Fundraising Strategy

Our team of consultants, strategists, and implementation specialists have the experience and expertise that can help you increase the success of your fundraising campaigns.

We specialize in:

Fundraising System Selection Counsel

We help organizations wade through the complexities of picking new fundraising software. Our approach results in a data-driven analysis that is backed by documented criteria and supports collaborative decision-making.

System Implementation and Change Management Counsel

In addition to providing end-to-end technology services to convert to new systems, we can also help you understand and get in front of change management demands.

Advancement Operations Assessments and Optimization

We provide comprehensive current-state assessment so that you can understand how well you’ve established your fundraising processes, organized staff, and implemented tools. If you’re using multiple systems, we can help you untangle and improve your current configuration – this includes revisiting policy and procedure manuals, training, and data improvements.

Fundraising Process Improvement

Some clients seek our expertise on a topic to refine issues. For example, MIT engaged Zuri to evaluate its prospect development effort. MedStar Health System engaged us to improve their Raiser’s Edge use and data, as well as for a grateful patient program. Yale engaged Zuri to develop a roadmap for advancement technology that aligned with the advancement campaign planning, leadership and budgeting purposes.

Capacity and Optimization

Our team of fundraising experts can help your organization understand how well your team and your prospect base is positioned to support a campaign or a specific growth plan. We can evaluate and provide guidance on prospect pool potential, staffing models, and system campaign-readiness.

Let Your Donors Feel the Love

Unpopular opinion: I really love Valentine’s Day. Okay, yes – it is a manufactured, over-commercialized, greeting card holiday – but it’s also an opportunity to let the people who matter to you know...

Ten Characteristics of a Great Fundraising Operations Team Member

The competition for talent in advancement services and development operations is steep. There is no standard educational path to these positions. No one goes to college to run data and gift...

Expectation Management and the Consumer Experience

We are barreling toward Black Friday and the heralding of all things Christmas and Holidays, which means one thing: we have expectation management problems. Now, this article isn't about keeping up...

Donors & Beneficiaries: Finding an Ethical Middle Ground in Fundraising

When I was in college, I had the opportunity to interview the director of a large museum in our area. One of the questions I asked was "What is the most difficult issue you face in your position?"...

The Importance of Balance

As I reflect on the past 12 years of my non-profit technology career, and more specifically the last four years at Zuri Group, I am struck by the similarities found in both the Higher Education...

5 Things to Know About the TeamRaiser/Facebook Fundraiser Integration

In case you aren’t aware, Blackbaud has rolled out their TeamRaiser/Facebook Fundraiser integration, and it is now available to U.S. Luminate Online customers. If you'd like to see a recorded...

Use Google Analytics to Make Your Data Work for You

Custom Campaign Tracking and Donor Audience Segmentation are two powerful tools in your Google Analytics toolbox that you can leverage to improve the visitor experience on your website and create...

Fiscal Year End Tips for a Brave New World

This year seems a bit different for many in the advancement operations business around the U.S. Volume seems lower, as supported by this helpful if a bit depressing NonProfitTimes piece.  In...

Courage Classic 2018? There’s an app for that.

Are you riding in the Children's Hospital Colorado #CourageClassicCO Bicycle Tour? Don't forget to download the app! Available for Android and Apple devices, the Courage Classic mobile app uses...

Technology+Data=Awesome Advancement Services

Have you seen Spectre, the newest 007 edition? It’s great fun. As with recent Bond films, technology and data play an increasingly important role in achieving success. Sound familiar? I had an “aha”...

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