October 1, 2026 Webinar | Empowering Fund Stewardship through Innovation: Aligning Donor Intent, Compliance, and Collaboration
Thursday, October 1, 2026 (10:00 AM - 11:00 AM) (PDT)
Description
Registration coming soon!
Registrations completed before the website launch on June 26, 2026, remain in our previous system and may not immediately appear in your new member profile. Your registration in the previous system is still valid.
Members: FREE | Non-Members: $75
Can't attend? All registrants receive links to the webinar recording & slides via email after the presentation!
About the Webinar
Join Texas State University's Donor Engagement team as they share how they built and launched the Gift Compliance and Utilization Portal, a 2025 ADRP ISA award winner. This first-of-its-kind internal fund stewardship platform centralizes access to donor fund data, compliance tools, and reporting for over 1,400 gift accounts. Developed entirely in-house without additional staffing or consulting support, this SharePoint-based system provides faculty and staff with real-time access to fund MOUs, activity reports, FAQs, and training tools, transforming how the university manages donor intent and accountability. Participants will learn how this cross-functional initiative improved transparency, reduced administrative inefficiencies, and strengthened institutional trust through proactive fund stewardship. The session highlights practical steps for designing scalable, user-focused solutions that can be replicated at any institution seeking to modernize its compliance and internal donor stewardship processes.
Learning Objectives
- Identify key steps in developing a centralized gift compliance portal that enhances transparency and access to donor fund data without additional staffing or external vendors.
- Evaluate methods for centralizing fund documentation and reporting to improve communication and accountability between advancement offices and academic units.
- Strengthen collaboration and institutional trust by applying best practices in stewardship communication across advancement, academic, and administrative units through shared data tools.
Target Audience | Shop Size | Experience Level |
Private College/University, Public College/University, Healthcare, Arts Organization, Environmental Organization, Advocacy Organization | Suitable for all size shops | Suitable for all experience levels |
About the Presenter
Amber Phifer, Executive Director of Donor Engagement, Texas State University | |
 | Amber Phifer is the Executive Director of Donor Engagement at Texas State University, where she leads strategies to strengthen donor engagement, gift compliance, and stewardship. Before joining Texas State, Amber held advancement leadership roles at the Briscoe Western Art Museum and UT San Antonio. |
Kelly Rowley, Director of Stewardship & Gift Compliance, Texas State University | |
 | Kelly Rowley has 18 years of experience spanning frontline fundraising, operations, and leadership. As Director of Stewardship & Gift Compliance at Texas State, she leads strategic donor relations and reporting initiatives that ensure transparency, honor donor intent, and strengthen impact. |
Thank You To Our 2026 Webinar Sponsor
