We often talk about the importance of building good habits in advancement work. And as we are putting a greater emphasis on building organic and authentic relationships with our donors, nuanced and timely contact reports are key. An often-neglected responsibility, filing a report for donor contacts is one of the most important tools in building institutional relationships. This session supports good habits and accountability in our work, while also addressing the open information act, HIPPA and other considerations needed in the writing of contact reports. This webinar is for all members of the advancement team and will include the following topics:

• Why contact reports matter
• Elements of a strong contact report
• Utilizing staff to assist with contact reports

After purchase, you will receive an email with the webinar and materials.