We help Higher Education and Healthcare Organizations build Advancement Operations to achieve Transformational Philanthropy

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Our Services

Using our Strategic Integration Methodology, we translate the vision of Executive Leadership into operational strategy,  implementation plans, and change management programs.

Our clients get the results they want:

  • Collaborative teams
  • Donor-centric business practices
  • Actionable and reliable data
  • Integrated CRM (constituent relationship management) technology solutions

If any of this aligns with your goals…
CONTACT US

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Data Quality: A Shared Responsibility for Advancement Success

In the world of Advancement Constituent Relationship Management (CRM) systems, it’s a common but dangerous misconception that data quality is solely the responsibility of the Advancement Operations Team. While this team certainly plays a key role in establishing data management standards and managing complex records, maintaining data quality is a collective effort.   Every member […]

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Embracing Growth Mindset and Learning Through Mistakes in Your Advancement CRM Journey

Change is constant in the world of Advancement, and implementing a new Constituent Relationship Management (CRM) system is a transformative process that involves adopting new technology, workflows, responsibilities, and standard operating procedures.   While it might feel instinctive to aim for flawless execution right out of the gate, expecting perfection can often become a barrier […]

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Mid-Level Donor Programs: Understanding Loyal Mid-Level Partners and Major Gift Pathways

In healthcare philanthropy, mid-level donor programs often present a key strategic challenge: Are they a destination for loyal supporters or a stepping stone to major gifts?   The truth is, they can be both.   For many donors, mid-level giving is their long-term philanthropic fit, offering consistent support and creating predictable revenue streams for healthcare […]