Gift Processing 2.0 Webinar Series — Part 3
Some gift types don't just take longer to process; they create exceptions, workarounds, and backlogs that compound over time. This session focuses on the gift types that slow advancement teams down the most and how to handle them correctly in Education Cloud without building a queue of problems you can't keep up with.
Part 3 picks up where our last session left off, going deeper into donor-advised funds and complex gift processing scenarios that standard workflows weren't built to handle cleanly. We'll also show you how to record a blended gift commitment in Education Cloud: a single donor commitment that spans multiple giving vehicles and timelines, from an outright annual fund gift to a future planned gift or campaign pledge.
What We'll Cover
- Donor-advised funds: how to record them accurately, attribute them properly, and avoid the manual workarounds most teams rely on today
- Complex gift types that generate exceptions and how to reduce them at the source
- Processing DAFs at scale without creating reconciliation problems downstream
- How to record a blended gift commitment that spans current giving, planned gifts, and campaign allocations
- How Education Cloud handles these scenarios natively and where QSS™ Accelerators fill the gaps
Your Presenters
Jason Long
SVP of Marketing and Sales, Sleek Consulting
Joan Rees
Advancement Technical Specialist, Sleek Consulting