Key Processes for Gift Management
Come talk about all we’ve learned in the past few months: what we can do from home and what we can’t, how we reassess our priorities, and how all these changes are affecting our daily workload. 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.
Benefits of Attending
- Review ways to enhance and improve gift processing and records management operations.
- Explore current issues affecting fundraising and our work. Find out how they impact gift processing, donor records and records management
- Discuss what we’ve learned and make a plan on how to move forward.
Live session: July 15, 1:00 PM EDT
The World is Upside Down, and We’ve Got to Make it Work
Rebecca Weitz, Senior Director, Gift Management, University of Colorado Foundation
Emilio Caballero, Director of Gift and Records Services, Yale University; Amanda Jarman, President, Fundraising Nerd; Karen Sims, Director Gifts & Records Management, North Carolina State University
It’s hard to think of an aspect of humanity that has not been affected by COVID-19. Our world has been transformed, and our home and work lives have changed and collided in many different ways. The bright side? With big obstacles come big opportunities. Come talk about what we’ve all learned in the past few months: what we can do from home and what we can’t, how we reassess our priorities, and how all of these changes are affecting our daily workload. 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
Process Efficiencies for Gift Management in the 21st Century
Rebecca Weitz, Senior Director, Gift Management, University of Colorado Foundation
They say hindsight is 20/20. So why are we in the year 2020, and still doing so much manual work, using so much paper, and relying on programs that were established 20+ years ago? Let’s talk about where you can identify opportunities for process efficiencies: improving basic gift processing; streamlining tax receipts and pledge reminders; monitoring new fund creation and inactivation requests; handling adjustments and reversals; keeping everyone on the same (virtual) page. Through our exploration, you’ll find some low-hanging fruit to take back to your organization for some easy process efficiency wins!
Keep It Clean: Take an Active Approach to Data Hygiene
Amanda Jarman, President, Fundraising Nerd
Dirty, outdated, or missing data keeping you awake at night? There's a lot you can do. Learn how to set, prioritize, and achieve data hygiene goals. We'll talk about solutions like data entry standards and documentation, user permissions, audits, and appends (data purchases). Find out how to use your data hygiene metrics to promote your advancement services team within your advancement team.
Data Governance & Compliance Obligations
Emilio Caballero, Director of Gift and Records Services, Yale University
As the stewards of highly sensitive information, we are obligated to follow many complex standards for privacy, data access, and receipting. This session will discuss some of the basic requirements of PCI/PII, GDPR, FERPA, and even Canadian tax receipts. If you work with constituent data and these requirements are not familiar to you, then this session is a must.
The Matrix: Gift Acceptance Process for Weird and Bizarre Gifts
Karen Sims, Director of Gifts & Records Management, North Carolina State University
We will discuss how to establish processes to sift through the acceptance review matrix of weird and bizarre gifts. We will discuss standard and nonstandard gifts and the process to accept, process, and receipt challenging gifts like conditional pledges, gifts from donor-advised funds, in-kind donations, gifts with premiums/quid pro quo, tribute gifts, anonymous gifts, stock gifts, and planned gifts. We will help you sift through your individual weird gift questions and weird gift stories and compete in the “weirdest in-kind gift” contest. So, bring your stories as we move through the matrix together.
Senior Director, Gift Management, University of Colorado Foundation
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.
Director of Gift and Records Services, Yale University
Emilio Caballero currently serves as the director of gift and records services at Yale University. He brings more than 25 years of experience in fundraising operations, data security and analysis through various data-related positions in his career.
In his current role, he manages the daily operations for biographical, geographical and financial information processing. He has developed several key integrations to synchronize data from external student information systems and online giving and directory systems. He established cross functional workflows and data integrity focused improvements through automation of standard business rules for batch processing.
Prior to Yale, he served as the Deputy Chief Membership Officer for Information Systems at the Metropolitan Museum of Art where he oversaw gift processing, financial reconciliation, records management and data security compliance requirements. He helped establish training programs and other diversity initiatives for future leaders at the Met.
He holds a bachelor's degree in Public Administration from John Jay College and a master's degree in Technology Management from Columbia University.
President, Fundraising Nerd
As the president of Fundraising Nerd, Amanda Jarman has helped dozens of nonprofit organizations make smart use of their donor data and data management systems. Her expertise has been honed during two decades of experience in the nonprofit sector, largely in data management. Before launching Fundraising Nerd in 2013, Jarman served in various fundraising data-related positions at Portland State University, most recently as assistant vice president for advancement services. Before that she served as associate director of advancement services at Lewis & Clark College. She started her career at smaller nonprofits. This experience ignited her passion for scaling big shop tools and techniques to fit shops of all sizes.
Jarman loves sharing her knowledge, and has taught over 1,000 people about donor data management. This is her sixth time serving as a faculty member for this conference, and she has been a two-time repeat faculty member for CASE's Summer Institute in Advancement Services. She also served as an instructor in Portland State University's Fundraising Certificate Program. She previously served on the Association of Advancement Services Professionals (AASP) strategic planning advisory council and its nominations committee, and was honored with the AASP's Emerging Leader Award in 2014.
Director Gifts & Records Management, North Carolina State University
Karen A. Sims currently serves as director gifts and records management at NC State University. Sims brings 20 years of experience within gift processing and donor records management. She is an experienced advancement professional with proven skills in fundraising and financial management, gift administration, policy creation and staff development. She is skilled in the use of consultative approaches to increase efficiency in integration of industry best practices for gift acceptance and data standards.
Sims has served as a board member of the Association of Fundraising Professionals-Eastern PA Chapter for seven years and served as the Ethics and Accountability chair for two years. She has also served as a conference presenter and volunteer with CASE in varying capacities during her membership over the last 12 years. Sims has received the distinction as being a CASE district faculty stellar speaker for multiple years.
She holds a bachelor's degree from DeSales University in management and marketing and a master's degree in educational leadership from Lehigh University.