Taming the Beast: Tiering Your Endowment Reports to Slay Inefficiency


Presented by Sarah Sims


Endowment reporting can become a beast. It often becomes an all-consuming task that sucks time, resources and ROI from your team. As organizational endowments grow and the number of funds, complexity of agreements, and demand for impact reporting increase exponentially, your donor relations and stewardship teams must develop creative and efficient ways to slay to the beast. Join us as we explore how to evaluate your endowment reporting process and develop tiering mechanisms to ensure you are putting your resources where they matter….and your donor remains the knight in shining armor.

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