Fundraising Strategy

Our team of consultants, strategists, and implementation specialists have the experience and expertise that can help you optimize your operations services and its impact on your organization.

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.

We are platform agnostic. We work with any and all applications to ensure the unique needs of your organization are being met.

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.

Improvements – in technology and process – require considerations beyond “Go Live”. We have expertise in helping organizations reach full adoption of their new systems and processes.

Data Governance & Master Data Management (MDM)

Data is an asset to any organization. It represents the building blocks of our decision-making and can be modeled to help us understand where we are at present, as well as identify future risks and opportunities.

As toolsets become more sophisticated and our data needs mature, accuracy is critical. We need a framework that can allow us to establish a threshold for acceptable data quality to maximize ROI (Data Governance) and develop tools and processes that will help us maintain that quality, without overspending to attain perfection (Data Management).

If you’re ready to get started, or if you have questions about where to begin– Zuri Group can help! We’ve worked with a number of nonprofit and higher education organizations to establish a Data Governance groundwork and a consistent, sustainable Master Data Management practice.

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.

From gift processing and prospect management to stewardship and grateful patient programs – our team has the expertise you need to help your organization improve your programs.

Fundraising Process Improvement

Some clients seek our expertise on a topic to refine issues. For example, MIT engaged Zuri Group 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 Group 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.

Q&A with Elizabeth Vila, CRM Conversion Consultant

A CRM conversion consultant with expertise in Blackbaud CRM, Elizabeth Vila helps clients implement custom solutions and configurations.

#ZGQuickTips | Blackbaud CRM – Constituent Search List Options

In this Quick Tip post, we show you how to add additional fields to Constituent Search in Blackbaud CRM.

Q&A with Carly Samuelson, Digital Fundraising Consultant

Carly Samuelson is a digital fundraising professional with twenty years of experience. Get to know her better in this Q+A.

Three Things Your Nonprofit Needs to Do to Engage with Millennials

If your nonprofit is not doing these three things, you’re missing a huge opportunity to build a relationship with Millennials.

Zuri Group’s Classy Plugin for WordPress

Our Classy Plugin for WordPress provides a comprehensive search tool that works across multiple Classy campaigns.

What Your Nonprofit Needs to Know About Using the Instagram ‘Donate’ Sticker

Instagram’s new ‘Donate’ sticker is here. Here’s everything you need to know (with links!) in one easy-to-reference blog post.

Engaging Networks Academy: Getting Started with Peer-to-Peer Fundraising

The Engaging Networks Academy is open! Check out the Peer to Peer course we put together.

DIY Fundraising: Getting the Most from Your Program

Here’s what you need to know to have a successful DIY fundraising program.

Let Your Donors Feel the Love

Valentine’s Day is just around the corner. Do you have a plan in place for how you’ll make sure your donors feel the love this year?

Ten Characteristics of a Great Fundraising Operations Team Member

Here are ten things to look for and some ideas on how to hire in development operations.

Looking for help with fundraising?

Share This