You will get a cleaned up and optimized Clearview donor database
Project details
I've spent 9 years managing Clearview CRM data integrity at the chapter level, from data entry and contact updates to gift processing, acknowledgment workflows, and executive reporting. I'll clean up your database and set it up so it actually supports your fundraising strategy.
What you get:
Duplicate Record Review & Merge: Identify and merge duplicate donor records using matching algorithms and manual review.
Data Standardization: Standardize name formats, addresses, phone numbers, email addresses, and gift coding across your database.
Missing Data Fill-In: Research and populate missing key fields (employer, title, phone, email) using publicly available sources.
Field & Tag Audit: Review your custom fields and tags for consistency, recommend a clean field structure, and reorganize as needed.
Custom Report Build: Create 2–3 custom reports you'll actually use (donor summary, giving trends, campaign progress, lapsed donor list).
Cleanup Summary Document: Before-and-after summary of what was fixed, recommendations for ongoing data hygiene, and a maintenance checklist.
What you get:
Duplicate Record Review & Merge: Identify and merge duplicate donor records using matching algorithms and manual review.
Data Standardization: Standardize name formats, addresses, phone numbers, email addresses, and gift coding across your database.
Missing Data Fill-In: Research and populate missing key fields (employer, title, phone, email) using publicly available sources.
Field & Tag Audit: Review your custom fields and tags for consistency, recommend a clean field structure, and reorganize as needed.
Custom Report Build: Create 2–3 custom reports you'll actually use (donor summary, giving trends, campaign progress, lapsed donor list).
Cleanup Summary Document: Before-and-after summary of what was fixed, recommendations for ongoing data hygiene, and a maintenance checklist.
Data Entry Type
Data Cleansing, Error DetectionData Entry Tool
CRM SoftwareWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 14 days
- Number of Hours of Work 20
- Formatting & Clean Up
About Nathan
Nonprofit Fundraising & Development | CRM, Events, Donor Strategy
Pinellas Park, United States - 2:54 pm local time
Now I help nonprofits, small development teams, and mission-driven organizations get more out of their fundraising operations, without the overhead of a full-time hire. Whether you need a donor database cleaned up and reporting-ready, a sponsorship deck that actually sells, an Excel dashboard that makes your numbers tell a story, or a fundraising email sequence that moves donors to give, I bring the same strategy and execution that drove six-figure event revenue and double-digit growth year after year.
What I do best:
• Fundraising Strategy & Consulting — Campaign planning, revenue forecasting, donor pipeline development, portfolio growth strategy
• Donor Database & CRM Management — Database cleanup, deduplication, data migration, field standardization, custom reporting (Clearview CRM)
• Sponsorship & Event Strategy — Sponsorship decks, tier packages, pitch narratives, event budget development, virtual/hybrid event planning
• Fundraising Copywriting — Appeal letters, donor reports, case for support documents, email sequences, campaign copy
• Excel Dashboards & Reporting — KPI trackers, revenue forecasts, event budget templates
• Email Marketing — Donor email campaigns, segmentation, automated journeys, A/B testing (Outlook, Emma, Constant Contact)
Why work with me:
• 9 years of hands-on nonprofit development experience — not a generalist freelancer learning your sector
• Proven track record: 32.8% revenue growth, 9.3% donor growth, 10% volunteer growth (year over year)
• Six-time Circle of Excellence honoree
• Served on national workgroups for fundraising innovation and volunteer engagement
• Deep CRM and data expertise — I've managed donor data integrity, gift processing, and reporting at the chapter level
• I understand nonprofit budgets, timelines, and the reality of doing more with less
I'm located in the Greater Tampa Bay area of Florida and available for both project-based work and ongoing monthly retainers. Let's talk about what your organization needs to raise more and steward better.
Steps for completing your project
After purchasing the project, send requirements so Nathan can start the project.
Delivery time starts when Nathan receives requirements from you.
Nathan works on your project following the steps below.
Revisions may occur after the delivery date.
Intro Call
30-minute call to understand your cleanup and management needs and project goals
Provide export or access
Provide export of donor data (CSV or Excel), or temporary Clearview access, and list of your current custom fields and tags.