发展管理

• Provide leadership-level acknowledgements — the current level for presidential acknowledgements is $10,000+.
• Ensure university-level recognition at established cumulative and lifetime giving levels.
• Create and mail the annual Endowment Impact Report in collaboration with the U of I Foundation. Reports are mailed in the spring and include student scholarship recipient information.
• Develop and maintain tools that help colleges and units meet the needs of our donors.
• Promote a culture of gratitude for private support to U of I students, faculty and staff through philanthropic education and special events like Thank-a-Thon (Thank-A-Donor).

• 及时对你所在地区的礼物表示感谢.
• Have a point person within your area who takes the lead on stewardship — communicate the name and contact information for your stewardship lead with your Development Officer and 发展管理 office.
• Notify faculty appointments and scholarship or fellowship recipients that they will be expected to help steward donors by writing letters or notes or recording short thank you videos.
• 在特殊活动中包括捐赠者, 旅游, 时事通讯, student success stories — they believe in what you are doing so keep them connected to the people and students who inspire them!
• Spend donor funds and award donor funded scholarships appropriately, i.e. 按照协议的条款到位.
• Communicate with donors if you are unable to fill a faculty appointment or award a scholarship in a given academic year.

All gifts should be acknowledged within five days of receiving the weekly gift report from Central Stewardship per your area’s stewardship guidelines. Each week, you will receive a link to the current Thank You report. (You will need to request access to the Reporting folder on the Advancement shared drive through 发展管理 if you do not have access.)

If you or someone on your team needs Thank You report training, please contact the 发展管理 office and we will schedule a time to meet with you.

你最了解你的捐赠者. Consider the most impactful way to acknowledge the gift that has come to your area and incorporate your approach into your written stewardship process. Colleges and units are responsible for stewarding gifts/pledges between $1-$10,000.

• 明信片
• 读书卡片
• 信
• 电子邮件
• 电话

一定要感谢这些类型的礼物:

• 硬性信贷?.e. 金钱、财产、保险等的赠与.
• 软信贷.e. 一方付出，双方都应该得到承认
• 企业/基础
• 荣誉及纪念礼品
• 实物礼物，i.e. 书籍、设备等.

Create a policy for acknowledging or not acknowledging these types of gifts:

• 经常性的礼物.g. 工资扣除=每6个月? 每年一次?
• 承诺付款.e. 你承认质押的第一次付款吗? 最后一个? 这两个?
• Multiple Recipient Gift: consider collaborating with the other unit(s) that shares in a multiple designation gift.
• 补助金和/或合同.e. 这不是真正的“礼物”.”
• 捐助者通知资金，e.g. Common ones to U of I are Benevity Fund, Fidelity Charitable Gift Fund, etc.

认识社会

忠诚捐款人计划: Honoring the dedication of Vandal donors through their cumulative years of giving.

总统的圆: Honoring donors and partners who annual giving totals $2,500 or more in a fiscal year. 年度捐赠计划. 

金银协会: Recognizing and honoring donors and partners whose lifetime giving total ranges between $100,000元及999元,999. 中央管理计划.

1889年社会: Recognizing and honoring donors and partners whose lifetime giving total is $1 million or more. 中央管理计划.

传统社会: Honoring those who have made a commitment to the U of I in their estate plans. An Office of Estate, Trust and Gift Planning (OETGP) Program.

Create a Recognition Society that honors those who give at a level that is below the thresholds listed above. 所有的礼物都很重要, are greatly appreciated and we want our donors to feel the Vandal love — if you identify a need within your area, 制定一个针对你所选级别的认可计划. Contact the Central Stewardship office if you need help establishing a society.

大学水平的例子: 1901 CALS俱乐部农业与生命科学学院

It is essential to understand the guidelines of an endowment agreement and spend funds in a timely manner that is in accordance with the donor’s intent.

捐献基金结余, 尤其是捐赠基金和/或奖学金, should be reviewed once per year for unspent accumulations or deficits.

如果资金没有被使用, 找出原因, 确定可能的解决方案, 如果可能的话, 解决积累问题. 如果你无法解决你所在地区的问题, contact 发展管理 to discuss the best way to move forward.

Unspent or incorrectly spent funds are the number one frustration for donors trying to support educational initiatives and make future fundraising unnecessarily difficult. 感谢您妥善管理资金!