Student Support Stewardship: Endowed

All donors to the University receive a receipt verifying the tax-deductibility of their gift. Gift receipts include:

• The full amount of the payment, and
• Notation of any goods or services received in exchange.

Notable exceptions: if a gift is made from a Donor Advised Fund (DAF), the gift receipt is issued to the DAF as the legal donor, not the donor who may have directed the gift. In addition, receipts for planned or estate gifts are sent by the Planned Giving team rather than Gift Services.

Issued when the pledge is made and/or gifts and payments are received. Acknowledgments are sent weekly on behalf of the Dean of the College of Arts & Sciences.

Departments and centers should also send their own acknowledgments on a regular basis (at least quarterly; preferably monthly.)

Each quarter, donors to the College of Arts & Sciences receive an electronic newsletter with stories from the College and opportunities to engage further through events.

This audience includes donors from the last 18 months as well as members of the Henry Suzzallo Society.

Sent the month after a new endowment is invested. CAS Advancement Services works with Major Gift Officers to make sure all appropriate stewardees are sent this notification, which includes:

• When the fund invested,
• When it will begin distributing,
• When the donor can expect to receive a CEF report, and
• Who to contact with any questions.

(Only applies when new endowments are created.)

Sent to Major Gift Officers to share with the donor and any additional stewardees after the new endowment investment celebration letter is sent out, this welcome packet confirms the investment date, reminds donor when the fund will begin to distribute to the unit, lets them know what stewardship they can expect (and when) moving forward, and reaffirms their best contact should any questions arise.

If additional stewardship is planned, it is a good idea to include note of that in this communication so it feels complete to the donor. (Only applies when new endowments are created.)

Departments and centers should send annual communications to announce student awardees and provide an overview of the fund usage. These communications can also include messages from the student awardee if available/appropriate (using the Beneficiary Portal tool can help streamline this process.)

If the fund won't be used/awarded in a year, someone from the department/center should work with their unit's Gift Officer to communicate with the donors and stewardees regarding why it won't be used and when it will be awarded again.

Special recognition for first-time donors, holiday messages and fiscal-year-end thank yous are often sent to donors by the central Annual Philanthropy team.

CAS Advancement Services sends special acknowledgments to Arts & Sciences donors in the summer after making their first gift to the College, or if a donor is a recurring/sustaining donor through a mechanism such as a payroll pledge, Combined Fund Drive, Benevity, etc.