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Endowment Administration

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Anatomy of an Endowment Report
University of Georgia
This interactive guide walks through the components of the university's endowment reports sent each fall to donors and donor representatives of all endowed funds. Reports reflect the fiscal status and growth of each fund. They are developed by the Office of Donor Relations & Stewardship, which works closely with Financial Services to ensure accurate and timely reporting. The university's Report to Donors is also available.

Closing Remarks: Those Enormous Endowments
CURRENTS Article The endowments of the richest U.S. colleges and universities are big and becoming enormous. The author posits that U.S. higher education is losing its way and proposes a way to rectify the disparity between rich and and not-so-rich institutions.

Donor Relations/Customer Service: University of California, Berkeley - Gold Medal
Best Practice Endowment financial reporting in the decentralized fundraising environment at the University of California, Berkeley, led to several business problems. The solution had three principal components: 1) the development of business practices for maintaining linkages between funds and people and for recording opt-out situations, 2) the formation of a multi-disciplinary team to develop a data model that would bring disparate data into one place, and 3) the decision to outsource the preparation and mailing of reports to a vendor with variable printing capabilities. It also had an overarching "mass-customization" philosophy that relied on using technology to tackle the issue of scale.

Donor Relations/Customer Service: Oakland University - Bronze Medal
Best Practice The goals and objectives of "The One Stop Endowment Shop" are to decrease the time necessary to obtain information on endowments and named funds, along with housing the data centrally so the entire university can take advantage of it for business purposes. The reporting tool was created to be user-friendly for the end-user who may not know much about creating reports or about relational databases.

Donor Relations/Customer Service: St. Edwards University - Bronze Medal
Best Practice An embodiment of university-wide collaboration, St. Edward’s Office of University Advancement’s Activity Reports contain meaningful financial and anecdotal information that is gleaned from a variety of sources. The Activity Reports are an important stewardship tool that provides donors with a comprehensive understanding of how their financial support specifically and positively impacts the entire St. Edward’s community.

Sweet Smell of Success
CURRENTS Article The 2007 CASE Circle of Excellence grand gold and gold medal winners profiled in this article have taken their advancement publications, events, and programs to a higher level. These featured winners, however, are a small sample of the 319 winners from 195 institutions.

Present and Accounted for
CURRENTS Article The new climate of accountability has left many institutions scrambling to demonstrate to donors that their gifts are valued, are doing what donors intended them to do, and are continuing to have an impact on the institution’s long-term success. This article chronicles the development of Donor Direct, an online endowment-stewardship tool developed by the University of Texas at Austin to reassure donors that their gifts are being managed properly. In addition to providing standard financial reporting, Donor Direct allows donors and their beneficiaries to connect directly online, building what UT Austin hopes will become lifelong relationships across generations of supporters.

Mining for Gold
CURRENTS Article Profiles of 12 CASE Circle of Excellence 2003 winners. Member institution nominees were judged on the creativity of their alumni relations, communications, and development initiatives, including alumni publications, reunions, constituency giving, stewardship, and alumni relations programs. Profiled winners include Brigham Young University/University of Utah; Columbia College Chicago; Georgia Tech Alumni Association; Goucher College; Imperial College London; the Institute for Shipboard Education; Lehigh University Alumni Association; Monroe Community College Foundation; Pennsylvania State University; the University of Chicago; the University of Iowa Alumni Association; and the University of Miami.

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