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Turn Your Data Into Donors
People and Organizations: Managing Biographical Data
Feb
27
12:00 PM12:00

People and Organizations: Managing Biographical Data

  • Wednesday, February 27, 2019
  • 12:00 PM 1:15 PM 12:00 13:15
  • Google Calendar ICS

Every donor database starts with the people and organizations in it. Learn how to handle common challenges in managing biographical data.

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Gifts: From Basics to Complex
Mar
13
12:00 PM12:00

Gifts: From Basics to Complex

  • Wednesday, March 13, 2019
  • 12:00 PM 2:00 PM 12:00 14:00
  • Google Calendar ICS

Gift entry is one of the most challenging aspects of donor data management. We’ll cover donor-centered and IRS-compliant gift entry, including complex gifts.

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Prospect Management: Focus on Your Best Prospects
Mar
27
12:00 PM12:00

Prospect Management: Focus on Your Best Prospects

  • Wednesday, March 27, 2019
  • 12:00 PM 1:30 PM 12:00 13:30
  • Google Calendar ICS

Good prospect management practices will help you attain major gift success. You’ll leave this session with a solid understanding of prospect management basics.

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Gift Processing and Donor Records Workshop: Spring Session
Apr
1
to Apr 3

Gift Processing and Donor Records Workshop: Spring Session

  • Mon, Apr 1, 2019 11:00 AM 11:00 Wed, Apr 3, 2019 11:00 AM 11:00
  • Google Calendar ICS

Join us in Baltimore to review core gift processing and records management concepts—legal framework, quality control, gift counting guidelines and workflow management.

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Reporting: Make it Easier to Get Data Out of Your Database
Apr
10
12:00 PM12:00

Reporting: Make it Easier to Get Data Out of Your Database

  • Wednesday, April 10, 2019
  • 12:00 PM 1:30 PM 12:00 13:30
  • Google Calendar ICS

No matter which database system you use, creating useful reports can be difficult. This session will give you some tips that will make it easier for you to get the data you want out of your donor database.

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Data Hygiene: Clean Up Your Database and Keep It Clean
Apr
24
12:00 PM12:00

Data Hygiene: Clean Up Your Database and Keep It Clean

  • Wednesday, April 24, 2019
  • 12:00 PM 1:30 PM 12:00 13:30
  • Google Calendar ICS

We’ll talk about a variety of strategies you can use to clean up your database and keep it clean. From database standards and documentation to audits, appends, and cleanses, you have many options.

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Volunteers and Events: Managing Engagement
May
8
12:00 PM12:00

Volunteers and Events: Managing Engagement

  • Wednesday, May 8, 2019
  • 12:00 PM 1:15 PM 12:00 13:15
  • Google Calendar ICS

Managing and analyzing how your constituents engage with your organization can make a powerful impact on your fundraising. This session will cover managing volunteers and event attendance.

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Metrics: Set and Attain Goals for Fundraising Success
Jun
5
12:00 PM12:00

Metrics: Set and Attain Goals for Fundraising Success

  • Wednesday, June 5, 2019
  • 12:00 PM 1:15 PM 12:00 13:15
  • Google Calendar ICS

Smart fundraising metrics help you stay on track to meet your fundraising goals. We’ll cover metrics development including design, data collection, data analysis, and putting your results into action.

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Donor Analytics: Easy Ways to Identify Top Prospects
Jun
5
12:00 PM12:00

Donor Analytics: Easy Ways to Identify Top Prospects

  • Wednesday, June 5, 2019
  • 12:00 PM 1:15 PM 12:00 13:15
  • Google Calendar ICS

Learn a few techniques to identify your top prospects. You’ll walk away ready to do a couple of hands-on easy projects right away.

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2019 Summer Institute in Advancement Services
Jul
30
to Aug 2

2019 Summer Institute in Advancement Services

  • Tue, Jul 30, 2019 11:00 AM 11:00 Fri, Aug 2, 2019 11:00 AM 11:00
  • Google Calendar ICS

Be a part of the tradition and kick off your career in Advancement. CASE's flagship training programs are for early-career professionals who want to hit the books, review the basics, and start on their path to success. 

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Respect Your Donors: Gender-Inclusive Data Management
Feb
20
2:00 PM14:00

Respect Your Donors: Gender-Inclusive Data Management

  • Wednesday, February 20, 2019
  • 2:00 PM 3:00 PM 14:00 15:00
  • Google Calendar ICS

How we choose to manage donor data directly impacts how we relate with our donors. As transgender people have become more culturally visible, many organizations are making changes to their data management practices to be more inclusive of diverse gender identities. Hosted by DonorSearch.

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Improve Your Screening Success with Data Hygiene
Feb
13
11:00 AM11:00

Improve Your Screening Success with Data Hygiene

  • Wednesday, February 13, 2019
  • 11:00 AM 12:00 PM 11:00 12:00
  • Google Calendar ICS

The cleaner your data is going into a wealth screening, the better your results will be. Join us to learn some ways you can improve your data hygiene. Hosted by iWave.

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Hours
 
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