Students are the life-blood of our university. As the cost of education rises, scholarships are increasingly important because they help us to retain the best students by removing financial barriers of attendance.
Stewardship Practice | Owner** | Notes/Frequency |
---|---|---|
Pull Stewardship PREP report | Scholarship Administrator | Before beginning of awarding cycle |
Gather thank you notes and post-award documentation | Scholarship Administrator | Based on unit awarding cycle. Recommend collecting notes a month after awards are finalized |
Notify WFAA Development Liaison of Scholarship Recipients* | Scholarship Administrator | Provide first/last name, and Student EMPL ID Transmit via agreed method (CSA, Stewardship PREP report, excel etc.) |
Record Scholarship Recipient Names in ABE | WFAA Development Support | |
Review thank you notes for appropriateness | Scholarship Administrator | |
Notify donor(s) of scholarship recipient name, send thank you notes, additional information on students, and/or statement from leadership. Send a copy to WFAA Development Liaison | Scholarship Administrator | Use completed Stewardship PREP report |
Record stewardship package in ABE and send correspondence to OnBase | WFAA Development Support | |
Coordinate additional donor stewardship as appropriate. Copy WFAA Development Liaison on stewardship communications | WFAA and Unit Advancement Teams | Donor-Student Meetings Scholarship Reception |
*Refer to FERPA and NCAA Compliance Regulations
**S/C/U staff should partner with their WFAA advancement colleagues to determine roles and responsibilities to maximize their stewardship efforts for their particular areas
Planning Tools
- Stewardship Checklist – Biomedical Engineering
- Departmental Recommendations for Scholarship Stewardship
Process
- Stewardship Template Overview
- Impact Report – Recipient
- Undergraduate Audit
- Undergraduate Workplan Template
- WiSH Engage
Samples
Communication to Donors
- Fund Anniversary Impact Report – OSFA 2019
- Student Notification Letter Template
- Recipient Thank You Letter – Intl Studies
- Recipient Thank You Letter – L&S Honors
- Impact Report – Successworks
- Recipient Thank You Letter – L&S
Communication to Students
- Thank You Letter Writing Guide – Undergraduate Awards
- Thank You Letter Writing Guide – L&S Honors
- Undergraduate Support – Customizable Thank You Letter Writing Instructions
- Scholarship Award Letter – L&S (No Living Donor)
- Undergraduate Best Practices Guidelines