Completed
 
 
 
 
 
Steward
Design
Digital
2022 AER Digital Components
Annual Endowment Reports → 2022 Annual Endowment Reports
Due Open Deliverables Open Emails
09-30-2022 0 / 4 0 / 4
Project Lead Project Team
Robert Mack CS Madolyn Haggbloom, Robert Mack   D Jason Phenicie
Sponsor Information
Donor RelationsRachel SmithAssistant Director of Donor Engagement
Project Description
Develop new look for Annual Endowment Reports that will carry us through the next few years. Extensive collateral list is below. Email Drop Dates: • Expect your AER Email: 10/11 • AER Delivery Email: 11/1 • Report Delivery Reminder Email: 11/15 • Survey Reminder Email: 12/6 Digital Items • Online survey (no design, possible copy changes) • Online Email Acquisition Form (no design, possible copy changes) • Emails: o Expect Your AER Email (drop 10/11) o Report Delivery Email (drop 11/1) o Report Delivery Reminder Email (drop 11/15) o Survey Reminder Email (drop 12/6) • Report Webpage (design only; BPM to execute)
Deliverables
EmailSend DateStatusAssigned Team 
FY22 AER Delivery Email11-03-2022Canceled by CollaboratorBlake Loiacono; Tonya Gibbs🔎 ✏️
FY22 AER Report Delivery Reminder Email11-15-2022CompleteBlake Loiacono; Tonya Gibbs🔎 ✏️
FY22 AER Survey Reminder Email12-06-2022CompleteBlake Loiacono; Tonya Gibbs🔎 ✏️
FY22 Expect Your Digital AER Email10-11-2022CompleteBlake Loiacono; Tonya Gibbs🔎 ✏️
Request TypeDue DateStatusAssigned TeamRequested Updates 
Update content (text, photo, etc.)09-30-2022CompleteMonica Vosilla; Jason Phenicie

See comments on PDF for changes:

- update date to 2022

- under "Endowment Contact Information" section add "Relationship to me" field under "Name" field.

🔎 ✏️
Update content (text, photo, etc.)09-30-2022CompleteMonica Vosilla

- Remove 2020 from URL

- lowercase "annual endowment report" in opening language

- Address fields aren't appearing when selecting "YES" on last question, can we fix to ensure people can submit their mailing address?

🔎 ✏️
Comments & Notes

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Created on March 29, 2022 at  3:49 PM (EDT). Last updated by Jason Phenicie on Dec.  6, 2022 at  2:54 PM (EST). Owned by Smith, Rachel.
Rachel Smith
Jason Phenicie
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