Case Study: California State University, Chico streamlines endowment reporting with Balance and Impact by EverTrue

California State University, Chico cuts endowment reporting from a month-long cycle to 2 people with Evertrue

California State University, Chico faced a highly manual and resource-intensive endowment reporting process. The advancement services and finance teams struggled with manually matching financial and constituent data across systems, relying on complex mail merges and physical production that took nearly a month to complete and required the entire team's effort. They sought a more efficient and sustainable solution from vendor Evertrue using its Balance and Impact service.

By implementing Evertrue's Balance and Impact platform, CSU Chico streamlined its workflow. The solution provided shared visibility into fund data, eliminating manual matching and repeated data requests while enabling stronger collaboration with finance. The results were significant: the reporting cycle was reduced from a month-long effort to a process managed by just two people. Evertrue's tools also allowed the team to create more engaging, personalized donor reports with photos and storytelling while maintaining operational efficiency.

California State University, Chico