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📣 Responsive Nonprofit Summit • Free + Virtual 🎉

June 4-5, 2025

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Practical Strategies. Real Results. Free to Attend.

The Responsive Nonprofit Summit June 4-5, 2025

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📣 Just in: Virtuous acquires Momentum to give mid- and major gift officers AI superpowers!

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Already a Virtuous customer? Our Professional Services help with Data and Report Clean-Up, Custom Training, Consulting and Giving Page Optimization.

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Virtuous Professional Services

Hands-on support from a name youtrust.

Pair your Virtuous subscription with our add-on professional services to accelerate the success of your nonprofit.

Get Expert Support

As a Virtuous customer, your nonprofit is fueled by the most responsive CRM.But even with this power, the path to transformation can feel overwhelming as you manage:

Cleaning up years of legacy data

Streamlining workflows to match technological advancements and AI

And introducing new systems to your team

Professional Services

Need more support as you freshen up your fundraising strategies?

As a Virtuous customer, you get exclusive access to our selection of nonprofit consulting and technical professional services. All to help you maximize your results as you scale your nonprofit’s impact with Virtuous.

Whether you’re just starting out on the platform and need additional training hours …

…or you’re a long-time customer looking to level up your fundraising strategy and reporting…

…our services are designed to support best practices and tactics that drive growth for responsive nonprofits.

Browse the Virtuous Professional Services menu below. 

Data Services

Don’t let messy data stop you from being responsive.

Improving donor communication and driving team effectiveness are most likely two of the biggest reasons you switched to Virtuous. 

But both are challenging if you don’t trust your data…even with a modern CRM.

Get a Data Clean up
Our Nonprofit Data Services Are for You If:

  • Your reports, statistics, and outreach are currently compromised due to duplicates.
  • You don’t have a data governance policy (and/or may not know what it is).
  • Your team has tried using bulk data tools that don’t quite meet your data cleanup needs.
  • Disconnected data points between gifts and pledges are leading to the wrong conclusions.
  • You’re unable to configure meaningful reports with the groupings you need.

Here’s How It Works:

Our nonprofit data management experts can:

  • Find the disconnects and link pledges or recurring gifts to payments.
  • Perform data cleanup on duplicate contacts or records.
  • Help you build out assumptions for predictive mapping when needed.
  • Optimize naming and coding in your campaign and project structures.
  • Help you feel confident as you reach out to donors–knowing your data is clean.
  • Assist with custom data services specific to your nonprofit.

Reporting Services

Let us build your reports for you. With accuracy.

When accurate, a report can serve as a roadmap and a benchmark, providing real insights to inform your fundraising strategy and performance.

But clean data doesn’t automatically mean clean reports. 

And the process of building reports requires time, practice, and knowledge of data, formulas, logic, and visualizations. 

Get Custom Reports
Our Nonprofit Data Services Are for You If:

  • You want a nonprofit consulting expert to build a report for you.
  • You have a legacy report that you want to move to Virtuous.
  • You have a report, but it’s not efficiently giving you the information you need to:
    • Run automated communications and actions without errors.
    • Get helpful fundraising insights
    • Understand giving trends
    • Benchmark your nonprofit against others

Here’s How It Works:

Our in-house nonprofit data management experts can:

  • Work with you to learn about your existing report, its function, and typical queries. From there, we’ll set up a new report for you based on your old one…but more accurate and streamlined!
  • Optimize and refresh your current reports, so you can use them to their full potential…while minimizing manual tasks for you and your team.
  • Help you explore custom reporting services tailored to your nonprofit.

Giving Services

Giving Pages designed for your nonprofit. To maximize generosity.

If you’re stuck using a legacy template for a Giving Page, you could be missing opportunities to convert page visitors into passionate supporters. 

Whether you’re launching a new campaign, rebuilding from a legacy system, or simply needing a best-practice overhaul, our team can help you craft high-performing, mobile-optimized Giving Pages that inspire generosity and reduce friction.

Get Help With Your Giving Page
This Professional Service Is for You If:

  • You’re struggling to transfer an older Giving Page into Virtuous.
  • Your current Giving Page isn’t converting, and you need insights into best practices.
  • You want an expert to build Giving Pages for you.

Here’s How It Works:

Our team creates beautiful, custom Giving Pages tailored to your nonprofit…and built to be responsive.

We also offer:

  • Best practice coaching from our in-house experts
  • Payments configuration
  • Integration configuration
  • Complete page build-out and publishing
  • Custom giving services based on your unique needs

Training Services

We believe in your mission. Let us equip your team.

We understand that finding nonprofit consulting services and nonprofit training can feel overwhelming, especially when there are so many to choose from. 

We’ll make the decision easy. 

As your CRM of choice, we’re already invested in what you do. So, it’s our absolute privilege to offer workshop-style nonprofit training sessions led by live instructors, providing everything you need to level up your team and get the most out of your Virtuous products. 

Choose from popular training topics or scope a customized training plan for your organization.

Book a Training Service
Virtuous Onboarding and Data Migration

In-Person Training

If self-paced e-learning doesn’t fit the style of your team, bring clarity with live, hands-on instruction from Virtuous experts. Our onsite nonprofit training is designed to address confusion, build internal alignment, and equip every role, so your team knows exactly how to apply Virtuous product skills and Responsive Fundraising to your unique processes.

This Professional Service Is for You If:

  • Your team feels unaligned or unsure of how to use Virtuous.
  • You’ve struggled with self-guided resources or need more tailored help.
  • You want an immersive learning experience with expert support in the room.

Here’s How It Works:

A Virtuous expert travels to your location for at least one full day. Sessions include hands-on training tailored to your workflows. Your team will walk away empowered and ready to use Virtuous to its fullest.

Live Zoom Training

Need targeted help without the time or cost of travel? Our live Zoom nonprofit training provides the flexibility of remote access and a shorter training period (no full day required). Whether your team is spread out or just needs a focused session, this option is tailored to your tools, your goals, and your team’s availability.

This Professional Service Is for You If:

  • You have team members in multiple locations.
  • You need support, but not a full day of onsite training.
  • You want live answers to specific questions or tool use cases.

Here’s How It Works:

Schedule at least one hour of customized, live virtual instruction. Training is customized to your team’s specific tools and workflows. Sessions include live Q&A and step-by-step guidance from a Virtuous expert.

Consulting Services

Nonprofit consulting services–from a trusted partner.

Nonprofit consulting services are important for providing resources, best practices, and technical guidance for nonprofits like yours. 

You can find all of that right here in-house with Virtuous Professional Services. 

With Virtuous consulting, let us review your daily workflows and outreach to ensure you’re getting the full return on your investment in Virtuous. We specialize in marketing automation for nonprofits, freeing you up to focus more on donor relationships and less on manual tasks.

Struggling to connect all your tools and optimize fundraising across Virtuous and your broader tech stack? We can help make it seamless.

Get Expert Consulting
Virtuous Consulting Is for You If:

  • You want an expert to build automation workflows for you or take a look at your existing ones.
  • You want to learn how to optimize automation for dynamic campaigns, multi-channel communications, and personalized connections with donors…at scale.
  • You're unsure if your receipting and acknowledgments meet donor expectations or audit standards.
  • You're not confident that your campaigns, projects, or segments are configured correctly to support attribution and reporting.
  • You need help scoping or implementing a custom integration between Virtuous and another platform.
  • Your internal developers need API guidance to build accurately within the Virtuous data structure.
  • You're unsure how to sync data bi-directionally between systems like finance, events, marketing, or donor platforms.

Here’s How It Works:

Our nonprofit consulting experts can:

  • Troubleshoot your internal workflows, partnering with you to strategize, build, and test automation tailored to your goals–often in a fraction of the time.
  • Lead you through a Gift Processing Workshop to map every piece of your giving process, including events, online gifts, checks, and third-party platforms.
  • Configure your gift entry workflows.
  • Build out custom receipt templates.
  • Train your team on new processes.
  • Conduct a final walk-through to ensure success.
  • Lead you through custom nonprofit consulting based on your specific needs.

See how Virtuous Professional Services can boost your fundraising.

  • Tap into the full power of Virtuous.
  • Feel confident about the efficiency of your workflows.
  • Rest easy with cleaned-up data.
  • See generosity results faster.

Unlock all of this and more with Virtuous Professional Services.

Not seeing a service that fits?

Virtuous Professional Services can be customized and tailored to the needs of your specific nonprofit, whether you need hands-on technical support or expert nonprofit consulting to guide your next strategy.

Tell us what you’re thinking in the form, and we’ll get back to you to let you know how we can help.

Fill out the form below to get started!