Skip to main content

College & Unit Monthly Checklist

2019 GIVING DAY SCHEDULE AND DEADLINES

  • Marketing starts: February 28
  • VIP giving starts: March 5
  • Giving Day 2018: March 14

Annual Giving Programs will send you a monthly email to keep you informed and on track during this campaign. This will help expedite the planning process and keep you up to date on deadlines, information, and requests.

EVERY MONTH
ATTEND C/U meeting
REVIEW toolkit for deadlines

OCTOBER
CREATE message themes
REVIEW your creative direction
REVIEW web formatting guidelines
REVIEW taxonomy/causes
IDENTIFY communication channels: social, email, web, etc.

NOVEMBER
CREATE internal challenges (if desired)
DRAFT web, email, and social plans
GATHER assets: videos, photos, logos
REVIEW email: hierarchy, templates, segment definitions, AGP messaging

DECEMBER
SHARE concerns about cause definitions taxonomy structure and strategy – by December 1
FINALIZE assets: photos, logos (continue video work)
ATTEND meeting with your EMT liaison TBD
DRAFT web, email, and social copy
COMMUNICATE interest in hosting an on-campus event
REVIEW VIP/Multi-give/Opt-out lists
FREEZE DATES for web pages: December 14 – January 1 (GG creates new 2019 instance)
READY FOR UPDATING: 2019 website ready for any new copy on January 2
DETERMINE the segmentation criteria for your college/unit emails

JANUARY
APPROVE web copy, email copy, social posts
ATTEND meeting with your EMT liaison TBD
ATTEND email sending arc meeting TBD
ATTEND GiveGab office hours TBD
FREEZE DATE for VIP/Multi-give/Opt-out lists –  January 19
SUBMIT email request forms – before February 1
UPDATE web pages on your profiles, January 2
SUPPRESS VIPS & Multi-gives from email lists
REVIEW Giving Day URLs on the toolkit

FEBRUARY
NOMINATE funds to be placed within cause categories – by February 1
ATTEND meeting with your EMT liaison TBD
PREVIEW & APPROVE email messages – freeze date February 26
CONFIRM your C/U designation fund numbers
CREATE new campaigns if desired
FINALIZE email, web pages, social posts
REVIEW thank you process on the toolkit
FREEZE DATE for web pages  – February 18
SCHEDULE social posts
REVIEW quality checklist for all communication channels
USE intercom to web page assistance
Marketing begins – February 28

MARCH
VOLUNTEER for a day-of task
VIP early give – March 5
Go LIVE – MARCH 14

Skip to toolbar