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Insights

Practical notes from the database.

Every post starts with a direct answer, then shows the work. Written by a named consultant, not a content team.

What to do when your nonprofit database manager leaves
Data managementSep 12, 2026

What to do when your nonprofit database manager leaves

A 30-day plan for keeping gifts, acknowledgements and reports moving while you rehire.

Lucy RuizLucy Ruiz
How to connect Raiser's Edge NXT to Power BI using SKY API
Power BISep 3, 2026

How to connect Raiser's Edge NXT to Power BI using SKY API

Exports, connector or custom API. The trade-offs, with screenshots.

Aldera ChisholmAldera Chisholm
Signs you can't trust the data in your donor CRM
Data managementAug 21, 2026

Signs you can't trust the data in your donor CRM

Seven symptoms we see in almost every health check, and what causes each one.

FrankieFrankie
How to automate donor stewardship with Power Automate
AutomationAug 8, 2026

How to automate donor stewardship with Power Automate

Three flows that remove a day of admin a week from a mid-sized development office.

Lucy RuizLucy Ruiz
How long does a Raiser's Edge to DonorPerfect migration take?
CRM migrationJul 30, 2026

How long does a Raiser's Edge to DonorPerfect migration take?

Ten to sixteen weeks for most. Here is what decides which end you land on.

FrankieFrankie
Managed services vs hiring a full-time database administrator
Data managementJul 15, 2026

Managed services vs hiring a full-time database administrator

Cost, coverage and continuity, compared honestly.

Lucy RuizLucy Ruiz
At-A-Glance newsletter

One email a month. Zero fluff.

Industry insights, Raiser's Edge and DonorPerfect tips, and the questions our clients asked us that month. Read by advancement teams across North America.