STEWARDSHIP TASK FORCE October 13, 2009 FALL MEETING 2009.

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Presentation transcript:

STEWARDSHIP TASK FORCE October 13, 2009 FALL MEETING 2009

Meeting Agenda Welcome & housekeeping Endowments in Suspense Michael Tu Faculty Impact Reports Glenn West (Dentistry) Antoinette Wills (Arts & Sciences) Peggy Fine (Engineering) Lara Thurman (UW Medicine) Coming Attractions Q&A For the Good of the Order Discussion & Sharing: Best Practices in Faculty Impact Reporting

Welcome / Housekeeping Sign in Restrooms

Vision for Stewardship at UW: “Communicating to donors the impact of their gifts in ways that are inspiring and authentic, and engaging beneficiaries of their philanthropy in the process.”

Task Force Purpose Working together to bring about the UW’s vision for donor stewardship

Tracking Endowments in Suspense Michael Tu Analyst Finance & Administration

Faculty Impact Reports - Samples Glenn WestDentistry Antoinette WillsArts & Sciences Peggy FineEngineering Lara ThurmanUW Medicine

DENTISTRY Faculty Impact Reporting

ARTS & SCIENCES Faculty Impact Reporting

ENGINEERING

UW MEDICINE Faculty Impact Reporting

Chair/ Professorship Holder Dean Department Chairs Assistant and/or Administrator Frontline Fundraisers Request for progress report memo to holders Tips for holders Copy of last year’s report Fund summary and donor list Regular updates by CAO at mtg of department chairs Summary of results/participation Direct follow up via , meetings, etc. Editing, merging, obtaining signatures, hounding Donor Relations Team

Discussion/Sharing If you send Faculty impact reports, when? What do you send when news is not good? What are: – Your greatest challenges – The easiest “good” idea(s) to implement (the low hanging fruit) – The key relationships you need to maintain/nurture – Potential process improvements – Services you need; from SDR or elsewhere

Coming Attractions Training Session – December 2009 – Suggested topics? Task F Next Task Force Meeting – January 11, :30 – 3:30 pm UW Tower Boardroom (T-22)

FOR THE GOOD OF THE ORDER

Q&A

Thank you for coming Mark’s Blog: