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Stewardship task force

October 13, 2009. Stewardship task force. FALL MEETING 2009. Meeting Agenda. Faculty Impact Reports Glenn West (Dentistry) Antoinette Wills (Arts & Sciences) Peggy Fine (Engineering) Lara Thurman (UW Medicine). Coming Attractions. Welcome & housekeeping. Q&A. 1. 2. 3.

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Stewardship task force

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  1. October 13, 2009 Stewardship task force FALL MEETING 2009

  2. Meeting Agenda • Faculty Impact Reports • Glenn West (Dentistry) • Antoinette Wills (Arts & Sciences) • Peggy Fine (Engineering) • Lara Thurman (UW Medicine) ComingAttractions Welcome &housekeeping Q&A 1 2 3 4 5 6 7 • Endowments in Suspense • Michael Tu Discussion & Sharing: Best Practices in Faculty Impact Reporting For the Good ofthe Order

  3. Welcome / Housekeeping • Sign in • Restrooms 1 2 3 4 5 6 7

  4. 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.” 1 2 3 4 5 6 7

  5. Task Force Purpose Working together to bring about the UW’s vision for donor stewardship 1 2 3 4 5 6 7

  6. Tracking Endowments in Suspense Michael TuAnalystFinance & Administration

  7. Faculty Impact Reports - Samples • Glenn West Dentistry • Antoinette Wills Arts & Sciences • Peggy Fine Engineering • Lara Thurman UW Medicine

  8. Faculty Impact Reporting Dentistry

  9. Faculty Impact Reporting Arts & sciences

  10. Faculty Impact Reporting engineering

  11. Faculty Impact Reporting Uw medicine

  12. Department Chairs • Regular updates by CAO • at mtg of department chairs • Summary of results/participation • Request for progress report memo • to holders • Tips for holders • Copy of last year’s report • Fund summary and donor list Chair/ Professorship Holder Dean Frontline Fundraisers • Direct follow up via email, • meetings, etc. Assistant and/or Administrator • Editing, merging, • obtaining signatures, • hounding

  13. 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

  14. Coming Attractions • Training Session • December 2009 • Suggested topics? • Next Task Force Meeting • January 11, 20102:30 – 3:30 pmUW Tower Boardroom (T-22) 1 2 3 4 5 6 7

  15. For the good of the order 1 2 3 4 5 6 7

  16. Q&A 1 2 3 4 5 6 7

  17. Thank you for coming Mark’s Blog: https://staff.washington.edu/mlanum/wordpress/

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