OPERATIONAL SUPPORT
Cogeo’s number one rule when it comes to fundraising is to be organized. Having a clean, organized donor database is crucial. In order to be successful in fundraising, you must know who your donors are, what they’ve donated, and when you should follow up with them.
Being properly prepared and organized requires the right internal structures and platforms. Implement a CRM. Set up a diligent task-management system. Establish rules and guidelines in which to use them and make sure each staff member is aware. These steps can be time-consuming, but without them, your fundraising efforts may be wasted and serious donation opportunities squandered.
Shop
SALESFORCE SETUP & TRAINING $1,500
Cogeo will set your organization up with one of the best nonprofit customer relationship managers, Salesforce CRM. Our team will upload your donor and prospect information and structure your database in the most efficient, donor-centric way possible. We will train someone from your team on how to use the system.
SALESFORCE TRAINING $125 per hour
If you’ve already established your Salesforce Nonprofit CRM account and uploaded your data into your new system, but would like some help navigating and learning the features and benefits, Cogeo can help. We’ll train you on how to make the most of your Salesforce account.
GOOGLE SETUP & TRAINING $1,000
The Cogeo team highly recommends using Google Drive to store your files, documents, and resources. This is an easy and effective way to organize your nonprofit’s internal structure and make the workflow much smoother. Cogeo will create a Google Drive system for your team and train members on how to use it.
TASK MANAGEMENT SETUP & TRAINING $500
Keep your fundraising efforts moving forward. Whether that be around events, marketing, or one-on-one meetings, it’s crucial to keep a steady stream of activity. The Cogeo team will set you up with a Trello Task Management account and structure your Trello Boards to ensure proactive organization.
Programs
free
Is your organization just starting its fundraising journey? The Starter Program is designed to help startup nonprofits implement strong organizational systems and fundraising strategies to allow your nonprofit to evolve and make an impact in your community.
Your team will be taken through a series of lessons and tasks that will supply you with the knowledge, messaging, tools, team, and resources necessary to launch a successful fundraising campaign.
Because Cogeo’s mission is to uplift and empower nonprofits of every size and sector, the Starter Program is available for free to any accepted applicants.
$500/mo for 12 months
For those nonprofits that are ready to get serious about their fundraising strategy, the Starter Plus Program will allow you to move through the first year with ease. In this program, you’ll have access to Cogeo’s Services team to support you throughout.
With the Cogeo Services team alongside you, your team will be taken through a series of lessons and tasks that will supply you with the knowledge, messaging, tools, team, and resources necessary to launch a successful fundraising campaign.
The Starter Plus program is offered at a highly affordable price to those ready to invest in the future of their organization.
Pricing Varies
If your organization is eager to evolve and its leadership understands the value of organizational development and fundraising, then you may be a good fit for our Partner Program. Here, Cogeo Consulting and Services will partner closely with you to launch and execute a successful fundraising campaign.
Cogeo will build a fundraising strategy unique to your organization and its goals and needs. You will have an assigned consultant and have access to our Services team to execute tasks alongside you, so that we will become true partners in the process.
The Partner Program is an investment in your organization. Because of Cogeo’s significant involvement, your nonprofit to swiftly see its return on investment and more.
Resources
ESTABLISH A SALESFORCE CRM DATABASE IN 3 STEPS
Having a database that not only houses your data, but also supports your current and future efforts is crucial for Annual & Membership Giving. Cogeo encourages all nonprofits to use a Customer Relations Management tool, and we recommend Salesforce Nonprofit.
HOW TO MAINTAIN A HYPER-ORGANIZED DATABASE
One necessity that cannot be ignored when it comes to Annual & Membership Giving is to have a hyper-organized database. Without the proper information is a structured order, you run the risk of leaving money on the table. Learn how to whip your database into shape.