About Affinaquest

Advancement is complicated…but it doesn’t have to be hard!

Harnessing the power of modern CRM technology, Affinaquest leverages nearly 200 years of combined advancement experience to create a data-rich, user-friendly powerhouse that can easily manage the world’s most sophisticated development shops.

For the first time, everyone from development officers to data managers can get exactly what they want. A beautifully designed mobile experience keeps your road warriors happy. Seamless integration of all your campaigns, appeals, gifts/pledges and proposals ensures effortless (and accurate!) gift processing. And powerful reporting tools keep both senior management and line staff smiling.

Best of all, the modern Salesforce platform allows for a modular approach to both constituent engagement and data management tools. “Snap in and snap out” the software that best meets your needs as each class of product improves, and as the requirements of your office evolve.

Jeff Shy

Jeff Shy

Chairman & CTO

Jeff has more than 35 years of experience bringing innovative technology and processes improvement to the nonprofit and educational advancement communities. His distinguished career has been focused on developing and applying approachable technologies for the fundraising, development and advancement profession.

Prior to founding Affinaquest, Jeff founded JSI, one of the leading advancement software companies in the world. The platform he developed has supported fund raising at hundreds of colleges and universities, and over 2,200 institutions.  As a consultant, he has advised countless advancement professionals regarding appropriate technology solutions for their organizations.

james werner

James Werner


With a focus on advancement, James has been working in Education Technology from his days as a graduate student at UCLA. Serving in a leadership capacity with EdTech firms of all sizes, James has helped hundreds of institutions select and implement world-class systems, while measurably improving performance across all of their business units.

John Walvoord

John E. Walvoord, Ph.D.,

Dr.  Walvoord is a pioneer in the application of direct response marketing principles and technology for non-profit fund raising.  He has spent much of his professional career as a strategic planner and change agent for dozens of nonprofits and educational institutions.

As an entrepreneur, investor and philanthropist, Dr. Walvoord has founded five companies that serve the nonprofit sector and he currently serves as Managing Partner of venture capital company, Social Sector Ventures. Several years ago, he selected Affinaquest as a top contender to become the best 21st century donor management system.

Dr. Walvoord holds several graduate degrees including a Ph.D. in psychology from Columbia University in NYC.

Geoff Knue

Geoff Knue

Vice President, Business Development

Geoff has more than 25 years of experience in Higher Education Advancement, beginning with Master Software (acquired by Blackbaud), CDA Investnet Wealth Screening, SunGard Higher Education (now Ellucian) and iModules Software. For the last 15+ years, Geoff has been helping the top 300 largest Advancement operations in the US, Canada, the UK, and Australia navigate the complex landscape of advancement software selection and acquisition.

Lori Combs

Lori Combs

Director of Solution Engineering and Engagement Strategy

Lori has over 24 years’ experience implementing, supporting, configuring, and selling advancement and constituent engagement software in the higher education market. Having spent her entire career in and around the most productive college and university development programs, she is an expert at systems implementation, market analysis, and constituent engagement.

David Schwartz

Director of Customer Solutions

David brings decades of experience to our customers as a former director of both enterprise information and advancement systems at leading colleges and universities in the Midwest. His knowledge spans the gamut, from popular legacy advancement products, to the modern Salesforce platform. David plays a leading role in systems implementation, sales, and product development.

Sabre Leek

Sabre Leek

Director of Implementation & Customer Engagement

With over 100 advancement software implementations to her credit, Sabre is among the most sought-after and experienced professionals in the business. Straddling the fields of accounting, project management, and engineering, Sabre and her team oversee conversions, implementations, database redesigns and the re-engineering of complicated fundraising processes and systems.  Sabre is able to help organizations bring about positive change, guiding them toward their larger fundraising objectives.

Karen Guaspari

Karen Guaspari

Lead Engineer

Karen has over 20 years experience in software development for the nonprofit sector. Her career has been focused on developing applications that provide both form and function using a wide array of technologies. From programming to database design to system architecture, Karen has been integral in the development of eight fundraising systems. She continually strives to provide leading edge software for fundraisers.

Connect with and cultivate your constituents in one powerful system.