Discover how self-service functionality can transform your advancement strategies and elevate the experience for your donors, event sponsors, and other key constituents. In this session, we’ll explore how empowering users to manage their own information can provide lasting value.

Here’s what you’ll learn:

• Simplify Event Sponsorship
  Enable sponsors to conveniently update guest names and event details at their own pace.

• Streamline Recurring Donations
  See how donors can easily update payment details for pledges and recurring contributions.

• Optimize Email Preferences
  Learn how constituents can manage their communication preferences seamlessly, with updates directly tied to your CRM for better decision-making.

• Enhance Scholarship Management
  Discover how scholarship recipients can self-manage their profiles and needs with just a few clicks.

Join us on January 22nd at 1:30 PM eastern. Come with your questions and get ready to explore the possibilities these powerful features can unlock!

Jason Long

Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.