How the advancement team at Williams College, led by Mike Reopell, is moving from the "all-in-one" to "best-in-class" model for donor relationship management.

1. The Digital Advancement
Office Of The Future
How Williams College Is Moving From the
“All-in-One” to “Best-in-Class” Model

2. Hi, I’m Brent Grinna.
I’m the CEO and Founder of EverTrue.
@brentgrinna
brent.grinna@evertrue.com

3. This Is Mike Reopell.
He’s the Director of Advancement
Information Systems at Williams College,
one of country’s leading liberal arts colleges.

4. We’re here to talk about the digital
advancement office of the future and
how we’re partnering with Mike and his
team at Williams to achieve this vision.

5. But before we get to advancement...
Think about how technology has
transformed your daily life.

6. Transportation 1.0 Transportation 2.0
Hail a cab.
Request a personal
chauffeur and get
real-time tracking.

7. Real Estate 1.0 Real Estate 2.0
Rely on a
broker to find
out what’s on
the market..
Find a
home that
meets your
criteria in
just a few
clicks.

8. I even get updates
from my son’s
daycare sent straight
to my phone!

9. The expectations of donors, volunteers,
staff, and leadership have changed.

10. But sometimes
it feels like
advancement is
stuck in the past...

11. Williams has historically taken the
all-in-one approach...
…using monolithic systems to send
emails, build online communities, track
contact reports, accept gifts, and
manage core fundraising operations.

12. But as best-in-class solutions
emerge for everything from event
management to major gift trip
planning, Mike has realized that
the all-in-one model is no longer
the best way to serve donors,
volunteers, staff, and leadership.

13. There’s no reason why you shouldn’t
be able to accept gifts, send emails,
or create events with the best-in-class
platforms your constituents prefer...

14. …and then track all of that
data in an integrated platform
to uncover the full story
behind each constituent.

15. That’s why Mike
and his team
are building a
digital
advancement
office.

16. So what does this all look
like in action for Williams?

17. Dynamic integrations with LinkedIn
are replacing one-off data appends.

18. Social media platforms are replacing
closed networks for online engagement.

19. Intuitive platforms
like Eventbrite are
replacing clunky
event systems.

20. Smart email
marketing platforms
like Emma are
replacing inflexible
email programs.

21. Modern donation processors like
Stripe are replacing legacy
payment gateways.

22. Volunteer management apps for iOS
and Android are replacing
spreadsheets.

23. Gift officer trip
itineraries are
powered by
Google Maps
instead of static
Word docs.

24. Contact reports are
captured by Siri instead of
being emailed to assistants.

25. And all of those activities
are packaged into
management dashboards
for leaders and trustees.

26. It’s finally possible to integrate all of
these best-in-class solutions so that the
information is accessible—and
actionable—for everyone on the team.
No more silos.

27. Alumni relations staff can track
engagement (and score it) across
multiple channels in real time.

28. Annual fund staff can deliver
appeals tailored to donor interests
and radically streamline the online
giving experience.

29. Prospect researchers have shifted
from manually pulling lists to
automatically delivering insights to
frontline fundraisers.

30. Gift officers are spending less time at
their desks doing cold outreach and
more time in the field with highly
engaged prospects.

31. And advancement leadership has
access to powerful insights about how
their teams are performing.

32. Instant access, wherever you are.
Mobile first.
Social insights.
Best in class.
The digital advancement
office of the future.

33. Except it’s no longer in the future.
It’s now.

34. And the best part? You don’t have to
spend several years doing a database
conversion to get there.

35. Increased engagement.
Better annual giving conversion.
Rapid prospect discovery.
Streamlined moves management.
Clear ROI.

36. Join us on this journey as we
work with Williams College and
300+ other EverTrue partners who
believe in the digital advancement
office of the future.

37. Learn more about how EverTrue can help
your advancement team engage alumni, build
your donor pipeline, and see more prospects
– efficiently, intelligently, and collaboratively.