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Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized...

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Page 1: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.
Page 2: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Streamlining SolicitationsMay 24, 2011

Page 3: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support Oakland University’s general operating needs and designated college/schools’ programs.

Purpose of Annual Giving

Page 4: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Intention of Streamlining Process

Page 5: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Consumers are Being Bombarded

Page 6: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

How are We Doing?

Page 7: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

October/ November: OU Telefund—Unrestricted support, Fall Magazine: OU Fund Ask

November/December: All-University Fund Drive (Mostly restricted support)

December: Pledge fulfillment via follow up letters/e-mail, CYE thank you

January: Month of rest March/April: Spring Telefund- Unrestricted

support April/May: Telefund fulfillment

,LYBUNT/SYBUNT Academic Unit direct appeals

June: Thank You to All Donors for that FY July: Donor month of rest August: Matching gift Reminder September: Data prep, telefund/unit/direct

mail seg.

The Annual GivingSolicitation Cycle

Page 8: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Birthday E-Mails

Page 9: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

How Can We Be More Effective?

Page 10: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

1. Whenever possible personalize2. A picture is worth a thousand words3. A response mechanism4. Solicitation Code & Fund Name and

Number5. If you are inviting credit card gifts a

signature is (required)

5 Things TO Include

Page 11: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

1.A request for the CVV code2.Too much text, or to many giving options

3.A promise that you cannot keep short or long term

4.The wrong or mis-spelled donor name

5.Donor information that you cannot follow through on

5 Things NOT TO Include

Page 12: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Become a Champion of the Donor Bill of Rights

Page 14: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Quid Pro Quo Contributions

Fundraising Events: OU has a procedure for determining the Fair

Market Value, (FMV), for goods and services provided to donors at fundraising events where something of value is exchanged for a payment.

OU has an Excel template to help determine the FMV of the goods and services.

Work with your Development Officer to determine FMV for any Fundraising Events.

The FMV must be communicated to the donor on marketing materials.

Page 15: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Gift Register

Page 16: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

When you work with us on your solicitation, many times we can bypass the gift register and use a label to give us the information needed for gift entry:

(Thank you Alison for this wonderful example!)

Page 17: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

IRS says we must keep 3 years of solicitations to prove we don’t discriminate.

Bypass the gift register for split gifts. Straight gifts can be returned directly

to gift accounting – donor receives receipt quicker – you get data on reports sooner.

Solicitation code further defines your ask – remember, garbage in, garbage out.

I won’t be calling you.

Advantages to Working W/Us?

Page 18: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Advancement Services Website

Page 19: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.
Page 20: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Top of the Form

Page 21: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Step 1

Page 22: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Step 2

Page 23: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

Steps 3, 4, and 5

Page 24: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

The Form

Page 25: Streamlining Solicitations May 24, 2011 The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support.

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