Gifts and Records: Spring Session
Explore the trends in digitization that help us communicate, connect, and collaborate in new and exciting ways, and how you can use accessible tools for onboarding, training, and teambuilding.
We’ll also 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.
Benefits of Attending
- 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.
- Discuss what we’ve learned and make a plan on how to move forward.
Who Should Attend
- Advancement services professionals
- Gift analysts and processors
- Records analysts
- Gift processing/records management leads and managers
- Alumni and membership records staff
Meet Your Chair
Karen A. Sims currently serves as director gifts and records management at NC State University. Sims brings 20 years of experience within gift processing and donor records management. She is an experienced advancement professional with proven skills in fundraising and financial management, gift administration, policy creation and staff development. She is skilled in the use of consultative approaches to increase efficiency in integration of industry best practices for gift acceptance and data standards.
Sims has served as a board member of the Association of Fundraising Professionals-Eastern PA Chapter for seven years and served as the Ethics and Accountability chair for two years. She has also served as a conference presenter and volunteer with CASE in varying capacities during her membership over the last 12 years. Sims has received the distinction as being a CASE district faculty stellar speaker for multiple years.
She holds a bachelor's degree from DeSales University in management and marketing and a master's degree in educational leadership from Lehigh University.