Gifts and Records Workshop: Spring Session
Records management and gift processing are sometimes located in the same office, or handled in separate departments, but their processes are inextricably linked and better together.
Join us in Denver to review core concepts—legal framework, quality control, gift counting guidelines and workflow management. Learn about evolving areas: focused one-day campaigns, lockbox, crowdfunding, OCR and other fully automated auditing and processing tools.
Benefits of Attending
- Review ways to enhance and improve gift processing and records management operations.
- Explore current issues and trends in fundraising and find out how they impact gift processing, donor records and records management.
- Acquire a deeper understanding of the CASE Reporting Standards and Management Guidelines for Educational Fundraising, and learn how to apply them in your work.
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 Conference Chair
Rebecca Weitz currently serves as the senior director of gift management at the University of Colorado Foundation. During her 15-year tenure at the CU Foundation, she has managed gift processing, records management, reporting, prospect and proposal management, and data analysis. She has worked to develop and implement extensive process improvements and efficiencies for the CU Foundation and the Office of Advancement at CU.
Weitz 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.