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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Opportunities for Capitalizing on Post-Pandemic Fundraising Online

The global pandemic forced rapid changes across every industry sector, including advancement. As we continue to move toward the new normal, we’re seeing some of those changes—especially regarding the emphasis on online interaction—stick around.   Organizations should continue to take advantage of online fundraising platforms and methods to supplement their advancement initiatives. Donors are continuing […]

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When Outsourcing During CRM Implementation, Don’t Forget These Technical Components

  Constituent Relationship Management (CRM) project implementation often requires outsourcing to meet demands and ease the burden of your in-house staff. When it comes to the technical component of CRM implementation, outsourcing is even more practicable.   Outsourcing your CRM technical needs allows you to gain access to a wide variety of aptitudes and expertise […]

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3 Components to Consider Outsourcing for Your Advancement CRM Implementation

  Beginning a Constituent Relationship Management (CRM) implementation project is a large undertaking. You want it to succeed, but your organization may be pressed with its current resources.   CRM project implementation outsourcing is becoming increasingly more common, and it can help you avoid common mistakes. Most organizations choose to outsource to cut costs. But […]