2022 Practice Guide: Advancement Modernization Selection

Why Read This Research

Since 2020, the interest in advancement modernization has more than doubled. Defined differently across intuitions, most institutions agree that innovation around the engagement layer is key. This includes support for social and mobile, personalized communications, multichannel marketing, constituent self-service, online giving, and more. Highly influenced by an institution’s ECRM and data governance strategies, and although historically selected as a standalone application, new trends have emerged. As institutions look to retool their advancement organizations, this research can guide them. Read this report on advancement modernization which outlines the advancement technology landscape, practice trends, and recommendations.

Key Questions Answered

  • What pathways are institutions taking to advancement modernization?
  • How can advancement be categorized?
  • What types of functionalities can advancement CRMs offer?


  • Vendor in Focus: Affinaquest, Anthology, Blackbaud, Causeview, Ellucian, Technolutions, thankQ USA, UC Innovation
  • Software Category in Focus: Advancement Core
  • Authors: Mary Beth Cahill, Senior Analyst, Tambellini Group
  • Research Availability: April 2022

Table of Contents

  1. Executive Summary
  2. Practice Landscape
  3. Practice Trends
  4. Practice Recommendations

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