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Streamlining Solicitations

Streamlining Solicitations. May 24, 2011. Purpose of Annual Giving. The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support Oakland University’s general operating needs and designated college/schools’ programs.

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Streamlining Solicitations

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  1. Streamlining Solicitations

    May 24, 2011
  2. Purpose of Annual Giving The Office of Annual Giving raises small to medium sized gifts ($1-$24,999) from individuals each year to support Oakland University’s general operating needs and designated college/schools’ programs.
  3. Intention of Streamlining Process
  4. Consumers are Being Bombarded
  5. How are We Doing?
  6. The Annual GivingSolicitation Cycle October/ November: OU Telefund—Unrestricted support, Fall Magazine: OU Fund Ask November/December: All-University Fund Drive (Mostly restricted support) December: Pledge fulfillment via follow up letters/e-mail, CYE thank you January: Month of rest March/April: Spring Telefund- Unrestricted support April/May: Telefund fulfillment ,LYBUNT/SYBUNT Academic Unit direct appeals June: Thank You to All Donors for that FY July: Donor month of rest August: Matching gift Reminder September: Data prep, telefund/unit/direct mail seg.
  7. Birthday E-Mails
  8. How Can We Be More Effective?
  9. 5 Things TO Include Whenever possible personalize A picture is worth a thousand words A response mechanism Solicitation Code & Fund Name and Number If you are inviting credit card gifts a signature is (required)
  10. 5 Things NOT TOInclude A request for the CVV code Too much text, or to many giving options A promise that you cannot keep short or long term The wrong or mis-spelled donor name Donor information that you cannot follow through on
  11. Become a Champion of the Donor Bill of Rights
  12. Quid Pro Quo Contributions Fundraising Events: OU has a procedure for determining the Fair Market Value, (FMV), for goods and services provided to donors at fundraising events where something of value is exchanged for a payment. OU has an Excel template to help determine the FMV of the goods and services. Work with your Development Officer to determine FMV for any Fundraising Events. The FMV must be communicated to the donor on marketing materials.
  13. Gift Register
  14. When you work with us on your solicitation, many times we can bypass the gift register and use a label to give us the information needed for gift entry: (Thank you Alison for this wonderful example!)
  15. Advantages to Working W/Us? IRS says we must keep 3 years of solicitations to prove we don’t discriminate. Bypass the gift register for split gifts. Straight gifts can be returned directly to gift accounting – donor receives receipt quicker – you get data on reports sooner. Solicitation code further defines your ask – remember, garbage in, garbage out. I won’t be calling you.
  16. Advancement Services Website
  17. Top of the Form
  18. Step 1
  19. Step 2
  20. Steps 3, 4, and 5
  21. The Form
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