1. Stewardship and Cultivation Plan 2013 - 2014 Sarah Musgrave

2. The Plan Made up from research and consultations with every section Showcases activities across the year Includes standard, reactive, proactive stewardship and cultivation Implemented from August 2013

3. The Activities

4. Alumni Relations, Honourary Graduates and Cultivation Activity/ Level of Engagement Alumni RelationsHG +OthersCultivation Birthday Cards E-card Christmas Cards E-cardVCE-card The View OnlinePosted News@lboro  Alumni Magazine  E-newsletter (if email address available)  Campus Tour and Visit to School (Re-active)  Alumni Relations event (E.g. Reunion/BOND)  Volunteering Opportunities  Cultivation event (E.g. Henley)  Annual Fund Ask   Canvasser Visits  Invitations to Graduations  University Annual Report  Campus Tour & Visit to School or other area of interest  Meeting with the VC  Dinner at VC’s House (limited)  (VIP only)

5. Annual Fund and Regular Giving Activity/ Level of EngagementUnder £500RG 5 years +£500-£1000 Birthday Cards E-card Christmas Cards E-card The View OnlinePosted News@lboro  Alumni Magazine  E-newsletter (if email address available)  Campus Tour and Visit to School (Re-active)  Alumni Relations event (E.g. Reunion/BOND)  Volunteering Opportunities  Cultivation event (E.g. Henley)  Annual Fund Ask  Canvasser Visits  Invitations to Graduations  University Annual Report Campus Tour & Visit to School or other area of interest (Pro-active)  Meeting with the VC Dinner at VC’s House (limited) Stewardship Telephone Call  Invite to Annual Fund and Regular Giving Event  Acknowledgement/Recognition  Pin Badge  Your Gift Magazine  First Gift thank you card  Fund Report  Invite to Donor Specific Events 

6. Schofield Society Levels Activity/ Level of Engagement £1000 - £2500£2500 - £5000£5000 + Birthday Cards hand Christmas Cards hand/VC The View Posted News@lboro  Alumni Magazine  E-newsletter (if email address available)  Campus Tour and Visit to School - generic  Alumni Relations event (E.g. Reunion/BOND)  Volunteering Opportunities  Cultivation event (E.g. Henley)  Annual Fund Ask Canvasser Visits  Invitations to Graduations  University Annual Report  Campus Tour & Visit to School or other area of interest  Meeting with the VC  Dinner at VC’s House (limited)  Stewardship Telephone Call Invite to Annual Fund and Regular Giving Event Acknowledgement/Recognition  Pin Badge SS Your Gift Magazine  First Gift thank you card SS Fund Report  Invite to Donor Specific Events  Invite to Schofield Society Events (if applicable)  Invite to Scholarship Events  Offer to visit gift/see completion (if applicable)  Annual Schofield Society Dinner  Schofield thank you cards (if applicable)  VC Acknowledgement Letter (after first SS-level gift)  VC Annual Update Letter  Gift Impact Report & Financial info  VC Strategic Plan 

7. Why are we doing this? Feel good and happy about their relationship with the university Consistency / all donors get treated the same Highlight what people get in return for their gifts “Long after people forget what you did for them, they will remember how you made them feel”

8. How are we going to do this? By working together! More consultations Calendars

9. Any Questions?