Helping you get the most from your fundraising CRM system

Your database is like the beating heart of your charity’s fundraising activity. If you keep comprehensive records of your supporter’s involvement, you look after your most valuable assets, and ensure you generate maximum income.

The important thing to focus on is not the technology, but how to apply it most effectively. I have in-depth experience of configuring and using many different CRM systems across a variety of fundraising processes. In a previous life, I worked as a business analyst for a large multinational, helping IT developers understand and respond to business user needs.

I am therefore passionate about finding simple and effective solutions to help you organise and get the most out of your supporter data.

As well as helping charities develop their existing fundraising database or select a new CRM system, I am one of a small number of partner consultants able to offer support and training specifically on the Donorfy fundraising CRM software.

Donorfy is a relatively new fundraising and CRM product for charities which has already been recently voted no 1 product and supplier in the Fundraising Magazine Charity CRM Survey 2017.

If you’re already using Donorfy, or want to set it up for your organisation, I can help with:

  • Implementation

    • Configuring the software for your organisation’s specific needs

    • Preparing and importing your data

  • Training

    • Bespoke courses adapted to your fundraising processes and the needs of individual delegates

    • Covering a variety of topics from a basic overview through to managing fundraising, finances and system administration

    • Delivered either on-site or remotely

  • Consultancy

    • Reviewing and improving your existing fundraising processes

    • Using Donorfy to support the development of new funding streams, for example major donors


For more information about any of these options please do get in touch here

“We found the Donorfy training really useful, especially for a small organisation like ours it was great to have someone come in who could go through everything, rather than us having to figure it out, as there just isn’t enough time to sit down and learn the system ourselves. It was also good that you could offer such a tailored approach, explaining how the database can best be used for our specific situation, rather than just a generic format, which enabled us to apply the training much more easily.”

Tanya D'souza

Fundraising Manager, Sound Seekers

The online Donorfy training was more personal and focused, and not having to travel to attend training sessions was already a huge benefit in that it saved us time and money.

Janet was very helpful and patient as we went through everything. She is approachable and friendly at all times, which helped me to relax and ask questions. Prior to sessions, we agreed on the topics to cover, however she was also flexible and accommodated my needs. She was very good at answering my questions, overall I was very happy with the level of training received.

Theresa van der Merwe

Administrator & Sponsorship Officer, Goodwill Children's Homes