3 Takeaways from CASE Gift and Records Conference

This year’s CASE Gift and Records Conference is underway and there is a lot happening in this space. Gone are the days of rote typing. Paper files aren’t going away yet, but digital imaging is on the move. Here are three great takeaways so far:

  1. Outsourcing is the new black. While it’s not for everyone, it’s on everyone’s mind.
  2. Metrics can work for the back office. Having data gets your team some skin in the game (and can help improve outcomes).
  3. Perception and exception management remains a core challenge. If we can control the anecdotal distractions, we can better serve our donors.

Have a look here to see the prezi I presented on what’s next for the industry. Happy fundraising!

P.S. For those at the session, click here for a listing of charity registration firms.

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