Donna M.

Bloomerang CRM Consultant | Strategy, Integrations & Workflows

Toccata Data Solutions helps nonprofit organizations bring order, clarity, and reliability to the systems and processes that support their fundraising. Founder Donna Mehr brings more than 25 years of nonprofit fundraising and database experience to this work, along with a Master of Arts and Certificate in Nonprofit Management from Duke University. As organizations grow and change, their fundraising operations naturally become more complex. New technology is added, staff and responsibilities change, coding and reporting practices evolve, and processes are adapted to meet immediate needs. Over time, organizations can find themselves managing systems, integrations, spreadsheets, workflows, and practices that no longer work together as effectively as they should. Toccata specializes in helping nonprofits untangle that complexity, with deep expertise in Bloomerang CRM and the broader fundraising technology ecosystem around it. Our work starts by understanding how your fundraising operation works today, including how your CRM and other technology are being used, how information moves between systems, the workflows staff follow, and where unnecessary complexity or friction has developed. From there, we help establish a clearer and more reliable fundraising infrastructure. This may include improving data structures and coding practices, redesigning workflows, correcting or building integrations, configuring fundraising tools, improving reporting, developing appropriate automations, documenting processes, and training staff. Our goal is not simply to clean up your data or optimize a database. We help organizations address the systems and processes that contribute to ongoing data and operational challenges so that fundraising teams can work more efficiently and have confidence in the information they use. Areas of expertise include: • Bloomerang CRM strategy, configuration, optimization, and data management • Bloomerang Fundraising strategy, configuration, and integration • Bloomerang Volunteer and Membership configuration and workflows • Fundraising technology and systems assessment • CRM and fundraising workflow design • Gift and constituent management strategy • Data structure, coding, and governance • Donor segmentation and custom reporting • Integrations and data flow between fundraising systems • Workflow automation • Staff training and knowledge transfer • Process documentation and SOP development • Migration and post-migration support • Ongoing CRM and fundraising systems support Integration experience includes: • QuickBooks • Mailchimp and Constant Contact • Donorbox, Givebutter, Classy, and other online giving platforms • OneCause, Eventbrite, and other event and fundraising platforms Clear Data. Confident Fundraising.