Donor Services Manual FY26

YEARS OF

Bold DEPARTMENT OF DONOR SERVICES

OVERVIEW

FISCAL YEAR 2026

TABLE OF CONTENTS 3 / DONOR SERVICES Overview 4 / STRATEGIC PLAN FY27 Goals 5 / DONOR RELATIONS AND STEWARDSHIP Donor Relations by the Numbers Overview 8 / ACKNOWLEDGMENTS AND REPORTING Acknowledgment Process Reporting Endowment/Impact Reports 13 / STEWARDSHIP Thoughtful Gifts Presidential-Level Stewardship ThankView 19 / RECOGNITION Recognition Societies President’s Circle Loyalty Herd First-Time-Donor Program Milestone and Memoriam Program Special Recognition 29 / ENGAGEMENT Partnership Events Grateful Bulls Day Meaningful Communications Hospitality and Athletic Events Advancement Staff Support Special Team Recognition 34 / FOUNDATION SCHOLARSHIP OFFICE Scholarship Highlights Overview Celebrating Scholarship Donors Grab & Go Stewardship 40 / DONOR EVENTS Overview Donor Event Classification Guidelines 47

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STEWARDSHIP MATRIX

49

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ACKNOWLEDGMENT MATRIX

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Department of Donor Services

DONOR SERVICES OVERVIEW The mission of the Department of Donor Services is to sustain and nurture the university’s lifelong relationship with its invaluable donors, while providing accurate and timely information pertaining to the investment, use and impact of gifts.

Our values are evident through the following:

Our staff is guided by the following principles:

• Our team believes in the mission of our department, the University of South Florida and the USF Foundation.

• We honor, thank and celebrate our donors.

• Our team exemplifies responsibility and accountability through our attitudes and work product. Each team member operates with a high level of quality and integrity, and is focused on and committed to achieving individual, Foundation and university goals.

• Our team is committed to exemplary service.

We strive to create positive, productive and respectful interactions among our staff, donors and the USF community in a timely manner.

• Our team is characterized by our individual and collective professionalism. We hold ourselves accountable and all of our work products and interactions will be facilitated through honesty, trust and ethical practices.

• Our team will continually strive for excellence.

We aim to exceed the standards of our profession.

We actively seek opportunities to learn and grow by integrating trusted practices and innovative ideas to improve the standard of service to others.

• We seek to positively influence donor retention and donor giving by building, strengthening and maintaining lasting relationships with past, present and future donors through effective stewardship and communications.

• We are committed to being a staff that exudes a service-oriented and donor-focused mindset and work product by developing and growing meaningful, consistent and timely acknowledgment, recognition and engagement programs.

• We strive to ensure donor intentions are documented and carried out accordingly.

• We collaborate with university stakeholders to execute effective donor stewardship by serving as the central resource for all donor services activities.

• We pledge to continually strengthen our programs and serve as a beacon of best practices for other institutions to emulate.

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STRATEGIC PLAN FY27 GOALS Donor Services Offices of Donor Relations and Stewardship, Foundation Scholarships and Donor Events create meaningful connections with those who have chosen to invest philanthropically with USF, guided by the following priorities: • Deliver a Unified, Donor-Centered Experience: Continue strengthening the integration of Donor Relations & Stewardship, Foundation Scholarships, and Foundation Events to ensure donors experience a seamless, meaningful journey throughout the life cycle of their philanthropy. Focus on creating personalized engagements, demonstrating impact and fostering lifelong connections to USF. • Advance Stewardship Excellence Through Innovation and Strategic Engagement: Enhance stewardship, recognition, scholarship impact reporting and event experiences by leveraging data, technology and best practices to create meaningful and measurable donor engagement opportunities, particularly for leadership, principal-gift and loyalty donors.

• Strengthen Operational Effectiveness and Service Standards: Maintain a culture of responsiveness, accountability and continuous improvement by streamlining processes, documenting best practices, leveraging technology solutions and ensuring timely, high-quality service to donors, students, campus partners and Advancement colleagues.

• Foster a High-Performing and Engaged Donor Services Team: Invest in professional development, leadership growth, succession planning and cross-functional learning opportunities while continuing to promote an inclusive, collaborative and supportive team culture that values both excellence and employee well-being.

• Strengthen Strategic Partnerships Across Advancement and the University: Enhance collaboration with development officers, Advancement Communications & Marketing, university leadership, colleges and campus partners to align priorities, increase transparency and maximize donor impact through coordinated stewardship, scholarship administration and event strategies.

Donor Services Team. Top row: Patricia Kerney, Taylor Wey, Carly Plate, Michaela Elliott, Ally Rost, Brandi Spencer, Lanie Dailey, Amanda Phillips, Yasmine Cabrera. Front row: Beth Pierce, Marie McEntee, Holly Johnson, Kristi Laribee, Kelly Busch, Emily Limbach, Dominika McLean, Allie Hoffman, Beth Corbin, Kathryn Swisher, and Hayley Garron. Not pictured: Marie Mahovetz, Olivia Brink.

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Department of Donor Services

DONOR SERVICES

Amanda Phillips

Beth Corbin

Assistant Vice President 813-974-0887 aphillips@usf.edu

Advancement Administrator 813-974-2035 bcorbin@usf.edu donorrelations@usf.edu

Strategic Leadership and Management

Administrative Support, Milestone Recognition, Tribute Acknowledgments, Special Gifts and U-Store Management

DONOR RELATIONS AND STEWARDSHIP https://giving.usf. edu/application/ https://giving.usf. edu/application/

Carly Plate

Dominika McLean

Michaela Elliott

Allie Hoffman

Director 813-974-8059 cplate@usf.edu

Assistant Director 813-974-5369 dominikamclean@usf.edu

Stewardship Officer 813-396-0262 michaelacheek@usf.edu

Stewardship Officer 813-905-1007 alliehoffman@usf.edu

Donor Recognition Program, Strategic Stewardship and Engagement Initiatives, ThankView, Premier Special Events and Recognition, USF Football and Benchmark International Arena Suite Hospitality

Pledge Reminders, Advancement Stewardship Meetings, University Partnership Events, ThankView, Grateful Bulls Day, High-Level Donor Stewardship

Donor Recognition Program Support, ENGAGE e-Newsletters, Suite Hospitality Assistance, Creative Content

University Acknowledgments, Endowment Reports, Creative Content

Department of Donor Services

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FY26

DONOR RELATIONS

BY THE NUMBERS WHAT WE DO At USF, your generosity fuels student success, drives innovation and strengthens our entire community. Our gratitude is designed to celebrate your partnership and ensure you feel the difference you're making. Because of you, change happens.

ENDOWMENT REPORTS

1,134 unique reports were created for donors and fund stakeholders in FY25

PLEDGE REMINDERS

$9,232,634.25 pledge payments made 606 digital pledge reminders sent 74% engagement

CELEBRATING OUR DONORS

2,165 President’s Circle Members Annual giving of $1,500+

3,077 Recognition Societies Members Cumulative giving of $100,000+

21,090 Loyalty Herd Members

Consecutive giving for 3+ fiscal years

904 Legacy Society Members first gift 9,444 Planned and estate giving

donors who made their

*48.67% increase from FY25

*Donors may be a member of multiple USF recognition programs

ACKNOWLEDGMENTS

RETENTION RATE

The USF Foundation recognizes gifts or pledges of $5,000+ through customized acknowledgments from the senior vice president and CEO. Gifts or pledges of $250,000+ and bequest expectancies receive presidential acknowledgments.

68.10%

50

President-level acknowledgments sent by mail

628

VP-level acknowledgments sent by mail

334

VP-level acknowledgments sent digitally

of overall donors retained

SPECIAL RECOGNITION THE RESPONSIVE LAB Featured on the Responsive Lab Podcast

by Virtuous for Loyalty Herd Program

*Industry average is 30-45%

56.15% of President’s Circle members retained Increase from FY25 (55.50%)

34.39% of first-time donors retained

Increase from FY25 (32.93%) *Industry average is 18%

Listen here!

USF OUTSTANDING STAFF AWARD Members of the Donor Relations and Stewardship team were selected as recipients of the 2025 Outstanding Staff Award (OSA) for their work on the Bellini College of Artificial Intelligence, Cybersecurity and Computing gift announcement and naming event.

Learn more about USF Donor Relations and Stewardship: giving.usf.edu/about/our-team/donor-relations-stewardship

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Department of Donor Services

OVERVIEW Our goal is to nurture, engage and recognize donors across the university throughout their philanthropic journey, from their first gift to a lasting legacy. Through meaningful programs, appreciation events, personalized communications and strategic recognition opportunities, we foster lifelong relationships that deepen donor engagement over time. Donor-focused stewardship is accomplished through timely and appropriate gift acknowledgment, impact reporting, recognition and expressions of gratitude that demonstrate the value of each donor’s investment in USF. By maintaining consistent and meaningful contact with donors and prospective supporters, this office aids fundraising efforts that result in lifelong relationships with donors and instills in them the trust that their gifts and investments are supporting USF’s success.

*Source: DRG Group

Department of Donor Services

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ACKNOWLEDGMENTS AND REPORTING ACKNOWLEDGMENT PROCESS All donors to USF receive a digital tax receipt for their contribution. In addition, the Foundation shares messages of gratitude with donors who make gifts, pledges or pledge fulfillments of $5,000 or more through customized acknowledgments. Stewardship officers are responsible for drafting these communications, which are signed by the senior vice president and CEO of the Foundation. Gifts of $5,000-$14,999 receive a digital acknowledgment, while gifts of $15,000 or more receive a hand-signed letter. Development officers have the opportunity to review acknowledgments for further personalization.

Gifts of $250,000 and above are prioritized for timely and personalized recognition through a letter signed by the university president. All president-level acknowledgments are reviewed by the appropriate development officer and the USF Advancement Communications and Marketing team to ensure thoughtful customization and editing. In addition, the Foundation prepares customized acknowledgments for planned and estate gifts, IRA charitable distributions and other special handling situations regardless of gift amount.

Digital Acknowledgment Sample

Sr. VP/CEO of Foundation-level Acknowledgment Sample

President-level Acknowledgment Sample

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REPORTING The donor impact e-newsletter Inspire is emailed to all donors within our Recognition Societies ($100,000+) and Legacy Society (planned gifts at any dollar amount) as well as all President’s Circle ($1,500-$99,999) donors.

This communication is curated, produced and sent by the Advancement Communications and Marketing team on a quarterly basis.

Department of Donor Services

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Framing of Featured Stories and Commemorative Articles: Featured donor stories published in USF magazine, Inspire and on the Foundation giving website can be custom framed and gifted by the donor’s respective relationship manager each year. The Office of Donor Relations and Stewardship manages this process, from formatting to printing and framing. When complete, the framed articles are tied with a bow and made available for pickup by the respective area. In FY26, Donor Relations and Stewardship framed five donor articles that were presented to donors.

Ruben Ledesma, Jr. Motorsport Center Naming

ENDOWMENT/IMPACT REPORTS The endowment reporting process is a cornerstone of donor engagement and accountability at the USF Foundation. Endowment reports provide a meaningful opportunity to demonstrate how philanthropic investments are advancing the university’s mission while highlighting the responsible management of endowed funds. Through personalized reporting, donors gain a clearer understanding of the impact their generosity has on students, faculty, programs, research and the broader USF community.

• In FY25, the Foundation’s sixth year of electronic endowment reporting: • 1,134 unique reports were created for donors and fund stakeholders • Reports achieved a 39% open rate • Customized content continued to enhance the donor experience • Our team partners with campus and foundation internal contacts to gather fund-specific impact information and stewardship content.

• The reporting process begins each spring with outreach to fund contacts and content collection following fiscal year-end, with reports distributed to donors in the fall.

• Customized quarterly reports are sent to key stakeholders upon request.

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Department 11 of Donor Services

OVERVIEW

Department of Donor Services 30

Department 29 of Donor Services

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Endowment Report Sample

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Department of Donor Services

STEWARDSHIP THOUGHTFUL GIFTS University and Foundation Leadership Exclusive High-Level Gift Items The Office of Donor Relations and Stewardship sources exclusive, high-level gift items to be given to top donors, major gift prospects and key stakeholders at the discretion of the university president and senior vice president. These items are often custom-made and are purchased in lower quantities as they are gifted on a limited basis.

Recognition Societies Stewardship Stewardship Gift of Gratitude The Office of Donor Relations and Stewardship created a custom gratitude themed puzzle featuring USF students at Grateful Bulls Day. The puzzle was shared in the Thanksgiving edition of ENGAGE and mailed to members of the Recognition Societies as a meaningful token of appreciation.

VIP and Custom Gift Request Form Custom VIP Donor Gifts Throughout the year, the Office of Donor Relations and Stewardship manages requests for custom gifts intended for identified donors and prospects. We work together in collaboration with our colleagues to source and create unique and meaningful gifts as part of a donor’s individualized stewardship plan.

The Development officers are asked to complete the High-Level Donor Gift Request Form, providing as much detail as possible related to the donor as well as the gift they have in mind. The Office of Donor Relations and Stewardship monitors form submissions and then works alongside the requesting area to suggest unique mementos. Once a gift is selected, Donor Relations will share the source/vendor of the item so the requester may move forward with purchasing the special gift.

we we are are grateful grateful Gratitude Puzzle mailed to Recognition Societies members

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Resources for Advancement Staff U-Store The U-Store provides our internal constituents in University Advancement with access to meaningful USF-branded mementos for donors and prospects, as well as special giveaway items for events. The Donor Relations and Stewardship team maintains the U-Store inventory and website. New items are added to keep the inventory fresh and creative. A quarterly digital catalogue is shared within the division, so colleagues can see available inventory.

The U-Store has items in these categories: $5 and under We often have a large supply of small items that are readily available and can be delivered quickly for last-minute needs.

Stationery Essentials We source holiday and thank you cards, as well as pens and notepads.

Raffle Baskets Given advance notice, we can furnish items for raffle baskets.

Premium Gifts The U-Store generally has fewer higher-end items.

These are often more customized for a specific event or strategic purpose.

Giveaways Colleagues across Advancement are encouraged to fill out the Custom Giveaway Request Form to source unique, USF-branded items for their school, college or units. Once the form is submitted, the Office of Donor Relations and Stewardship makes recommendations and connects with a preferred vendor who can supply the items.

Custom Giveaway Basket

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Department of Donor Services

PRESIDENTIAL-LEVEL STEWARDSHIP Holiday Cards In December, the university president and Foundation CEO send custom holiday cards to a select group of major donors, university leadership, members of the USF Board of Trustees and the Foundation Board, government officials and key stakeholders. A version of the university president’s holiday card is also shared electronically with all President’s Circle donors ($1,500-$99,999).

In FY26, 1,653 special holiday communications from Sr. VP/Foundation CEO Jay Stroman and 1,645 from former USF president Rhea Law were sent to donors and friends. Additionally, 1,335 President Circle donors received a special holiday email from former USF president Rhea Law.

Holiday card featuring greetings from Sr. VP/Foundation CEO Jay Stroman

Holiday card featuring greetings from former USF president Rhea Law

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Major Gift Announcements and Namings For gifts of $1 million or more, with the donor’s consent, an enhanced level of recognition may include a gift announcement or unveiling of a naming event. The Offices of Donor Relations and Stewardship and Donor Events serve as the central coordinators for all gift announcement events throughout the university. Collaborating with the benefitting units and the Office of the President, we ensure the highest standards of the university and the Foundation are being met, that all stakeholders are represented and the donor feels honored and celebrated.

Considerations include location, seating, staging, audio-visual needs, corresponding private luncheon, catering, decor, etc. Should a donor gift be deemed appropriate by the Office of the President and/or Foundation leadership, gift considerations are to be presented for final approval to the Office of Donor Relations and Stewardship. This maintains historical continuity and ensures the gift meets presidential standards. A protocol document is shared with the planning committee in advance to ensure efficiency and clarity of roles and responsibilities.

Ledesma Family — Ruben Ledesma, Jr. Motorsport Center Naming Event

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Department of Donor Services

Confidential Event Briefings Official briefing documents are created by the Office of Donor Relations and Stewardship and distributed to the President’s Office and the office of the senior vice president in advance of each presidential-level or Foundation event they are attending. Briefing documents will outline event details, speaking program, catering menu and the role of the president (or university/Foundation leadership). The briefing will also include guest biographical information, capacity rating and photo/headshot, when available. Additional recipients of the briefing are added at the discretion of the senior vice president.

THANKVIEW In FY21, the USF Foundation began utilizing ThankView, a personalized electronic stewardship platform managed by the Office of Donor Relations and Stewardship to offer USF entities a way to engage with our donors and prospects through meaningful and timely communications. With ThankView, colleges, campuses and units can raise awareness, promote events, update supporters and thank those who matter most. Similar to handwritten cards sent after a birthday party, fundraiser or just a general note to say thanks, ThankView allows our teams to address their recipients individually or in groups while using specialized video recorded messages.

The Office of Donor Relations and Stewardship internally utilizes ThankView to share grateful messages from scholarship recipients, digital pledge reminders and birthday communications to society-level donors of $100,000+.

USF ThankView FY26 (171 Campaigns Sent) 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0

7,812

4,758 2,581

Constituents Reached

Total Opened

Total Views

7

100

55

Shares

Downloads

Replies

USF ThankView Metrics FY26 90.00%

80.80%

80.00% 70.00% 60.00%

60.90%

50.00% 40.00% 30.00%

21.90%

20.00% 10.00% 0.00% Total Open Rate (Industry average: 35.63%)

Total Clicked (Industry average: 2.62%)

Average Views

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ThankView Stewardship Samples

Student thank-you video to donors who contributed to the Judy Genshaft Honors College building on the third anniversay of its opening

Personalized birthday video performed by USF’s own a cappella group - Tones of Gold

ThankView Pledge Reminders The Office of Donor Relations and Stewardship implemented a digital pledge reminder program in 2023 that enhances the donor experience through electronic communication sent via ThankView and expedites pledge payments made toward current open pledges. This process is two-part: a personalized pledge reminder with a direct link to the pledge payment website followed by a thank-you video message from a student. In FY26, all pledge reminders transitioned to fully digital. Current pledge reminders are sent monthly and overdue pledge reminders are sent quarterly.

Digital pledge reminder sample

Pledge payment thank-you sample featuring a USF student

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Department of Donor Services

RECOGNITION RECOGNITION SOCIETIES (CUMULATIVE GIVING) Members of USF’s esteemed University Recognition Societies are among our most valued philanthropic partners, providing leadership-level support to any program on the Tampa or St. Petersburg campuses.

The cumulative generosity of donors at each of these levels clears the path for the university to excel in education, research and community service.

Gibbons Society ($50,000,000 - $74,999,999) As chairman of the House Education and Higher Education Appropriations Committees, Sam Gibbons championed the 1955 report that recommended the addition of three new universities located in major urban Florida epicenters. Congressman Gibbons drafted the 80-word bill that would establish USF as a state university in Hillsborough County, labeling him as the “Father of USF.” The generosity of this elite group of benefactors transforms the University of South Florida, allowing it to achieve global excellence.

1956 Society ($20,000,000 - $49,999,999) In 1956, the University of South Florida became a reality founded on the support of a special group of legislators and friends. Named after this landmark year, these generous philanthropists bring focus to the vision of establishing USF as a premier research university and to ensuring that every student receives an exceptional, world-class education.

Collins Society ($5,000,000 - $19,999,999) The distinguished members of the Collins Society embody the spirit and leadership qualities of former governor, T. LeRoy Collins who, in 1955, gave the authority to build a bold, new university in Tampa.

These donors lead by example through their generosity and set a standard for excellence that guides USF as a nationally-regarded university.

Allen Society ($100,000 - $4,999,999) The University of South Florida’s founding president and first lady, John and Grace Allen, helped to build USF from a few classrooms in a single building to the top-tier preeminent university that we know today. The realization of the vision for USF, set forth by the Allens, continues to be made possible by the generosity of alumni and friends who share the same vision for the advancement of the university.

Legacy Society (Planned gifts of any amount) Legacy Society members are committed to supporting the mission and vision of the University of South Florida through their estates and other planned gifts at any dollar amount. Membership in the Legacy Society is a statement of our donors’ long-term commitment to the university and is their permanent link to future generations at USF.

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Qualifying Gifts • Recognition status within any of the societies listed is achieved for individuals who have made cumulative charitable contributions of $100,000+ or planned gifts to USF. • USF Recognition Societies membership is based on cash gifts and pledge payments only. Commitments and open pledge balances, outside of planned gifts, do not qualify.

• Gifts that benefit WUSF, USF Botanical Gardens, USF Athletics and the USF Alumni Association are counted toward qualifying recognition, minus the amount of any goods or services received.

• Corporations and foundations receive recognition status when they reach a cumulative giving threshold of $1 million or more.

Membership welcome letter

Membership Welcome Welcome packets are sent on a monthly basis to those whose giving has reached the Recognition Society level ($100K+). Exclusive courtesies, including a birthday video, event invitations and opportunities to connect, are extended to donors throughout the year via mail and email.

Membership welcome packet

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PRESIDENT’S CIRCLE (ANNUAL GIVING) USF’s President’s Circle recognizes alumni, faculty, staff, parents and friends of our great university who make annual contributions within a fiscal year to any USF program at $1,500 or more.

Qualifying Gifts • Recognition status in President’s Circle is achieved for individuals who make an outright gift or cumulative charitable contributions totaling $1,500 or more throughout the fiscal year (July 1-June 30).

• President’s Circle membership is based on cash gifts and pledge payments. Commitments and open pledge balances do not qualify.

• Gifts that benefit WUSF, USF Botanical Gardens, USF Athletics and the USF Alumni Association are counted toward qualifying President’s Circle recognition, minus the amount of any goods or services received.

• Corporations and foundations are included in our recognition societies when they reach a cumulative giving threshold of $1 million or more.

• Once outright gifts or cumulative giving has reached $100,000 or more, donors will be celebrated in our recognition societies as well.

Membership welcome email

Membership Welcome Welcome emails are sent on a quarterly basis to those whose giving has reached the President’s Circle level. Exclusive courtesies, including event invitations and opportunities to connect, are extended to donors throughout the year via email.

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LOYALTY HERD (CONSECUTIVE GIVING) Our donors’ ongoing annual support touches every corner of our university and strengthens the foundation upon which excellence is built. In recognition of this vital commitment, the Office of Donor Relations and Stewardship celebrates loyal donors who have given consecutively for three or more years. Cash gifts of any dollar amount to any area of the university are counted toward Loyalty Herd membership. Consecutive years of giving are counted by fiscal year, July 1 to June 30. Here at USF, we are dedicated to the Herd!

Membership welcome email for USF Loyalty Herd donors.

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Department of Donor Services

General Milestone Touchpoints Milestone touchpoints are sent electronically and/or mailed on an annual basis. Each group receives special touchpoints unique to their consecutive giving milestone level.

3 Years – Welcome Packet with Decal

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Annual Impact Email An impact email is sent to all Loyalty Herd members on an annual basis, no matter the level of their consecutive giving years.

FY26 Loyalty Herd Impact Email

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FIRST-TIME-DONOR PROGRAM The University of South Florida’s firsttime donor (FTD) program welcomes new members into our donor community with four acknowledgments in their first year, recognizing individuals across giving levels beginning at $1. These touchpoints build connection and highlight the impact of every contribution, no matter the amount.

First-Time Donor Program 9,444

10,000 9,000 8,000

7,250

7,000 6,000 4,519

5,000 4,000 2,708

3,000

After the one-year anniversary of a donor’s first-time gift, renewal/solicitation efforts will be managed by the Office of Annual Giving or specific colleges/units for programs to which the donor has given.

Populations excluded: In Memory Of and In Honor Of (IMO/IHO) gifts, WUSF, Botanical Gardens Memberships and Bulls Club Priority Seating.

5,136

2,000 1,000 0 FY22

FY23*

FY24

FY25

FY26

*FY23 efforts were impacted by the transition to a new CRM donor database. The FY23 touches for the program were limited to two — the first touch (welcome postcard) as well as the fourth touch (anniversary card). The second and third touchpoints resumed in late FY23.

1st Acknowledgment (1st month) The postcard/email received depends on the chosen gift designation: • “Welcome to the USF Health Family” postcard for USF Health-specific gifts • Email from USF Athletics for athletic-specific gifts • “Welcome to the USF Family” postcard for all other giving

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2nd Acknowledgment (3-6 months) An impact-focused email sent to all donors that highlight areas of giving across the USF community.

Office of Donor Relations & Stewardship University of South Florida 4202 E. Fowler Ave., ALC 100 Tampa, FL 33620

Open for a special message from a GRATEFUL Bull!

3rd Acknowledgment (6-9 months) During the office of Donor Relations and Stewardship’s annual Grateful Bulls Day, handwritten student gratitude notes are collected and sent out as part of the FTD program. The student letter a donor receives depends on the chosen gift designation.

4th Acknowledgment (12 months) On the anniversary of a donor’s first gift, a commemorative card is sent celebrating their meaningful impact across the USF community, including a set of complimentary tech tags as a token of appreciation.

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MILESTONE AND MEMORIAM PROGRAM An acknowledgment of support during times of illness, bereavement or a significant life event recognizes and strengthens the bond between the university and our donors.

The Office of the President and the USF Foundation have designated the Department of Donor Services as the central point of coordination for acknowledging milestone or significant events in the lives of our donors and friends of USF. The Foundation makes efforts to acknowledge select milestone events for transformational donors as appropriate and at the request of leadership and/or a development officer. When making decisions about this stewardship touch, we take into consideration the request of the university president and senior vice president for University Advancement, budgetary and staff limitations, relationships to the university and stewardship status of the donor. In cases where the donor does not meet the $1 million+ level, we work closely with the development office to determine whether an official acknowledgment should be sent on behalf of the President and the Foundation.

Milestone and Memoriam Program FY26 80

72

70 60 50 40 30 20

16

11

10

2

2

2

0 Birthday

Anniversary

Sympathy

Memorial and Honorary Gift Notification All memorial and honorary gifts (IMO/IHO) receive a special acknowledgment by Donors Services.

Notification letters are sent to the honoree or family members of the deceased signed by AVP of Donor Services.

Get Well

Stewardship

Other (New Baby)

In Memory Of/In Honor Of FY26 600

552

500 400 300 200 100 0 Letters

*These counts reflect the number of letters sent in FY26.

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SPECIAL RECOGNITION $1M+ Donors Once a donor crosses the $1M+ Recognition Societies level threshold, the Office of Donor Relations and Stewardship and Foundation leadership team determines an appropriate strategy to foster and deepen our relationship with them. At this level, we may develop individualized stewardship plans to help guide acknowledgment and recognition efforts in the most meaningful way for each donor’s particular preferences. Donors at this level are also considered for the Milestone and Memoriam Program.

Planned Giving Donors The Office of Donor Relations and Stewardship works in concert with the Office of Gift Planning to ensure our Legacy Society members are receiving a specialized level of stewardship for the nature of their philanthropic support (planned and estate gifts). It is crucial that we show our appreciation for these donors as they may not see firsthand the impact of their giving.

In addition to their eligible Recognition Societies incentives and communications from the Office of Donor Relations and Stewardship, Legacy Society donors may receive the following in honor of their generosity: • Personalized holiday greetings from the Office of Gift Planning • Custom lapel pins showcasing their status given by a member of the Gift Planning team once donors have received their Recognition Society membership welcome packet in the mai. This effort is coordinated by a member of the Donor Relations and Stewardship team to ensure both touchpoints happen in a timely manner • Where budget and strategic planning allows, an annual gratitude event exclusive to Legacy Society members may be held • Gift Planning newsletter sent in the spring and fall through Stelter. About 5,000 print copies are mailed, followed by an electronic version, which is sent a week later to donors and prospects.

Legacy Society lapel pin sent to new members.

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ENGAGEMENT PARTNERSHIP EVENTS Through recognition programming initiatives, the Office of Donor Relations and Stewardship has created and maintained meaningful partnerships throughout USF that allow donors to explore other areas and events that they may not be familiar with, while also providing other campus entities the opportunity to get to know these esteemed benefactors. Strategic partnerships provide a unique opportunity for donors to interact with current USF students who benefit from their philanthropic support.

We collaborate with organizers of events on campus and work with them to promote the event and create an element of exclusivity for members of our Recognition Societies. Our involvement with each event is determined on a case-by-case basis. In some instances, we’ve offered reserved seating at lectures, private VIP receptions or we’ve simply notified donors of the opportunity.

Past partnership events have included special musical or theatrical performances by College of Design, Art & Performance scholars, and opportunities to meet keynote speakers with University Lecture Series and College of Arts and Sciences Frontier Forum.

GRATEFUL BULLS DAY Grateful Bulls Day is an annual Foundation initiative held on both USF campuses designed to engage students in expressing gratitude to our philanthropic donors. The primary goal of this event is to collect thank you cards, photos and video content used for stewardship purposes throughout the year. Grateful Bulls Day allows us not only collect this thoughtful content, but also to educate students about the importance of philanthropic support, with hopes to inspire their future giving back to the university.

Students enjoy music, snacks, giveaways and special guests. In FY26, Donor Relations and Stewardship, in collaboration with ACM, rebranded and elevated the entire event, resulting in a record-breaking year, engaging nearly 1,000 students and resulting in collecting over 2,500 gratitude cards.

Department 25 of Donor Services

Department of Donor Services 30

MEANINGFUL COMMUNICATIONS It is our continued goal to foster and deepen relationships with President’s Circle and Recognition Society members and keep them connected through meaningful and informative communications. This special group of givers receives the USF magazine, Inspire e-newsletter and communications regarding changes within leadership and press releases of transformational gift announcements on behalf of the USF Foundation.

Engage E-Newsletter This biannual e-newsletter is designed to connect donors to the university and create a greater sense of community within the President’s Circle and Recognition Societies. These communications typically include, but are not limited to: • A message of gratitude from the Donor Relations and Stewardship team • Stories of impactful giving and inspiration from peers • Student testimonials • Upcoming event information and save-the-dates • Noteworthy university-wide information • Donor feedback surveys In FY26, 764 Recognition Societies and 1,395 President’s Circle members received four newsletters in fall and winter of 2025 and spring and summer of 2026.

Recognition Societies ENGAGE e-newsletter

President’s Circle ENGAGE e-newsletter

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Department of Donor Services 31

Summer – ENGAGE e-newsletter

Department of Donor Services 18

Thanksgiving – ENGAGE e-newsletter featuring a custom gratitude puzzle

1:1 Stewardship Communications 1:1 stewardship communications are sent sporadically via ThankView to surprise and delight VIP donors.

These tailored interactions are designed to express gratitude and strengthen relationships by creating memorable, impactful moments that highlight the importance of donors’ ongoing support.

Personalized birthday ThankView video sent to former USF president Betty Castor, from USF College of Education

Department 19 of Donor Services

Department of Donor Services 32

HOSPITALITY AND ATHLETIC EVENTS To help achieve our goal of building and strenghtening relationships with current donors and rated prospects, we provide cultivation and stewardship opportunities in partnership with our leadership and fundraising teams at sporting events. Opportunities available to development officers may include hosting guests in a suite for Tampa Bay Lightning hockey games and concerts at Benchmark International Arena as well as USF athletic events.

We strive to provide a high level of customer service to our donors and prospects and ensure guest satisfaction beginning with the invitation, hosting during the event and proper follow-up after the event.

We focus on strategies that will help move the relationship forward with our donors and prospects.

WLP donors hosted at the USF Football Hospitality Suite

The USF Foundation Board of Directors hosted at the Tampa Bay Lightning Hospitality Suite

ADVANCEMENT STAFF SUPPORT Bulls’ Exceptional Stewardship Team (B.E.S.T.) Meetings BIANNUAL STEWARDSHIP MEETINGS The Donor Relations and Stewardship team hosts biannual stewardship meetings, which invite Advancement staff across colleges, campuses or units to discuss best donor relations practices, highlight stewardship across the university and create a communication pipeline that allows us to collaborate efficiently. These meetings provide a space for us to come together to share ideas, samples and successes for a cohesive approach.

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Department of Donor Services

Donor Relations Annual Team Reviews The Office of Donor Relations and Stewardship meets annually with USF campuses, colleges and units to better understand stewardship practices, priorities and donor engagement efforts. These conversations provide an opportunity to share updates, identify areas for collaboration and ensure stewardship activities are aligned with university-wide goals. By fostering strong partnerships across the institution, the office can better support colleges and units in delivering meaningful donor acknowledgments and experiences, demonstrating the impact of generosity and strengthening relationships with donors at every stage of their engagement with USF.

Advancing Donor Relations Through AI The Office of Donor Relations and Stewardship leverages artificial intelligence and technology to improve efficiency, support data-informed decision-making and enhance the donor experience. Through collaboration with the Technology, Innovations and Strategic Solutions (TISS) team, the team utilizes reporting tools and automation to better manage stewardship activities, monitor donor engagement and streamline processes. These technologies allow the team to spend less time on administrative tasks and more time creating meaningful, personalized donor experiences.

Examples include: • Microsoft Power BI: IRA gift reporting, pledge payment tracking and overdue pledge monitoring • Microsoft Copilot: Content drafting, editing, brainstorming and workflow support • Canva: Graphics, event collateral and donor communications • Adobe Creative Suite: Graphics, stewardship materials, event collateral and recognition pieces

SPECIAL TEAM RECOGNITION In FY26, the Office of Donor Relations and Stewardship was featured on the Responsive Lab Podcast hosted by Virtous for the Loyalty Herd Program. Listen to the episode on Apple Podcasts, Spotify or Youtube.

Department 19 of Donor Services

Department of Donor Services 34

FOUNDATION SCHOLARSHIP OFFICE

Kristi Laribee

Taylor Wey

Olivia Brink

Yasmine Cabrera

Senior Director 813-974-8305 klaribee@usf.edu

Associate Director 941-359-4578 taylorw35@usf.edu

Scholarship Adminstrator 813-974-0321 obrink@usf.edu

Scholarship Officer 813-974-0321 yasminec@usf.edu

Strategic planning & oversight, training & team development, statistical data reporting, development of personalized stewardship initiatives, policy implementation and execution

Team training & development to guide the strategic direction for scholarship administration, ensure consistency in awarding processes and procedures across USF, scholarship administration of USF Libraries, reporting & donor stewardship

Oversight of the College of Nursing scholarship administration, scholarship resources to College of Nursing faculty & staff, student thank you letter collection & donor stewardship initiatives

Oversight of the College of Arts & Sciences (CAS) scholarship administration, scholarship training & resources to CAS faculty & staff, student thank you letter collection & donor stewardship initiatives

Hayley Garron

Holly Johnson

Patricia Kerney

Marie Mahovetz

Stewardship and Scholarship Administrator 813-396-2042 hgarron@usf.edu

Stewardship and Scholarship Administrator 813-974-0943 hollyjohnson@usf.edu

Scholarship Coordinator 813-974-1046 kerney@usf.edu

Scholarship and Stewardship Officer 813-974-0037 mariem@usf.edu

Advertising, awarding and stewardship of scholarships in collaboration with the College of Public Health and College of Design, Art & Performance, manage scholarship review committees, reporting, data and fund management

Advertising, awarding and stewardship of scholarships support, collaboration on scholarship review, reporting, data and fund management

Oversight of the Muma College of Business (MCOB) scholarship administration, scholarship training & resources to MCOB faculty & staff, student thank you letter collection & donor stewardship initiatives

Advertising, awarding and stewardship of scholarships in collaboration with the College of Behavioral and Community Sciences, manage scholarship review committees, reporting, data and fund management

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Department of Donor Services

Marie McEntee

Brandi Spencer

Kathryn Swisher

Scholarship and Stewardship Administrator 813-396-0817 mmcentee@usf.edu

Scholarship and Stewardship Officer 813-974-5927 bspence2@usf.edu

Scholarship and Stewardship Officer 813-974-8366 kswisher1@usf.edu

Administration of USF St. Petersburg (USFSP) Foundation scholarships, personalized donor stewardship and scholarship point of contact for USFSP students, faculty and staff

Administration and awarding of the Affinity Programs scholarships, development, design, and maintenance of the Scholarship & Stewardship Toolkit, website management, ThankView superuser, USFFSO social media manager

Administration of University-Wide scholarships, including management of review committee, thank you letter management and mailing, fund reconciliation, spending plan development, financial reporting

36

Department of Donor Services

FOUNDATIONS SCHOLARSHIPS FY26 HIGHLIGHTS A total of $12,585,024 (as of July, 20, 2026) has been awarded from USF Foundation Scholarship funds during the 2025-2026 academic year!

COLLEGE OF ARTS & SCIENCES (CAS) $1.25 million awarded, which represents an increase of 25% from 2024-2025

COLLEGE OF BEHAVIORAL & COMMUNITY SCIENCES (CBCS) 35% increase in scholarship funding awarded

MUMA COLLEGE OF BUSINESS (MCOB) More than $1.6 million awarded to Muma students across all campuses, nearly a 30% increase from 2024-2025

COLLEGE OF DESIGN, ART & PERFORMANCE (CDAP)

18% increase in scholarship awards totaling more than $358,000

LIBRARIES 87% increase in scholarship awarding

COLLEGE OF NURSING Nearly $1.5 million awarded, which represents a 91% increase from 24/25

COLLEGE OF PUBLIC HEALTH (COPH)

89% increase in scholarship awards, totaling $78,750

USF ST. PETERSBURG (USFSP) $1.14 million awarded, the largest scholarship year on record

Learn more about USF Foundation Scholarship Office:

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27 37

Department Department of of Donor Donor Services Services

OVERVIEW The USF Foundation Scholarship Office partners with colleges and units across USF to administer scholarships through a centralized model that promotes consistency, compliance and stewardship. By streamlining processes, providing expert guidance and fostering meaningful donor engagement, we help ensure scholarship funds are awarded effectively to create lasting impact for students, donors and the university.

From left to right: Kathryn Swisher, Marie McEntee, Brandi Spencer, Patricia Kerney, Taylor Wey, Ranulfo Molina, Holly Johnson, Yasmine Cabrera, Kristi Laribee, Olivia Brink, Hayley Garron, Marie Mahovetz.

CELEBRATING SCHOLARSHIP DONORS Vital to the process of helping donors see and feel the impact of their generosity, our office facilitates the following: • Coordination of one-to-one meetings between donors and scholars • Engagement of donors through virtual meetings with their scholars • Thank you letter mailing, including an annual scholarship report • Custom stewardship pieces for donors, including student profiles and ThankView gratitude videos • Social media highlights (in collaboration with Advancement Communications and Marketing) • Aripoli Scholarship Luncheon • Organization and preparation of student speaker at donor-sponsored events • Toolkit of stewardship sample materials and customizable templates for scholarship administrators and development officers

Department of Donor Services

28 38

Scholarship Administration and Stewardship Toolkit: At the heart of our mission is a commitment to provide standardized, high-quality stewardship materials to support colleagues across USF, with the goal of strengthening donor engagement and enhancing the scholarship management experience. To support this work, our office has developed the Scholarship Administration and Stewardship Toolkit — a comprehensive resource designed to streamline scholarship processes, enhance compliance and strengthen donor engagement across all colleges and units. This toolkit was developed to ensure consistency in scholarship administration while empowering fund administrators with practical tools, templates and guidance. The toolkit offers a centralized framework to help manage scholarships effectively and steward our donors more thoughtfully.

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Department of Donor Services

Annual Scholarship Report

*Please note that the 2025-2026 Scholarship Report will be available in the Fall 2026.

GRAB & GO STEWARDSHIP Our Grab & Go Stewardship tools are designed to make donor engagement simple, consistent and impactful. These ready‑to‑use resources help staff quickly prepare for donor conversations or request personalized stewardship for scholarship donors.

Stewardship One-Page Impact Report: Clear, concise snapshots perfect for one‑on‑one donor meetings.

Use them to highlight impact, share updates and support meaningful conversations.

Custom Stewardship Request Form: Need tailored outreach for a scholarship donor? Submit a request and we’ll help create personalized stewardship that aligns with donor interests.

Department of Donor Services

40

DONOR EVENTS

Beth Pierce

Lanie Dailey

Emily Limbach

Alex Carson

Sarah Petrylka

Director 813-974-6960 bethpierce@usf.edu

Associate Director 813-974-9583 lfunaro@usf.edu

Conference and Events Planner 813-974-8425 emilylimbach@usf.edu

Conference and Events Planner 813-396-0378 alexandriacarson@usf.edu

Conference and Events Planner 813-974-3481 skpetrylka@usf.edu

Top Left: 2025 USF Alumni Awards Top Right: 2026 Faculty Excellence Awards Dinner Bototm Left: 10 Years of USF in London Reception Bottom Right: 2025 Iron Bulls Kickoff Event

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Department 41 of Donor Services

Department of Donor Services 30

OVERVIEW The Office of Donor Events serves as a centralized event planning resource to support the Foundation’s mission and priorities through event engagement. To establish and maintain a high-level event standard, our team serves as the principal office supporting logistics related to all Foundation events. Our primary focus is events with a donor stewardship/engagement purpose.

Primary Areas of Support • Alumni Association • Athletics • Corporate and Foundation Relations • Foundation Board of Directors • Health Development & Alumni Relations • Parent and Family Giving • Affinity Programs • President’s Circle and Recognition Societies • Talent Management and Human Resources (Advancement Staff Events) • Women in Leadership & Philanthropy • Development-related events (extending to schools, colleges and units) • Gift Announcements/Namings • Suite Hospitality Programs • Presidential Event Support (as called upon) • Groundbreakings • Ribbon-cuttings

Services include but are not limited to: • Identify and secure venues that best meet event need as outlined by hosting department • Lead site visits, logistics and walk-throughs • Secure all catering needs as determined by hosting department • Present options for review and selection, organize tastings (as needed)

31 Department of Donor Services

Department of Donor Services 42

• Coordinate all rental and décor • Present options for review and selection • Coordinate AV, photography and videography, program and run of show needs, as determined by the hosting department • Schedule AV run-throughs and offers support/suggestions as needed • Coordinate all parking needs • Reserved spaces, valet services • Support the organization of day-of guest registration • Provide staffing support/trainings for volunteers, if need is identified • Manage set-up and event service flow; review run of show as it relates to service standards • Act as primary point of contact for all contracted event vendors leading up to and including day-of • Route contracts and invoices through the proper departments for signature and payment processing • Consultation services available to support colleges or units hosting events that do not have a stewardship purpose aligned with Foundation Organization and logistics associated with chance drawing, paddle raises, silent auctions, sponsorships and EBA processes are managed by hosting department. Hosting department also manages speaker selection, leadership attendance requests, run of show, event briefings, RSVP collection and name badges.

2025 Women in Leadership & Philanthropy Fall Symposium

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Department 43 of Donor Services

Department of Donor Services 30

DONOR EVENT CLASSIFICATION GUIDELINES To ensure strategic alignment and consistent planning across our organization, please refer to the framework below for classifying donor events. This allows our team to allocate resources appropriately and maintain clarity around intentional donor engagement.

Purpose of This Framework: • Establish clear criteria for identifying donor events • Ensure consistent planning standards • Align resources with strategic fundraising goals

Definition: A donor event is a gathering where the primary purpose is to cultivate, steward or solicit philanthropic support. Donor presence alone does not constitute a donor event.

Classification Criteria: An event must meet all three of the following to be considered a donor event: • Primary purpose: Focused on donor engagement or fundraising • Audience intent: Targeted invitations, primarily to donors or prospects based on giving history, capacity or strategic engagement goals, not incidental attendance • Organizational investment: Involves senior leadership, tailored messaging and elevated planning

Examples of Non-Donor Events (including but not limited to): Our team supports select donor engagement events that are designed to deepen relationships and advance philanthropic goals. These events are not defined by donor attendance alone, but by their strategic intent, curated guest list and alignment with our broader stewardship and cultivation priorities.

Donor Event Support Framework • Faculty or staff recognition (internal focus; donor presence incidental) • Volunteer appreciation (broad audience; no cultivation strategy) • Community events (service-focused; not philanthropic) • Program showcases (public-facing; no targeted donor engagement)

31 Department of Donor Services

Department of Donor Services 44

Examples of Donor Events (including but not limited to): • Naming/dedication ceremonies • Gift announcement receptions • Leadership roundtables • Impact tours or site visits • Annual donor recognition events • Campaign/donor milestone celebrations

Events Outside Our Scope We do not lead or support events where donor presence is incidental or secondary to the event’s purpose.

While we’re happy to consult or advise on donor experience elements, we do not serve as the primary planners for general programming, departmental events or public-facing activities.

2026 Green & Gold Gala

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Department 45 of Donor Services

Department of Donor Services 32

2026 Institute for Voice and Hearing Grand Opening

2026 Symphony Orchestra Recognition Societies Night

Department of Donor Services

46

2025 Stampede for Women

2026 Ruben Ledesma, Jr. Motorsport Center Ribbon Cutting

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47

Department of Donor Services

STEWARDSH GIFT ACKNOWLEDGMENT & SPECIAL COMMUNICATIONS

$1+ Gift All Gifts Tax Receipt Digital receipting for cash/ check gifts

$1K+ USF Advancement Staff Personalized ThankView from Donor Relations Team

$5K+ Gift/Pledge TY email digitally signed by Sr. VP/CEO of Foundation

$15K+ Gift/Pledge

Personalized TY letter hand signed by Sr. VP/CEO of Foundation, reviewed by the assigned relationship manager

$250K+ Gift/Pledge Personalized TY letter from USF president, reviewed by the assigned relationship manager

Other

ANNUAL STEWARDSHIP

$1,500+ Annual Giving President ’s Circle

VIP Special Handling Letters/receipts for a select group of VIPs are pulled to be reviewed by Donor Relations before being mailed.

ThankView Pledge Reminder 1. Digital pledge reminder 2. “ Thank You for Making Your Pledge Payment ” Student Video $5K+ Additional TY email/letter from Sr. VP/ CEO of Foundation or USF president Planned/Estate Gifts Acknowledged by Gift Planning Office in collaboration with Donor Relations Additional TY letter sent from AVP of Donor Services

IRA Gifts Tax Receipt $5K+ Additional TY email/letter from Sr. VP/ CEO of Foundation or USF president

In Honor of/In Memory of Notification letter sent to honoree or family members of deceased

President's Circle welcome email Inspire e-newsletter Quarterly Engage e-communication Appreciation email for Thanksgiving (video or animated communication) Digital holiday card from USF president Invitation to attend USF Athletics events when applicable Invitations to attend partnership events throughout the university Personalized stewardship communications and donor outreach via ThankView platform Custom framed commemorative web/USF magazine articles given to featured donors Spring stewardship video featuring thankful students filmed at Grateful Bulls Day

BEHAVIOR -BASED STEWARDSHIP

$1+ Consecutive Giving Loyalty Herd

3 Years Welcome email and welcome packet with window decal

5 Years Email with special “high -five” video

10 Years Email with top 10 “unBULLievable ” U moments video

20 Years Optional handwritten note from a membe of Foundation Board of Directors 25 Years USF Historical Photobook

30 Years Email and poster from USF GraphicStudio Annual impact email for all members

First -Time Donors

1. “ Welcome to the USF Family ” postc

2. Student video sent via email 3. Handwritten thank -you note from student

4. “ One Year of Your Impact ” postcar

Rebranding Coming Soon!

The Stewardship Matrix is a structured framework used by the Office of Donor Relations and Stewardship that prescribes donor engagement and the corresponding stewardship activities at each level.

Department of Donor Services

HIP MATRIX

h

o

USF

er

o

card

rd

48

2026 -27 Stewardship Matrix Office of Donor Relations and Stewardship

RECURRING STEWARDSHIP MAJOR GIFT DONORS

$100K+ Cumulative Giving Recognition Societies Recognition Societies welcome packet Inspire e -newsletter Quarterly Engage e -communication

Appreciation email for Thanksgiving (video or animated communication) Mailed holiday cards from Sr. VP/CEO of Foundatio n and from USF president Foundation communications/press releases regarding naming announcements and transformational gifts Invitations to attend partnership events and VIP receptions throughout the university Happy birthday email sent via ThankView on a monthly basis Springtime appreciation mailing Invitation to attend VIP USF Athletics events when applicable

OTHER

$1M+ Cumulative Giving Recognition Societies All stewardship of $100K+ cumulative giving Individualized stewardship plans; as needed Donor Milestone and Memoriam Program Corporations and Foundations recognized at this level

$5M+ Cumulative Giving Recognition Societies Bespoke stewardship lunch or dinner hosted

by Sr. VP/CEO of Foundation

Scholarship Donors Appreciation email for Thanksgiving (video or animated communication) Personalized stewardship communications and donor outreach via ThankView platform Personalized thank you letter mailing to donors of named scholarships One-on-one donor/scholar meetings

$1+ Planned Gifts Legacy Society All stewardship of $100K+ cumulative giving Legacy Society lapel pin given to planned giving donors by Office of Gift Planning/Donor Relations

Personalized stewardship communications and donor outreach via ThankView platform

Annual appreciation event

Custom framed commemorative web//USF magazine articles given to featured donors

Handwritten notecard from a Foundation Board member

Scholarship awarding events hosted by individual colleges/units

Endowments Founding Donors Customized stewardship reports: endowment report via Ovrture sent each fall

Spring stewardship video featuring thankful students filmed at Grateful Bulls Day Annual comprehensive Giving Report for VIP Donors (Per Leadership request)

$500K+ Cumulative Giving Recognition Societies Announcement event or reception/celebration, VIP lunch/dinner, special gifts, commemorative photobook etc.

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Department of Donor Services

Acknowledgm

The Acknowledgment Matrix is a structured framework that outlines donor giving and the corresp

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// Others USF Foundation The USF Foundation acknowledges all pledges and gifts made to USF.

VIP Special Handling Letters/receipts for a select group of VIPs are pulled to be reviewed by Donor Relations before being mailed

This process is administered Stock Gifts by the Office of Donor Acknowledged by Central Relations and Stewardship, Records – tax receipt. in collaboration with *All gifts to WUSF are tax Information Management. receipted by WUSF Planned/Estate Gifts Acknowledged by Gift Planning Office in collaboration with Donor Relations. Additional thank you letter is sent from AVP of Donor Services.

IRA Gifts Acknowledged by Gift Planning Office in collaboration with Donor Relations. Additional thank you letter is sent from Foundation Sr. VP/CEO for gifts of $5K or more *All gifts to WUSF are tax receipted by WUSF In Honor of/In Memory of Notification letters are sent to honoree or family members of deceased

Page | 1

$1 - $14, • Tax receipt

*All gifts to WUSF a receipted by WUSF

• Gifts of $1K+ mad

Advancement staff personalized thank ThankView from Do Relations and Stew team

• Gifts/pledges of $

$14,999 receive a email digitally sign Foundation Sr. VP/

Department of Donor Services

50

ment MATRIX

ponding acknowledgment activities at each level across the university and regional campuses.

atrix

,999

are tax

de by USF f receive a k you onor wardship

$5Ka thank you ned by /CEO

$15,000+ • Tax receipt

*All gifts to WUSF are tax receipted by WUSF

$250,000+ • Tax receipt *All gifts to WUSF are tax receipted by WUSF

• Followed by a custom thank you • Followed by a personalized letter hand-signed by Foundation thank you letter from USF president Sr. VP/CEO

For this letter, Donor Relations For this letter, Donor Relations contacts the assigned contacts the assigned relationship manager (if relationship manager (if applicable) to review the letter applicable) to review the letter for accuracy and provide input to for accuracy and provide input to personalize and make it more personalize and make it more meaningful to the donor. meaningful to the donor.

Updated August 2026

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37 51

Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999 Affinity Programs

Alumni Association

• Personalized letter from DO

• Personalized lett

• Letter from the executive

• Letter from the e

director

Athletics

$1,000 - $

Assistant VP of A Programs • Phone call with

director

• Gifts/pledges of $1-24,999

• Gifts/pledges of receive a postcard receive a postcard • If sport-specific, head coach • If sport-specific, will also send a separate thank will also send a se you thank you • For new pledges, the DO sends • For new pledges, a personalized thank you sends a personaliz • Thanksgiving/holiday card you

• Thanksgiving/hol

College of Arts and Sciences

Page | 2

• Thank-You e-mail sent via Salesforce

• Thank-You postc

dean’s e-signatu

Department of Donor Services

38 52

atrix

$9,999

$10,000 - $99,999

$100,000+

• Personalized letter from

DO

Assistant VP of Affinity Programs • Phone call with DO

• Personalized letter from

executive

• Letter from the executive

• Letter from the executive

• Gifts/pledges of $1-24,999

• Gifts/pledges of $100K+

ter from Affinity

$1-24,999 d , head coach eparate

, the DO zed thank

liday card

card with a ure

director

Assistant VP of Affinity Programs • Phone call with DO

director

receive a postcard • Gifts/pledges of $25K$99,999 receive a ThankView from the Senior Associate Athletics Director / Associate Vice President for Development • Iron Bull (IB) Welcome Basket • If sport specific, head coach will also send a separate thank you letter • For new pledges, the DO sends a personalized thank you • Happy birthday card from all Bulls Club staff • IB/Golden Brahmans Society (GBS)-specific gift • Annual Fund gift • Thanksgiving/holiday card

receive a ThankView from the CEO of Athletics • Iron Bull Welcome Basket.

• If sport-specific, head coach will also send a separate thank you letter • For new pledges, the DO sends a personalized thank you • Happy birthday card from all Bulls Club staff • IB/GBS-specific gift • Thanksgiving/Holiday Card • $1M+, Bulls Club Legends plaque

• Hand-signed letter from the

• Personal note and call from

dean

the dean • Department chair/faculty will send a note or call • Letter from DO Updated August 2026

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39 53

Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999 College of Behavioral and Community Sciences

College of Education

• Acknowledgment for $1-$25

$1,000 - $

• Personalized lett

from CBCS Development Office • Template letter from the dean with special P.S. for all gifts $25 and above • May receive a call and/or note from the assistant director of development • At any gift level, the donor may receive a call and/or note from the department chair or school director

dean with special • Note or call from assistant director o development, requ meeting, bring tok from CBCS • At any gift level, may receive a call from the departme school director

• Grateful postcard with College

• Grateful postcard

• Personalized letter from the

• Personalized lett

of Education magnet

dean for gifts over $300

College of Educa

dean for gifts ove

• Handwritten note

DO • Scholarship dono personalized letter student recipients College of Engineering

• Thank you letter from the

• Thank you letter

College of Marine Science

• Personalized note from DO

• Personalized lett

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dean via email (Salesforce)

dean and the DO (electronically si

and handwritten from DO

Department of Donor Services

40 54

atrix

$9,999

ter from the P.S. m the of uest lunch or ken TY gift

$10,000 - $99,999 • Personalized letter from the

$100,000+ • Personalized letter signed by

dean with special P.S. • Gifts of $25K or more may receive a phone call from the dean • Note or call from the assistant director of development, request lunch or meeting, bring token TY the donor l and/or note gift from CBCS ent chair or • At any gift level, the donor may receive a call and/or note from the department chair or school director

dean with special P.S. • Phone call from dean, possible lunch or meeting request • Personalized note or call from the assistant director of development, request lunch or meeting, bring token TY gift from CBCS • At any gift level, the donor may receive a call and/or note from the department chair or school director

d with • Grateful postcard with College ation magnet of Education magnet ter from the • Personalized letter from the er $300 dean for gifts over $300 ecard from • Handwritten notecard from DO • Scholarship donors sent personalized letters from ors sent student recipients rs from s

• Grateful postcard with College

from the O igned)

• ThankView from the dean with personalized message

ter from dean • Personalized note from the note card dean; phone call from dean; lunch with the dean; handwritten note card from DO; as appropriate, thank you gift (hat, tote, etc.)

of Education magnet

• Personalized letter from the dean for gifts over $300

• Handwritten notecard from DO • Scholarship donors sent

personalized letters from student recipients • Lunch with DO and dean

• Call from the dean or email invite with dean and DO

• Personalized note from

the dean; phone call from dean; lunch with the dean; handwritten note card from DO; as appropriate, thank you gift (hat, tote, etc.)

Updated August 2026

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Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999

$1,000 - $

College of Design, Art & Performance

• Personalized letter from the DO • Personalized lett

Global and National Security Institute

• Postcard • Thank you letter

• Thank you letter

Judy Genshaft Honors College

• Handwritten thank you from

• Handwritten than

the dean • For $100 gifts of sponsorship of the Honors College Order of Medallion, the dean sends a handwritten thank you note

from the dean • Scholarship dono receives a thank yo photo book or than note and photo (de number of student • Phone call from t all donors over $1

Libraries

• Handwritten thank you note

• Personalized lett

signed by the DO

the dean and DO • Gift of USF Libra pin

Page | 4

dean • Phone call/note f college staff • Handwritten note director of develo

Department of Donor Services

56

atrix

$9,999

ter from the

from

e/card from opment

nk you

$10,000 - $99,999 • Handwritten note/card from

$100,000+ • Handwritten note/card from

director of development.

• Personalized letter from the dean • Phone call/lunch with director of development ($25K or more) • Token thank you gift ($25k or more)

director of development • Personalized letter from the dean • Phone call from the director of development • Phone call/lunch with dean • Thank you gift

• Thank you letter • Globe

• Thank you letter • Globe

• Handwritten thank you from

• Handwritten thank you from

the dean the dean or • Invite to suite events at level of • Lunch or dinner with dean ou and $25K or more • Invite to suite events and gifts nk you • Invite to campus lunch with • Invite to campus lunch with epends on student for endowments student for endowments ts) (local donors) (local donors) the dean to • Scholarship donor receives • Phone call from the dean travel donors are gifted 1K a thank you and photo book or thank you note and photo tokens from the study abroad (depends on number of Honors College class trips students) • Phone call from the dean • Travel donors of $25K and above are gifted tokens from the study abroad Honors College class trips ter signed by • Personalized letter signed by • Personalized letter signed by the dean and DO the dean and DO • Gift of USF Libraries padfolio • Gift of USF Libraries donor pin aries lapel and pen • Case-by-case basis: • Case-by-case basis: recognition on social media, recognition on social media, LIB news article LIB news article Updated August 2026

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Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999

$1,000 - $

Muma College of Business

• Thank you postcard from

Office of Gift Planning

• Tax receipt and automated acknowledgment • Personalized TY letter from AVP of Donor Services f • Personalized TY letter from USF president for gifts/ • Personalized TY letter from Gift Planning Office • Customized TY letter from DR&S for stock gifts • Legacy Society pin

Patel College of Global Sustainability

• Personalized letter from DO

Regional Development

• Personalized TY note from DO

USF Health

• Postcard with HDAR Sr. AVP’s

the dean

• Letter signed by dean/DO

• Personalized lette dean

• Pre-printed than

pre-printed signature, or precard signed by Sr. printed thank you card signed of Development by the appropriate DO, depending on which fund the gift was made to • All first-time donors, regardless of the gift/pledge size (excluding honor, memorial and LIFT gifts), will receive a postcard acknowledging their initial gift

Page | 5

Department of Donor Services

58

atrix

$9,999

$10,000 - $99,999

$100,000+

• Personalized letter from

• Personalized letter from

the dean/DO • Phone call from the dean for gifts of $25K or more

the dean • Phone call from the dean

for gifts/pledges under $250K /pledges over $250K

er from the

nk you . AVP

• Personalized letter from the dean

• Personalized letter from the dean

• Phone call/lunch with the dean • Phone call/lunch with the dean and DO

• Personalized letter signed

by the EVP of USF Health

and DO

• PCGS token thank you gift

• Personalized letter signed by the EVP of USF Health

Updated August 2026

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59

Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999 USF Health Morsani College of Medicine

USF Health College of Nursing

USF Health Taneja College of Pharmacy

Page | 6

$1,000 - $9,

• Postcard with HDAR Sr. AVP’s • Pre-printed than

pre-printed signature or precard signed by Sr. printed thank you card signed of Development by the appropriate DO, depending on which fund the gift was made to • All first-time donors, regardless of the gift/pledge size (excluding honor, memorial and LIFT gifts), will receive a postcard acknowledging their initial gift

• $1-$99: Postcard with HDAR

• Pre-printed than

card signed by Sr. Sr. AVP’s pre-printed of Development signature • $100-$999: Pre-printed thank you card signed by the dean or signed by the appropriate DO, depending on which fund the gift was made to • All first-time donors, regardless of the gift/pledge size (excluding honor, memorial and LIFT gifts), will receive a postcard acknowledging their initial gift • $1-$99: Postcard with HDAR • Pre-printed than Sr. AVP’s pre-printed signature. card signed by Sr. • $100-$999: Pre-printed thank of Development you card signed by the dean, or signed by the appropriate DO, depending on which fund the gift was made to • All first-time donors, regardless of the gift/pledge size (excluding honor, memorial and LIFT gifts), will receive a postcard acknowledging their initial gift

Department of Donor Services

60

atrix

,999

$10,000 - $99,999

$100,000+

nk you . AVP

• Personalized letter signed

• Personalized letter signed

• Personalized letter signed

• Personalized letter signed by

• Personalized letter signed

• Personalized letter signed by

nk you . AVP

nk you . AVP

by the dean

by the dean

by the dean

by the dean

the dean

the dean

Updated August 2026

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61

Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999 USF Health College of Public Health

• $1-$99: Postcard with HDAR

USF Research & Innovation

• Acknowledgment hand-signed

USF St. Petersburg

Sr. AVP’s pre-printed signature.

• $100-$999: Pre-printed thank you card signed by the dean or signed by the appropriate DO, depending on which fund the gift was made to • All first-time donors, regardless of the gift/pledge size (excluding honor, memorial and LIFT gifts), will receive a postcard acknowledging their initial gift

• Pre-printed than signed by Sr. AVP Development

• Acknowledgment

by the director of development • Thank you phone call from DO or program director

signed by the dire development • Handwritten note from DO • Thank you phone DO or program dir

• Handwritten note from the

• Handwritten note • Email, letter or h

DO, when appropriate • Email or letter from AVP of development • Email from student to scholarship donors

Page | 7

$1,000 - $

note from AVP of d • Dean or unit lead encouraged to sen • Handwritten note regional chancello • Email from stude scholarship donors

Department of Donor Services

62

atrix

$9,999

$10,000 - $99,999

$100,000+

nk you card P of

• Personalized letter signed by the dean

• Personalized letter signed by

t handctor of

• Acknowledgment hand-signed

• Acknowledgment hand-signed

e card

e call from ector

by program director and DO • Personalized thank you letter from director of development • Handwritten note card from program director or DO

• Handwritten note from DO e from DO handwritten • Dean or unit leader are development encouraged to send a note or make a phone call der are • Handwritten note from AVP of nd a note development e from • Handwritten note and possible or phone call from the regional ent to chancellor s • May receive a gift in acknowledgment • Email from student to scholarship donors

the dean

by VP of Research • Personalized thank you letter from VP of Research • Personalized visit from VP of Research

• Handwritten note from DO • Will receive a small gift • Handwritten note or phone call from dean or unit leader • Handwritten note or phone call from AVP of development • Handwritten note and possible phone call from the regional chancellor • Email from student to scholarship donors

Updated August 2026

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63

Department of Donor Services

2026-2027 University Advancement Acknowledgment Ma Donor Relations & Stewardship

//////////// $1 - $999

$1,000 - $

• Member Renewa • WLP Member

Women in Leadership & Philanthropy

ThankView Birthd Video

WUSF All gifts to WUSF are tax receipted by WUSF

Page | 8

• Letter from Member Services; If • $1,000-$1,199:

it’s an additional gift from a Cornerstone donor, a letter is sent from the development director with tax receipt information.

• All planned/estate gifts $1+ to WUSF are acknowledged by general manager of WUSF

phone call within business day from handwritten thank within one busines DO; letter from de director with tax re information • $1,200-$9,999 phone call within day from DO or MG to donor; Handwri you card within on day from DO or MG to donor • Letter from deve director with tax information on C stationary • Cornerstone don receive a thank from WUSF

Department of Donor Services

64

atrix

$9,999

al Postcard

day

: Personal one m DO; k-you card ss day from evelopment eceipt

$10,000 - $99,999

$100,000+

• Member Renewal Postcard • WLP Member ThankView

• Member Renewal Postcard • WLP Member ThankView

• $10,000+: Personal phone

In addition to $10,000+ thank you process: • As appropriate, a station event to recognize the gift – i.e., dedication, ribbon cutting

Birthday Video • WLP Lifetime Member ThankView Thank You Video

call within one business day from MGO assigned to donor, development director or general manager as appropriate • Handwritten thank-you card within one business day from MGO assigned to donor • Letter with tax receipt 9: Personal one business information signed by general GO assigned manager on Leadership Society Stationary itten thank • Leadership Society donors will ne business GO assigned receive a thank you ThankView from WUSF • Handwritten note from WUSF elopment advisory board member x receipt

Birthday Video

Cornerstone

nors will ThankView

Updated August 2026

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