A sound strategy is critical for any long-term success. Ed brings his years of experience helping decision-makers across a diverse list of clients to make planning decisions on new systems selection, data management strategies, and other core organizational planning.

Software Training

Tap into the true potential of your software. Ed brings years of real world experience utilizing a variety of different donor management systems. His ultimate goals are to provide training solutions that empower key decision makers and data managers to understand and maximize software capabilities, offer guidance in streamlining processes, and troubleshoot ongoing issues.

Available to develop fully customizable donor management software training programs for a variety of different systems, Ed has experience with the systems below and many more. Don’t see your software? Drop Ed a line. Let’s talk.

  • Raiser’s Edge
  • Raiser’s Edge NXT
  • eTapestry
  • DonorPerfect Online
  • Bloomerang
  • Blackbaud NetCommunity
  • Sphere
  • Altru

Software Selection

The donor management system you choose can have enormous impact on your organization – including the ultimate success or failure of your campaigns. Finding the right solution takes a strong understanding of both the potential and pitfalls of the systems being considered, as well as budgetary constraints, team dynamics, and dozens of other factors.

Ed brings his years of experience working with top industry systems to help you make the best decision for your organization. He can develop a fully customized needs assessment package from seeking vendors through to implementation. He can also assist with specific aspects of the process where you need help most.

The Data-Driven DirectorSM

Data can truly become a game-changer. A clear understanding of your data and the tools used to collect it are important responsibilities for every nonprofit leader. It is knowledge that can empower you and your team towards making strategic decisions that will have an enormous, positive impact on your short and long-term goals.

Ed has partnered with leaders and managers across a diverse list of organizations to develop a broader understanding of their software, data potential, and how to best apply that knowledge towards more informed strategic decision-making. He will customize a program that is geared towards your organizational needs and ultimate goals in data management. Some key takeaways from this training include:

  • Learn how to best sort through your data culling the good from the bad.
  • Understand your donor management system to maximize its full potential.
  • Develop a more complete picture of your data landscape and how to use that information towards creating realistic goals.

Development Initiative Services

Ed approaches all of his services from a data perspective – including the diverse needs and broad scope of campaigns, annual funds, and events. Let them help you tap into the full power of your data in order to develop and drive truly impactful initiatives. This strategy allows you to make the most informed strategic decisions and “asks” based on a solid data driven foundation.

Whether it involves segmenting your prospects and constituents, applying greater data logic towards moving your prospects, or reporting campaign progress to stakeholder groups, Ed can provide you with a trusted source for your initiative support needs. From needs assessment and clean-up strategy to reporting and donor follow-up, his team can create a custom service plan to fit your needs.

Ed was able to achieve in just one day with our team, what some past trainers have tried to accomplish over the course of several training sessions.

Margaret Hubbard

Associate VP, Major Gift Development, Barry University

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