7B | Delivering on Donor Expectations with a Comprehensive Fund Stewardship Program
Wednesday, Sept. 27
2:30 - 3:30 PM
Sector
Suitable for all sectors
Experience Level
Suitable for all levels
Shop Size
Suitable for any size shop
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Fund stewardship is an essential component of any donor stewardship or donor relations unit. Effective fund stewardship ensures fiduciary duties are met and fund information is transparent. In this session, we will discuss annual endowed fund reporting and processes to ensure endowments and current-use funds are being spent in a timely manner as stated in gift agreements.
In addition, we will discuss fund management best practices and routine reports to ensure donor wishes are being fulfilled. We will showcase UC San Diego’s gift fund reporting system: Stewardship, Transparency, Accountability, and Reporting (STAR), a dashboard reporting system (powered by Cognos) developed by UC San Diego to make gift fund information available to our campus community and advancement team.
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Corinne Cramer
Corinne Cramer's areas of expertise include: Acknowledgments, Stewardship Reporting, Endowment Fund Reporting, Current-Use Gift Fund Reporting and Fund Compliance. She is currently the Director of Donor and Fund Stewardship and Data Resource Services at UC San Diego. Corinne has been with UC San Diego for over 10 years.
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Kris Vasquez
Kris Vasquez's areas of expertise include: Endowment and Current-Use Fund Reporting, Data Analysis and Financial Analysis. He currently serves as a Senior Analyst on the Donor and Fund Stewardship team at UC San Diego. Kris has been with UC San Diego for over 5 years.
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