1. 2019 UNC System Advancement Symposium
Annual Endowment Reporting to
Major & Principal Gift Donors

2. Annual Endowment Reporting
A little about me . . .
Candace Clark Executive Director of Donor Relations University of North Carolina at Chapel Hill

3. What is the foundation of a solid Donor Relations program?
Annual Endowment Reporting
What is the foundation of a solid Donor Relations program?
Stewardship –“thank you”
Acknowledgement –reporting on the gift
how are we using the donor’s gift
what is it’s impact

4. How is your institution structured?
Annual Endowment Reporting
How is your institution structured?
Centralized Donor Relations Functions
Acknowledgements
Reporting
University
Foundation

5. How UNC is structured? Annual Endowment Reporting
Decentralized Donor Relations Functions
Acknowledgements
Reporting
University
Foundation

6. What does this mean for a donor?
Annual Endowment Reporting
What does this mean for a donor?
A donor could receive reports from:
College of Arts & Sciences
Kenan-Flagler Business School
University Library
UNC Medicine
Scholarships and Student Aid

7. Reporting for one Principal Gift donor:
Annual Endowment Reporting
Reporting for one Principal Gift donor:
University Development (1 fund)
College of Arts & Sciences (15 funds)
Kenan-Flagler Business School (3 funds)
University Library (3 funds)
UNC Medicine (1 fund)
Scholarships and Student Aid (1 fund)
Institute for the Environment (1 fund)

8. Annual Endowment Reporting
That’s a lot . . .
So what do we do . . .

9. First: What’s our goal? Annual Endowment Reporting
How, in our decentralized environment, can we use reporting to move a donor forward in a gift discussion?
How can we use reporting to recognize and steward donors at the major gift and principal gift levels who’ve made campaign commitments – many of which are across multiple units?

10. Annual Unified Report Annual Endowment Reporting
Development leadership, lead unit development officers and donor relations staff across campus agreed that a centralized, unified report was needed
One report
All funds, regardless of administrator
Financial information
Impact (usage) information
Unified Report Task Force was created
Members were from UDO, UNC Medicine, Kenan-Flagler Business School and the College of Arts and Sciences

11. Annual Unified Report – Phase 1
Annual Endowment Reporting
Annual Unified Report – Phase 1
Review of top 200 donors and prospects for the Campaign for Carolina
Looked at:
Donors who were currently in gift discussions at the major and principal gift levels or who we planned to engage during the campaign
Donors who had made significant commitments already
For FY16, 50 individuals were selected
University Development Donor Relations coordinated the efforts
Worked with each school/unit across campus to obtain impact (usage) information on each fund being reported on
Designed format of report
Collected information, dean letters, photos, student and faculty profiles
Produced each report

12. Annual Endowment Reporting

13. Annual Unified Report – Phase 2
Annual Endowment Reporting
Annual Unified Report – Phase 2
For FY17, 38 individuals were added to the process for a total of 88 unified reports
Total re-design of report format
Used InDesign to produce
Professional printing using saddle-stitched binding and high res photos
Added Campaign update

14. Annual Unified Report – Phase 3
Annual Endowment Reporting
Annual Unified Report – Phase 3
For FY18, individuals receiving the report remained at 88
Added the following:
For donors with scholarships, incorporated current year recipient roster, additional student information and scholarship program impact reports
For donors with family members, produced a simplified version of the unified report for them
Included more impact stories from the Campaign

15. Annual Endowment Reporting

16. Annual Endowment Reporting

17. Annual Endowment Reporting

18. Annual Endowment Reporting

19. Annual Endowment Reporting

20. Annual Endowment Reporting

21. Annual Endowment Reporting

22. Annual Endowment Reporting

23. Annual Endowment Reporting

24. Annual Endowment Reporting

25. Annual Endowment Reporting

26. Annual Endowment Reporting

27. Annual Unified Report – What’s new for FY19
Annual Endowment Reporting
Annual Unified Report – What’s new for FY19
Considering an additional 10 individuals to be added FY19
Reviewing current recipients to determine if any should be removed from unified report process
Talking with current recipients to see if any family members should receive a copy of their report
Redesigning the four-page endowment investment piece to include more infographics

28. Annual Unified Report – What’s new for FY19
Annual Endowment Reporting
Annual Unified Report – What’s new for FY19
In July, review of FY19 giving for each unified recipient so report is inclusive of all giving impact, not just to endowment – expendable funds, annual support funds, etc.

29. How has the Unified Report been received?
Annual Endowment Reporting
How has the Unified Report been received?
“All my funds in one place – wonderful!”
“This is a wonderful report and I deem it the absolute best donor service tool anywhere!”
“Hope all is well in Chapel Hill! I just received my 2018 endowment report (combining all three gifts into one presentation). Wow, what a nicely done piece. Well done!”
“Great idea! Makes me happy to see what we are doing.”

30. How has the Unified Report been received?
Annual Endowment Reporting
How has the Unified Report been received?
“I got my endowment report yesterday. It is one of the most effective tools for donor good will and additional giving I have ever seen. Shared it with my wife and I watched as she read it. She was proud and enthused. As you know, she is not an easy sell. WELL DONE!”

31. How do we feel after reporting season is over?
Annual Endowment Reporting
How do we feel after reporting season is over?

32. What have we learned? Annual Endowment Reporting
Donors want to know the impact of their giving to your organization.
Donors want to see the financial impact of their giving to you.
Donors want to hear from and meet students and faculty benefiting from their gifts – cannot hear from them enough.
Your top donors want all of this information is one place.

33. What have we learned? Annual Endowment Reporting Start small.
Be personal.
Look at the donor’s full impact across campus – not just to endowments.
Hand deliver them when possible
Great stewardship opportunity
Time to review impact and performance
Discuss future giving

34. Annual Endowment Reporting
What are you doing?

35. Annual Endowment Reporting
Questions?
Candace Clark Executive Director of Donor Relations University of North Carolina at Chapel Hill