Gifts and Records Workshop: Spring 2025
Portland, OR |
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.
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.
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