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  • Home
  • About
    • About Sync-REsults
    • Who We Serve
    • Sync Leadership
  • Services
    • Service Overview
    • Raiser's Edge Training
    • Database Analysis & Audit
    • Database Administration
    • Gift Retainer Services
    • Raiser's Edge Events
    • Financial Edge Training
    • Workshops & Bootcamps
    • Database Conversion
    • Donor Relations
    • Crystal Reports
    • CPA & Fund Accountant
    • Fundraising Plan
    • Social Media Marketing
  • Events
  • Resources
    • Database Investment
    • References
    • Constituent Mgmt Manual
    • Blog
    • Personal Case Studies
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Unlocking Your Business Potential

Personal Case Studies

Personal Case Studies

Boards Don’t Want Guesswork — They Demand Forecasts

 

At a nonprofit, the new Executive Director faced the same grilling at every Board meeting: What's in the pipeline? When will grants close? What can we actually count on this quarter?


The problem was their fundraising system. Raiser's Edge/RENXT only tracked gifts after they arrived, making proactive forecasting impossible. Frustration mounted on the Board, leaving leadership to plan in the dark.


That's when SYNC-Results stepped in and engineered a solution.

  • We rebuilt their system, adding custom opportunity fields to track every single ask, grant, and prospect from the start.
  • We created a proprietary Pipeline Expectancy Report that detailed purpose, amounts, and expected close dates, organized by fiscal quarter.
  • We centralized grant management in RE/RENXT, giving the team the power to track fulfillment rates and year-over-year success metrics.
  • We integrated data appends to strengthen revenue projections and refine future funder strategies.

The transformation was immediate: The Board gained real-time visibility into the pipeline, leadership could make data-driven budget decisions, and the ED walked into every meeting with unshakeable confidence, not guesswork.


Ready to move from doubt to data-driven certainty?

Read the full case study here »

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