Conferences & Training

Gift Processing and Donor Records Workshop: Fall Session

Oct. 24 - 26, 2018
Hilton Portland Downtown
Portland, Ore., 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.

During this workshop, you'll review core concepts and learn about evolving strategies, including implementing electronic transmittals and adjustments, getting ahead of matching gift processes, enhancing bio data, and making sure that everyone means the same thing when they use common terms.

This conference is designed for newcomers to the advancement profession and professionals with mid-level responsibility.

Program starts at NOON on Wednesday and ends at NOON on Friday


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 gift processing, donor records and records management.
  • 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
  • Gift processing/records management leads and managers
  • Alumni and membership records staff

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