Completed
 
 
 
 
 
Fundraise
Charitable Gift Annuities Email 2022
Due Open Deliverables
06-09-2022 0 / 1
Project Lead Project Team
not assigned CS James Baer   D Jason Phenicie   W Nicole Neal
Sponsor Information
Estate and Gift PlanningBussey QuackenbushMarketing Specialist
Project Description
The Office of Estate and Gift Planning would like to send an email out in regards to the upcoming rate increase for Charitable Gift Annuities. This project will impact our design, writing, and digital team. Send Date: June 16 Design Needs: Email Header Copy Needs: I have attached the proposed drafted text for the first email. They are hoping our writing team could review. They are not sold on the first sentence, and they are hoping to get some help on that in particular. They are trying to talk about some of the uncertainties in the world and how a gift annuity could add some security into their life. After the rate goes into effect, they would like to send a follow up email. Date/copy for that second email is undecided at this point
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
Email Header06-09-2022CompletedDavid Houder🔎 ✏️
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Created on May 23, 2022 at  2:34 PM (EDT). Last updated by Jason Phenicie on Nov. 14, 2022 at  8:50 AM (EST). Owned by Hartman, Marissa.
Marissa Hartman
Jason Phenicie
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