Spring 2005
Title: Endowment and Gift Stewardship System Training (EGSS)
The spring workshop will focus primarily on the most recent
updates to the EGSS system, including the new Gift Stewardship System. For this
workshop, attendees will include both the Departmental Stewardship Coordinators
AND the staff members who have traditionally managed the Cut and Paste reporting
functions for their departments. Newly identified
Coordinators and key departmental personnel are encouraged to attend. If you
would like participate in this workshop but have not received an email
invitation, please contact either Robin Guillard, College of Engineering
Stewardship Coordinator at:
rguillard@engr.psu.edu or Michelle Aungst at:
maungst@engr.psu.edu and we will be
happy to include you!
The workshop is offered Wednesday, May 25, 10-Noon; and again on Thursday,
May 26, 10-Noon in Stavely Conference Room, second floor
Hammond Building.
Please bring your
College of Engineering Endowment and Gift Stewardship notebook.
Coming in Summer 2005 Title: Effective
Correspondence: Letters, Memos and Email
By improving our everyday writing, from letters and memos to invitations and phone messages, you can
make an impression on your donors and co-workers. The workshop will review the basics of writing and practical solutions to common
writing dilemmas.
Dates will be announced soon!
Fall 2004
Introduction to the College’s Core Stewardship Practices and
The Effective Management of Annual Scholarship/Fellowship Gifts
Presenters:
Betty Mantz, Administrative Aid
Office of Undergraduate Studies,
College of Engineering
Nancy Smith, Stewardship
Coordinator
Department of Architectural Engineering
Michelle Aungst, Member of
Development Staff
College of Engineering
Mary Lee Carns, Associate
Director of Development
College of Engineering
Recommended for but not limited to all
department stewardship coordinators
The College recently
established minimum or base stewardship practices common to all
departments and units. During the first thirty minutes, these
practices will be introduced as well as recent enhancements to EGSS
that provide the department stewardship coordinators a tool for
managing/coordinating department stewardship activity.
The College and
departments handle over 12,000 individual gift receipts annually.
Michelle Aungst will review the processing procedures.
At the College level,
certain annual gifts, usually those with guidelines, were accounted
for within the Office of Endowment Management. This capability is now
available to departments. Betty Mantz and Nancy Smith will (1) define
eligible annual funds (2) demonstrate effective use of the newly
established Department XYZ General Scholarship/Fellowship Fund, and
(3) share general practices.
The workshop is offered Monday, November 15, 1:30-4:30; and again on Wednesday,
November 17, 11-2:30. Both workshops will be held in the Stavely Conference Room, second floor Hammond
Building. Substantial refreshments will be offered during Monday's workshop and lunch will be available
Wednesday.
Register by contacting Michelle Aungst, College Stewardship Workshop Coordinator:
maungst@engr.psu.edu or 3-3848. Please bring your College of Engineering Endowment and Gift
Stewardship notebook.
Summer 2004
Enjoy!
Spring 2004
February
STAARS
Student Aid Awarding and Reporting System
STAARS is a comprehensive
electronic collection of scholarships guidelines. This database will
house all University scholarships and loans that have the potential
to result in a student award. The purpose of STAARS is to assist all
campuses, colleges, and awarding units across the University system
in identifying students eligible for University scholarship dollars.
STAARS is designed to be used to:
Manage scholarship and loan guideline information
Assist in providing units tighter management over their funds
Enhance communication with development officers
Training session dates:
Feb. 24, Tuesday, 10:00 - noon
Feb. 26, Thursday, 1:00 - 3:00
March 2, Tuesday, 1:00 - 3:00
March 4, Thursday, 1:00 - 3:00
All training sessions are held in room 324 Shields Building. To register email Erica Dean,
student aid advisor, emd116@psu.edu.
April
College of Engineering and
The Office of Student Aid
Awarding Scholarships in the Department: Step by Step
Presenters:
Carol Lewis, Student Aid Coordinator, Office of Student Aid
Office of Undergraduate Studies, College of Engineering
Office of University Development
This comprehensive workshop will examine each step of the scholarship award process including funding balances, student
eligibility, posting of awards, communicating with donors and students, and monitoring recipients. Following the workshop
department faculty and staff will have the information and tools necessary to effectively steward department scholarship endowments.
The workshop is offered on Tuesday, April 27, 1:30 to 4:30; and again on Wednesday, April 28, 1:30 to 4:30 in 153 Hammond
Building. Register by contacting Denise Hessler, workshop coordinator: telephone, 814-863-3848; email,
deh13@psu.edu.
Requirements:
ISIS screens AFWB, AFRT, AFRM, AFON, AFOS
COE Endowment and Gift Management System
STAARS
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