Name a location that the UIF hosts Outreach events in annually
Where is Chicago, Des Moines, Naples or Arizona
100
This individual should always be added as a participant on a contact report even if they were not there
What is the spouse (if prospect has one)
100
This person is your Main Campus stewardship liaison
Who is Kelly Brubaker
100
The majority of Donor Reports are typically mailed in this month
What is September
100
The ask amount levels for a Major Gift plan type and a Special Gift plan type
What is $50,000+ for a Major Gift plan and under $50,000 for a Special Gift
200
This Events colleague is who attendees should contact to RSVP to an outreach event
Who is Nancy Bandy
200
Name the two ways to enter contact reports
What is Directly on a prospect’s Interaction screen and through a prospect plan
200
Name one of the stewardship plan templates that can be used
What is Capital Projects, Deferred Gifts, Gifts of $50K+, Program Support, Scholarship Support, or Dean/Chair/Professorship
200
Name a CLAS DEO/Director/Chair who contributed a departmental update in the donor report last year
Who is John Beldon Scott, Fred Skiff, David Ryfe, Tim Havins, or David Gier
200
The names of 4 of the 6 Opportunity Statuses
What are Unqualified, Qualified, Response Pending, Accepted, Rejected, and Canceled
300
When requesting President Harreld’s attendance at an event, this colleague on the events team is who you should contact
Who is Dana Simcox or Dusti Cermak
300
This is how a joint contact report added directly to a prospect’s Interaction screen should be entered so that both fundraisers receive credit
What is each fundraiser creates a separate contact report as the owner. The one with the details should be marked with an asterisk in the Summary line. The one without the details should note in the Comments field to see the other contact report.
300
This level of gift amount (and above) requires a stewardship plan
What is $50K+
300
Included in the Donor Report is information regarding the background of the fund. This is called the ______ paragraph
What is the endowment paragraph
300
The names of 4 of the 5 Opportunity Types
What are Gift-in-kind, Multiple, Outright Gifts, Planned Gift, and Pledge
400
Name one organization that can use the Levitt Center for events
Who is any UI Collegiate Departments, UIF or UIAA
400
This is how a fundraiser receives credit for a joint visit when the contact report is filed through the plan and they are not the step owner
What is the fundraiser should be added as an “Additional Solicitor” for that step
400
Filling in the contact method in a stewardship plan will automatically write the step to __________
What is the interactions screen
400
This generous couple receives our largest bound donor report
Who is Henry and Patricia Tippie
400
When you mark the Ask Made step as completed it automatically does this
What is Changes the Opportunity Status to Response Pending and updates the Opportunity Ask Made date. It does NOT fill in the Ask Amount.
500
This is the number of event spaces available at the Levitt Center
What is three
500
This allows you to file a contact report through a step and gives you the ability to edit the next step at the same time
What is having a pending step with a contact method
500
You always add this steward to a stewardship plan
What is the spouse
500
This number is approximately how many donor reports we mailed last year
What is over 1400 donor reports
500
The Funding Method in the Designation Area of the Opportunity Tab is used for this
What is when you have a “Multiple” opportunity type so you can note the portion which is Cash and which is Bequest