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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Implementing an Advancement CRM? Don’t Forget Risk Management

Having an emergency plan before the emergency occurs increases the success of your advancement Constituent Relationship Management (CRM) implementation. A successful risk management program helps you consider the full range of risks your advancement CRM implementation may face. Risk management also examines the relationship between different types of risks and the cascading impact they could have on […]

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A Concise Strategy for Maintaining CRM Procedure Documentation Post Go-Live

Constituent Relationship Management (CRM) Go-Live is both an end and a beginning. It culminates many months of preparation, data cleansing, system design and testing, and training.   And once the system has successfully gone live and you’ve overcome initial challenges, the team still has vital roles to play. Firstly, you need to establish a concise […]

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Creating a Culture of Philanthropy Across the Institution

Institutions often struggle when it comes to advancement. But it is to be expected because it’s not their core business. Their core business is to educate students, conduct ground-breaking research, and contribute to the academic community. The same is true for healthcare organizations who may also struggle when it comes to advancement because their focus […]