Index of Conference Presentations by Advancement Services, UC Davis

Below is a list of some of our most recent conference presentations. Clicking on the title will bring you to the online Prezi version of the presentation. Each is also available as a static Microsoft Power Point version. Please reach out to if you would like an alternative version or if you are experiencing any issues viewing the presentations. We'd also love to have your feedback or questions on any or all of these subjects.  

Advancement Services Ambassadors – How to Win over Customers and Influence People

When we rolled out our centralized gift processing system and process in 2016, we successfully implemented a new-to-us customer service model as well that hinged on a new role -- the Business Relationship Manager (BRM).   Our BRMs are much more than business systems analysts. They are business-to-technology interpreters, relationship builders, customer advocates, diplomats, and Scrum product owners. In other words, they are Advancement Services Ambassadors. Join us as we talk about the BRM role, why we went with this model, and the joys and sorrows we experience(d) along the way. We will also provide tips on how you, too, can cultivate a team of Advancement Ambassadors, regardless of the size of your institution.

Centralized Gift Processing at UC Davis: Our Journey to GREATness

Until two years ago, all private donations to UC Davis were processed in a decentralized environment, a proven donor-centric mode of raising funds, but when it comes to processing them? Not so much. Seeking to change this, we investigated off-the-shelf solutions from vendors, but they either proved prohibitively expensive or did not match our needs. Instead, we decided to build our own solution -- a daunting task, but also an exciting opportunity. In 2016 we launched our centralized gift processing system: the Gift Reporting, Entry, And Tracking web application and electronic cashier system -- or GREAT, for short.  What used to be a tangled mess of paperwork and non-standardized processes is now a streamlined, transparent and PCI-compliant centralized gift processing system that reliably ensures donor intent and facilitates quick and easy fund dispersal into intended campus accounts.  Join me as I share how we navigated this GREAT journey -- one that brought us from gift processing ground zero to CASE Grand Gold/Platinum.

Collaborative Advancement Services Goal Setting: Managing Competing and Changing Priorities

Feeling oversubscribed, overworked, overprojected? Does it seem like you can’t finish projects because something suddenly becomes more important? Do you have stakeholders that can’t tell what your team is even DOING all day? In this session, we will explore how UC Davis Advancement Services projects get chosen each fiscal year, and how this process provides both transparency and accountability to organizational stakeholders at all levels. We will also discuss how we address the inevitable mid-year MOST IMPORTANT PROJECT EVER that comes out of left field. You will leave this session with practical tools to practice this at your own institution.

Gift Agreements at UC Davis: The 411

In the midst of our second comprehensive campaign, UC Davis produces over 800 gifts agreements per year. (That’s kind of a lot.) In response to this volume, we developed a scalable business process and education packet that we deliver regularly to our frontline fundraisers. Join me for the “411” on all things gift agreements at UC Davis. I will talk about what we always put in our agreements, what we never put in our agreements, who makes the final decisions and how we manage the volume. We’ll also talk about how we handle gifts in kind from horses to priceless works of art.