Completed
 
 
 
 
 
Steward
Design
2023 AER Print Components
Annual Endowment Reports → 2023 Annual Endowment Reports
Due Open Deliverables
10-20-2023 0 / 14
Project Lead Project Team
Robert Mack CS Robert Mack
Sponsor Information
Donor RelationsRachel SmithAssistant Director of Donor Engagement
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
College/unit content population10-20-2023CompletedRobert MackRachel will be sending over after review🔎 ✏️
Content review08-25-2023CompletedBarbara Drake; David Finnerty🔎 ✏️
Dean/director template07-07-2023CompletedRobert Mack🔎 ✏️
Email acquisition postcard07-07-2023CompletedBarbara Drake; Robert Mack🔎 ✏️
Endowment booklet10-20-2023CompletedRobert Mack

Updated cover plus content changes provided by Finance & Accounting

From Rachel (9/25/23), "attached PDF" is in Input under "Endowment Book":

Please see comments in the attached PDF. In addition, we will need to modify the risk vs. return graphic on pg. three based on the graphic below:

🔎 ✏️
Financial template07-07-2023CompletedRobert MackUpdate to include some glossary 🔎 ✏️
Folder insert/sticky note07-07-2023CompletedRobert Mack🔎 ✏️
Folder09-15-2023CompletedRobert Mack🔎 ✏️
Fund impact template07-07-2023CompletedRobert Mackupdate to new design🔎 ✏️
Intro letter (unsigned)10-20-2023CompletedRobert MackNew piece added 8/14/23 - Guidance is available in the files at https://ufodaa.box.com/s/eyk7g00kugu3o806tam90hue4flnxnm4🔎 ✏️
Packet envelope09-15-2023CompletedRobert Mackupdate date 🔎 ✏️
Presentation Material for Maria and Toby07-07-2023CompletedRobert MackPDF concept page (similar to other projects)🔎 ✏️
VP notecard for VIPs07-07-2023CompletedRobert Mack🔎 ✏️
Printed survey07-07-2023CancelledRobert Mackupdate to new design - possible copy changes🔎 ✏️
Comments & Notes

Add your comment or additional information by clicking the Edit button in the upper-right corner and completing the form.

The update will be added to the project and a notification will be sent to the project team.
-- [JUN-20-23 Yasmin Williams] --------------
Megan: Requested (3) edits fwd to Rob. 

-- [JUL-05-23 Yasmin Williams] --------------
updated AER written component timeline based on our meeting with Nicole. Attached in BOX.  confirm the VP Letter deadline with Matt Coleman. *Matt on Vacay* Maria was supposed to meet with Kari last week, currently awaiting confirmation.

-- [JUL-10-23 Yasmin Williams] --------------
Rachel provided Email acquisition collateral content/ Emails report & post reports to Barbara. Mon 7/10/2023 11:19 AM

-- [JUL-11-23 Yasmin Williams] --------------
Rachel sent over the first batch (23 of 33) of AER Dean/Director Message & C/U Highlights for your review and feedback. 

-- [AUG-16-23 Yasmin Williams] --------------
Rob revised AER letterhead and sent it over to Rachel.

-- [AUG-22-23 Yasmin Williams] --------------
Per Rachel AER Update Contact Info Form =No changes needed

-- [AUG-31-23 Yasmin Williams] --------------
Reached out to Rachel to  inquire about content for the intro letter for the AERs.

-- [AUG-31-23 Yasmin Williams] --------------
Per Rachel:  still working on the content and will need to run it by Matt Coleman for his feedback.

-- [SEP-08-23 Yasmin Williams] --------------
Per Rachel: changes to the survey *The survey updates were completed in May* printed pieces, which are print-ready? *I am working on the quotes with the vendor, and will follow up soon to place the orders.*


-- [SEP-12-23 Yasmin Williams] --------------
Per Rachel to ALTA: We’d like to go ahead with the AER folder order. Rachel provided file link to ALTA

-- [SEP-12-23 Yasmin Williams] --------------
Rachel confirmed with David Christie that login information  in the intro message will be available to print recipients. Per Jason, he will reach out to Michael and Ken to get the URL for the portal. 

-- [SEP-14-23 Yasmin Williams] --------------
AG received the color proof of the AER folder. Megan reviewed it in person and thinks it looks good. Rob will take a trip over to review. 9/14.

-- [SEP-14-23 Yasmin Williams] --------------
Rachel submitted The college/unit dean/director messages are finalized and ready to input into the design layout. Request to have drafts back by end of week next seek. 9/22?

-- [SEP-19-23 Yasmin Williams] --------------
Rob sent Rachel Dean/Director Message drafts in one PDF

-- [SEP-21-23 Yasmin Williams] --------------
Rachedl had a chance in layout with edits for rob. Rob has completed edits and sent Rachel 2nd draft. Thu 9/21/2023 12:11 PM

-- [SEP-22-23 Yasmin Williams] --------------
Per Rachel: o    UFICO numbers are in, and we expect to have the endowment booklet changes ready to share soon.

-- [SEP-22-23 Yasmin Williams] --------------
Rob currently working on edits for AER Dean/Director should have them back Monday.

-- [SEP-26-23 Yasmin Williams] --------------
Cover letter approved with a (1) edit change “Welcome to Your Report” to “Thank You for Your Investment”.

-- [OCT-03-23 Yasmin Williams] --------------
Rachel has a few edits for Endowment book.

-- [OCT-11-23 Yasmin Williams] --------------
Rachel edit request: We need to make revise two Dean messages. Please see below. After these changes, these are complete.

•    Law: 
o    Replace second bullet with:
    IMPROVED STUDENT DIVERSITY, with new JD students coming from 92 institutions in 38 states and 14 countries.
•    Nursing:
o    Remove last bullet: “Through an innovative…”

-- [OCT-13-23 Yasmin Williams] --------------
Rob provided updated letter with changes based on Rachel edits.

-- [OCT-23-23 Yasmin Williams] --------------
Rachel: •    AER Print components – everything is complete. Thank you
Created on March 23, 2023 at  8:37 AM (EDT). Last updated by Jason Phenicie on Oct. 25, 2023 at 10:02 PM (EDT). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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