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
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
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
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
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
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