Building an Effective President–CAO Partnership

As higher ed advancement leaders respond to heightened fundraising expectations, evolving donor priorities, and increased board scrutiny, misalignment at the top can slow momentum and limit impact. Presidents and chief advancement officers (CAOs) must operate as a unified leadership team, grounded in shared goals, clear roles, and mutual trust.

EAB's guide outlines the structures, behaviors, and conversations that define high-performing president-CAO partnerships. In this resource, you’ll find practical guidance to clarify expectations, strengthen communication, and align advancement strategy with institutional priorities. Download the full guide to discover five key steps for successful executive collaboration:

1. Establish a Shared Starting Point for Early Decisions
2. Align on Early Operating Rhythm and Governance
3. Calibrate Internal Strategic Expectations
4. Nail Down the Elevator Pitch Prior to Donor Interactions
5. Support Early Engagement with Key Donors and Prospects