Submission Instructions

2. View My Endowment Report Cases

Your homepage will show you a list of My Endowment Report Cases when you log in. There is one "case" for each fund you are assigned to as the impact statement submitter.

If you are responsible for more than 30 funds, click on the Cases drop down, and select the My Endowment Report Cases view from the drop-down list to view all of your fund cases.

3. Select the Case Number to begin working on a fund's impact statement

In the list of cases, select the blue highlighted Case Number to open the case associated with a particular fund.

In each case, you will find the fund's:

• Communication Name - this is how the fund should be referenced in the impact statement

• Steward Reporting Code - this will indicate the type of fund being reported (i.e. Endowment for Excellence, Expendable Fund, Endowed Chair, etc.)

• Funding Account and Expendable (Spending) Account numbers

• Designation Department and Division

• Stewardship Purpose - this is a general statement about how the fund is intended to be used

• Previous Year Endowment Report - a link is provided to view last year's PDF of the final report for this fund

4. Review the PDF provided of last year's report

On the right side, select the hyperlink provided under the Previous Year Endowment Report section.

Review what was written in last year's report under the Fiscal Year 2024 Impact header.

The goal is to provide new and updated information to the donor about how funds were spent this year, so do not copy and paste last year's statement.

5. Enter the FY25 impact statement

Select the pencil icon that appears next to the Impact Statement field under the Impact Statement Submission header. Note that this text box is limited to approximately 500 words, and you will receive an error message if you attempt to save an impact statement longer than this.

You may type directly in the box provided, using rich text formatting as needed (underlining, italics, etc.). 

OR

Copy and paste a statement from a Google or Word document. This will be a helpful approach for those collaborating with others on content submission. Much of the formatting should copy over correctly, but be sure to double-check paragraph breaks after pasting.

6. Review the Historical Impact Statement

After reviewing the Historical Impact Statement content, either from last year's report PDF or from the text provided on the case screen, provide any necessary edits or changes in the Notes for Historical Statement box. 

Select the pencil icon next to the Notes for Historical Statement box to add your notes or comments.

Note: Please provide feedback for content and clarity only, the text is not formatted as it will appear in the final report

7. Save Progress

At the bottom of the screen, select the blue Save button.

Saving does NOT submit your statement to the Stewardship team for review. You may enter a draft and come back to edit it later.

(To officially submit the statement and remove it from your list of cases, you must change the status of the case to "Submitted.")

8. Use Chatter if you have questions or need assistance

On the right side of each fund's case is a section called Chatter, where you can ask your Stewardship partner questions.

To alert your partner, begin your Chatter entry with @ and their name. If you don't know which Stewardship partner to reach out to, visit the Contact Us page. 

Select the blue Share button to send your partner an email notification with your question

When a response is added, you will receive an email notification. Select the blue Case Number from the email to see the fund's case information and Chatter response.

9. Complete your submission

At the bottom of the Impact Statement Submission box, select the pencil icon next to the Status field

Select Submitted from the drop-down list

Select the blue Save button to submit your statement to the Stewardship team for review

ATTENTION: Before saving, please confirm you have selected the status of submitted from the drop-down shown in the image below. If you do not, this could cause an error and require resubmission. 

Select the blue Save button at the bottom of the screen.

At the bottom of the Impact Statement Submission box, select the pencil icon next to the Status field

Select Submitted from the drop-down list

Select the blue Save button to submit your statement to the Stewardship team for review