Day 1: Philanthropic Values, Interests, and Issues meeting:
- Discussion of donor’s values and interests
- Description of UF CAIRES Smart Philanthropy Program
Day 7: Goals Framework submitted to donor for review
- After confirming Goals Framework, donor contributes 2/3 costs ($5500) of developing the Strategic Philanthropy Report, with UF CAIRES paying for 1/3 costs (in kind)
Day 21: Team Formation complete
- Donor given team member names, photos, experience and qualifications
- Team meetings scheduled; initial team member tasks assigned
Day 35: Team weekend retreat, schedules permitting, or on campus meeting
- Overview of scholarship, best practices and best practioners in identified goals arena
- Tasks identified for translating Goals Framework into Strategic Philanthropy Report
- Specific tasks assigned to team members
Day 49: Team members submit completed task assignments to UF CAIRES
Day 54: Synthesis Document submitted by UF CAIRES to team members
- CAIRES Director meets with donor (if available) to discuss Synthesis Document
Day 56: Second team meeting (on campus)
- Discussion of Synthesis Document and donor response (if available)
- Areas in need of further development
- Specific tasks assigned to team members
Day 66: Team members submit completed task assignments to UF CAIRES
Day 70: First draft of Strategic Philanthropy Report circulated to team
Day 77: Team member comments and revisions to Strategic Philanthropy Report due
Day 84: Second draft of Strategic Philanthropy Report circulated to team
Day 91: Team member comments and revisions to Strategic Philanthropy Report due
- Team members receive $650 honoraria with expectation that each has devoted a minimum of 12 hours towards report development
Day 100: Strategic Philanthropy Report provided to donor
- Strategic Philanthropy Report components include:
- State of the field: relevant scholarship, best practices and best practioners
- UF and beyond: philanthropic investment opportunites at UF (academic) and in local community/nation/world (practice)
- Leveraging investments: how to grow donor’s impact via matching funds and resources
- Scaling investments and impact: options and opportunities for narrowing and broadening scope of projects
- Prelimnary budget and time frames
- Meeting set up at donor’s convenience to discuss Project Implementation phase
Project Implementation: The Next 100 days
- UF Foundations works with donor to draft and sign Philanthopic Investment document
- UF CAIRES develops project implementation final budget
- Letters of commitment and support secured from all contributing faculty, university administrators, non-profit organizations and government agencies
- Strategic Philanthropy Project initiated
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