- Processing contributions via cash, check, EFT or credit card
- Processing gifts according to federal and state regulatory requirements
- Data entry (manual keying, Code 3 of 9)
- Internal data analysis and detailed, accurate compliance reporting
- Client “House File” grooming and maintenance
- Database management, merge-purge, NCOA and list preparation
- Fulfillment, bounce-backs, and “Thank-You”/acknowledgement letters
- Escrow and accounting
- Mail management, including postal forwarding and bulk drop-ship services.