INPUT — RAW
OUTPUT — RESOLVED
Your donor data has problems.
We read them like source code.
Steward diagnoses and repairs the data infrastructure of nonprofit development offices — so your CRM reflects reality before the next board meeting.
The four failure modes
we find in every engagement.
47% average duplicate rate in mature CRMs
After five years of staff turnover and manual entry, most Raiser's Edge instances contain nearly half their donor records twice — sometimes three times. Every appeal, every ask, every report is built on a corrupted count.
Reconciliation errors delay audits by 3–6 weeks
When your finance system and your CRM disagree on gift totals, someone has to manually reconcile them before the auditors arrive. That someone is usually your most senior development staff, doing spreadsheet archaeology instead of fundraising.
Attribution gaps misreport ROI to your board
When gifts aren't tagged to the campaign that sourced them, your board sees a cost-per-dollar-raised that bears no relationship to reality. Capital campaigns look inefficient. Annual funds look miraculous. Neither is true.
Three systems, three versions of the truth
Salesforce NPSP for major gifts. Bloomerang for annual fund. A legacy Access database someone built in 2011 that "only Diane knows how to use." When Diane leaves, the institution's donor history goes with her.
Four engagements.
Each one closes a specific loop.
resolves → ERR::DUPLICATE RECORDS
Canonical record merging in 2–4 weeks
We run probabilistic matching across all name variants, address histories, and email domains to identify duplicate clusters. Every merge decision is documented with confidence scores — your team retains full audit trail and can reverse any decision.
resolves → ERR::GIFT RECONCILIATION
Finance-to-CRM sync that closes cleanly
We map every gift record to its corresponding GL entry, identify the systematic mismatches, and build the integration rules that prevent them from recurring. Audit season becomes a one-day exercise instead of a six-week fire drill.
resolves → ERR::CAMPAIGN ATTRIBUTION
Board-ready attribution in 30 days
We design and implement a gift attribution model specific to your campaign structure — annual fund, major gifts, capital campaigns, planned giving. Every dollar gets a source. Every source gets a cost. The board sees real numbers.
resolves → ERR::SYSTEM SPRAWL
Single source of truth, documented
We inventory every system touching donor data, map the overlaps and gaps, and design the integration architecture that consolidates them. We don't just connect systems — we document the decisions so the next staff member can maintain them.
In-house cleanup vs. Steward.
The numbers make the argument.
> Showing Steward engagement metrics — toggle to compare
// No commitment. We scope the engagement before you decide.
What resolution looks like
in production environments.
Regional Medical Foundation
Raiser's Edge NXT
Duplicate donor records across 3 merged hospital foundations — 8 years of unreconciled imports.
BEFORE
52%
DUPLICATE RATE
AFTER
2.1%
DUPLICATE RATE
State University Advancement
Salesforce NPSP
Campaign attribution completely absent — $12M capital campaign had zero gift-to-campaign linkage in CRM.
BEFORE
0%
GIFTS ATTRIBUTED
AFTER
100%
GIFTS ATTRIBUTED
Community Foundation
Bloomerang
Finance and CRM gift totals diverged by $340K. Audit was delayed two months while staff reconciled manually.
BEFORE
$340K
RECONCILIATION VARIANCE
AFTER
$0
RECONCILIATION VARIANCE
Request a
Data Assessment.
We review your CRM, identify the top three data integrity issues, and scope a remediation engagement — at no cost. Most clients receive a written findings report within five business days.
WHAT HAPPENS NEXT
We review your intake form within 1 business day.
A 30-minute call to understand your CRM environment.
Written findings report — top issues, estimated effort, fixed-fee scope.
You decide whether to engage. No pressure, no follow-up cadence.