Hello everyone,
We are evaluating the outsourcing of our donation processing. During Covid, we were mostly remote and still are. We thought that it may help us free some time for the team to work on other things if mailed gift processing is outsourced. We are looking into setting up demos with Moore Response Management Group and Marsherall Partners .
Our expectations would be for them to receive mail, process it, deposit it, upload scanned copies of the paperwork/forward the physical copies, and acknowledge the donation. I don't know if they would process directly into our CRM of if we would set up an import etc. I don't know if these expectations are realistic.
We receive and process ~2,600 pieces of mail (donation related).
Do any of you have experience using such a service?
Any experience or resources you could share would be greatly appreciated.
Thank you.
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Ghaith Saggaf
Director - Institutional Advancement, Operations & Services
Zaytuna College
gsaggaf@zaytuna.edu------------------------------