Free Assessment

• We are more than happy to come in to your organization, meet with staff and asess your database free of charge. We have worked with many non-profit vendors and if our services are not a match, we will make recommendations and point you in the right direction. 

Streamlining Development Systems

• Create donor acknowledgement systems - get letters out in an efficient  and timely manner
• Help to create a ‘picture’ of your donor base by creating groups, prospect mining, classifying and coding
• Set up moves management system to track cultivation and stewardship
• Create and pull segments for appeals and direct mail
• Create fluid communication and reporting between Finance and Development with or without The Financial Edge®
• Set up an easy to use tracking system for managing your grant timelines, goals, and status
• Track all the details of your special events with or with out the events module

Conversions

• Convert your data from Gift Maker Pro or other databases into Raiser’s Edge®.

Custom Crystal Reports

• Create custom reports for all of your reporting needs - financial, event, moves, donor profiles...

Training

• Train all levels of staff and volunteers - administrative to executive

Data Clean-up

• Do you have 80 different constituent codes?  How about drop down boxes with several correct choices?  Data cleaning made easy and fast.

Please feel free to call or email with any questions! We look forward to hearing from you. Fill out our easy contact form for quick questions.

Email: Harriet@htlehmannconsulting.com

Phone: 415-730-6550

Client List and Partners