Experience the difference with Ellucian CRM Advance
Navigate through our self-guided tour by selecting one of the advancement priorities on the right.
Engage your community
Gain efficiencies
Increase fundraising outcomes
Use real-time insights and reporting
Engage your community
Gain efficiencies
Increase fundraising outcomes
Use real-time insights and reporting
Gain efficiencies
Gain efficiencies
Increase fundraising outcomes
Increase fundraising outcomes
Use real-time insights and reporting
Use real-time insights and reporting
Engage your community
Alumni
Prospects and donors
Corporations
Advancement operations and services
Prospect research and development
Portfolio management
Gain efficiencies
Engage your community
Engage your community
Increase fundraising outcomes
Increase fundraising outcomes
Use real-time insights and reporting
Use real-time insights and reporting
Alumni and donor relations
Volunteer management
Major and capital giving
Annual giving
Planned giving
Increase fundraising outcomes
Engage your community
Engage your community
Gain efficiencies
Gain efficiencies
Use real-time insights and reporting
Use real-time insights and reporting
Engage your community
Engage your community
Gain efficiencies
Gain efficiencies
Trends and patterns
Performance tracking
Prospect and stewardship reports
Use real-time insights and reporting
Increase fundraising outcomes
Increase fundraising outcomes
Build and grow a strong culture of philanthropy at
your institution with Ellucian CRM Advance, a robust cloud-based solution that lets you track and manage donors throughout the lifecycle.
By incorporating data-backed insights into your advancement strategies, you can enhance your fundraising efforts to reach institutional goals while cultivating and maintaining stronger relationships with your constituencies.
donor relationships with Ellucian CRM Advance. Witness the difference through our self-guided tour.
Transform how you cultivate, engage, and manage
Experience the difference with Ellucian CRM Advance Navigate through our self-guided tour by selecting one of the advancement priorities below.
Navigate through our self-guided tour by selecting one of the advancement priorities below.
Navigate through our self-guided tour by selecting one of the advancement priorities below.
Navigate through our self-guided tour by selecting one of the advancement priorities below.
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by easily assigning prospects to staff portfolios and guide fundraising activities using flexible and configurable moves management stages.
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by capturing memberships and premiums, and tracking event history to develop targeted, personalized communications.
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that engages donors with immediate gift recognition and confirmation.
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leveraging multi-channel activities triggered by calendar dates or actions and conditions.
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with engaging registration pages that allow for meal preferences, guest information, payments, and more.
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Engagement scoring
by setting and adjusting criteria and systematically scoring constituents based on their engagement.
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Home
Engage your community > Alumni
Inform campaign and fundraising activities
Power event success
Distribute personalized communications
Deliver a consumer-grade online giving experience
Recognize alumni
Efficiently lead your team
Continue the tour: Prospects and donors
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by using donor preferences and history to assign tasks to staff members and develop targeted, personalized communications.
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by automatically assigning donors to gift societies and capturing donor preferences and premiums.
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that engages donors with immediate gift recognition and confirmation.
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leveraging multi-channel activities triggered by calendar dates or actions and conditions.
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Power event success
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by setting and adjusting criteria and systematically scoring constituents based on their engagement.
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by easily assigning prospects to staff portfolios and guide fundraising activities using flexible and configurable moves management stages.
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Home
Home
Engage your community > Prospects and donors
Inform campaign and fundraising activities
with engaging registration pages that allow for meal preferences, guest information, payments, and more.
Distribute personalized communications
Deliver a consumer-grade online giving experience
Recognize donors
Steward donors
Efficiently lead your team
Continue the tour: Corporations
Continue the tour
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by easily assigning prospects to staff portfolios and guide fundraising activities and grants proposal processes using flexible and configurable stages.
3
by automatically assigning donors to gift societies, tracking donor giving preferences, and easily reviewing past interactions and current alerts to develop targeted, ongoing engagement plans.
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to organizations and employees such as reminders and notices related to employee gifts that have not yet been matched.
1
by understanding their corporate hierarchy and reviewing their giving information.
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Home
Home
Engage your community > Corporations
Initiate and develop your corporate relationships
Use corporate matching policies to generate targeted follow-up
Recognize and steward donors
Efficiently lead your team
Continue the tour: Advancement operations and services
Continue the tour
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by using donor preferences and history to assign tasks to staff members and develop targeted, personalized communications.
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by automatically assigning donors to gift societies and capturing donor preferences and premiums.
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leveraging multi-channel activities triggered by calendar dates or actions and conditions.
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allowing you to correctly award credit and recognize donors based on their preferences.
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that engages donors with immediate gift recognition and confirmation.
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constituent information and take advantage of rules behind the scenes to monitor changes, notify staff, and take additional actions in the system.
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Home
Home
Gain efficiencies > Advancement operations and services
Easily view and update
Deliver a consumer-grade online giving experience
Easily record gifts guided by configurable rules, defaults, and links to detailed donor information,
Distribute personalized communications
Recognize donors
Steward donors
Continue the tour: Prospect research and development
Continue the tour
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from persona-based dashboards and views, including intuitive tools that enable users to rapidly develop and configure personalized reports.
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to team members and guide them through steps and components using flexible and configurable rules-based processes.
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by easily mining data to uncover unassigned, highly engaged prospects, assign them to staff for follow-up, and track progress.
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Home
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Gain efficiencies > Prospect research and development
Efficiently lead your team
Assign research tasks
Use real-time insights
Continue the tour: Portfolio management
Continue the tour
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from persona-based dashboards and views, including intuitive tools that enable users to rapidly develop and configure personalized reports.
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through hierarchy and pyramid views and track progress towards individual and team goals as well as alerts to changes in the system.
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including matching gifts, and process ecommerce transactions in real-time through open source code APIs.
2
using constituent and organizational data, allowing for easy prospect segmentation and pipeline development.
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by easily mining data to uncover unassigned, highly engaged prospects, assign them to staff for follow-up, and track progress.
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Home
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Gain efficiencies > Portfolio management
Efficiently lead your team
Gain a comprehensive view of your community
Seamlessly capture and view detailed contribution information,
Access immediate campaign insight
Use real-time insights
Continue the tour: Alumni and donor relations
Continue the tour
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amounts awarded, and information on recipients as you prepare for meetings with donors.
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from persona-based dashboards and views, including intuitive tools that enable users to rapidly develop and configure personalized reports.
2
including matching gifts, and process ecommerce transactions in real-time through open source code APIs.
1
using constituent and organizational data, allowing for easy prospect segmentation and pipeline development.
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Home
Home
Gain efficiencies > Alumni and donor relations
Gain a comprehensive view of your community
Seamlessly capture and view detailed contribution information,
Use real-time insights
Review progress towards goals,
Continue the tour: Volunteer management
Continue the tour
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via Self-Service and allow them to see assigned goals, progress, and donor information, as well as file contact reports.
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track progress towards goals, and rank their levels of proficiency.
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Gain efficiencies > Volunteer management
Assign constituents to volunteers,
Interact with your volunteers
Continue the tour: Major and capital giving
Continue the tour
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by easily defining prospect proposals, managing configurations and tracking progress and deadlines using automated notifications and reminders.
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from persona-based dashboards and views, including intuitive tools that enable users to rapidly develop and configure personalized reports.
3
through hierarchy and pyramid views and track progress towards individual, team, and overall organizational goals.
2
by easily assigning prospects to staff portfolios and guide fundraising activities using flexible and configurable moves management stages.
1
with an intuitive, mobile-first interface that can access and update constituent information and document engagement actions in real-time.
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Home
Home
Increase fundraising outcomes > Major and capital giving
Enable and support fundraising activities
Efficiently lead your team
Access immediate campaign insight
Use real-time insights
Deliver effective proposal oversight
Continue the tour: Annual giving
Continue the tour
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by easily defining prospect proposals, managing configurations and tracking progress and deadlines using automated notifications and reminders.
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4
from persona-based dashboards and views, including intuitive tools that enable users to rapidly develop and configure personalized reports.
3
through hierarchy and pyramid views and track progress towards individual and team goals.
2
by easily assigning prospects to staff portfolios and guide fundraising activities using flexible and configurable moves management stages.
1
with an intuitive, mobile-first interface that can access and update constituent information and document engagement actions in real-time.
BACK
Home
Home
Increase fundraising outcomes > Annual giving
Enable and support fundraising activities
Efficiently lead your team
Access immediate campaign insight
Use real-time insights
Deliver effective proposal oversight
Continue the tour: Planned giving
Continue the tour
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by automatically assigning donors to gift societies and capturing donor preferences and premiums.
2
by easily defining prospect proposals, managing configurations and tracking progress and deadlines using automated notifications and reminders.
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by capturing and documenting planned gift intentions.
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Increase fundraising outcomes > Planned giving
by using donor preferences and history to assign tasks to staff members and develop targeted, personalized communications.
Honor estate directives and donor wishes
Deliver effective proposal oversight
Recognize donors
Steward donors
Continue the tour: Trends and patterns
Continue the tour
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by different segments, such as constituent type, to inform development activities.
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in your donor pool and identify action areas.
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Use real-time insights and reporting > Trends and patterns
Use analytics to reveal trends
Quickly and easily analyze giving and giving patterns
Continue the tour: Performance tracking
Continue the tour
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to track effectiveness by individuals and teams.
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and your progress by initiative as you work towards your institutional objectives for your campaign.
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determine effectiveness and plan future strategy.
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track progress to goals and determine areas which may need additional attention.
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Use real-time insights and reporting > Performance tracking
Easily segment institutional giving by fund,
Readily view the results of appeals,
Monitor your goals versus actuals
Set and monitor goals for staff members
Continue the tour: Prospect and stewardship reports
Continue the tour
using various formats and templates.
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Use real-time insights and reporting > Prospect and stewardship reports
Provide your fundraisers and board members with the information they need
Contact us
Contact us
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by providing them with detailed information and updates about the use of their donations in various formats conforming to donor preferences.
Continually engage your donors
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Continue the tour: Portfolio management
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that are personalized for each constituent and the specifics of their agreement.
Rapidly create institutional templates for proposals
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Contact us
Contact us
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by providing them with detailed information and updates about the use of their donations in various formats conforming to donor preferences.
Continually engage your donors
NEXT
Continue the tour
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that are personalized for each constituent and the specifics of their agreement.
Rapidly create institutional templates for proposals
1
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