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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How to Manage Leadership Transition During an Advancement CRM Implementation

  Leadership transitions are typically high-stakes, high-tension events. When asked to rank life’s challenges in order of difficulty, the top one is “making a transition at work”—ahead of grief, divorce, and health issues, according to a McKinsey & Company report.   But the leadership transition is even more stressful if the departure is announced during […]

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Advancement CRM Implementations: The Impact of Scope Creep

  When implementing a new Constituent Relationship Management (CRM) platform, there is a philosophy in the advancement industry to get the minimally viable product up and running as quickly as possible.    But as organizations get closer to Go Live with their minimally viable product, they begin to experience it first-hand, and discomfort may set […]

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Five Missteps of Your Advancement CRM Training

  Constituent Relationship Management (CRM) training takes time and requires resources and effort from both the users and the organization. A strategic plan for training is necessary to succeed and get the most return on investment of your CRM platform.    But sometimes missteps happen during your advancement CRM training that hinders adoption.    We […]