Fund management is an essential component of providing financial transparency to our donors which ensures our fiduciary responsibilities are met. In this session we will discuss endowed fund reporting as well as processes to ensure endowment spend allocations and current-use funds are being spent in a timely manner and how the donor intended. We will also discuss fund management best practices to ensure donor's wishes are being fulfilled. Foundation project Administration was established within University Advancement as a resource for campus partners. As fiduciaries of donor funds, Foundation Project Admin offers support, guidance, education, and training on the use of Foundation funds. We perform financial compliance reviews for departmental spending of restricted funds ensuring they are spent timely and according to donor intent. As donors are inspired to give, we have a shared responsibility to ensure their support is spent as intended. We strengthen our donor's relationship with the university through financial transparency with impact reporting for future contributions

Session Description: In this interactive event, two teams of experienced fundraisers will tackle a surprise fundraising challenge, live, in a cooking-show inspired competition! They'll accept your feedback as they "cook," and you'll determine their fate over three rounds of surprises. See it unfold live as the teams respond and share their perspectives on today's biggest advancement challenges. You’ll decide what happens each round and who will be crowned the Throwdown! champions. Be ready to offer your take on key topics, including organizing campaigns, balancing revenue and participation, and engaging an inclusive donor base. It's a CASE session like nothing you've seen before!

Session Description: Learn how UC Berkeley embarked on the hard work of bringing a decentralized advancement community together to address its pipeline health needs. In the final chapter of our $6B Light the Way Campaign, we are turning our attention to the mid-level portion of the pipeline ($1k-$100k) and addressing how a DEI (diversity, equity, inclusion) approach to our work can transform the future makeup of our donor pipeline. Through an innovative proof-of-concept, UC Berkeley has seen early wins with a scalable qualification program that brings together direct marketing strategies and frontline qualification best practices.