Reporting on donor intent to impact campus spending

Liz Adler and Shannon McBratney
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Liz Adler: Data Manager for Gift Services, University of Colorado Foundation, USA
Shannon McBratney: Director of Gift Compliance, University of Colorado Foundation, USA

Journal of Education Advancement & Marketing, 2021, vol. 6, issue 2, 138-145

Abstract: Have you ever found a US$20 bill in your pocket or wallet that you did not know was there? This is the feeling we are hoping to give our campus partners with our new Fund Purpose Report. Being a large, decentralised university creates many challenges, one of them is how we get everyone on the same page in regard to how gift funds can be spent. This is the question we set out to answer four years ago. Our quest to solve this problem led us to an audit of every single gift fund we have, about 7,000 in total, and the creation of a dynamic report that is now being used across all four of our campuses, greatly impacting our campus spending. In this paper you will read about how we collected our data, how we added this data to our systems in a strategic way and how we transformed this data into a dynamic report.

Keywords: institutionally related foundation; gift fund; reporting; gift compliance; donor intent; spending (search for similar items in EconPapers)
JEL-codes: M3 (search for similar items in EconPapers)
Date: 2021
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