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UCSF School of Pharmacy

Alumni Gift Planning Marketing Plan. UCSF School of Pharmacy. AACP DOD SIG Las Vegas December 2&3, 2007 Marie Parfitt Pattie. Structure-UCSF Development and Alumni Relations. Centralized Development Office School Programs – School of Pharmacy Development and Alumni Relations ( 2 staff )

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UCSF School of Pharmacy

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  1. Alumni Gift Planning Marketing Plan UCSF School of Pharmacy AACP DOD SIG Las Vegas December 2&3, 2007 Marie Parfitt Pattie

  2. Structure-UCSF Development and Alumni Relations • Centralized Development Office • School Programs – School of Pharmacy Development and Alumni Relations ( 2 staff ) • Planned Giving Department ( 3 Lawyers ) – tax expert – bequests - agreements

  3. Planned Giving Department Marketing – Reactive rather than proactive • Foresight Newsletter – 2x yr. – generic • Meetings with Estate Planning Attorneys and Financial Planners (medical topics) auto immune diseases; ARI – 700 people, 20 people attend, info packages circulated • Heritage Circle – invited /application with documentation – tea every 2 years

  4. Donor Potential – Planned Giving • Major Gifts during past 5 Years • Alumni Population Potential – 5,000 alumni • Alumni Directory • Robert Sharp – PG audit – PG Donors – grateful patients vs. alumni

  5. Funding Opportunity – UCOP • Spotlight on Alumni • Matching funds for programs to increase Alumni Giving • New Position in Planned Giving Dept. – Justin Marsh • Program Funding FY 2008

  6. Year One Information Services – the basics • Age information (DOB) appended to Advance for all active individuals • Appeal Coding for GPP mailings –will allow for reporting, tracking, and response analysis.

  7. On-going • Review and look to increase benefits of Heritage Circle membership Additional Collaborative Efforts with Schools and other units including: • Giving Clubs/Recognition Groups that lead easily to gift planning promotion • Revised communications and messaging in Annual Fund Appeals • Increase stewardship and cultivation of alumni gift planning prospects through personal visits/contact

  8. September/October, 2007: • Update look and feel of Foresight by tweaking design/layout, producing in 4-color, and increasing “white space” by reducing text. • Expand distribution of Foresight to include all Alumni, Parents of Students, etc. • Increase personalized cultivation of Alumni receiving Fall 2007 Foresight

  9. November/December, 2007: • Simplified gift planning “insert” brochure for Development Officers and others to use in communications/collateral at events • Will be School-specific at an efficient cost through the use of digital printing technologies

  10. January/February, 2008: • Send an “Invitation” mailing to Alumni age 60+ to join Heritage Circle by establishing a planned gift • Consider development of Heritage Circle committee with members available at alumni events

  11. March, 2008: • Brown bag lunch/workshop with DO’s to help them better understand simple gift planning concepts and “clues” that a donor might be ready for PG to be included in the discussion plans. • Spring Foresight –Designating UCSF as a Beneficiary of Retirement Plans (testimonial letter from alum who has included UCSF as beneficiary of retirement plan)

  12. April/May, 2008: • Review and analyze efforts to this point • Prepare and present Plan and Budget for FY 09

  13. June, 2008: • Special “Alumni Tables” at Heritage Circle Tea in 2008 • Invite Dean / Faculty / School Directors of Development (School Relationships) • Follow-up calls to those who sat at “Alumni Tables” at Heritage Circle Tea in 2008 • Begin work on Fall 2008 targeted mailing (specific subject tbd based on FY 08 results/learning) and First FY 09 issue of Foresight

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