Capital Business Solutions recently provided Foundation For The Carolinas in Charlotte, NC a comprehensive System Assessment of their Raiser’s Edge fundraising software.
Working with Ron Townsend, Vice President & Director of Client Services, CBS performed a comprehensive System Assessment of the Advancement Office Raiser’s Edge software including meetings with the organization staff, a review of current fundraising processes and systems, and a discussion of future needs. A recommendation for addressing the items contained in the findings report was provided and used as a reference for additional discussion and formulation of a detailed work plan. Areas that were covered during the process included data entry, constituents, gifts, mail and exports, database review including table configuration, modules, campaigns, funds and appeals, reports, along with identification of user training needs. As a result of the System Assessment future work will be performed including data cleanup, conversion and user training.
Who is Foundation For The Carolinas?
Since 1958, Foundation For The Carolinas has served as a catalyst for charitable good, connecting individuals, companies and organizations to needs and philanthropic opportunities across the region and beyond. A community foundation deeply dedicated to the collective strength of communities, we work in close partnership with donors, civic leaders and nonprofits to help achieve a wide variety of charitable goals and to inspire philanthropy that will benefit generations to come.
Which CBS Consultant worked with Foundation For The Carolinas?
Alyson Watts – Fundraising Practice Manager
Alyson graduated from Davidson College with a degree in English. She has over 20 years of practical experience as both a fundraising professional and donor management services consultant in a variety of settings. Nine of those years were spent in a Director of Development capacity. In 2006 Alyson transitioned into a consulting role and has since worked closely with a wide range of non-profits, from national organizations to small two to three person shops in education, health and human services, the arts, animal welfare, conservation, foundations and more.
If you are interested in finding out more about customized Fundraising Software Training and Consulting call Andy at 888-366-7527 x26 or email firstname.lastname@example.org. You can also use our contact us form to request a free no obligation quote.