This presentation will review practical processes for managing your donor relations management system - especially for those wearing more than one hat! Many times staff in small organizations must juggle multiple tasks and perform different duties across the organization. This session will help those who are responsible or involved in the donor database keep up with data demands and processes.

Learning Outcomes:

  1. Practical tips for database management
  2. The benefits of ongoing processes to the organization and the donor
  3. Opportunity to share your experience and get feedback

Tara Morley


Sargent Solutions Inc.

A year after Wendy Smith started Sargent Solutions, Tara joined the team and has been working by Wendy’s side ever since.  Tara has 12 years of experience with Raiser’s Edge from gift processing, to data management, to implementations.  Tara is also proficient in the Financial Edge, eTapestry, Education Edge and Luminate Online. Tara has her Blackbaud certification in the Raiser’s Edge and Luminate Online. Tara also volunteers with a variety of charities in the region, enhancing her understanding of the needs of small to medium size organizations.

Wendy Smith


Sargent Solutions Inc.

Wendy started working with databases at Western Ontario 22 years ago where she created a database to manage a 4.3 million dollar renovation project.   Wendy left Western and began a career in fundraising at St. Joseph’s Health Care Fdn. where she did several roles including working on a Campaign, Event Planning, Financial Management and training staff – her passion for helping people led me to Sunshine Dreams for Kids, whereby she increased their direct mail by 70%. In 2006, Wendy started Sargent Solutions Inc., which provides expertise to charities and businesses looking to save money and create efficiencies.  In 2013 she became Blackbaud Certified and has experience training all aspects of Microsoft Office and Blackbaud’s suite of products. Wendy works with clients catering to their needs; from database management, direct mail consultation, and the implementation of strategies to encourage teamwork, or simply training staff to make them make more efficient.