Session 6B - Endowment Fund: Reporting Big and Small,

First-Timer and Pro!

Thursday, September 20, 2012
1:20 p.m. - 2:20 p.m.

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Description: The thought of endowed fund reporting can be daunting whether you are a first-timer or a seasoned donor relations-stewardship professional.  Looking at the moving parts and pieces of endowed funds and choosing those data elements that your institution can accurately report on is the best way to engage in this process.  This session will cover the first steps of gathering endowment information to the celebration you will have when your endowment report package wowing your donors.  Even if you are an endowment report expert, you may learn some new tips and tricks to add to your endowed fund reports.

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

Speaker Bio: Corinne A. Cramer

Corinne Cramer has been with Advancement Services at UC San Diego for over 4 years.  She is currently the Manger of Donor and Fund Stewardship.   UC San Diego’s Stewardship office oversees endowment fund reporting, namings, endowed chairs and the publication of the annual Honor of Donors, as well as other institution fund reporting. Corinne has previously worked at the University of Montana, Missoula, Duke University and many private companies in the Human Resources area.  UC San Diego Donor and Fund Stewardship recently won a, Gold - CASE District VII award (Council on Advancement and Support of Education) for their 2011 endowed fund reporting to donors.