Thanks for visiting our Little Green Light (LGL) Services & FAQ page!

 

Nonprofits trust us to help them with a myriad of LGL needs including:

  • Exporting their data from their current system
  • Migrating data from their current system to LGL
  • Clean up of their data before moving to LGL including merging duplicates
  • Reconfiguring all or the last 3-5 years of gifts to coincide with LGL's Campaign, Fund and Appeal structure
  • Making recommendations and providing best practices for configuring LGL
  • Configuring their LGL database
  • Providing customized training on their LGL database
  • Creating policies & procedures for their LGL database
  • Providing ongoing monthly support

 

 

Get some A’s for your Q’s.

What type of organizations do you work with?

We have worked with a diverse group of organization who:

  • Have donors, program participants, members and volunteers, etc.
  • Are New, small and established organizations in the industries below
    • Arts & Culture
    • Environment & Land Trusts
    • Education
    • Faith-Based
    • Social Services
    • Youth

Which systems have you migrated data from?

We have migrated data from various systems, donor databases, CRMs, etc. including:

  • Abila Fundraising 50 & Fundraising 100
  • Access
  • DonorPerfect
  • DonorPro (now SalsaCRM)
  • eTapestry
  • Excel
  • FileMaker
  • GiftWorks
  • MailChimp
  • MyEmma
  • neonCRM
  • Quickbooks
  • Raiser's Edge
  • Salesforce

What is involved in the implement-ation of LGL

We can do a full implementation of LGL which includes:

  1. Kickoff Call/Meeting with Discussion & Recommendations
  2. Exporting your data from your current system (if applicable)
  3. Data Conversion
  4. Formatting & mapping Client’s data for import
  5. Configuration of LGL
  6. Data Importing
  7. Initial Review & Testing of System by NPSS & Client
  8. 1-hour Review of Data Imported & Best Practices with Client

Additional services our clients include in the project:

  • Clean up of their data before moving to LGL including merging duplicates
  • Reconfiguring all or the last 3-5 years of gifts to coincide with LGL's Campaign, Fund and Appeal structure
  • Customized 4-hour or 8-hour training

In addition, we can provide other options based on your organization's budget.

What does formatting my data include?

Here are some examples of the formatting we have performed:

  • Moving suffixes in last name to the Suffix field
  • Adding Periods to Middle Names
  • Moving Middle Names in the first name field to the Middle Name field
  • Creating Addressee & Salutations based on conversations with Client
  • Replacing any double spaces in names, addresses, etc., if applicable
  • Providing correct capitalization of first and last Names and addresses
  • Formatting State field with 2 letters, if applicable
  • Formatting phone numbers
  • Adding email types to emails, if applicable
  • Added address type to business addresses and constituents’ addresses, if applicable  

Our current database is on our server or a computer, can you still help us?

Of course!  

We use technology such as Gotomypc to be able to access your data.  

Or if you prefer, we can access your organization's data with a remote desktop you provide us.


What types of training do you provide?

  • Memorable & relevant
  • Customized 4 hours or 8 hours 
  • As many people from your organization including staff, volunteers, board members, etc.
  • Remote training via Zoom or at your location

If you elect for remote training, we provide a copy of the video training for the client.

If you electtraining at your location, the client is responsible for all consultant-related travel expenses, including airfare, ground transportation and miscellaneous expenses, hotel, and a daily per-diem rate for meals.

Some of our favorite topics to deliver include:

  • Best practices in setting up LGL Campaigns, Funds & Appeals
  • Best practices in setting up your events
  • Best practices in setting up your Gift Types and Categories
  • Gifts, matching gifts and soft credit gifts, oh my!  Best practices in processing all types of gifts in LGL.
  • When should you create Groups and when you should create Lists
  • Using LGL to manage your mailings from start to finish
  • The best Reports to create to keep your team in the loop

In addition, we provide handouts prior to training so that you and your team can focus more on learning than writing during training.

What are your consulting fees?

From our discovery call with you, we will be better able to provide the fees for the project. Because we are experienced consultants, we can tell you up front how much of our time will be needed to achieve the results you want before moving forward.

In our initial discovery call, we'll discuss:

  • Your organization's top goals for the project
  • The number of constituent and gift records and type of constituent data you want to migrate (if you're wanting to migrate your data from another system)
  • The condition of your data
  • The timeframe from the project

How long will it take?

The length of the project can vary based on various things such as the system you are migrating from, the amount and kinds of data you want to migrate, the condition of your data, the availability of your key team members, etc,   

From the discovery call, we can tell you up front how much time will be needed to achieve the results you want before moving forward.


What makes NPSS different from other LGL consultants?

The top 5 reasons why we're different

  1. We are a CRM consulting firm which means our focus is solely on CRMs.
  2. We're not fundraisers doing CRM or donor database work on the side....although we are former fundraising professionals who know intimately how nonprofits work!
  3. We are not just one person working on a project but a team of former former fundraising professionals and database administrators that love databases.
  4. We have worked with a diverse group of new, small and established organizations
  5. We are in LGL every day, we use it in our our business!

Ready to get started?

Let's chat to see if we would be a good fit for your organization's LGL project.  If we're a good fit, we would be more than happy to send you a proposal with the scope of work.