FundSvcs Community

Hot Topics: Tomorrow: Compliance and Partnering with our Frontline Fundraisers

  • 1.  Hot Topics: Tomorrow: Compliance and Partnering with our Frontline Fundraisers

    Posted 18 days ago

    Good morning, 


    Just a reminder that Hot Topics for Donor Relations/ Gift Compliance will occur Friday, June 4, 2021, at 2 PM EST and we will be focusing on new trends in donor relation compliance and partnering with our frontline fundraisers.


    We are looking for panelists to help lead the call. Please contact me if you are interested. 


    To register, go here. This is free and is just a video call. NC State now requires a passcode, which is 458387. If you register and use the link it might not ask you for the password. 


    Please add your documents here and add your questions here


    For June's Hot Topics, we will have the following panelists: 

    • Mike Walsh, Senior Director of Development for the Engineering Foundation, NC State
    • Hillary Cote, Development Data Analyst, Masonic Medical Research Institute

    I am looking for at least one more Development Officer. 


    If you have volunteered and you do not see your name, then please email me again. I went on vacation 5 min. after our last call and I am just returning. I am very behind on emails. I really do apologize. 


    We are looking for panelists to help lead the call. Please contact me if you are interested. 


    I would like to thank the following April's Hot Topics panelist for her and expertise:

    • Jon Thorsen, Advancement Services Consultant
    • Erin Hanson, Associate Vice President, Donor Relations and Stewardship at Loyola Marymount University
    • Vanessa DiCarlo Carta, Director of Donor Engagement and Stewardship, University of Massachusetts Boston

    Here are the next following topics:


    June 4, 2021, @ 2:00 EST- New trends in donor relation compliance and partnering with our frontline fundraisers. 


    July 9, 2021, @ 2:00 EST (Moved because of July 4th)- Preparing for giving day on the back end. How do your gift processors and gift agreement writers prepare for the big day? 


    August, 6, 2021 @ 2:00 EST-  Virtual currency. 


    September 13, 2021 @ 2:00 EST (Moved because of Labor Day)-  Graduate school funds. Let's talk about fellowships, fellowship funds and trends that are going on the graduate school funds raising and how it is affecting us. 



    If you are interested in participating as a panelist, please contact me. I cannot thank all of our volunteers for joining our calls. 



    See y'all Friday!



    ------------------------------
    Sarah Thomas
    Director Donor Services
    NC State University
    srthoma3@ncsu.edu
    ------------------------------