Jun 10 2021 1:00PM
Counting, Reporting and Administration: A conversation around the importance of documentation
These advancement professionals will discuss the importance of planned giving documentation in the format of who, what, why, and when. The group will discuss welcome procedures, validation/verification processes, discuss what documentation is appropriate for gift type, and the importance of good campaign counting and reporting guidelines. If you have questions in advance, please send them to Jennifer Keyo at firstname.lastname@example.org.