Estate and Gift Planning
GPL
https://ufodaa.box.com/GPL 3286628442
Collaborators
 
Collaborator First Name
Collaborator Last Name
Collaborator Title
 
Paul Caspersen Assistant Vice President of Development/Senior Philanthropic Advisor
Alex Cobb Director of Development, Gift Planning
Rachel Dorman Associate Director of Development
Anna Maria Eades Senior Director of Development, Gift Planning
Andrea Fourman Director of Development, Gift Planning
Julie Price Trickey Gift Planning Associate
Bussey Quackenbush Marketing Specialist
Shirl Raulerson Administrative Assistant II
Fred Rowe Director of Development and Real Estate
Kelly Royston Administrative Assistant
Michael Sopko Director of Development, Gift Planning
Projects
 
Project Proposed
Due Date
Project Name
Project Status
Master Project Name
Creative Services Lead
Development Communications Lead
Digital Communications Lead
Administration Lead
Additional Team
Collaborator Name
 
  Education Gift Planning Ads Completed   Jim Baer         Paul Caspersen
  Update Harn Gift Planning Guide Completed   Jim Baer         Paul Caspersen
  Gift Planning Ads Template Completed   Jim Baer Liesl O'Dell       Bussey Quackenbush
  eLegacies Go Greater Rebranding Completed   Jim Baer     Jessica Miller David Houder Julie Price Trickey
  Edits to Website Please Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  IRA Rollover Page Updates Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Edit to https://www.uff.ufl.edu/giving-opportunities/ Not Assigned Advancement Website Updates           Bussey Quackenbush
  Add link to UFAN site on UFF site Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Update IRA Charitable Dist. Form Letter to Admin. Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Add Category to UFAN Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Orange and Blue Tailgate eBlast Completed Email Marketing           Bussey Quackenbush
  Fund description update - 023297 Completed Advancement Website Updates     Jason Phenicie     Alex Cobb
  Small Edits to UFF website Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Real Estate Pages for UFF Website Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Update IRA forms Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Orange & Blue VIP URL for cvent/postcard Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Edit to contact page Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Vanity URL for UFAN  event Not Assigned Advancement Website Updates           Bussey Quackenbush
  UFAN eNewsletter Completed Email Marketing     Chris Barnett     Bussey Quackenbush
  Update documents on IRA page Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  Grammatical Errors on Website Completed Advancement Website Updates     Jason Phenicie     Andrea Fourman
  Atlanta Regional Campaign Cabinet Message - November 2019 Completed Email Marketing     Jason Phenicie     Andrea Fourman
  IRA & Securities Year-End Emails Completed Email Marketing     Tonya Gibbs     Bussey Quackenbush
  CGA Rate Change email Completed Email Marketing     Chris Barnett     Bussey Quackenbush
  UFAN Spring eNewsletter Completed Email Marketing     Chris Barnett     Bussey Quackenbush
  IRA Packet update Completed Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  UFAN Women and Estate Planning Completed Cvent Online Event Management     Martha Jakab     Bussey Quackenbush
  Update Fact Sheets Toolkit Assigned Advancement Website Updates     Jason Phenicie     Bussey Quackenbush
  2020 Orange and Blue Tailgate Assigned Cvent Online Event Management     Martha Jakab     Bussey Quackenbush
  UFAN  Summer eNewsletter Completed Email Marketing     Chris Barnett     Bussey Quackenbush
  UFAN 2020 Gator Gathering Assigned Cvent Online Event Management     Martha Jakab     Bussey Quackenbush
05-20-2015 Gift Planning Supplements Completed   David Houder         Paul Caspersen
06-12-2015 UFAN Certificates On Hold   David Houder         Paul Caspersen
07-10-2015 Gift Planning College-Unit Summary Completed   Jim Baer         Paul Caspersen
08-18-2015 Sorry I Missed You Postcard Canceled   Jim Baer         Paul Caspersen
08-28-2015 Proposal Presentation Folder On Hold   Jim Baer         Paul Caspersen
09-30-2015 Reprint Medicine Gift Planning Guide Completed   David Houder         Shirl Raulerson
10-30-2015 Gift Planning Guide Reorder Completed   David Houder         Shirl Raulerson
11-09-2015 Realized Bequest Letter Completed   Robert Mack Mary Goodwin        
12-03-2015 Advisor Network Sig Completed   David Houder         Paul Caspersen
03-18-2016 AG & PG Postcard Completed   Jim Baer         Paul Caspersen
03-21-2016 UF Advisor Network Law Poster Completed   Robert Mack         Andrea Fourman
08-15-2016 Gift Planning Commodities Booklet Completed   Jim Baer         Paul Caspersen
08-31-2016 Toolkit Updates for Gift Planning Completed Advancement Toolkit Jim Baer         Bussey Quackenbush
01-01-2017 Birthday Stationary Update Completed   Robert Mack         Shirl Raulerson
01-30-2017 GiftPlanningBirthdayCard Completed   Robert Mack         Shirl Raulerson
02-15-2017 GP Ad Templates for 2017 Completed   Jim Baer         Bussey Quackenbush
07-31-2017 COM Gift Planning Ad Completed   Jim Baer Mary Goodwin       Bussey Quackenbush
08-15-2017 Go Greaterize Legacies Newsletter Completed   Robert Mack         Bussey Quackenbush
08-25-2017 HHP Gift Planning Ad Completed   Aaron Daye Mary Goodwin       Bussey Quackenbush
Result Pages:  1  2  3    
Created on April  3, 2015 at  4:26 PM (EDT). Last updated by Phenicie, Jason on Sept.  6, 2018 at  8:19 AM (EDT). Owned by Communications, UF Advancement.
UF Advancement Communications
Jason Phenicie
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