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 Support

I help small organizations organize donor, contact, and relationship data in systems such as Salesforce NPSP, HubSpot, and spreadsheets.

Services may include:

• CRM setup support
• Contact and organization cleanup
• Donation and opportunity tracking
• HubSpot contact, company, and deal organization
• Salesforce NPSP support
• Data imports and exports
• Duplicate review and cleanup planning
• Basic reporting and dashboard support
• Field mapping and process documentation

The goal is to make your data easier to use, easier to trust, and easier to maintain.

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 review
• Shared drive and folder organization
• Backup and export planning
• Basic cybersecurity review
• Vendor and software comparison
• 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
• Admin 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, and 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.