Executive Outline

History

Stewardship Workshops

Department Stewardship Coordinators

Executive Stewardship Council

Endowment Management Annual Cycle

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WHY:

1. To solidly anchor the success of the Grand Destiny Campaign

2. To plan for future philanthropic success

FIRST STEP:

1. Discover the stewardship activities and actors in the College of Engineering 

The first step was the formation of the College Stewardship Working Group. This group comprised of deans, faculty, and college and department administrators and staff, was charged with examining the current practices, processes and tools used for endowment management. The College work group identified seven core problems:

• Pre-campaign processes inadequate for post-campaign success

• Restricted access to key information

• Ineffective organization of information

• Lack of stewardship and development education and training

• Multiple stewardship standards

• Stewardship responsibility at varying levels of College administration

• Failure to recognize that stewardship occurs most frequently and is most effective at the department level.

DISCOVERIES:

1. The College is deeply invested in stewardship (human resources). However, these actors and activities were often duplicated and unknown to each other. They lacked effective coordination to focus and therefore maximize the intention.

2. We had too narrow a view of stewardship. Stewardship is not an activity; stewardship is an environment.

3. Stewardship is the partnership between the College development office and academic units. A stewardship program can provide the infrastructure for future philanthropic success in the College of Engineering.

OUTCOME:

The College of Engineering Stewardship Initiative

3-YR implementation phase

Three key components:

• Education

• Socialization

• Innovation

Mission

The mission of the College of Engineering Stewardship Initiative is to create within the

College an environment of philanthropic stewardship through education, counsel and the

development of an effective endowment and gift management system.

Goals

(1) To manage the success of the Grand Destiny Campaign,

(2) To provide an infrastructure for philanthropic growth, and

(3) To serve the range of stewardship activities within Engineering.

Key Components of the College of Engineering Stewardship Initiative

1. Web-based Endowment and Gift Stewardship System (EGSS)

The Endowment and Gift Stewardship System (www.engr.psu.edu/stewardship) organizes existing University data creating information for the effective management of endowments and gifts within the College and departments. Pre-registration and CAC IDs access EGSS and data sources include the following:

          Office of Endowment Management (EASIS)

Engineering's dynamic link to EASIS provides endowment financial data including income, award amount and other expenditures, book and market values, guidelines, and awardee information. The EASIS link to ISIS provides undergraduate and graduate awardee information for student awards processed through ISIS or IBIS.

Integrated Student Information System (ISIS)

Engineering's dynamic link to ISIS supplements student awardee information by providing GPA, semester status, email address, home city/state and gender.

Integrated Business Information System (IBIS)

IBIS information is accessed through EASIS and provides tuition and stipend and other expenditure information. EASIS technical staff are currently working on improving the EASIS/IBIS bridge so that encumbered dollars are reportable in EGSS and EASIS. Completion is anticipated by fall 2005.

Office of University Development

OUD provides endowment donor information and weekly gift information including donor address, email, telephone, major, graduation year, employer, title, gift amount, total giving to PSU.

2. Stewardship Councils and Department Stewardship Coordinators

Two stewardship councils establish and implement the stewardship practices of the College: College Executive Stewardship Council and Stewardship Administrators Council. The Executive Stewardship Council members are department heads, deans and unit directors; stewardship administrators' council members are department stewardship coordinators. The role of Stewardship Coordinator has been established in each engineering department.  

3. Education

The College established a stewardship certification program and offers annual stewardship and endowment workshops for administrators and staff.