Data integrity
- Every donor, funder, volunteer, and partner record has one clear owner.
- Recent gifts, grants, pledges, and event payments reconcile to finance records.
- Core contact fields are complete enough to segment and steward supporters.
Free checklist
Is your nonprofit ready for more funding?
Before the next major proposal or donor conversation, pressure-test the systems that will carry the growth: data, donor history, volunteer capacity, grant follow-through, and reporting.
Readiness score
Use this as a 20-minute team audit.
Connected records
Clear ownership
Visible capacity
Donor history
- Major donor notes are connected to asks, next steps, and stewardship tasks.
- Lapsed, recurring, first-time, and high-capacity donors can be found without manual spreadsheet work.
- Campaign performance can be traced back to source, appeal, and audience.
Volunteer capacity
- Volunteer availability, roles, hours, and waivers are current.
- Program and event teams can see coverage gaps before they become urgent.
- Follow-up messages and thank-you workflows are ready before recruitment expands.
Grant follow-through
- Application, report, and renewal deadlines live in one shared timeline.
- Grant deliverables connect to program outcomes and financial reporting.
- Leadership can see which opportunities are active, stuck, awarded, or at risk.