Fundraising Analytics

I provide in-depth data analysis and visualization to help you understand giving patterns, evaluate fundraising performance, and design data-informed strategies. I take a diagnostic approach to identify trends that influence changes in your fundraising program. 

Whether you’re just starting your data journey with Excel or Google Sheets, trying to run better reports out of your CRM, or want to make better use of an analytics platform like Power BI or Tableau, I can help you and your team set up integrated data systems that help you become more efficient and effective at fundraising.

Using analytics and statistical modeling, I identify high-priority segments within your donor base to help you identify untapped opportunities and optimize your communication and stewardship efforts for donor retention and growth. If you already have access to a wealth screening tool like DonorSearch, iWave, or WealthEngine, I can help you optimize your subscription to better integrate with your internal donor data.