Conferences & Training

Gift Processing and Records Management Workshop: Spring

May 9 - 11, 2018
InterContinental Buckhead Atlanta
Atlanta, Ga., 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 Atlanta to review core concepts—legal framework, quality control, gift counting guidelines and workflow management. Learn about evolving areas: focused one-day campaigns, lockbox, crowdfunding, OCR and other fully automated auditing and processing tools.

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 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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