Gifts & 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 is a seasoned professional with extensive experience in gift services and data management. She currently serves as the Senior Managing Director of Gift Services at the Wisconsin Foundation & Alumni Association (WFAA). Rebecca leads a team of ten amazing humans who annually process over 140,000 gifts and pledges. WFAA’s Gift Services team is committed to timely and accurate gift processing, collaborative stakeholder support, and continuous innovation.
Before joining WFAA, Rebecca dedicated sixteen years to the University of Colorado Foundation. There, she excelled in managing gifts and records services, reporting, prospect and proposal management, and data analysis. Her efforts were instrumental in developing and implementing significant process improvements for both the CU Foundation and the Office of Advancement at CU.
Rebecca has participated in two major CRM conversions: from Ellucian Advance to UCI’s Ascend and from Blackbaud CRM to Affinaquest. She also has extensive experience with smaller-scale CRMs, including Trailblazer and Neon CRM. Rebecca is dedicated to enhancing operational intelligence and efficiency. She strives to streamline processes and elevate the standards of gift and data services, positioning them as a cornerstone of inspirational and influential advancement practices.
Rebecca is also a recognized speaker and presenter, having contributed to multiple Ellucian conferences, CASE conferences, and the aasp Summit. She has served as Chair and faculty of the CASE Gift & Records Workshop multiple times. Rebecca holds a bachelor’s degree from Franklin & Marshall College and a certificate in professional management from Employers Council.