Every donor database starts with the people and organizations in it. Learn how to handle common challenges in managing biographical data.
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.
Good prospect management practices will help you attain major gift success. You’ll leave this session with a solid understanding of prospect management basics.
Join us in Baltimore to review core gift processing and records management concepts—legal framework, quality control, gift counting guidelines and workflow management.
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.
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.
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.
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.
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.
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.
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.
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.
