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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 FundsThursday, October 21, 2021 This webinar has passed. If you are an ADRP member, you can access past webinars on our Webinar Materials page. Members: FREE | Non-Members: $75 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!About the WebinarDo 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:
Target AudienceSuitable for all audiences Shop SizeMedium Shop (6-10 staff), Large Shop (11+ staff) Expertise LevelSuitable for all levels SpeakersNicole 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. |