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  Stewardship Activities Checklist Potpourri

Stewardship Activities Check ListThe Stewardship Activities Checklist is a menu of stewardship activities to be provided to donors who have given cumulative $100k or more to your school or unit.

The checklist will be developed, planned, scheduled, and approved by the Development Officer and the Director of Stewardship.

Once the activities are determined, the Office of Stewardship will enter the scheduled activities in the stewardship windows of Advance.

The stewardship activities will be tracked and reported to the Executive Director of Development and/or the Associate Vice Chancellor.

Upon the Development Officerís request, the Office of Stewardship will assist in activities.

Suggested Stewardship Activity Levels and Thresholds

Platinum ($10,000,000 plus)

  • Two or more visits by development officer, faculty member, or other meaningful member.
  • Three or more phone calls by development officer, faculty member, or other meaningful member.
  • Acknowledgements A-H (see checklist)
  • Formal Recognition Gift ($100)
  • Special Individual Recognition Dinner with Chancellor, Dean, and/or Recipient.
  • Permanent Recognition
  • Tickets to 3 campus events or athletic events
  • Plus Gold level activities
Gold ($1,000,000 - $9,999,999)
  • One or more visits by development officer, faculty member, or other meaningful member.
  • Two or more phone calls by development officer, faculty member, or other meaningful member.
  • Press Release
  • Acknowledgements A-G (see checklist)
  • Recognition Gift: Leather Commemorative Photo Album
  • Special Recognition Luncheon with Vice Chancellor
  • Tickets to 2 campus events or athletic events
  • Lifetime Parking Card
  • Plus Silver level activities
Silver ($100,000 - $999,999)
  • One phone call or visit from development officer or faculty member, or other meaningful member.
  • Personal campus tour. (at donorís discretion)
  • Annual Endowment Report
  • Annual Impact Report
  • College/Unit Mailings
  • Acknowledgements A-F (see checklist)
  • Recognition Gift: Pin & Calendar
  • Tickets to 1 campus events or athletic events
  • Holiday Card
  • Birthday Card
Stewardship Activities Checklist
Development officer:
Donor name: ID#:
Department/school: Cumulative giving:
 
Recognition: Suggested timelines/notes:
Recognition Gifts:
 
Parking Card
 
Pin
 
Commemorative Photo Album
 
Formal Keepsake/Momento
 
Other
 
 Press Release  
 Article in campus publication  
 Special Event (Opening Reception
      Groundbreaking)
 
Permanent Recognition (Naming, benches, building plaques)  
 
Stewardship: Suggested timelines/notes:

Number of Visits:
 
Chancellor
 
Vice Chancellor
 
Dean/Dept. Chair
 
Recipient/Beneficiary
 
DOD
 
Campus Tour

 

Number of Phone Calls:
 
Chancellor
 
Vice Chancellor
 
Dean/Dept. Chair
 
Recipient/Beneficiary
 
DOD

 

Event Invitations:
 
Opening Reception/Groundbreaking
 
Recognition Dinner or Luncheon
 
Athletic Events
 
School/Unit Events
 
Medal
 
Lauds & Laurels
 
Recipient/Donor Event
 
Other University Events

 

Other Communications:
 
Web Site
 
Honor Roll Profile
 
School/Unit Newsletter
 
Annual Endowment Report
 
Impact Report
 
Birthday Card
 
Anniversary Card
 
Thanksgiving Card
 
Holiday Card
 
Memorial Card

 
 
Approved by Development Officer: Approved by Director of Stewardship:
Signature: Signature:
Date: Date:
 
Contributed by ...
 
Kathy Ruvolo, Director of Stewardship, University of California Irvine
Email AddressSupportingadvancement.com Stewardship Activities Checklist. Sample checklist to help ensure you've covered all bases for stewardship activities.
 
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