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

I started working with nonprofit organizations almost 20 years ago helping individuals working to exit homelessness in Chicago. My next challenge was in City Year’s Boston headquarters rolling out The Raiser’s Edge to fifteen chapters around the country. I knew from the beginning that working with nonprofits was the right choice for me.

In 2004, I found a long-term home at Heller allowing me to work with hundreds of organizations–including schools, colleges, human service organizations, and many more. I consulted on business process, built custom technical solutions, and developed effective growth strategies for a wide range of clients over the next 9 years.

In 2013 I took on the role of Operations Manager at Jackson River, learning more about how digital marketing is an essential component in a complete engagement and advancement strategy. The following year I took on a new challenge at the University of Wisconsin Foundation, where I managed a team of seventeen people responsible for core data processing as we implemented a new CRM system, GL software, digital marketing system, and campus portal. The depth and complexity of this role allowed me to apply and extend my experience with the challenges faced by the higher education community and I’m thrilled to bring that experience back to my current role.

Outside of Heller, I enjoy writing, spending time on Wisconsin’s Lake Mendota with my husband, and spoiling my two dozen nieces and nephews. I have a Bachelor’s 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.

 

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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