Nonprofit and Government Financial Operations Improvement Specialists

 Contact Us 
877-872-2228
Contact Us: 877-872-2228

Assessment

To understand the fundraising tracking and management needs of your organization, AccuFund CRM assesses specific aspects of your processes to ensure each component and service is tailored to fit the specific and unique ways of your organization.

During an assessment, here are some of the questions AccuFund CRM asks to get a better understanding of your organization:
 
What are the goals and objectives of your organization, and how do you expect those to relate to your donor database? Are you looking for:

  • Stronger Constituent Communication
  • Point of Contact Tracking
  • Centralize Constituent Data
  • Efficient Donation Acknowledgements

What are the future goals of your organization? Which goals can we help you achieve through your donor database?

  • Branding
  • Increased Online Giving
  • Easier Event Management

What are the priorities for your organization’s donor database?

  • Grant Tracking
  • Donor Cultivation
  • User Efficiency
  • Event Management

What is unique about your organization?

  • Unique Donor Tracking
  • Unique Events
  • Unique Grants Management
  • Unique Reporting Needs

What is the purpose of your organization’s donor database? What is the desired end goal?

  • Accurate Dashboards, Reports and Forecasting Capabilities
  • Solution Centralization
  • Stronger Staff Collaboration
  • Modernized Technology

How does your organization prioritize the importance of an accurate, up-to-date donor database?

Contact us to learn more about how AccuFund CRM can help your organization.