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College & Unit Monthly Checklist

2020 GIVING DAY SCHEDULE AND DEADLINES

  • Marketing starts: February 27
  • VIP giving starts: March 3
  • Giving Day 2020: March 12

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 (as required by tier)
REVIEW toolkit for deadlines

SEPTEMBER
TAKE tier quiz & decide on basic marketing package
IDENTIFY communication channels: web, email, social, etc.

OCTOBER
CREATE message themes
REVIEW your creative direction
REVIEW web formatting guidelines
REVIEW taxonomy/causes

NOVEMBER
CREATE internal match/challenge (optional, but encouraged)
DRAFT web, email, and social plans
GATHER assets: videos, photos, logos
REVIEW email: hierarchy, templates, segment definitions, AGP messaging
SHARE concerns about cause definitions taxonomy structure and strategy by November 4

DECEMBER
FINALIZE assets: photos, logos (continue video work)
ATTEND meeting with your EMT liaison: DATE TK
DRAFT web, email, and social copy
DETERMINE the segmentation criteria for your college/unit emails
COMMUNICATE interest in hosting an on-campus event (optional)
COMMUNICATE plans for internal match/challenge (optional, but encouraged)
REVIEW VIP/Multi-give/Opt-out lists
FREEZE DATE for web pages: DATE TK
READY FOR UPDATING: 2020 site ready for new copy: DATE TK
ATTEND GiveGab office hours: DATE TK

JANUARY
FINALIZE web copy, email copy, social posts
CONFIRM your C/U designation fund numbers
CREATE new campaigns if desired
NOMINATE funds to be placed within cause categories by January 17
ATTEND meeting with your EMT liaison: DATE TK
ATTEND email sending arc meeting: DATE TK
FREEZE DATE for VIP/Multi-give/Opt-out lists: DATE TK
SUBMIT email request forms: DATE TK
PULL email lists
SUPPRESS VIP/Multi-give/Opt-out lists from your email lists
REVIEW Giving Day URLs on the toolkit
ATTEND GiveGab office hours: DATE TK

FEBRUARY
ATTEND meeting with your EMT liaison: DATE TK
PREVIEW & APPROVE email messages: DATE TK
REVIEW thank you process on the toolkit
FREEZE DATE for web pages: DATE TK
SCHEDULE social posts
REVIEW quality checklist for all communication channels
USE intercom for last-minute web page assistance
Marketing begins February 27

MARCH
VOLUNTEER for a day-of task
HAVE THE BEST GIVING DAY EVER!

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