How to Elevate Gifts & Records at Your Organization
1:15 PM - 2:15 PM CT
Speaker(s): Shalonda Martin, Executive Director, Advancement Services, Pomona College, Jeff Callaghan, Manager, Data Management, University of California Berkeley, Jacqueline DiMare, Senior Director, CRM and Data Management, University of Southern California, Arielle Johnson, Director of System Gift Administration, University of Houston, Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering, North Carolina State University
Plenary
Gifts and records work is often viewed as transactional, yet it is essential to the accuracy, compliance, and strategic decision-making that power effective advancement operations. As demands for analytics, dashboards, accessibility, and campaign readiness continue to grow, these functions sit at the center of the advancement ecosystem.
This session will examine how to reframe the value of gifts and records work, shift organizational perceptions, and position these teams as strategic partners with a seat at the table. Panelists will share practical strategies for elevating the function and strengthening its role in institutional planning and execution.