Leadership Transition AFS is undergoing leadership change with the appointment of a new Chief Financial and Operations Officer alongside a retirement of the previous CFO. This transition typically prompts reassessment of financial, HR, and operational systems. It presents an opportunity to propose an integrated financial planning and ERP suite, payroll and procurement tools, and analytics that play well with existing Blackbaud and fundraising platforms, supported by change-management services.

Fundraising Optimization The school relies on Blackbaud, GiveCampus, and Shopify for fundraising, donor engagement, and merchandise. There is room to optimize donor lifecycles, campaign analytics, and cross-channel fundraising, while improving data flows between fundraising, admissions, and development teams. Potential offerings include donor relationship management, marketing automation, event management, and e-commerce optimization.

Enrollment Growth A new Lower School Director signals growth initiatives and a focus on early education expansion. Prospects exist for enhanced admissions and enrollment marketing tools, website and landing page optimization, and improved parent communications, all with seamless integration to the Blackbaud ecosystem.

Program Enablement Active involvement in invention conventions and athletic programs indicates ongoing program funding needs and sponsorship opportunities. Opportunities include program management and sponsorship tracking, STEM lab procurement support, and targeted grant or fundraising solutions to support clubs, teams, and competitions.

Tech Modernization The current tech stack shows cloud services and security basics, suggesting a path for modernization and deeper integration across education tech. A security and system-integration assessment followed by a roadmap for a unified platform strategy covering CRM, LMS, fundraising, and student information systems could reduce vendor sprawl and improve governance.