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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Will a New Advancement CRM System Really Make a Difference?

  A new Constituent Relationship Management (CRM) system can propel your fundraising efforts to new levels. But do you really need a new system?   A CRM is a hub for all donor-centric activities, and solutions exist for every organization regardless of size. With the right CRM, your institution can deliver timely, automated, targeted communications […]

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Three Things to Consider When Choosing a Hosting Partner for Your CRM Application

  Most hosted Constituent Relationship Management (CRM) software comes in software as a service (SaaS)—a delivery model where software is licensed to clients on a subscription basis. As a result, you might wonder whether a hosted CRM could offer you the same functionality that in-house CRM solutions provide.   Although a hosted CRM might be […]

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Frequent Complaints and How You Can Encourage Use of Your Advancement CRM

  Advancement Constituent Relationship Management (CRM) databases are essential to your development office. If used correctly, the advancement CRM provides insights about donors and supports their growing relationship with the institution.   The advancement CRM can support everyone involved in the donation process through donor-centric interactions. This is important because philanthropists expect organizations to demonstrate […]