Data Analytics & Assessments

Turn insight into action

Our Outcome

Make decisions, confidently.

Organizations rely on data to guide strategy, but many organizations struggle with incomplete, outdated or overwhelming information. You might be asking:

  • Are we tracking the right data to measure success?
  • How can we use donor and fundraising data to increase giving?
  • What insights can help us advance equity and inclusion in our programs?

Without clear, actionable insights, you risk missed opportunities, inefficient fundraising and stalled growth.

Our Services

Data-driven strategy, designed
for impact

Prospect Research


Need to find and prioritize potential donors/funders?

We identify high-potential prospects and deliver detailed profiles that inform outreach strategies for individual donors, foundations or corporate partners.

Benchmarking & Surveying


Want to know how your organization stacks up or what your community really thinks?

We gather and analyze external data through custom surveys and benchmarking studies—so you can make informed, data-driven decisions.

Our Approach

Turning numbers into strategic action

Schedule a Consult

We uncover what your data is really saying.

Through customized assessments, stakeholder interviews and benchmarking, we transform raw information into meaningful insights that reveal opportunities to strengthen fundraising, donor engagement and operational effectiveness.
 

We assess data health and gaps.

Our data assessment and health check dives deep into your existing systems to identify where data can be better tracked, reported and leveraged for impact.
Learn more about our Development Assessment.
 

We benchmark performance with purpose.

By comparing your results to industry standards, we highlight your strengths and pinpoint areas for improvement to help you set realistic and ambitious goals.
 

We center equity in every insight.

Applying an inclusive lens, we ensure your data strategies align with your organization’s values and commitment to community impact.

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Client Spotlight

The Chicago Community Trust

The campaign ended with a total of more than $1.6 billion – 165% of the fundraising goal and the largest campaign in history by a community foundation.

Read the Case Study

Learning Forward: Reflections on Professional Development 

Professional development isn’t a destination—it’s an ongoing commitment to learning, adapting and growing alongside a changing world. Drawing from experiences at AFP ICON and AFP Advancement Northwest’s annual conference, Frances Jacobson reflects on the value of staying connected to professional communities, challenging assumptions through research and embracing continuous learning as a core practice for nonprofit leaders and consultants alike.

Creating a Culture of Gratitude Through Intention and Strategy

Creating a Culture of Gratitude Through Intention and Strategy explores how nonprofits can move beyond transactional thank-yous to build authentic, lasting relationships with donors, funders, volunteers and partners. Alexis Cooke shares practical stewardship strategies, recognition ideas and engagement frameworks that help organizations embed gratitude into their culture while strengthening donor retention and community connection.

Two Progressive-Era Sisters from Nebraska – Why Their Work Matters Now

Edith and Grace Abbott helped shape the foundation of modern social services by bridging research, policy, and practice during the Progressive Era. From child labor protections to federal safety net programs, their work transformed how the U.S. supports families and communities. More than a century later, their legacy offers a powerful reminder: progress requires persistence, collaboration, and a commitment to equity—especially in moments of uncertainty.

Explore more insights.

Resources & Insights

Ready to accelerate your impact?

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