Alta Systems, Inc.
 
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Yes  
Contact
John Naglee
(352) 372-2534 x104
johnn@altainc.com
http://www.altainc.com/
6825 Northwest 18 Drive, Gainesville, Florida 32653

Notes
Print Business Cards at http://uff.altainc.com
Payment
UFFHERR
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  WUFT Gift Planning Card Palm card on planned giving for monthly stewardship events. https://ufodaa.box.com/s/04nh119jutakq6r076i9hufvt67ucxy7           Tasks Completed     Broken Link  
  AdvancementGoalsTrifoldUpdate Revise and reprint trifold https://ufodaa.app.box.com/folder/53202445589           Tasks Completed     Broken Link  
  FallBoard_Program Agenda for fall board meeting https://ufodaa.app.box.com/folder/53667240792   6 National Board - Fall   Communications, UF Advancement Tasks Completed     Broken Link  
06-17-2015 Annual Endowment Reports 2015 Design folder and enclosed stationary pieces. Samples of "Dasburg approved" stationary are in the construction folder.

Three stationary options, statement, letter, report

Draft proof by May 29.

Folder 
Cover letter Template

Narrative
https://ufodaa.box.com/s/wen1vz0r9ru3mgwvo1797i4cbxq48lzs https://ufodaa.box.com/s/beg8edes4yyxe7xit1g3mekfdnd3edvc 37 Annual Endowment Reports   Clemen, Katie Tasks Completed     Broken Link  
09-26-2016 2016 Annual Endowment Report Folder 2016 Annual Endowment Report https://ufodaa.box.com/s/mibv312ud6l1h8zehnm5pmiqwq6xw7ox https://ufodaa.box.com/s/yr3liw047w1iiez7qnlcivz969pui219 37 Annual Endowment Reports   Clemen, Katie Tasks Completed     Broken Link  
03-01-2017 2017 AGG Program   https://ufodaa.box.com/s/0ehkbbr8ggtv2lxoklj3o3irt5swshyx   10 National Board - Spring and Academy of Golden Gators   Richardson, Brenton Tasks Completed     Broken Link  
03-31-2017 PC_MembershipCardSleeveReorder Reorder 500-1,0000 PC membership card sleeves https://ufodaa.box.com/s/yokbr51o2cnf8x50xlfqqh0wgczf6bku           Tasks Completed     Broken Link  
05-05-2017 Go Greater Note Card for Tom Would like envelope and card to be the size of his F card (larger) and on the same paper. Would like his name on the envelope to better match the blue on the card. Would like to add Go Greater to the back of the card.

Card: 7 x 10 (7 x 5 folded)
Envelope: (A7) 5.25 x 7.25
https://ufodaa.box.com/s/7totd3stxrt84aig1s1zjgxylo51fxuj           Tasks Completed     Broken Link  
06-15-2017 Board Impact Reports Each Executive Board member (24) will receive a personalized impact report focusing on one to two areas of giving (identified by relationship manager). Tom would like these to include giving stats, milestones, timelines (relationship landmarks), quotes and impact statements. 

NO NEW PHOTOGRAPHY NEEDED

5x7 booklet - cover plus 2 pages
https://ufodaa.box.com/s/ipil0gny83h1917uvoftns3phj6px5qb   14 Executive Board Retreat   Miller, Jessica Tasks Completed     Broken Link  
08-01-2017 AER Folder/Sheets Folder and templates for the fund financial page and the fund administrator narrative/impact statement. https://ufodaa.box.com/s/q8nln0rv6ze14e8n2l7w6b98kh6i14fs   37 Annual Endowment Reports   Clemen, Katie Tasks Completed     Broken Link  
08-15-2017 Invitation   https://ufodaa.box.com/s/tr7rk0dml3f9t3sph494z4xhkc76gct6   5 Go Greater Kickoff   Miller, Jessica Tasks Completed     Broken Link  
08-15-2017 LetterheadBoardOfDirectors Letterhead for Go Greater Campaign with names of UF Board of Directors https://ufodaa.box.com/s/n19vy5we6fukihhel2ni3gmqslc54eep   5 Go Greater Kickoff   Miller, Jessica Tasks Completed     Broken Link  
09-30-2017 EndowmentBrochure_2017 Update art and numbers for 2017 Endowment booklet. Needs to have alternate cover for after campaign launch. https://ufodaa.box.com/s/xmzdmp4yayb5drnehpiophhy88jyaj1w           Tasks Completed     Broken Link  
01-26-2018 Recruitment Booklet Update updates to both the recruitment booklet and conference InfoFlyer

1st draft for Talent Management to review – due by the week of Jan 8th
We will review and provide feedback by Jan 11th     
2nd draft for Tom to review – need it by Jan 16th (Melissa meets with Tom on Jan 22 therefore, materials have to be sent to him by Jan 17th)
Final draft (make any changes per Tom) – Jan 22 - 26
Sent to print – Jan 29th
Shipped to conference (which starts Feb 11th)– Feb 5th
https://ufodaa.box.com/s/wbm82nfexgnld1h4ph6tq5yenzyvmodl           Tasks Completed     Broken Link  
02-16-2018 Program need agenda from Marie Price https://ufodaa.box.com/s/61p4sodvcrwargsrosvvhln38fskrqo6   6 National Board - Fall   Communications, UF Advancement Tasks Completed     Broken Link  
03-06-2018 New Recruitment Brochure New recruitment brochure to compliment the onboarding handbook. brochure to be given to new board member candidates during the cultivation process. 

Marie Price will be providing content, outline, etc.
https://ufodaa.box.com/s/l8p8f2n8bpgm5u2ih8t8kbwpdm6tw4i8   6 National Board - Fall   Communications, UF Advancement Tasks Completed     Broken Link  
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           Tasks Completed     Broken Link  
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           Tasks Completed     Broken Link  
06-08-2018 New recruitment brochure update update/finalize the new recruitment brochure.
Marie hopes to have the quotes and additional changes by end of the week 4/16-4/20. 
Meg would like this updated/ready for the Spring retreat beginning of June
https://ufodaa.app.box.com/folder/48600688306   14 Executive Board Retreat   Miller, Jessica Tasks Completed     Broken Link  
06-29-2018 Endowment Guide Updating or creating a new endowment guide with FY18 information https://ufodaa.box.com/s/8rw8g43h5mwoykyxn9z6j7i9p2n9kf05   37 Annual Endowment Reports   Clemen, Katie Tasks Completed     Broken Link  
09-28-2018 Standard Materials mock-up of sample AER packets sent to Tom for approval: samples will include templates of a scholarship fund, a faculty fund, and a program fund https://ufodaa.box.com/s/0v0vhdzd7dvugkje3fidgz3agkhc0vp0   37 Annual Endowment Reports   Clemen, Katie Tasks Completed     Broken Link  
10-31-2018 Endowment Welcome Packet DONORS two packets: one for donors that serves as a welcome/gratitude document in celebration of their new endowment, and one for faculty members who are holders of endowed funds. We would like to make these packets visually appealing and Campaign branded. https://ufodaa.app.box.com/folder/49674386605           Tasks Completed     Broken Link  
10-31-2018 Endowment Welcome Packet FACULTY two packets: one for donors that serves as a welcome/gratitude document in celebration of their new endowment, and one for faculty members who are holders of endowed funds. We would like to make these packets visually appealing and Campaign branded. https://ufodaa.app.box.com/folder/49673507059           Tasks Completed     Broken Link  
12-04-2018 End of Year Postcard oversized postcard mailed out to 700/800 people. promote engagement. 

"It's your school too" 

###
We need to design a piece that we can send to parents by the end of the year, this is basically a feel good piece to get in front of a number of parents that we weren’t able to meet with to gauge their wanting to be involved.  Since this is an unplanned piece we’ll need to keep it simple so not sure if it’s a postcard or a notecard that we send out. 
https://ufodaa.app.box.com/folder/58472841537           Tasks Completed     Broken Link  
02-01-2019 Goals Summary Update update mission statement/ values https://ufodaa.app.box.com/folder/60023850688   10 National Board - Spring and Academy of Golden Gators   Richardson, Brenton Tasks Completed     Broken Link  
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           Tasks Completed     Broken Link  
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           Tasks Completed     Broken Link  
11-15-2019 Gift and Records Envelope Gift and Records window envelope. 
Need to do quickly so Maggie can order before the holiday/YE rush

update design for campaign/no tag line/ keep 1 color
https://ufodaa.app.box.com/folder/92503295524           Tasks Completed     Broken Link  
01-31-2020 Campaign Impact Report   https://ufodaa.app.box.com/folder/77924734510   5 Go Greater Kickoff   Miller, Jessica Tasks Completed     Broken Link  
01-31-2020 Talent Management Recruitment Updates 2019 update to the TM recruitment brochure. 
Content due by mid-november and production after thanksgiving holiday
https://ufodaa.app.box.com/folder/90281433314           Tasks Completed     Broken Link  
02-21-2020 AGG_Attendee Gift Gift is a succulent plant in a orange/blue pot.
•    Requested card size – 2.5" x 1.10" or so. 

Thank you for supporting UF’s efforts to foster a healthier planet. This succulent, selected for you in consultation with UF/IFAS, is low maintenance and requires little water to thrive. Place it in bright, indirect light, and water at the roots once a week.

All packaging materials are either recyclable or biodegradable.

https://ufodaa.app.box.com/folder/96671557862   10 National Board - Spring and Academy of Golden Gators   Richardson, Brenton Tasks Completed     Broken Link  
02-21-2020 AGG_Name tags AGG name tags specific. need to add a little "sparkle" to them. 
Maybe preprint them with Renaissance and then add labels onsite if missing any
https://ufodaa.app.box.com/folder/102396599989   10 National Board - Spring and Academy of Golden Gators   Richardson, Brenton Tasks Completed     Broken Link  
02-26-2020 AGG_Program Same format as 2019, new names. 
Annual Volunteers - Chris and Kristine Boyette
Young Philanthropist - Pyuong Nguyen
Annual Philanthropist - Lee and Lauren Fixel
Lifetime Philanthropist - Hyatt and CiCi Brown
Transformational Leadership - Mori Hosseini
https://ufodaa.app.box.com/folder/103787214666   10 National Board - Spring and Academy of Golden Gators   Richardson, Brenton Tasks Completed     Broken Link  
05-08-2020 President's Council Material Reorder Reordering of the braodsheet and decal.
Update the braodsheet with new president signature
https://ufodaa.app.box.com/folder/111984370780           Tasks Completed     Broken Link  
Created on April  4, 2015 at  9:10 AM (EDT). Last updated by Miller, Jessica on May  3, 2016 at  3:20 PM (EDT). Owned by Communications, UF Advancement.
UF Advancement Communications
Jessica Miller
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