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Accelerate Giving With Intelligence and Automation

Move Prospects Forward

Use AI-generated insights to understand donor behavior and drive targeted actions that improve conversion and retention.

Empower Smarter Decisions

Monitor campaign performance with real-time dashboards and analytics powered by Microsoft Power BI.

Strengthen Donor Relationships

Personalize outreach with Microsoft Copilot and automate stewardship tasks to create meaningful, lasting connections.

  • University of Denver
  • Oregon State University
  • University of Idaho
  • Delta College
  • The University of Alabama at Birmingham

Increase Giving With Personalized Engagement

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of donors give again after personalized outreach

of higher ed leaders expect greater AI use in two years

cost to acquire a new donor rather than retaining a current one

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Grow Strong 
Relations

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Personalize Constituent Engagement

Strengthen engagement through personalized communications tailored to each individual’s interests, giving history, and preferences — ensuring every message feels timely, relevant, and meaningful.

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Free Up Staff Time

Simplify campaign management with automated email workflows, real-time engagement scoring, and performance analytics — so you can focus on strategy while driving stronger, data-informed donor connections.

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Track Fundraising Performance

Track and report on fundraising goals at every level—from individual donors to full campaigns — using real-time dashboards and analytics that give you the insights to optimize strategy and drive results.

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Fundraise From Anywhere

Reach your giving goals on the go with a mobile-friendly interface that provides a unified view of donor interactions — so you can stay connected, informed, and effective wherever you are.

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Reach Fundraising Goals Faster

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Easy Constituent Management

Store and manage all your constituent data in one centralized location.

Complete Event Management

Plan, manage, and track events in a secure portal.
 

Intuitive Online Giving

Allow donors to make a new gift or track their gift history online — from any device.

Insightful Data Modeling

Identify key opportunities to nail your fundraising goals today — and years down the line. 

Active Donor Engagement

Recognize donors with automatic follow-up communications and assignment to gift societies.

Full Pipeline Oversight

Increase reach and retention with analytics that share who, when, and how to best engage constituents.

CRM Advance
Transforms Fundraising

View All Customer Stories
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“We chose CRM Advance because we were looking for technology that was built today but had a future for tomorrow.”
 

Mark Koenig
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Chief Innovation Officer and Vice President, Technology, Oregon State University Foundation
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“In this campaign, we needed a comprehensive CRM to engage more constituents and give staff mobile access to real-time data. CRM Advance stood out for its integration, flexibility, and the confidence we had in our longstanding vendor relationship”

Cathey Barbee
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Assistant Vice Chancellor for Advancement Services
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 “The configurability and scalability of Ellucian CRM Advance meets all our needs and prepares us for a very good future.”

Jason Mayer
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Director of Advancement Information Services

Learn How to Best Engage Your Community, Whatever Their Needs

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