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Recording: Matching Gift Administration: It’s Not What It Used To Be
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 Export to Your Calendar 1/1/2030
Where: Online Live Webinar
United States
Presenter: Gail Ferris, Ann House, and Mary Prats
Contact: 651-968-8382


Online registration is available until: 1/1/2030
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Price: Members $79 | Nonmembers $129

Original Presentation Date: September 2019

Sponsored by:

HEPdata

Description:

The webinar will discuss the basics of matching gifts, how the processing of matching gifts has evolved, and the challenges, decisions and best practices in current matching gift administration.

About the Presenters:

Gail Ferris Gail Ferris is the assistant vice president for advancement administration at The George Washington University. His oversees gift agreement administration, biographical records, gift processing, and database services/reporting.

Immediately before GW, he was director of technology and information services in American University's Office of Development and Alumni Relations. He has also served in advancement services roles at Yale University, Georgetown University, World Wildlife Fund, US Holocaust Memorial Museum, and Catholic University of America.

A founding member of the Association of Advancement Services Professionals, Ferris has served as its president and is currently chair of its Education Committee. He served 10 years on the faculty of the CASE Summer Institute for Advancement Services, chairing the institute twice, and has chaired the Gift Processing and Donor Records Workshops twice.

He is the recipient of the CASE Crystal Apple Award for outstanding teaching and has authored chapters in several books published by CASE. He holds a BA from Yale University, a JD from the University of Cincinnati, and an MBA from the University of New Haven.

Ann HouseAnn House retired after working for 40 years at the University of Miami. She worked in advancement services at the University of Miami since 1981 and served as Associate Vice President for Advancement Services. She supervised a staff of 39 and managed services including gift processing, information services, prospect management, gift agreements, data management, talent management, orientation, training, financial reporting, budget, personnel, policies and procedures, and facilities for a central and de-central division of 350 employees. During her tenure, she supported three comprehensive campaigns with totals exceeding $3.5 billion.

House was the first member from advancement services to serve on the Council for Advancement and Support of Education’s (CASE) Commission on Philanthropy. She also served on CASE’s committee editing the fourth edition of the CASE Reporting Standards and Management Guidelines. In 2016, she was awarded the Jonathan Lindsey Lifetime Achievement Award, which at the time had only been awarded by aasp three previous times.

House, who has been a speaker for various professional organizations, received her M.B.A. from the University of Miami and a B.A. from Duquesne University. She currently sits on the board of the Girl Scouts of Tropical Florida. Since retirement she has consulted for Big Brothers Big Sisters, the Miami Dade College Foundation, the Girl Scouts of Tropical Florida, and Jackson Health Foundation.

Ann HouseMary Prats is currently working with Ann House Consultants. She is the former Executive Director of Advancement Services at the University of Miami. She joined the University in 1997. She supervised a staff of 15 and oversaw the financial processing on the alumni/donor database and the imaging of donor documents for the University. She served in this role during the University’s two comprehensive fundraising campaigns which totaled $3 billion. Mary was a part of the core team that was instrumental in the advancement database conversion to Raiser’s Edge. She is a graduate of the University of Miami with a BA in Accounting.