FundSvcs Community

 View Only

  • 1.  Non-HE Endowment Report Samples

    Posted 08-06-2022 01:26 PM
    Friends, Gail Ferris and I are co-presenting at aasp Summit.  A focus of the presentation is on donor communications=stronger stewardship=repeat contributions.

    We have sample endowment reports, but none outside of HE (although I will share an impact report from a Children's Hospital).

    Do any of you outside of higher education have a sample donor endowment report you are proud of we can include in our Powerpoint?

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987


  • 2.  RE: Non-HE Endowment Report Samples

    Posted 08-09-2022 12:26 PM
    I sent the following email last Saturday.  I have not received any examples :-(.  So, I thought I would ask again.  Gail and I would greatly appreciate seeing some annual endowment reports from outside higher education!

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987


    On Sat, Aug 6, 2022 at 2:25 PM John Taylor <johntaylorconsulting@gmail.com> wrote:
    Friends, Gail Ferris and I are co-presenting at aasp Summit.  A focus of the presentation is on donor communications=stronger stewardship=repeat contributions.

    We have sample endowment reports, but none outside of HE (although I will share an impact report from a Children's Hospital).

    Do any of you outside of higher education have a sample donor endowment report you are proud of we can include in our Powerpoint?

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987



    Original Message


  • 3.  RE: Non-HE Endowment Report Samples

    Posted 08-09-2022 01:27 PM

    John, attached is a copy of a general endowment report and a template that is used for the individual endowment that's inserted.

     

    Shelby Tudor

    Director, Gift Administration

    Office: 301-565-8463

    Cell: 757-672-3160

     

    **General notice: Although you may receive this email after work hours or while out of office, please understand that I have no expectation you will read or reply to emails during your personal time.

     




    Original Message


  • 4.  RE: Non-HE Endowment Report Samples

    Posted 08-09-2022 01:30 PM
    Many thanks!  The insert is of particular importance.  I love the impact report - but it's the personal financial states to donors who endowed a fund that we are especially focusing on!

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


  • 5.  RE: Non-HE Endowment Report Samples

    Posted 08-09-2022 01:40 PM
      |   view attached
    Here is an independent school sample. Thanks!

    -Liz

    Liz Dixon-Eversole
    pronouns: she/her/hers
    Director of Advancement Operations
    Milton Academy | 170 Centre Street | Milton, MA  02186
    Office: 617-898-2374







    Attachment(s)

    pdf
    MV Mailing Sample.pdf   1011 KB 1 version
    Original Message


  • 6.  RE: Non-HE Endowment Report Samples

    Posted 08-09-2022 01:44 PM
    Very slick - thank you!

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987





    Original Message


Related Content