Email Marketing Request Dashboard

EMAIL MARKETING REQUEST

IRA Year-End Email (2000939-GPL-X-191202)
Project: IRA & Securities Year-End Emails

Estate and Gift Planning

Bussey Quackenbush
Marketing Specialist
emquackenbush@ufl.edu

Sponsor Info

12-02-2019

Status
Complete

Digital Communications Partner(s)
Tonya Gibbs

Important Dates

Materials Submission Deadline
11-25-2019

Draft Production Date
11-27-2019

Draft Approval & Data Receipt Deadline
11-28-2019

Final Approval Deadline
11-29-2019

Email Info

Sender Display Name
University of Florida Office of Estate & Gift Planning

Sender Email Address
giftplanning@uff.ufl.edu

Subject Line
It’s not too late to make an impact and lower your taxes

Preview Text

URL for this Screen: https://ufodaa.quickbase.com/db/bk6w4fz4u?a=q&qid=31&nv=1&v0=504
Updates

The project update log is shown below.

⚠️ Your request is in the final stages and is locked for comments and file uploads. If you need urgent assistance please email both Jason Phenicie (jphenicie@uff.ufl.edu) and Monica Vosilla (mvosilla@uff.ufl.edu)
[NOV-25-19  2:22 PM  Jason Phenicie] Here is the link for the video:

https://youtu.be/jtiF31BwTCc

[NOV-26-19 10:53 AM  Anonymous] Small edit. Can we  add  (all caps and in blue) CONSIDER A GIFT OF APPRECIATED ASSETS

This would be like  the IRA email. Put it  above:

Gifts of appreciated assets, such as securities or real estate, are an excellent way to support the UF colleges, programs and initiatives that mean the most to you, without interfering with your cash flow.

[NOV-26-19 10:58 AM  Anonymous] One more small edit: For other ways to leave a legacy gift, visit giftplanning@uff.ufl.edu.

change email to website: giftplanning.uff.ufl.edu 

[NOV-26-19 11:00 AM  Anonymous] Change this to have website

For other ways to leave a legacy gift, visit giftplanning@uff.ufl.edu.

giftplanning.uff.ufl.edu

[NOV-26-19  1:36 PM  Anonymous] Very minor edit. Change semicolon to comma in the salutation.

Thank you!

[NOV-26-19  4:45 PM  Anonymous] Make the word distribution bold please:

Your gift counts against your required minimum distribution (RMD) for the year.

[NOV-26-19  5:05 PM  Tonya Gibbs] Data is in Box folder.
Send Report/Stats
Data
Created on Nov. 25, 2019 at  1:46 PM (EST). Last updated by Phenicie, Jason on April 19 at 11:01 AM (EDT). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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