Advancement Consulting Services 

Strategic Thinking. Meaningful Partnership. Lasting Impact.

Our Services Include

We partner with colleges, universities, and foundations to design and implement engagement strategies that drive results. From
one-time assessments to embedded leadership support, our services help advancement teams thrive in a rapidly changing landscape.

Strategic Planning & Roadmaps

Long-term engagement strategy aligned to institutional goals and campaign priorities.

Executive Assessments

Focused reviews of alumni, donor, or volunteer engagement programs with actionable insights.

Alumni Engagement Metrics & Data Strategy

Transform engagement data into strategic action using industry benchmarks like CASE AEM.

Interim & Fractional Leadership

Short-term staffing solutions to stabilize and advance your programs during transitions.

Workshops & Retreat Facilitation

Custom-designed sessions to align teams, build buy-in, and generate new ideas.

Campaign Engagement Strategy

Engagement plans that support your philanthropic goals and drive donor pipeline growth.

Micro-Consulting

Our most accessible consulting services make partnering with any team, at any school or non-profit, simple and easy.

Strategic Guidance

Strategic Planning for Alumni & Constituent Engagement

Our three-phase planning process is grounded in research, inclusivity, and clarity:  

  • Discovery — We learn your landscape and listen deeply
  • Collaboration — We bring people together across roles and divisions 
  • Testing — We turn ideas into strategies and give you the roadmap to move forward

The result is a plan that’s both actionable and adaptable—built to make a difference now and in the future.

Request a Planning Consultation
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Constituent Engagement & Pipeline Health Assessments

Our assessment tools help you understand how your advancement pipeline is performing — and where to focus for greater impact. We look at:

  • Donor acquisition and retention
  • Conversion of engagement into giving
  • How different audience segments are responding

You’ll walk away with clear, practical recommendations to strengthen your pipeline and build long-term relationships.

Schedule Pipeline Review

Alumni Relations & Annual Giving Program Reviews

Using a thoughtful 24-point framework, we help you evaluate how well your programs are aligned, resourced, and prepared for growth. We focus on:

  • Strategic alignment with institutional goals
  • Communication effectiveness and ROI
  • Team structure and capabilities
  • Campus-wide partnership potential

You’ll get a prioritized roadmap of what to adjust, enhance, or rethink  — backed by data and experience.

Discover Micro-Consulting
Request Program Evaluation

Volunteer Management & Alumni Board Consulting

We help transform boards and volunteer groups into true strategic partners by focusing on:

  • Clear roles and purpose
  • Governance and accountability
  • Alignment with your goals
  • Leadership pipeline development

Whether you're refreshing a board structure or nurturing future leaders, we bring tools and insights to move you forward.

Explore CMAC Office Hours
Schedule Board Assessment

Engagement Metrics & Reporting Frameworks

We help you measure what matters — with systems that track real engagement and provide actionable insights. Together, we’ll build models to:

  • Understand communication and event impact
  • Evaluate volunteer contributions
  • Monitor philanthropy behavior and trends

Our approach helps your team use data to make smarter decisions and tell more compelling stories.

Explore Metrics Framework
Request Metrics Consultation

Benchmarking & Field Assessments

Looking to see how you compare to peers — or gain insight into what’s working elsewhere? Our benchmarking work includes:

  • Peer institution comparisons
  • Resource and staffing models
  • Digital strategy evaluations

We help you learn from the field while staying grounded in what works best for you.

Meet Our Team
Schedule a Consultation

Implementation Support

Integrated Advancement Consulting

Break down silos and align alumni, development, and comms teams through org design, collaboration, and culture change.

Book a Consultation

Coaching & Training

Executive coaching and skill-building workshops tailored to your advancement goals—practical, people-focused, and impact-driven.

 

Request Consultation

Interim Staffing

Experienced interim leaders to ensure continuity and momentum during transitions—VP, Director, or project-based support.

 

Start a Conversation

Alumni Surveys

Uncover alumni attitudes, motivations, and engagement preferences with custom surveys that guide strategy and messaging.

 

Plan a Survey

At CMAC, we believe advancement—when grounded in values and driven by vision—can do more than raise funds; it can transform the future of higher education.