Assigned
 
 
 
 
 
Steward
Design
Photo/Video
Legacy Society Welcome ThankView Video & Mailer
Starts Due Open Deliverables
10-30-2024 2 / 2
Project Lead Project Team
Yasmin Williams CS Brenton Richardson, David Houder
Sponsor Information
Donor RelationsRachel SmithAssistant Director of Donor Engagement
Project Description
The Office of Gift Planning would like to add additional stewardship touches for the Legacy Society. Currently, new Legacy Society members receive a welcome packet that includes a license plate/frame and a letter from the Executive Director. Existing Legacy Society members receive the Legacies newsletter/e-newsletter triannually. Donor Relations and Gift Planning met to brainstorm ideas and are interested in adding two ThankView touches: the first will be sent 4-6 weeks after the welcome packet is mailed and the second will be sent later in the year (timeframe tbd). We would like to focus on the first ThankView video to start. Gift Planning has emails for ~75% of their donors. They would like to send a postcard with a link/QR code to the video for those without an email. Gift Planning is currently developing bullet points for the key messages they want to convey through the ThankView/Video - will be along the lines of welcome to Legacy Society (reinforce their membership in this society), thank them for the impact they will make at UF, and remind them that the Office of Gift Planning is available as a resource.
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
Postcard10-23-202410-30-2024AssignedDavid Houder🔎 ✏️
ThankView video10-23-202410-30-2024AssignedBrenton Richardson🔎 ✏️
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Created on Jan. 18 at  1:50 PM (EST). Last updated by Jason Phenicie on April  9 at  5:02 PM (EDT). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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