Donor Meetings Briefing Packages Request form AAD Approval

Donor Meetings & Briefing Packages Request form AA&D Approval • RM to complete President Participation Request Form and send to Heidi Ferris • Requests will be discussed at weekly internal President Advancement Team meetings (occur every Wednesday) Scheduling • Heidi to work with President’s office to determine President availability • Heidi to send availability to RM / DA Scheduling • RM / DA to work with donor to look into date options • RM / DA to send Heidi Ferris dates Scheduling • Heidi Ferris to confirm date with Pres. Office and RM / DA Process continued on next slide

Donor Meetings & Briefing Packages (cont’d) • RM / DA to create step on Plan Cannon Update Research Profile & Briefing Memo Post-Meeting RM is owner, President is additional solicitor If no plan required – substantial interaction – Pres is owner • RM / DA to request Research Profile • RM / DA to send draft briefing memo to Heidi Ferris • (NOTE: this must be sent to Heidi 10 business days in advance of the donor meeting) • Heidi, Beth & Jason to review Research Profile & Briefing Memo • Heidi to send Briefing Package to President’s Office 5 business days before the scheduled meeting • Heidi to receive feedback and next steps from President’s Office or AVP, Advancement • RM / DA to add actions and next steps to Cannon