Thank you for visiting Attain Partners at aasp Summit 2025.
While you’re here, explore the latest thought leadership from our team, crafted specifically for research administrators and leaders:
Insights – In-depth analysis and solutions to elevate your institution’s strategy
Blog Posts – Insightful articles on the latest trends and best practices
Webinars – On-demand sessions with industry experts on key topics and challenges
Breakout 5I
Many higher education advancement and nonprofit organizations are transitioning from long-standing legacy platforms to modern, cloud-based CRMs. A critical element of successful CRM implementation is defining or redefining prospect management within these complex solutions, which is essential for effective deployment in your fundraising and engagement enterprise.
These new platforms offer incredible flexibility, often leaving institutions with questions about the best way to apply their prospect management philosophy given the myriad options available. However, these projects also provide a valuable opportunity to revisit and refine current processes.
In this session, experts who have successfully implemented robust prospect management functionality in modern CRM solutions at large organizations will share their firsthand experiences.
Associate Vice Chancellor for Advancement Services
NC State University
With over 20 years of hands-on leadership experience in Advancement and fundraising operations, Attain Partners offers a unique and valuable perspective that bridges strategy and execution.
With expertise in both frontline fundraising and Advancement operations, our areas of specialty include leading digital transformation initiatives, building and scaling operations teams, supporting institution-wide fundraising initiatives, and driving sustainable fundraising solutions.
Our strength lies in translating the inner workings of Advancement into scalable, actionable improvements—particularly in transformation readiness, infrastructure, and team performance.
Ready to Attain more? Contact our team to find out how we can support your unique objectives.
Keep Your Finger
on the Pulse!
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Keep Your Finger
on the Pulse!
Subscribe to our monthly email newsletter for expert content to solve your organization’s issues and advance your mission.
