Institutional Advancement Strategy

Institutional advancement activities are key to building the institution’s brand, its connectivity with alumni and friends of the school, and its ability to invest in the future. Fundraising talent is one of the most notable gaps in the workforce, and colleges and universities are some of the largest consumers of it. Ensuring that resources are well-trained and deployed, processes run smoothly, and prospective donors are engaged and pulled through the pipeline will drive an institution’s ability to meet and exceed advancement goals.


Our work in this area includes:

  • Prospective Donor Market Research & Segmentation
  • Donor Propensity-to- Give Analysis & Strategy
  • Comprehensive Donor Engagement Plan
  • Operational and Strategic Review of Advancement & Development Functions
  • Campaign Preparation Services
    – Feasibility Study
    – Campaign Readiness Assessment
  • Interim Staffing for Development Services

Ecosystem connectivity

  • Strategic Planning & Financial Sustainability Services
  • Organizational and Operational Review & Design
  • Leveraging Technology & Tech Partners
  • Enrollment Strategy

Primary Customers

  • Institutional Advancement
  • Professional School Deans
  • President/Chancellor
  • Finance, Budgeting & Administration