Fundraising Data Strategy & Process Assessment

Get More Value from Your CRM, Reports, and Internal Workflows

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When Your Team is Stretched Thin, Strategy Slips.

Strategic projects, process improvements, and innovation often take a back seat to day-to-day demands. That’s where Caritas Insights comes in.

Let’s lighten the load together.

At Caritas Insights, we streamline operations, evaluate data strategy, and unlock the full potential of your fundraising systems.

We start by listening (really listening) to how your team works. We identify process bottlenecks, reporting gaps, and areas where more time, more hands, or better tools could unlock new value. Then we deliver a clear, actionable roadmap to help your team run more efficiently and strategically. You can implement our recommendations in-house or partner with us to carry them forward.

A Tailored Approach to Fundraising Analytics

We’ve Been There Before

Our team is made up of seasoned professionals with hands-on experience optimizing fundraising operations at top institutions.

We know what works because we’ve done it ourselves.

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We Can Help You:

  • Assess the effectiveness of your current data strategy

  • Audit CRM structure, data quality, and field usage

  • Identify areas for improved efficiency in reporting

  • Evaluate team roles and responsibilities related to data management

  • Prioritize high-impact process improvements that align with your goals

  • Create a scalable roadmap for future analytics growth

Optimize the Tools You Already Use

Our evaluations are grounded in your real-world context. We work with your existing systems: your CRM, your reporting infrastructure, and your internal workflows.

Our core mission is to help you make the most of what you have. And when it makes sense, we recommend enhancements that scale with your team’s resources and goals.

Whether you're laying the groundwork for a more data-driven fundraising shop, or just trying to chip away at a long list of “someday” projects, Caritas Insights can help you move forward with clarity and confidence.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!