|
|
WUFT Gift Planning Card |
Palm card on planned giving for monthly stewardship events. |
https://ufodaa.box.com/s/04nh119jutakq6r076i9hufvt67ucxy7 |
|
|
|
|
Tasks |
|
Completed |
|
|
AdvancementGoalsTrifoldUpdate |
Revise and reprint trifold |
https://ufodaa.app.box.com/folder/53202445589 |
|
|
|
|
Tasks |
|
Completed |
|
|
FallBoard_Program |
Agenda for fall board meeting |
https://ufodaa.app.box.com/folder/53667240792 |
6 |
National Board - Fall |
|
Communications, UF Advancement |
Tasks |
|
Completed |
|
|
La Casita and Institute for Black Culture Proposals |
Elizabeth Downs is working with Brian Danforth on some proposals to support La Casita and the Institute for Black Culture, as part of the Foundation’s DEI Initiative.
She would like to partner with the design team to get these proposals designed for use among our wider stakeholder group and some targeted donors.
They do not have a specific timeline, but they are looking to finalize the funding menu in the coming weeks and would like to have a document shortly after that.
Draft proposals as they stand now, with a “dummy menu” that can be used until we finalize the numbers and asks is located in Box. It may be that they will need a version with the menu and a version without the menu—they are still determining strategy at this time.
Rob will design, and Daye will be visiting each center to get some new art of exterior and interior spaces.
She got access to some decent imagery from the comms folks in student affairs. Here are two Box links:
https://ufodaa.box.com/s/m5gcy1k54fczdji70gin486diywxm1q5
https://ufodaa.box.com/s/i4f1yo7sz2ck5uvwdetn2mss0tmla946
|
https://ufodaa.app.box.com/folder/137669603170 |
|
|
|
|
Tasks |
|
Completed |
|
|
Nelms Institute Impact Report |
Matt Coleman is working on an impact report for Engineering for an event celebrating the five-year anniversary of the Nelms Institute on Jan. 31. Content has been reviewed by faculty. He needs some design assistance. Engineering has pulled an assortment of images into the Box folder linked below. Matt is available to talk through the content and anything else you might need for design.
https://ufodaa.app.box.com/s/o9yenw95r40vbkqh3i0vafsyfaervkc9
|
https://ufodaa.app.box.com/folder/154391557005 |
|
|
|
|
Tasks |
|
Completed |
|
|
West Palm Beach Brochure |
|
https://ufodaa.app.box.com/folder/155033514678 |
61 |
Special Events |
|
Clemen, Katie |
Tasks |
|
Completed |
|
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 |
37 |
Annual Endowment Reports |
|
Clemen, Katie |
Tasks |
|
Completed |
|
09-26-2016 |
2016 Annual Endowment Report Folder |
2016 Annual Endowment Report |
https://ufodaa.box.com/s/mibv312ud6l1h8zehnm5pmiqwq6xw7ox |
37 |
Annual Endowment Reports |
|
Clemen, Katie |
Tasks |
|
Completed |
|
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 |
|
03-31-2017 |
PC_MembershipCardSleeveReorder |
Reorder 500-1,0000 PC membership card sleeves |
https://ufodaa.box.com/s/yokbr51o2cnf8x50xlfqqh0wgczf6bku |
|
|
|
|
Tasks |
|
Completed |
|
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 |
|
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 |
|
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 |
|
08-15-2017 |
Invitation |
|
https://ufodaa.box.com/s/tr7rk0dml3f9t3sph494z4xhkc76gct6 |
5 |
Go Greater Kickoff |
|
Miller, Jessica |
Tasks |
|
Completed |
|
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 |
|
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 |
|
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 |
|
02-16-2018 |
Program |
need agenda from Marie Price |
https://ufodaa.box.com/s/61p4sodvcrwargsrosvvhln38fskrqo6 |
6 |
National Board - Fall |
|
Communications, UF Advancement |
Tasks |
|
Completed |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
01-31-2020 |
Campaign Impact Report |
|
https://ufodaa.app.box.com/folder/77924734510 |
5 |
Go Greater Kickoff |
|
Miller, Jessica |
Tasks |
|
Completed |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
06-26-2020 |
2020 Template Updates |
Update dates and designs of the folder/templates to incorporate the "Your Environment" theme |
https://ufodaa.app.box.com/folder/110044060794 |
37 |
Annual Endowment Reports |
|
Clemen, Katie |
Tasks |
|
Completed |
|
09-15-2020 |
Executive/National Board Box Envelopes and Cards |
All imprint art should be the standard “UF” monogram rather than national board
Note card for the box should use the Executive Board logo, and the National Board should envelope should likewise use the National Board logo
Tom will want to review both the language and the design. Tom liked the texture design on the box and suggested that it could also be used on the card.
Create variation for on design for envelope label.Draft language for both EB and NB versions.
|
https://ufodaa.app.box.com/folder/122446836200 |
6 |
National Board - Fall |
|
Communications, UF Advancement |
Tasks |
|
Completed |
|
11-20-2020 |
Kaplan Brochure Press Production |
|
https://ufodaa.app.box.com/folder/126273586133 |
|
|
|
|
Tasks |
|
Completed |
|
08-11-2021 |
EB Card Reprint for Joelen Merkel |
Maria received feedback from Joelen Merkel that some service and award information was missing from her EB impact card. Maria acknowledged that there were several layers of approval, and that some of the info. that Joelen’s referring to was not available to us. However, since Joelen keeps these sorts of communications as mementos, Maria suggested that it might be nice to reprint a card for Joelen with the correct information that she can mail to her with a note.
We have documented all of Joelen’s feedback, and can share an updated list of the missing service areas and award. |
https://ufodaa.app.box.com/folder/142656889951 |
14 |
Executive Board Retreat |
|
Miller, Jessica |
Tasks |
|
Canceled |
|
02-01-2022 |
Foundation Board Handbook Updates |
Tom would like some revisions to the UFF board handbook. He would like a full refresh with more AI infused imagery and updated board pictures. Marie provides details on preliminary content for the new sections as well as any updates on the PDF located in Box.
Before we move to the final review by Tom, is there any bandwidth for David or Liesl to read it through? Another set of eyes to catch anything would be great. We are looking for a general content read/proofing to catch anything that we have missed or seems off. No fact checking needed.
Maria and she is okay with showing him the current copy on Wednesday morning with the caveat that he will be able to take home the “final” copy for review over the weekend. Do you think the review could be complete by close of business on Thursday? |
https://ufodaa.app.box.com/folder/134103898789 |
10 |
National Board - Spring and Academy of Golden Gators |
|
Richardson, Brenton |
Tasks |
|
Completed |
|
03-04-2022 |
Foundation Board Addendum |
Marie needs assistance with the Foundation Board print collateral. She has made some additional tweaks to the file in Box so we should be all set for design.
Maria would like to mail this out sometime next month to our newest members.
|
https://ufodaa.app.box.com/folder/146461360229 |
10 |
National Board - Spring and Academy of Golden Gators |
|
Richardson, Brenton |
Tasks |
|
Completed |
|
03-25-2022 |
Legacy Society Welcome Package |
*New* mailing label template 2"x4" Avery 5163
Design Deliverables:
1. Branded letter
2. Flat envelope
They would like to avoid Go Greater branding and use Legacy Society branding. They plan to send about 100 of these annually.
Please note: This is a separate project from the impact letter + License tag/frame project we currently have in the queue.
Total Quantity: 200-500 packets (2-5 years’ worth)
Budget: They would like to try to keep it under $10K but this is flexible
Drop Date: January 2022 but open to a longer timeline if that turnaround wouldn’t be feasible with holidays |
https://ufodaa.app.box.com/folder/145920987413 |
|
|
|
|
Tasks |
|
Completed |
|
05-10-2022 |
Campaign Impact Report 2022 |
This is a 60-plus page book that Nicole and Rob will work on. It's a high production, long-haul project. |
https://ufodaa.app.box.com/folder/152398989396 |
5 |
Go Greater Kickoff |
|
Miller, Jessica |
Tasks |
|
Completed |
|
08-25-2023 |
Printed Invitation - Grand Guard '23 |
|
https://ufodaa.app.box.com/folder/218532906881 |
67 |
Grand Guard |
|
Clemen, Katie |
Tasks |
|
Completed |