Reporting for the CASE Campaign and VSE Surveys
Venue: Online Webcast
|Event Date/Time: Oct 05, 2011|
The latest edition of the CASE Reporting Standards and Management Guidelines modified your shop's reporting obligations to your peers. 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? Now is the time to ensure your staff knows what to do so that your reporting process is rigorous but not overwhelming.
Join us online to learn the answers to these questions and best ways to 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
WHO SHOULD ATTEND
Advancement professionals responsible for compiling and reporting fundraising results for CASE or VSE purposes will gain a comprehensive understanding of how to meet the standards, including information about the newest updates.