Events in Advance
Event attendance is one of the variables that correlates with gift size, major gift donors, consistent annual donors, and can be predictive of future prospects and donors. The President’s Office often relies heavily on the event information available in the Advance database when planning presidential trips and trying to arrange appointments with prospects. Any event sponsored by Case Western Reserve University needs to be entered into Advance under the Biographic - Activities section. Events Maintenance Training is available to Advance users to ensure the proper tracking of event attendees. Click here for information on Advance training sessions and here for Events training manuals.
How to request an Event Code
Email firstname.lastname@example.org with the name and date (month/day/year) of the event in the request; multiple event codes may be requested at one time. The event code information will be e-mailed to the requestor within 24 hours after Advancement Services receives the request. The requesting department should keep a list of their requested event names & codes for future reference.
Once you have the Event Code
Once the event code is obtained, the trained Advance user should utilize the event loader report or manual event entry to update the list of entities who were invited to and attended said event.