Fall 2021 Donor Management Consultation Sessions

​Welcome to the Fall 2021 Donor Management System consultation program.  We are inviting users of Raiser's Edge, Donor Perfect Online, and Little Green Light to sign up for a 30-minute consultation with W4Sight, a Chicago-based consulting firm that specializes in nonprofit software solutions.  Examples of topics include:
  • I'm having trouble setting up a report that shows constituent giving history over the last 3 years.
  • I'd like to segment my next mailing so that I can send one letter to people are both donors and volunteers, one to just donors, and one to just volunteers.  How do I separate them into groups so that they only get one letter?
  • Is my gift coding system consistent with best practices?

If your organization is interested in additional consulting support beyond the scope of this program, please contact Debbie McCann at dmccann@w4sight.com.
Program Guidelines
  • When you sign up, you will be asked to provide your name, email, organization, and a brief description of the issues you'd like to discuss.
  • ​You will receive an email with a calendar appointment that includes a Zoom or Teams link.  All sessions will be virtual.
  • Each grantee is limited to no more than TWO 30-minute sessions during this program.  We recommend signing up for an initial session, and signing up for a follow-up session after receiving suggestions and direction.
  • Sessions will be offered between October 18 and December 17.  Please note that no sessions will be offered the week of Thanksgiving.
  • Up to two people per organization can participate in each session.
What to Expect From Your Session:
  • Please be prepared to briefly explain/present the question/issue you included in your signup. 
  • You may share your screen during the session and show the consultant exactly what you are doing in your donor management system.  Consultants are bound by a confidentiality agreement with COSF not to disclose or discuss any information viewed during this program.
  • The consultant will explain or suggest software functionality that can address your issue or suggest other steps that may be needed to achieve your goal. 
  • If needed, the consultant will send a follow-up email with links to resources and suggestions made during the session.
Sign-Up Links