FundSvcs Community

Good Afternoon Colleagues, For those of you who send stewardship letters to your endowed scholarship donors, what information do you include in the letter to the donor? We have not sent letters to donors in the past, but are considering doing so and we'd like to know what others are doing. Do you send corpus amount and amount paid out to students? Has it opened a can of worms? Please let me know your thoughts and experiences. Thank you. Liz Rich -- Elizabeth Rich Director of Advancement Services Elms College, 291 Springfield Street, Chicopee, MA 01013 Ph: 413-265-2403 Fax: 413-265-2449 To make a gift: http://www.elms.edu/make-a-gift-online/

There are gobs of examples here: https://www.donorrelationsguru.com/impactreports 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 Fri, Feb 8, 2019 at 1:36 PM Rich, Elizabeth <riche@elms.edu> wrote: > Good Afternoon Colleagues, > For those of you who send stewardship letters to your endowed scholarship > donors, what information do you include in the letter to the donor? We have > not sent letters to donors in the past, but are considering doing so and > we'd like to know what others are doing. Do you send corpus amount and > amount paid out to students? Has it opened a can of worms? Please let me > know your thoughts and experiences. > Thank you. > Liz Rich > > -- > > Elizabeth Rich > Director of Advancement Services > Elms College, 291 Springfield Street, Chicopee, MA 01013 > Ph: 413-265-2403 Fax: 413-265-2449 > > To make a gift: http://www.elms.edu/make-a-gift-online/ >

We send a letter thanking the donors for their contributions and then include a paragraph about the student as well as a photo of the student. Also, we have the students write thank you notes. If I have trouble reading the handwriting, I will redo the note. We have to keep in mind that students these days rarely write in cursive, they tend to print because that’s what they’re used to seeing. I ask that they write in cursive but for many, that is quite messy because they just don’t do it. Karen L. Wilmoth ‘83 Director of Development Halliehurst, 2nd Floor 100 Campus Drive Elkins, WV 26241 (304) 637-1374 www.dewv.edu<http://www.dewv.edu/> [D&E_linear_logo_rgb] Our mission: To prepare and inspire students for success and for thoughtful engagement in the world. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Rich, Elizabeth Sent: Friday, February 8, 2019 1:37 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] Stewardship Letters to Endowed Scholarship Donors Good Afternoon Colleagues, For those of you who send stewardship letters to your endowed scholarship donors, what information do you include in the letter to the donor? We have not sent letters to donors in the past, but are considering doing so and we'd like to know what others are doing. Do you send corpus amount and amount paid out to students? Has it opened a can of worms? Please let me know your thoughts and experiences. Thank you. Liz Rich -- Elizabeth Rich Director of Advancement Services Elms College, 291 Springfield Street, Chicopee, MA 01013 Ph: 413-265-2403 Fax: 413-265-2449 To make a gift: http://www.elms.edu/make-a-gift-online/

We send donors who make small gifts to scholarships a receipt and separately a handwritten note from a student (but not necessarily the recipient). Every student has a job on campus, and one of those jobs is writing notes for the Advancement office, so we send notes to all donors. (We're a small independent school, and I recognize that wouldn't be possible at every institution.) Those that we've identified as stewardees of scholarships funds (founding donors, their family members, the namesake of the scholarship, etc.) receive a financial report in the fall and a letter from the recipient in the spring. The financial report includes the beginning and ending values, gain/loss, gifts and other additions, and funds released for both the school's overall endowment and their fund(s). The thank you letter is typewritten (the students send me the text and I format it and add their photo and hometown), but I ask them to sign it by hand. -- Patrick J. Buckley Director of Stewardship & Operations Holderness School Plymouth, NH 603-779-5223 www.givetoholderness.org On Fri, Feb 8, 2019 at 1:43 PM Wilmoth, Karen <wilmothk@dewv.edu> wrote: > We send a letter thanking the donors for their contributions and then > include a paragraph about the student as well as a photo of the student. > Also, we have the students write thank you notes. If I have trouble > reading the handwriting, I will redo the note. We have to keep in mind > that students these days rarely write in cursive, they tend to print > because that’s what they’re used to seeing. I ask that they write in > cursive but for many, that is quite messy because they just don’t do it. > > > > Karen L. Wilmoth ‘83 > > Director of Development > > Halliehurst, 2nd Floor > > 100 Campus Drive > > Elkins, WV 26241 > > (304) 637-1374 > > www.dewv.edu > > [image: D&E_linear_logo_rgb] > > Our mission: To prepare and inspire students for success and for > thoughtful engagement in the world. > > > > > > > > *From:* Advancement Services Discussion List < > FUNDSVCS@LISTSERV.FUNDSVCS.ORG> *On Behalf Of *Rich, Elizabeth > *Sent:* Friday, February 8, 2019 1:37 PM > *To:* FUNDSVCS@LISTSERV.FUNDSVCS.ORG > *Subject:* [FUNDSVCS] Stewardship Letters to Endowed Scholarship Donors > > > > Good Afternoon Colleagues, > > For those of you who send stewardship letters to your endowed scholarship > donors, what information do you include in the letter to the donor? We have > not sent letters to donors in the past, but are considering doing so and > we'd like to know what others are doing. Do you send corpus amount and > amount paid out to students? Has it opened a can of worms? Please let me > know your thoughts and experiences. > > Thank you. > > Liz Rich > > > > -- > > Elizabeth Rich > Director of Advancement Services > Elms College, 291 Springfield Street, Chicopee, MA 01013 > Ph: 413-265-2403 Fax: 413-265-2449 > > To make a gift: http://www.elms.edu/make-a-gift-online/ > -- Patrick J. Buckley Director of Stewardship & Operations Holderness School Plymouth, NH 603-779-5223 www.givetoholderness.org