Completed
 
 
 
 
Digital AER Components
Annual Endowment Reports → 2020 Annual Endowment Reports
Due Open Deliverables Open Emails
06-30-2020 0 / 4 0 / 4
Project Lead Project Team
not assigned CS Robert Mack   D Jason Phenicie
Sponsor Information
Donor RelationsRachel SmithAssistant Director of Donor Engagement
Project Description
NEW: • A graphically designed web page for each donor/packet with the donor’s name o The page design to come from Communications – there might be limitations on this but we won’t know until we see what you/they have in mind o Web page will include a link/button/tile to the 2020 Endowment Report and 2020 Endowment Brochure PDF o Web page can include a link/button that opens the giving page (tentative) o Web page can include a link/button that opens a online survey o Web page would be password protected (BPM will auto-generate passwords for each page) o Web page design should mirror hard copy folder design • Communications will send out emails to applicable audience with info to access their report (to be determined by Donor Relations and Communications (requested drop date 11/2) o BPM will provide the link and password info for the emails • Follow-up email for surveys to entire AER audience with emails (~1 month later) CURRENT: Anticipated Deadline - Late June TJM approval • Update designs to incorporate “Your Ideas” theme: o Folder (new design, we will provide updated content for the letter) o TJM notecard to for VIPs o Endowment Booklet (update cover to match new folder design, minor content updates will be provided in the fall) o Survey (minor content changes) – hard copy and digital version UPCOMING: Anticipated Deadline - September • Format Dean/Director Messages into approved template
Deliverables
EmailSend DateStatusAssigned Team 
AER Survey Reminder Email11-30-2020CompleteTonya Gibbs🔎 ✏️
Email Acquisition Email08-31-2020CompleteTonya Gibbs🔎 ✏️
Email Acquisition Follow-up Email09-08-2020CompleteTonya Gibbs🔎 ✏️
Report Delivery Email11-02-2020CompleteTonya Gibbs🔎 ✏️
Request TypeDue DateStatusAssigned TeamRequested Updates 
Propose a new page06-30-2020CompleteJason Phenicie

New online form for AER Email Acquisition. Responses or a report of responses should be sent to mhyle@uff.ufl.edu.

Please provide shortlink to form to include on printed materials.

Include the following on the form:

The University of Florida is pleased to provide your Annual Endowment Report digitally. Please use the form below to confirm your preferred email address to receive your report.

Full Name________________________

Preferred Email Address________________________

Re-enter Email Address_________________________

I do not wish to receive my Annual Endowment Report by email, please mail a hard-copy to my preferred address. (yes) (no)

 

Upon completing the form, the following message should appear:

Thank you for your support of UF. We look forward to sending your endowment report straight to your fingertips.

🔎 ✏️
Update content (text, photo, etc.)06-30-2020CompleteJason Phenicie

Update AER survey. Changes highlighted in Word doc.

Responses should go to mhyle@uff.ufl.edu. Please update the response subject line to: "2020 Annual Endowment Report Survey Response"

🔎 ✏️
Comments & Notes

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Created on June  1, 2020 at  2:50 PM (EDT). Last updated by Rachel Smith on Dec.  1, 2020 at  3:21 PM (EST). Owned by Clemen, Katie.
Katie Clemen
Rachel Smith
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