Transform University Advancement with Box

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Discover how universities modernize gifts agreement workflows with Box and AI. This webinar walks through an end-to-end use case—from intake and templated generation to legal review, approvals, e-Signature, and compliant archival. Learn how advancement and academic stakeholders collaborate securely in one platform, reduce cycle time, strengthen governance, and improve donor and staff experience.

Topics we'll cover:

Common pain points in gifts agreements: version control, clause consistency, and audit readiness
eSignature, records retention, metadata, and automated audit trails
Security, privacy, and compliance considerations for higher education
Metrics that matter: cycle-time reduction, error rates, and stakeholder satisfaction

Speakers

Dan Gould

Team Manager, Customer Success, Box
Daniel Zarazua

Customer Success Manager, Box