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Register now![An alumni profile with personal details, life events timeline, action launcher search bar, and an employment chart.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-Marquee-Marquee-Image-Version-3-1.png?w=1024)
Advancement and Alumni Relations
Advance the mission of the entire institution with an innovative and connected advancement CRM. Engage alumni, streamline fundraising, and optimize operations to drive an institution-wide strategy. Meet the goals of your institution and communities with trusted AI and intelligence.
![](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education_Advancement-Alumni_Marquee_Background_Version-1.png?w=1024)
![](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education_Advancement-Alumni_Marquee_Background_Version-1.png?w=1024)
Deepen engagement and exceed fundraising goals with advancement CRM powered by AI.
Foster deeper donor and alumni relationships through personalization, 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 programs, match participants, and manage schedules and interactions within the portal.
![A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-A-Feature-1-Version-4-1.png?w=1024)
Powered by Data Cloud, Alumni Engagement Insights enable alumni relations teams to easily visualize key metrics by activity, summarize the engagement with actionable next steps and configure the data models to provide alumni teams with the most useful data points.
![An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-ProductFeatures-Product-Capability-A-Feature2-Version2.png?w=1024)
Foster connections among alumni and across class years and interests to build lifelong relationships. Use standardized 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.
![A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education_Advancement-and-Alumni-Relations_Product-Features-Product-Capability-A-Feature-3_Version-2.png?w=1024)
![A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-A-Feature-1-Version-4-1.png?w=1024)
![An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-ProductFeatures-Product-Capability-A-Feature2-Version2.png?w=1024)
![A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education_Advancement-and-Alumni-Relations_Product-Features-Product-Capability-A-Feature-3_Version-2.png?w=1024)
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 customizable dashboards to track your key fundraising metrics.
![Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-Product-Features-Product-Capability-B-Feature-1-Version1.png?w=1024)
Easily track the movement and management of donors and volunteers, and monitor ownership transitions between internal teams.
![A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-B-Feature-2-Version-4.png?w=1024)
Record gifts and designate funds with support for third-party payments in single and batch entries.
![A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-B-Feature-3-Version-3.png?w=1024)
![Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-Product-Features-Product-Capability-B-Feature-1-Version1.png?w=1024)
![A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-B-Feature-2-Version-4.png?w=1024)
![A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-B-Feature-3-Version-3.png?w=1024)
Streamline operations.
Adjust amounts, dates, and pledge and gift schedules. Stay updated with insights and track your incoming pledges.
![A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-ProductFeatures-Product-Capability-C-Feature-1-Version2.png?w=1024)
Bridge advancement transactions with finance for accurate and efficient financial management.
![A portal with details on account name, close dates, donation amount, ledger entries, and payments.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-C-Feature-2-Version-3.png?w=1024)
![A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-and-Alumni-Relations-ProductFeatures-Product-Capability-C-Feature-1-Version2.png?w=1024)
![A portal with details on account name, close dates, donation amount, ledger entries, and payments.](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education-Advancement-Alumni-Relations-Product-Features-Product-Capability-C-Feature-2-Version-3.png?w=1024)
Extend your advancement and alumni relations solutions with these related products.
Education Cloud
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Einstein AI
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Marketing Cloud
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Tableau
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MuleSoft
Integrate all your data, systems, or AI models to transform your institution and drive lifelong value.
Data Cloud
Connect, harmonize, and activate data from any system into a complete view of every constituent.
Slack
Bring students, faculty, and staff together to collaborate and engage from anywhere.
![](https://wp.sfdcdigital.com/en-us/wp-content/uploads/sites/4/2024/04/Education_Advancement-and-Alumni-Relations_Product-Promotion-How-to-Buy_Version-3.png?w=1024)
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 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
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Advancement and Alumni Relations FAQ
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 optimized 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 personalize engagement and build lifelong relationships across any channel.
Salesforce can help teams leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programs, match participants, and manage schedules and interactions within the portal.