Services
We have a fully customized (white glove) approach which dictates the work for each client. below is a sampling of our most common services.
With our vast experience in fundraising, Sargent Solutions will become the constant within your organization. With over 40 years of work in the charity sector, our staff will help you take your organization to the next level. We will help you see the potential in your organization and then get you there!
Conversion & Implementation to a New Database
Are you…
- moving to a new database but are worried that the vendor won’t understand your data the way you do?
- wanting to ensure that problems existing in your current system won’t carry into the new system?
- worried the vendor you choose will make the wrong decisions about your data without your input?
- wanting a vendor that will strategize and collaborate with you to make the best decisions about your data?
The Sargent Solutions team will…
- analyze your data in collaboration with your team to determine best practices to maximize efficiency.
- clean and prepare your data for import into the new system.
- ensure that by the time the system goes live, you will know where your data is and how it will work for you.
Benefits
- We can ensure you are not oversold.
- Your team is freed up to concentrate on other tasks.
- The learning curve is decreased because you learn along the way.
Gift Processing
Are you…
- having a challenging time finding staff with Raiser’s Edge knowledge?
- not receiving enough mail to keep someone busy full-time?
- in need of part-time or temporary assistance?
- hearing staff complain that they are overloaded and cannot keep up with volumes in peak times?
- receiving staff complaints that there are no reliable processes in place?
- finding donors experience a delay in receiving their tax receipts or thank you letters?
The Sargent Solutions team will…
- provide knowledgeable staff for interim or ongoing support.
- provide as much or as little support that you need based on your volumes and/or budget.
- audit your current processes to ensure you are set up for success and compliant with the receipting laws.
- provide the necessary training to your team if you have one.
Benefits
- Reliability that you can count on.
- Continual support is not affected by vacations or time off.
- Accuracy with coding and recommendations to streamline procedures.
Data Integrity
Are you frustrated because…
- donors complain that you are not honoring their wishes with the change of address, deceased donors, or removal from lists?
- data has been put into the system over time from previous users without proper documentation?
- too many users have rights to add to code tables, and as a result, the code tables/drop-down boxes are too long and confusing?
- you are a new user, and the data seems messy and unclear, and other users have resorted to using excel to track what they need?
- the organization doesn’t have data standards in place, so addresses are entered in multiple ways, which can upset donors and increase costs?
- you can’t report information needed for stakeholders, board, or internal departments?
The Sargent Solutions team can...
- provide you with a monthly data integrity service.
- assist in creating best practices and business rules.
- fix addressee/salutations.
- ensure you stop mailing to deceased and opted-out donors.
- manage your duplicates.
- standardize addresses.
Benefits
- Happier Donors.
- Ability to address donors, maintaining a standard across the database.
- Ability to group donors for targeted mailings/invitations or stewardship.
- Ability to report the necessary information to the appropriate people.
- Data standards that the team understands and can use.
Strategic Service
Are you…
- struggling to establish a clear strategic vision for your charity across all departments?
- looking to reorganize/restructure your database?
- looking for proper reporting for specific departments?
The Sargent Solutions Team can…
- analyze your data to help create a winning strategy for your organization.
- dive deep into your database and share its 40 plus years of experience to maximize your database organization.
- realign your system and provide a streamlined approach.
- make reports specifically for individual people/departments.
- provide insight into all aspects of your software and integration needs.
Benefits
- Ability to report the necessary information to the appropriate people.
- Data standards that the team understands and can use.
- A cleaner database means happier donors who make repeat donations.
Direct Mail
Are you…
- lacking the staff resources to manage a Direct Mail program?
- receiving lists that don’t match your requests?
- looking to segment your data to create fantastic analytic opportunities?
- tired of paying high costs to agencies with little to no results?
- struggling to meet your desired deadlines?
The Sargent Solutions Team can…
- keep all the segments and costs in your database so you can run daily/weekly/monthly reports to see your mailing success.
- become the direct mail specialist for your organization.
- train your team to be efficient and share the best practices.
Benefits
- You get years of experience with Direct Mail to complete the mailing while allowing you to be involved in the strategy. You have complete knowledge and control over the decisions being made without the expensive costs associated when working with a Direct Mail agency.
- Frees staff up to manage other annual giving program areas with significant benefits, like personal notes on thank you letters and thank you calls.
Financial Services
Are you…
- spending too much time on manual processes or Excel spreadsheets?
- missing new funding because there is no time or capacity to manage existing grants?
- frustrated because the software is too old or inefficient to handle fund accounting?
- struggling because your budget process is too complicated?
- frustrated because your RE and FE are not integrated thus unable to take advantage of the automation?
- taking longer than necessary to run reports?
The Sargent Solutions Team can…
- implement Financial Edge according to the needs and wants of your organization.
- give special attention to reporting and budgeting requirements.
- streamline your organization’s or foundation’s financial process with your current financial software.
- provide training in your database.
- integrate your current financial system with Raiser’s Edge.
- manage your allocations in Financial Edge.
Benefits
- Smoother procedures between gift processing and finance.
- Easier reconciliation between Raiser’s Edge and your Financial System.
- Clear roles and responsibilities between Finance and Gift Processing.
- If moving to Financial Edge, a fully functioning Fund Accounting System.
Training
Is your team…
- struggling with understanding what fields to use in the database?
- complaining about a lack of processes?
- new, and unclear about procedures and how things are done in your organization?
- taking a long time on tasks that you think should be completed faster?
The Sargent Solutions team will...
- provide one on one or group training by skill level or by job type.
- be available for ongoing support.
- onboard new team members.
Benefits
- Staff can learn in a more intimate setting.
- Staff can work in your data directly, so all the learnings are applicable and relevant to your organization.
- Clear processes, so staff members are comfortable with the expectations of their role.
Software Integration
Are you…
- struggling to move data from another system into Raiser’s Edge?
- making decisions about software add-ons without having all the facts?
- struggling to ensure how all the ancillary data is managed?
The Sargent Solutions team will…
- analyze your data in collaboration with your team to determine the best solutions with integration in mind.
- clean and prepare your data for import into Raiser’s Edge.
- build profiles so data transfers can be made easier.
- work with third-party vendors, so you don’t have to.
Benefits
- We can ensure you are not oversold.
- Your team is freed up to concentrate on other tasks.
- The learning curve is decreased because you learn along the way.
Prospect Management
Are you…
- trying to get your major gift team to utilize the database?
- tired of trying to figure out who is doing what and not seeing results?
- seeing a lack of engagement by staff because they are not sure of the goals?
- seeing staff struggling because they aren’t sure where or what to track?
The Sargent Solutions Team can…
- train your team to be efficient and share the best practices.
- show your team how to get Raiser’s Edge NXT to work for them.
- help determine the best system set-up based on the metrics you need to report on.
Benefits
- Clarity amongst the team.
- Higher donations.
- Increased engagement of the team.
Database Administration
Are you…
- struggling to find the right person with the proper knowledge to manage your database?
- struggling with staff turnover?
- not sure you have enough work to keep someone at this skill level busy full-time?
The Sargent Solutions team will…
- step in as that role for your organization.
- provide you reports in a timely manner.
- keep your data clean and organized.
- be that constant in your database unaffected by vacations or staff turnover.
Benefits
- A team of experts ready to assist with all your needs.
- Your team is freed up to concentrate on other tasks.
- Consistency and stability.
What I Want Wasn't Listed
- Sargent Solutions offers a white-gloved approach to our customers, and therefore our services are customized to each customer. Our website only provides a sampling of the most common projects we do, but we are a one-stop-shop for most of our clients, helping them with everything from gift processing to Board of Director training and everything in-between. Please call us today and we would be happy to discuss your needs during a no-cost, no-obligation conversation.
