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Best Practices

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An Investment in Success . . .

We specialize in deploying best practices for fundraising operations.  Working with your staff, Sleek consultants will identify areas that are in need of change and recommend adopting specific processes that are appropriate for your organization.  

  • Gift Processing
  • Advancement (Development) Services
  • Prospect Management Systems
  • Stewardship, Scholarship and Endowment Processes
  • Annual Giving Data Management and Procedures
  • Events Management Systems for Your Database
  • Data Administration
  • Reports and System Operations

If you would like more information or examples so you can establish your own best practices email sabreleek@aol.com or call Sabre Leek 603-642-5594


A Few Highlights

1.   Implement Consistent Crediting Strategies - There are many ways to handle crediting constituents on your database.  Finding the right one for your organization is critical and can determine the effectiveness of your entire implementation.

2.   Identify and Document All Business Rules - One of the first ways that system integrity is compromised is when everyone is not aware of all of the business rules.  Keeping this information in the forefront will provide the infrastructure needed to be successful.

3.   Stewardship!!! - Track all of your information on stewardship on your database.  This is one of the areas with the most potential for growth in our industry and your database provides the tools for moving this area forward.  Track donor naming details including plaque location, message, specifics about the naming opportunity, status information, etc.  Donor stewardship has been mentioned often as one of the key areas that non-profits fail.  Track everything!  Make your stewardship area shines!

4.   Track Scholarships and Endowments on Your Fundraising System - Make sure that scholarship data is detailed, including the thank you letters, recipients, donors, endowed market value, etc.  All endowment data should be easily accessible for reporting from your database. 

Sleek Consulting * P.O. Box 958 * Kingston, NH * USA * 03848 * Office Phone: (603) 642-5594 *
Cell: (603) 661-4062