An action that must take place within one week of contact with a prospect
What is a contact report?
100
Offices across campus that seek private support for schools and units
What are Constituent Development Offices?
100
This may be given to an individual or entity when the legal gift is in fact made by another individual or entity
What is recognition or soft credit?
100
An annual document containing information about a permanent fund’s investment performance over the prior fiscal year
What is an endowment report?
100
A new program addressing conversion and consolidation of constituent data from Advise and Raiser’s Edge
What is Blackbaud CRM?
200
A meeting in which, all intents to solicit over $100,000 are reviewed for approval
What is Carolina Leadership Gifts (CLG)?
200
A term for a gift officer who travels relentlessly
What is a road warrior?
200
Must be signed at the University Development reception desk; part of gift delivery procedures
What is the Gift Transmittal/Locked Bag Delivery & Acceptance Form?
200
Individuals who make gifts of over $2000 are thanked via these
What are Chancellor’s Acknowledgments?
200
He is the University’s Chief Information Officer
Who is Larry Conrad?
300
The person responsible for coordinating all interaction between the University and a prospect
Who is the Prospect Manager?
300
A program that reaches over 240,000 alumni, donors, students and parents each year through the phonathon, mailings, e-mail, student giving and face-to-face solicitation
What is the Annual Fund?
300
Needs to be contacted to draft all new gift agreements in the University Endowment & UNC-CH Foundation
What is the Gift Agreement Team?
300
Lifetime Giving Society for cumulative gifts of $1M & up
What is Lux Libertas?
300
The #1 operating system for mobile devices
What is Android? (sorry, Steve Jobs)
400
This is given when research is confident a prospect has a giving capability of $5 million or more
What is an A1 rating?
400
A University-associated entity that raises private resources, having its own Board and by-laws
What is an affiliated foundation?
400
PID, donor name, designation #, gift amount, campaign code, and split gift are all put on this
What is a gift transmittal form?
400
Recognizes alumni and friends who have created their own Carolina legacy through planned gifts
What is the Gerrard Legacy Society?
400
Although the median gift is $50, the single largest gift received was $30,000 via this venue
What is on-line giving?
500
This varies depending upon information type, public availability of information, and request queue
What is the amount of time to complete a research request?
500
Provides expertise in real estate, financial, estate, business succession and wealth planning
What does the Office of Gift Planning do?
500
Besides the gift itself, this is needed to post a gift on the system
What is a designation number?
500
“CHIF”
What is the nickname for The University of North Carolina at Chapel Hill Foundation Investment Fund, Inc?