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

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…


Data Security: A Primer for Advancement Leadership

Data security is critical to making sure that vital information from your organization is not easily accessible, but maintaining data security isn’t easy. In fact, there have been 540 data breaches this year.   That’s 163,551,023 people affected in 2020 so far by breaches in data security. Let’s dive into this critical topic as more […]

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Developing Advancement Operations Procedures

Everything You Need to Know About Developing Advancement Operations Procedures We’ve all seen what happens when colleagues think the other followed up with a major donor — and then no one does. Without proper procedures in place, it can be difficult to organize complex programs and maintain efficiency.   When it comes to streamlining processes […]

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Current State of Advancement: Is Your Acknowledgment Process COVID-19 Proof?

  Are you struggling with how to fundraise in the current environment?  Many institutions are. The uncertainty created by the pandemic, along with a slowdown in our economy and growing civil unrest, can make it difficult for your voice to be heard.  So in these times and beyond, transparency and sensitivity are critical in your […]