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Research Report

Planned Giving Advisory Councils

This report examines how smaller public institutions establish planned giving advisory councils. The research provides information on how institutions effectively employ those councils’ guidance and recruit members.
Research Report

Trustee Recruitment and Engagement at Small, Private Liberal Arts Colleges

This brief profiles strategies to identify, recruit, and onboard trustees with institutional affinity and giving capacity. This brief also profiles strategies to communicate expectations for financial contributions and maintain trustee…
Advancement Advisory Services

Elevating Inclusion

Best-practice advancement divisions strive to understand and adapt to the needs of a changing alumni body. Our work will explore three new breakthrough strategies:Conducting a Diverse Volunteer Gap Analysis, Recalibrating…