Charity Data Review
Your data should be working as hard as you are.
Many charities hold more data than they realise, but without the structure or insight to act on it. RFM Consults delivers a Charity Data Review: a structured, practical assessment of your data, reporting, and insight capability, giving you a clear picture of what you have, what it tells you, and what to do next.
How it works
The review follows a clear process:
Free Consultation
We start with a no-obligation conversation to understand your situation, your current systems, and what you're hoping to achieve.
Discovery and Analysis
We carry out a structured review of your data, covering data quality, reporting, donor insight, segmentation, and your CRM or database processes. We work with what you have, no preparation required on your part.
Report and Recommendations
You receive a written report with clear findings and prioritised recommendations. No jargon, no vague suggestions — just practical actions you can act on straight away.
What the review covers
Data Quality & Gift Aid Review
Campaign Analysis
Donor Insight & Segmentation
Event ROI Analysis
Major Donor Pipeline
Systems & Data Processes
What you receive
Every review concludes with a clear set of deliverables — written for your leadership team and trustees, not for data specialists.
Data Review Report
A clear, plain-language summary of findings, risks, and priority recommendations, structured so your senior team can act on it without further translation.
Action Plan
Practical steps your team can take immediately, with longer-term improvements clearly signposted and sequenced in order of impact and effort.
Presentation for Leadership
We translate the findings into a format suitable for your board or senior team, designed for discussion and decision-making, not passive reading.
Interested in a Charity Data Review?
Call Richard today on 07702 367 961 or email richard@rfmconsults.com
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​Start with a free, no-obligation conversation about your data and what a review could deliver for your organisation.