Stewarding Endowment Donors

Recorded On: 10/01/2019

OVERVIEW

Making an endowed gift is one of the best ways for a donor to have a lasting impact on an institution they care about. For the donor, it’s often a lifelong investment that doesn’t simply end after they sign the pledge agreement. Institutions, similarly, should approach their stewardship as a long-term and meaningful relationship—communicating with endowment donors regularly, engaging them in personal and thoughtful ways, listening to their feedback, and demonstrating the impact and return of their investment.

Register now for your entire team to learn how to effectively steward endowment donors.

This webinar is eligible for 1.25 points of CFRE credit.

WHAT YOU'LL DISCOVER

  • Guidelines for understanding the basic concept of endowments and the gift agreement models that govern them
  • Systems for reporting on the performance and financial return of endowment funds
  • Methods for demonstrating the human impact of endowed gifts
  • Tips for engaging donors through meetings, events, and correspondence
  • Examples from other institutions, and more!

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Vanessa Carta

Director of Donor Engagement and Stewardship, UMass Boston

Vanessa Carta is the Director of Donor Engagement and Stewardship at UMass Boston, where she oversees all stewardship outreach, including cultivating the institution’s relationships with endowment donors. Her decade of experience in advancement also includes roles with the annual fund and as a frontline development officer for a graduate school, centers, and institutes. She currently serves on the Santa Clara University Alumni Association Board of Directors and as regional vice president of their Boston chapter. Vanessa has an MA in Conflict Resolution, Human Security, and Global Governance from UMass Boston and a BA in Religious Studies and Sociology from Santa Clara University. 

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Live Webinar
10/01/2019 at 1:00 PM (EDT)   |  75 minutes
10/01/2019 at 1:00 PM (EDT)   |  75 minutes