Cherry Blossoms

Stewardship & Donor Relations Toolkit

 

Donor stewardship is fundamental to a successful fundraising program. Our advancement mission is to engage stakeholders in meaningful interactions that foster pride, advocacy and private support for the University, which requires us to build genuine, trust-based relationships with our donors. In order to foster those genuine relationships, we have implemented a formal stewardship program that ensures our donors are thanked for their gifts, understand the impact they’ve had, and feel connected to the institution.

 

Stewardship is not just the responsibility of one team; everyone involved in raising funds – and in operating programs and projects that benefit from funds raised – shares responsibility for donor stewardship. The resources below should help you and your unit to understand your role in stewarding your donors and provide some resources to make your stewardship efforts both efficient and effective.

What Departments, Programs and Centers Do

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Departments and faculty often have the closest and most meaningful relationships with our donors and their families. Donors especially enjoy feeling connected to whatever they’re supporting, so donor stewardship should involve activities that make them feel like “insiders.”

Gift Acknowledgements

Faculty Appointments & Scholarship Awards

Donor Stewardship

Managing Gifts & Donor-Supported Funds

Professional Development Resources

What Advancement Services Does

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Gift Acknowledgements

  • Weekly gift acknowledgements and monthly pledge reminders on behalf of the College
  • Customized stewardship communications to donors from Dean Stacey

Faculty Appointments

  • Faculty appointment announcement letters for donors
  • Publishing all newly appointed faculty and their official recognition titles in the College’s Perspectives Awards & Honors section
  • The Faculty Stewardship Letter Process: impact reporting letters sent from faculty appointment holders to the donors that support their work

Scholarship Awards

  • Scholarship announcement letters to donors for those scholarships managed by the Dean’s office
  • The scholarship recipient letter process: collecting letters from students in Beneficiary Portal for those scholarships managed by the Dean’s office and sharing those with the donors who support those funds

Donor Stewardship

  • Quarterly stewardship emails on behalf of the College to all donors who’ve supported the College in the past 18 months
  • Individualized stewardship plans for major donors and prospects
  • Stewardship activities for Henry Suzzallo Society members affiliated with the College

Endowments & Gift Agreements

  • Management of the endowment/gift agreement and amendment process
  • Facilitate notice of endowment investments and distributions
  • Assistance with review of agreement purposes, restrictions and balances

Data, Systems & Reports

  • Develop data and technical systems as well as reports that support strategic decision-making for the College of Arts & Sciences advancement team

What University Advancement Does

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UW’s central University Advancement teams play a key role in our stewardship efforts. In addition to handling the logistics of accepting gifts, they:

  • Issue tax receipts to donors
  • Provide university-level acknowledgements when appropriate
  • Ensure university-level recognition at certain annual and lifetime giving levels
  • Create and send out the annual Consolidated Endowment Fund (CEF) Report
  • Develop and maintain tools and services like My UW Giving and Beneficiary Portal that help everyone meet the stewardship needs of our donors
    • ​​​​​​​In My UW Giving, donors will see a "My Endowments" tab if they are noted as a CEF stewardee of an endowment in Advance, or if they have donated $5,000 or more to an endowment.
    • In My UW Giving, donors will see a "My Impact" tab if they are noted as a stewardee of a student support fund in Advance, and if the department has entered student thank you letters in Beneficiary Portal.

See the UW Donor Relations page on the University Advancement intranet for more information and resources from our central colleagues.

Contacts

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Please contact the Advancement Services team anytime at CASadser@uw.edu with questions or for more information about how we can help your unit steward your donors. Additionally, you are welcome to reach out to one of our team members directly. See a full listing of team members and their areas of expertise on the Advancement Services Team page.