Gift Fund Compliance - Tackling Underutilized Funds
8:45 AM - 9:45 AM ET
Speaker(s): Saskia Sawyer, Assistant Vice President, Gift Services, University of Colorado Foundation, Shannon McBratney, Director, Gift Compliance, University of Colorado Foundation
Competencies: Integrity and ProfessionalismBusiness and Financial AcumenRelationship BuildingIndustry or Sector Expertise
Elective Session
The Office of Gift Compliance at the University of Colorado Foundation is focusing on tackling underutilized funds through a variety of approaches, encompassing an in-house developed gift compliance focused data set and report (Fund Purpose Report). This work has greatly improved the Foundation’s relationship with campus (controllers, fund managers, deans, etc.) and Advancement staff and has led to overall improvements in spending, transparency and communication surrounding gift funds.