Family & continuity

A family tree is a kind of trellis too.

Multi-generational donor families are some of the strongest relationships a nonprofit has – and some of the easiest to lose track of. A death date that never gets entered. A daughter who's been giving under her married name for a decade. A memorial gift that lands as a brand-new record instead of connecting to the family it belongs to. None of that shows up as an error. It just quietly costs you the relationship.

Linked family records

Spouses, children, and multi-generational donors connected as one family, not a dozen disconnected names.

In-memory & tribute accuracy

Deceased donors flagged and connected to the right memorial fund, instead of a solicitation letter landing on a family that just lost someone.

Generational giving history

The full arc of a family's giving across decades, visible in one place instead of buried across old and new systems.

The fields everyone skips

Death dates, maiden names, and household links are easy to leave blank. They're also some of the most damaging gaps when they're missing.

Specialized for nonprofits

The parts of donor data that don't fit in a spreadsheet.

Campaign & Event Lead Intake

The interest cards, pledge forms, and sign-up sheets collected at a gala or event are only useful once they're actually in the system – tagged to the right campaign, checked against existing donors, and routed to the right gift officer. We turn the stack of paper (or the spreadsheet someone typed it into at 11pm) into clean, campaign-tagged records, so a lead from Saturday's event doesn't go cold before anyone follows up.

Family & Giving History Mapping

Building out household and family relationships inside your CRM – spouses, children, parents, in-laws – so gift officers can see multi-generational giving patterns and legacy-giving prospects without piecing it together manually.

Donor Family Research

Researching a donor's family history through public records and genealogical sources to surface relatives, family wealth indicators, and legacy-giving context not currently in your database.

Billed hourly with a scoped cap. Findings are for internal prospect research only and require staff verification before use in donor-facing outreach.

What's next

Three places to go from here.

Migration Management

Choosing a platform is only step one. See how much of the build we can take off your plate.

See how it works →

Data Security

Every file moves through a dedicated secure portal, not an inbox. Here's exactly how.

See how data moves →

Schedule a Chat

One conversation is all it takes to get a real number for what your data actually needs.

Book a time →

Get started

Start with the audit.

One conversation, one fixed fee, one real number for what your data actually needs.

Abbey Cowens

Founder & Principal

You'll be on the call with the person doing the work. I've led multiple CRM migrations from the client side, and every time, clean data to the implementer was on me. Once with no data team at all. Now I do it for you.

Not ready to book? Email info@trellisdatapartners.com