Bussey Quackenbush
Bussey Quackenbush
   
 
Marketing Specialist
bquackenbush@uff.ufl.edu
(352) 392-9534
Estate and Gift Planning
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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 https://ufodaa.box.com/s/vry6e264hr9firu721ldnj5fy3znd2gn                
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        
yes Assigned   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        
yes Assigned   UFAN 2020 Gator Gathering   https://ufodaa.app.box.com/folder/115707321509   41 Cvent Online Event Management   Communications, UF Advancement        
no On Hold   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        
yes Assigned   Update IRA packet See attached website request(s) https://ufodaa.app.box.com/folder/121881275463   50 Advancement Website   Phenicie, Jason        
yes Assigned   Update Charitable Gift Annuities Fact Sheet See attached website request(s) https://ufodaa.app.box.com/folder/122067685445   50 Advancement Website   Phenicie, Jason        
yes Assigned   UFAN  2020 Fall eNewsletter   https://ufodaa.app.box.com/folder/122872667934   39 Email Marketing   Phenicie, Jason        
no Completed 08-31-2016 Toolkit Updates for Gift Planning Update territory map
Update fact sheets
General edits
Add section for ads (including college/unit examples)
https://ufodaa.box.com/s/92mbwng2cu4qp6vld9y1ampfmqqcl20w   31 Advancement Toolkit   Miller, Jessica        
no Completed 02-15-2017 GP Ad Templates for 2017 2 versions of full page ad templates for Gift Planning.
Please integrate some elements Go Greater look and feel.
https://ufodaa.box.com/s/lfvbep7nmvh1zgxpt7msyrfe6uf90u0i https://ufodaa.box.com/s/w0ia23ob04l7wq3mz8tpn8cbz4b3bour                
no Completed 07-31-2017 COM Gift Planning Ad Refresh to the College of Medicine gift planning ad that runs in the Florida Physician magazine. Testimonial of alum couple that established a scholarship for COM students. https://ufodaa.box.com/s/7xn66cya44zhqatd6x2hwylsojh23z38                  
no Completed 08-15-2017 Go Greaterize Legacies Newsletter see files in the project folder. 

https://ufodaa.box.com/s/5mi2dqwr4sm3n4ki20h1r447vzzd1f4i                  
no Completed 08-25-2017 HHP Gift Planning Ad Gift planning ad for HHP featuring an alumnus who made a planned gift to support scholarships.                    
no Completed 08-31-2017 Legacies Newsletter Campaign Story Campaign overview/introduction in fall issue of Gift Planning newsletter, Legacies. https://ufodaa.box.com/s/okof8n0x8h4ysrftjf8orhhel1m9runh                  
no Completed 11-28-2017 CYEEmailStockGift Two Email headers for gift planning, stock gifts and IRA rollover                    
no Completed 11-30-2017 Legacy Society Birthday Cards 2018 Requesting a new design of the Legacy Society birthday cards. they send to over 1500 people/year. https://ufodaa.box.com/s/9nldved6zbauhsy93q6bmbg7ie2xxlml               3 Renaissance Printing
no Completed 01-08-2018 UFAN at Heckerling Institute Attached is the image we would like to use for or the email invite. I understand if it needs editing.  

This is for a UF Advisor Network breakfast at the The Heckerling Institute Conference in Orlando. It is an estate planning conference. 

Paul would like to send the invite out this afternoon, I mentioned that to Chris and he said that it might be a tight squeeze to happen today from a sending point. 

If today is not feasible he would like it to go out Monday. 

I can set up the email in salesforce marketing so it’s ready to go, but I need approval on the image or an edited version.

I am attaching the copy that we plan on using. Please let me know what is feasible. 
https://ufodaa.box.com/s/6pzkst7qb5kwb29freb9jphphi3jlec4   39 Email Marketing   Phenicie, Jason        
no Completed 01-10-2018 UF PA Gala Program Ad Update Update existing ad design to reflect campaign. 
Black and white
4.75"x7.75" or 29x47 picas
Ad needed for UF PA annual gala program. Black & White, no bleed.
Go Greater branding - Real estate ad for program. Attachement included
https://ufodaa.box.com/s/keli040vbr05d9hqo34kw6ohg0w3vk2l                  
no Completed 02-15-2018 Gift Planning DO Toolkit Updates add some items and update others on the Gift Planning page of the Advancement/DO Toolkit. Would this be possible? Here’s what I have:

There is new fact sheet: Stock Options
A form: Donors Advised Funds (One is Interactive)
An update to the Gifts of Real Estate Fact Sheet
An update to the Gift Planning Guide (email and print version)

https://ufodaa.box.com/s/mdb2gem2k8h27a27nrh28hmdsf8lu988                  
no Completed 03-06-2018 Orange and Blue Tailgate Invite •    It is the 10th Annual so we would like it to celebrate that fact
•    It will be on Saturday, April 14th, 12:00 – 3:00pm, Emerson Alumni Hall (this may change to O’Connell Center)
•    RSVP by April 9th
•    Lunch is served from 12:00 pm – 3:00 pm
•    A tour of the Small and Large Animal Hospital at the UF College of Veterinary Medicine from 1:00 pm – 2:00 pm*  (Space is limited to first 60 RSVPS that are interested)
•    We will be sending out approximately 1700 postcards
•    They need to be in the mail by March 14th
•    Renaissance printed and mailed them last year we were happy with the product (they have a 3-4 day turnaround from proof approval)
https://ufodaa.box.com/s/aj8zsmxt0pgqq0iwzlz9ze4detvtqs8u                  
no Completed 03-07-2018 Charitable Gift Annuity Postcard •    Looking to have it drop in the mail by March 21st.  
•    Quantity of 5,000 possibly up to 10,000.
•    Postcard with tear-off reply card (see attached).
•    Copy would similar. Paul would work with your team on updating it.
•    Need a better hook/draw on the front of the postcard.
•    We do have leftover brochures that are in the attached file and would like to use them.  A Simple Gift That Boosts Your Income. 
•    Would like to have variable data on reply card if possible, understand if not possible. 
•    Could we get an estimate on cost for printing and mailing?
https://ufodaa.box.com/s/58evhha7gk7vljbzbx8cbhwl9n2ars7m               1 Alta Systems, Inc.
no Canceled 04-14-2018 O&B Tailgate Photo •    The event will be held in the President’s  Ballroom (last year it was Warrington)
•    Lunch will be served by Blue Water Bay (instead of BBQ)

•    It is the 10th Annual so we would like it to celebrate that fact
•    It will be on Saturday, April 14th, 12:00 – 3:00pm, Emerson Alumni Hall (this may change to O’Connell Center)
•    RSVP by April 9th
•    Lunch is served from 12:00 pm – 3:00 pm
•    A tour of the Small and Large Animal Hospital at the UF College of Veterinary Medicine from 1:00 pm – 2:00 pm*  (Space is limited let us know if you are interested)
https://ufodaa.box.com/s/rd4h2v45efcafl1hvdwdze1zv4l5epzl   4 Photo Requests   Communications, UF Advancement        
no Completed 05-25-2018 Gift Planning DO Toolkit changes Title Changes

o    Paul Caspersen 
Assistant Vice President of Development/Senior Philanthropic Advisor

o    Andrea
Director

o    Alex Cobb
Director


Additions to Staff

•    Kelly Royston
Admin. Assistant
Office: 352-392-0097
Fax: 352-334-8056
Email: kroyston@uff.ufl.edu  

•    Bussey Quackenbush
Marketing Specialist
Office: 352-392-9534
Fax: 352-334-8045
Email: bquackenbush@uff.ufl.edu

Updated Forms

•    Notification of Revocable Estate Commitment

•    Donor Advised Funds Form  (You can get rid of the static version if you want)
https://ufodaa.app.box.com/folder/49086691882                  
no Canceled 07-24-2018 CGA Rate Increase Email to Announce rate increase for Charitable Gift Annuities https://ufodaa.app.box.com/folder/50708924078   39 Email Marketing   Phenicie, Jason        
no Completed 08-02-2018 UFAN invite Invite to UF Advisor Network (UFAN) Fall Event which will be held September 14th at the F-Club at the stadium. https://ufodaa.app.box.com/folder/51472489554   41 Cvent Online Event Management   Communications, UF Advancement        
no Completed 08-15-2018 IRA Postcard This is a dupe of the CGA Postcard. Here is some pertinent info:
 
·        It would need to send before end of August
·        10,000 pieces
·        Same layout as CGA mailer that Jim did previously (see attached)
·        Recipients will be 70.5 and older
 
We really like the vintage look of the Iowa State piece that is attached and would like to use vintage UF photos.
 
Hopefully the word .doc with content makes sense. I am certainly open to edits to the Outside Front Panel/Call to Action text.
https://ufodaa.app.box.com/folder/52253008779                  
no Completed 08-17-2018 Grand Guard ad full-page Gift Planning ad for Grand Guard yearbook. Subject is Sam Block, who has given 4 scholarship funds https://ufodaa.app.box.com/folder/52246409674   35 Miscellaneous Projects & Tasks   Miller, Jessica        
no Completed 08-31-2018 Student Caller Postcard Example in folder

•    Postcard 8.5” x 5.5” 
•    2500 (approx.) would be sent
•    Annual Giving will handle printing and data
•    Go Greater imagery
•    Text can be edited to include Go Greater 
•    Main text change would be to change Paul’s Title
•    Would need final draft end of July beginning of August
https://ufodaa.box.com/s/dzvrm98g9bgtjc4md71xdp105lba4stg                  
no Completed 09-10-2018 Trophy Gift Photos Would you have a moment to take a photo of a trophy for me. I need the photo for a slide show I am building on Monday. I keep catching glare and I don’t happen to have a solid background to use. https://ufodaa.app.box.com/folder/53302164826   4 Photo Requests   Communications, UF Advancement        
Result Pages:  1  2    
Created on June 28, 2016 at  3:47 PM (EDT). Last updated by Phenicie, Jason on Nov. 18, 2019 at  4:09 PM (EST). Owned by Miller, Jessica.
Jessica Miller
Jason Phenicie
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