The Generosity FINDER
Fundraising Intelligence & Donor Engagement Report
Turn your data into dollars - and your strategy into results.
What's your data really costing you?
Bad addresses. Missing names. Outdated emails. Duplicate records.
You don't have a donor problem, you have a data problem. And it's draining your fundraising potential
And if your fundraising reports only look back 12 months at a time, you might be missing the real story your donors are telling you.
The Generosity FINDER goes far beyond a basic 'data audit.' It's a fundraising intelligence report that shows you exactly where your data is leaking revenue - and what to do about it.
You can't fix what you can't see.
Most donor databases are a mess - not because you're doing it wrong, but because fundraising never stops long enough for a clean up.
But that messy data? All those duplicates and incorrect records?
That's why your reports are off.
It's why your appeals miss the mark.
It's why your best donors sometimes disappear.
The Generosity FINDER shows you what's broken, what's hidden, and what's possible - with numbers to back it up.
What You'll Get
🔍 Data Health Diagnostics
We flag missing names, bad emails, NCOA issues, anad duplicate records so you now where your database is blocking your success.
📉 Lost Revenue Calculator
We’ll show you, in plain terms, how much potential revenue is walking out the door because you can’t reach your donors—and where to recapture it.
📈 Multi-Year Giving Trend Analysis
Looking at 5 or 10 years of giving history, we surface patterns and shifts that single-year metrics can’t show you: average gift trends, donor volume, retention arcs, and more.
🛠️ Actionable Recommendations
No jargon, no fluff—just clear steps you can take to improve your fundraising outcomes. You’ll know exactly what to fix, what to prioritize, and where the biggest gains are.
✨ Optional Data Cleaning + Enhancement
Partnering with a top-tier, well-regarded data firm, we offer full de-duplication, record standardization, NCOA updates, phone/email appends, and more - we can also work with you on maximizing your CRM usage and setting plans so that dirty data doesn't sneak up on you again.
FINDER | Essentials
Quick clarity for smaller data sets or annual checkups.
$1,250
-
Basic Data Quality Review - names, addresses, email, phone, etc.
-
Giving History Analysis (5-10) years
-
Lost Revenue Estimate
-
Analysis of key metrics
-
Upgrade/downgrade analysis and lifetime value
-
Recommendations for quality improvement and fundraising strategy
FINDER | Insights
$2,250
-
Everything in Essentials
-
30-minute pre-report data preparation and strategy call
-
Customized observations and recommendations for improving fundraising performance and data quality
-
Half-hour post-report virtual meeting to review results, observations, and recommendations
FINDER | Elevate
$3,750
-
Everything in Essentials and Insights
-
One-hour pre-report virtual meeting to identify goals, focus, outcomes, and process
-
On-call, as needed assistance with data review and audit process
-
Comprehensive data quality and hygiene analysis including name fields, address, phone, email, etc.
-
Detailed, customized recommendations for improving data quality and hygiene, donor trend analysis, prospect identification, and donor engagement
-
Additional data quality report and financial impact analysis
-
One-hour virtual consulting meeting to review results, recommendations, and application towards goals
-
One presentation of executive summary to organizational leadership
-
Access to consultative coaching for a period of two months following the report and presentation (up to 5 hours as needed in virtual meeting or via email).
All database audits are dependent upon timely provision of the data in the required format (download the required format here). For a completely customized, manual audit or to discuss any questions or issues, please contact us at hello@nextriverfundraising.com
Optional Add-Ons:
Data Cleaning and Hygiene Services:
-
National Change of Address (NCOA)
-
Premium COA that flags deceased, confirms current name/addres, and tracks name changes
-
Residential/Business/Seasonal address identification
-
Apartment append
-
Address standardization
-
Deceased and Do Not Mail suppression
-
De-duplication
Data-Informed Fundraising Strategy:
-
Major Donor Identification
-
Individual Giving planning strategy
-
Mid-Level Donor Deep Dive
-
Quarterly Data Health & Progress Check Ups
-
Assistance with data preparation and formatting
-
Wealth Screening and Prospect Research (the better the data quality, the better the match in wealth screening)
Clean data = confident fundraising.
It's hard to inspire generosity if your systems don't support your message. The Generosity FINDER is where strategy, data, and action meet - giving you:
-
Better fundraising reports
-
More strategic segmentation
-
Useable data
-
Stronger donor relationships
-
A clear plan, not just another spreadsheet