Gifts and Records Recordings Seminar
This program will review core concepts needed such as data governance and compliance obligations; identify opportunities for process efficiencies and improving basic gift processing; learn how to set, prioritize, and achieve data hygiene goals; and discuss standard and nonstandard gift processes.
Registration is available through October 31. Registrants will have access to the recordings through December 2021.
Participation in this seminar will prepare participants to:
Review ways to enhance and improve gift processing and records management operations.
Explore current issues affecting fundraising and our work. 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 participate?
- Advancement services professionals
- Gift analysts and processors
- Records analysts
- Gift processing/records management leads and managers
- Alumni and membership records staff