Zuri’s fundraising expertise helps our clients align data, technology, processes, and teams with fundraising goals and growth.
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.