Gift Administration

Caltech
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The Problem

Due to immediate staffing needs, the Caltech Development and Institution Relations team required an expert resource with an extensive background in gift administration to lead a four person team.

To keep the focus on the objectives of the team, the interim staff needed to be familiar with Ellucian Advancement software, as well as be available full time- both onsite, and remote.

The Solution

Zuri Group provided best-in-class guidance for process improvements and worked with Caltech staff to keep their projects moving forward.

The Result

With Zuri’s help, the Caltech team was able to meet their objectives, improve on processes, and ensure progress and refined strategic information management protocols.

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