Services
How We Work With Nonprofits
Every engagement starts with understanding what your data can already tell you. Where it goes from there depends on what you need.
Stage 1
Impact Data Review
See what your data is already trying to tell you.
Before we recommend anything, we look at what you have. The Impact Data Review is a fixed-scope engagement where we analyze your existing data — donor records, program metrics, financial data — and deliver a clear, visual report showing what your data is actually saying.
Most nonprofits are surprised by what's already in their data. The IDR surfaces patterns you haven't seen — donor retention trends, at-risk supporters, program effectiveness signals — and gives you a foundation for every decision that follows.
Start Your Impact Data Review- Fixed scope, fixed timeline
- Delivered as a polished visual report designed for leadership
- Typically completed in 2–3 weeks
- No new systems to implement, no technical prerequisites
- Ongoing advisory retainers or project-based engagements
- Tool evaluation, vendor assessment, implementation planning
- Designed to augment your existing team, not replace it
Stage 2
Strategic Advisory
Turn insights into a plan you can actually execute.
Once you can see the picture, the question becomes: what do you do about it? We help nonprofit leadership translate data insights into operational decisions — which tools to adopt, which processes to fix, where to invest limited resources for maximum impact.
This is where we help you figure out whether an off-the-shelf tool solves your problem or whether you need something purpose-built. We're technology-agnostic — we'll recommend a $50/month SaaS product if that's the right answer, or scope a custom solution if it's not.
Let's Talk About Your RoadmapStage 3
Custom Solutions
When the right tool doesn't exist, we build it.
Some problems don't have a product on the shelf. When a nonprofit needs a donor intelligence dashboard that connects to QuickBooks, a program tracking system built around a specific logic model, or an integration between systems that don't talk to each other — we build it.
We specialize in lightweight, purpose-built tools that do one thing well. No enterprise software bloat. No six-month implementations. Just the right tool for the specific job.
Explore Custom Solutions- Custom dashboards and data products
- System integrations and automated workflows
- Signal by Halliday: donor intelligence powered by your existing QuickBooks data (coming soon)
Not sure which stage you're at?
Most clients start with an Impact Data Review. It's the fastest way to see what your data can tell you — and it gives us both a foundation for deciding what comes next.