Skip to main content
2024 Bridge Conference Main banner
Back

Champions Spark in Labs

Strategies for Selecting the Right Donation Processing Solution for Your Organization

Audience: Practitioner: Been around - looking to spark new ideas

Friday, August 2, 2024
9:10 AM – 10:10 AM EST
Location: Solutions Showcase - Champion Lab 1
Presentation Summary: At this enticing and important session, you’ll review the benefits and potential drawbacks of both performing caging and cashiering in-house and outsourcing these processes. We’ll uncover for you the top things to look for when vetting new providers (or vetting the first), including information about security, technology, service levels, business continuity plans and credentials to look for. You’ll also learn how to partner with the selected vendor to ensure ongoing collaboration that supports your growth. And you’ll discover how to address setting up your in-house processing, including security and business continuity as well as process flows and staffing to consider.

So don’t hesitate to join the four presenters of this session, including a solutions provider, a consultant, and two nonprofits representatives who are tasked with working with in-house or outsourced caging/cashiering solutions.

Learning Objectives:

  • Compare in-house, outsourced and hybrid options from multiple vantage points and outline pros/cons of each option in order to select the solution that is best for your organization at this time
  • Budget key points and concerns, and security and compliance requirements for each option
  • Select an outsourced solution from writing an RFP for outsourcing options to working through the contract. And how to work with your vendor from onboarding to working together. Generally, the right questions to ask to get to the right match for your organization’s volumes and unique needs