With a career devoted to problem-solving for good, I have helped over 120 nonprofits up level their philanthropy data, CRM database, and operational workflows while thoughtfully integrating AI into processes.

I offer boutique-style fractional support where I support philanthropy offices 1-3 days a week by fixing and up leveling their data, database, and ops. I also work with nonprofits by offering consulting, wealth screening, and data modeling services. I work with midsize fundraising offices and enjoy spending time mentoring at scale. I focus on aligning philanthropy operations to frontline fundraising strategies while improving cross-functional relationships between frontline and ops teams.

CRM Databases I mainly focus on: Raiser’s Edge NXT  and Salesforce NPSP. I have also worked with Bloomerang, Little Green Light, EveryAction, Donor Perfect, eTapestry, and Blackbaud CRM. I also mentor on development operations more broadly, and mostly work in the health, human services, and education sectors.

Ideal client:

• Midsize nonprofit in health, human services, or education in the US.
• Has 5-25 FTS with 1-3 in Dev Ops/Philanthropy Operations/Adv. Services.
• Fundraises $5-25M per year, and is looking to grow or scale efforts.
• The executive leader, such as the CEO or CDO, believes that the data & database team is a strategic partner to frontline fundraisers.
• The leader feels they need to gain trust back in their data, CRM database, and/or operational workflows by fixing, up-leveling, or aligning to frontline fundraising strategies.
• The team is open to aligning with best practices, modern technologies, and thoughtfully moving toward implementing AI into processes.

Top 8 most requested services:

1. Fractional Support: Integrate into your team 1-3 days a week to partner with leadership, mentor team members, and dive “in-the-weeds” to get work done. This hands-on, personalized service brings industry best practices while customizing to meet the needs of your specific fundraising efforts.
2. One-time Project: Data Modeling to produce a 5-year past giving analysis and future potential targets based on giving increases.
3. One-time Project: Wealth Screening to refresh ratings and support prospecting efforts.
4. One-time Project: Conduct a Database Audit to recommend alignment with today’s industry standards.
5. Targeted Support: Moves Management set up, roll out, and support to launch or up-level prospecting efforts.
6. Targeted Support: Provide training, coaching, and mentoring to reinforce expertise in best practices and effective utilization of the database.
7. Targeted Support: Do database configurations, data clean up, and set up list pulls to alleviate existing staff.
8. Targeted Support: Guide database to finance alignment to streamline and operationalize workflows.

Subscribe to e-Insights: philanthropyops.com/insights

Connect with me: linkedin.com/in/jkleintop