Shared Services
Created the need for shared services
What is Integration?
Service Purchase Contract
What is the agreement that allows the University to fund the Foundations?
Memorandum Of Understanding
What is the document that affirms University and Foundation affiliation?
Identification, Qualification, Cultivation, Solicitation, Stewardship
What is the development cycle?
Athletic Director, Faculty Chair, President, VPs
Who are key influencers?
Our first shared service
What is accounting?
2.5%-2.6%
What is the annual fee on the endowment?
The software in which scholarship and PEGs are managed
What is NextGen/Scholarship Manager?
Haven Fund, Bloom On, Mountie Up
What is unrestricted support?
Real Estate, Housing, Consulting, cDNA, Husky Research Corporation, Synagogue
What are alternative revenues?
Another shared service
What is Gift Processing?
4%
What is the annual endowment spending policy?
$10M
What is the amount of support provided to CU by all three Foundations in FY 25?
Defines the Universities priorities
What are case statements?
New Gifts & Pledges
What are different types of Development Revenue?
A written or spoken agreement
What is a contract?
36 months
What is the time period in which the average endowment payout is calculated?
Examples: Athletics, Faculty Fellowships, Institutes, Centers
What is program support?
Annual, Major and Planned Gifts
What is a development tri-fecta
GAAP vs. non-GAAP
What is accounting versus marketing revenue?
Allows Foundations to share human and fiscal resources
What is a Letter of Understanding or LOU?
SPC+endowment fee
705%
What is the ROI on the SPC?
What is April 16 & 17, 2026?
Insightful, DonorSearch, ResearchPoint, LexisNexis, LinkedIn
What are tools used for donor prospecting?