1.
A Julie Fainberg Presentation

2.
At a Glance
MOU Review
Donor Research
Focus Group
Templates Galore
Alpha Release

3.
MOU Review
New
Conventions
Assignment
of Unique
Identifier
Identificatio
of Fund
Types
Identificatio
of Original
Donors
Hard Copy
MOUs

4.
New Naming Conventions
Last
Name
First
Name
Fund
Type Unit
Fund
Sort
Name

5.
Unique Identifier Assignment
Classificatio
Goal
• Enables simple
navigation of
endowments
• Provides quick
of the endowed fund
Classificatio
Purpose
• Provides in-depth
description of the
endowed fund
Classificatio
Assignment
• Based on the
Administration
of the endowment’s
MOU

6.
Fund Type Identification
Primary
Identification
• Fund type was
identified on
the MOU
under the
Purpose and
Administration
sections
Secondary
Identification
• Fund type was
identified on
Advance server
under the
Historical and
Reporting
Narratives
Final Identification
• Identifiers
given final
assignments
based upon
traditional
type
classification
established by
the University

7.
Original Donor Identification
• High-lighted
of original donor
who signed
MOU
Identification
• Noted original
donors listed in
Advance
Virtual
Identification • Compared
donor between
Advance and
MOU
Cross-
Reference

8.
Hard Copy MOUs
Front Page
Inside MOU
Organization
• Fund sort name
• Unique identifier
• Fund summary
• High-lighted key information
• High-lighted original donor(s)
• Alpha-order by fund sort name

9.
Donor Research
Donor List
Endowed Fund Donors
Qualified Donors
Donor Document

10.
Donor List
Compiled list
of selected
donors
Researched
affiliation
University
Separated by
relationship
with

11.
Endowed Fund Donors
Research
• Isolated every
selected donor’s
giving history
Identification
• Qualified all
donors with active
endowed funds
established in their
name for the next
phase

12.
Qualified Donors
Selection
Guideline
s
Local
More than
one active
fund
Active
within the
University
Stewardee or
Original

13.
Donor Document
Name of
selected
donor
University
affiliation
Name of
endowed
funds
Descriptio
of
funds
Occupatio

14.
Focus Group
Goal
Guiding
Questions
Questionnaire
Instrument
Donor
Communicati

15.
Donor Communication
Review
Identify a group of
15 donors who
be most qualified to
participate in the
group
Collaborat
Work with other staff
members to add or
remove donors from
the focus group
contact list
Contac
After approval, begin
communication with
donors about the
project and focus
group

16.
Questionnaire Instrument
• No more than 9 questionsSimple
• No “yes-or-no” questionsOpen-ended
• Create questions that relate to the
Thought
Provoking
• Avoid boring generic open-endedEngaging

17.
Guiding Questions
• Ask questions about the
project as a whole
• Don’t focus on a specific
area
Keep it
General
• Focus groups are made
for collaboration, let them
give feedback
• Long winded questions
take a lot of originality
away from responses
Keep it Short
• The donors are donating
their time, don’t waste it
• Meaningful questions
give meaningful answers
Keep it
Meaningful
• The experience should be
pleasant for all who are
involved
• This project is meant to
high-light our donors,
don’t make them seem
boring
Keep it Fun

18.
Goal
Enhance
• questionnair
instrument
Involve
• donors in
project
Obtain
Feedback
• about the
project
Alter
• project if
necessary

19.
Templates Galore
Questionnaire
Invitations
Donor Profile
Thank You

20.
Questionnaire
Introduction
• Introduce the
• Instructions for
completing the
instrument
Questions
• 7-9 open-ended
questions
• 2 optional “fun”
questions

21.
Invitations
Explanation
General
information
about the
project
What
information will
be on the
profiles
How they will
impact the final
product
Participation
Participating is
optional
Explain benefits
of participating
Feedback
Encourage
frequent
participation
and feedback
Questionnair
e
Insert
questionnaire
with BRE
Email link to
questionnaire

22.
Donor Profile
General
Structure
• Standardized
format for the
profile
Fast Fact
• Offer space
an optional
fact bullet list
Translation
• Create a way for
the donor
responses to be
crafted into
but consistent
profile pages

23.
Thank-You Letters
Personalization
Future
• Alpha letters sent to
audience
• Standardized hand-
letters
• Encourage continued
involvement with project
• Feedback is always
welcome

24.
Alpha Release
Invitation Distributio Creation Feedback Thank-

25.
Invitation
Gather
Participants
Ideal
participants
have more
two endowed
funds
Target is
between 20
25 total
participants
Outline Benefits
Explain they
among a small
hand selected
group
They will have
the option of
participating
Their feedback
will shape the
final product

26.
Questionnaire Distribution
Hard Copy
Questionnaire will be mailed
donor agrees to participate in
Alpha
By request only
Virtual Copy
Link to online questionnaire will
embedded in invitation and as a
at the bottom of the invitation
Default method
distribution

27.
Creation
Consolidatio
n
Gather
completed
questionnaire
responses
Organize
responses by
donor into
story parts
• Introduction,
build-up, climax,
moral, etc.
Translation
Take their
responses and
draft a story
Don’t lose the
original
message from
the donor
Editing
Edit draft
through two
other parties
Release
Send the final
profile back to
the donor
Feedback
Compile
feedback from
donors for the
Beta trial

28.
Feedback
Organize
• Place feedback in Excel file
• Separate into groups based on type of feedback
• Positive
• Negative
• Suggestions
Review
• Hold small meeting to go over feedback
• Brainstorm solutions to negative feedback
Debrief
• Discuss changes to make for Beta release
• Communicate with donors in Alpha about

29.
Thank-You
Honest Humble
Be
about what
issues their
involvement
uncovered
how we fixed
Keep the
overall
message
honest
Create hand-
written
you notes
Alpha
participants
This project couldn’t
have happened
the participants in
Alpha
Their contributions
vital in the overall
success of the project
Heartfelt