{"id":583,"date":"2022-11-30T14:14:36","date_gmt":"2022-11-30T14:14:36","guid":{"rendered":"https:\/\/advancement-services.ncsu.edu\/roadmap\/?page_id=583"},"modified":"2023-10-10T20:51:05","modified_gmt":"2023-10-10T20:51:05","slug":"optimizing-the-gift-agreement-process","status":"publish","type":"page","link":"https:\/\/advancement-services.ncsu.edu\/roadmap\/road-map-projects-2022-23\/optimizing-the-gift-agreement-process\/","title":{"rendered":"Optimizing the Gift Agreement Process"},"content":{"rendered":"\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"has-wolfpack-red-color has-text-color wp-block-heading\"><strong><strong><strong><strong><strong><strong><strong><strong><strong><strong>Optimizing the Gift Agreement Process<\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/strong><\/h2>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>Project Chair: Carrie Bhada<\/strong><\/p>\n\n\n\n<p><strong>Project Group:<\/strong><br>Brian Davis<br>Sarah Lawlor<br>Brent McConkey<br>Katherine Miller<br>Tina Morrison<br>Jill Orrr<br>Michelle Phillips<br>Lauren Welch<\/p>\n\n\n\n<p><strong>Project Description:<\/strong> <\/p>\n\n\n\n<p>Initiate an assessment of the gift agreement process to identify improvements in areas such as workflow, role clarity, limitations based on endowment level, etc., in order to enhance the giving experience for donors, improve the effectiveness of staff, reduce complexities, and ensure compliance. Deliver a set of recommendations addressing the areas listed above and any others identified in the assessment process.<\/p>\n\n\n\n<p><strong>Project Updates:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>External process map created<\/li><li>Pre-agreement checklist developed<\/li><li>Educational needs\/opportunities identified and outlined<\/li><li>Leadership direction\/support for implementation of recommendations and appropriate change-management communications<\/li><\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Optimizing the Gift Agreement Process Project Chair: Carrie Bhada Project Group:Brian DavisSarah LawlorBrent McConkeyKatherine MillerTina MorrisonJill OrrrMichelle PhillipsLauren Welch Project Description: Initiate an assessment of&#8230;<\/p>\n","protected":false},"author":16,"featured_media":0,"parent":572,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-landing.php","meta":{"footnotes":""},"class_list":["post-583","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/pages\/583","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/comments?post=583"}],"version-history":[{"count":3,"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/pages\/583\/revisions"}],"predecessor-version":[{"id":650,"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/pages\/583\/revisions\/650"}],"up":[{"embeddable":true,"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/pages\/572"}],"wp:attachment":[{"href":"https:\/\/advancement-services.ncsu.edu\/roadmap\/wp-json\/wp\/v2\/media?parent=583"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}