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August 26, 2016
•August 26, 2016••

Corporate Giving: How to Ease the Transition from a Manual to Automated System

Dear Andy: We have a corporate giving program but our process is totally manual (about 16 different spreadsheets, hundreds of emails), and things are falling through the cracks. I want to move to something automated but am nervous about the transition and losing critical data. What do you recommend to make the transition easier? – Trapped...
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