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no |
Completed |
|
Gift Planning Ads Template |
Create a template of sorts for gift planning using the language provided by Paul Caspersen's vendor (Liesl can provide). Elizabeth Quackenbush will edit these to fit Paul's needs. |
https://ufodaa.box.com/s/dbybbfqw52inldmnugu0bckrmzipkowp |
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no |
Completed |
|
Edits to Website Please |
See attached website request(s) |
https://ufodaa.box.com/s/6r9l7nf41mogxerx673onr2gshvvtfuy |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
IRA Rollover Page Updates |
See attached website request(s) |
https://ufodaa.box.com/s/6qdwl4xunic4bbiqamrbzc8nk90ye725 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Edit to https://www.uff.ufl.edu/giving-opportunities/ |
See attached website request(s) |
https://ufodaa.box.com/s/m4xtqtnuuzaubxm2tlvce6e4i1uixbtz |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Add link to UFAN site on UFF site |
|
https://ufodaa.box.com/s/xu1dqk710ld4iv02yjl62vej3q22hg4h |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA Charitable Dist. Form Letter to Admin. |
See attached website request(s) |
https://ufodaa.box.com/s/uwxv86rrh630vsn72y8laaajfu8yi5xp |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Add Category to UFAN |
See attached website request(s) |
https://ufodaa.box.com/s/hlsjntr7zo35pp19i9zbafzuhngtn52n |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Orange and Blue Tailgate eBlast |
This is our annual email invitation for Orange and Blue Tailgate
Would like to send out either April 4th or 5th. Possibly 2 versions, still working on this. Will use same image as postcard invite. I am happy to layout in sales force marketing
Thank you, Bussey
|
https://ufodaa.box.com/s/94cuiik1zw8c6c91cvf1wv0ng8ycv2b6 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Small Edits to UFF website |
See attached website request(s) |
https://ufodaa.app.box.com/folder/54861497775 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Real Estate Pages for UFF Website |
See attached website request |
https://ufodaa.app.box.com/folder/60504530688 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA forms |
See attached website request(s) |
https://ufodaa.app.box.com/folder/64286740260 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Orange & Blue VIP URL for cvent/postcard |
See attached website request(s) |
https://ufodaa.app.box.com/folder/69898931544 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Edit to contact page |
See attached website request(s) |
https://ufodaa.app.box.com/folder/74380816613 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Vanity URL for UFAN event |
See attached website request(s) |
https://ufodaa.app.box.com/folder/80549478944 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN eNewsletter |
Fall enewsletter to Advisor Network |
https://ufodaa.app.box.com/folder/88374670675 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update documents on IRA page |
See attached website request(s) |
https://ufodaa.app.box.com/folder/92249801549 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
IRA & Securities Year-End Emails |
Create & send 2 CYE emails
|
https://ufodaa.app.box.com/folder/94588142325 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
CGA Rate Change email |
Email to inform of CGA rate decrease. |
https://ufodaa.app.box.com/folder/95610141427 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN Spring eNewsletter |
ENewsletter for UF Advisor Network |
https://ufodaa.app.box.com/folder/97207943753 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
IRA Packet update |
See attached website request(s) |
https://ufodaa.app.box.com/folder/101594453774 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN Women and Estate Planning |
Cvent for UFAn panel/discussion in Tampa for women interested in estate planning |
https://ufodaa.app.box.com/folder/102283404428 |
41 |
Cvent Online Event Management |
|
Communications, UF Advancement |
|
|
|
no |
Completed |
|
Update Fact Sheets Toolkit |
See attached website request(s) |
https://ufodaa.app.box.com/folder/104664230157 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Canceled |
|
2020 Orange and Blue Tailgate |
|
https://ufodaa.app.box.com/folder/105000419776 |
41 |
Cvent Online Event Management |
|
Communications, UF Advancement |
|
|
|
no |
Completed |
|
UFAN Summer eNewsletter |
|
https://ufodaa.app.box.com/folder/110784429460 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN 2020 Gator Gathering |
|
https://ufodaa.app.box.com/folder/115707321509 |
41 |
Cvent Online Event Management |
|
Communications, UF Advancement |
|
|
|
no |
Completed |
|
Digital Ad |
Captain Hamm digital add for the new digital yearbook (Heather Ashley will provide Bussey with sizes).
9/23 Update: Project is on hold until they figure out whether the digital event for Grand Guard is happening. |
https://ufodaa.app.box.com/folder/118339879359 |
67 |
Grand Guard |
|
Clemen, Katie |
|
|
|
no |
Completed |
|
Update IRA packet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/121881275463 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update Charitable Gift Annuities Fact Sheet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/122067685445 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN 2020 Fall eNewsletter |
|
https://ufodaa.app.box.com/folder/122872667934 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN Spring eNewsletter |
|
https://ufodaa.app.box.com/folder/128254836709 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA Packet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/129205565367 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA forms edited 2/11 |
See attached website request(s) |
https://ufodaa.app.box.com/folder/131501615731 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA .pdf packet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/133605993864 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN Tax Smart Giving |
|
https://ufodaa.app.box.com/folder/135422429327 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Summer 2021 Legacies |
Bussey has 1 ˝ - 2 stories that are needed for Summer Legacies.
Donor Story:
We are featuring a terminally ill donor, Mr. Khan Dinh, who has set up a planned gift to fund research on the disease he is dying from (Chagas Disease). UF Health interviewed him a while back and is writing a story for their purposes. That draft should be ready sometime next week. I have a feeling it may be too long for me to reuse in Legacies and may need some reworking. Is there someone on your team that could handle reworking it once I receive it? UF Health is aware that it may be reworked for Legacies and will handle approvals.
Impact Story:
Dr. Norman Beatty who is doing research on the prevalence of Chagas in Florida’s Latin American Community. UF Health has written a story, however it’s too long and I want to go from the angle of the importance of funding his research. I’ve talked to Patrick Henry and he said Dr. Beatty would be up for an interview. I would virtually introduce the writer to Patrick and Dr. Beatty.
Here’s a link to the current story: https://m.ufhealth.org/news/2021/uf-health-scientists-study-prevalence-kissing-bug-disease-among-latin-americans-florida?fbclid=IwAR0yWx5-VvS9bjmcPXUHzp6ChfaXltmfAq2Qc2aNmiHS7dgoSLiBznpgnYA
|
https://ufodaa.app.box.com/folder/135939647364 |
|
|
|
|
|
|
|
no |
Completed |
|
UFAN Summer eNewsletter 2021 |
|
https://ufodaa.app.box.com/folder/136724213096 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
IRA Packet Advancement Toolkit |
See attached website request(s) |
https://ufodaa.app.box.com/folder/138432693033 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
2021 UFAN Gator Gathering |
Event is on November 5th |
https://ufodaa.app.box.com/folder/139630402558 |
41 |
Cvent Online Event Management |
|
Communications, UF Advancement |
|
|
|
no |
Completed |
|
Simplified Legacy Logo for Engrave |
Gift Planning will be purchasing Yeti cups/mugs similar to the ones that we received at Christmas from Advancement. These are for the Legacy Society. The engraving will need to be a one color vector file.
Tom requested that these mugs carry a UF logo, and not a Legacy Society mark. Luke suggested using either the block “UF” or the Flying F mark. |
https://ufodaa.app.box.com/folder/139638093978 |
|
|
|
|
|
|
|
no |
Completed |
|
Update CGA Fact Sheet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/143040158498 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Give Miami Day email 1 |
|
https://ufodaa.app.box.com/folder/147011964891 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Give Miami Day email 2 |
|
https://ufodaa.app.box.com/folder/147235079844 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Give Miami Day email 3 |
|
https://ufodaa.app.box.com/folder/147237170733 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
UFAN Spring eNewsletter 2022 |
|
https://ufodaa.app.box.com/folder/151702354609 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Donor Advised Fund link |
See attached website request(s) |
https://ufodaa.app.box.com/folder/151780830027 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update IRA Packet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/153382865940 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
IRA Packet Advancement Toolkit |
See attached website request(s) |
https://ufodaa.app.box.com/folder/153383314830 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
DAF Fact Sheet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/159182178682 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
Update Donor Advised Fund Fact Sheet |
See attached website request(s) |
https://ufodaa.app.box.com/folder/162239345149 |
50 |
Advancement Website |
|
Phenicie, Jason |
|
|
|
no |
Completed |
|
CGA Rate Increase |
|
https://ufodaa.app.box.com/folder/162678783446 |
39 |
Email Marketing |
|
Phenicie, Jason |
|
|