Constituent records
Households, contacts, preferences, and do-not-solicit flags.
Microsoft Access Services
Small nonprofits track donors in Excel until a campaign season collapses into duplicate records and missed acknowledgments. An Access database for nonprofit donor tracking keeps people, gifts, and appeals linked so development staff can pull lists and reports quickly.
Excel Access Expert delivers this work remotely across the United States, Canada, and the United Kingdom. Engagements are fixed-scope after a free review-projects typically start at $1,200.
The same donor appears three ways with different spellings.
Gift history is incomplete when board reports are due.
Appeal lists are rebuilt manually and include deceased or do-not-contact records.
Acknowledgment letters wait because nobody trusts the export.
Volunteers edit the 'master' spreadsheet and break formulas.
Fixed-scope Access application for constituent and gift tracking with appeal tagging and acknowledgment exports-owned by your nonprofit.
Scoped to your workflow after a free review-not a one-size template dump.
Households, contacts, preferences, and do-not-solicit flags.
Amount, date, campaign/appeal, soft credits, and payment method notes.
Segment lists and track response by appeal code.
Exports for mail merge thank-yous and board packets.
YTD giving, retention flags, and top donors.
Documented so part-time staff can enter gifts safely.
Donor CRMs charge per user. Spreadsheets duplicate people. We deliver a fixed-scope Access donor system, typically from $1,200.
Small nonprofits and foundations outgrowing Excel donor lists.
Organizations that need ownership without enterprise CRM pricing.
Large shops needing full marketing automation and online giving platforms as the system of record.
Teams that require browser-only access for remote volunteers on day one (we can discuss web paths separately).
Already running a similar vertical? See our proven Excel spreadsheet for small clinic page for the same delivery model in healthcare.
FAQ
Find answers to common questions about our services
Share how you track gifts today. We propose a fixed-scope donor database.
Prefer to talk? Call us at +1 385 386 3860