quarterly meetings | the stew | surveys

STRATEGIC PLAN

Donor Relations and Stewardship fulfills its mission of sustaining lifelong relationships with the University’s donors by remaining a thoughtful and creative teamthat puts gratitude at the center of our efforts. We plan to improve and expand upon our donor-centered programmingeach year and look forward to achieving our goals.

CORE OBJECTIVES

Keep gratitude at the center of our work Inspire innovation and collaboration Advocate for donor needs Engage donors through fresh, meaningful stewardship Sharpen personalized stewardship Advance the stewardship profession Encourage an “attitude of gratitude” campus wide

ANNUAL GOALS

Assess successes and struggles annually. Check-in on a weekly and monthly schedule. Debrief from special events or projects within one-week following the project. Utilize Team Stewardship to generate collaborative efforts and better understand school, college, and unit needs. Develop teamwork and professional skills through courses, webinars, and other continuing education. Improve processes for acknowledging and reporting gift impact. Recognize and engage donors fairly. Increase student and faculty gratitude participation. Collaborate with units and development officers on special projects. Enhance holistic donor stewardship and the top donor experience.

FY21 GOALS

OVERALL GOALS Implement campaign closing stewardship Identify post-campaign stewardship priorities Explore and implement strategies for successful telecommuting Redistribute Project Manager’s duties Temporarily redistribute Scholarship Coordinator’s duties until position is filled Explore Engagement Center text/call for special stewardship & student engagement PRESIDENTIAL STEWARDSHIP Implement updated Cumulative Giving Societies welcome packet Temporarily implement digital birthday card stewardship Flexibility when planning Presidents Club Reception Deliver campaign closing stewardship mail/email pieces as determined Plan and implement 10 th anniversary of Thank a Donor Day Implement new milestone stewardship Collaborate with Development/OSE for socially distant presidential stewardship Explore major gift stewardship plans Propose and implement new presidential gift acknowledgement thresholds Propose elimination of Presidents Club digital Honor Roll of Donors REPORTING AND COMMUNICATIONS Temporarily pivot special acknowledgements to email Deliver two comprehensive impact reports Implement new individual reports in annual trustee impact reports Implement new endowment FAQ in financial endowment reports Implement new frequency for issues of The Stew Implement socially distanced Team Stewardship programming Increase efficiency in the endowed faculty reporting process Explore digital stewardship matrix with new DARCOMM digital coordinator Gain more proficiency in marketing efforts, selections, exports, and donor data SCHOLARSHIP STEWARDSHIP Design and implement new Gratitude Reports Redefine priorities for scholarship stewardship Collaborate with units on Gratitude Reports Explore and implement socially distanced individual stewardship for scholarships Create processes for central use of ThankView (milestone, birthday, endowments) Manage, train, and mentor unit use of ThankView

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