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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Tips for Delivering Bad News to Stakeholders During an Advancement CRM Implementation

  Unforeseen obstacles or challenges during a Constituent Relationship Management (CRM) implementation are inevitable. The worst thing you could try to do is hide it from your stakeholders—that is a recipe for disaster. When enduring obstacles or challenges during a CRM implementation, the objective, whether good or bad, should be clear and transparent communication to […]

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Streamline Your Advancement CRM Implementation with a Data Assessment

  Introducing a Constituent Relationship Management (CRM) into your institution’s operations boasts features like workflow automation, data integration, and Artificial Intelligence (AI)-driven insights. But these things can only be fully realized with the proper data foundation.   The importance of laying an appropriate groundwork for your data during a CRM implementation cannot be overstated. By […]

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Three Ways an Advancement Services & Support Assessment Supports Your CRM Implementation

  Every organization’s strength lies in its people. And in the dynamic landscape of Constituent Relationship Management (CRM) systems, the right team setup becomes the cornerstone of operational success.    However, in our experience, organizations forget to assess staffing skills before diving into a CRM implementation.    Conducting a staffing skills assessment helps identify areas […]