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Stewardship report for unrestricted giving

  • 1.  Stewardship report for unrestricted giving

    Posted 13 days ago
    Hello!  I hope your day is going well.  Does anyone have examples of impact/stewardship/donor engagement reports for unrestricted giving?  Does your organization have a policy in place that indicates how unrestricted gifts are used?  What type of stewardship does your organization provide to major gift donors who designate unrestricted annual giving?

    Thank you for your advice.  

    Tracy

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    Tracy Forkin
    Director of Stewardship & Donor Engagement
    Johnson & Wales University
    tracy.forkin@jwu.edu
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  • 2.  RE: Stewardship report for unrestricted giving

    Posted 12 days ago
      |   view attached

    Good morning,

     

    Sharing our stewardship report for our main unrestricted fund, attached.

     

    The key for us has been to highlight as much of the use of the fund as we can fulfilling fundamental and emerging needs, while also connecting the use of the fund to other fundraising and engagement efforts and successes that impact our overall mission as a result.

    I hope this is helpful in some way.

    Thanks!

    Kind regards,

    Natalie

     



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    Natalie Brianas
    U.S. Naval Academy Alumni Association and Foundation
    natalie.brianas@usna.com
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  • 3.  RE: Stewardship report for unrestricted giving

    Posted 12 days ago

    Thank you, Natalie.  This is wonderful.  I think we will be taking a similar approach. Meaning, reporting on how these important gifts indirectly benefit the mission. 

     

    Best regards,

     

    Tracy