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The Stew: Team Stewardship Newsletter

December 2022

Stewardship Spotlight

Warnell School of Forestry and Natural Resources

A BIG THANK YOU to Warnell School of Forestry and Natural Resources for hosting an educational and exciting Team Stewardship at Flinchum’s Phoenix last month! We had the opportunity to hear about the great work Warnell is doing from several of their faculty members, including Dr. Robert Bringolf (Associate Dean for Academic Affairs), Joe Parsons (Director of the Harley Langdale, Jr. Center for Forest Business), and Dr. Jay Shelton (Associate Professor). The Ernest E. Provost Scholarship Recipient, Seamus O’Brien, shared how scholarships are a lifeline for students staying in college and how grateful he is for the scholarship he received. Team Stewardship ended with a tour of the Whitehall Deer Research Facility and the Aquatic Toxicology Lab.  The tour allowed us to examine various fish and fresh water mussels and showed us how Warnell has been instrumental in studying deer’s reproductive processes and behaviors, visual and hearing capabilities, and population social structure. 

 

For more information, reach out to Katie Snipes.

Presentation Notes

Marquee letters provided by Alpha-Lit Athens 

Farewell, Tony!

To bid Tony farewell at his final Team Stewardship, we surprised him with a few of his favorite things: burgers, Coke Zero, and “Little Tony” snack cakes! Stewies from all across campus showered him with cards and hand-written notes, expressing their gratitude for his service at UGA. We will miss you dearly, Tony Stringer!   

Stewardship Consultations

Thank you to all Stewies who met with us to discuss your stewardship! Daynes provided a brief overview at Team Stewardship of what she learned from these Stewardship Consultations:  

  • Send First Time Donor Acknowledgements: 6 units
  • Use BBIS Email Acknowledgements: 9 units 
  • Use ThankView Regularly: 11 units 
  • Recognition Societies/Donor Tiers: 11 units 
  • Publish Annual and/or Cumulative Giving Honor Rolls: 11 units 
  • Recognize Faculty/Staff Giving: 9 units 
  • Send Holiday Cards: 14 units 
  • Celebrate Donor Birthdays: 14 units 
  • Send SWAG: 11 units 
  • Publish impact stories in a SCUD Publication: 14 units 

But, most importantly, all units are recognizing donors and gifts, and that’s really the goal at the end of the day. Make sure you are doing what works best for you! Stewardship matrixes from all schools, colleges, and units will soon be posted online. If you have made changes to your stewardship matrix since your meeting, please send your updated version to Daynes as soon as possible.

 

For more information, reach out to Daynes Parker.

Announcements

Annual Gift Stewardship

 
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Automated Email Acknowledgements  for Schools and Colleges

As a reminder, we now offer stewardship emails designed and built in our office to automatically send through GAIL. Currently we can offer one email per unit. You can see examples for Honors College, CAES, PAC , Journalism, and Ecology for inspiration. 

 

For more information, reach out to Daynes Parker.

Presidents Club

The annual Presidents Club Reception was held on Friday, October 7, 2022 from 5 - 7PM at Tate Grand Hall. Over 550 donors attended, and all Presidents Club members received the Presidents Club Newsletter to follow up on October 18. Our newsletter received a whopping 60% open rate! Jordan Dotson is your contact for inquiries about the reception and Caitlin Lacey creates the newsletter. 

View the Presidents Club Newsletter

Major Gift Stewardship

 

New Process: Endowment Donor Statements and Stewardship Recipients

Over the last few months, our office has worked closely with Jennifer Hancock, Brooks McCommons, and Kathy Bangle to reevaluate the way we collect biographies from donors as they sign fund agreements. Our goal is to make collecting donor statements easier and more beneficial for donors, development officers, and Stewies. As a result, we have now started to do the following: 

  • When a new fund is setup, Caitlin will reach out to the Development Officer/Gift Contact to confirm the formal fund name used for stewardship pieces and to confirm the founding donor(s) as stewardship representatives. No response will assume that everything is correct. 
  • Once the fund agreement has been signed, the Endowment Donor Statement form will be sent to the stewardship representative(s) through DocuSign. The donor will be automatically reminded through DocuSign to complete the form 14 days after they receive it, and every 21 days until 60 days. Then, it expires. Copies of the completed document will be automatically sent to the Development Officer/Gift Contact, DARCOMM, and Donor Relations. It will also be saved in GAIL on the constituent page as an interaction and on the fund page as documentation.  

Please let Caitlin know as soon as the fund agreement is signed if you prefer that your donor does not receive the Endowment Donor Statement form via DocuSign.

 

For more information, reach out to Caitlin Lacey. 

Mailed: Faculty Gratitude Reports

Messages of thanks from 124 faculty reached the mailboxes of 138 donors in September! You can view the mailing list here. We already have plans for the 2023 report and look forward to experimenting with a new concept that will be even more impactful!

 

For more information, reach out to Caitlin Lacey. 

FY22 Financial Endowment Reports

3,108 donors are set to receive financial endowment reports next week. We’re excited to roll out a new design this year while continuing to include the same, important information. Thank you to UGA Foundation, Advancement Services, DARCOMM, and development officers in schools, colleges, and units for this wildly collaborative and complex mailing. We are able to steward 3,171 funds through personalized printed reports with fund-specific information, and we couldn't do it without you!

 

For more information, reach out to Caitlin Lacey. 

Scholarship Thank You Notes

FY22 Spring and Summer thank you notes were mailed to 75 constituents for College of Veterinary Medicine, College of Public Health, and SPIA Study Abroad funds. Interactions and Communication Codes will be added to records in the next two weeks. Scholarship Gratitude Reports will be mailed in three rounds throughout FY23. We are currently collecting thank you messages for Fall 2022 reports that will be mailed this Spring. Students who participate will receive a Dawg Gone Grateful keychain.  

 

For more information, reach out to Lauren Schlesinger.

Coming Soon: Changes to Gratitude Reports

Starting in FY24, Donor Relations will begin pulling scholarship recipient information directly from the Office of Student Financial Aid’s awarding system. Lauren will be adding donor information to this system, which will help streamline the process of pulling and contacting recipients. A review of the funds that are currently set up as well as the donor information that will be added to the system will be shared with Stewies in the Spring. A yearly review for additions and removals from the system will occur, similar to the endowment report process. 

 

For more information, reach out to Lauren Schlesinger.

Ed Hoard First Tee Scholarship Golf Tournament 

The 10th anniversary of the Ed Hoard First Tee Memorial Golf Tournament was held at the end of October and raised over $50,000 in support of the Hoard First Tee Scholarship. The tournament has grown exponentially in both monetary support and engagement from donors over the last few years. The scholarship fund has grown from supporting one scholar at $1,000 to supporting four scholars at $3,000, with a planned increase to $4,000 per recipient in the next year. A graduate scholarship has also been created to support undergraduate recipients that continue at UGA for their graduate degree.

 

For more information, reach out to Lauren Schlesinger.

Save the Date

Team Stewardship

February 16, 2023 | 3-4:30 PM

Zoom

For more information, reach out to Daynes Parker. 

 

Dawg Day of Giving

March 30, 2023 

For more information, reach out to Daynes Parker. 

 

Thank a Donor Day 

April 13, 2023 | 9AM-1PM 

Tate Plaza 

For more information, reach out to Calli Choe. 

 

Team Stewardship 

May 18, 2023 | 11AM-2PM 

UGA Veterinary Teaching Hospital hosted by College of Veterinary Medicine 

For more information, reach out to Daynes Parker. 

Resources
View the November Team Stewardship Presentation
  • View our Stewardship Matrices and make your own by downloading the template.
  • Submit your events to the UGA Calendar of Events.
  • Use the UGA Strategic Plan, UGA Brand Resources and Messaging Map;  Development Stock Photos, Thank a Donor Day 2022 Photos, and Impact Georgia for inspiration.
  • Use the Scholarship Meeting Guideline Handbook when connecting donors and scholarship recipients.
  • Learn more about Donor Relations and Stewardship.

 

Do you have news to share in the next issue? Reach out to Caitlin Lacey!

Team Stewardship

Development and Alumni Relations

Donor Relations and Stewardship

Quarters B | 100 Spear Road

Athens, GA 30602

 

Caitlin Lacey

Donor Reporting Coordinator

cslacey@uga.edu

Gratitude

Team Stewardship is an internal professional development community for stewardship professionals at the University of Georgia. You received this newsletter due to your role as an administrative, development, or external affairs professional who writes acknowledgements, creates donor communications, or coordinates donor recognition and events.

 

If you are no longer in a stewardship position and no longer need to receive these newsletters, please reach out to Caitlin Lacey.

 

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