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.

Best Practices for Recurring Gift Programs

Recurring donors are at least 3x more valuable than one-time donors. Create an effective recurring gift program that will keep monthly revenue flowing.

What Comes Next: Post-Pandemic Fundraising

What will be the “new normal” for nonprofit fundraising after the pandemic? New fundraising avenues will likely emerge as organizations adapt to changes.

How to Inform, Advocate and Fundraise During a Pandemic

Communities are looking to health care providers for answers regarding COVID-19. Learn how to inform your community and fundraise through compassionate messaging.

Tools for Virtual Peer to Peer Events

With in-person events cancelled for the foreseeable future, technology has ramped up to take their place. Here are some tools to help you make the most of virtual events.

Can Your Peer to Peer Event Be Held Virtually?

How is your organization adjusting its event strategy? Before you cancel your in-person fundraiser, run/walk, or gala, consider these virtual event strategies.

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