From 56% to 99%: How UC Riverside Transformed Impact Reporting in One Cycle

For many institutions, endowment impact reporting still runs on email threads, hand-reconciled fund data, and individually packaged reports with little visibility into where things stand. Timelines slip, report quality varies, and staff spend more time chasing information than supporting donor relationships. 

UC Riverside changed that. By the end of one reporting cycle, their team moved narrative completion from 56% to 99% – without adding staff. Join Ian Foster, Director of Stewardship and Donor Relations at UC Riverside, Lasserina Dowell, Partnerships Manager at FundMiner, and Caroline Chang, VP of Advancement at Kindsight, for an in-depth look at how they restructured every stage of their reporting workflow – from narrative collection and fund data reconciliation to report packaging and distribution. 

What you will learn:

• How to identify the key operational bottlenecks in your endowment impact reporting process – including data reconciliation, narrative collection, and report packaging 
• How to diagnose where manual workflows are limiting report quality or delivery timelines in your own institution 
• How to apply a technology evaluation framework to assess and incorporate solutions for stewardship reporting and constituent management – using the criteria UC Riverside applied
• How to design a narrative collection process using automated reminders, status tracking, and role-based contribution workflows that improve response rates across decentralized campus units without adding staff