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UC San Diego York Society Stewardship

UC San Diego York Society Stewardship

Year: 2019
Award Level: Gold
Award Winner(s): University of California, San Diego
Award: Circle of Excellence
Category: Fundraising | Donor Relations & Stewardship Initiatives
See award winning stewardship
From the Nominator

During the last two years, the UC San Diego Office of Gift Planning, in partnership with the Office of Donor Experience and Engagement, has created a multi-faceted and comprehensive stewardship program for our York Society members — donors to the university who have included UC San Diego in their gift planning.

From the Judges

We were impressed with the comprehensive, mission-driven stewardship plan that UCSD created and implemented for its planned giving donors. Planned giving donors are an important audience, requiring sustained and creative stewardship, and UCSD’s plan was unique and varied. The calendar provides monthly touchpoints in the form of the cards, which are both attractive and interesting. Even if donors do not click through emails or attend events, they are receiving something new each time they change the calendar. Very compelling description from the entry: “These cards represent the revolutionary ideas, unexpected answers, lifesaving discoveries, and planet-changing impact of projects across the UC San Diego campus.” The event was a great opportunity to foster connections to UCSD and other York Society members, and its success is evident in the resulting large gifts (including an endowment). The reading list and book mark is our favorite part of the entry – especially the variety of titles that would appeal to readers with different interests.

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

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    Advancement Resource Catalog

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    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
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    • Today’s Opportunities
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    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
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    • Volunteer
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      • Educational Partners Directory
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Career Central

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

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    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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