‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌   ‌
 
Click here to see this online
 
 
 

April 2021

 
 

UIF Advancement Insider

 
 

An inside update on services provided by the University of Illinois Foundation

 
   
 

SYSTEMS

 
   
 
none 
 
General Data Protection Regulation (GDPR)

The GDPR is a legal framework that sets requirements for the collection and processing of personal information from individuals who live in the European Economic Area (EEA).  GDPR ensures data rights of EEA citizens in that it limits data collection and use only for intended purposes, with data subjectsconsent.  GDPR includes "the right to be forgotten” (constituents can ask for their records to be minimized or deleted entirely, with safeguards to ensure data is not subsequently added to their records) and ensures that data about individuals cannot linger longer than is needed for specified legal purposes. Donors and other constituents may have residence(s) anywhere, including locations inside and outside the EEA.  The Foundation’s current practice is to exclude constituents with ANY active address (except “Relative”) in the EEA from almost ALL communications unless the individual has opted in to communications, or a specific exception is made by University Advancement and UIF Legal Counsel.

Roughly one year ago, the UIF requested an external audit to ensure proper procedures are in place to comply with GDPR.  In response, the Foundation has implemented the following compliance measures, detailed Here.

The UIF will continue to refine and to maintain data security and privacy measures to comply with the GDPR and other relevant state and federal regulations, as well as industry best practices.  Please direct any questions regarding GDPR to aims@uif.uillinois.edu.

 
   
 
 
 
System Updates

The Foundation is dedicated to making sure you have the best resources available for your advancement needs.  For this reason, we regularly update TED, UIF Online, OnBase, and BBIS.  The next scheduled updates are:  

Saturday, May 15th, 2021
Saturday, August 21st, 2021
October 2nd, 2021

During these updates the systems may not be available, but there will be a notification letting you know which systems will be affected and the timeframe.

 
   
 

DATA

 
   
 
 
 
Monthly Faculty Staff Data

April Faculty Staff data has been loaded into the University Appointments area under the Relationships tab in TED.  Monthly Faculty Staff data is pulled from Banner on the 10th and loaded into TED on the 3rd weekend of each month.

 
   
 

RESOURCES

 
   
 
 none
 
New Gift Planning and Trust Services Section of UIF Online

A new section has been added to UIF Online to combine all of the Office of Gift Planning and Trust Services (“GPTS”) content in one location. The series of pages covers each of the key areas within GPTS, including gift planning, gift documentation, estate documentation, estate gift administration, gift planning stewardship, and gift planning marketing. Each page includes an overview of the area, forms, donor resources, gift officer/unit resources, contact information, and other important information. The goal is for the section to be a “one-stop-shop” for everything GPTS! Visit https://online.uif.uillinois.edu/pages/gift-planning-stewardship to browse this newly aggregated content.

Questions? Please contact your gift planning liaison or UIF's Office of Gift Planning and Trust Services (217.244.0473 or gpinfo@uif.ullinois.edu) for more information.

 
   
 
 
 
TED Homepage

Check the TED Homepage every day!  It is constantly being updated with important dates and announcements.

TED Calendar - This shows you upcoming scheduled maintenance and important data updates that have occurred. 

News & Updates - This contains important announcements about TED, including any current issues, and other UIF system updates and information.  Be sure to subscribe to this to receive an email whenever something is posted.  To subscribe, click one of the posts and choose 'Subscribe' at the bottom.

 
   
 

Research & Portfolio Management (RPM)

 
   
 
NEW – Auto-fill Name/ID When Opening a Research Request


Now when you add a research request directly from a record, the constituent Lookup name/ID will auto-populate in the request!

From an individual or organization record, go to the “Prospects and Plans” tab > “Prospect Research History” subtab, as you usually would. Then click on “Add Research Request.”

 
 
 
 

When the research request box opens, the constituent’s name/ID is automatically populated!

 
 
 
 

Reminder: if you want to add multiple individuals or organizations to a research request, you can still do so by adding a research request from the Prospects Page in TED:

 
 
 
   
 

LEARNING AND DEVELOPMENT

 
   
 
 
 
New & Updated Courses Available

Event Administration in TED – New Course

Whether in-person or virtual, events are vital to our fundraising efforts. Event functionality in TED can help you manage Advancement events and provide a centralized location to track engagement of our donors, alumni, and friends.

In this course you will learn how to set up single and multi-level events, configure event options and settings, and run event reports in TED.

Advancement event planners and coordinators will benefit from this course. Estimated completion time: 20 minutes. Enroll here

 
   
 
More than 40 TED Tutorials Now Available in iLearn

View the complete inventory of tutorials available in iLearn here.

 
   
 
 
 
Upcoming Live-Training Sessions

Pipeline-opoly

In partnership with the U of I Universities, UIF staff will lead a panel discussion around various Prospect Management concepts.

We recommend all fundraisers and their staff take this course after completing the “Updating Prospect & Plan Records in TED” or “Reading Prospect Records in TED” curriculum. In order to enroll in this ILC you must enroll in one of those curricula. We recommend the first to fundraisers, and the second to those who will be using prospect records less often.

Instructor: Shannon Sweeney, Training Specialist              

Dates offered:  

  • April 22, 1:30-3:30 – Online Webinar
  • May 19, 9:30-11:30 – Online Webinar
  • June 10, 1:30-3:30 – Online Webinar

 

 
 

Financial and Tax Essentials for Fundraisers

Virtually every charitable gift is made as a result of a unique mix of donor-specific motivators. While tax incentives are just the cherry on top of the charitable giving sundae, they're still a secondary motivator you should keep in mind as an advancement professional. This course is recommended for all frontline fundraisers (including leadership annual giving officers, major gift officers, unit advancement leads, and advancement executives) and other advancement stakeholders looking to boost their knowledge of how the U.S. tax structure impacts philanthropic decisions. After completing it, you will be better able to:

  • Understand the decision-making factors underlying charitable giving.
  • Integrate the impact of ordinary income tax, capital gains tax, gift tax and the alternative minimum tax into your work.
  • Hold discussions with suitable prospects regarding gift bunching as a tax-wise giving solution.

Instructor: Jason Shuba, Director of Gift Planning

Dates offered:

  • April 27, 11:00-11:45 – Online Webinar

 
 

Gift Documentation 201

Following the Gift Documentation online curriculum, this course allows you to ask questions and present hypotheticals to better understand some of the hot topics related to gift documentation. This course is recommended for advancement stakeholders who have completed the “Gift Documentation” online curriculum. After completing it, you will be better able to apply the lessons from Gift Documentation online course to real gift scenarios.

Instructor: Jenny Carroll, Senior Director of Gift Planning

EJ Chung, Manager of Gift Documentation

Dates offered:

  • April 29, 10:00-11:15 – Online Webinar

 
 

Using Gift Planning to Meet our Donors’ Needs 201

The 101 curriculum helped you to understand the benefits, mechanics, and limitations of specific non-cash giving vehicles, but these options don’t always exist independently – they can also blend and stretch as donor needs become more complex. Using a case-study approach, this course will help you better be able to:

  • Apply the lessons from the 101 course.
  • Integrate blended gift planning strategies in your daily work to achieve more effective fundraising success. 

Instructor: Justin Seno, Director of Gift Planning

Jason Shuba, Director of Gift Planning

Dates offered:

  • May 4, 10:00-11:15 – Online Webinar

 
 

A Gift Officer’s Guide to Discussing and Booking Estate Gifts

This course will help you make the most of UIF's Office of Gift Planning and Trust Services' "Estate Gift Documentation Suite" during your donor interactions regarding revocable deferred ("estate") gifts. (Please note this ILC is a virtual re-offering of the same instructor-led offered multiple times through 2019.) his course is recommended for all frontline fundraisers (including leadership annual giving officers, major gift officers, unit advancement leads, and advancement executives) as well as stewardship officers. After completing it, you will better be able to:

  • Work more effectively and efficiently during donor interactions involving estate gifts.
  • Collect, complete, and submit the verification documentation needed to book an estate gift.
  • Identify non-bookable estate gifts and initiate the process to track them in TED.

Instructor: Jason Shuba, Director of Gift Planning

Dates offered:

  • May 13, 9:00-10:15 – Online Webinar

 
 

Endowment Administration

This session provides a detailed overview of the UI and UIF endowment policies and fundamental administration of endowment gift funds.

We recommend that development/advancement officers, support staff, administrative assistants, business managers, or any other person involved in the solicitation or administration of endowments take this course.

We recommend taking the “Endowment Basics” course on iLearn prior to attending this session.

Instructor: Christy Devocelle, Senior Vice President for Financial & Administrative Operations/CFO & University of Illinois Foundation Board Treasurer

Dates offered:

  • May 13, 1:00-3:00 – Online Webinar

 
 

Principles and Practices of Gift Acceptance

This course will provide guidance on the accepted forms of gifts and nuances for accepting each type.

We recommend this course to support staff, administrative assistants, business managers, development/advancement officers, or any other person who would solicit, process, or receive a gift.

Instructor: Christy Devocelle, Senior Vice President for Financial & Administrative Operations/CFO & University of Illinois Foundation Board Treasurer        

Dates offered:

  • May 25, 10:00-12:00 – Online Webinar
 
 
We Want Your Feedback!

If you have comments about any of the courses that you have taken, suggestions for things that we can train on in the future, or topics that you wish had more content available please let us know! We would love to hear any feedback that you have at learn@uif.uillinois.edu.

 
   
 

Please feel free to email aims@uif.uillinois.edu for any feedback or content that you would like to see in future editions!

Future Dates for the Advancement Insider (on or around):

  • May 17, 2021
  • June 21, 2021
  • July 19, 2021