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

Live Webinar | October 1, 2026

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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. Join Ian Foster, Director of Stewardship and Donor Relations at UC Riverside, Lasserina Dowell, Partnerships Manager at FundMiner, and Caroline Change, VP of Advancement at Kindsight, for an in-depth look into how UC Riverside restructured its reporting workflow - from narrative collection and fund data reconciliation to report packaging and distribution. They’ll share what practitioners at similar institutions can apply immediately and how technology can support this transformation. Attendees will leave with a practical framework for evaluating their own reporting operations and a clear picture of what "optimized" looks like in practice.

What you will learn:

How to identify key operational bottlenecks in your endowment impact reporting process - including data reconciliation, narrative collection, and packaging - and diagnose where manual workflows are limiting report quality or delivery timelines
How to apply a technology evaluation framework to assess and incorporate technology solutions for stewardship reporting and constituent management
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

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Meet the Speakers

Ian Foster

Director of Stewardship and Donor Relations at UC, Riverside

A stewardship practitioner focused on building reporting operations that hold up at scale, Ian Foster serves as Director of Stewardship and Donor Relations at UC Riverside - leading the team that restructured the institution's endowment impact reporting workflow from end to end.

Lasserina Dowell

Partnerships Manager at FundMiner

Lasserina Dowell serves as Partnerships Manager at FundMiner, working with higher education and nonprofit institutions to implement technology solutions for fund management, stewardship reporting, and workflow automation.

Caroline Chang

Vice President of Advancement at Kindsight

An advancement services expert with more than 30 years of experience in higher education and nonprofit fundraising, Caroline Chang serves as Vice President of Advancement at Kindsight - bringing deep expertise in CRM strategy, data analytics, and business process design to institutions navigating complex advancement operations.