Today's Advancement Landscape

Today's advancement offices face unprecedented complexity, with rapidly evolving donor expectations and digital transformation reshaping engagement strategies. The challenge lies not just in strategy, but in practical implementation - navigating technical integrations, maximizing resources, and transforming data into actionable insights. Our combination of seasoned consulting expertise and innovative technology helps institutions build sustainable, forward-thinking advancement operations.

Real-World Experience

Our approach draws from extensive hands-on experience leading successful advancement operations.

Strategic Leadership Team

Senior advancement leaders who've led successful campaigns
Practitioners who understand institutional dynamics
Focus on practical, implementable solutions
Nationally recognized for innovative approaches

Enhanced by Technology

Our strategic counsel is complemented by our Inbox-Based AI communication platform that makes implementation more effective:

Seamless Communication Solution

Works within existing email systems - no new software to learn
Enables all institutional stakeholders to participate in outreach
Supports communication in multiple languages (including Spanish) for broader donor engagement
Makes personalized outreach scalable while maintaining authenticity

How Inbox-Based AI Works

Our system connects to your CRM to access relevant data
AI crafts hyper-personalized message drafts using this information
Users receive emails identifying high-priority contacts with ready-to-send draft messages
After sending one message, the next highest-priority contact draft is automatically queued

All interaction happens through your regular email platform (Gmail/Outlook), requiring no new systems to learn.

Demonstrated Impact

Our consulting team has guided transformational campaigns at leading institutions, including what became the largest liberal arts college campaign in U.S. history, surpassing $1 billion. At the same institution, our communication platform later enabled coaches and advancement staff to enhance their donor engagement efforts and increase pipeline velocity through timely, coordinated outreach, demonstrating how strategic technology can amplify personal outreach.

Associate Vice President Institutional Advancement, Top 20 Liberal Arts Institution - Los Angeles

“Our experience with Oblio has opened our eyes to many new possibilities for productive outreach with our alumni and parent communities. The personalization of the presentation is helping us break through the email clutter in inboxes, and leading to more dialogue between the College and our community.”