Principles of Stewardship: The Power of Data Maintenance

Date: Monday, March 24, 2025
Time: 10:30 AM - 12:00 PM
Location: https://ucla.zoom.us/j/96688416682; Meeting ID: 966 8841 6682

Presenter(s):
Drew Carpenter, Data and Reports Analyst, Donor Relations
Tuesdee Darnell, Associate Director, Donor Relations Projects and Data Management, Donor Relations

Target Audience: New and existing External Affairs staff who maintain donor information in CRM

This is an introductory course on the subject of understanding and maintaining biographic and recognition information for donors. The intention of this training is to provide External Affairs staff members with knowledge of the standards, best practices and expectations as it pertains to collecting and maintaining donor information.

Join Zoom Meeting:
https://ucla.zoom.us/j/96688416682

Meeting ID: 966 8841 6682

One tap mobile
+12133388477,,96688416682# US (Los Angeles)
+16692192599,,96688416682# US (San Jose)

Class Objectives:

Maximizing your use of CRM when accessing donor information
Department responsibilities for maintaining data
De-mystifying recognition credit for donors
Resources and tools for maintaining biographic and recognition information for donors