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Bill Bole
Associate Vice President For Development at Lehigh University
Professional Background
Bill Bole is a distinguished professional with a robust career in development and fundraising, particularly within the academic and healthcare sectors. Currently serving as the Associate Vice President for Development at Lehigh University, Bill has a rich history of fostering significant philanthropic support for various educational institutions. His extensive experience in development strategies, alumni relations, and major gifts has made him a sought-after leader in the field.
Before stepping into his key role at Lehigh University, Bill held several prominent positions at the University of Pennsylvania, where he made tremendous contributions to the institution’s fundraising efforts. As the Executive Director of Development and Alumni Relations for Penn Medicine, Bill played a pivotal role in strengthening relationships with alumni and donors, leading to substantial financial contributions that enhanced the college's programs and resources. His journey through various leadership roles includes serving as the Senior Associate Director of Major Gifts, where his tactical approach to major donor cultivation significantly elevated the university's fundraising metrics.
Bill's influence extends beyond the University of Pennsylvania as he also served as the Director of Principal and Planned Gifts at Fox Chase Cancer Center. In this role, he adeptly solicited and secured major gifts that propelled the center's mission and research initiatives forward. His foundational experience also includes the positions of Senior Major Gifts Officer and Director of Annual Giving at the University of Pennsylvania, each role honing his skills in donor engagement and management.
His career commenced with an early focus on annual giving roles, serving as both Assistant Director of Annual Giving at Villanova University and at St. Joseph's Prep, indicating a longstanding commitment to nurturing donor relationships and advancing educational opportunities. Within these capacities, he developed a deep understanding of the academic sector's unique needs and strengths, which he has adeptly leveraged throughout his career.
Education and Achievements
Bill Bole's educational background lays the groundwork for his impressive career in development. He first earned his High School Diploma from St. Joe's Prep, where his foundational learning and commitment to excellence were developed. He then pursued a Bachelor of Arts in History and Philosophy from the University of Scranton. His academic journey continued at Villanova University, where he obtained his M.A. in History. This combination of history and philosophy has endowed Bill with a profound understanding of human values, societal dynamics, and strategic thinking—an asset that undoubtedly informs his work in the philanthropic sector.
Bill has not only demonstrated exceptional capability in his professional roles but has also left notable footprints in each position. His strategic vision and ability to engage with stakeholders have led to successful campaigns that have significantly increased the capacity of the organizations he has served. Every step in his career reflects a commitment to building communities and enhancing the educational frameworks within which they operate.
Achievements
Bill Bole is recognized for his significant achievements throughout his career. His strategic leadership at Lehigh University as Associate Vice President for Development sees him playing a crucial role in shaping the future of the institution through effective philanthropic efforts. His previous roles at Penn Medicine highlight his prowess in securing transformative gifts that support groundbreaking research and patient care developments.
Moreover, Bill's tenure as Director of Principal and Planned Gifts at Fox Chase Cancer Center shaped the trajectory of funding for crucial cancer research initiatives. His innovative approaches to gift planning and principal giving have inspired many, leading to the realization of critical programs and facilities.
Bill’s career is not only marked by positions held but also by the tangible impact of his work, driving forward the missions of various institutions. His ability to build meaningful relationships with donors and stakeholders has resulted in lasting partnerships that continue to benefit the institutions well into the future. As he advances through his career, Bill remains a pivotal figure in the realm of educational development and philanthropic innovation.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay is uniquely designed to bridge both professional and personal relationship management. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay helps you organize your contacts, communications, and commitments in one centralized place. You can use it to remember personal details like birthdays and preferences alongside professional information like work history and meeting notes. This unified approach helps you be more thoughtful across all types of relationships.
Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.