Precision Partners • April 16 2024

Overcoming Staffing Challenges to Set Your Advancement CRM up for Success

Staffing challenges during your advancement Constituent Relationship Management (CRM) project is something every institution comes up against. This is because a CRM implementation project is often a 12–20-month engagement requiring staff to commit to the project’s efforts in addition to their “day jobs.”

Precision Partners • April 16 2024

Things to Consider for Managing CRM Upgrades

Implementing a Constituent Relationship Management (CRM) platform is a significant undertaking, but the work is not complete at Go Live. You may have reached implementation Go Live, but now you’re faced with CRM upgrades multiple times a year.

Precision Partners • April 16 2024

No CRM Current State Documentation? No Problem!

At the beginning of the Advancement Constituent Relationship Management (CRM) implementation, you’re likely looking at current state documentation. What if you still need to write down your current state processes?

Precision Partners • April 16 2024

Building a Center of Excellence for Business Analysis and Advancement

Building a center of excellence for business analysis modernizes your advancement programs and expands your fundraising initiatives—from programs such as peer-to-peer, corporate foundations, as well as, grateful patient fundraising.

Precision Partners • April 16 2024

Major Gifts Officers, To Enter or Not Enter Data?

Major Gifts Officer works with prospective donors to obtain funds and coordinate stewardship, among many other tasks. When it comes to data, there are often two schools of thought regarding the Major Gifts Officer’s role in data entry.

Precision Partners • April 16 2024

Institutional Change, the Impact of a Fresh Start

Fresh perspectives can be just what you need regarding institutional change. Speaking from personal experience, my son recently discovered how effective a fresh start can be. Graduating from high school in 2020 challenged my son during his transition to college. The challenges persuaded him to take a year off after high school because of all the starts and stops and online learning—he just wasn’t ready.

Precision Partners • April 16 2024

Snake Charming: Transforming CRM Project Pitfalls into Opportunities

My husband and I recently took a month-long trip to Curacao to escape the Chicago winter. We rented a beautiful villa where we could hear birds singing and feel the warm breeze—it was wonderful. But we noticed a small snake in the living room on the third day. I’m afraid of snakes and was ready to cut our trip short!

Red Cross • April 3 2024

How to Become a Nanny or Au Pair: First Aid and CPR Courses You Should Take

Being a nanny can be a rewarding and challenging experience. It involves caring for children, often in their homes while their parents are away. The responsibilities can range from feeding, bathing, and putting the children to bed to helping with homework and arranging playdates or other activities.

Precision Partners • February 12 2024

Implementing an Advancement CRM? Don’t Forget Risk Management

Having an emergency plan before the emergency occurs increases the success of your advancement Constituent Relationship Management (CRM) implementation. A successful risk management program helps you consider the full range of risks your advancement CRM implementation may face. Risk management also examines the relationship between different types of risks and the cascading impact they could have on your implementation and strategic goals.

Precision Partners • January 30 2024

A Concise Strategy for Maintaining CRM Procedure Documentation Post Go-Live

Constituent Relationship Management (CRM) Go-Live is both an end and a beginning. It culminates many months of preparation, data cleansing, system design and testing, and training. And once the system has successfully gone live and you’ve overcome initial challenges, the team still has vital roles to play.

Precision Partners • January 25 2024

Creating a Culture of Philanthropy Across the Institution

Institutions often struggle when it comes to advancement. But it is to be expected because it’s not their core business. Their core business is to educate students, conduct ground-breaking research, and contribute to the academic community. The same is true for healthcare organizations who may also struggle when it comes to advancement because their focus is on treating patients, discovering clinical breakthroughs, and researching.

Precision Partners • January 16 2024

Streamlining Advancement Gift Operations with Next Level Automation

Gift operations processing is the backbone of fundraising. However, many institutions have a hefty volume of manual gift entry that requires many staff hours and much personnel power. Increasing your gift volume but simultaneously taking on operational overhead is not a winning combination. Not to mention, this back-office element prevents growth and hinders institutional strategies to grow and expand programs—it would just become an albatross.

Precision Partners • January 9 2024

Strategies to Leverage the Power of Analytics in Fundraising

We are moving toward an increasingly data-driven world where leveraging analytics has become the fabric of business as well as building effective fundraising strategies. But the advancement industry still seems to lag and remain focused on traditional approaches.

Precision Partners • January 5 2024

Grateful Patient Fundraising Programs, Success and Compliance go Hand in Hand

A grateful patient program, sometimes called “Grateful Giving,” is a fundraising initiative that healthcare institutions use to cultivate relationships with patients whose lives have been positively affected by their providers and services. These fundraising programs allow patients to express their gratitude while simultaneously helping institutions.

Precision Partners • December 17 2023

Data Governance Committee, Best Practices for Your New Advancement CRM

In today’s data-driven world, organizations recognize the critical role of governance in managing and leveraging their data effectively. Effective data governance is essential to guarantee data quality, regulatory compliance, and enable better decision-making.

Precision Partners • December 5 2023

60 Day Window of Opportunity Driving Your Advancement CRM Adoption After Go Live

A lot of planning and energy happens during a Constituent Relationship Management (CRM) implementation, and when you cross the Go-Live mark, you may think your work is done—that’s far from the truth.

Independent School Management | Advancing School L • November 30 2023

Healthy Habits for Your Holiday Break

The holidays are busy, packed with festive meals, family commitments, and fun outings. This extra hustle and bustle can make it challenging to maintain healthy habits—but that doesn't mean it's impossible.

Independent School Management | Advancing School L • November 30 2023

Social Media Marketing for Private Schools: Tips to Consider During the Holidays

In December, some private schools consider taking a break from their social media posting strategy. But even though people are busy with travel, hosting families, and holiday activities, there is plenty of downtime. And many people spend some of that time online, visiting social media to stay connected.

Precision Partners • November 28 2023

Go Time, How to Establish an Effective Go-Live Command Center for Your CRM

Your Constituent Relationship Management (CRM) implementation is a big undertaking—one that takes many months of planning and work. As you head closer toward Go-Live, you might be anticipating an end of the to-dos. But reaching Go-Live is just the beginning and not the time to retreat.

Independent School Management | Advancing School L • October 26 2023

Schools Create Videos for Fundraising and Engagement Campaigns

Creating content to inspire donations is a challenging feat for private school fundraisers. Donors want to know their contributions make a difference—they need to see a tangible impact on the school where their children invest their time.

Independent School Management | Advancing School L • August 17 2023

Is Your School Ready for AI?

We have been paying close attention over this past year as Artificial Intelligence (AI) has moved into mainstream life. It seems clear that humanity is entering a new era of knowledge and a new age of work.

Interplay Learning • August 2 2023

Why Ramping Right Matters: How to Drive Value to Your Acquisition Through Training

Your skilled trades workers are the revenue generators of your company. Increasing revenue hinges on their performance, and that’s why training is essential.

Interplay Learning • July 25 2023

Technology as a Tool to Help Combat Teacher Burnout

Teachers bear the burden of criticism in the modern era of social media. They face challenges and pressures from administrators, parents, students, and the public. The post-pandemic world exacerbated these challenges while adding student mental and physical health as a concern.

Independent School Management | Advancing School L • July 14 2023

ISM CFO/COO Named a 2023 Philadelphia Titan

Independent School Management (ISM) is pleased to announce Chip Cresswell, CFO/COO, as a 2023 Philadelphia Titan 100. The Titan 100 program recognizes Philadelphia’s Top 100 CEO’s & C-level executives. They are the area’s most accomplished business leaders in their industry using criteria that includes demonstrating exceptional leadership, vision, and passion.