Boost Your
Advancement

The most comprehensive Advancement product for Salesforce - empowering Universities to reach its goals.

"USC is pleased to be the first University of its size to implement a solution on Salesforce for all of its advancement activities, including gift processing. Partnering with UC Innovation was critical in this achievement - they know the advancement environment, met our deadlines, and most importantly built a solution that has exceeded our expectations."

Tracey Vranich,
Vice President for Advancement Services, University Advancement,
University of Southern California
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BENEFITS

  • Simplify and consolidate disparate systems by migrating your entire Advancement operation.

  • Build stronger relationships with constituents as ascend provides a full-spectrum, integrated view of all Advancement activities.

  • Start fundraising sooner by using the most comprehensive, out-of-box solution that integrates well across major areas of the University.

  • Save money since there’s no need to build a custom solution or experiment with unproven, out-of-the-box solutions.

  • No surprises as our certified domain experts will provide a realistic timeframe and budget for going live.

  • Secure as ascend has passed Salesforce Security Review and now on AppExchange.

FEATURES

Processing a gift of multiple types

outright, directed, charitable etc.

Processing a pledge of multiple types

major, annual, athletics, payroll etc.

Processing pledge payments

easily adjustable - set up installments with different dates, amounts etc.

Processing matching gifts

automatically create matching gifts from companies that have matching gift set up with their employees; 3rd party matching

Entering hard/soft credits

automatically set up according to gift type, spousal relationships, company matching, etc.

Tracking multiple relationships

Constituent Org
Constituent Constituent
Constituent Household

Tracking designations & allocations

easily adjustable - set up multiple designations

Easily track down summary of

gifts
pledges
pledge payments
constituent/org/household

Implementing with different interfaces

ability to enter gifts in bulk, dealing w/ multiple interfaces

Various features for Prospect Management

contact reports, tasks, strategies, wealth reports etc. make it easy for a development officer to solicit a prospect

ASSESSING YOUR NEEDS

  • Understand your Advancement requirements.

  • Identify the gaps.

  • Propose custom build and /or retrofit plan for ascend.

  • Implement retrofit prior to ascend installation.

ascend PRODUCT
MODULES

Our discovery and gap analysis work with uncover which modules you will need and how much custom development will be required.

  • ascend Bio-Demo

  • ascend Gift Management

  • ascend Prospect Management

  • ascend Mobile

  • ascend Alumni Portal

  • ascend AI Integration

ENHANCEMENTS

Once the base functionality for ascend is delivered, you can choose the incremental requirements to fully optimize your Advancement solution.

  • Integration Tools

  • Custom Development

  • Custom Reporting

  • Platinum Support

ascend In Action

Screenshots of various processes.

01 Home Page

02 Campaigns List

03 Organizations List

04 Constituents List

05 Session Details

How To Get Started

Whatever stage you are with Bio Demo, Prospect Management, and Gift Management, we will do a quick gap analysis that ultimately will drive the recommended step by step delivery plan to meet your Advancement requirements, timing and budget.

BECOME AN ascend
TRIAL CUSTOMER

Sign-up now as an ascend Trial customer and enjoy the following benefits:

  • 30 Day Free Trial of ascend with a dedicated consultant to help you during the trial period.