Gift Processing and Records Management Workshop: Winter Session
Feb. 22 - 24, 2017 Grand Hyatt Washington Washington, D.C., United States
Records management and gift processing are sometimes located in the same office, or handled in separate departments, but their processes are inextricably linked...and better together.
Join us in Washington, D.C. to review core concepts—legal framework, quality control, gift counting guidelines and workflow management. Learn about evolving areas: lockbox, automation, customer service and donor privacy.
This conference is designed for newcomers to the advancement profession and professionals with mid-level responsibility.
Benefits of Attending
Review ways to enhance and improve gift processing and records management operations.
Explore current issues and trends in fundraising and find out how they impact fundraising support services.
Discover ways to leverage current and emerging technologies to increase efficiency.
Learn how to partner with colleagues to raise the profile and prestige of your gift processing and records management groups.
Acquire a deeper understanding of the CASE Reporting Standards and Management Guidelines for Educational Fundraising, and learn how to apply them in your work.
Who Should Attend
Advancement services professionals
Gift analysts and processors
Records analysts and processors
Gift processing/records management leads and managers