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Bookcase Pro
Module

Alumni & Advancement

The graduate record your advancement team has been rebuilding by hand

annual fund participationSegmented asks against real academic history
+27%
to build a donor segmentDown from a three-day data request
11 min
graduate outcomes capturedVia Clearinghouse and survey matching
81%
Capabilities

What it does

Fundraising campaign hub

Goals, gift officer portfolios, ask amounts and pipeline stages roll up into a campaign dashboard leadership can read without a briefing.

Donor segmentation

Segment on giving history, reunion year, program, athletics, faculty relationships and engagement score — all fields already on the record.

Event management

Reunions, virtual panels and hybrid gatherings handle registration, ticketing, capacity and attendance, with Zoom links issued per registrant.

Career outcome tracking

Employment, further study and salary band data from the National Student Clearinghouse and outcome surveys feed both advancement and program review.

Giving & payment processing

Online giving pages, recurring gifts, matching-gift lookups and receipting run inside the platform and post to the fund ledger.

Stewardship reporting

Scholarship donors receive impact reports generated from the awards their fund actually paid for, without a data request.

Workflow

How work moves

  1. 01

    Student becomes alumna

    The record carries forward automatically at conferral — no export, no re-key.

  2. 02

    Engagement scored

    Events, email, volunteering and giving build a single engagement picture.

  3. 03

    Segment built

    Advancement self-serves the list instead of filing a data request.

  4. 04

    Campaign run

    Asks, pledges and gifts track against goal in one dashboard.

  5. 05

    Impact reported

    Donors see exactly which scholarships and students their fund supported.

FAQ

Common questions

Do you replace our advancement CRM?

Many institutions retire theirs. If you keep Salesforce or Raiser’s Edge, the connector keeps constituents, gifts and engagement in sync both ways.

How do career outcomes get collected?

Clearinghouse matching handles further study and degree verification; first-destination surveys and employer confirmations cover employment and salary bands.

Can we run hybrid events?

Yes. Registration issues per-attendee Zoom links, tracks in-person check-in, and writes attendance back to each alumni record.

Is student data walled off from advancement?

Yes. Field-level permissions mean advancement sees academic history only where policy allows it, and every access is logged for FERPA review.

See your own records in a working pilot

Start a 14-day sandbox with sample data, or bring your enrollment profile and we will model the migration and the cost with you.

No card required · Sandbox includes all five modules · Migration is part of the platform fee