Name
Take your Gift Agreements to the NEXT LEVEL with UCONN
Description
Earlier this year, UCONN Foundation was recognized by CASE with the 2021 District I Silver Award for their Gift Agreement Workflow process.
This process was born from the struggles of today’s virtual-work environment. Like most non-profits, UCONN needed a strong system that could help them work with different departments, maintain an audit trail, create, manage and finalize gift agreements, and overall provide an efficient working environment for their staff.
Join UCONN’s Jennifer Sargent and Patricia Salzillo, and PairSoft’s Holly Condon, as they dive into the strategy, implementation, and outcomes of this CASE award-winning process and why it is distinctive.
Organization Type
Foundations, Higher Education Institutions
Track
Fundraising & Marketing
Job Type
Accounting, Development / Advancement, Executive
Solution Focus
Fundraising
Blackbaud Solutions
Blackbaud CRM™, Blackbaud Financial Edge NXT®, Financial Edge®
Knowledge Level
Basic: 0-1 years of experience with the topic/product; looking for a basic introduction, Advanced: 3+ years of experience with the topic/product; well-versed in all functions‚ looking to learn complexities and new trends, Intermediate: 1-3 years of experience with the topic/product; comfortable with basic functions; looking to dive deeper