Claire Burns
Claire Burns
   
 
Associate Director of Donor Programs
cburns@uff.ufl.edu
(352) 392-7762
Donor Relations
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no Completed   Grateful Gator Day Emails Grateful Gator Day will be held on March 14, 2018. This series of email will be to thank students for attendance, thank donors for their support and share the importance of philanthropy. https://ufodaa.box.com/s/aegld0dl9dauh5axczlxgd384qi8355n   39 Email Marketing   Phenicie, Jason        
no Canceled   Grateful Gator Day Webpage See attached website request(s) https://ufodaa.box.com/s/aiii8k94l72umoxzn5ds44mnh79k1nve   50 Advancement Website   Phenicie, Jason        
no Completed   MFOS Stewardship Email Spring 2018 Email to share the impact of donor support to the MFOS program. Email will include a video. https://ufodaa.app.box.com/folder/43425492102   39 Email Marketing   Phenicie, Jason        
no Canceled   GGD CASE Award Submission CASE III is due in November - separate project with separate due date

award submission to CASE  for Grateful Gator Day. 
Submitting to CASE III and ADRP this year. 
Rob worked on the layout for 2015 (in folder). 

Ideally - edit content slightly for each based on different questions.
Claire will provide adjusted content for each reward

deadline for ADRP submission is June 14 - due at end of May for approval processes
https://ufodaa.app.box.com/folder/48882658351   7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed   Donor Relations Toolkit - President's Council Update See attached website request(s) https://ufodaa.app.box.com/folder/52957883858   50 Advancement Website   Phenicie, Jason        
no Completed   President's Council Football Parking See attached website request(s) https://ufodaa.app.box.com/folder/53577275402   50 Advancement Website   Phenicie, Jason        
no Completed   Kimbia Reporting See attached website request(s) https://ufodaa.app.box.com/folder/55510509475   50 Advancement Website   Phenicie, Jason        
no Completed   President's Council - update Concierge Language due to donor misunderstanding See attached website request(s) https://ufodaa.app.box.com/folder/70410445125   50 Advancement Website   Phenicie, Jason        
no Completed   Legacy Society Impact Email Share impact with Legacy Society members in video format. Video will be emailed to Legacy Society members. Videos will share impact of deferred gifts based on the type of support donors provide to UF. There will be six versions of the email. Each will have its own video. https://ufodaa.app.box.com/folder/70779769652   39 Email Marketing   Phenicie, Jason        
no Completed   President's Council Impact Email Share impact of support with President's Council members. https://ufodaa.app.box.com/folder/70783606490   39 Email Marketing   Phenicie, Jason        
no Completed   UF Loyal Webpage See attached website request(s) https://ufodaa.app.box.com/folder/75131800206   50 Advancement Website   Phenicie, Jason        
no Completed   UF Loyal Recognition Rollout Email Email to rollout UF Loyal program to FY 2019 donors. https://ufodaa.app.box.com/folder/76937524411   39 Email Marketing   Phenicie, Jason        
no Completed   President's Council Football Parking - Kimbia Form Updates See attached website request(s) https://ufodaa.app.box.com/folder/77832340789   50 Advancement Website   Phenicie, Jason        
no Completed   Legacy Society Video Pages   https://ufodaa.app.box.com/folder/79757288269   50 Advancement Website   Phenicie, Jason        
no Completed   UF Loyal Art Print Download Pages See attached website request(s) https://ufodaa.app.box.com/folder/80962727218   50 Advancement Website   Phenicie, Jason        
no On Hold   2019 LAG Impact Report Leadership Annual Giving Impact Report
Drop Date - November 2019
Estimated Count: 7,500
Budget (print and postage): $11,000

need to come up w/unique way to present materials. 
Claire will compile statistics and get over to Nicole
https://ufodaa.app.box.com/folder/83280181031                  
no Completed   Shut Down Football Parking Site and Turn Off Reporting See attached website request(s) https://ufodaa.app.box.com/folder/84144857826   50 Advancement Website   Phenicie, Jason        
no Completed   Grateful Gator Day FY 2020 Emails Email donors, alumni non-donors and student attendees Grateful Gator Day message https://ufodaa.app.box.com/folder/85410442572   39 Email Marketing   Phenicie, Jason        
no Completed   UF Loyal Monthly Renewed Donor Email Monthly email to renewed UF Loyal donors https://ufodaa.app.box.com/folder/86832707852   39 Email Marketing   Phenicie, Jason        
no Completed   New UF Loyal Monthly Donors Email Monthly Email to new UF Loyal donors https://ufodaa.app.box.com/folder/86833898588   39 Email Marketing   Phenicie, Jason        
no Completed   UF Loyal Website Update See attached website request(s) https://ufodaa.app.box.com/folder/88977696864   50 Advancement Website   Phenicie, Jason        
no On Hold   10 Year Recognition Video DRAFT TIMELINE: 
Storyboard finalized by SC&M – by 3/11

UF Loyal 10-year recognition video through ThankView. 
Create one video and add personalization via text embedded in different areas of the video. 

You can see an example here: https://thanks.thankview.com/video/5d9e252d47922/claire-burns
https://ufodaa.app.box.com/folder/94183447512                  
no Completed   Stewardship CENTRAL STEWARDSHIP PLAN:

•    Confirmation Page/Tax Receipts
o    Provide updated messaging for confirmation page on the online giving platform for the Giving Tuesday campaign
o    Update email tax receipt for the online giving platform for the Giving Tuesday campaign 
o    Language will be standard as long as the campaign is active  
•    ThankView email with video 
o    For Aid-A-Gator donors from March to May 4th:  
    ThankView with video from a student, Kaylin Bailey, who has received Aid-A-Gator support 
o    For May 5th Giving Tuesday donors and Aid-A-Gator donors May 5th and after: 
    ThankView with generalized video addressing support to all three funds
    Work with Communications to develop video sharing appreciation for support during these uncertain times  
•    Email Acknowledgement sent by Annual Giving 
o    Donor Relations will work with Annual Giving to update the language on their current Acknowledgement. Giving Tuesday email header will be used for this acknowledgement 
o    Updated language will be used for anyone who makes a to one of the three funds on Giving Tuesday

EXCLUSIONS:

•    Per Joan Andrek, all donors to College of Medicine and UF Health, regardless of their giving area on Giving Tuesday, will be excluded from the central stewardship touches (includes grateful patients)
o    COM and UF Health donors would still receive the email tax receipt 
•    Claire will work with DIS to provide COM and UF Health their donors the day after and COM/UF Health will steward this group in a timely manner


https://ufodaa.app.box.com/folder/110037690645   73 COVID-19   Clemen, Katie        
yes Assigned   President's Council Football Parking - Update Form for 2020 See attached website request(s) https://ufodaa.app.box.com/folder/116561049317   50 Advancement Website   Phenicie, Jason        
yes Assigned   President's Council Football Parking Email   https://ufodaa.app.box.com/folder/123501902929   39 Email Marketing   Phenicie, Jason        
no Completed 03-16-2018 Website and Social Media Plan Plan for website and social media content surrounding Grateful Gator Day event on 3/14. 

Need: 
- Hero image from last year to be posted on day of event (Rob)
- Story image from last year (Rob) 
- ~200-word count description of event 3/14 (Stella) 
- Video clip from last year for students to share on social media channels (Brent) on 3/13 
- Photo gallery of highlights from the event to be posted on website (Aaron) 3/16   
    7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 03-19-2018 Grateful Gator Day 2018 Grateful Gator Day is an annual event where we as students get the opportunity to say "thank you" to the donors that make our experience here at the University of Florida possible. The event is held on the Plaza of the Americas--where students can come out to write personal thank you notes to our donors and get a free shirt and pizza. https://ufodaa.box.com/s/75fu97hl5rugybel30cmegq8hwgk4p9c   7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 05-16-2018 President's Council Rebranding Materials due to Donor Relations by May 16
Folder, letterhead, different level benefit cards, notification cards, notecard for current members and inserts and as much of the look book as possible.


condense the contents sent out - too much - overwhelming
one card with different levels/names printed on them

Select membership updates: opt-in on communications/emails - not separate piece of mail

concierge guide - smaller/condensed, include letter from Tom or Prez

budget is around $25K for this FY

Update PC mark - thicker lines

Need updated information from DR/college & units
New levels start July 1 - need packet to mail out by then
https://ufodaa.box.com/s/fkd8fo8qng9ea78e8pkz3yyoz8ut7nh1               1 Alta Systems, Inc.
no Completed 06-06-2018 GGD ADRP Award Submission award submission to CASE for Grateful Gator Day. 
Submitting to CASE III and ADRP this year. 
Rob worked on the layout for 2015 (in folder). 

Ideally - edit content slightly for each based on different questions.
Claire will provide adjusted content for each reward

deadline for ADRP submission is June 14 - due at end of May for approval processes
CASE III is due in November - separate project with separate due date
https://ufodaa.app.box.com/folder/48882766737 https://ufodaa.box.com/s/gcws71d29wvt2y74v93rymmv7qkwkvb5 7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 07-31-2018 First Time Donor Postcard DR is taking over the first time donor cards that AG used to do. 
Will take to Karen and Tom for approval at the end of May.

Sample of what they are looking for is in the project folder, along with the text/language and proposal. 

once approved, mailing will begin at the end of July. Need to provide recommendations on vendor who can handle printing and mailing on a monthly basis.
https://ufodaa.app.box.com/folder/49136882927 https://ufodaa.box.com/s/r69esdl9938h7xg0hrexfczkz6ni4fr1                
no Completed 09-07-2018 Presidents Welcome Packet Please shoot a high resolution image of the UF license plate. https://ufodaa.app.box.com/folder/52932803270   4 Photo Requests   Communications, UF Advancement        
no Completed 09-30-2018 AA Leadership Impact Report   https://ufodaa.app.box.com/folder/52111498112                  
no Completed 10-15-2018 Thanks Day mark-ups due 10-16-2018 to Claire

Event is November 16, 2018
Continue with GGD - branch off from that brand. 

Branded notecards and envelopes
C/U specific data lists
T-Shirt
https://ufodaa.app.box.com/folder/53673030846   7 Grateful Gator Day 12-01-2015 Velasquez, Christine     75 American Solutions for Business
no Completed 05-03-2019 First Time Donor Video Need rough cut of video by 3/22

Idea 1: Spelling out THANK YOU with things around campus
Idea 2: 1st things around campus

Going through ThankView
need a new envelope for thankview

As a part of our First-Time Donor program, we are planning to send a video to first-time donors through our ThankView platform 11 months after a donor’s first gift to say thank you one more time.
https://ufodaa.app.box.com/folder/53674255014                  
no Completed 05-31-2019 President's Council Impact Report President's Council Impact Report is the same "project" as the Legacy Society videos. Use the general video but with the different script provided by DR (in folder) and create email and postcard with PC branding. https://ufodaa.app.box.com/folder/76961483028                  
no Completed 06-14-2019 President's Council Insider's Event President's Council members will be invited to an exclusive tailgate with the option to attend the UF football game vs. UT Martin after the event. https://ufodaa.app.box.com/folder/77396067722   41 Cvent Online Event Management   Communications, UF Advancement        
no Completed 06-21-2019 President's Council Event Save the Date (digital only) – drop 7/1
Invitation (digital and mailed) – drop 7/29
-    Include Map from J.J. Finley  
Event backdrop on screen – PPT
Yard Signs for parking along 20th? – by event (TBD parking details)
Nametags – by event
Signage outside room (vertical 8.5”x11” stanchion signs from facilities) – by event


Invitation - drop date (postcard and cvent) July 25
Cvent drop dates for reminders: August 12, August 26, September 2

NEEDS: 
https://ufodaa.app.box.com/folder/75487650573               3 Renaissance Printing
no Completed 06-28-2019 Legacy Society Impact Report NEEDS: 
Video, postcard and email

Legacy Society Impact Reports:
Series of 5-6 videos covering various types of support and it's impact
*Capital/General University
*Faculty
*Programmatic - keep very broad
*Research
*Scholarship - use students
*General University - for prez council people

NEED:
Videos and Postcard

Use new Legacy society logo
https://ufodaa.app.box.com/folder/68204027969               1 Alta Systems, Inc.
no Completed 07-15-2019 Century Tower Art Photos of Century Tower artwork for donor relations. https://ufodaa.app.box.com/folder/81982871979   4 Photo Requests   Communications, UF Advancement        
no Completed 09-11-2019 President’s Council Tailgate PC Tailgate Photo Coverage
Date: Saturday, Sept. 7
Time: 4pm-5:15pm
Details: This is our first annual President’s Council Tailgate event. Dr. Fuchs will be speaking, there will be faculty presenting on iCoast, and there will be hands-on student research experiences for our guests ($100K+ donors) to interact with. We’d like to have good photos of the event, including of Dr. Fuchs’ speech, the iCoast presentation, interactive displays, and general images of the event/attendees. The event is from 4-6:30pm if you’d like to cover the whole thing, but I think everything we need can be captured from 4-5:15pm. Here is the timeline for the event:
Event Timeline:
Tailgate will run from 4:00 to 6:30 pm.
 
4:00 pm – Emerson Alumni Hall doors open, begin welcoming guests
4:00 – 6:30 pm – Hands-on experiences for guests to interact with faculty and students
4:15 pm – President Fuchs arrives
4:30 pm – President Fuchs introduced by Tom Mitchell
4:30 – 4:40 pm – President Fuchs speaks; Introduces David Kaplan 
4:40 – 4:50 pm – David Kaplan, iCoast TedX style talk with video
4:50 pm – Wrap-up, thanks, a reminder to visit hands-on experiences by Tom Mitchell
4:50 – 6:30 pm – Mix and mingle; Provide PC cookie and lapel pin as guests leave
https://ufodaa.app.box.com/folder/86738401896   4 Photo Requests   Communications, UF Advancement        
no Completed 09-13-2019 GGD Collateral NEED: 
Create canopy banners for tents (2)
Social Media (Fb, twitter, insta)
Temporary Tattoos (not doing floor stickers)
T-shirts _ DUE EARLY SEPTEMBER
Notecards/Envelopes
Punch card - add pizza station update
placemats
Email Header - 3 new headers
PNG for screens in colleges
Lanyards for volunteers
https://ufodaa.app.box.com/folder/83845364596   7 Grateful Gator Day 12-01-2015 Velasquez, Christine     75 American Solutions for Business
no Completed 11-01-2019 Social Graphics •    Funding from the state and fees from tuition take us far. But donor support builds the bridge from great to extraordinary. 
•    Gifts to UF directly impact the student experience. 
•    More than 102,000 donors supported UF last year. 




Use the already designed laptop stickers and stats
Square images for social media to be used day of GGD
https://ufodaa.box.com/s/m7mozmxv7ss2k0izu6ev74iu125uuq6e   7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 11-08-2019 UF Loyal Recognition Collateral •    DESIGN COLLATERAL: 
    Launch Email Header and Footers
o    One email for each tier – 2, 5, 10, 25, 50
o    Digital New Member Art Print 
    Launch Mail Piece 
o    Mailed to those with no email addresses
o    Claire will draft content for Nicole to review
o    Include return portion for them to provide their email addresses for art print
    25 Year Recognition Packet:
o    Letter from
o    Envelope (fit a 8x10” art print)
o    Pre-printed broadside sheet with message from President Fuchs
o    25 year art print – digital print of Diana Tonnessen work 
50 Year Recognition Packet:
o    Envelope (fit a 8x10” art print)
o    Blank broadside sheet for handwritten note by President Fuchs
o    50 year art print – digital print of Diana Tonnessen work 
https://ufodaa.app.box.com/folder/54383669876               1 Alta Systems, Inc.
no Completed 11-15-2019 GGD Photography Photography of event on November 13. 
Albert is scheduled to appear from 11am - 12pm.
    7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 11-20-2019 Grateful Gator Day Grateful Gator Day Photography at the Plaza of the Americas on Wednesday, November 13, 2019. https://ufodaa.app.box.com/folder/93330617437   4 Photo Requests   Communications, UF Advancement        
no Completed 11-22-2019 Video   https://ufodaa.app.box.com/folder/83843464595   7 Grateful Gator Day 12-01-2015 Velasquez, Christine        
no Completed 12-13-2019 Giving Day Acknowledgement  Toolkit add some SUAH branding to the Acknowledging giving day donors piece for loading into the toolkit https://ufodaa.app.box.com/folder/95965281629   55 Stand Up and Holler   Ballou, Danielle        
no Completed 12-16-2019 Challenge Donor Fracture Gift New fracture design for the Challenge donor gifts https://ufodaa.app.box.com/folder/90833971146   55 Stand Up and Holler   Ballou, Danielle        
no Completed 01-15-2020 Handwritten Thank You Notes notecard and envelope
segments: 
faculty and staff and key volunteers
https://ufodaa.app.box.com/folder/90613554875   55 Stand Up and Holler   Ballou, Danielle        
no Completed 01-24-2020 Amplo Stewardship Verbiage Confirmation Page and Thank you messaging to post on platform after Giving Day

“I Stand Up for…” Downloadable Template
https://ufodaa.app.box.com/folder/90834796261   55 Stand Up and Holler   Ballou, Danielle        
Result Pages:  1  2    
Created on Dec. 12, 2017 at  9:07 AM (EST). Last updated by Phenicie, Jason on Nov. 18, 2019 at  4:07 PM (EST). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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