Sorry this is such a late reply, but just catching up on posts. We have made several changes to our Endowment reports over years. We've run the gamut from listing both previous and current year, to just current year, and the back to listing just the previous year so it would match the financials. We do replacement awarding of scholarships so the names tend to vary depending on what time of year you look at the list. Waiting on awards to be made was slowing our ability to get reports out in a timely manner.
Last year, we decided to separate the reporting completely. We sent out financials only on the report (to help with speed of distribution) in the fall and did a follow-up student impact report in the spring which included the list of their current year students with bio/involvement info. We coupled that with student thank you videos to our fund stewards through ThankView.
Each time we've made a change, we notified our stewards of the changes and reasons for them. Hope that helps!
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Jennifer Kenzor
Executive Director of Advancement Services
Rose-Hulman Institute of Technology
seddelme@rose-hulman.edu------------------------------