Business Evaluation & Process Improvement

Strata Philanthropy will take a non-biased approach to assess your organization's capabilities and propose solutions for advancing your advancement services programs. We can also draft documentation and train your staff on supporting enhancements for ongoing success. Some projects may include:

Draft policies, such as prospect management, gift acceptance or donor recognition
Design gift officer portfolio reviews and create process standards
Assess gaps in operations infrastructure
Create a business continuity plan
Write a Request for Proposal (RFP) for new software or service
Gauge your donor pipeline, identify gaps, and recommend efficiencies
Evaluate data to understand donor trends, goals, or opportunities
Enhance gift documentation and process to highlight your organization's expertise
Document complicated workflows, such as gift entry and finance interaction
Fundraising compliance review, including HIPAA or solicitation regulations

Staff Assessment & Training

Ever wonder why operations work seems complicated? Are tasks taking longer than you'd like? Or is the philanthropy systems area a bit of a mystery? As a leader, understanding and building your team's advancement services group is critical toward supporting ambitious fundraising initiatives. Sometimes it helps to have a critical lens review this unit or lend guidance to rising stars. We can help:

Design new staff onboarding plans and supporting materials
Assess team structure, job roles, and identify skill gaps
Conduct group training and draft supporting documentation
Evaluate staff readiness for capital campaign or large initiatives

Whether you are an executive without a data and operations background, or you need an outside opinion to affirm your plans, we can ensure your advancement services group is ready to sustain your success.

Database Strategic Support

A philanthropy database is critical to the success of your organization and Strata Philanthropy can make sure your system is configured to support this work. We have more than 10 years of experience with Blackbaud's Raiser's Edge (Classic and NXT), in addition to Kindsight's Ascend (Salesforce). Work with us to:

Create data hygiene plans and a schedule of data checks
Standardize tables and fields for stronger lists and exports
Ensure you are able to track the data points you need for strategic reporting
Assess your database health and cleanliness
Data entry training and process documentation
Transform old data to meet new strategic demands
Analyze your donor pipeline and understand organization strengths

Whether your database holds 5,000 records, or your CRM supports 14 entities with over 1M records, see how Strata can support your goals.

Executive & Staff Coaching

Our executive and staff coaching services are designed to support leaders and team members at all levels - whether you are navigating change, stepping into a new role, or seeking to strengthen the communication and collaboration amongst your group. We can work with you through:

One-on-one sessions
Group or small team sessions
Identifying goals - personal and professional
Developing confidence and skills in the philanthropy field

Invest in your people, and yourself, because strong teams start with empowered leaders.

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