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Digital Endowment Report Sample

  • 1.  Digital Endowment Report Sample

    Posted 11-13-2019 06:46 PM

    Good Evening,

    I wanted to thank everyone for assisting NC State with our digital endowment bench-marking efforts last year. I wanted to share the final product to assist others in their bench-marking efforts.


    Sample Digital Endowment Report 

    User URL:

    Password: 67890


    Endowment Resources

    Sarah Thomas
    Director Donor Services
    North Carolina State University

  • 2.  RE: Digital Endowment Report Sample

    Posted 11-14-2019 08:30 AM
    Sarah, this is without a doubt the best stewardship advancement I have seen in quite some time.  You and NC State have been quite busy - my hat is off to you!  I think you should nominate yourself for a CASE award!

    There are two very noteworthy observations that impressed me the most:
    • Providing details on how your endowments work within this page, but also as a downloadable PDF
    • Letting donors who have established multiple endowment select which to see from a single login as well as giving them the opportunity to download PDFs of all of their funds either as a single PDF or separate PDFs per fund
    This is extremely donor-centric and I love it!

    Go Pack!


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987