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October 21, 2021 Webinar: Leaner, Cleaner, but Not Meaner: Examining How to Consolidate and Encourage Spending of Underutilized Funds
Thursday, October 21, 2021, 10:00 AM - 11:00 AM PDT
Category: Webinars

ADRP October Webinar: Leaner, Cleaner, but Not Meaner: Examining How to Consolidate and Encourage Spending of Underutilized Funds

Thursday, October 21, 2021
10:00 AM – 11:00 AM (PT) / 1:00 PM – 2:00 PM (ET)

Register today

Members: FREE | Non-Members: $75
Can't attend? All registrants receive links to the webinar recording & slides via email after the presentation!
 

Full participation in the ADRP 20201 Webinar Series is equivalent to 12 points (one point per webinar) of Education credit for the CFRE International application for certification and/or re-certification.


Thank You to Our Webinar Sponsor!

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About the Webinar

Do you have a lot of unspent funds at your organization? Do fund managers even understand how to spend those funds? Do you have a lot of funds with $0 balances and no incoming gifts? This webinar will walk through the process we used to clean up our underutilized funds, train fund managers to spend funds, and address plans to spend down large balances that have been underutilized. Getting funds spent according to donor intent is a crucial part of the stewardship process for a donor and their gift.

Learning Objectives:

  1. Why and how is spending funds in a timely and appropriate manner a donor relations function?
  2. Learn the process behind evaluating and cleaning up underutilized funds at your organization. 
  3. Tools to help donor relations professionals show business partners the importance of the process and provide training to those partners.

Target Audience

Suitable for all audiences

Shop Size

Medium Shop (6-10 staff), Large Shop (11+ staff)

Expertise Level

Suitable for all levels

Speakers

Nicole Rodriguez, Benefactor Relations Manager, University of Colorado Anschutz Medical Campus

Nicole is the benefactor relations manager in the Advancement Office at the CU Anschutz Medical Campus. She oversees all stewardship, impact reports, fund management, acknowledgments, and recognition. She enjoys telling stories of benefactor generosity and celebrating the impact of philanthropy.

Kailyn Gramly, Stewardship Coordinator, University of Colorado Anschutz Medical Campus

Kailyn Gramly joined the Office of Advancement at the University of Colorado Anschutz Medical Campus in 2016. After starting as an office administrative assistant, she quickly found her passion in stewardship and benefactor relations. She has now been in her stewardship coordinator position for more than four years, and has loved every second! She handles all acknowledgment efforts for five schools and colleges across campus, fund management and gift agreements, impact reporting, benefactor recognition, and much more. She enjoys informing and engaging benefactors through meaningful and consistent communication and reporting on the impact of their philanthropy.


Please notify the ADRP office 24 hours in advance of the webinar if you have not yet received your registration link.
ADRP members can access past webinars at any time by visiting the webinars page of the ADRP website and selecting "Missed a Webinar?" at the top of the page.