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8F | Managing Unspent Endowment Payouts

Wednesday, Sept. 27
4:00 - 5:00 PM

Sector
Private College/University, Public College/University, Private Secondary School, Healthcare

Experience Level
Early-career (4 - 7 years),
Mid-career (8 - 12 years)

Shop Size
Suitable for any size shop

Category
Gift acceptance/management

While endowments are often the lifeblood of an institution, they can also be the source of many headaches. Identifying and managing unspent endowment payouts can be a laborious but worthwhile process.

Properly managing, spending, and reporting on the use of donors' funds can position you to clearly demonstrate the impact of their contributions, as well as create the opportunity to ask for an additional gift. Participants will learn how to identify and organize unspent payouts; articulate the importance of appropriate spending to your organization's key constituents; and troubleshoot problems.

 

Carrie Collins

Carrie Collins is the Chief Advancement Officer at Philadelphia College of Osteopathic Medicine (PCOM), where she is responsible for fundraising, alumni engagement, and helping to advance the College’s Strategic Plan “PCOM2020: A Shared Vision.”  In her first fiscal year at PCOM, she recruited and retained an outstanding team, whose work led to a 34 percent increase in total commitments over the previous fiscal year.

Prior to her tenure at PCOM, Carrie was the Vice President of Institutional Advancement at University of the Sciences, where she oversaw fundraising, alumni relations, marketing and communications, and university events to advance the university’s mission.  Before moving to Philadelphia, Carrie was the Executive Director, Gift Planning and Stewardship at Duquesne University in Pittsburgh.  A “recovering lawyer,” Carrie was an attorney in private practice, with experience in estate and corporate matters, before entering the world of advancement.

Carrie is a member of the CASE Commission on Philanthropy, on the editorial board of the Journal of Education Advancement and Marketing. Carrie graduated with a BA from the University of Pittsburgh, summa cum laude, Phi Beta Kappa, secured a JD from the University of Pittsburgh School of Law,and a MA in Leadership and Liberal Studies from Duquesne University.