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.

Located 25 miles north of Boston, Massachusetts, Gordon College is one of the top Christian liberal arts colleges in the United States. As a private college, it is essential to foster and maintain long-term relationships with their students after they graduate and transition into alumni and supporters. As the development team started considering strategies that would help nurture and grow those relationships, it became apparent that more advanced strategies would require additional investment in system capability. They decided to work with Heller to develop a solution that would expand their fundraising and major gifts management capability.

Download the case study below to find out how Gordon College and Heller worked together to build an effective solution that serves their current needs and provides an extendable foundation for future efforts.

 

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Click here for more information on how Heller works with Higher Education institutions to improve advancement and major giving initiatives.

About the author

Team Heller

Heller Consulting has been helping nonprofits establish and improve their communications, fundraising and mission management systems for 18 years. Our distinctive methodology comes from our hands-on experience with the technology AND strategies utilized by today’s successful nonprofits to build rewarding constituent relationships.

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