Now, Not Later: Fundraising Success During CRM Transitions
1:00 PM - 2:00 PM PT
Speaker(s): Felicity Meu, Head of Partner Success, GiveCampus, Philip Garland, Associate Vice President, Advancement and Campaign Operations, University of San Diego
Competencies: Industry/Sector ExpertiseStrategic Thinking
Elective Session
CRM transitions are often long, complex, and daunting—so much so that many institutions delay adopting new fundraising technologies and improved workflows until the dust settles. But what if waiting is the costliest mistake of all? In this session, we’ll challenge the wait-and-see mindset and make the case for prioritizing innovation in the midst of CRM change. You’ll hear directly from the University of San Diego who embraced better solutions during a CRM transition and came out stronger for it. Learn how they improved outcomes, engaged donors more effectively, and implemented smarter workflows—without waiting years to act.