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Gifts and Records Works 2024 Header

Gifts and Records Workshop: Fall Session 2024

Washington, DC | September 30 - October 2, 2024
Gifts and Records Workshop: Fall Session 2024
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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.

Learning Objectives:

  • Improve gift processing and data management operations through industry best practices.
  • Explore the opportunities and challenges of CRM conversion and the impact on gift processing, donor records, and data management.
  • Discuss the CASE Global Reporting Standards and develop robust reporting strategies.
  • Evaluate how data and analytics help with decision making.
  • Enhance your understanding and application of data management and governance.
  • Identify and explore ways to promote fair and equitable access, opportunity, and sense of belonging in advancement.
  • Enrich your interpersonal skills to build strong professional relationships.

 

Who Should Attend?

  • Advancement services professionals
  • Alumni and membership records staff
  • Gift analysts and processors
  • Gift processing and records management leads and managers
  • Records analysts

Register for a conference in US/CAN and apply the cost toward your first year of CASE membership in US/CAN. This offer is open to most in-person conferences or trainings scheduled through June 30, 2025. Some restrictions apply. Offer does not include cost of pre-conference registration. One offer per institution.

Learn more
Our member community loves our conferences. Interested in joining CASE as a member and receiving event discounts?
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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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