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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Snake Charming: Transforming CRM Project Pitfalls into Opportunities

My husband and I recently took a month-long trip to Curacao to escape the Chicago winter. We rented a beautiful villa where we could hear birds singing and feel the warm breeze—it was wonderful. But we noticed a small snake in the living room on the third day. I’m afraid of snakes and was ready […]

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Institutional Change, the Impact of a Fresh Start

Fresh perspectives can be just what you need regarding institutional change.   Speaking from personal experience, my son recently discovered how effective a fresh start can be. Graduating from high school in 2020 challenged my son during his transition to college. The challenges persuaded him to take a year off after high school because of […]

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Major Gifts Officers, To Enter or Not Enter Data?

Major Gifts Officer works with prospective donors to obtain funds and coordinate stewardship, among many other tasks. When it comes to data, there are often two schools of thought regarding the Major Gifts Officer’s role in data entry. The Major Gifts Officer should only be able to view enough information in the Constituent Relationship Management […]