Fundraising Operations

LG Impact helps organizations evaluate their current donor/constituent management system, identify gaps, and transition smoothly to a more effective solution. This ensures better data integrity, reporting, and fundraising efficiency.

Current Database Assessment

• Conduct a comprehensive audit of the existing database (e.g., spreadsheets, outdated CRM, legacy systems).
• Identify data quality issues (duplicates, missing fields, inconsistent formatting).
• Evaluate how well the current system supports fundraising, reporting, and operations.
• Interview staff to understand pain points and workflow inefficiencies.

Needs Analysis & Vendor Selection

• Define key requirements (budget, user needs, integration capabilities, scalability).
• Research and recommend best-fit CRM/database solutions based on nonprofit size and goals.
• Facilitate vendor demos and pricing negotiations to ensure cost-effectiveness.

Data Migration Strategy

• Map existing data fields to the new system, ensuring no critical information is lost.
• Clean and standardize data (remove duplicates, fix errors, enrich missing data).
• Develop a phased migration plan to minimize disruption.

System Implementation & Training

• Oversee technical setup, including integrations (email platforms, payment processors, advocacy tools).
• Configure custom fields, dashboards, and reports tailored to the nonprofit’s needs.
• Train staff and leadership on best practices for data entry, reporting, and utilization.

Post-Conversion Support

• Monitor data accuracy and troubleshoot issues post-migration.
• Optimize workflows (e.g., gift processing, donor segmentation, automated acknowledgments).
• Provide documentation and ongoing support for smooth adoption.

LG Impact can help you choose the best donor database partner for your organization. We are also an independent Bloomerang Partner and as such can provide discount pricing on Bloomerang products.

We help organizations implement a structured donor cultivation process to maximize major gift potential. This system tracks and guides donor relationships through strategic touchpoints, moving prospects toward deeper engagement and larger contributions.

Assessment & Planning

• Evaluate the nonprofit’s current donor pipeline (capacity, interest, existing tracking methods).
• Define donor tiers (e.g., mid-level, major, planned gift prospects) and qualification criteria.
• Establish clear goals (e.g., number of major gifts secured, increased donor retention).

System Design & Implementation

• Create a customized Moves Management framework tailored to the organization’s size and resources.
• Develop donor stages (e.g., Identification → Cultivation → Solicitation → Stewardship).
• Assign staff/board roles (who manages which donors, frequency of outreach).

Database Integration & Tracking

• Recommend or configure CRM tools (e.g., Bloomerang, Salesforce) to track donor interactions.
• Design reporting dashboards to monitor progress and identify stalled relationships.
• Ensure data hygiene (accurate donor records, updated contact info, gift history).

Donor Cultivation Strategy

• Develop personalized touchpoints (emails, calls, meetings, events) for each donor stage.
• Train staff on effective donor conversations (listening, storytelling, making the ask).
• Align outreach with donor interests (program updates, impact reports, invitations to engage).

Performance Monitoring & Optimization

• Track conversion rates (e.g., prospects to donors, upgrades in giving).
• Refine strategies based on donor feedback and response metrics.
• Adjust the system over time to improve efficiency and results.

We conduct comprehensive evaluations of an organization's structure, operations, and performance to identify strengths, challenges, and growth opportunities. This process helps organizations enhance efficiency, align resources with strategic objectives, and position themselves for sustainable success.

Comprehensive Organizational Evaluation

• Conduct interviews, surveys, and focus groups with leadership, staff, board members, and key stakeholders
• Review strategic alignment, ensuring operations, programs/services, and culture support the organization's mission (nonprofits) or business objectives (for-profits)
• Assess governance and leadership effectiveness (board oversight, executive management, decision-making processes)

Operational & Financial Review

• Evaluate financial health (revenue streams, cost structures, budgeting processes, cash flow management)
• Analyze program/service effectiveness (impact measurement, delivery models, scalability, ROI)
• Review internal systems (technology infrastructure, HR policies, compliance protocols, risk management)

Stakeholder & Market Position Assessment

• For nonprofits: Evaluate donor/funder relationships and engagement strategies
• For businesses: Analyze customer relationships and market positioning
• Assess brand reputation and community/industry perception
• Identify gaps in outreach, engagement, or market penetration

SWOT & Competitive Landscape Analysis

• Conduct comprehensive SWOT analysis
• Benchmark against peer/competitor organizations
• Evaluate external factors (market trends, industry shifts, regulatory changes, demographic developments)

Reporting & Strategic Guidance

• Deliver detailed assessment report with data-driven findings
• Provide prioritized recommendations for immediate improvements and long-term development
• Advise on change management and implementation strategies
• Offer guidance on capacity building for sustainable growth

LG Impact helps organizations optimize their workforce by designing effective staff structures, developing leadership pipelines, and implementing professional development systems that align with mission goals and growth objectives. We bring expertise in nonprofit talent management to create high-performing, engaged teams.

Organizational Structure Assessment

• Analyze current staff roles, reporting lines, and workload distribution
• Evaluate structure against organizational strategy and operational needs
• Identify gaps, redundancies, and opportunities for efficiency
• Benchmark against similar organizations for best practices

Position Architecture & Compensation

• Develop clear job descriptions with competency frameworks
• Create equitable compensation scales and career ladders
• Design hybrid/remote work policies where applicable
• Establish performance metrics aligned with organizational goals

Leadership Development

• Assess and strengthen management capabilities
• Create succession plans for key positions
• Implement mentorship and coaching programs
• Develop emerging leaders through targeted training

Professional Development Systems

• Design competency-based training curricula
• Create individual development plans for staff
• Implement continuous feedback mechanisms
• Establish knowledge management processes

Culture & Engagement

• Assess organizational culture and staff morale
• Develop values-aligned recognition programs
• Improve onboarding and orientation processes
• Create diversity, equity and inclusion initiatives

Change Management

• Guide restructuring processes with staff input
• Develop communication plans for organizational changes
• Train managers on leading through transition
• Establish measurement systems for improvement tracking

We help organizations transform their board of directors into a high-impact leadership team that effectively advances the mission through strategic guidance, fundraising leadership, and strong governance. LG Impact assesses current board performance and implements customized training to enhance effectiveness in key areas.

Board Assessment & Planning

• Conduct comprehensive evaluation of current board composition, engagement and performance
• Facilitate board self-assessment to identify strengths and growth areas
• Develop board competency matrix to guide recruitment of diverse, skilled members

Governance Training

• Clarify roles/responsibilities between board and staff (fiduciary duties, oversight vs. operations)
• Train on legal/ethical obligations (conflict of interest, confidentiality, compliance)
• Develop committee structures with clear charters and workflows

Fundraising Capacity Building

• Train board on donor engagement strategies (making the ask, peer outreach)
• Develop board giving policy and lead-by-example culture
• Create fundraising toolkit with scripts, email templates and prospect lists

Strategic Leadership Development

• Facilitate strategic planning sessions and mission alignment
• Train on high-performance meeting management (agendas, decision-making)
• Develop succession planning and board leadership pipeline

Diversity, Equity & Inclusion Integration

• Assess and improve board diversity (demographic, skills, perspectives)
• Train on inclusive decision-making and cultural competency
• Develop equitable recruitment and onboarding processes

Performance Measurement

• Implement board dashboard with key engagement metrics
• Create individual board member accountability systems
• Establish continuous improvement feedback loops