Donor & Foundation Research

I help organizations identify, understand, and prioritize potential funders, donors, and partners.

Services may include:

• Foundation and donor research
• Prospect profiles
• Grantmaking summaries
• Contact and relationship research
• Giving history review
• Funder interest alignment
• Public records and nonprofit database research
• Organized research summaries for leadership or development teams

This work is useful for organizations that need better information before outreach, grant applications, donor meetings, or strategic planning.



CRM, Data & Integrations

I help small organizations organize their data, manage their CRM systems, and connect the tools they use for fundraising, communications, payments, and reporting.

Services may include:

• CRM setup and administrative support
• Salesforce NPSP, HubSpot, and NationBuilder support
• Contact, organization, donation, and opportunity tracking
• Data imports and exports
• Data cleanup and field mapping
• Duplicate review and cleanup planning
• Basic reporting and dashboard support
• Salesforce Einstein Activity Capture setup and support
• Zapier workflow setup and troubleshooting
• NationBuilder, Stripe, and QuickBooks integrations
• Automated reports and email summaries
• Integration testing and process documentation

The goal is to make your systems easier to use, your data easier to trust, and your recurring processes easier to manage.

Small Organization IT Support

I provide practical technology support for small teams that need help managing everyday systems.

Services may include:

• Google Workspace and Microsoft 365 support
• Domain, DNS, website, and email configuration assistance
• User account setup and access reviews
• Shared drive and folder organization
• Backup and export planning
• Basic cybersecurity reviews
• Vendor and software comparisons
• Technology documentation for staff or leadership

This service is designed for organizations that do not need a full IT department but still need dependable technical support.

Documentation & SOPs

I create clear, usable documentation so teams can follow processes consistently.

Services may include:

• Standard operating procedures
• Administrator guides
• User instructions
• Training materials
• Internal process documentation
• Technology handoff documents
• CRM usage guides
• Step-by-step checklists

Good documentation reduces confusion, supports continuity, and makes recurring work easier to manage.

Research, Operations & Special Projects

I also support one-time projects that require a combination of research, organization, technical problem-solving, and clear communication.

Examples include:

• Platform and vendor comparisons
• Grant or donor research projects
• Website content cleanup
• Spreadsheet organization
• Data tracking templates
• Process improvement recommendations
• Internal reports and summaries
• Project coordination support

This is a good fit for projects that do not fall neatly into one category but still need careful attention and follow-through.