2023 Practice Guide: Advancement CRM

Client-Only Research

Why Read This Research

As advancement offices experience pressure to increase endowments and fundraising goals, many are faced with retooling from aging legacy platforms to modern advancement CRM platforms. Read this practice guide to explore the 2023 higher education advancement landscape, modernization options, available solutions, and practice recommendations. This research draws from Tambellini’s conversations with close to 100 institutions and the company’s work in advancement assessments, selections, and evaluations.

Key Questions Answered

  • What capabilities do modern advancement CRMs offer?
  • What pathways are institutions taking to advancement modernization?
  • What recommendations can assist institutions when considering a new advancement CRM system?


  • Vendor in Focus: Affinaquest, Anthology, Blackbaud, Ellucian, Technolutions, UC Innovation
  • Software Category in Focus: Advancement Core, Advancement CRM, Online Giving
  • Authors: Mary Beth Cahill, Senior Analyst, Tambellini Group
  • Research Availability: August 2023

Table of Contents

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

Client-Only Research

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