Gift-Processing-Roles

Defining Roles: Gift Processing and Finance

Understanding Distinctions Between Gift Processing and Finance Roles Organizations often struggle to fully understand the distinctions between gift processing and finance roles and responsibilities. While these departments are sometimes viewed as one, they serve different but complementary purposes. Processes and technologies must support these different functions. Outlining the goals, priorities, processes, and needs of each department […]

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data committee

Establishing a Data Governance Committee

Data is one of a fundraising organization’s most valuable tools. Data serves as the foundation for good decision making and goal setting and informs strategic priorities. However, in order to effectively employ data, proper maintenance is critical. Data governance committees can be a valuable resource in developing policies and procedures for effective data management and […]

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Bridging the Gap

Bridging the Divide Between Frontline Fundraisers and Operations Staff

The end-of-year gift processing and reporting season is over, and most advancement offices are gearing up for spring solicitations and appeals. Now is a good time to review advancement’s strategic priorities and evaluate departmental effectiveness. One critical but often overlooked aspect in achieving a successful fundraising program is the relationship and interaction between gift officers […]

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