If you’re an advancement services or donor relations professional who wants to ensure funds are used as intended or if you’re looking to improve your compliance and auditing of your endowed funds, this is the training for you and your team.

1:00 – 4:00 p.m. Eastern

To help you keep your endowed funds healthy and intact for years to come, our instructor will guide you through the following:

1. Auditing to Ensure Institutional Compliance

The process of researching what existing gifts your institution holds is a cross-departmental collaboration effort between advancement services, development officers, donor relations, and legal counsel. To help you succeed in this endeavor, you will learn:

1. 1. • Strategies to build buy-in from institutional stakeholders
      • How to communicate to donors when their funds need revision
      • Best practices for maintaining accurate gift documentation

2. Auditing to Ensure Donor Intent

Conducting the audit to ensure gift income was spent in accordance with donor interests provides confidence to those who give after you communicate your findings – leaving the door open to other potential gifts. You will learn:

1. • What compliance should look like and what tools you need to verify compliance
   • Strategies to overcome both logistical and external obstacles to achieve auditing success
   • Where and how to store findings for reporting purposes