Our Services
& Products

At Giving Insight, we know that managing donor information isn’t just about keeping records—it’s about building relationships.
That’s why we offer a range of services and tools designed to help you make the most of your donor data. Whether you need support cleaning up your system, streamlining processes, or developing long-term donor engagement strategies, we’re here to help.
Products
Giving Insight offers specialized products designed to enhance your donor data management and fundraising operations.
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Transitioning to a new system or cleaning up your current one? Our data cleansing and conversion services ensure your donor data is accurate, organized, and structured for maximum efficiency. We help nonprofits migrate donor records seamlessly, reducing errors and making data more reliable for fundraising success.
Project Scope
Includes a comprehensive data assessment, cleaning of duplicate and inaccurate records, standardization of donor information, and a structured migration plan. We provide a detailed roadmap for data transfer and quality assurance checks to ensure a seamless transition.
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Understanding your donors is key to strategic fundraising. Our data screening service helps you analyze donor engagement, giving history, and potential to give, providing actionable insights that guide your fundraising efforts. We help you uncover high-value prospects, identify lapsing donors, and enhance segmentation strategies.
Project Scope
Encompasses an in-depth donor data analysis, segmentation based on giving patterns, identification of high-value prospects, and predictive modeling to enhance future fundraising efforts. Reports include donor engagement metrics and recommendations for personalized outreach.
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Managing donor data is an ongoing process, and we’re here to help. Our ongoing support services provide regular database maintenance, system updates, donor record audits, and real-time troubleshooting. We act as an extension of your team, ensuring your donor management system remains optimized and aligned with your fundraising goals.
Project Scope
Includes monthly database audits, real-time support for data integrity issues, system updates, gift entry assistance, and customized training sessions. We ensure your donor data remains clean, functional, and aligned with your fundraising strategy.
Whether you need a system cleanup, training for your team, or a long-term donor management strategy, Giving Insight is here to help you move forward with clarity and confidence.
Services
Our suite of services is designed to meet you where you are, helping you optimize your donor management processes with expert guidance and hands-on support. Here’s how we can help:
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We identify and fix inconsistencies, duplicates, and outdated records so you can trust your donor data.
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We help your team unlock the full potential of your donor database, streamlining processes and ensuring efficiency.
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Our innovative tools automate workflows, enhance reporting, and give you actionable insights to improve donor engagement.
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We offer personalized support tailored to your organization’s needs, from gift entry and reporting to long-term donor stewardship planning.
Our goal is to take the stress out of donor management. We don’t believe in one-size-fits-all solutions; instead, we tailor our services to fit your organization’s unique needs. From expert training and AI-powered optimization tools to ongoing database support, our team provides practical, easy-to-implement solutions that make donor management work for you—not the other way around.
No matter where you are in your fundraising journey, we offer the guidance and hands-on support you need to create a system that fuels your mission. Let’s build something that works, together.
Whether you need a quick refresh or ongoing database management, our team is ready to help you build a system that works smarter, not harder.
Client Case Studies
Our approach
is grounded in:
Clarity & Simplicity
We turn data challenges into actionable insights, making donor management easier and more effective.
Partnership
& SupportWe work alongside you, offering guidance that’s both strategic and hands-on.
Innovation
& PracticalityWe use cutting-edge tools, including AI, to help nonprofits of all sizes maximize their resources without adding extra work.
Authenticity
& HeartWe understand the heart of nonprofit work and bring warmth, enthusiasm, and genuine care to everything we do.