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Stewardship task force

Join us for the University of Washington's Stewardship Task Force Fall Meeting on October 13, 2009. The agenda includes updates on Faculty Impact Reports from Glenn West (Dentistry), Antoinette Wills (Arts & Sciences), Peggy Fine (Engineering), and Lara Thurman (UW Medicine). We will discuss best practices in reporting and share insights on engaging donors and beneficiaries. Our vision focuses on communicating donor impact authentically. Be part of the conversation on enhancing stewardship and improving processes for donor engagement.

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Stewardship task force

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  1. October 13, 2009 Stewardship task force FALL MEETING 2009

  2. Meeting Agenda • Faculty Impact Reports • Glenn West (Dentistry) • Antoinette Wills (Arts & Sciences) • Peggy Fine (Engineering) • Lara Thurman (UW Medicine) ComingAttractions Welcome &housekeeping Q&A 1 2 3 4 5 6 7 • Endowments in Suspense • Michael Tu Discussion & Sharing: Best Practices in Faculty Impact Reporting For the Good ofthe Order

  3. Welcome / Housekeeping • Sign in • Restrooms 1 2 3 4 5 6 7

  4. 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.” 1 2 3 4 5 6 7

  5. Task Force Purpose Working together to bring about the UW’s vision for donor stewardship 1 2 3 4 5 6 7

  6. Tracking Endowments in Suspense Michael TuAnalystFinance & Administration

  7. Faculty Impact Reports - Samples • Glenn West Dentistry • Antoinette Wills Arts & Sciences • Peggy Fine Engineering • Lara Thurman UW Medicine

  8. Faculty Impact Reporting Dentistry

  9. Faculty Impact Reporting Arts & sciences

  10. Faculty Impact Reporting engineering

  11. Faculty Impact Reporting Uw medicine

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

  13. 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

  14. Coming Attractions • Training Session • December 2009 • Suggested topics? • Next Task Force Meeting • January 11, 20102:30 – 3:30 pmUW Tower Boardroom (T-22) 1 2 3 4 5 6 7

  15. For the good of the order 1 2 3 4 5 6 7

  16. Q&A 1 2 3 4 5 6 7

  17. Thank you for coming Mark’s Blog: https://staff.washington.edu/mlanum/wordpress/

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