When Database Challenges Slow Your Fundraising
Many nonprofits struggle with messy data, inconsistent gift entry, and unreliable reporting — often because no one has the time, expertise, or bandwidth to manage it.
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Duplicate or missing records
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Late acknowledgements and receipts
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Confusing reporting
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Third-party gift reconciliation
How We Support Your Development Operations
SIX SERVICES
01
Gift Processing
Accurate and timely gift entry, proper coding, pledge tracking, and acknowledgement coordination to ensure every donation is recorded correctly and efficiently.
04
Data Clean Up
Systematic review and correction of duplicate records, incomplete profiles, coding inconsistencies, and outdated information to strengthen data integrity.
02
Third-Party Donations
Management and reconciliation of workplace giving, Benevity, Donor-Advised Funds, stock gifts, and other third-party platforms to ensure revenue is fully captured and properly attributed.
05
Reports
Custom development reports and dashboards tailored for leadership, finance, and board reporting — built for clarity and confidence.
03
Annual Statements
Preparation and review of year-end donor statements to ensure accuracy, compliance, and timely delivery, reducing stress during peak season.
06
Reconciliation
Monthly and quarterly reconciliation between your CRM and accounting systems to ensure gift totals, fees, and deposits align accurately.
WHAT OUR PARTNERSHIP ENABLES
Clean Donor Data
Confident reporting
Reduced Stressed
Timely Donor Acknowledgement Letters
More time with donors
Stress around year-end statements
Reliable database support reduces risk and restores focus. Your team gains the stability needed to build relationships and grow revenue with confidence.
Working With the Best Clients and Partners
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FAQs
01 Is outsourcing my database management secure? Yes, we use your database. We use your database the same way that you use your database when you are working remotely.
02 Is my data secure? Our business will never release your information to any email that does not have a YOURORGNAME.org email. We won’t send to a Gmail or any other address without your express permission from an official email address. For Philanthropy Solutions, keeping your data confidential is our top priority. If we cannot keep your information confidential, we cannot exist as a company.
03 If you are not in the office, how do you process donations? All you do is snap a picture of any check and send it (text, email, Harry Potter owl if secure) to us. We do not deal with checks; we are not a check deposit service. Once you’ve done that, send the check to finance to be deposited. Credit cards and auto payments are much more straightforward as they generate confirmation emails. Auto credit card payments are entered into your payment processing services with security protocol from the service
04 What will outsourcing my database cost? Several factors determine costs: the size of your database, the number of gifts you have each year, the size of your team, and the amount of “on-call” or “admin” time you feel is appropriate. Typically, we can do the job with the same budget that you would plan on paying to hire an in-house database manager. The value of outsourcing is stability — you won’t be hiring another person in 12–18 months — and the additional services that help you raise more money.