Donor ProfilesA Julie Fainberg Presentation

At a GlanceMOU ReviewDonor ResearchFocus GroupTemplates GaloreAlpha Release

MOU Review

New Naming

Conventions

Assignment of Unique Identifier

Identification of Fund

Types

Identification of Original

DonorsHard Copy

MOUs

New Naming Conventions

Last Name

First Name

Fund Type Unit

Fund Sort

Name

SMITH ROB SCH BUS SMITHROB

SCHBUS

Unique Identifier Assignment

Classification Goal

• Enables simple navigation of endowments

• Provides quick summary of the endowed fund

Classification Purpose

• Provides in-depth description of the endowed fund

Classification

Assignment

• Based on the Administration section of the endowment’s MOU

Fund Type IdentificationPrimary Identification

• Fund type was identified on the MOU under the Purpose and Administration sections

Secondary Identification

• Fund type was identified on the Advance server under the Historical and Reporting Narratives

Final Identification

• Identifiers were given final assignments based upon traditional fund type classification established by the University

Original Donor Identification

• High-lighted name of original donor who signed MOU

MOU Identificatio

n

• Noted original donors listed in Advance

Virtual Identificatio

n • Compared original donor between Advance and MOU

Cross-Reference

Hard Copy MOUsFront PageInside MOUOrganization

• Fund sort name• Unique identifier• Fund summary

• High-lighted key information• High-lighted original donor(s)

• Alpha-order by fund sort name

Donor ResearchDonor ListEndowed Fund DonorsQualified DonorsDonor Document

Donor List

Compiled list of selected

donors

Researched affiliation

with University

Separated by relationship

with University

Endowed Fund Donors

Research• Isolated every

selected donor’s giving history

Identification• Qualified all selected

donors with active endowed funds established in their name for the next phase

Qualified Donors

Selection Guidelines

LocalMore

than one active fund

Active within

the Universit

y

Stewardee or Original

Donor

Donor DocumentName of selected

donor

University affiliation

Name of endowed

funds

Description of endowed

funds

Occupation

Focus Group

GoalGuiding Questions

Questionnaire Instrument

DonorCommunicatio

n

Donor Communication

Review

Identify a group of 10-15 donors who

would be most qualified to

participate in the focus group

Collaborate

Work with other staff members to add or remove donors from

the focus group contact list

Contact

After approval, begin communication with

donors about the project and focus

group

Questionnaire Instrument• No more than 9 questionsSimple

• No “yes-or-no” questionsOpen-ended• Create questions that relate to the

donorsThought

Provoking• Avoid boring generic open-ended

questionsEngaging

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

Goal

Enhance• questionnair

e instrument

Involve• donors in

the project

Obtain Feedback• about the

project

Alter• project if

necessary

Templates Galore

QuestionnaireInvitations

Donor ProfileThank You Letter

Questionnaire

Introduction

•Introduce the project

•Instructions for completing the instrument

Questions

•7-9 open-ended questions

•2 optional “fun” questions

InvitationsExplanation

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

FeedbackEncourage frequent

participation and feedback

Questionnaire

Insert questionnaire

with BREEmail link to

questionnaire

Donor Profile

General Structure

• Standardized format for the

profile

Fast Fact• Offer space for

an optional fast fact bullet

list

Translation• Create a way for

the donor responses to be

crafted into unique but consistent profile pages

Thank-You LettersPersonalization

Future Involvement

• Alpha letters sent to smaller audience

• Standardized hand-written letters

• Encourage continued involvement with project

• Feedback is always welcome

Alpha Release

Invitation Distribution Creation Feedback Thank-You

InvitationGather

ParticipantsIdeal

participants have more than two endowed

funds

Target is between 20 and 25 total participants

Outline Benefits

Explain they are among a small hand

selected group

They will have the option of participating

Their feedback will shape the final product

Questionnaire DistributionHard Copy

Questionnaire will be mailed after donor agrees to

participate in the Alpha

By request only

Virtual Copy

Link to online questionnaire will be embedded in

invitation and as a link at the bottom of the invitation

Default method of distribution

CreationCo

nsol

idat

ion

Gather completed questionnaire responsesOrganize responses by donor into story parts• Introduction,

build-up, climax, moral, etc. Tr

ansla

tion

Take their responses and draft a storyDon’t lose the original message from the donor

Editi

ng

Edit draft through two other parties

Rele

ase

Send the final profile back to the donor

Feed

back

Compile feedback from donors for the Beta trial

FeedbackOrganize

• 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

changes

Thank-You

Honest Humble

Be transparent about what issues their involvement

uncovered and how we fixed it

Keep the overall

message honest

Create hand-written

thank-you notes for

Alpha participants

This project couldn’t have happened

without the participants in the

AlphaTheir contributions

are vital in the overall success of the

project

Heartfelt