Advancement
Karl Miller-Lugo, Senior Vice President for Advancement and Alumni Engagement, leads the Advancement and Alumni Engagement Functional Integration Team (FIT). As part of the discovery and design phase, Miller-Lugo has convened working groups within this FIT to surface quick wins, craft recommendations, outline implementation plans, and map integration priorities on a roadmap for the new operating model.
Integration Updates
Update
Date
Advancement – March 2026
- Transitioned from integration design to execution, aligning teams, priorities, and operations to support campaign planning and readiness.
- Advancement Systems & Data Strategy: Initiated CRM migration planning and systems alignment to support campaign planning and long-term operations.
- Donor Experience: Aligned stewardship and engagement approaches, improving coordination and clarity across donor-facing functions.
- Stakeholder Communications & Engagement: Established unified messaging and communication cadence, increasing transparency and consistency.
- Established a clear operating model, strengthening collaboration, decision-making, and integration across Advancement and Alumni Engagement.
- Entered campaign planning phase, engaging consultant BWF and aligning leadership around shared goals and accountability.
Advancement – November 2025
- Functional Integration Team (FIT) has launched, members include Karl Miller-Lugo, Sonia Vasquez, Abigail Risley, Cheri Wiese, Rebecca Anderson, and Sabrina York.
- Seven working groups completed discovery work that led to the formation of three new cross-functional groups focused on key priorities:
- Advancement Systems & Data Strategy: assess and recommend paths for aligning systems, data, and reporting to support seamless operations and inform long-term planning, while ensuring continued functionality across both institutions.
- Donor Experience: evaluate and propose interim approaches to provide consistent and high-quality donor experiences across both institutions, ensuring coordinated stewardship, reporting, and frontline engagement during the campaign wind-down and bridge to the future state.
- Stakeholder Communications Engagement: develop and coordinate a unified internal and external communications and engagement strategy to ensure consistency of message, brand, and constituent experience across both institutions.