Session 4B - No Fund Left Behind: Five Simple Steps to

Systematize Current Use Reporting

Wednesday, September 19, 2012
4:00 p.m. - 5:00 p.m.

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Description:
- Are you sending a $20,000 endowed fund donor more regular and personalized reports than a $200,000 current use donor?
- Does it seem like you don’t have the bandwidth to systematically report on current use funds?

Georgetown donors receive personalized report packages on current use and endowed funds.  Donors feel well stewarded, and staff can focus on other strategic initiatives throughout the year.  It does not take an army, just a streamlined system. You can do it, too. Julie will reveal how in five simple steps. No fund will be left behind. Your sanity will be spared, too.

Sector: Higher Education
Expertise Level: Suitable for all levels
Shop Size: Suitable for any size shop
Subject Focus: Current Use Reporting


Speaker Bio: Julie Bostian

Julie Bostian is Associate Director of Stewardship at Georgetown University. She has 9 years of experience in strategic development communications, grant writing and corporate relations. At Georgetown, she oversees stewardship for the medical center and for scholarships. During her tenure, Georgetown stewardship has increased the response rate of scholarship students to “thank you” requests from 60% to 95%, through a strategic partnership with its financial aid office.  Julie is CFRE-certified and received a 2010 Colleague Recognition Award for her work engaging financial and administrative leadership in stewardship compliance.