Gifts and Records Workshop
Explore the trends in digitization that help us communicate, connect, and collaborate in new and exciting ways, and how you can use accessible tools for onboarding, training, and teambuilding.
We’ll also review core concepts needed such as data governance and compliance obligations; identify opportunities for process efficiencies and improving basic gift processing; learn how to set, prioritize, and achieve data hygiene goals; and discuss standard and nonstandard gift processes.
The 2022 conference sold out, register today to secure your spot!
Learning Objectives
- Review industry best practices to enhance and improve gift processing and records management operations.
- Explore resolutions to current issues affecting fundraising and discuss how they impact gift processing, donor records and records management.
- Discuss the CASE Global Reporting Standards and develop strategies on setting up robust models of reporting.
- Evaluate how data and analytics help with decision making.
- Discuss ways to diversify processing and data management standards.
- Enhance your interpersonal skills to build strong professional relationships.
- Discuss the importance of practicing diversity, equity, inclusion and belonging in advancement.
Who Should Attend
- Advancement services professionals
- Gift analysts and processors
- Records analysts
- Gift processing/records management leads and managers
- Alumni and membership records staff
Meet Your Chair
Rebecca Weitz
Rebecca Weitz has served as Senior Managing Director of Gift Services for the Wisconsin Foundation & Alumni Association since May 2021. Prior to WFAA, Rebecca spent fifteen years with the University of Colorado Foundation. During her tenure at the CU Foundation, Rebecca managed gift and records management, reporting, prospect and proposal management, and data analysis. She worked to develop and implement extensive process improvements and efficiencies for the CU Foundation and the Office of Advancement at CU.
Rebecca has served as conference speaker and presenter at multiple Ellucian conferences, CASE conferences, and the AASP Summit. She holds a bachelor's degree from Franklin & Marshall College and a certificate in professional management from Employers Council.