{"id":19304,"date":"2025-03-14T16:39:27","date_gmt":"2025-03-14T16:39:27","guid":{"rendered":"https:\/\/teamheller.com\/?p=19304"},"modified":"2026-04-13T14:18:12","modified_gmt":"2026-04-13T14:18:12","slug":"advancement-tech-best-practices","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/guides\/advancement-tech-best-practices","title":{"rendered":"Advancement Tech Best Practices"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19304\" class=\"elementor elementor-19304\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-707acc8e e-con-full e-flex e-con e-parent\" data-id=\"707acc8e\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-23980d40 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"23980d40\" 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class=\"elementor-heading-title elementor-size-default\">Advancement Tech Best Practices<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-65026a49 e-con-full e-flex elementor-invisible e-con e-parent\" data-id=\"65026a49\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-9a2595 e-con-full e-flex e-con e-child\" data-id=\"9a2595\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12bdf4f3 elementor-toc--minimized-on-mobile elementor-widget__width-initial elementor-widget elementor-widget-table-of-contents\" data-id=\"12bdf4f3\" data-element_type=\"widget\" data-e-type=\"widget\" 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data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__12bdf4f3\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__12bdf4f3\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__12bdf4f3\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<svg class=\"elementor-toc__spinner eicon-animation-spin e-font-icon-svg e-eicon-loading\" aria-hidden=\"true\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M500 975V858C696 858 858 696 858 500S696 142 500 142 142 304 142 500H25C25 237 238 25 500 25S975 237 975 500 763 975 500 975Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5abe5d58 e-con-full e-flex e-con e-child\" data-id=\"5abe5d58\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7bc971f0 elementor-widget elementor-widget-heading\" data-id=\"7bc971f0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Introduction<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3778afd4 elementor-widget elementor-widget-text-editor\" data-id=\"3778afd4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-77e1ec65-7463-48cb-8702-72dfd1213fd6\" data-block=\"true\" data-editor=\"1s71n\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><span data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\">Advancement teams are vital for ensuring the financial stability and growth of their institutions but they face significant challenges\u2014both internally and externally. They are charged with engaging donors across an increasing number of channels in an ever more complex fundraising landscape.<\/span><\/div><div data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-d9f03a5e-8246-4c3b-85d5-d8d710a5c52c\" data-block=\"true\" data-editor=\"1s71n\" data-offset-key=\"d9f03a5e-8246-4c3b-85d5-d8d710a5c52c-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"d9f03a5e-8246-4c3b-85d5-d8d710a5c52c-0-0\"><span data-offset-key=\"d9f03a5e-8246-4c3b-85d5-d8d710a5c52c-0-0\">Many institutions face hurdles with outdated and fragmented technology systems that hinder operational efficiency and personalized appeals. By modernizing these systems and integrating sophisticated analytics and AI applications, advancement leaders can significantly improve donor data management and overall fundraising effectiveness.<\/span><\/div><div data-offset-key=\"d9f03a5e-8246-4c3b-85d5-d8d710a5c52c-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-b9b21a5a-0fb7-47d3-ab92-31a8de26f857\" data-block=\"true\" data-editor=\"1s71n\" data-offset-key=\"b9b21a5a-0fb7-47d3-ab92-31a8de26f857-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b9b21a5a-0fb7-47d3-ab92-31a8de26f857-0-0\"><span data-offset-key=\"b9b21a5a-0fb7-47d3-ab92-31a8de26f857-0-0\">Embracing these strategies will enable advancement leaders to navigate the pressures of reduced funding and increased demands, ultimately driving long-term success for their institutions. With a forward-thinking approach, they can transform challenges into opportunities and ensure their institutions thrive in the future.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-567f9849 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"567f9849\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a193aad elementor-widget elementor-widget-image\" data-id=\"a193aad\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"512\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university-768x512.jpg?strip=all\" class=\"attachment-medium_large size-medium_large wp-image-21267\" alt=\"A group of students sitting at desks listen attentively to a teacher standing at the front of a classroom. One student in green pants sits facing forward, taking notes. The room is bright with natural light.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university-768x512.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university-300x200.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university-1024x683.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university-150x100.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university.jpg?strip=all 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university.jpg?strip=all&amp;w=240 240w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university.jpg?strip=all&amp;w=480 480w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2026\/01\/technology-university.jpg?strip=all&amp;w=960 960w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-618d16db elementor-widget elementor-widget-heading\" data-id=\"618d16db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Challenges Faced by Advancement Leaders<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-743e871 elementor-widget elementor-widget-text-editor\" data-id=\"743e871\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Advancement leaders will face several significant challenges in coming years, some within and some without their organizations. These challenges require strategic planning and effective solutions to overcome and drive long-term success.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5a9d906c e-con-full e-flex e-con e-child\" data-id=\"5a9d906c\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-12122d1d elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"12122d1d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tDepartments are disconnected and have competing goals\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12143bcd elementor-widget elementor-widget-text-editor\" data-id=\"12143bcd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-fb94baad-955e-4bf5-804c-dfd673b39b17\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><span data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\">Interdepartmental collaboration is a huge challenge, particularly in large universities. Many constituents are oversaturated with solicitations and inconsistent messaging, as representatives from each part of their school life come asking them for money.<\/span><\/div><div data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-90387a8b-7a26-44b9-b80e-1c115e4ed189\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\"><span data-offset-key=\"90387a8b-7a26-44b9-b80e-1c115e4ed189-0-0\">In some organizations, marketing and fundraising teams compete for budget. Others have \u201cshadow CRM\u201d systems to hoard their best donors. The result is inefficiency, inconsistency, lost opportunities, and poor constituent experiences.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c33af81 e-con-full e-flex e-con e-child\" data-id=\"6c33af81\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-56e49b5f elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"56e49b5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tThey\u2019re expected to do more with less\n\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-18688d8f elementor-widget elementor-widget-text-editor\" data-id=\"18688d8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-3f051c1c-2cca-4202-8697-159466f6afca\" data-block=\"true\" data-editor=\"ine9\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><span data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\">Recent federal funding cuts have exacerbated an established downward trend, with both state and federal governments granting less money for educational institutions. Combined with declining alumni in some regions due to the recession-caused Enrollment Cliff, many institutions are under increased pressure to fill financial gaps through fundraising.<\/span><\/div><div data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-21ff684d-3965-4b4e-9861-f36ceba819d7\" data-block=\"true\" data-editor=\"ine9\" data-offset-key=\"21ff684d-3965-4b4e-9861-f36ceba819d7-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"21ff684d-3965-4b4e-9861-f36ceba819d7-0-0\"><span data-offset-key=\"21ff684d-3965-4b4e-9861-f36ceba819d7-0-0\">Throw in a capital campaign or two, which are heavily reliant on fundraising, and advancement leaders can really struggle to meet their goals.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2777fd44 e-con-full e-flex e-con e-child\" data-id=\"2777fd44\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-17887db0 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"17887db0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tFundraising is getting more complex\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26cfcc3d elementor-widget elementor-widget-text-editor\" data-id=\"26cfcc3d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Charged with growing donor support with fewer resources, fundraisers must manage engagement across a spiraling number of communication channels, including email, social media, and direct mail. Scaling these efforts with limited resources can be challenging, but it&#8217;s essential for maintaining strong donor relationships.<\/p><p>A broad survey by Salesforce last year found that a lack of digital engagement training was holding nonprofits back from making the most of their digital tools and strategies. Some organizations have seen a higher service demand without the capacity to increase service delivery.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b5e7833 e-con-full e-flex e-con e-child\" data-id=\"b5e7833\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3375f5fe elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"3375f5fe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tTheir tech can\u2019t handle personalized appeals\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16088967 elementor-widget elementor-widget-text-editor\" data-id=\"16088967\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-7297eb03-142d-4b99-89f2-3e22a1a448ef\" data-block=\"true\" data-editor=\"506a6\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><span data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\">Many institutions struggle with outdated and fragmented technology systems that hinder operational efficiency. Modernizing these systems and ensuring they are user-friendly can significantly improve the management of donor data and overall fundraising effectiveness.<\/span><\/div><\/div><div class=\"rte-item rte-1ee398a4-337f-481c-9d14-74857ef3ea5e\" data-block=\"true\" data-editor=\"506a6\" data-offset-key=\"1ee398a4-337f-481c-9d14-74857ef3ea5e-0-0\"><div data-offset-key=\"1ee398a4-337f-481c-9d14-74857ef3ea5e-0-0\">\u00a0<\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1ee398a4-337f-481c-9d14-74857ef3ea5e-0-0\"><span data-offset-key=\"1ee398a4-337f-481c-9d14-74857ef3ea5e-0-0\">Planning to update and integrate fundraising systems involves mapping the inputs and outputs to the institution\u2019s core CRM as well as understanding how different teams and systems use the data, and what for. The need for ever more sophisticated analytics and AI applications requires leaders to effectively manage and use their data in ways they never have before.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c35a6f elementor-widget elementor-widget-text-editor\" data-id=\"5c35a6f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bf59e781-9727-464c-9b8b-c9d66482c240-0-0\"><span data-offset-key=\"bf59e781-9727-464c-9b8b-c9d66482c240-0-0\">Breaking down data silos is critical for getting the coveted 360-degree view of the donor. This is especially important in higher education fundraising because of the complexity of datapoints on a single alum across the years of their engagement with the institution.<\/span><\/div><div data-offset-key=\"bf59e781-9727-464c-9b8b-c9d66482c240-0-0\">\u00a0<\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"73bf6e30-4bfd-4694-ab7a-f3c040ec5ffa-0-0\"><span data-offset-key=\"73bf6e30-4bfd-4694-ab7a-f3c040ec5ffa-0-0\">For example, modern advancement engagement often leverages datapoints from their academic record, housing history, extracurricular activities, clubs, and volunteer activities, as well as donation history and their wealth profile. This data, if stored in disparate systems, cannot easily be surfaced for a more personalized and effective donor appeal.<\/span><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-55375d62 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"55375d62\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0dcf466 elementor-widget elementor-widget-image\" data-id=\"0dcf466\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"520\" height=\"350\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1.jpg?strip=all\" class=\"attachment-medium_large size-medium_large wp-image-10125\" alt=\"\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1.jpg?strip=all 520w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1-300x202.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1.jpg?strip=all&amp;w=104 104w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1.jpg?strip=all&amp;w=208 208w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2022\/04\/EveryAction_Heller-Consulting_Donor-Retention-How-to-Inspire-Your-Donors-to-Stick-Around-of-Post_Feature-1.jpg?strip=all&amp;w=416 416w\" sizes=\"(max-width: 520px) 100vw, 520px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-69f87165 elementor-widget elementor-widget-heading\" data-id=\"69f87165\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Priorities for Advancement Leaders<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-555857b8 e-con-full e-flex e-con e-child\" data-id=\"555857b8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44b2d65f elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"44b2d65f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-fast-forward\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M512 76v360c0 6.6-5.4 12-12 12h-40c-6.6 0-12-5.4-12-12V284.1L276.5 440.6c-20.6 17.2-52.5 2.8-52.5-24.6V284.1L52.5 440.6C31.9 457.8 0 443.4 0 416V96c0-27.4 31.9-41.7 52.5-24.6L224 226.8V96c0-27.4 31.9-41.7 52.5-24.6L448 226.8V76c0-6.6 5.4-12 12-12h40c6.6 0 12 5.4 12 12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tFocus Area: Efficiency\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-186892a7 elementor-widget elementor-widget-text-editor\" data-id=\"186892a7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><strong>Shared Vision<\/strong><\/div><div class=\"rte-item rte-af3cfc41-9e85-46cd-bd07-f0635a7d8309\" data-block=\"true\" data-editor=\"8cqtc\" data-offset-key=\"af3cfc41-9e85-46cd-bd07-f0635a7d8309-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"af3cfc41-9e85-46cd-bd07-f0635a7d8309-0-0\"><span data-offset-key=\"af3cfc41-9e85-46cd-bd07-f0635a7d8309-0-0\">Create a shared vision for transforming student learning through effective use of technology, involving all stakeholders. Align this vision with established frameworks or standards to ensure community participation and long-term success.<\/span><\/div><div data-offset-key=\"af3cfc41-9e85-46cd-bd07-f0635a7d8309-0-0\">\u00a0<\/div><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"09414bb2-da2e-4310-b631-e0cde67b3653-0-0\"><strong>Implementation Planning<\/strong><\/div><div class=\"rte-item rte-663c9f11-22fe-4299-8a91-67f02f215d4b\" data-block=\"true\" data-editor=\"8cqtc\" data-offset-key=\"663c9f11-22fe-4299-8a91-67f02f215d4b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"663c9f11-22fe-4299-8a91-67f02f215d4b-0-0\"><span data-offset-key=\"663c9f11-22fe-4299-8a91-67f02f215d4b-0-0\">Develop a comprehensive plan for building and sustaining technology infrastructure, evaluating digital learning resources, and providing professional learning and coaching. This ensures informed decisions and effective use of resources.<\/span><\/div><\/div><div class=\"rte-item rte-c0b89379-0fcd-443b-b115-a22ea9d875a4\" data-block=\"true\" data-editor=\"8cqtc\" data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-0-0\"><div data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-0-0\">\u00a0<\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-0-0\"><strong>International Society for Technology in Education <\/strong><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-0-0\"><a href=\"https:\/\/www.iste.org\/essential-conditions-for-effective-tech-use-in-schools\"><span data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-1-0\">Essential Conditions for Effective Tech Use in Schools<\/span><\/a><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18d5ac4 e-con-full e-flex e-con e-child\" data-id=\"18d5ac4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6cc6c4b elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"6cc6c4b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-users\" viewBox=\"0 0 640 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M96 224c35.3 0 64-28.7 64-64s-28.7-64-64-64-64 28.7-64 64 28.7 64 64 64zm448 0c35.3 0 64-28.7 64-64s-28.7-64-64-64-64 28.7-64 64 28.7 64 64 64zm32 32h-64c-17.6 0-33.5 7.1-45.1 18.6 40.3 22.1 68.9 62 75.1 109.4h66c17.7 0 32-14.3 32-32v-32c0-35.3-28.7-64-64-64zm-256 0c61.9 0 112-50.1 112-112S381.9 32 320 32 208 82.1 208 144s50.1 112 112 112zm76.8 32h-8.3c-20.8 10-43.9 16-68.5 16s-47.6-6-68.5-16h-8.3C179.6 288 128 339.6 128 403.2V432c0 26.5 21.5 48 48 48h288c26.5 0 48-21.5 48-48v-28.8c0-63.6-51.6-115.2-115.2-115.2zm-223.7-13.4C161.5 263.1 145.6 256 128 256H64c-35.3 0-64 28.7-64 64v32c0 17.7 14.3 32 32 32h65.9c6.3-47.4 34.9-87.3 75.2-109.4z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tFocus Area: People\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f9af9d1 elementor-widget elementor-widget-text-editor\" data-id=\"f9af9d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\">Change management is a concrete management methodology that helps build buy-in among people impacted by change, provides necessary information, supports them through the transition, and reinforces required behaviors for success.<\/span><\/div><div data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\">\u00a0<\/div><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"98f2a014-d2d9-4b8b-ab96-2efe72562c5c-0-0\"><strong>Procsi\u00ae ADKAR Model<\/strong><\/div><div class=\"rte-item rte-8259279b-a9f0-46b1-881b-439b61731f36\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"8259279b-a9f0-46b1-881b-439b61731f36-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"8259279b-a9f0-46b1-881b-439b61731f36-0-0\"><span data-offset-key=\"8259279b-a9f0-46b1-881b-439b61731f36-0-0\">The ADKAR model is a popular framework to guide people through transitions.<\/span><\/div><\/div><ol class=\"public-DraftStyleDefault-ol\" data-offset-key=\"389ab478-0522-4ca0-950e-91760ef82693-0-0\"><li class=\"rte-item rte-389ab478-0522-4ca0-950e-91760ef82693 public-DraftStyleDefault-orderedListItem public-DraftStyleDefault-reset public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"389ab478-0522-4ca0-950e-91760ef82693-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"389ab478-0522-4ca0-950e-91760ef82693-0-0\"><span data-offset-key=\"389ab478-0522-4ca0-950e-91760ef82693-0-0\">Awareness: <\/span><span data-offset-key=\"389ab478-0522-4ca0-950e-91760ef82693-0-1\">Understanding the business reason behind the change and its value.<\/span><\/div><\/li><li class=\"rte-item rte-8c0faf97-dcd1-4b8c-ae0f-3fd570c73647 public-DraftStyleDefault-orderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"8c0faf97-dcd1-4b8c-ae0f-3fd570c73647-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"8c0faf97-dcd1-4b8c-ae0f-3fd570c73647-0-0\"><span data-offset-key=\"8c0faf97-dcd1-4b8c-ae0f-3fd570c73647-0-0\">Desire: <\/span><span data-offset-key=\"8c0faf97-dcd1-4b8c-ae0f-3fd570c73647-0-1\">Analyzing the desire for or resistance to change among individuals and stakeholder groups.<\/span><\/div><\/li><li class=\"rte-item rte-4513a125-afe2-460b-b484-88f95482c4b6 public-DraftStyleDefault-orderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"4513a125-afe2-460b-b484-88f95482c4b6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4513a125-afe2-460b-b484-88f95482c4b6-0-0\"><span data-offset-key=\"4513a125-afe2-460b-b484-88f95482c4b6-0-0\">Knowledge: <\/span><span data-offset-key=\"4513a125-afe2-460b-b484-88f95482c4b6-0-1\">Assessing the skills and information needed for a successful transition and identifying gaps.<\/span><\/div><\/li><li class=\"rte-item rte-289fd90f-41b3-43f3-872d-26a661fdb5e2 public-DraftStyleDefault-orderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"289fd90f-41b3-43f3-872d-26a661fdb5e2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"289fd90f-41b3-43f3-872d-26a661fdb5e2-0-0\"><span data-offset-key=\"289fd90f-41b3-43f3-872d-26a661fdb5e2-0-0\">Ability: <\/span><span data-offset-key=\"289fd90f-41b3-43f3-872d-26a661fdb5e2-0-1\">Evaluating stakeholders&#8217; ability to implement the change and addressing any gaps in behaviors, skills, funding, and resources.<\/span><\/div><\/li><li class=\"rte-item rte-f81ff5bb-e6e5-49a6-8ffe-12915337d022 public-DraftStyleDefault-orderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"f81ff5bb-e6e5-49a6-8ffe-12915337d022-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f81ff5bb-e6e5-49a6-8ffe-12915337d022-0-0\"><span data-offset-key=\"f81ff5bb-e6e5-49a6-8ffe-12915337d022-0-0\">Reinforcement: <\/span><span data-offset-key=\"f81ff5bb-e6e5-49a6-8ffe-12915337d022-0-1\">Nurturing and sustaining change over the long term by providing support and encouragement.<\/span><\/div><\/li><\/ol><div class=\"rte-item rte-6a6ad901-b3f4-4fb4-98b5-a670cfe560a2\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"6a6ad901-b3f4-4fb4-98b5-a670cfe560a2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6a6ad901-b3f4-4fb4-98b5-a670cfe560a2-0-0\"><span data-offset-key=\"6a6ad901-b3f4-4fb4-98b5-a670cfe560a2-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-f38a5dde-98e2-475a-bd09-5026d700a2e2\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"f38a5dde-98e2-475a-bd09-5026d700a2e2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f38a5dde-98e2-475a-bd09-5026d700a2e2-0-0\"><span data-offset-key=\"f38a5dde-98e2-475a-bd09-5026d700a2e2-0-0\"><strong>Heller Consulting<\/strong> <\/span><\/div><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f38a5dde-98e2-475a-bd09-5026d700a2e2-0-0\"><a href=\"https:\/\/teamheller.com\/resources\/blog\/higher-education-change-management\"><span data-offset-key=\"f38a5dde-98e2-475a-bd09-5026d700a2e2-1-0\">Professional Development for Change Management Guide<\/span><\/a><\/div><\/div><\/div><div class=\"rte-item rte-c0b89379-0fcd-443b-b115-a22ea9d875a4\" data-block=\"true\" data-editor=\"8cqtc\" data-offset-key=\"c0b89379-0fcd-443b-b115-a22ea9d875a4-0-0\">\u00a0<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4f861766 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4f861766\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b8feb5 elementor-widget elementor-widget-heading\" data-id=\"7b8feb5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Steps to Advancement Success<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bb886d9 e-con-full e-flex e-con e-child\" data-id=\"bb886d9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-18ef114 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"18ef114\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-brain\" viewBox=\"0 0 576 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M208 0c-29.9 0-54.7 20.5-61.8 48.2-.8 0-1.4-.2-2.2-.2-35.3 0-64 28.7-64 64 0 4.8.6 9.5 1.7 14C52.5 138 32 166.6 32 200c0 12.6 3.2 24.3 8.3 34.9C16.3 248.7 0 274.3 0 304c0 33.3 20.4 61.9 49.4 73.9-.9 4.6-1.4 9.3-1.4 14.1 0 39.8 32.2 72 72 72 4.1 0 8.1-.5 12-1.2 9.6 28.5 36.2 49.2 68 49.2 39.8 0 72-32.2 72-72V64c0-35.3-28.7-64-64-64zm368 304c0-29.7-16.3-55.3-40.3-69.1 5.2-10.6 8.3-22.3 8.3-34.9 0-33.4-20.5-62-49.7-74 1-4.5 1.7-9.2 1.7-14 0-35.3-28.7-64-64-64-.8 0-1.5.2-2.2.2C422.7 20.5 397.9 0 368 0c-35.3 0-64 28.6-64 64v376c0 39.8 32.2 72 72 72 31.8 0 58.4-20.7 68-49.2 3.9.7 7.9 1.2 12 1.2 39.8 0 72-32.2 72-72 0-4.8-.5-9.5-1.4-14.1 29-12 49.4-40.6 49.4-73.9z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tUnify donor engagement\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6af1bf9 elementor-widget elementor-widget-text-editor\" data-id=\"6af1bf9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><span data-offset-key=\"ab213b63-ccc6-49e8-8df2-fb899afb3def-0-0\">The antidote to inconsistent communications and oversolicitation is to design a unified donor engagement journey. Especially important in large universities where different departments and colleges have their own systems, this will allow for the <\/span><a href=\"https:\/\/teamheller.com\/resources\/guides\/reimagining-engagement\"><span data-offset-key=\"ab213b63-ccc6-49e8-8df2-fb899afb3def-1-0\">personalized approaches and reporting that donors now expect<\/span><\/a><span data-offset-key=\"ab213b63-ccc6-49e8-8df2-fb899afb3def-2-0\">.<\/span><\/div><div data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\">\u00a0<\/div><div data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3dfecc01-ce88-4e1e-802f-57fea87003d4-0-0\"><strong>Donor personalization best practices<\/strong><\/div><div class=\"rte-item rte-f92d5d30-47cf-4311-9f85-c47468632449\" data-block=\"true\" data-editor=\"3rcni\" data-offset-key=\"f92d5d30-47cf-4311-9f85-c47468632449-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f92d5d30-47cf-4311-9f85-c47468632449-0-0\"><span data-offset-key=\"f92d5d30-47cf-4311-9f85-c47468632449-0-0\">Leveraging data to build automated, personalized engagement strategies is key to maintaining connections with donors. Marketing automation tools can scale these efforts, making it possible to engage with a larger number of donors without sacrificing personalization.<\/span><\/div><div data-offset-key=\"f92d5d30-47cf-4311-9f85-c47468632449-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-4ff9f83d-8956-4cda-a7a3-69e6228b3ca1\" data-block=\"true\" data-editor=\"3rcni\" data-offset-key=\"4ff9f83d-8956-4cda-a7a3-69e6228b3ca1-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4ff9f83d-8956-4cda-a7a3-69e6228b3ca1-0-0\"><span data-offset-key=\"4ff9f83d-8956-4cda-a7a3-69e6228b3ca1-0-0\">Aligning donor engagement with specific giving opportunities maximizes impact. Automating recommendations based on donor engagement history and surfacing donation impact can build donor trust and loyalty\u2014both are enabled by an efficient tech stack.<\/span><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5df90ac e-con-full e-flex e-con e-child\" data-id=\"5df90ac\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-f58faef elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"f58faef\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-compass\" viewBox=\"0 0 496 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M225.38 233.37c-12.5 12.5-12.5 32.76 0 45.25 12.49 12.5 32.76 12.5 45.25 0 12.5-12.5 12.5-32.76 0-45.25-12.5-12.49-32.76-12.49-45.25 0zM248 8C111.03 8 0 119.03 0 256s111.03 248 248 248 248-111.03 248-248S384.97 8 248 8zm126.14 148.05L308.17 300.4a31.938 31.938 0 0 1-15.77 15.77l-144.34 65.97c-16.65 7.61-33.81-9.55-26.2-26.2l65.98-144.35a31.938 31.938 0 0 1 15.77-15.77l144.34-65.97c16.65-7.6 33.8 9.55 26.19 26.2z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAlign your team on shared goals\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f062b0b elementor-widget elementor-widget-text-editor\" data-id=\"f062b0b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"rte-item rte-1334e362-cfcb-4c41-92be-e836022677cf\" data-block=\"true\" data-editor=\"beijk\" data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-0-0\"><span data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-0-1\">The first step towards integration is <\/span><a href=\"https:\/\/www.case.org\/resources\/schools-toolkit-integrating-your-schools-advancement-office\"><span data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-1-0\">understanding each other&#8217;s roles and departmental goals<\/span><\/a><span data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-2-0\">. This involves regular meetings where team members share their primary data points, key performance indicators, challenges, and successes.<\/span><\/div><div data-offset-key=\"1334e362-cfcb-4c41-92be-e836022677cf-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-39563b25-935a-4202-8db5-e0064d0f0141\" data-block=\"true\" data-editor=\"beijk\" data-offset-key=\"39563b25-935a-4202-8db5-e0064d0f0141-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"39563b25-935a-4202-8db5-e0064d0f0141-0-0\"><span data-offset-key=\"39563b25-935a-4202-8db5-e0064d0f0141-0-0\">Using shared metrics quantify the institution&#8217;s standing and provide a clear picture of overall performance, identify fundraising priorities and allow better tracking of progress. A unified vision and story across the organization ensures everyone is working toward the same objective as well as producing a consistent experience for constituents.<\/span><\/div><div data-offset-key=\"39563b25-935a-4202-8db5-e0064d0f0141-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-ef85e51c-8670-4f1a-a57c-324017dec30b\" data-block=\"true\" data-editor=\"beijk\" data-offset-key=\"ef85e51c-8670-4f1a-a57c-324017dec30b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ef85e51c-8670-4f1a-a57c-324017dec30b-0-0\"><span data-offset-key=\"ef85e51c-8670-4f1a-a57c-324017dec30b-0-0\">Use visual tools like relationship maps to illustrate areas of overlap and mutual dependence. This helps in clarifying how different roles support the entire team<\/span><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-70638ad e-con-full e-flex e-con e-child\" data-id=\"70638ad\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-418f68c elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"418f68c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-handshake\" viewBox=\"0 0 640 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M519.2 127.9l-47.6-47.6A56.252 56.252 0 0 0 432 64H205.2c-14.8 0-29.1 5.9-39.6 16.3L118 127.9H0v255.7h64c17.6 0 31.8-14.2 31.9-31.7h9.1l84.6 76.4c30.9 25.1 73.8 25.7 105.6 3.8 12.5 10.8 26 15.9 41.1 15.9 18.2 0 35.3-7.4 48.8-24 22.1 8.7 48.2 2.6 64-16.8l26.2-32.3c5.6-6.9 9.1-14.8 10.9-23h57.9c.1 17.5 14.4 31.7 31.9 31.7h64V127.9H519.2zM48 351.6c-8.8 0-16-7.2-16-16s7.2-16 16-16 16 7.2 16 16c0 8.9-7.2 16-16 16zm390-6.9l-26.1 32.2c-2.8 3.4-7.8 4-11.3 1.2l-23.9-19.4-30 36.5c-6 7.3-15 4.8-18 2.4l-36.8-31.5-15.6 19.2c-13.9 17.1-39.2 19.7-55.3 6.6l-97.3-88H96V175.8h41.9l61.7-61.6c2-.8 3.7-1.5 5.7-2.3H262l-38.7 35.5c-29.4 26.9-31.1 72.3-4.4 101.3 14.8 16.2 61.2 41.2 101.5 4.4l8.2-7.5 108.2 87.8c3.4 2.8 3.9 7.9 1.2 11.3zm106-40.8h-69.2c-2.3-2.8-4.9-5.4-7.7-7.7l-102.7-83.4 12.5-11.4c6.5-6 7-16.1 1-22.6L367 167.1c-6-6.5-16.1-6.9-22.6-1l-55.2 50.6c-9.5 8.7-25.7 9.4-34.6 0-9.3-9.9-8.5-25.1 1.2-33.9l65.6-60.1c7.4-6.8 17-10.5 27-10.5l83.7-.2c2.1 0 4.1.8 5.5 2.3l61.7 61.6H544v128zm48 47.7c-8.8 0-16-7.2-16-16s7.2-16 16-16 16 7.2 16 16c0 8.9-7.2 16-16 16z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tIntegrate your school's advancement office\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3402140 elementor-widget elementor-widget-text-editor\" data-id=\"3402140\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-offset-key=\"d6ad6c59-fc5d-42d4-8bd9-1ba2c40b292d-0-1\">An <\/span><a href=\"https:\/\/www.case.org\/resources\/how-integrated-advancement-team-leads-success\"><span data-offset-key=\"d6ad6c59-fc5d-42d4-8bd9-1ba2c40b292d-1-0\">integrated advancement team<\/span><\/a><span data-offset-key=\"d6ad6c59-fc5d-42d4-8bd9-1ba2c40b292d-2-0\"> can significantly enhance the success of an institution by improving coordination, aligning workloads, and achieving greater outcomes across teams like marketing, fundraising, and IT. By working together, team members can ensure that their efforts are well-coordinated, leading to more efficient and effective operations. This integration allows for better alignment of tasks and responsibilities, ultimately resulting in improved performance and outcomes.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a79c22d e-con-full e-flex e-con e-child\" data-id=\"a79c22d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-585c392 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"585c392\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-database\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M448 73.143v45.714C448 159.143 347.667 192 224 192S0 159.143 0 118.857V73.143C0 32.857 100.333 0 224 0s224 32.857 224 73.143zM448 176v102.857C448 319.143 347.667 352 224 352S0 319.143 0 278.857V176c48.125 33.143 136.208 48.572 224 48.572S399.874 209.143 448 176zm0 160v102.857C448 479.143 347.667 512 224 512S0 479.143 0 438.857V336c48.125 33.143 136.208 48.572 224 48.572S399.874 369.143 448 336z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tStreamline and bolster your tech stack\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34d36da elementor-widget elementor-widget-text-editor\" data-id=\"34d36da\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span data-offset-key=\"c983b750-b755-418b-a426-5a39b5e178b5-0-1\">Every organization wants to grow its donor base in a cost-effective way but understanding how that is done is more than just a CRM conversation. Technology and advancement leaders should take a broad view of your ecosystem and determine what can stay, what can go, and what can be enhanced. You should develop a <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/inside-hellers-crm-roadmap-methodology\"><span data-offset-key=\"c983b750-b755-418b-a426-5a39b5e178b5-1-0\">Technology Roadmap<\/span><\/a><span data-offset-key=\"c983b750-b755-418b-a426-5a39b5e178b5-2-0\"> that identifies the technologies beyond your CRM that bring efficiencies, optimize your return on investment, support your current needs, and have the capacity to grow with you.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22011779 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"22011779\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4a7f89c elementor-widget elementor-widget-image\" data-id=\"4a7f89c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"534\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all&amp;fit=800%2C534\" class=\"attachment-large size-large wp-image-16550\" alt=\"A man with glasses gestures while discussing a nonprofit case study with a woman holding a smartphone at a table filled with laptops and papers in a meeting room. Other people are working in the background.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33-300x200.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33-1024x683.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33-150x100.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33-768x512.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/05\/Heller-Candids-Delaney-Rain-Photography-33.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6a6bbbf9 elementor-widget elementor-widget-heading\" data-id=\"6a6bbbf9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">How we approach advancement tech at Heller Consulting\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-421a31bf elementor-widget elementor-widget-text-editor\" data-id=\"421a31bf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-45a3d287-179e-480f-b7f1-95ad89ea6e7c\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"45a3d287-179e-480f-b7f1-95ad89ea6e7c-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"45a3d287-179e-480f-b7f1-95ad89ea6e7c-0-0\"><span data-offset-key=\"45a3d287-179e-480f-b7f1-95ad89ea6e7c-0-0\">In an <\/span><a href=\"https:\/\/teamheller.com\/resources\/blog\/principles-and-practices-for-nonprofit-excellence-a-holistic-approach-to-business-process-improvement\"><span data-offset-key=\"45a3d287-179e-480f-b7f1-95ad89ea6e7c-1-0\">operational assessment<\/span><\/a><span data-offset-key=\"45a3d287-179e-480f-b7f1-95ad89ea6e7c-2-0\">, we work collaboratively with our advancement clients to help them identify what areas of the organization they\u2019re trying to impact.<\/span><\/div><\/div><ul class=\"public-DraftStyleDefault-ul\" data-offset-key=\"2961c228-bfea-4511-ade6-a0f08111233a-0-0\"><li class=\"rte-item rte-2961c228-bfea-4511-ade6-a0f08111233a public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-reset public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"2961c228-bfea-4511-ade6-a0f08111233a-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"2961c228-bfea-4511-ade6-a0f08111233a-0-0\"><span data-offset-key=\"2961c228-bfea-4511-ade6-a0f08111233a-0-0\">Review existing technology, process documentation, reports, staffing charts, and training materials to audit how the organization is performing current work<\/span><\/div><\/li><li class=\"rte-item rte-a602cf88-bc5d-4e48-8ba2-9624df7e75cf public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"a602cf88-bc5d-4e48-8ba2-9624df7e75cf-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"a602cf88-bc5d-4e48-8ba2-9624df7e75cf-0-0\"><span data-offset-key=\"a602cf88-bc5d-4e48-8ba2-9624df7e75cf-0-0\">Identify gaps between the current state and the organization\u2019s goals<\/span><\/div><\/li><li class=\"rte-item rte-fe2506cd-93bf-4f00-98cf-9770faf9d38a public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"fe2506cd-93bf-4f00-98cf-9770faf9d38a-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"fe2506cd-93bf-4f00-98cf-9770faf9d38a-0-0\"><span data-offset-key=\"fe2506cd-93bf-4f00-98cf-9770faf9d38a-0-0\">Develop an action plan that includes clear recommendations for people, process, and technology changes that will positively impact the operational goals<\/span><\/div><\/li><\/ul><div class=\"rte-item rte-6b1f7282-92c4-4d7a-9efe-cef7d0298157\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"6b1f7282-92c4-4d7a-9efe-cef7d0298157-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6b1f7282-92c4-4d7a-9efe-cef7d0298157-0-0\"><span data-offset-key=\"6b1f7282-92c4-4d7a-9efe-cef7d0298157-0-0\">\u00a0<\/span><\/div><\/div><div class=\"rte-item rte-9088f327-746f-463d-b2c3-11002e8f8056\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"9088f327-746f-463d-b2c3-11002e8f8056-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"9088f327-746f-463d-b2c3-11002e8f8056-0-0\"><span data-offset-key=\"9088f327-746f-463d-b2c3-11002e8f8056-0-0\">The organization can then put the action plan to work, or we can help with operational streamlining services that include:<\/span><\/div><\/div><ul class=\"public-DraftStyleDefault-ul\" data-offset-key=\"392a8886-9ef4-4dcd-8ede-eb301c98216d-0-0\"><li class=\"rte-item rte-392a8886-9ef4-4dcd-8ede-eb301c98216d public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-reset public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"392a8886-9ef4-4dcd-8ede-eb301c98216d-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"392a8886-9ef4-4dcd-8ede-eb301c98216d-0-0\"><span data-offset-key=\"392a8886-9ef4-4dcd-8ede-eb301c98216d-0-0\">Business process mapping and documentation<\/span><\/div><\/li><li class=\"rte-item rte-d969741b-f15f-433f-8b23-fb2c004bfec2 public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"d969741b-f15f-433f-8b23-fb2c004bfec2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"d969741b-f15f-433f-8b23-fb2c004bfec2-0-0\"><span data-offset-key=\"d969741b-f15f-433f-8b23-fb2c004bfec2-0-0\">Training, staffing plans, and change leadership<\/span><\/div><\/li><li class=\"rte-item rte-a2605c1d-bb71-479a-b492-77cd695ab323 public-DraftStyleDefault-unorderedListItem public-DraftStyleDefault-depth0 public-DraftStyleDefault-listLTR\" data-block=\"true\" data-editor=\"fdknc\" data-offset-key=\"a2605c1d-bb71-479a-b492-77cd695ab323-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"a2605c1d-bb71-479a-b492-77cd695ab323-0-0\"><span data-offset-key=\"a2605c1d-bb71-479a-b492-77cd695ab323-0-0\">System configuration and support<\/span><\/div><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0c8dd8f elementor-widget elementor-widget-button\" data-id=\"0c8dd8f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/teamheller.com\/clients\/education\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">More info<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1ae4364d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"1ae4364d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-12aedbe elementor-widget elementor-widget-heading\" data-id=\"12aedbe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Preparing for the Future of Advancement \n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-34557c91 elementor-widget elementor-widget-text-editor\" data-id=\"34557c91\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-277c3a02-4dfa-41b0-bfe8-ee3196357933\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"277c3a02-4dfa-41b0-bfe8-ee3196357933-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"277c3a02-4dfa-41b0-bfe8-ee3196357933-0-0\"><span data-offset-key=\"277c3a02-4dfa-41b0-bfe8-ee3196357933-0-0\">The coming decade\u2019s most successful organizations will be led by forward-thinking advancement teams that are making decisions today about what their constituents will need in the future.<\/span><\/div><div data-offset-key=\"277c3a02-4dfa-41b0-bfe8-ee3196357933-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-c3495bab-1e88-42a3-8f01-5691283349bd\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-0-0\"><span data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-0-0\">Leaders from the <\/span><a href=\"https:\/\/www.case.org\/conferences-training\/drive\"><span data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-1-0\">Council for Advancement and Support of Education<\/span><\/a><span data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-2-0\"> indicate that technology and data integration will be the key themes of coming years. Many predict that development in AI will allow advancement teams to increase reporting, storytelling, and drive more meaningful engagement (and ideally more donations).<\/span><\/div><div data-offset-key=\"c3495bab-1e88-42a3-8f01-5691283349bd-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-e28c0a8b-8eb1-43b9-9198-92fedf2bd101\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"e28c0a8b-8eb1-43b9-9198-92fedf2bd101-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"e28c0a8b-8eb1-43b9-9198-92fedf2bd101-0-0\"><span data-offset-key=\"e28c0a8b-8eb1-43b9-9198-92fedf2bd101-0-0\">AI can help predict donor behavior, identify high-potential donors, and personalize engagement strategies. These technologies enable nonprofits to optimize their fundraising efforts and improve donor retention. By understanding the evolution of CRM features and leveraging these modern capabilities, digital leaders can transform donor relations and drive meaningful engagement.<\/span><\/div><div data-offset-key=\"e28c0a8b-8eb1-43b9-9198-92fedf2bd101-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-ba648275-879d-404b-98d4-79b418f7fb06\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"ba648275-879d-404b-98d4-79b418f7fb06-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ba648275-879d-404b-98d4-79b418f7fb06-0-0\"><span data-offset-key=\"ba648275-879d-404b-98d4-79b418f7fb06-0-0\">To truly unify donor relations requires an alumni metric model that starts early in the constituent\u2019s relationship with the organization. Future-proof advancement teams are capturing data that measures alumni engagement and tracking engagement effectiveness.<\/span><\/div><div data-offset-key=\"ba648275-879d-404b-98d4-79b418f7fb06-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-690cefd0-ee9c-4165-8dd4-db17b8b41ab8\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"690cefd0-ee9c-4165-8dd4-db17b8b41ab8-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"690cefd0-ee9c-4165-8dd4-db17b8b41ab8-0-0\"><span data-offset-key=\"690cefd0-ee9c-4165-8dd4-db17b8b41ab8-0-0\">To face an uncertain future, advancement leaders must prioritize fostering interdepartmental collaboration and breaking down silos within their organizations, aligning goals and creating a unified approach to donor engagement. Investing in modern, integrated technology systems that support personalized appeals and sophisticated analytics will be crucial. These systems can help manage the increasing complexity of fundraising efforts and ensure that institutions can effectively engage with donors across multiple channels.<\/span><\/div><div data-offset-key=\"690cefd0-ee9c-4165-8dd4-db17b8b41ab8-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-d5eeacde-b03b-46c7-9991-5949fdf0cd5b\" data-block=\"true\" data-editor=\"80jha\" data-offset-key=\"d5eeacde-b03b-46c7-9991-5949fdf0cd5b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"d5eeacde-b03b-46c7-9991-5949fdf0cd5b-0-0\"><span data-offset-key=\"d5eeacde-b03b-46c7-9991-5949fdf0cd5b-0-0\">By embracing these strategies, advancement leaders can navigate the pressures of reduced funding and increased demands, ultimately driving long-term success for their institutions.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7f5deab0 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7f5deab0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5fd09069 elementor-widget__width-initial elementor-widget elementor-widget-image\" data-id=\"5fd09069\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"492\" height=\"99\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all\" class=\"attachment-large size-large wp-image-18138\" alt=\"Heller Consulting logo with a colorful, abstract four-cornered design on the left and HELLER CONSULTING in blue and gray text on the right, representing experts in Salesforce solutions for nonprofits guide.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all 492w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal-300x60.png?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal-150x30.png?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all&amp;w=98 98w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/10\/Heller-logo-no-RKD-full-color-horizontal.png?strip=all&amp;w=393 393w\" sizes=\"(max-width: 492px) 100vw, 492px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-16c14e1b elementor-widget elementor-widget-text-editor\" data-id=\"16c14e1b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-1396a452-9840-4294-9720-7e787a468f16\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><span data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\">Heller Consulting specializes in empowering education organizations to shape the future by providing effective technology solutions that raise funds, enhance student engagement, strengthen alumni relations, and streamline operations. We understand the unique challenges faced by education advancement teams and offer tailored strategies that align with institutional goals. Heller Consulting has expertise in implementing Salesforce advancement packages like Kindsight\u2019s Ascend and supports institutions with their tech roadmap and change leadership needs.<\/span><\/div><div data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-d19c7b6b-60fe-4c00-943c-ae1bb327d49d\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"d19c7b6b-60fe-4c00-943c-ae1bb327d49d-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"d19c7b6b-60fe-4c00-943c-ae1bb327d49d-0-0\"><span data-offset-key=\"d19c7b6b-60fe-4c00-943c-ae1bb327d49d-0-0\">Our expert consultants, many with experience in higher education advancement teams, take the time to understand the specific priorities and challenges of your institution. They help implement powerful fundraising strategies and tools that enable effective donor engagement, track giving trends, and maximize contributions. By leveraging data-driven insights and streamlined processes, Heller Consulting supports efforts to build lasting relationships with major donors, alumni, and corporate partners, ensuring the institution&#8217;s long-term success.<\/span><\/div><div data-offset-key=\"d19c7b6b-60fe-4c00-943c-ae1bb327d49d-0-0\">\u00a0<\/div><\/div><div class=\"rte-item rte-6d5bfe2f-a8b2-496e-bed9-da6370c1b4ad\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"6d5bfe2f-a8b2-496e-bed9-da6370c1b4ad-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6d5bfe2f-a8b2-496e-bed9-da6370c1b4ad-0-0\"><span data-offset-key=\"6d5bfe2f-a8b2-496e-bed9-da6370c1b4ad-0-0\">In addition to fundraising, Heller focuses on enhancing student and alumni engagement by implementing tools and strategies that foster meaningful interactions and help institutions reach their revenue goals. With a proven track record of delivering customized solutions, Heller Consulting helps educational institutions achieve their vision and elevate their impact.<\/span><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1897b5f elementor-widget elementor-widget-button\" data-id=\"1897b5f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/teamheller.com\/clients\/education\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">About our services<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Education advancement leaders face significant challenges, some within and some without their organizations. This guide outlines the strategic planning required for long-term fundraising success.<\/p>\n","protected":false},"author":39,"featured_media":11669,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[508],"tags":[178,275,320,420,1020,1040],"ppma_author":[474],"class_list":["post-19304","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-guide-content","tag-fundraising-strategy","tag-higher-education","tag-education","tag-advancement-tech","tag-education-ai","tag-education-tech"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Advancement Tech Best Practices - Heller Consulting<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/guides\/advancement-tech-best-practices\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Advancement Tech Best Practices\" \/>\n<meta property=\"og:description\" content=\"Education advancement leaders face significant challenges, some within and some without their organizations. 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