FundSvcs Community

Good Afternoon, We are working with our leadership to try and change when we send out our endowed reports. Currently it is Nov/Dec. which is a very busy time to begin with. Would anyone be willing to email me their school that send unaudited numbers? Leadership does better when we have schools we can refer to. My email is jenhall@bu.edu. Please an thank you, Jen Hall Assistant Director Gifts & Donor Reporting. On Tue, Nov 27, 2018 at 5:32 PM Jodi Bruns <jodi.bruns@mnsu.edu> wrote: > We are contemplating a shift in timing of the presentation of endowment > reports to our donors. Currently we align our reports to the calendar year. > Data is compiled as of 12/31 and reports are typically mailed late > February/early March. > > We're looking to shift to fiscal year which ends 6/30. > > Thoughts, preferences or snags to aligning to Fiscal Year vs. Calendar > Year? >

At most institutions, I work with we strive for 60 days after the books closed. So if that's June 30th we have worked on getting them in the mail by the end of September - mid-October at the latest. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Wed, Jan 16, 2019 at 12:13 PM Jennifer Hall <jenhall1977@gmail.com> wrote: > Good Afternoon, > > We are working with our leadership to try and change when we send out our > endowed reports. Currently it is Nov/Dec. which is a very busy time to > begin with. Would anyone be willing to email me their school that send > unaudited numbers? Leadership does better when we have schools we can > refer to. > > My email is jenhall@bu.edu. > > Please an thank you, > > Jen Hall > Assistant Director Gifts & Donor Reporting. > > On Tue, Nov 27, 2018 at 5:32 PM Jodi Bruns <jodi.bruns@mnsu.edu> wrote: > >> We are contemplating a shift in timing of the presentation of endowment >> reports to our donors. Currently we align our reports to the calendar year. >> Data is compiled as of 12/31 and reports are typically mailed late >> February/early March. >> >> We're looking to shift to fiscal year which ends 6/30. >> >> Thoughts, preferences or snags to aligning to Fiscal Year vs. Calendar >> Year? >> >

We wait until the audit report is finalized. Some years that’s pretty late (like right now). But we’d rather send out audited numbers than not. -Josh _____________________ Joshua S. Greenbaum 09B, Executive Director Advancement Information Services Emory University, Advancement & Alumni Engagement 1762 Clifton Road, Office 1456, Atlanta, GA 30322 Office: (404) 712-2020, Fax: (404) 727-4876 josh.greenbaum@emory.edu<mailto:josh.greenbaum@emory.edu> From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of John Taylor Sent: Wednesday, January 16, 2019 12:16 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] Timing of Endowment Reports At most institutions, I work with we strive for 60 days after the books closed. So if that's June 30th we have worked on getting them in the mail by the end of September - mid-October at the latest. John John H. Taylor Principal, John H. Taylor Consulting 2604 Sevier St. Durham, NC 27705 johntaylorconsulting@gmail.com<mailto:johntaylorconsulting@gmail.com> 919.816.5903 (cell/text) Serving the Advancement Community Since 1987 On Wed, Jan 16, 2019 at 12:13 PM Jennifer Hall <jenhall1977@gmail.com<mailto:jenhall1977@gmail.com>> wrote: Good Afternoon, We are working with our leadership to try and change when we send out our endowed reports. Currently it is Nov/Dec. which is a very busy time to begin with. Would anyone be willing to email me their school that send unaudited numbers? Leadership does better when we have schools we can refer to. My email is jenhall@bu.edu<mailto:jenhall@bu.edu>. Please an thank you, Jen Hall Assistant Director Gifts & Donor Reporting. On Tue, Nov 27, 2018 at 5:32 PM Jodi Bruns <jodi.bruns@mnsu.edu<mailto:jodi.bruns@mnsu.edu>> wrote: We are contemplating a shift in timing of the presentation of endowment reports to our donors. Currently we align our reports to the calendar year. Data is compiled as of 12/31 and reports are typically mailed late February/early March. We're looking to shift to fiscal year which ends 6/30. Thoughts, preferences or snags to aligning to Fiscal Year vs. Calendar Year? ________________________________ This e-mail message (including any attachments) is for the sole use of the intended recipient(s) and may contain confidential and privileged information. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or copying of this message (including any attachments) is strictly prohibited. If you have received this message in error, please contact the sender by reply e-mail message and destroy all copies of the original message (including attachments).