From the archive

Endowment agreement reporting: keeping forty funds' promises straight

Endowment agreement reporting: keeping forty funds' promises straight

One endowed fund is easy to steward. You know the donor, you know the purpose, you send the report. Forty endowed funds is a different problem entirely. Each one has its own purpose, its own spending

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How advancement services can run donor file audits without a summer of temp staff

How advancement services can run donor file audits without a summer of temp staff

Every advancement services team knows the ritual. Once a year, often in summer, the donor file audit begins. Someone pulls a sample of gift files, or tries to review all of them, and checks each one a

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Pledge reminders that don't feel like collections calls

Pledge reminders that don't feel like collections calls

There is a version of the pledge reminder that donors dread and gift officers hate making. It arrives cold and lands like an invoice from a stranger. It treats a gift, one of the most generous things

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The stewardship handoff: a checklist for when a gift officer leaves

The stewardship handoff: a checklist for when a gift officer leaves

A gift officer gives notice on a Friday. They manage a hundred and fifty relationships, some of them decades deep, a few of them mid-conversation about seven-figure commitments. In two weeks they are

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