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Advancement and Alumni Relations
Advance the mission of the entire institution with an innovative and connected advancement CRM. Engage alumni, streamline fundraising and optimise operations to drive an institution-wide strategy. Meet the goals of your institution and communities with trusted AI and intelligence.


Deepen engagement and exceed fundraising goals with advancement CRM powered by AI.
Foster deeper donor and alumni relationships through personalisation, increase fundraising productivity with comprehensive data and streamline operations with intelligent reporting.
Foster deeper donor and alumni relationships.
Leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programmes, match participants and manage schedules and interactions within the portal.

Powered by Data Cloud, Alumni Engagement Insights enable alumni relations teams to easily visualise key metrics by activity, summarise the engagement with actionable next steps and configure the data models to provide alumni teams with the most useful data points.

Foster connections among alumni and across class years and interests to build lifelong relationships. Use standardised templates to create and maintain a consistent look and feel through all interactions within the institution. Build a unified portal for multiple user types like an alumna that is also a returning student or donor.




Drive fundraising productivity.
Leverage in-depth biographical, demographic and relational data to craft effective fundraising campaigns. Launch campaigns quickly to encourage families, donors and alumni to get involved and give back. Drive success with customisable dashboards to track your key fundraising metrics.

Easily track the movement and management of donors and volunteers and monitor ownership transitions between internal teams.

Record gifts and designate funds with support for third-party payments in single and batch entries.




Streamline operations.
Adjust amounts, dates and pledge and gift schedules. Stay updated with insights and track your incoming pledges.

Bridge advancement transactions with finance for accurate and efficient financial management.



Extend your advancement and alumni relations solutions with these related products.

Build the perfect advancement CRM solution with our help.
Get in touch today and our education experts will help you:
- Choose the right advancement solution
- Build a tailored plan to help you to get up and running fast
- Connect with use cases from trailblazing institutions
The dynamic stack of tools that is the holistic Salesforce ecosystem lets you meet your needs faster and therefore meet the needs of your donors faster.
Chris SpeierVice President and Chief Data Officer, Texas A&M Foundation
Hit the ground running with advancement and alumni relations tips, tricks and best practices.
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Advancement and Alumni Relations FAQs
Advancement software enables institutions to manage relationships and improve university fundraising at scale. It is critical to drive fundraising, build affinity and engagement among alumni.
Advancement software helps advance the mission of the entire institution and transform student lives. By deepening engagement and gathering constituent information, advancement offices benefit from streamlined fundraising and optimised operations.
The best higher ed marketing software enables institutions to maintain a unified view of every constituent and harness the power of AI, so they can personalise engagement and build lifelong relationships across any channel.
Salesforce can help teams leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programmes, match participants and manage schedules and interactions within the portal.