Duplicate records quietly cause problems: the same donor gets two thank-you letters, totals are off, and nobody trusts the list. Built-in CRM tools often catch only exact matches. This audit looks for the harder ones.

You send a CSV export of one list from your CRM or spreadsheet.

I compare records using deterministic and probabilistic matching, helping uncover records that may belong to the same person even when identifying information is inconsistent.

I flag lookalikes that are probably different people, like a parent and child with the same name, so nobody merges them by mistake.

You get a report your team can act on.

A spreadsheet (CSV or Excel) listing each likely duplicate group, the record IDs involved, the fields that matched, and a confidence level (high, medium or needs review)

A separate tab of "looks similar, probably different" records to leave alone

A one-page summary (PDF) with the total duplicates found, the most common causes, and what to fix first

What I don't do I don't change your records. Your team or CRM admin does the merging, so you stay in control.

Send only the fields needed for matching. Leave out donation amounts, notes, and payment details.

Files are shared through [a secure link you choose / Google Drive], not email attachments.

I use your data only for this audit and never share it.

I delete your file and all copies within 7 days of delivering the report, and confirm it in writing.

FAQ Do I need a specific CRM? No. Anything that exports to CSV works. How big a list? Up to about 5,000 records. Larger lists get a separate quote. Can you help with cleanup? Yes, quoted separately after the audit.