Bearing Tree’s Development Operations & Research services give your team the tools, insights, and support to fundraise strategically. We handle daily donation management, customize Salesforce for effective tracking, and keep your data clean and actionable. Our team streamlines operations like caging, receipting, and reconciliation, while providing donor research and wealth screening to guide major gift strategy. With additional compliance support, we help you reduce admin load and focus on what matters—building strong donor relationships and advancing your mission.
Development Operations & Research
How we can help
- Customize and maintain Salesforce (NPSP), automate donation tracking via online giving platform integration, clean and consolidate data, build dashboards and reports, and train staff for efficient use
- Receive, record, and deposit donations; update donor records; generate daily reports and monthly reconciliations
- Send timely tax receipts; track acknowledgements and handles year-end summaries
- Provide donor wealth screens with insights on net worth, giving capacity, philanthropic history, and in-depth profiles to support major gift cultivation.
- Manage multi-state charitable registrations, filings, renewals, and regulatory compliance