Foundation Data Requests

I Don’t Know Where to Start

You’re not alone — we’re here to help! Let’s meet and talk through your needs together.

Reach out to any of the following team members to start building a communication plan tailored to your event, appeal, survey or outreach.

Data Usage/Needs and Event Management

Boise State Foundation Data Team
raisersedgesupport@boisestate.edu

Communication and Branding

Heather Carlson
Sr. Director, Marketing and Annual Giving
heathercarlson2@boisestate.edu
(208) 426-2022

Sample Marketing Plan

The following sample marketing plan utilizes all aspects of our communication channels (website, registration page, printed invitation, targeted social media ads and general social media posts).

Sample Event: Top Ten Scholars (May 9)

• The landing page is live: Feb 9 (three months before the event)
• Submit data request form: Feb. 9 (three months before the event)
• The event registration page is live: Feb. 19 (11-12 weeks before the event)
• Printed invitation to the printer: Feb. 19 (2-3 weeks, depending upon the complexity of the invitation, before they drop in the mail)
• Printed invitation mails: March 13 (eight weeks before the event)
• Marketing Cloud emails: March 7, April 3, May 2 (eight-nine weeks, four-five weeks and one week before the event)
• Event registration deadline: May 7 (minimum one business day before the event to allow for processing, may be longer dependent upon catering or seating needs)
• Targeted Facebook, Instagram and/or Twitter advertisements and boosted posts (one to two weeks before the registration deadline)
• Custom Audience Ad: Uploading a .csv file of your invitation list (name, phone, email, city and state only) into Facebook for targeted delivery in Facebook and Instagram
• Self-declared Data: Using self-declared geographic, interest, employment, likes or follow data on Facebook, Instagram or Twitter for targeted delivery. For example: everyone who is interested, works at or lists as education, “Boise State University” in Boise, Meridian, Caldwell and Nampa.
• Meet Your Top Ten Scholars General Social Media Posts: April 28-May 7 (ten days, one per day, leading up to the registration deadline)

Communication Groups

Alumni and Attendees

• Graduates/Alumni: All contactable living degree holders (certificates to doctorates)
• Attendees: Anyone ever enrolled at Boise State and does not hold a degree

Members

• Alumni Association Members (Active): All current/active members of the alumni association
• Alumni Association Members (Lifetime): All paid-in-full lifetime members of the alumni association
• Alumni Association Members (Lapsed): Former members of the alumni association (went inactive in the last year)
• Varsity B Members (Active): All current/active members of the Varsity B
• Varsity B Members (Lapsed): Former members of the Varsity B (went inactive in the last year)
• BAA Members: All current/active members of the Bronco Athletic Association

Donors

• All Donors: Anyone who has given to Boise State in the last 10 years
• Target Donors: Anyone who has given a cumulative amount of $200 or more in the last two years OR $1,000 or more in the last five years and has a giving capacity of four or greater
• Research Donors: Anyone who has given to a research initiative

Advisory Boards

Advisory Board: Current department, college or university level advisory board members

Faculty and Staff

• Faculty and Staff: Current benefit-eligible faculty and staff (non-benefit-eligible staff are not included in our database)
• Emeriti: Emeriti faculty and staff and/or their surviving partners

Students

We do not house current student data.

Approved by the Boise State University Board of Directors, July 16, 2008.

Confidentiality Policy

Purpose:

The Boise State University Foundation, Inc. (“Foundation”) has certain information that is confidential and proprietary in nature. All Responsible Persons (defined below) have an obligation to protect this information for the benefit of the Foundation and its donors.

Responsible Persons:

This Confidentiality Policy is applicable to all individuals who have access to Confidential Information as defined in this Policy (“Responsible Persons”). For example, this would include the following:

• Foundation Board of Directors and employees;
• Consultants, including accountants and attorneys;
• Boise State University employees;
• Board members and employees of Boise State-affiliated organizations (for example, the Bronco Athletic Association, Alumni Association, Frank Church Institute, Friends of Nursing);
• Boise State college advisory board members; and
• All others who have access to Confidential Information.

Confidential Information:

“Confidential Information” is defined in this Confidentiality Policy to include the following:

1. Past, current, and prospective donor information, including, without limitation, donor identities, donation histories, any kind of personal or corporate financial information, salaries, net worth, family data, asset holdings, and any other details of the donors’ relationships with the Foundation.
2. All other information in the Foundation’s donor database, including but not limited to scholarship recipients, graduates, and members in Boise State-affiliated organizations.
3. Information concerning the Foundation’s business and operations, including without limitation, cost information; profits; investments; accounting and unpublished financial information; development plans; studies; positions or statements of individual board members, advisors, or staff; personnel issues; and nonpublic information concerning the Foundation’s employees, officers, directors, service providers, and independent contractors.
4. Boise State records of any kind, including without limitation, unpublished financial information, information concerning projects and developments, student information and data, applicant information and data, information concerning any Boise State employees, information regarding any Boise State donors or partners, and any other information concerning Boise State that is not made available to the public.
5. Any trade secrets defined in the Idaho Trade Secrets Act, Idaho Code §48-801, including any information, formulae, patterns, compilations, programs, computer programs, devices, methods, techniques, or processes that derive independent economic value from not being generally known to other persons and not being readily ascertainable by proper means by other persons and are the subject of reasonable efforts by the Foundation to protect their secrecy.
6. Notwithstanding the foregoing, the definition of “Confidential Information” does not include any information that is generally available to the public.

Obligation to Protect Confidential Information:

Each Responsible Person is required to sign the Foundation’s Acknowledgment and Agreement Regarding Confidential Information prior to having access to Confidential Information. Each Responsible Person shall keep the Confidential Information strictly confidential, whether it is in written, electronic, or verbal form. No Responsible Person shall use or disclose such information to others without the Foundation’s written consent, except as necessary to perform the Responsible Person’s job.

This Confidentiality Policy shall not be construed in any manner to prevent the Foundation from disclosing information to taxing authorities or other governmental agencies or courts having regulatory control or jurisdiction over the Foundation.

For each Boise State-affiliated organization which has its own confidential information policy and agreement, the Foundation will review the policy and agreement and decide whether it will fulfill the obligations under this Confidential Information Policy.

Unlimited Time to Protect Confidential Information:

This Confidentiality Policy applies during a Responsible Person’s employment or services to the Foundation, and it also applies after such employment or services have concluded. The Foundation Executive Director will send an annual communication to all Responsible Persons to remind them of their obligation to comply with this Policy.