1 / 35

2019 UNC System Advancement Symposium

2019 UNC System Advancement Symposium. Annual Endowment Reporting to Major & Principal Gift Donors. Annual Endowment Reporting. A little about me. Candace Clark Executive Director of Donor Relations University of North Carolina at Chapel Hill. Annual Endowment Reporting.

jakei
Download Presentation

2019 UNC System Advancement Symposium

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 2019 UNC System Advancement Symposium Annual Endowment Reporting to Major & Principal Gift Donors

  2. Annual Endowment Reporting A little about me . . . Candace Clark Executive Director of Donor Relations University of North Carolina at Chapel Hill

  3. Annual Endowment Reporting What is the foundation of a solid Donor Relations program? • Stewardship –“thank you” • Acknowledgement –reporting on the gift • how are we using the donor’s gift • what is it’s impact

  4. Annual Endowment Reporting How is your institution structured? • Centralized Donor Relations Functions • Acknowledgements • Reporting Foundation University

  5. Annual Endowment Reporting How UNC is structured? • Decentralized Donor Relations Functions • Acknowledgements • Reporting Foundation University

  6. Annual Endowment Reporting What does this mean for a donor? • A donor could receive reports from: • College of Arts & Sciences • Kenan-Flagler Business School • University Library • UNC Medicine • Scholarships and Student Aid

  7. Annual Endowment Reporting Reporting for one Principal Gift donor: • University Development (1 fund) • College of Arts & Sciences (15 funds) • Kenan-Flagler Business School (3 funds) • University Library (3 funds) • UNC Medicine (1 fund) • Scholarships and Student Aid (1 fund) • Institute for the Environment (1 fund)

  8. Annual Endowment Reporting That’s a lot . . . So what do we do . . .

  9. Annual Endowment Reporting First: What’s our goal? • How, in our decentralized environment, can we use reporting to move a donor forward in a gift discussion? • How can we use reporting to recognize and steward donors at the major gift and principal gift levels who’ve made campaign commitments – many of which are across multiple units?

  10. Annual Endowment Reporting Annual Unified Report • Development leadership, lead unit development officers and donor relations staff across campus agreed that a centralized, unified report was needed • One report • All funds, regardless of administrator • Financial information • Impact (usage) information • Unified Report Task Force was created • Members were from UDO, UNC Medicine, Kenan-Flagler Business School and the College of Arts and Sciences

  11. Annual Endowment Reporting Annual Unified Report – Phase 1 • Review of top 200 donors and prospects for the Campaign for Carolina • Looked at: • Donors who were currently in gift discussions at the major and principal gift levels or who we planned to engage during the campaign • Donors who had made significant commitments already • For FY16, 50 individuals were selected

  12. Annual Endowment Reporting

  13. Annual Endowment Reporting Annual Unified Report – Phase 2 • For FY17, 38 individuals were added to the process for a total of 88 unified reports • Total re-design of report format • Used InDesign to produce • Professional printing using saddle-stitched binding and high res photos • Added Campaign update

  14. Annual Endowment Reporting Annual Unified Report – Phase 3 • For FY18, individuals receiving the report remained at 88 • Added the following: • For donors with scholarships, incorporated current year recipient roster, additional student information and scholarship program impact reports • For donors with family members, produced a simplified version of the unified report for them • Included more impact stories from the Campaign

  15. Annual Endowment Reporting

  16. Annual Endowment Reporting

  17. Annual Endowment Reporting

  18. Annual Endowment Reporting

  19. Annual Endowment Reporting

  20. Annual Endowment Reporting

  21. Annual Endowment Reporting

  22. Annual Endowment Reporting

  23. Annual Endowment Reporting

  24. Annual Endowment Reporting

  25. Annual Endowment Reporting

  26. Annual Endowment Reporting

  27. Annual Endowment Reporting Annual Unified Report – What’s new for FY19 • Considering an additional 10 individuals to be added FY19 • Reviewing current recipients to determine if any should be removed from unified report process • Talking with current recipients to see if any family members should receive a copy of their report • Redesigning the four-page endowment investment piece to include more infographics

  28. Annual Endowment Reporting Annual Unified Report – What’s new for FY19 In July, review of FY19 giving for each unified recipient so report is inclusive of all giving impact, not just to endowment – expendable funds, annual support funds, etc.

  29. Annual Endowment Reporting How has the Unified Report been received? “This is a wonderful report and I deem it the absolute best donor service tool anywhere!” “Hope all is well in Chapel Hill! I just received my 2018 endowment report (combining all three gifts into one presentation). Wow, what a nicely done piece. Well done!” “Great idea! Makes me happy to see what we are doing.” “All my funds in one place – wonderful!”

  30. Annual Endowment Reporting How has the Unified Report been received? “I got my endowment report yesterday. It is one of the most effective tools for donor good will and additional giving I have ever seen. Shared it with my wife and I watched as she read it. She was proud and enthused. As you know, she is not an easy sell. WELL DONE!”

  31. Annual Endowment Reporting How do we feel after reporting season is over?

  32. Annual Endowment Reporting What have we learned? • Donors want to know the impact of their giving to your organization. • Donors want to see the financial impact of their giving to you. • Donors want to hear from and meet students and faculty benefiting from their gifts – cannot hear from them enough. • Your top donors want all of this information is one place.

  33. Annual Endowment Reporting What have we learned? • Start small. • Be personal. • Look at the donor’s full impact across campus – not just to endowments. • Hand deliver them when possible • Great stewardship opportunity • Time to review impact and performance • Discuss future giving

  34. Annual Endowment Reporting What are you doing?

  35. Annual Endowment Reporting Questions? Candace Clark Executive Director of Donor Relations University of North Carolina at Chapel Hill candace_clark@unc.edu 919-962-3967

More Related