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Session 2E
Leaner, Cleaner, but not Meaner: Examining How to Consolidate and Encourage Spending of Underutilized Funds
Nicole Rodriguez and Kailyn Gramly
Wednesday, September 21
11:30 – 12:30 PM (MT)
This session will focus on the process of evaluating underutilized and low-balance philanthropic funds, as well as creating action plans for efficient and effective spending. We will provide an overview of our process from start to finish and share our successes, our downfalls, and what we learned along the way. Topics will include how to evaluate underutilized funds, creating a project plan, training and working with business partners, and assisting in creating spending plans. We presented this as a webinar in October 2021 and were asked to submit for the conference. Overall, the presentation will be similar, but with some updates and modifications.
Learning Objectives
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Why and how is spending funds in a timely and appropriate manner a donor relations function?
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Learn the process behind evaluating and cleaning up underutilized funds at your organization.
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Tools to help donor relations professionals show business partners the importance of the process and provide training to those partners.
Keywords:
Gift Management Policies and Process, Strategy, Unspent funds, Fund management, Underutilization, Spending, Donor intent, Fund compliance, Project planning, Project management, Fund clean up.
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Private College/University, Public College/University, Private Secondary School, Healthcare, Religious Organization, Arts Organization, Foundation, Environmental Organization, Advocacy Organization, Social Services, Other non-profit
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Medium Shop (6-10 staff), Large Shop (11+ staff)
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Suitable for all levels
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| About the Speakers |
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 Nicole Rodriguez
Director of Benefactor Relations and Events
University of Colorado Anschutz Medical Campus
Nicole Rodriguez is the director of benefactors relations and events in the Office of Advancement at the University of Colorado Anschutz Medical Campus, one of four CU campuses and the largest academic health center in the Rocky Mountain region. She works closely with development officers, faculty partners, university staff and benefactor relations and communications colleagues to oversee and coordinate all events, stewardship efforts, impact reporting, fund management, acknowledgments and benefactor recognition. She enjoys capturing and telling stories of benefactor generosity and celebrating the impact of private philanthropy for people and programs at CU. Nicole holds bachelor's degrees in business marketing and Spanish for the professions from CU Boulder as well as a Masters in Business Administration from CU Denver.
 Kailyn Gramly
Senior Stewardship Coordinator
University of Colorado Anschutz Medical Campus
Kailyn Gramly joined the Office of Advancement at the University of Colorado Anschutz Medical Campus in 2016. After starting as an office administrative assistant, she quickly found her passion in stewardship and benefactor relations. She has now been in her stewardship coordinator position for more than five years, and has loved every second! She handles all acknowledgment efforts for five schools and colleges across campus, fund management and gift agreements, impact reporting, benefactor recognition, and much more. She enjoys informing and engaging benefactors through meaningful and consistent communication and reporting on the impact of their philanthropy.
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