UCSF School of PharmacyUCSF School of Pharmacy

Alumni Gift Planning Marketing PlanAlumni Gift Planning Marketing Plan

AACP DOD SIGLas VegasDecember 2&3, 2007Marie Parfitt Pattie

Structure-UCSF Development and Structure-UCSF Development and Alumni RelationsAlumni Relations

• Centralized Development Office• School Programs – School of Pharmacy

Development and Alumni Relations ( 2 staff )• Planned Giving Department ( 3 Lawyers ) –

tax expert – bequests - agreements

Planned Giving DepartmentPlanned Giving Department

Marketing – Reactive rather than proactiveMarketing – Reactive rather than proactive• Foresight Newsletter – 2x yr. – genericForesight Newsletter – 2x yr. – generic• Meetings with Estate Planning Attorneys and Meetings with Estate Planning Attorneys and

Financial Planners (medical topics) auto immune Financial Planners (medical topics) auto immune diseases; ARI – 700 people, 20 people attend, info diseases; ARI – 700 people, 20 people attend, info packages circulatedpackages circulated

• Heritage Circle – invited /application with Heritage Circle – invited /application with documentation – tea every 2 yearsdocumentation – tea every 2 years

Donor Potential – Planned GivingDonor Potential – Planned Giving

• Major Gifts during past 5 YearsMajor Gifts during past 5 Years• Alumni Population Potential – 5,000 alumniAlumni Population Potential – 5,000 alumni• Alumni DirectoryAlumni Directory• Robert Sharp – PG audit – PG Donors – Robert Sharp – PG audit – PG Donors –

grateful patients vs. alumnigrateful patients vs. alumni

Funding Opportunity – UCOPFunding Opportunity – UCOP

• Spotlight on AlumniSpotlight on Alumni• Matching funds for programs to increase Matching funds for programs to increase

Alumni GivingAlumni Giving• New Position in Planned Giving Dept. – New Position in Planned Giving Dept. –

Justin MarshJustin Marsh• Program Funding FY 2008Program Funding FY 2008

Year OneYear One

Information Services – the basicsInformation Services – the basics• Age information (DOB) appended to Advance for Age information (DOB) appended to Advance for

all active individualsall active individuals• Appeal Coding for GPP mailings –will allow for Appeal Coding for GPP mailings –will allow for

reporting, tracking, and response analysis.reporting, tracking, and response analysis.

On-goingOn-going• Review and look to increase benefits of Review and look to increase benefits of Heritage CircleHeritage Circle

membershipmembership

Additional Collaborative Efforts with Schools and other Additional Collaborative Efforts with Schools and other units includingunits including::

• Giving Clubs/Recognition Groups that lead easily to gift Giving Clubs/Recognition Groups that lead easily to gift planning promotionplanning promotion

• Revised communications and messaging in Annual Fund Revised communications and messaging in Annual Fund AppealsAppeals

• Increase stewardship and cultivation of alumni gift planning Increase stewardship and cultivation of alumni gift planning prospects through personal visits/contact prospects through personal visits/contact

September/October, 2007:September/October, 2007:

• Update look and feel of Update look and feel of ForesightForesight by tweaking by tweaking design/layout, producing in 4-color, and design/layout, producing in 4-color, and increasing “white space” by reducing text. increasing “white space” by reducing text.

• Expand distribution of Expand distribution of ForesightForesight to include all to include all Alumni, Parents of Students, etc.Alumni, Parents of Students, etc.

• Increase personalized cultivation of Alumni Increase personalized cultivation of Alumni receiving Fall 2007 receiving Fall 2007 ForesightForesight

November/December, 2007:November/December, 2007:

• SimplifiedSimplified gift planning “insert” brochure for Development Officers gift planning “insert” brochure for Development Officers and others to use in communications/collateral at events and others to use in communications/collateral at events

• Will be School-specific at an efficient cost through the use of digital Will be School-specific at an efficient cost through the use of digital printing technologiesprinting technologies

January/February, 2008:January/February, 2008:

• Send an “Invitation” mailing to Alumni age 60+ to Send an “Invitation” mailing to Alumni age 60+ to join join Heritage CircleHeritage Circle by establishing a planned gift by establishing a planned gift

• Consider development of Heritage Circle Consider development of Heritage Circle committee with members available at committee with members available at alumni eventsalumni events

March, 2008:March, 2008:

• Brown bag lunch/workshop with DO’s to help Brown bag lunch/workshop with DO’s to help them better understand them better understand simplesimple gift planning gift planning concepts and “clues” that a donor might be ready concepts and “clues” that a donor might be ready for PG to be included in the discussion plans.for PG to be included in the discussion plans.

• Spring Spring ForesightForesight –Designating UCSF as a –Designating UCSF as a Beneficiary of Retirement Plans (testimonial letter Beneficiary of Retirement Plans (testimonial letter from alum who has included UCSF as beneficiary from alum who has included UCSF as beneficiary of retirement plan)of retirement plan)

April/May, 2008:April/May, 2008:

• Review and analyze efforts to this point Review and analyze efforts to this point • Prepare and present Plan and Budget for FY 09 Prepare and present Plan and Budget for FY 09

June, 2008:June, 2008:

• Special “Alumni Tables” at Special “Alumni Tables” at Heritage CircleHeritage Circle Tea in 2008 Tea in 2008

• Invite Dean / Faculty / School Directors of Development Invite Dean / Faculty / School Directors of Development (School Relationships)(School Relationships)

• Follow-up calls to those who sat at “Alumni Tables” at Follow-up calls to those who sat at “Alumni Tables” at Heritage CircleHeritage Circle Tea in 2008 Tea in 2008

• Begin work on Fall 2008 targeted mailing (specific subject Begin work on Fall 2008 targeted mailing (specific subject tbd based on FY 08 results/learning) and First FY 09 issue tbd based on FY 08 results/learning) and First FY 09 issue of of ForesightForesight