Nonprofit Data Services

Four focused plans designed for nonprofits at every stage of their data journey.

Most nonprofits your size face the same choice: stretch for a full-time data hire, or keep limping along with spreadsheets. Harvard's Strategic Data Project, which has screened data talent for mission-driven organizations since 2009, warns that a weak data hire can mean "policy decisions made on the wrong numbers, or leadership losing confidence in data altogether." There's a third option: get the data function without the hiring risk. That's what these plans are.

If choosing between platforms is part of your decision, see how Raiser's Edge, Virtuous, Bloomerang, and Salesforce compare for nonprofits.

Service 01

Data Management

Most nonprofits are sitting on years of accumulated data: donor records, program participation, grant reporting. The problem isn't having data. It's trusting it.

Your data didn't get messy in a month, and we don't fix it in one. Over your first 90 days we progressively clean your records, merging duplicates and standardizing fields as we go. From day 91, we keep it that way. The goal is simple: your existing CRM becomes your database of record, the one place your team can trust for every donor and every gift.

What's included

  • Progressive cleanup of your full database in the first 90 days
  • Ongoing data hygiene: monthly deduplication and error correction
  • Field standardization on new records
  • Monthly data quality report with flags, so you can see your data health every month
  • Email list hygiene and CRM sync audit
  • Compatible with Salesforce, HubSpot, Raiser's Edge, Blackbaud, Bloomerang, Virtuous, Excel, and more
36%
of nonprofits reported difficulty using their data for decision-making, up from 14% the year before (2026 CCS Philanthropy Pulse)
$500/mo
up to 10,000 records. 6-month initial commitment, then month to month.
Get a free data audit

For larger databases: the Data Cleanup Sprint

From $3,500, one time. If your database holds more than 10,000 records, or your data lives across multiple systems that need consolidating, the monthly plan alone can't cover the initial lift. We'll scope a one-time cleanup sprint on your discovery call and quote it in writing before any work begins. After the sprint, ongoing plans start at $500/mo with no initial commitment, since the heavy work is already done.

Service 02

Data Management Plus

Clean data is the foundation. This plan adds the reporting your board actually asks for, without the cost of a full reporting engagement.

What's included

  • Everything in Data Management
  • One board-ready monthly impact report
  • One dashboard, built once and refreshed monthly
  • Donor-facing outcome summary each quarter
$1,200
per month — the right fit for orgs whose board meets monthly and wants numbers they can trust
$1,200/mo
up to 25,000 records
Service 03

Data Reporting

We start with your audience, not our analysis. A board report and a program staff report answer different questions, and neither should require a statistics degree to read.

Your board wants to see impact. Your donors want to know their money is working. Your staff needs to understand what's happening in your programs.

We build the reports and visualizations that tell your organization's story. Clearly, honestly, and in a format people will actually read.

What's included

  • Everything in Data Management
  • Up to 4 reports per month, weekly cadence available: think appeal after action reports or year over year giving trends
  • Up to 2 live dashboards in Power BI, Tableau, or Hex
  • Board-ready impact summaries
  • Donor-facing outcome reports
33%
of nonprofits cited data management and CRM issues as a barrier, more than double the year before (2026 CCS Philanthropy Pulse)
$2,000/mo
up to 100,000 records
Service 04

Data Strategy

Cleaning and reporting get you reliable data. Strategy is what turns that data into better decisions: about your programs, your fundraising, your operations.

We work with your leadership team on a data strategy that fits your size, your mission, and your capacity. No bloated frameworks. No jargon.

What's included

  • Everything in Data Reporting
  • 5 hrs/month of 1:1 strategy consultation, on topics like audience segmentation, how much to ask each donor for, and donor retention and reactivation planning
  • Up to 3 live dashboards
  • Data maturity assessment (first 90 days)
  • One staff data literacy workshop per quarter
  • Roadmap for data infrastructure growth
5 hrs
of dedicated monthly strategy time, with a real human who knows your organization
$3,000/mo
up to 250,000 records

Add-ons (any plan)

  • Additional report: $350 each
  • Additional dashboard: $500 build, $150/mo refresh (simple single-source dashboards only; complex builds quoted separately)
  • Additional strategy hours: $200/hr
  • Record volume above your plan cap: quoted in writing before work begins

Straightforward commitment terms

  • Data Management: 6-month initial commitment, then month to month
  • All other plans: month to month, no long-term contracts
  • Annual prepay: 1 month free (pay for 11, get 12)
Why the 6-month commitment on Data Management?

The heavy cleanup work happens in your first three months, and the commitment lets us do that work properly at $500/mo instead of charging a separate project fee up front. After 6 months you're month to month, no strings.

Not sure which service you need?

Start with a free 30-minute discovery call. We'll tell you exactly where your data stands.