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Advancement

All postsGoing paperlessDocument managementGovernanceWorks with your stackAdvancement
Grant agreements are gift agreements' stricter cousin
Advancement

Grant agreements are gift agreements' stricter cousin

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Before the ask: assembling a donor's full paper history in minutes
Advancement

Before the ask: assembling a donor's full paper history in minutes

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Endowment agreement reporting: keeping forty funds' promises straight
AdvancementGovernance

Endowment agreement reporting: keeping forty funds' promises straight

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How advancement services can run donor file audits without a summer of temp staff
Advancement

How advancement services can run donor file audits without a summer of temp staff

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Pledge reminders that don't feel like collections calls
Advancement

Pledge reminders that don't feel like collections calls

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The stewardship handoff: a checklist for when a gift officer leaves
Advancement

The stewardship handoff: a checklist for when a gift officer leaves

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Naming rights have terms. Can you find yours?
Advancement

Naming rights have terms. Can you find yours?

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Gift agreement amendments: how to change the deal without losing the history
Advancement

Gift agreement amendments: how to change the deal without losing the history

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What belongs in a gift agreement file (and what usually goes missing)
Advancement

What belongs in a gift agreement file (and what usually goes missing)

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The obligations you promised, and how to actually keep them
AdvancementGovernance

The obligations you promised, and how to actually keep them

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What forty years of paper is actually costing you
Advancement

What forty years of paper is actually costing you

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When your gift officer retires, where does the memory go?
Advancement

When your gift officer retires, where does the memory go?

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PaperlessZen™

A document management system that reads, files, and remembers. We turn decades of paper into a searchable system of record for contracts, grant agreements, and governance records.

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