1. Sample Donor Stewardship and Recognition Plan for $10 Million Donors
Acknowledgements and Thank Yous
Invitations
Stewardship Communications
Print and Online Recognition
Community
Recognition
Major Gifts and Planned Gifts Recognition
Board Chair call and letter within two weeks of commitment
CEO Acknowledgement call and letter within one week of commitment
Gift Officer Acknowledgement immediate call and letter
Invitation to join the Board
Potential invitation to join Leadership Council or other volunteer councils
Annual CEO Briefing
Invitation to private thank you lunch or dinner with CEO and a volunteer
Million Dollar Roundtables
Invitations to special events hosted by United Way
CEO Update
United Way Annual Report
s and newsletters
CEO Holiday Card
Recognition on United Way website
Acknowledgements in relevant communications
Annual Report- Donor Honor Roll
Potential public press release
Worldwide/ National Recognition in $10M Giving Society
Recognition at United Way Board meetings
Donor Recognition Wall or e-Wall in United Way entrance lobby
Lifetime Achievement Award
Endowment Campaign Recognition
Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment
Endowment Campaign Launch Event
Endowment Campaign Completion Event
Other campaign events
Endowment Campaign Update
Endowment Campaign Completion Report
Endowment Donor Honor Roll in Annual Report
Endowment Donor Honor Roll in Completion Report
Recognition on campaign website
Endowment Donor Recognition at Tocqueville and VIP events
Endowment Campaign Donor Wall or e-Wall
Endowment Campaign Gift or Pin

2. Sample Donor Stewardship and Recognition Plan for MDR and Tocqueville Legacy Circle Donors
Acknowledgements and Thank Yous
Invitations
Stewardship Communications
Print and Online Recognition
Community
Recognition
Major Gifts and Planned Gifts Recognition
Board Chair letter within one month of commitment
CEO Acknowledgement call and letter within two weeks of commitment
Gift Officer Acknowledgement immediate call and letter
Annual CEO Briefing
Invitation to private thank you lunch or dinner with CEO/COO/senior executive and a volunteer
Million Dollar Roundtables
VIP Reception
Invitations to special events hosted by United Way
CEO Update
United Way Annual Report
s and newsletters
CEO Holiday Card
Recognition on United Way website
Acknowledgements in relevant communications
Annual Report- Donor Honor Roll
Recognition at United Way Board meetings
Recognition at Second Tuesday Lunch Series
Donor Recognition Wall or e-Wall in United Way entrance lobby
Lifetime Achievement Award
Endowment Campaign Recognition
Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment
Endowment Campaign Launch Event
Endowment Campaign Completion Event
Other campaign events
Endowment Campaign Update
Endowment Campaign Completion Report
Endowment Donor Honor Roll in Annual Report
Endowment Donor Honor Roll in Completion Report
Recognition on campaign website
Endowment Donor Recognition at Tocqueville and VIP events
Endowment Campaign Donor Wall or e-Wall
Endowment Campaign Gift or Pin

3. Sample Donor Stewardship and Recognition Plan for Legacy Donors
Acknowledgements and Thank Yous
Invitations
Stewardship Communications
Print and Online Recognition
Community
Recognition
Major Gifts and Planned Gifts Recognition
CEO letter within two weeks of commitment
Gift Officer Acknowledgement immediate letter
Legacy Society Annual Reception
Invitations to special events
Bus tour
CEO Update
United Way Annual Report
s and newsletters
CEO Holiday Card
Annual Report- Legacy Society Donor Honor Roll
Recognition on United Way website
Recognition at United Way Board meetings
Donor Recognition e-Wall
Endowment Campaign Recognition
Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment
Endowment Campaign Launch Event
Endowment Campaign Completion Event
Other campaign events as planned
Endowment Campaign Update
Endowment Campaign Completion Report
Endowment Donor Honor Roll in Annual Report
Endowment Donor Honor Roll in Completion Report
Recognition on campaign website
Endowment donor recognition at Tocqueville and VIP events
Endowment Campaign Donor Wall or e-Wall
Endowment Campaign Gift or Pin (optional)

4. Sample Donor Stewardship and Recognition Plan for Tocqueville Donors
Acknowledgements and Thank Yous
Invitations
Stewardship Communications
Print and Online Recognition
Community
Recognition
Major Gifts and Planned Gifts Recognition
CEO letter within one month of commitment
Tocqueville Chair Acknowledgement letter within two weeks of commitment
Gift Officer Acknowledgement immediate letter
Second Tuesday Lunches
Tocqueville Society Annual Volunteer Project
Tocqueville Leaders/ MDR Roundtables
Bus Tour
Volunteer Appreciation Lunch
Tocqueville Family Holiday Event
Other events as planned
Tocqueville Welcome Packet
CEO Update
United Way Annual Report
s and newsletters
CEO Holiday Card or ADT Holiday Card
Tocqueville Registry
Annual Report- Tocqueville Society Donor Honor Roll
Recognition on ADT Webpage
Donor Honor Roll at Tocqueville Society events and other select United Way events
Recognition at Second Tuesday Lunch Series
Lifetime Achievement Awards
Endowment Campaign Recognition
Endowment Campaign Launch Event
Endowment Campaign Completion Event
Other Campaign Events as planned
Endowment Campaign Update
Report on Completion of Endowment Campaign