Donor data cleanup for nonprofits
Consolidate donor records from giving tools, events, and spreadsheets, resolve duplicates, and build reliable reports on giving and retention.
Donor data accumulates across giving platforms, event tools, email lists, and spreadsheets. Duplicates lead to double acknowledgments or missed thank-yous, and reports on giving and retention cannot be trusted.
We consolidate donor data, resolve duplicates with clear matching rules, respect communication preferences, and reconcile totals with financial records. Reports then show giving, retention, and campaign results from one source of truth. Clean data also makes the next donor system or website launch much simpler.
Things to keep in mind
- Carry over the most restrictive communication preference when merging.
- Keep a log of merges so they can be reviewed.
- Clean data before launching a new website or donor system.
How it works
Inventory sources
List every platform and spreadsheet with donor data.
Resolve duplicates
Match records and decide which source wins for each field.
Reconcile
Check gift totals against financial records.
Report
Build giving, retention, and campaign reports.
Frequently asked questions
Can you migrate us to a new donor system?
Yes. Migrations include mapping, cleanup, and reconciliation.
How do you handle donor privacy?
Access is scoped to the engagement, and data handling follows your privacy policy.
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Tell us what needs to work better. We reply within one business day with a clear next step.