Session Information
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Lifecycle of a Gift (3922)
Track: Advancement
Program Code: 3922
ADDITIONAL PRESENTER / PANELIST:
Nichole Farella, Assistant Director of Stewardship, Rutgers University Foundation
LEAD PRESENTER / PANEL ORGANIZER / BOF LEADER :
Karen Hurst, Manager, Gift Processing and Alumni Records, Rutgers University Foundation
Description
This presentation will discuss the full lifecycle of processing a gift through the advancement services process. Beginning with the acceptance of the gift by the development officer and development of a fund agreement with the donor, we will then follow the check through accounting, gift processing, receipting, gift acknowledging and stewardship. Functions performed by development officers, accounting, data entry, and donor relations will all be covered. Rutgers University Foundation processes over 100,000 gift transactions per year for over 30,000 donors. This presentation will provide an overview of a large advancement services organization and would be helpful for: those new to development or advancement services; development officers; those in smaller or similar advancement services organizations who would like to learn more about the business process and automation; and members of other university departments and/or Information Technology who would like to learn more about advancement. This session is based on a monthly class presented by Rutgers University Foundation to our new development officers.


Audio Synchronized to PowerPoint
(Code: 3922)
Attendee:Free
Virtual Attendee:$10 USD
Authorized NON-Attendee:$25 USD
  
This session is a part of:
Handout Online
(Code: 3922)
Attendee:Free
Virtual Attendee:Free
List Price:
  
This session is a part of: