Data Counsel
We help organizations translate data into actionable fundraising strategy by offering deep expertise in CRM selection, migration, implementation, and administration — serving as an extension of your team to build a culture of data-driven decision-making.
CRM Selection & Implementation Support
If your organization is considering a database transition, CFA provides independent strategic guidance throughout the CRM lifecycle to reduce implementation risk and maximize long-term ROI. Services include a CRM needs assessment and vendor selection, implementation oversight and stakeholder coordination, data migration planning and validation, configuration and process optimization, documentation and knowledge transfer, and go-live and post-implementation support.
Data Audit
This service is essential for organizations preparing for a campaign or considering a database transition. A CFA Data Audit evaluates the health, accuracy, and completeness of your fundraising CRM, identifying threats to data integrity and delivering actionable, prioritized recommendations. A CFA Data Audit includes discovery interviews with key staff, a thorough data hygiene analysis, an infrastructure assessment, and a custom roadmap so your database can serve as a true single source of truth for your fundraising efforts.
Ongoing Counsel
Organizations often continue to partner with CFA after a Data Audit to implement recommendations, provide additional database training, and support further database optimization. We offer flexible contracts tailored to your organization’s scale, from monthly strategy calls and data governance guidance for small teams, to weekly executive advisory sessions, AI readiness planning, and embedded operational support for organizations that need the equivalent of an in-house database administrator or CRM expert.
Interim Database Management & Hiring Support
For organizations without a database administrator, advancement services professional, or CRM expert on staff, CFA steps in as your interim database manager by providing the day-to-day operational and strategic support your fundraising data needs while you build out your team. We can also help you find the right long-term fit for your database and CRM needs, from writing job descriptions to evaluating candidates for database administrator, advancement services, and CRM roles.
