Completed
 
 
 
 
 
Steward
Design
Digital
Writing
2024 Annual Endowment Reports
Annual Endowment Reports ? 2024 Annual Endowment Reports
Due Open Deliverables Open Emails
10-23-2024 0 / 22 0 / 5
Project Lead Project Team
David Houder CS Robert Mack, David Houder
Sponsor Information
Donor RelationsMcKennah MurdockAssistant Director of Donor Engagement
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
AER Confirm Your Email Design header/footer 09-23-2024CompletedRobert Macksame design as last year for the email as well, updating the year to 2024. ?? ??
AER Delivery Email Design header/footer 10-14-2024CompletedRobert Macksame design as last year for the email as well, updating the year to 2024. ?? ??
AER Opt-Out Email Design header/footer 08-26-2024CompletedRobert Macksame design as last year for the email as well, updating the year to 2024. ?? ??
AER Reminder Email Design header/footer 10-28-2024CompletedRobert Macksame design as last year for the email as well, updating the year to 2024. ?? ??
AER Survey Email Design header/footer 11-25-2024CompletedRobert Macksame design as last year for the email as well, updating the year to 2024. ?? ??
C/U Dean's message template - design08-02-202408-09-2024CompletedRobert Mack?? ??
Dean/Director Template06-26-202407-01-2024CompletedMatthew Coleman; David Finnerty?? ??
Email acquisition form 08-02-202409-09-2024CompletedChris Barnett?? ??
Endowment booklet07-29-202408-12-2024CompletedRobert MackUpdated cover and content changes provided by F&A?? ??
Financial template08-02-202408-09-2024CompletedRobert MackAdd glossary text/link?? ??
Fund impact template07-29-202408-12-2024CompletedRobert MackPossible update last year's?? ??
Glossary - PDF08-02-202408-09-2024CompletedRobert Mack?? ??
Letterhead 06-19-202406-24-2024CompletedRobert MackLetterhead for email acquisition correspondence?? ??
Matching envelope for letterhead06-19-202406-24-2024CompletedRobert Mack?? ??
Packet envelope07-08-202407-15-2024CompletedRobert Mack?? ??
VP letterhead06-24-202407-01-2024CompletedRobert Mack?? ??
Report design refreshCancelledRobert Mack?? ??
EmailSend DateStatusAssigned Team 
FY24 Annual Endowment Report FY25 - 2/5 - AER Recipient with valid email10-04-2024CompleteBlake Loiacono; Tonya Gibbs?? ??
FY24 Annual Endowment Reports FY25 - 1/5 - AER Recipients with email on file09-04-2024CompleteBlake Loiacono; Tonya Gibbs?? ??
FY24 Annual Endowment Reports FY25 - 3/5 - AER Recipients with a valid email12-06-2024CompleteBlake Loiacono; Tonya Gibbs?? ??
FY24 Annual Endowment Reports FY25 - 4/5 - AER Recipients with valid email12-13-2024CompleteBlake Loiacono; Tonya Gibbs?? ??
FY24 Annual Endowment Reports FY25 - 5/5 - AER Recipients with valid emails01-06-2025CompleteBlake Loiacono; Tonya Gibbs?? ??
Comments & Notes

Add your comment or additional information by clicking the Edit button in the upper-right corner and completing the form.

The update will be added to the project and a notification will be sent to the project team.

-- [SEP-25-24 Yasmin Williams] --------------
Rob made edits to letter and sent packaged files to McKennah

-- [SEP-30-24 Yasmin Williams] --------------
McKennah returned letters for first round edits.

-- [OCT-01-24 Yasmin Williams] --------------
Rob sent McKennah corrected files for LAW. 

-- [OCT-02-24 Yasmin Williams] --------------
Rob provided header and print ready files for folder, and suggested printing more than just for this year, as the more you print the cheaper the per folder cost is. (No date)

-- [OCT-03-24 Yasmin Williams] --------------
Rob returned batch 2 for edits, some were long and overset, Business, UF Health, IFAS and MFOS. and Endowment Book
Created on May  3, 2024 at  1:53 PM (EDT). Last updated by Jason Phenicie on Jan.  7 at  9:58 AM (EST). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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