Our Services

Every organization is different. AdvancementEDU provides customized solutions to meet your organization’s unique opportunities and challenges. Before offering recommendations, AdvancementEDU invests time listening to understand your organization’s differential advantages. Then, we will create a strategy to maximize your organization’s strengths. The services listed below are broad representations of the solutions we offer.

Advancement Assessment

Successful fundraising operations have the following elements in place: Strong Leadership, Clear and Consistent Communication, Defined Institutional Giving Priorities, and Proven Advancement Operations and Systems. Through interviews and a thorough review of fundraising data, AdvancementEDU assesses your organization’s advancement operations and provides customized, innovative and practical recommendations designed to generate revenue.

Advancement Assessment Implementation Support

In cases where an organization does not have adequate bandwidth and/or expertise, AdvancementEDU provides ongoing and customizable support to implement recommendations from an advancement assessment.

Coaching and Training for Heads of School, Presidents, and CDOs

Successful major gift fundraising requires a team of knowledgeable and committed individuals. AdvancementEDU provides customized training for a variety of constituent groups to capitalize on future fundraising opportunities.

Fundraising Campaign Feasibility Study

A feasibility study is a proven tool used to determine an organization’s campaign readiness. AdvancementEDU conducts these studies to evaluate your organization’s likelihood for success with a fundraising campaign.

Fundraising Campaign Counsel

Once an organization determines that it is ready to pursue a fundraising campaign, it may need an external advisor to provide guidance and support. AdvancementEDU provides partnerships to support an organization through the ups and downs of a fundraising campaign.

Board Education and Inspiration

Having buy-in, involvement, and leadership from the Board is essential for fundraising success. AdvancementEDU educates and inspires the Board to lead the way.

Annual Giving Strategy and Support

Colleges and independent schools rely on robust annual giving programs to fund operations, engage donors, and build a sustainable pipeline for major and planned gifts. Our extensive experience in annual fundraising will help your institution design and implement smart, scalable strategies that produce immediate results and long-term impact.

CRM Management

Maintaining robust CRM systems to manage your donors is a must for fundraising success. We can help your institution implement best practices related to your CRM, ensuring adherence to legal and industry standards, while optimizing donor data for personalized engagement and streamlined reporting.

Major Gift Portfolio Development

Cultivating major gifts is a cornerstone of transformative fundraising. Our firm specializes in helping you build and manage high-impact major gift portfolios, strategically identifying and prioritizing prospects with the capacity and inclination to give significantly.

Prospect Research Services

Our clients often do not have the time nor tools to conduct prospect research. Effective prospect research is the foundation of successful fundraising, uncovering opportunities to connect with donors who share your mission. Our firm’s extensive experience in prospect research can help your institution identify high-potential donors by analyzing the data points you already have.