Increasing Gift Processing Capacity by Moving to Paperless

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Streamline your gift processing to cut entry time in half.

Transitioning your gift processing to a centralized paperless process can increase your team’s capacity while also helping you assess the progress of each gift more quickly and evaluate your overall goals more accurately, saving your shop both time and money. However, getting campus stakeholders on-board to make this change requires a strategy that provides evidence of how a paperless approach to gift processing can be beneficial to your institution, as well as to your relationships with your donors.

Join us to hear how the University of Utah recently made the move to a paperless process. You'll walk away with tips for how to gather and communicate relevant data to make a case to go paperless, as well as how to achieve engagement and buy-in with your more important stakeholders. If you're looking for ways to make your gift processing more efficient, centralized, and transparent, this webcast is for you.

 

Who Should Attend

This webcast is designed for advancement professionals who lead, work alongside, or within their gift processing team. This training is also beneficial for any advancement shop leader who aspires to run a more efficient operation that leads to improved fundraising efforts and donor satisfaction.

 

Agenda

Our expert instructor will cover the following topics to help you transition to a paperless gift processing system:

Why Go Paperless in Gift Processing
Knowing how paperless gift processing can transform your advancement shop begins with why it should be considered in the first place. By learning about the impact going paperless had at the University of Utah, you will be able to understand how it can elevate the accountability, transparency, and efficiency of the gift intake, development, and donor relations processes.

Using Data to Showcase Benefits 
Delays in gift processing time not only slow down financial transfers to specific account ledgers on campus, it delays your messages of gratitude thanking the donor, while also delaying the opportunity to provide that donor with a timely receipt. Learn how to identify the right type of data to help you transfer to a paperless gift processing system.

Gaining Campus Stakeholder Buy-in 
Once you have identified and organized the data behind your reason for moving to paperless, securing stakeholder buy-in is the next, and more critical, step to implementation success. By starting with your institution’s most influential departments, you will learn how to achieve buy-in with the remainder of the essential stakeholders on campus.

Speaker

Portrait of Kirsten Dorius

Kirsten Dorius

Director of Development Services, University of Utah 

Kirsten started her career with the University of Utah managing the Data Integrity team before transitioning to gift processing manager, and finally into her current role as the Director of Development Services where she oversees both of the departments she previously managed. Throughout her time at the University of Utah, Kirsten has focused on improving data accuracy by growing the number of data loads going into the University’s CRM, while also increasing productivity by implementing virtual credit card terminals, paperless gift processing, and streamlining the gift process to cut entry time in half.

Read Speaker's Full Bio

Questions About the Event? Email this event's Program Manager, Nick Pettet

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