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      Back to Navigating a CRM Transition in Fundraising & Advancement
      Navigating a CRM Transition in Fundraising & Advancement
      Navigating a CRM Transition in Fundraising & Advancement

      Navigating a CRM Transition in Fundraising & Advancement

      Date & Time:

      June 11, 2025 | 2:00 - 3:00 PM ET

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      https://learn.case.org/URL/CRMTransitionJune25

       

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      Item Details:
      Fundraising and advancement CRMs are critical to an institution’s success, supporting donor relations, gift processing, engagement, and analytics. But transitioning to a new CRM can be a daunting task, impacting teams across advancement services, annual giving, major gifts, and alumni engagement....
      Back to Navigating a CRM Transition in Fundraising & Advancement
      Fundraising and advancement CRMs are critical to an institution’s success, supporting donor relations, gift processing, engagement, and analytics. But transitioning to a new CRM can be a daunting task, impacting teams across advancement services, annual giving, major gifts, and alumni engagement. Join our expert panel to learn how they navigated the pathway to a successful CRM transition in higher education fundraising and advancement. Hear firsthand experiences, key lessons, and strategies to ensure your institution is prepared for a smooth implementation.
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