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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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 […]

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The Truth About CRMs in Fundraising: Technology Alone Won’t Drive Donations

In the nonprofit sector, there’s a widespread belief that a powerful Constituent Relationship Management (CRM) system will automatically elevate fundraising outcomes.   The idea goes like this: “Get the right CRM, and the donations will follow.”   Unfortunately, this view overlooks a critical truth: No technology—no matter how advanced—can replace the need for a clear […]

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5 Critical Considerations for Successful Data Integration Between Advancement CRMs and Healthcare Systems

Data integration plays a pivotal role in modernizing fundraising efforts within healthcare organizations. However, integrating complex systems like Constituent Relationship Management (CRM) with patient databases, peer-to-peer fundraising platforms, and other related systems can be fraught with challenges. CRM systems are often built on different data architectures, possess distinct operational needs, and are governed by strict […]