Archive - April 2017

1
Change Management as a Client and a Consultant
2
How to Help Major Gifts Officers Succeed
3
Sandi Reinardy
4
Case Study: Using Salesforce for Advancement in Higher Ed
5
We’re speaking at the 5th Annual Higher Ed Summit
6
Preparing for Changes at Make-A-Wish®

Change Management as a Client and a Consultant

Change-management-client-consultant

I remember hearing often growing up that “Change is the only constant in Life” (Heraclitus). I also remember years ago when my mother said to me “For someone who claims to hate change, you sure seem to embrace it”. More than I was aware at the time, she was totally right. Since then I’ve found that embracing and planning for change is the best way to face it, and I actually do enjoy it. This has worked out well for me since a large component of the work I do is helping organizations manage change during technology transitions. Often overlooked or considered “not essential,” planning effectively for change can often make or break a technology transition initiative. (Read more on change management here)

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How to Help Major Gifts Officers Succeed

help major gifts officers succeed

It was six years ago but I remember it like it was last week. A colleague told me that organizations should use Salesforce to manage major gift fundraising, even if they weren’t going to replace their primary advancement system. I laughed, and then listed off the reasons I completely disagreed. At the time, it was simple:

  • Fundraisers need access to a full set of data
  • Data integration and reports are difficult and expensive
  • If major gift officers would take the time to put in their data, they’d have what they need

I won’t go so far as to say that I was wrong then, but a lot has changed in six years. The time is right to rethink the way we picture our advancement systems.

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Sandi Reinardy

Sandi Reinardy
Account Executive – Higher Education

Sandi’s nonprofit experience goes back almost 20 years to her first role helping individuals working to exit homelessness. This experience sparked her passion for nonprofits and she’s been in many organizations since. She came to Heller in 2004 and has guided business processes and solutions for hundreds of organizations focused on education, human service, cause and cure, and more. She has experience that spans from core CRM strategy and technology solutions into digital engagement and advancement strategies. Sandi earned a bachelor’s degree in Sociology from Loyola University Chicago, a master’s in Journalism from Boston University, and a Master of Fine Arts in Fiction Writing from the University of California Riverside. In her spare time, Sandi enjoys writing, spending time on Wisconsin’s Lake Mendota with her husband, and spoiling her two dozen nieces and nephews.

Case Study: Using Salesforce for Advancement in Higher Ed

Heller-Case-Study-Salesforce-Advancement

Philanthropy is an increasingly critical source of funds for colleges and universities, and advancement and major giving programs require a different set of tools than annual campaigns and online giving appeals. Because individual relationship building is key to securing major gifts, empowering major gift officers to do what they do best is essential. The most successful advancement offices leverage technology where it makes sense: to identify the best prospects, easily manage their day to day work and collaborate with all members of the team who participate in the fundraising process. Our recent project with Gordon College is an excellent example of how colleges can take advantage of advanced technology to help their team to succeed.

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We’re speaking at the 5th Annual Higher Ed Summit

Higher-Ed-Summit-Salesforce-Austin

Heller Consulting is pleased to announce that we will be speaking at the 5th Annual Higher Ed Summit this month in Austin, Texas. This conference brings together leading colleges, universities, and industry experts to share effective technology strategies that bring measurable success.

Sign up to receive our presentation and resources from the conference below.

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Preparing for Changes at Make-A-Wish®

Change-Management-tips-MAWA

As I sat in the lobby waiting to meet our client for the first time, I read through some of the brochures on the coffee table.  There was also a photo album that told their origin story.  After thumbing through it, I had to quickly wipe my tears before I walked in to our first meeting.  I’ll never forget that first visit at Make-A-Wish America, and the many visits after. I quickly learned that from local chapters to the national headquarters, everyone is truly passionate for the work they do.  They have to be. There’s a lot of work, logistics, and uncertainties the team has to deal with when granting one wish to a child. In fact, that is how we started working together. They felt their processes had too many steps, too much paperwork, and took too long to grant a wish. They wanted to be more efficient so they could grant more wishes to more children, and asked us if we could help.

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