Let’s be honest – managing and reporting on donor funds is no small feat and advancement teams cannot do it alone. We rely heavily on our systems, processes, and organization partners to help us create the best donor experiences we possibly can. But if you ask yourself: Are our donor funds being utilized? Are they being used correctly and timely? Should we be worried when we send out our annual donor fund reports? And if you've shared some of these concerns, you're not alone. In recent years, many organizations have grappled with similar questions, finding little guidance on this vital aspect of any advancement operation. Join us in this session as we look at several case studies on how organizations like yours built the case for support to create and grow a fund management program. It's time to bring the discussion on funds management challenges out of closed-door conversations and begin an industry dialogue to identify what tools, resources, and standards need to be in place to successfully manage and steward donor funds. Whether you are new to funds management or seasoned in the field, come prepared to share your experiences and glean insights from others in this collaborative space.

This session will delve into key areas of advancement to uncover effective strategies and valuable insights. The session will be structured around three core topics: Stewardship, Scholarships, and Annual Giving. Each segment will highlight successful practices and lessons learned from various initiatives, offering a comprehensive overview of what has proven effective at Northeast Community College. By examining examples and discussing strategic approaches, participants will gain actionable knowledge to enhance their own advancement efforts. This session promises to deliver a blend of practical tips and inspirational success stories, aimed at optimizing outcomes and fostering growth in advancement activities.

Does the number of scholarships you manage intimidate you? Are your scholarship processes stuck in the vicious cycle of swapping spreadsheets across campus? Then an online scholarship management system may be just what you are looking for. Emporia State University improved our scholarship utilization by 10% by using an online scholarship management system. In this session, we will discuss how an online scholarship management system can improve the efficiency of your scholarship awarding process. We will explore how these systems can merge the entire awarding process into one place. From student scholarship applications to thank you letters to the donors these systems will immensely improve your ability to manage your awarding process.