Gifts and records work is full of “it depends” moments. Maybe you are trying to interpret a tricky pledge reminder, untangle a data cleansing issue, figure out how to handle international addresses, or respond to a request that feels just a little too close to a policy violation. And then there are gift fees, credit card fees, and all the other curveballs that show up at just the wrong time.
This interactive problem-solving session is designed for exactly those moments. Participants are invited to bring their burning questions and real-life challenges and work through them together with faculty and peers. Through open discussion and shared examples, the session will surface practical approaches, decision frameworks, and lessons learned from the field. Attendees will leave with new ideas, greater confidence, and a deeper sense of connection to others navigating the same complex realities of gifts and records work.