Resources

For any questions not answered in this guide, please contact Illinois Stewardship at stewardship@illinois.edu.

Introduction

• SDRTF Recommendations Report
• Illinois Advancement Stewardship Principles

Gift Proposals

• Impact Journey Template
• DMI Enrollment and Degrees Awarded Dashboards 
• DMI Student Enrollment Statistics 
• Enrollment Management
• Illini Success Annual Reports
• UIF Online: Gift Documentation
• FAQ: Restrictions on Fund Purpose

New Fund Creation

• UIF Online Gift Documentation
• Gift Documentation Requirement Grid
• Gift Documentation Process Workflow
• Gift Documentation iLEARN
• UIF Online Forms
• Funds iLEARN courses
• Office of Business & Financial Services
• UIF Endowment Levels
• Banner Program Codes & NACUBO Functions Overview
• CAM Policy APR-16 Naming Campus Facilities, Programs, Projects and Existing Units for Distinguished Individuals and Donors
• CAM Policy APR-06 Commemorative Plaques for Plantings, Objects, and Interior Spaces 

Gift Receipting & Acknowledgement

• OBFS Business and Financial Policies and Procedures: 11.3 Campus Processing of Gifts 11.3  
• Introduction to Gift Processing and the Cycle of a Gift iLEARN Training  
• EGAD – Enhanced Gift Acknowledgement Download Dashboard iLEARN Training 
• EGAD Data Dictionary 
• iLearn training: Bath-Upload Gift Acknowledgements in TED
• Sample Gift Receipt 
• Sample Gift Acknowledgement Email 
• Sample Gift Acknowledgement Letter 
• CAP Guide 
• Sample EGAD Step-by-Step Process 

Fund Management

• Glossary of Terms: Fund and Accounting
• Finding Fund and Accounting Information
• Purpose Search Designation Search Job Aid
• Endowment Levels

Closing Funds

• Email UIF Gift Administration at giftadministration@uif.uillinois.edu

Stewardship Committee

• Stewardship Committee Review Checklist

Impact Communication

• Examples of Impact Reports: SDR Roundtable Box Folder  
• StratCom Brand Guidelines 
• DMI Dashboards 
• Enrollment Management Reports & Data 
• Illini Success Annual Reports 
• Talent Release Forms 
• Impact Report Templates
  • Web Example
  • Print Example
  • To access and start using these templates in Adobe Express, email stewardship@illinois.edu and identify which templates you would like access to. Instructions will be shared with you based on the templates you request.
  • If you are interested in attending a training to learn how to use these templates and navigate Adobe Express, please email Danielle Runyon.

Stewardship Plans

• iLearn Training: Managing Stewardship Plans
• Questions about planned gift donors: Gift Planning and Trust Services: gpinfo@uif.uillinois.edu
• Questions about managing stewardship plans (including batch uploads): AIMS 217-300-3907 or aims@uif.uillinois.edu
• Questions about stewardship plan strategy: stewardship@illinois.edu

Events

• CVENT training 
• WebTools training 
• TED training
  • How to build events 
  • How to record attendance
• StratCom Events
• Illinois In A Box
• Alumni Relations Roundtable – contact Christy Moss at UIAA
• Special Events Executive Network (SEEN) Group – contact Laura Wilhelm-Barr at the Chancellor’s Office of Special Events
• If you have any questions about events – contact Audrey LeGrande at OVCIA