Moves Management
Registered Fundraising Professionals
Optimize Consulting maintains all required professional fundraising registrations, so organizations partnering with us can trust they’re working with a team dedicated to compliance.
Should organizations need additional guidance on their own compliance needs, we’re also able to provide referrals to trusted compliance resources, enabling clients to focus on expanding their impact, supported by a compliant and transparent partner every step of the way.
Audits & Implementations
Our audits and implementations are designed to uncover opportunities and translate them into tangible results. We meticulously assess your nonprofit's operations, then implement strategic solutions to propel you toward your goals. It's about optimizing your performance and maximizing impact.
Areas of Focus
- CRM Platforms
- HubSpot
- Salesforce
- Kindful
- Raiser's Edge
- NationBuilder
- etc
- Moves Management Processes
- Donor Communication Strategy
- List Segmentation & Strategy
- Donation Processor & Data Flow
- Digital Transformation
- Workflow Automation
- Data Integration
- Marketing Strategy
Professional Trainings
Trainings Include
- Moves Management
- Email Marketing
- Social Media Marketing
- HubSpot for Non-Profits
- Campaign Management
Retainer Services
Areas of Focus
- Donor Prospecting Management
- Housefile Management
- CRM & Automation Management
- Donor Cultivation Consulting
- Fractional Development Teams
Why Work with Registered Fundraising Professionals?
For non-profits, staying compliant with professional fundraising standards is essential. At Optimize Consulting, we go beyond simply advising our clients; we ensure our own operations meet all required professional fundraising registrations, so clients can confidently partner with a team that understands and values compliance. Our familiarity with the complex regulatory landscape allows us to guide our clients with knowledge and integrity.
When working with us, clients have the assurance that their fundraising initiatives are supported by a registered, compliance-savvy partner who brings a proactive approach to ethical standards. Should organizations need additional guidance on their own compliance needs, we’re also able to provide referrals to trusted compliance resources, enabling clients to focus on expanding their impact, supported by a compliant and transparent partner every step of the way.