Isaac Shalev

Sage70, Inc.

1114 Oldham Forest Crossing, Cary, NC 27513 | (877) 500-2840 | isaac@sage70.com
Works in: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, Vermont

Last updated:
Tuesday, Apr 19, 2022

Sage70 makes data work for nonprofits. Our services include: - Data and Technology Assessments - Organizational Development - CRM selection and implementation assistance Sage70 helps nonprofits get clarity on their data and technology challenges, and build solutions to overcome them. We focus on people, policy and process first, and as independent consultants, we select the right technology systems for each organization. Over ten years, Sage70 has become a trusted name in nonprofit technology, helping human-powered organizations navigate an ever-changing world of tech and data.

Areas of Expertise:

Communications / marketing planning and strategy, Digital communications, Direct mail, Donor communications

Financial policies and procedures

Fundraising / donor software

Managing change, Organizational assessments, Strategic planning

Cloud solutions, Data management, Software implementation, Technology assessment, Technology strategy and planning

Deep expertise in these issue areas: Foundations / Grantmakers, Professional Associations

Past Clients:

  • Organization: United States Golf Association
    Name: Sarah Brady
    Description of services provided: CRM Consulting
    Year services provided: 2016-2017
    Contact Info: | sbrady@usga.org
  • Organization: Jewish Funders Network
    Name: Samantha Anderson
    Description of services provided: CRM Consulting, Data Advisory Services
    Year services provided: 2015-2017
    Contact Info: | samantha@jfunders.org
  • Organization: UJA Federation of New York
    Name: Barbara Gold
    Description of services provided: Technology Assessment, CRM & Data Advisory Services
    Year services provided: 2014-2017
    Contact Info: | GOLDBA@ujafedny.org
  • Organization: Center for Biological Diversity
    Name: Thomas Stewart
    Description of services provided: CRM Advisory Servicess, Policy and Process Cosulting
    Year services provided: 2017
    Contact Info: | tstewart@biologicaldiversity.org
  • Organization: Mount Hoyoke College
    Description of services provided: IT Assessment , Organizational development
    Year services provided: 2019
  • Organization: Association on Aging of South Central Connecticut
    Description of services provided: CRM assessment and implementation
    Year services provided: 2021-2022
  • Organization: Mass Cultural Council
    Description of services provided: Grant Management System selection
    Year services provided: 2018 - 2019

Please note that we do not endorse any consultant listed in this directory. We strongly advise you to check references before hiring a consultant.