Data Services
Less Friction, More Mission
When your data's a mess, your message misses. When it flows cleanly—your mission gains momentum. At Pleiades, we design clarity. We bring order to chaos so your team can focus on what matters: identifying interested donors, building meaningful donor relationships, and moving faster with confidence.
Relevance begins with data.
Right message, right person, right time. But that only happens when your data is accurate, useful, and accessible.
Our Three Essentials:
Data Hygiene – Clean data, clearer vision.
No more duplicates. No more undeliverables. No more wasted time.
We standardize names, emails, and addresses so your outreach works the first time—and every time.
CRM Migration & Setup – A smooth, thoughtful transition.
Switching systems shouldn't feel like skydiving without a parachute.
We precisely carry your donor history, validate every field, and map everything carefully—so nothing is lost and nothing breaks.
Staff Training – Empowered people, smarter decisions.
It's not enough to have a better tool—your people need to know how to use it. We train your team, customize your protocols, and build their confidence to own the system from day one.
We Also Offer:
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Custom Reporting for leadership, boards, campaigns, LYBUNT/SYBUNT
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Ongoing CRM Support – Strategy, audits, and campaign help
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Workflow Design – Automated thank-yous, stewardship paths, role-based access
Finally, a system that works: No more chasing reports. No more apologies for messy data. Just a clean, functional, mission-aligned CRM environment—designed to help your people do their best work.
Because when data works, your mission moves.
Service Level Comparison Matrix
Donor Relations and Moves Management
The key to any successful gift planning and major gifts of assets program is with cultivating donor relationships, planting seeds of giving impact with optimal tax savings strategies.
Helping donors give with maximum impact requires an ongoing journey with them. Our comprehensive services offer this possibility.
You may know your donors, but you likely do not know who might be interested in learning more about their giving options. Marketing for current and future gifts of assets provide your donors with an explanation of tax benefits while helping you identify who is interested in learning more.
Please see Marketing Implementation Packages for more details.
Board and Staff Education and Inspiration
Your board may only make decisions based on what they know. Learning about their gift planning options may not only garner support and advocacy, your board will also discover their own options for supporting your organization.
Gift planning should be holistically integrated into all areas of individual giving. Blended giving conversations are critical to weave into the tapestry of your overall fundraising strategies.
Ongoing staff and board education is needed to help your development team to feel confident in asking for both current and future gifts.
Our "turn-key" Estate planning seminars are not only an exceptional way to be in front of your most interested donors, they are critical for involving professional advisors who may help your donors complete their will or trust documents.
Structuring Gifts
American charitable tax law on both federal and state levels affords donors the opportunities to use certain "giving vehicles" to be more charitably minded. Structuring ways to give to maximize donor generosity and tax benefits is a savvy way to increase significant giving.
We offer workable solutions to complex asset concerns while using appropriate asks and gift illustrations.
Working with Professional Advisors
Working with professional advisors, including estate planning attorneys, financial advisors, accountants, realtors, and successor trustees, plays an important role in the success of your gift planning program. Rarely is a complex or estate gift given without the assistance of a professional advisor.
We strive to work with local professional advisors, as they aim to help their clients (your donors) with their charitable goals.