Donor Experience Matrix

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Presentation transcript:

Donor Experience Matrix All Donors ($1+) Gift Receipt within 10 days of processing Acknowledgment from Dean/Unit ($1K+) Acknowledgment from President/CEO ($25K+) Acknowledgment from Chancellor ($100K+) BadgerCall Phone Thank You (<$999) WFAA Annual Report* WFAA Annual Giving Impact Report** First Time Donors WFAA 1st Time Alumni/Parents Donor Packet - two weeks of month close Unit Acknowledgment Tributes, Honorary, Memorials, Donor Advised Fund and Matching Gifts Notification Letter 1848 Society & Young Alumni Welcome letter from Alisa ($100-$999) WAA Membership for a Year Invited to various VIP events President/CEO End of Year Video * Email - $100+ / Print for Recognition Societies ** alumni donors who gave $10+ to UW academic units and programs and non-alumni donors giving $50+

Van Hise Society (1M+ cumulative) Chancellor’s Prospects Bascom Hill Society (50K+ cumulative) Welcome Packet: Letter from Mike & BHS Book VIP communication from President & CEO Access to football and basketball tickets BHS Events (Luncheons and Gala) VIP Travel Opportunities President/CEO End of Year Video Message Invited to various VIP events Van Hise Society (1M+ cumulative) Welcome letter from Chancellor VIP communication & President/CEO EOY Message 1848 VHS Donor Wall Tile Tiffany Pin VHS Gala Event Invited to sit in WI Club (1 game) Chancellor’s Prospects Personalized VIP Cover Letter for EFR Invited to Chancellor Events (Olin House, Tailgates, etc.) Customized Stewardship Plan (Video, Book, Creative, Swag) VIP Impact Report Legacy Society Legacy Society Welcome Packet (Newsletter & frame) Annual Publication President/CEO Communication and EOY Video Message Birthday Milestone Recognition

Endowment Donors ($25K+) Faculty Support Donors WFAA Endowment Financial Report Unit Reporting Faculty Support Donors Unit New Fund Acknowledgment Unit Faculty Recipient notification Faculty Annual Progress Report Donor-Recipient Engagement (Meetings, Events, Investiture Ceremonies, Tours) Graduate-Professional Support Donors Unit New Fund Acknowledgment Letter Donor-Recipient Engagement (Meetings, Events) Stewardship Packet: Student recipient name & accomplishments student and unit thank you Reports of student research and accomplishments Undergraduate Support Donors Scholarship recipient notification and thank you notes Donor-Recipient Engagement (Meetings, Reception, Events)