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All posts Advancement Governance Going paperless Document management Works with your stack

Three automations every advancement office should run first

When people hear "automation," they picture something elaborate: complex rules, a consultant, a project. So they either avoid it entirely or overbuild it. The truth is that most of the value comes fro

Works with your stack

Two-way sync without two sources of truth

The moment you connect two systems, you invite a new problem: when they disagree, which one is right? A donor's name is updated in the CRM but not in the document system. A record is merged in one and

Works with your stack

Documents belong on the constituent record, not in a folder named "Scans 2019"

Somewhere on your shared drive is a folder called "Scans 2019," or something like it. Inside are hundreds of documents that were important enough to scan and not organized enough to find. The folder i

Works with your stack

Your CRM is the system of engagement. What's your system of record?

Ask an advancement shop where their donor information lives and they will point to the CRM without hesitation. Ask where the signed gift agreements live, and the confidence evaporates. A drive, probab