Simplifying the Complex So You Can Amplify Your Impact

First name

Last name

Company name

Email

Phone

Quick Question?

OUR SERVICE AREAS

If any of the following services align with your organization’s current or future goals, we would love to connect.

MANAGED SERVICES

OPERATIONAL SUPPORT SERVICES

Donation Processing (including payroll deductions, tribute gifts, pledges)

Event Sponsorship and Registration Processing

Campaign, Fund & Appeal Setup/Maintenance

Donor Acknowledgement Letter Preparation

Online Donation Processing

Standard Operating Procedures / Documentation

Donation Reporting & List Development

Other

DATABASE MANAGEMENT

DATABASE MANAGEMENT AND REPORTING SERVICES

Database Clean-up and Updates (Annual and Routine)

Constituent Record Maintenance (Address, Deceased, Email, Phone, etc.)

Query and Report Development

Standardized Coding Development and Data Governance

BUSINESS INTELLIGENCE

DATA ANALYTICS AND DASHBOARDS

Power BI Data Visualization and Dashboard Integration

Fundraising KPI Development and Reporting

Moves Management Development and Reporting

Visualization of Giving Trends & Donor Pipelines

Customized Leadership Dashboards via Blackbaud RE NXT Insights

RESEARCH

ADVANCED PROSPECT RESEARCH SERVICES

Prospect Profile Creation

Capacity to Give & Wealth Screening

Affinity & Giving History Analysis

Network & Relationship Mapping

Strategic Fundraising Recommendations

Donor Screening for Existing Constituents

ACCOUNTING

ACCOUNTING SERVICES

General Ledger Management (journal entries, project/fund setup, balance verification)

Monthly Close Support (AP entry, reconciliations, budgeting assistance)

Financial Reporting Packets for Stakeholders

990 Documentation Support and Audit Readiness

Strategic Advising with CPA Oversight (budgeting, internal controls, compliance)

Blackbaud Raiser's Edge to Financial Edge NXT Integration & Gift Export Support

STRATEGY

STRATEGIC SERVICES

Fundraising Campaign Strategy

Annual Giving Development

Stewardship Program Design

Prospect Pipeline Development

BLACKBAUD PRODUCT TRAINING

BLACKBAUD PRODUCT TRAINING SERVICES

Introduction to Blackbaud Raiser’s Edge NXT (navigation, constituent records, and gift entry)

Lists, Filters, and Exporting Data (building and saving useful lists)

Action and Prospect Management (tracking interactions and fundraising pipelines)

Dashboards and Reporting (built-in dashboards, Insights, custom reporting)

Data Health and Governance (data quality, managing duplicates, batch gift adjustments)

Introduction to Blackbaud Financial Edge

THANK YOU!

To learn more, or to schedule a conversation, please feel free to reach out to us at info@causeandsolution.com or call us at 888.253.7707.