Gifts and Records Workshop: Fall Session
This conference is sold out, but spaces are still available in the spring
Save the date:
Gifts and Records Workshop: Spring Session
March 25-27, 2020 | Denver, CO
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 Washington DC 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.
This conference is designed for newcomers and mid-career advancement professionals and professionals with mid-level responsibility.
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
Program
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.
Register now to secure your spot!
$1,030 Early Bird* Member
$1,339 Early Bird* Nonmember
$1,095 Member
$1,425 Nonmember
*Early bird ends Sept. 6, 2019. Registration is online only. CASE accepts payment by check or credit card for conference registration fees.
This conference is sold out.
Save the date:
Gifts and Records Workshop: Spring Session
March 25-27, 2020 | Denver, CO
Hotel & Travel
This conference will be held at
1500 New Hampshire Ave NW
Washington, DC 20036
The conference hotel is sold out. Included below is a list of nearby hotel options:
The conference hotel is sold out. Included here is a list of nearby hotel options:
Embassy Row Hotel
2015 Massachusetts Ave NW
Washington, DC 20036
0.2 miles from conference hotel
The Fairfax at Embassy Row
2010 Massachusetts Ave NW
Washington, DC 20008
0.3 miles from conference hotel
Kimpton Hotel Palomar Washington DC
2121 P Street NW
Washington, DC 20037
0.3 miles from conference hotel
Residence Inn Washington DC/Dupont Circle
2120 P Street NW
Washington, DC 20037
0.3 miles from conference hotel
Kimpton Topaz Hotel
1733 N Street NW
Washington, DC 20036
0.4 miles from conference hotel