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CASE-NAIS Independent Schools Conference 2023

Gift Batching to Greatness

Sunday, January 29, 2023
3:00 PM - 4:00 PM ET
Speaker(s): Joe Cheeseman, Director of Development, The Nueva School, Natalie Stephan, Manager of Development Data and Reporting, The Nueva School
Competencies: Global and Cultural CompetenceIntegrity and ProfessionalismBusiness and Financial AcumenIndustry/Sector ExpertiseStrategic Thinking
Elective Session
Advancement Services

This session will help guide offices that have prioritized overall database health and have formalized campaigns, funds, and appeals. As data and strategy become more important in guiding our work, comprehensive and consistent gift batching will enable you to produce queries and reports to better inform your work. Identifying current data needs while anticipating future needs, gift batching is critical in producing information that identifies strategies and advances your efforts. Learn how to identify your important data points and let your data work for you!

Regardless of school size and number of team members, creating a gift batching process and procedure will enhance all areas of your advancement efforts. This session is geared for all professional levels who work in their institutions advancement database and will primarily focus on Raiser's Edge.

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