Category Archives: Advancement Services

The Three Legged Stool with Proper Leadership

In a post last year, I shared the metaphor that a system is like a three-legged stool. Working with a number of clients over the years, I noted that concept did not show the whole picture; it missed the idea … Continue reading

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Which is More Important – the Individual or the Household?

An interesting focus of different systems is whether the Individual or the Household is more important.  Generally in Advancement Systems for Colleges and Universities, the vendor systems focus on the Individual and their involvement with the school, both before graduation … Continue reading

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A B C’s of Development Data Maintenance

There are several objectives that institutions have (or should have) for capturing and maintaining their Development data. These include: Capturing All the data, Accurately – that is, making sure that when you get a change of address, you follow-up to confirm why … Continue reading

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What is the Purpose of your System? It should be a Tool, Not a Task!

What is the purpose of your Advancement system? Is the focus of your system ONLY to provide information to your Director or Vice President? Or get the receipts out to the donors? Or does it ALSO help you with your day-to-day … Continue reading

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Quick? Cheap? Good? – Pick Two!

It’s your choice. You can have a system installed quickly and cheaply, but if you do it won’t likely be good. OR, you can get a GREAT system and try to install it quickly, but it certainly won’t be cheap. … Continue reading

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Core Technology Competencies

The idea of “Core Technology Competencies” is to identify a baseline of competencies for individual areas within the Advancement Department. Personnel at all levels should have a basic skill level to help them more effectively perform their job. We must … Continue reading

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“My System is like the Roach Motel of Data”

I had a prospect tell me this once. He explained that in his Advancement System “the data goes in and never comes out again.” (Apologies to Black Flag, but that’s how my soon-to-be-client described his system.) I’ve told this story … Continue reading

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A Context for Advancement Systems – The Three Legged Stool

Over the years I have suggested an analogy (metaphor?, simile?, you tell me, I’m not an English major) that a System is like a Three Legged Stool. While many people think of hardware and software as “the system,” I would … Continue reading

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Pareto Principle applied to Fundraising (and Systems)

I think we’ve all heard of the Pareto Principle. It’s also known as the 80-20 Rule. In the early 1900’s, an Italian economist, Vilfredo Pareto, observed that in Italy roughly 20% of the population owned 80% of the land. Similarly, … Continue reading

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R I Arlington Advancement Services Blog

I’m trying out blogging software via WordPress to get this ball rolling. This blog will be about systems for Development Offices and Nonprofit Organizations. (Who would have thought? That’s what my business is about and I’ve been doing this for … Continue reading

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