A: We have spent a lot of time researching best practices in donor reporting and showing various report designs to our clients for their feedback. We have also worked with over 150 of our current Balance clients on designing and building custom endowment stewardship reports, and used that experience to identify common themes that should be included in our template.
Lastly, but probably most importantly, the Impact team worked closely with industry partners including Lynne Wester of the Donor Relations Group and Wessel Creative on the design and development of our template. Lynne has over 20 years of experience in the Donor Relations space and has been commissioned to work on hundreds of donor reports during her career as a consultant. She has also developed a "best practice" endowment reporting training series that focuses on what elements are important to include in stewardship reporting. Tyler Wessel is an award-winning graphic designer and creative consultant. He began his career in event and program management for close to a decade before shifting to creative services, working primarily with the development and donor relations departments at universities and nonprofits.