From opening the mail to filing the backup scans, there are a lot of steps to processing gifts. But what’s typically the most efficient approach that also supports diligent financial controls for fraud and theft avoidance? This session has Raiser’s Edge at its core but looks at all the activities that take place outside your CRM, too—especially before and after batch entry. It will lay out a flow that the presenter finds representative of “best practices” for what should happen at each stage of gift entry. This has all been upended by the pandemic and work-from-home, so come hear from an RE and fundraising operations consultant on his observations and recommendations. Don’t worry, they’ll be plenty of RE buttonology discussed as well!