Heart + Mind Services
Specializing in Giving Platform & Registration Management
Your time is best spent engaging and stewarding donors! Let the Heart + Mind Team of Registration Professionals take the stress of Giving Platform & Registration Management off your plate with the following services:
- General Event Information Build-Out
- Populate Ticketing/Sponsorship levels
- Populate Revenue Generator fields & Paddle Raise levels
- Review of pre, during, & post event communications & push notifications
- Upload Guest List & Manage Duplicate Accounts
- Assign all Guests to Tables in Giving Platform
- Guest List Audit & General Site Review (week of event)
- Enter all Live Auction Winners & Paddle Raise Donations into Giving Platform post Fundraising portion of Program
- Provide (1) Registration Manager to set up, oversee, & manage/train registration team on event day (including volunteers)
- Provide (4) Registration Professionals*
- Provide exceptional services for check-in, check-out, data entry, and troubleshooting
- Organization to provide/order designated swipers/iPads for selected Giving Platform
- Certified Platform Provider:
- OneCause
- GiveSmart
- Clickbid
- Classy
*Customized packages available based on event size and staffing needs. Registration Professionals can also serve in Auctioneer Support Roles
(Bid-spotters & Clerks)
Maximize Mission Impact & Event Revenue with Heart + Mind Fundraising Consultation Services:
- Fundraising Event Design - 3 Phase Approach
- Timeline & Revenue Goal Development
- Magnify Guest Experience
- Event Budget Management & Analyzation of past event Financials
- Mission & Impact Communication Development
- Event Messaging & Collateral Content Development
- Sponsorship + Benefit/Recognition Strategy Development
- Analyzation of Fundraising Sources & Sponsorship “Ask” Strategies
- Development of Board Materials
- Giving Platform Integration Strategy
- Venue + Vendor Sourcing & Negotiations
- Production/ROS Development & Management
- “Day of Event” Revenue Strategy - Event Revenue Drivers + Implementation Plan
- Sponsor Benefit Fulfillment Management
Unlock your fundraising potential with the Heart + Mind Event Roadmap:
Elevate your events, maximize revenue, and lead with purpose. Ideation, mission-driven planning, and a strategic approach to surpassing your fundraising goals—all in one.
The Heart + Mind Event Roadmap will take your team through the foundational pillars of a fundraising event and help shape the direction of your planning efforts. This proven process has consistently helped clients meet and surpass their fundraising goals while providing a mission-driven "why" behind every decision. The Roadmap Brainstorm covers a deep dive into all event components including Fundraising Goals, Mission Messaging, Guest Experience, and Board Engagement.
After the Brainstorm Session, Heart + Mind will present your recommended Event Plan, including Fundraising & Development Strategy. This will serve as your event “roadmap” and help to guide decisions throughout the event planning process.