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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The Advisor’s Dilemma: RFP Response Strategy for Successful Advancement CRM Implementation

When honesty risks the deal—but protects your reputation, your client, and the outcome of an RFP response strategy.   As constituent relationship management (CRM) consultants in the advancement space, we’ve all been there. A request for proposal (RFP) lands in your inbox with an ambitious vision. Migrate from a legacy system to a modern advancement […]

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Confessions of An Advancement CRM Consultant: What We Really Bring to the Table (And What We Don’t)

Advancement constituent relationship management (CRM) consultants are not here to take over. Advancement CRM consultants are here to see what you’ve stopped noticing—and help you build something better.   Here’s a secret most Advancement CRM consultants won’t tell you:   We can’t magically fix donor stewardship with a best-practice workflow. We don’t assume we understand […]

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Keeping Your Advancement CRM Healthy: Why Regular Upgrades Protect Donor Relationships

As a consultant working with Advancement teams across higher education and healthcare, I’ve learned that maintaining peak performance requires discipline. Each morning, I prioritize exercise, proper nutrition, and adequate rest—not because these activities are delightful but because they enable me to bring my best self to client engagements.   When I walk into a meeting […]