Constituent Data
What is “ABE” CRM?
>
Can I access ABE CRM?
>
What are my responsibilities as someone with access to constituent data?
>
I am not sure about how to do something in ABE CRM. What resources are available?
>
Engaging Supporters
Should I work with WFAA on a marketing project or event that I am working on?
>
How long does it take to complete a marketing project with WFAA?
>
What are the ways your marketing efforts support fundraising at UW-Madison?
>
Can I send my own solicitation right now or in the future?
>
If I am sending out my own solicitation or marketing piece without the help of WFAA, is there anything I need to do to coordinate with WFAA?
>
I need something printed. Can WFAA do it for me?
>
I want to add an event to the Advancement Calendar. How do I do that?
>
Fundraising
Who should I contact for each annual giving project?
>
What is the Spring Campaign? When does it happen and when are the drop dates?
>
What is the Annual Campaign? When does it happen and when are the drop dates?
>
When is the blackout period? Why?
>
How can I help increase the likelihood for people to give to my area?
>
Can I get a consultation about how our unit is performing in Annual Giving?
>
How do I get students involved in philanthropy?
>
What is Day of the Badger? What Is Fill the Hill? What Is Giving Tuesday?
>
What can qualify someone for an annual giving solicitation list?
>
Can I solicit my own constituents? How do I send my own communication?
>
What costs are affiliated with annual giving? How does chargeback work?
>
What other things come with establishing a plan for direct response marketing fundraising?
>
Stewarding Donors
What is stewardship? What steps does WFAA cover?
>
Who is responsible for stewardship and donor relations activities?
>
How do I get access to gift/donor information to create and send stewardship communications?
>
What are the practices and processes for impact reporting?
>
Gift and Fund Management
What is a callable fund?
>
What is an endowed fund?
>
What is a Finder vs. Appeal Code?
>
What is included in my list of funds on the Gift and Fund Management website?
>
What happens to gifts received?
>
Legal and Policy Requirements
How do I know what policies I need to abide by?
>
Can donors select specific recipients or beneficiaries of their gift?
>
Can a donor receive a “thank you” gift after their donation? What if they get something of value (e.g., a lunch or t-shirt) as part of their donation?
>
Why can’t WFAA accept gifts made out to the UW or UW-Madison?
>