1. STEWARDSHIP TASK FORCE October 13, 2009 FALL MEETING 2009

2. 11223344556677 Meeting Agenda Welcome & housekeeping Endowments in Suspense Michael Tu Faculty Impact Reports Glenn West (Dentistry) Antoinette Wills (Arts & Sciences) Peggy Fine (Engineering) Lara Thurman (UW Medicine) Coming Attractions Q&A For the Good of the Order 11223344556677 Discussion & Sharing: Best Practices in Faculty Impact Reporting

3. Welcome / Housekeeping Sign in Restrooms 11223344556677

4. Vision for Stewardship at UW: “Communicating to donors the impact of their gifts in ways that are inspiring and authentic, and engaging beneficiaries of their philanthropy in the process.” 11223344556677

5. Task Force Purpose Working together to bring about the UW’s vision for donor stewardship 11223344556677

6. 11223344556677 Tracking Endowments in Suspense Michael Tu Analyst Finance & Administration

7. 11223344556677 Faculty Impact Reports - Samples Glenn WestDentistry Antoinette WillsArts & Sciences Peggy FineEngineering Lara ThurmanUW Medicine

8. DENTISTRY Faculty Impact Reporting

11. ARTS & SCIENCES Faculty Impact Reporting

15. ENGINEERING

20. UW MEDICINE Faculty Impact Reporting

21. Chair/ Professorship Holder Dean Department Chairs Assistant and/or Administrator Frontline Fundraisers Request for progress report memo to holders Tips for holders Copy of last year’s report Fund summary and donor list Regular updates by CAO at mtg of department chairs Summary of results/participation Direct follow up via email, meetings, etc. Editing, merging, obtaining signatures, hounding Donor Relations Team

22. 11223344556677 Discussion/Sharing If you send Faculty impact reports, when? What do you send when news is not good? What are: – Your greatest challenges – The easiest “good” idea(s) to implement (the low hanging fruit) – The key relationships you need to maintain/nurture – Potential process improvements – Services you need; from SDR or elsewhere

23. 11223344556677 Coming Attractions Training Session – December 2009 – Suggested topics? Task F Next Task Force Meeting – January 11, 2010 2:30 – 3:30 pm UW Tower Boardroom (T-22) 11223344556677

24. FOR THE GOOD OF THE ORDER 11223344556677

25. Q&A 11223344556677

26. 11223344556677 Thank you for coming Mark’s Blog: https://staff.washington.edu/mlanum/wordpress/https://staff.washington.edu/mlanum/wordpress/