STEWARDSHIP TASK FORCE

October 13, 2009

FALL MEETING 2009

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Meeting AgendaWelcome &housekeeping

Endowments in Suspense• Michael Tu

Faculty Impact Reports• Glenn West (Dentistry)• Antoinette Wills (Arts & Sciences)• Peggy Fine (Engineering)• Lara Thurman (UW Medicine)

ComingAttractions Q&A

For the Good ofthe Order

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Discussion & Sharing:Best Practices in FacultyImpact Reporting

Welcome / Housekeeping

• Sign in• Restrooms

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Vision for Stewardship at UW:“Communicating to donors the impact of their gifts in ways that are inspiring and authentic, and engaging beneficiaries of their philanthropy in the process.”

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Task Force Purpose

Working together to bring about the UW’s vision for donor stewardship

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Tracking Endowments in Suspense

Michael TuAnalystFinance & Administration

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Faculty Impact Reports - Samples• Glenn West Dentistry• Antoinette Wills Arts &

Sciences• Peggy Fine

Engineering• Lara Thurman UW

Medicine

DENTISTRYFaculty Impact Reporting

ARTS & SCIENCESFaculty Impact Reporting

ENGINEERINGFaculty Impact Reporting

UW MEDICINEFaculty Impact Reporting

Chair/Professorship

HolderDean

Department Chairs

Assistant and/or

Administrator

Frontline Fundraise

rs

• Request for progress report memo to holders• Tips for holders• Copy of last year’s report• Fund summary and donor list

• Regular updates by CAO at mtg of department chairs• Summary of results/participation

• Direct follow up via email, meetings, etc.

• Editing, merging, obtaining signatures, hounding

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Discussion/Sharing• If you send Faculty impact reports,

when?• What do you send when news is not

good?• What are:

– Your greatest challenges– The easiest “good” idea(s) to implement

(the low hanging fruit)– The key relationships you need to

maintain/nurture– Potential process improvements– Services you need; from SDR or elsewhere

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Coming Attractions• Training Session

– December 2009– Suggested topics?

• Next Task Force Meeting– January 11, 2010

2:30 – 3:30 pmUW Tower Boardroom (T-22)

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FOR THE GOOD OF THE ORDER

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Q&A

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Thank you for coming

Mark’s Blog: https://staff.washington.edu/mlanum/wordpress/