Completed
 
 
 
 
 
Fundraise
FY22 AG Fall Unit Mailing
Annual Giving Solicitations → FY2022 - Q2
Due Open Deliverables
11-10-2021  / 1
Project Lead Project Team
not assigned CS Robert Mack   D Jason Phenicie   W Nicole Neal
Sponsor Information
UF Health, ShandsHeather AdkinsDirector of Annual Giving
Project Description
AUDIENCE: Alumni who made a gift to an academic fund in the last 5 years. Alumni will be segmented by their most recent unit of graduation. PROJECT RECOMMENDATIONS: Package o Mail - #10 closed envelope (2/2, bleeds), 8.5x14 letter with perforated reply card (6/6, bleeds), #9 BRE o The envelope and letterhead need to have a space for the college name so they can be personalized for each unit • Messaging – 2 letter templates needed o Similar to letter used in FY20 fall unit mailing with college specific bullet points or paragraph tied into larger UF campaign message and use dean as signatory o One letter template that is from the student perspective. Can include an area for bullets similar to what is used on the dean letter. See examples attached. o Variable paragraphs: donors, lapsed, loyal
Deliverables
NO DELIVERABLES - Please add at least one deliverable
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[NOV-01-21 Marissa Hartman] Nicole will finish proofing when she comes back from vacation tomorrow!

Asking Jason about Heathers UFL Question: "Each letter has a unique URL specific to that department/college. We have 16 different letters and we need 16 URLs updated. Is it best if I just create one project request in the portal and then email you the specific URL’s and the appeal codes to attach?"

[OCT-26-21 Marissa Hartman] Nicole will proof the first batch of 6 letters that Heather Adkins sent this morning. I have uploaded them into box!

[OCT-14-21 Marissa Hartman] As the units provide their fall unit letters to AG, they will send them to me to have a writer read and (if necessary) make edits to the Word doc. Timeline unclear! TBD
Created on Sept.  9, 2021 at  3:10 PM (EDT). Last updated by Jason Phenicie on Nov. 14, 2022 at  9:48 AM (EST). Owned by Hartman, Marissa.
Marissa Hartman
Jason Phenicie
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