Association of Donor Relations Professionals
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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 PST
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.


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.

Kristi Hardison, Stewardship Coordinator, University of Colorado Anschutz Medical Campus

Kristi is a stewardship coordinator in the Advancement Office at CU Anschutz. She has worked for CU for 12 years and has discovered her passion. In her role, she coordinates several programs including core stewardship communications, impact reporting, faculty & staff stewardship, and recognition.


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.