Conferences & Training

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
  • Alumni and membership records staff

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