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Step-By-Step Guide

  • Define your event purpose and goals.
  • Contact your DPAE project manager and philanthropic advisor.
  • Determine if you will be managing the project internally or need assistance from the Division of Philanthropy and Alumni Engagement (DPAE).
    • All event communication and outreach is managed by DPAE communications regardless of event team assistance.
  • Our division’s ability to assist varies based on capacity and strategic fit. The levels of involvement we may consider include:
    • Consultation Only: We are available to provide guidance on event planning, vendor recommendations, and best practices.
    • Limited Logistical Support: We may offer assistance with vendor contacts, event checklists and marketing toolkits.
    • Strategic Partnership: Full collaboration is considered only if the event strongly aligns with our mission and we have the necessary resources. Approval for this will come from division leadership.
    • Funding Support: Financial contributions will only be considered if our division is involved in the planning process from the outset and it aligns with institutional goals.
    • Sponsorship Plans: DPAE will work with your team to develop sponsorship levels and materials.
  • If assistance is needed, complete this. All requests must be submitted at least six months prior to requested event date. 
  • Once the form is submitted, the request will be reviewed by DPAE leadership within two weeks to see if the requested event aligns with our institutional goals, priorities and staffing.
  • Build a budget and timeline.
    • Pro tip – ensure you have the budget available to fully cover your costs while maintaining fiscal priorities.
  • Identify an internal events manager/point person.
  • Develop a guest list and/or target audience (DPAE Comms assists with this).
  • Work with project manager on event communications plan.
  • Plan the program.
  • Promote the event (DPAE Comms assists with this).
  • Execute the event.
  • Follow-up and thank the guests and collect post-event surveys (DPAE Comms assists with this).
  • Evaluate success and key metrics (gifts received, donor engagement, feedback).
  • Share all guest information with your DPAE project manager for Banner record updates.
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