CRM conversions are often framed as technical or fundraising-led initiatives, yet Gift and Records professionals play a critical role in shaping the core infrastructure of the system. Decisions around data structure, gift design, historical data, and business rules have long-term implications for reporting, compliance, stewardship, and trust in the system.

This session will walk through the phases of a CRM conversion with a specific focus on what Gift and Records professionals need to understand, influence, and advocate for throughout the process. Participants will examine key considerations during planning, data migration, system design, integration, testing, and training, with an emphasis on protecting data integrity and operational realities. Through practical examples and lessons learned, attendees will gain insight into how to engage strategically in conversions and help ensure the new CRM is built to support accurate, sustainable gift and data processing from day one.