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Scholarship Recipient Reports to Donors

  • 1.  Scholarship Recipient Reports to Donors

    Posted 26 days ago
    We are looking at ways to improve our stewardship reporting to scholarship donors.  Currently we send all donors who have established scholarship funds an annual recipient report that contains information about the student(s) who received the scholarship award(s).  The report is mailed.  This is a big lift for a variety of reasons including the number of scholarship funds we have, the need to obtain student consent, the timing of the report, changes to recipients, etc.  Student thank you messages are also collected and separately forwarded to donors.  Endowed scholarship donors receive an annual endowment report with information about the financial profile of their endowment, also mailed separately.  

    I am wondering what others provide by way of recipient reporting to scholarship donors. If you provide such a report, what do you include and when do you provide the report?

    Thanks in advance!

    Nancy Randazzo
    Director of Gift and Fund Administration
    University of Montana Foundation

  • 2.  RE: Scholarship Recipient Reports to Donors

    Posted 26 days ago
    Nancy, have you looked into the Ovrture solution?

    NC State began using this product several years ago and I was blown away.  Sure, heavy lifting is always involved in donor stewardship activities.  However, this solution eliminates some of that and makes it more of a medium lift :-).


    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