UCSF School of Pharmacy Alumni Gift Planning Marketing Plan AACP DOD SIG Las Vegas December 2&3, 2007 Marie Parfitt Pattie

Structure-UCSF Development and Alumni Relations Centralized Development Office School Programs – School of Pharmacy Development and Alumni Relations ( 2 staff ) Planned Giving Department ( 3 Lawyers ) – tax expert – bequests - agreements

Planned Giving Department Marketing – Reactive rather than proactive Foresight Newsletter – 2x yr. – genericForesight Newsletter – 2x yr. – generic Meetings with Estate Planning Attorneys and Financial Planners (medical topics) auto immune diseases; ARI – 700 people, 20 people attend, info packages circulatedMeetings with Estate Planning Attorneys and Financial Planners (medical topics) auto immune diseases; ARI – 700 people, 20 people attend, info packages circulated Heritage Circle – invited /application with documentation – tea every 2 yearsHeritage Circle – invited /application with documentation – tea every 2 years

Donor Potential – Planned Giving Major Gifts during past 5 YearsMajor Gifts during past 5 Years Alumni Population Potential – 5,000 alumniAlumni Population Potential – 5,000 alumni Alumni DirectoryAlumni Directory Robert Sharp – PG audit – PG Donors – grateful patients vs. alumniRobert Sharp – PG audit – PG Donors – grateful patients vs. alumni

Funding Opportunity – UCOP Spotlight on AlumniSpotlight on Alumni Matching funds for programs to increase Alumni GivingMatching funds for programs to increase Alumni Giving New Position in Planned Giving Dept. – Justin MarshNew Position in Planned Giving Dept. – Justin Marsh Program Funding FY 2008Program Funding FY 2008

Year One Information Services – the basics Age information (DOB) appended to Advance for all active individualsAge information (DOB) appended to Advance for all active individuals Appeal Coding for GPP mailings –will allow for reporting, tracking, and response analysis.Appeal Coding for GPP mailings –will allow for reporting, tracking, and response analysis.

On-going Review and look to increase benefits of Heritage Circle membershipReview and look to increase benefits of Heritage Circle membership Additional Collaborative Efforts with Schools and other units including: Additional Collaborative Efforts with Schools and other units including: Giving Clubs/Recognition Groups that lead easily to gift planning promotionGiving Clubs/Recognition Groups that lead easily to gift planning promotion Revised communications and messaging in Annual Fund AppealsRevised communications and messaging in Annual Fund Appeals Increase stewardship and cultivation of alumni gift planning prospects through personal visits/contactIncrease stewardship and cultivation of alumni gift planning prospects through personal visits/contact

September/October, 2007: Update look and feel of Foresight by tweaking design/layout, producing in 4-color, and increasing “white space” by reducing text.Update look and feel of Foresight by tweaking design/layout, producing in 4-color, and increasing “white space” by reducing text. Expand distribution of Foresight to include all Alumni, Parents of Students, etc.Expand distribution of Foresight to include all Alumni, Parents of Students, etc. Increase personalized cultivation of Alumni receiving Fall 2007 ForesightIncrease personalized cultivation of Alumni receiving Fall 2007 Foresight

November/December, 2007: Simplified gift planning “insert” brochure for Development Officers and others to use in communications/collateral at eventsSimplified gift planning “insert” brochure for Development Officers and others to use in communications/collateral at events Will be School-specific at an efficient cost through the use of digital printing technologiesWill be School-specific at an efficient cost through the use of digital printing technologies

January/February, 2008: Send an “Invitation” mailing to Alumni age 60+ to join Heritage Circle by establishing a planned giftSend an “Invitation” mailing to Alumni age 60+ to join Heritage Circle by establishing a planned gift Consider development of Heritage Circle committee with members available at alumni eventsConsider development of Heritage Circle committee with members available at alumni events

March, 2008: Brown bag lunch/workshop with DO’s to help them better understand simple gift planning concepts and “clues” that a donor might be ready for PG to be included in the discussion plans.Brown bag lunch/workshop with DO’s to help them better understand simple gift planning concepts and “clues” that a donor might be ready for PG to be included in the discussion plans. Spring Foresight –Designating UCSF as a Beneficiary of Retirement Plans (testimonial letter from alum who has included UCSF as beneficiary of retirement plan)Spring Foresight –Designating UCSF as a Beneficiary of Retirement Plans (testimonial letter from alum who has included UCSF as beneficiary of retirement plan)

April/May, 2008: Review and analyze efforts to this pointReview and analyze efforts to this point Prepare and present Plan and Budget for FY 09Prepare and present Plan and Budget for FY 09

June, 2008: Special “Alumni Tables” at Heritage Circle Tea in 2008Special “Alumni Tables” at Heritage Circle Tea in 2008 Invite Dean / Faculty / School Directors of Development (School Relationships)Invite Dean / Faculty / School Directors of Development (School Relationships) Follow-up calls to those who sat at “Alumni Tables” at Heritage Circle Tea in 2008Follow-up calls to those who sat at “Alumni Tables” at Heritage Circle Tea in 2008 Begin work on Fall 2008 targeted mailing (specific subject tbd based on FY 08 results/learning) and First FY 09 issue of ForesightBegin work on Fall 2008 targeted mailing (specific subject tbd based on FY 08 results/learning) and First FY 09 issue of Foresight