Data Health Check
Find out what's wrong with your donor data before you pay to fix it.
- Price
- $250
- Timeline
- 5 business days.
What's included
- A review of your donor export (up to 10,000 records).
- A one-page scorecard: estimated duplicate rate, missing and malformed fields, and formatting problems.
- A 30-minute walkthrough of the results.
- A recommended fix and a fixed quote.
Pricing
$250. Credited in full toward any cleanup booked within 60 days.
Donor Data Cleanup
Clean your donor list before the year-end receipts go out.
- Price
- From $600
- Timeline
- 10 business days from receipt of complete files.
What's included
- Standardized names, addresses, emails, and phone numbers.
- Duplicates found and merged; uncertain matches sent to you for a yes or no before anything changes.
- Households identified (spouses and partners at the same address).
- Intentional separations respected: anonymous givers, donor-advised fund records, and organization records stay separate.
- A clean, CRM-ready import file, a crosswalk from old record IDs to surviving IDs, and a merge log with the evidence behind each merge.
- A one-page summary with intake rules to keep the list clean.
Pricing
Donor Data Cleanup prices
| List size |
Price |
| Up to 2,500 records | $600 |
|---|
| 2,500 to 10,000 records | $1,200 |
|---|
| Over 10,000 records | Quoted after a short call |
|---|
See a worked example on the year-end page
Year-End Giving Statements
Every donor gets one accurate statement, with nothing missed and nothing doubled.
- Price
- From $400
- Timeline
- 10 business days.
What's included
- Gift totals by donor for the calendar year, checked against your gift records.
- A merge-ready file for your CRM or mail merge, or finished PDF statements with your logo and your approved wording.
- An exceptions list: donors with missing addresses, unusually large gifts, and gifts with goods or services received.
Pricing
Up to 500 donors, $400. 500 to 2,000 donors, $750. Larger lists quoted.
Year-End Bundle
Cleanup and statements together, so the statements are built on clean data.
- Price
- $850
What's included
- Donor Data Cleanup plus Year-End Giving Statements.
Pricing
$850 for lists up to 2,500 records and 500 donors (save $150). Larger bundles save 15%.