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Seeking Recommendations for NXT Consultant / Expert

Enrique Sanchez

Hello Raiser’s Edge Community,

I hope this message finds you well.

I’m currently leading an effort to improve our use of Raiser’s Edge NXT at The Chicago Public Education Fund. We’re looking for an experienced NXT consultant or expert who can help us:

Build a structured campaign in the system
Assign historical gifts and constituents to appropriate campaigns
Create dashboards to support stewardship and prospecting
Review, clean, and organize donor records for accuracy and usability

At present, the only fully reliable data we have is our gift history. Many constituent records are disconnected from campaigns or missing key codes, making it difficult to track engagement and segment communications effectively.

If you’ve worked with someone great—or have recommendations for a consultant or firm with deep NXT experience in data cleanup, campaign structuring, and dashboard creation—I would truly appreciate your suggestions.

Thank you in advance for your help!

Best regards,
Enrique Sanchez

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Comments

Christine Robertson

@Enrique Sanchez This is absolutely the kind of thing that my team and I do for clients on a regular basis at NPact. I know that you're looking for recommendations, but if you'd like to chat further, I'd certainly be happy to set up a call to see if we can help.

Crystal Bruce

@Enrique Sanchez discussion moved to Raiser's Edge NXT. Thanks!

Karen Diener

@Enrique Sanchez:
Hello Raiser’s Edge Community,
I hope this message finds you well.
I’m currently leading an effort to improve our use of Raiser’s Edge NXT at The Chicago Public Education Fund. We’re looking for an experienced NXT consultant or expert who can help us:
Build a structured campaign in the system
Assign historical gifts and constituents to appropriate campaigns
Create dashboards to support stewardship and prospecting
Review, clean, and organize donor records for accuracy and usability
At present, the only fully reliable data we have is our gift history. Many constituent records are disconnected from campaigns or missing key codes, making it difficult to track engagement and segment communications effectively.
If you’ve worked with someone great—or have recommendations for a consultant or firm with deep NXT experience in data cleanup, campaign structuring, and dashboard creation—I would truly appreciate your suggestions.
Thank you in advance for your help!
Best regards,
Enrique Sanchez

@Enrique Sanchez the team at W4Sight would be happy to discuss this further with you! We have Raiser's Edge consultants (local to the Chicago area) with deep experience with the software.

We do not have a cookie-cutter approach to our work - we listen to you and make sure we fully understand your staffing and your fundraising and stewardship strategies. After that, we craft a plan to configure your system to meet those strategies. We like to work in tandem with existing staff and focus on knowledge transfer so that you are building your own internal capacity.

If you would like to chat further, please contact me and we can schedule a time to discuss!

Karen