Gifts and Records Workshop
Registrants who register once the conference is sold out will be placed on a waitlist. If you are on the waitlist, you will be notified by Thursday, 10/13 if you have been removed from the waitlist. Registration must be paid in full to join the waitlist. Please do not book travel until you receive confirmation that your registration is confirmed.
Records management and gift processing are sometimes located in the same office, or handled in separate departments, but their processes are inextricably linked and better together.
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.
- Review industry best practices to enhance and improve gift processing and records management operations
- Explore resolutions to current issues affecting fundraising and discuss how they impact gift processing, donor records and records management.
- Discuss the CASE Global Reporting Standards and develop strategies on setting up robust models of reporting
- Evaluate how data and analytics help with decision making
- Discuss ways to diversify processing and data management standards
- Enhance your interpersonal skills to build strong professional relationships
- Discuss the importance of practicing diversity, equity, inclusion and belonging in advancement
Who Should Attend
- Advancement services professionals
- Gift analysts and processors
- Records analysts
- Gift processing/records management leads and managers
- Alumni and membership records staff
Karen A. Sims-Harrell
Karen A. Sims-Harrell currently serves as director gifts and records management at NC State University. Sims-Harrell brings over 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, leadership 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-Harrell 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 15 years. Sims has received the distinction as being a CASE district faculty stellar speaker for multiple years and was awarded the CASE 2021 District III Opportunity and Inclusion Award for her work in promoting diversity and inclusion industry best practices.
She holds a bachelor's degree from DeSales University in management and marketing and a master's degree in educational leadership from Lehigh University.