Management Consulting

Our team of consultants, strategists, and implementation specialists have the experience and expertise that can help you optimize your operations services and its impact on your organization.

We specialize in:

Fundraising System Selection Counsel

We help organizations wade through the complexities of picking new fundraising software. Our approach results in a data-driven analysis that is backed by documented criteria and supports collaborative decision-making.

We are platform agnostic. We work with any and all applications to ensure the unique needs of your organization are being met.

System Implementation and Change Management Counsel

In addition to providing end-to-end technology services to convert to new systems, we can also help you understand, and get in front of, change management demands.

Improvements – in technology and process – require considerations beyond “Go Live”. We have expertise in helping organizations reach full adoption of their new systems and processes.

Data Governance & Master Data Management (MDM)

Data is an asset to any organization. It represents the building blocks of our decision-making and can be modeled to help us understand where we are at present, as well as identify future risks and opportunities.

As toolsets become more sophisticated and our data needs mature, accuracy is critical. We need a framework that can allow us to establish a threshold for acceptable data quality to maximize ROI (Data Governance) and develop tools and processes that will help us maintain that quality, without overspending to attain perfection (Data Management).

If you’re ready to get started, or if you have questions about where to begin– Zuri Group can help! We’ve worked with a number of nonprofit and higher education organizations to establish a Data Governance groundwork and a consistent, sustainable Master Data Management practice.

Advancement Operations Assessments and Optimization

We provide comprehensive current-state assessment so that you can understand how well you’ve established your fundraising processes, organized staff, and implemented tools. If you’re using multiple systems, we can help you untangle and improve your current configuration – this includes revisiting policy and procedure manuals, training, and data improvements.

From gift processing and prospect management to stewardship and grateful patient programs – our team has the expertise you need to help your organization improve your programs.

Fundraising Process Improvement

Some clients seek our expertise on a topic to refine issues. For example, MIT engaged Zuri Group to evaluate its prospect development effort. MedStar Health System engaged us to improve their Raiser’s Edge use and data, as well as for a grateful patient program. Yale engaged Zuri Group to develop a roadmap for advancement technology that aligned with the advancement campaign planning, leadership and budgeting purposes.

Capacity and Optimization

Our team of fundraising experts can help your organization understand how well your team and your prospect base is positioned to support a campaign or a specific growth plan. We can evaluate and provide guidance on prospect pool potential, staffing models, and system campaign-readiness.

Show Your Impact with Stellar Infographics

High quality infographics are 30x more likely to be read than plain text. Learn how to communicate your impact with our favorite tips & tricks.

Strength in Numbers: Crowdfunding for Nonprofits

When done properly, crowdfunding campaigns can take on a life of their own. Raise more funds and grow your community by setting a strong foundation for your next campaign.

The Power of Reusable Pagebuilder Parts in Luminate Online

Take advantage of the reusable PageBuilder in Luminate Online to easily update content in multiple places.

How to Update Your TeamRaiser Hero Image in 4 Steps

Update your TeamRaiser hero image with these four simple steps.

Top 5 “Must Haves” for Year End Giving in 2020

These top 5 tips to boost year-end giving in 2020 will delight your donors and your fundraising database.

Expert Access for Blackbaud CRM Simplifies Fundraising Operations for Southern Poverty Law Center & University of Central Florida

Learn how clients are using Expert Access for CRM to overcome system limitations and increase efficiency.

Deck the Halls with Peer to Peer Fundraising

If you’re looking for ways to maximize holiday fundraising, consider weaving peer to peer campaigns into #GivingTuesday, holiday giving, and New Year’s Eve.

Best Practices for Recurring Gift Programs

Recurring donors are at least 3x more valuable than one-time donors. Create an effective recurring gift program that will keep monthly revenue flowing.

What Comes Next: Post-Pandemic Fundraising

What will be the “new normal” for nonprofit fundraising after the pandemic? New fundraising avenues will likely emerge as organizations adapt to changes.

How to Inform, Advocate and Fundraise During a Pandemic

Communities are looking to health care providers for answers regarding COVID-19. Learn how to inform your community and fundraise through compassionate messaging.

Ready for a strategic alignment?

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