Encore and Live Q&A: Bridging the Process Gap for Major Gifts Between Advancement Services and Frontline Fundraising
When your institution receives a major gift, whether in the form of one single gift or through a multi-year pledge, it is important to manage that gift accurately. This includes placing the gift in its appropriate account on campus, ensuring that pledge reminders are sent out and payment secured in a timely manner, and that the donation is used according to donor intent. However, when frontline fundraisers introduce new gifts, the institutional destination and purpose of the gift can get lost in translation as it makes its way to advancement services for processing. Therefore, it is vital to ensure that the processes between advancement services and frontline fundraising are sound, and that communication is consistent to prevent circumstances that can lead to loss in revenue, missed pledges, or money spent incorrectly. Join us for this online training to learn how the University of Utah created a new position to specifically address these common problems within advancement. This session will help your shop to identify and scale your current process by adopting some of Utah’s best practices to better streamline communication across these two areas.

