.
At SDM, we already know the ins-and-outs of your system. We’ll quickly get to know the ins-and-outs of your organization — and make your software work for your needs.
Our ongoing monthly services provide you with an expert database manager always on-hand to ensure data integrity, build reports, pull mailing lists, manage your back-end communications and more.
Monthly services include (but not limited to):
Offline and online gift entry & receipting management.
Duplicate maintenance, record integrity, and data entry consistency.
Email list management and maintenance (integration / sync between systems when applicable).
Customized mailing list generation (such as year-end appeal, event invitations, lapsed donors, mid-level donors, major gifts, etc…)
Management of electronic receipting, campaign codes, and other integrations (including website, quickbooks, peer-to-peer, 3rd party donation forms, etc…)
Custom filters and reports on request.
Donor prospecting, prospect research, donor engagement, and retention tracking.
Event administration (one-cause, mobile cause, native or other event management software, follow-up communications, syncing/integration between software systems when applicable).
Plans & Pricing
How it works: You’ll fill out an inquiry form below, then you can schedule a 30-minute consultation (schedule below) to discuss your needs and identify which plan is right for you.
Based on our conversation, we’ll send you a custom proposal outlining tasks and objectives, plan level, start date, and estimated length of service.
Once you’ve reviewed the proposal, you’ll sign and return the letter of agreement. Then, we’ll set up your client portal where we’ll track progress on your project, and set up automatic billing reducing the hassle. We always refund any unused hours when you are ready to conclude your services.
Basic Plan
$800/monthly
10 hours monthly
3-month minimum engagement
Accelerated Plan
$1600/monthly
20 hours monthly
2-month minimum engagement
After you fill out our inquiry form via the link above, you’ll get a link where you can schedule your 30-minute conversation about your database, staffing, or project needs and how we can help!
We look forward to connecting with you!