Presented by CASE (Council for the Advancement and Support of Education)
$995 - $1200, Baltimore, MD
Amanda is proud to serve as a repeat volunteer faculty member for one of CASE’s signature donor data management workshops.
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. Join us in Baltimore to review core concepts—legal framework, quality control, gift counting guidelines and workflow management. Learn about evolving areas: focused one-day campaigns, lockbox, crowdfunding, OCR and other fully automated auditing and processing tools.
This conference is designed for newcomers to the advancement profession and professionals with mid-level responsibility.