Fiscal Year End Tips for a Brave New World

This year seems a bit different for many in the advancement operations business around the U.S. Volume seems lower, as supported by this helpful if a bit depressing NonProfitTimes piece.  In addition, certain giving areas –athletics in higher education for instance–...

Is CDP the new CRM?

Have you heard the news? ‘CRM is a thing of the past. CDP is where it’s at these days.’ A CDP, or customer data platform, allows users to integrate data across multiple applications so that engagement details and strategies can be housed in, or at...

Technology+Data=Awesome Advancement Services

Have you seen Spectre, the newest 007 edition? It’s great fun. As with recent Bond films, technology and data play an increasingly important role in achieving success. Sound familiar? I had an “aha” moment during the film that the great and vital coupling of 007 and Q...