Advancement
The future of advancement operations
The AI platform that powers your operation, from finding your next major gift to awarding your last stuck scholarship, so your team stays focused on the relationships.
Leading institutions trust CollegeVine as their technology partner
What your advancement agent can do
One platform does it all
Give an assistant to your team on top of your data & knowledge
Take action in the real world, with alums, donors, and staff
Accomplish initiatives by launching turnkey projects
Donor & CRM intelligence
Ask your advancement database anything in plain English. It pulls lists, builds segments, and preps a donor brief before every meeting, so answers that used to take a week arrive in seconds.
Turn a two-week query into an instant answer.
See all your questions answered live.
Get a custom demoProspect development & portfolio optimization
Keep every portfolio pointed at the right people. It researches each prospect across your records, wealth signals, and the web, then recommends who to add, who to engage next, and who to drop.
Surface opportunities across your entire base.
Adrian has the sum total of the entire institution's knowledge. Without it, every staff member would need to be cross-trained and, of course, made available at any time of day. We can now engage interactively with a broad audience, using consistent tone and language, and point students to the right resources if they express a need.
Wesley Ng-A-Fook
Barry University
See which prospects should be contacted first, and why.
Get a custom demoScholarship management & award recovery
Recover the endowed dollars you can't award as written. Millions in annual distribution sit blocked by restrictive criteria and missing data, so it reads each gift agreement, matches funds to qualifying students, and puts that money back into awards.
Put stranded endowment dollars back to work.
See how much of your endowment could be awarded.
Get a custom demoAlumni & donor engagement
Reach every graduate like you know them. It runs journeys by cohort, from the athlete's season recap to the young alum's mission story, and writes every response back to your CRM, so giving follows engagement.
Speak to every constituent individually, from the first touch.
Bring a lapsed donor back, one message at a time.
Get a custom demoAdditional use cases for your advancement team
From prospect research and annual giving to scholarship recovery and donor stewardship, our platform takes on the everyday work that fills your advancement team's queue.
CRM intelligence & giving analytics
Ask your advancement database a question in plain English and get lists, segments, and analysis back in seconds.
Prospect development
Identify and qualify hidden major-gift capacity from internal records and external signals, then hand officers a ranked portfolio.
Donor retention & lapse prevention
Model which donors and dollars are about to lapse, and target them before the giving year closes.
Appeal & communications audit
Audit every appeal, segment, and channel across the giving calendar to find what drives gifts and what fatigues donors.
Scholarship & endowed award recovery
Get restricted and endowed money out the door, to students who qualify, the way the donor intended.
Hyper-personalized alumni engagement
Tailored newsletters, journeys, and campaigns per cohort instead of one newsletter for everyone.
Annual giving agent
Runs the annual-giving program across email, text, and phone: acquisition, renewal, and reactivation at scale.
Stewardship & impact reporting
Show every donor where their gift went, including the thousands below the major-gift line who never hear back today.
Events concierge
A concierge for advancement events: RSVPs, itineraries, re-invitation, and cultivation follow-up.
Powered by a platform built for advancement
CollegeVine combines AI agents, institutional context, and system-level data access so advancement teams can launch campaigns, answer questions, and support donors from one platform.
AI that understands your institution
Agents operate with your funds, gift agreements, policies, and data, so every action reflects how your shop actually works.
Built for higher ed standards
Higher education software designed for FERPA, SOC 2 Type II, HECVAT, and role-based access controls.
Connected across your systems
Works with your advancement CRM, wealth screening tools, and campus data so every action is informed by the full donor picture.
