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–...
Read moreIs 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...
Read moreTechnology+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...
Read more3 Glimpses at New Advancement Technology Survey Data
EverTrue and Zuri Group partnered this fall to conduct a survey of advancement professionals to understand current sentiment about the advancement technology landscape. It’s a big study, with dozens of questions and hundreds of respondents. We are just getting started...
Read moreSubtle Clues to Leverage for Gift Administration
On the surface, JP Morgan’s new $10,000,000 cap for accounts in their private banking area seems like an issue only for the 1%, but philanthropy, of course, is affected substantially by this group. So, their banking issues are our philanthropy issues. And, this...
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