CLIENT TESTIMONIAL: "We brought Cassie in to guide us through the clean-up of our data and to make recommendations to stream-line our processes. I could not have been more pleased with the results. Cassie is knowledgeable about both fundraising and data, and can translate between the two quite easily - a trait that is hard to find, but well worth it when you do. Having someone who has front-line fundraising knowledge looking at your fundraising data has the added benefit of knowing how that data is used in the day-to-day activities of your Development office. The bedrock of our successful capital campaign was the effort put forth by Cassie to help us cleanse our data and streamline our data-entry and reporting processes."


We review your use of Raiser's Edge, NXT, Little Green Light and other industry-leading products, and provide recommendations for training, cleanup and efficiency. Then, we work hand-in-hand with your team to implement those recommendations, grow your own capacity, and immediately see improvements in your day-to-day work. Our goal is to leave YOUR team stronger, not dependend upon us, so we balance execution with training.

Our analysts manage your wealth screening from start to finish, perform validation of results and produce personalized profiles. We then work with you to design a customized moves management systemand configureyour database to support it.

Experts provide an extra set of hands to guide your conversion to a successful conclusion having managed several on our own as employees and as consultants.


Our consultants have served on boards, chaired them, and improved them. We can work with you to navigate the potential - and the friction - of non-profit board management.


We can quickly understand your environment and strategize with you on a marketing and communications plan to suit your audience, your needs and your goals.