What We Need

Ready to Get Started?
Here's What We Need from You.

To ensure a smooth and efficient start to our collaboration, we kindly ask for your assistance in providing us with some essential information.

What We Need

No identifying information about your donors is required. 
This assures you of the continued security and privacy of your donor file.

Easily transmit these fields using a comma-delimited text file format. Our professionals can guide you through the process and assist in selecting an   appropriate file format if necessary. We’re here to help if you have any uncertainties about the availability of these fields.

Name Reinsertion Utility

While we do not need the names of your donors to produce this report – you need them afterward to identify and target key donors for your fundraising efforts.

  • Easily reinsert names, addresses and phone numbers to the results provided with your report.

  • Simply create the table of names and addresses as shown in the video, and the utility does the rest for you.

  • This makes targeting simple, fast and easy, while allowing you to go above and beyond in protecting the privacy of your donors.