Session 7D - Making Finance Work For You - Understanding the

Finance Side of Stewardship

Thursday, September 20, 2012
2:40 p.m. - 3:40 p.m.

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Description: Yale Funds Management has been working to build a cooperative process to allow monitoring of gifts from the first dollar received to the end of the gift's life for spendable gifts, or in perpetuity for endowment gifts. This experience has led to the development of key understandings and best practices we would like to share. Our perspective from "the other side of the fence" will provide insight into the financial side of gift management. We will present detailed ideas for how to make available technology work for fundraisers.

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

Speaker Bio: Matt Pretka

Matt Pretka Is a business-analyst, software developer at Yale University.  In close collaboration with the Office of Development, he has successfully led Yale's Funds Management team through a complete renovation of the award set-up process.  Known as the "user-friendly geek," clients praise Matt for his unique approach to helping apply technology to business problems.  Matt is currently working to develop a scholarship selection and allocation process.



Speaker Bio: Chris Watkins

Chris Watkins is the Operations Manager for Yale University's Funds Management.  Over the past four years, she has directed the process re-engineering of Yale’s gift administration business function by working closely with ITS, the Finance Team, the Office of Development and the Provost Office.  She and Matt are known unofficially as "the dynamic duo."