Skip to main content

CASE

CASE

Main Menu

  • Learning
    • Conferences & Training
      • In-Person Events
      • Online Offerings
    • Online Learning
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • Conference Policies
    • Present at a Conference
    • CASE Academy

    Online Learning

    Illustration of a mouse connected to a book on a yellow background

    Browse CASE's online offerings to find the best virtual programming and training for you and your team.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • News Roundups
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards
    • Research

    CASE Insights on Generative AI in Advancement

    CASE Insights on Generative AI in Advancement

    In this new interactive report, CASE Insights offers a comprehensive approach for adopting generative AI, based on findings from a year-long research study with advancement practitioners.
     

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
      • 2026-2027 Election
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    Giving to CASE

    Giving to CASE

    At CASE, we inspire, challenge, and equip nearly 100,000 advancement professionals across the globe to champion the success of educational institutions and the millions who benefit from them. With philanthropic support we can do more.

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

  • Give to CASE
  • Log in
  • Alerts
  • Search
  • Shopping Cart

Breadcrumb

  1. Home
  2. CASE Awards
  3. Circle of Excellence
University of the Pacific

Endowment Reporting for the 21st Century

Year: 2018
Award Level: Gold
Award Winner(s): University of the Pacific
Award: Circle of Excellence
Category: Advancement Services | Donor Relations
University of the Pacific (California) - Endowment Reporting for the 21st Century
Advertisement
About the entry

The University of the Pacific received a $125 million endowment gift in 2013, of which more than $90 million established a match program for which donors who invest $50K or more get a 1-to-1 match. In its first 162 years, Pacific had 886 individual endowments, and in four years the match has motivated 162 more to be funded. With $70 million still to be matched, the University of the Pacific faced a massive increase in annual reporting. With Snavely Associates' Ovrture product, Pacific revolutionized its approach and are offering each donor their own endowment website, complete with video, impact and financial data. The University of the Pacific now has website activity data to focus their efforts.

From the Judges' Report

The University of the Pacific provided a new way for engagement, executing a relatively new innovation, through reporting via donor portals. The panel considered the planning and implementation design to be excellent in that it fully leveraged the technology resources available. It also provided a great model for institutions exploring options in how to respond to unique and large scale matching opportunities, which many institutions could consider daunting and complex. This particular response showed great stewardship of resources, but did not minimize its creativity in execution. There was a sense of innovative development with clear objectives that stood out. Although UOP used an outside agency, the panel agreed that the model serves as one that could be replicated using either an external vendor, or in house knowledge and resources. Creating a space for donors to engage with information and impact reporting in a user friendly way is a trending issue for institutions. In comparison to other donor portals that have been done, this one stood out as being done very well.

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet
Connect with CASE
  • Facebook
  • Twitter
  • LinkedIn
  • Instagram

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent