OUR SERVICES

Support Packages

The Change Up Group offers a range of tailored solutions to help you advance your organization’s goals. 

Clients often come to us when they outgrow their current systems and tools. Other times, staffing shortages and budgetary constraints hinder internal resources. Sometimes software doesn’t seem to be functioning properly, or there’s a general sense that operations should be easier, more efficient and more effective.

Regardless of why you’re here, we can build dynamic support packages that are responsive to your needs with pricing scaled to the size of your organization. 

Get in touch and learn what The Change Up Group can do for you. 

Support Levels

  Select Operational Support
(TIER I)
Comprehensive Operational Support
(TIER II)
Comprehensive Operational and Communications Support
(TIER III)
Gift Processing*
Bookkeeping*
Monthly Reconciliation Between Development and Finance
Data Hygiene Maintenance
Annual Audit Support
Vendor Management(1099s, Accounts Payable) 
Acknowledgment Letters  
Donor List Generation & Segmentation  
Direct Mail Copywriting, Vendor Management and Results Tracking  
  Select Operational Support
(TIER I)
Gift Processing*
Bookkeeping*
Monthly Reconciliation Between Development and Finance
Data Hygiene Maintenance
Annual Audit Support
Vendor Management(1099s, Accounts Payable) 
Acknowledgment Letters 
Donor List Generation & Segmentation 
Direct Mail Copywriting, Vendor Management and Results Tracking 
  Comprehensive Operational Support
(TIER II)
Gift Processing
Bookkeeping
Monthly Reconciliation Between Development and Finance
Data Hygiene Maintenance
Annual Audit Support
Vendor Management(1099s, Accounts Payable)
Acknowledgment Letters 
Donor List Generation & Segmentation 
Direct Mail Copywriting, Vendor Management and Results Tracking 
  Comprehensive Operational and Communications Support
(TIER III)
Gift Processing
Bookkeeping
Monthly Reconciliation Between Development and Finance
Data Hygiene Maintenance
Annual Audit Support
Vendor Management(1099s, Accounts Payable)
Acknowledgment Letters
Donor List Generation & Segmentation
Direct Mail Copywriting, Vendor Management and Results Tracking

Additional Offerings

Data Hygiene Assessments and Clean Up: Flawed data is usually the root cause of errors, whether it’s flawed mailings, inaccurate donation letters, or difficulty reconciling the finances. Our team at The Change Up Group are experts at getting to the bottom of what’s hampering your business processes. We will compile your data from a variety of sources (spreadsheets, databases, financial statements, etc.) and grade its quality and completeness. We can give you the right direction you need to clean it yourself, or we can handle the clean up for you. Let us know what’s going on, and we can surely help.

Database Migration and System Integration: Team members often use a variety of tools to complete their work and solve their problems. Unfortunately, challenges arise when they use different tools that don’t speak to each other, or only partially meet their overall needs. Let our team help you assess your systems and build the right machine for you. We will map your current processes, recommend comprehensive solutions, and get your team up and running more efficiently than ever.

Data Up Report: The Data Up Report is a Full-scale audit of your donor data, and all related systems (including all fundraising and accounting softwares). The report will deliver findings about your Donor Activities, Development Financials, and your Fundraisers and their activities. The Data Up will also highlight opportunities to streamline your fundraising operations and reporting.

* For Select Operational Support (Tier 1) choose either Gift processing OR Bookkeeping.

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