Advancement services is more than processing gifts and managing data—it’s a compliance-driven function that protects an institution’s reputation, ensures accurate reporting, and upholds donor trust. This session unpacks the ethical principles, federal and state regulations, and industry guidelines that govern our work. From IRS gift substantiation rules to PCI compliance, CASE and AFP standards, and GDPR/FERPA implications, participants will learn how to create a compliance framework that’s both practical and adaptable. Real-world examples will highlight how small oversights can lead to big risks, and how proactive policies can keep advancement operations both efficient and ethical.