Advancement Advisory

With decades of firsthand industry experience, Attain Partners brings Advancement experts to empower our clients to drive sustained institutional growth and innovation. We help bridge the gap between Advancement leadership, business strategy, and modern Advancement technology.

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Our Approach

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.

Advancement Advisory Services

Through a regular cadence of advisory sessions, we tailor our work to address your most pressing operational challenges. We’ve purposely designed our services to resemble an “expert-in-residence” model similar to executive coaching.

Areas of focus often include:

Transformation Readiness
& Infrastructure Audits
  • Assess operational systems, team structure, and workflows
  • Identify gaps in operational support and reporting
  • Deliver an Operational Readiness Report with prioritized recommendations
  • Evaluate and assess CRM readiness
Stakeholder Engagement
& Insight Synthesis
  • Conduct interviews with Advancement staff, leadership, and frontline fundraisers
  • Identify internal misalignments and systemic friction points
Process
Optimization
  • Map workflows (e.g., gift processing, stewardship, moves management)
  • Recommend efficiency improvements and technology enablement strategies
Team Enablement
& Performance Support
  • Comprehensive prospect development guidance, including prospect research and prospect management
  • Support portfolio analysis and fundraiser strategy alignment
  • Guide collaboration models and performance tracking using KPIs

Implementation Support

Advancement Operations Strategist

In a technology implementation delivery setting, Advancement Advisory provides strategic domain subject matter experts, partnering closely with project leaders to guide project decision-making. Drawing on our teams’ real-world experience leading some of the earliest successful Salesforce-based Advancement CRM implementations, we bring executive-level insight and practical expertise to every workstream.

Attain Partners’ ability to translate complex operational needs into scalable solutions makes us a trusted advisor throughout each project phase. In partnership with Attain Partners project team members, Advancement Advisory can:

Prepare your team and tools for transformation
Conduct operations and process audits
Support stakeholder interviews and discovery sessions specifically targeted for business alignment
Serve as a trusted advisor to senior project leads, leveraging deep experience
Collaborate on transformation planning and change management
Support operational implementation decision-making
Draft strategic roadmaps, marrying technology with organizational goals
Provide stabilization and adoption support

Chris Campbell, Principal and Advancement Advisory Lead

Chris partners with universities to transform their Advancement strategy and technology solutions, bringing nearly two decades of industry experience. As Attain Partners’ Advancement Advisory Lead, he works closely with institutions to drive growth, innovation, and sustainable fundraising success.

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Talk to an Expert

Ready to Attain more? Contact our team to find out how we can support your unique objectives.

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