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…
CONTACT US

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Three Tips to Help Increase User Adoption of Your CRM Platform

  There is an assumption that people can pick up new tools and technology with a Constituent Relationship Management (CRM) platform. But that’s a detriment to user adoption.    Here are three tips to help increase user adoption of your CRM platform.  Integrate Single Sign-on (SSO) Everyone is dealing with multiple usernames and passwords in […]

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Here’s Why You Shouldn’t Cut Your CRM Training Budget

  The investment in training strategies and training budgets for Constituent Relationship Management (CRM) implementations have recently been an area that advancement leaders are cutting. This decision is likely based on the notion that everyone can pick up the software since it is considered “intuitive.”   But by doing this, leaders are doing their team […]

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Change Management Should Include Acknowledging the Current State of Society

  Times of disruption foreshadow what the best leaders already know: Change is an inescapable reality of the modern workplace. Change is even more prominent in the world of advancement. But we’re in a unique time in that what people may be dealing with personally has used up their capacity for change in a professional […]