Meeting the Challenges of Reporting for the CASE Campaign and VSE Surveys

Venue: Webcast

Location: Online, Other

Event Date/Time: Oct 29, 2009 End Date/Time: Oct 29, 2009
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The newest edition of the CASE Reporting Standards and Management Guidelines has just arrived. Now is the time train your staff on how to handle the standards so that your reporting process is rigorous but not overwhelming. Is your staff ready to handle the charitable gift annuity your gift planning office just signed, the estate distribution related to a bequest expectancy that you counted in your last campaign, or an amazing seven-figure multi-year pledge?

Join us online to learn the answers to these questions and meet your shop's key reporting obligations. This program will cover:

* How the reporting differs from donor recognition
* Where the two sets of standards diverge and converge
* A section-by-section breakdown of each set of standards
* Troublesome unique counting circumstances
* How to deal with reporting for local vs. survey purposes