About
Led by a nonprofit technology practitioner, not a vendor.
Precedent Nonprofit Advisory helps nonprofits evaluate, select, and run the CRM and fundraising systems that hold their donor data — free of vendor incentives, built for organizations that raise, steward, and report on every gift.
Independent CRM and fundraising-platform evaluations, RFP design and vendor selection, and implementation oversight — led by Adam Johns, so recommendations serve your mission, not a reseller's quota.
Database cleanup, deduplication, and backend configuration across all major nonprofit CRMs — including Raiser's Edge, Virtuous, Bloomerang, DonorPerfect, Salesforce, HubSpot, Blackbaud CRM, and eTapestry — delivered by our data specialists on a project basis so your records stay accurate and reportable.
Referrals into a trusted network of fundraising strategy and speaking engagement partners for the development-side needs that fall outside our technology and data practice.
We route those conversations to trusted partners in our referral network, including Erik Tomalis of Keystone Philanthropy, so your team gets the right specialist for the job.
Tell us where your technology or data is falling short, and we'll follow up to schedule a discovery call.
A nonprofit CRM consultant evaluates donor database and fundraising platform options against an organization's reporting, gift-processing, and integration needs, runs the RFP and vendor-selection process, and oversees implementation — independent of any software vendor's sales incentive.
A vendor's sales team is incentivized to sell their own platform. An independent advisor like Precedent Nonprofit Advisory has no commission tied to any CRM vendor, so the recommendation is based on fit for the organization's mission and reporting needs, not a quota.
No. We work with all major nonprofit CRMs, including Raiser's Edge, Virtuous, Bloomerang, DonorPerfect, Salesforce, HubSpot, Blackbaud CRM, eTapestry, and others.
We're based in Indianapolis, Indiana, and work with nonprofit organizations nationwide on their CRM, donor database, and fundraising technology needs.
