CORPORATE AND FOUNDATION RELATIONS

Corporate Sponsorship Information

 CORPORATE SPONSORSHIP GUIDELINES

Starting the Corporate Sponsorship process:

• Begin planning at least 6 months in advance
• Meet with AASL to review event and discuss funding needs
• Develop sponsorship materials and prospect list
• Contact SOM CFR Office for approval of prospect list and solicitation materials, copying AASL

Sponsorship Information:
Sponsorship materials vary depending upon the event/project, and materials may include a cover letter,
proposal/project description, sponsorship benefits, and budget. In the materials describe event/project:
topic/purpose, place, date, keynote speaker, and number of attendees expected. It is also helpful to
explain why funds are needed.

It is important to describe why this is a good opportunity for the company: interaction with students;
recruitment possibility; heightened on-campus awareness; intersects with corporate need, interest or
marketing objective. Depending upon the event, you can offer a company sponsorship benefits which
include recognition in promotional materials; recognition on site at event; opportunities to participate –
including sending representatives or distributing corporate materials.

Prospecting:
To research and identify potential corporate sponsors, use a variety of search methods including online
databases such as Hoover’s and the Foundation Center’s Foundation Directory Online that can be
accessed through the Yale University Library, corporate websites, and analyzing funders of peer student
clubs.
• Proquest/Hoover’s
• Foundation Center
• Guidestar

Developing the Prospect List:

• Identify companies/organizations that:
– Supported your club in the past
– Are industry related
– Recruit at SOM
– Have alumni contact
– Have corporate interest in topic, even if it is not the primary business of the company
– Fund similar clubs at other business schools, or similar programs in the field

All prospect lists and sponsorship materials must be approved by the Yale SOM CFR office before
any solicitations can happen, and solicitation of SOM and Yale alumni as individuals is not
permitted. Allow one week for review of prospect lists and proposals.

Solicitation and Stewardship:

• Mass mailings rarely work – make contacts and personalize solicitations
• Thank the donor upon receipt of commitment
• Involve in event and keep informed of progress
• Acknowledge at event
• Send letter after the event thanking for sponsorship support and providing short recap of success
of event
• Send copies of all correspondence to CFR Office
Yale SOM CFR Contact Information:

Adrienne Gallagher
Director of Institutional Partnerships
Email: adrienne.gallagher@yale.edu
Phone: 203-432-0207
 SAMPLE TIMELINE

6 Months prior to Event

Meet with AASL to review event; Develop a list of potential sponsors; Draft conference
solicitation letter and proposal; Determine sponsorship levels/benefits; Review materials with
AASL.

6 Months prior to Event

Forward sponsorship materials and prospect list to CFR office to review solicitation plan and
receive approval; Allow one week for review of materials; All prospect lists must be approved
by the CFR office

5 Months prior to Event

Solicit Sponsors (Remember – you must send the Prospect List and the Solicitation Letter drafts
to the CFR office for approval)

4 Months prior to Event

Follow-up solicitations and confirm participation

2-3 Months prior to Event

Work with Corporate Sponsors on delivery of benefits, including how they want their name
listed on materials; securing high definition company logo for publication use; confirming their
conference attendance; and invoicing for payment (sample template attached).

1 Month prior to Event

Finalize list of sponsors; Continue following up with payments and delivery of benefits

Day of Event
Ensure all “day of” benefits are fulfilled; Act as Event contact for sponsor companies, etc.

2 Weeks post-Event
Send Thank You Note to Sponsors with brief report on success of event (with copies to the CFR
Office); Follow up on unpaid commitments
 SOLICITATION LETTER OUTLINE

1. Introduction of your organization and project as a part of the Yale School of

Management
• i.e. "On behalf of the students, faculty, and staff at the Yale School of Management
and the (conference name), we would like to request your important participation as a
sponsor of this year's conference. This student-run conference will be held at Yale on
(date). The program's purpose/theme for this year is…."

2. Specific details on what you are asking for and how the donation money will be used
for the objectives of the club/conference and the project/event.
• i.e. "We are asking (company name) for a sponsorship contribution of $XX,XXX. As
a sponsor, you will be included in all of our conference publications and signage as
well as our website (include website address).

3. Explain why this is a good opportunity for the corporation

• Interaction with students
• Recruitment possibility
• Heightened on-campus awareness

4. Call to action
• i.e. "Thank you for your consideration. One of our committee members (give
specific name) will be in touch with you next week. If you have any questions in the
meantime please call…

The SOM CFR Office must approve all solicitation letters/proposals and prospect lists.
 SAMPLE SOLICITATION LETTER

DATE

NAME
TITLE
COMPANY
ADDRESS
CITY, STATE ZIP

Dear NAME:

As chair of the 2010 Yale XYZ Conference, I am writing to request COMPANY’s important
participation in this year’s conference at the Yale School of Management. The Yale XYZ Conference will
focus on THEME/TITLE and will be held on DATE at LOCATION.

Building upon the success of last year’s Conference, the 2010 Conference will explore SHORT
CONFERENCE DESCRIPTION. We expect over 100 Yale students, alumni and members of the
BUSINESS community to participate either as speakers or attendees. Our keynote speaker will be
NAME, TITLE of COMPANY.

It is our pleasure to invite COMPANY to be a sponsor of this dynamic conference with a $X,XXX
contribution. As a sponsor at the LEVEL level, your company would receive visibility among the Yale
and BUSINESS community through inclusion of COMPANY’s name and logo on all Conference
promotional materials and recognition at the event.

I have attached a brief description of the XYZ Conference for your review, as well as a list of the
sponsorship opportunities available and the benefits associated with each level. I will contact you next
week to discuss this opportunity in greater detail. In the meantime, if you have any questions, please feel
free to contact me at PHONE or EMAIL.

We would be honored to have COMPANY support the 2010 XYZ Conference as a LEVEL Sponsor.
On behalf of the Yale School of Management and the XYZ Conference Planning Committee, I thank you
for your time and consideration.

Sincerely,

NAME
TITLE
CONFERENCE NAME/STUDENT CLUB
PHONE
EMAIL
WEBSITE
 SAMPLE SPONSORSHIP LEVELS
Yale School of Management
2010 XYZ Conference
EVENT TITLE
SPONSORSHIP OPPORTUNITIES

Short event description, including topic, date, location. Description of event topic and activities, keynote
speakers/panelist/special guests. Anticipated number of attendees and constituencies represented (i.e.:
students, distinguished academics, policy-makers and practitioners).

With a mission to educate leaders for business and society, the Yale School of Management is
revolutionizing management education. By supporting the conference, sponsors will have the opportunity
to develop a relationship with Yale SOM and gain visibility among SOM’s students and faculty. We will
work closely with you to develop a sponsorship package that meets your corporate marketing objectives.

PLATINUM  $ 10,000
• Verbal recognition during conference opening and closing remarks
• Corporate signage at event
• Opportunity for company speakers to participate in conference panels (as available)
• Opportunity to invite up to ten corporate guests to the conference
• Opportunity to set up company information table
• Prominent company name and logo display in all marketing and day-of-event materials
including brochures, mailers, emails, etc.
• Full page corporate display in conference brochure
• Prominent display of company name and logo on conference website
• Prominent display of company logo on conference sponsorship banner
• Opportunity to send promotional materials to be handed out to attendees

GOLD  $ 5,000
• Verbal recognition during conference opening and closing remarks
• Corporate signage at event
• Opportunity for a company speaker to participate in a conference panel (as available)
• Opportunity to invite up to five corporate guests to the conference
• Preferred display of company name and logo in marketing and day-of-event materials
including brochures, mailers, emails, etc.
• Half-page corporate display in conference brochure
• Preferred display of company name and logo on conference website
• Preferred display of company logo on conference sponsorship banner
• Opportunity to send promotional materials to be handed out to attendees

SILVER  $ 2,500
• Verbal recognition during conference opening and closing remarks
• Corporate signage at event
• Opportunity to invite up to three corporate guests to the conference
• Display of company name and logo in marketing and day-of-event materials including
brochures, mailers, emails, etc.
 • Quarter-page corporate display in conference brochure
• Display of company name and logo on conference website
• Display of company logo on conference sponsorship banner
• Opportunity to send promotional materials to be handed out to attendees

To market the conference we plan on sending promotional materials to approximately NUMBER area
business leaders and Yale SOM alumni. In addition, all communications will be sent to the more than
NUMBER Yale SOM students and faculty members.

Student Club Description

Information:
For more information regarding sponsorship or the conference in general, please contact:
NAME
TITLE
CONFERENCE NAME/STUDENT CLUB
PHONE
EMAIL
WEBSITE
 SAMPLE SHORT PROPOSAL

WOMEN IN MANAGEMENT
Navigating the Path Ahead:
Strategies for Finding a Work/Life Balance That’s Right for You

On February 23, 2007, the Women in Management student club of the Yale School of
Management (SOM) will present Navigating the Path Ahead: Strategies for Finding a Work/Life
Balance That’s Right for You, a half-day symposium held at the Quinnipiack Club in New
Haven, CT.

The program will allow the more than 50 participants to take a morning to put work and studies
aside, sit down with members of the SOM community (students, alumni and faculty), and talk
about the wonderful and challenging realities of composing a full, meaningful life while tackling
the demands that come with being a busy professional.

The agenda for the program includes a keynote presentation and two panel sessions. Connie
Gersick, Visiting Scholar in Organizational Behavior at SOM, will give the opening keynote
speech that will be followed by an interactive discussion. Connie studies the strategies used by
professionals to create balance in their lives and received her Ph.D. from Yale University. The
two panels, moderated by Amy Wrzesniewski, Associate Professor of Organizational Behavior
at SOM, will feature SOM alumni who will offer their perspectives as busy professionals, active
volunteers, spouses/partners, and parents. The panelists will speak honestly about their approach
to negotiating the terrain of work, home, and life on a daily basis. Through these discussions
attendees will learn practical strategies that they can apply to their lifestyle and achieve work/life
balance throughout their career.

The Women in Management club will promote this event to the entire SOM community and
SOM students will be encouraged to attend. The sponsor will be recognized at the event and in
the marketing for the symposium, which will include announcements in SOM student, faculty
and staff e-newsletters and on the SOM website.

The Women in Management (WIM) student club was founded as a means to unite women in the
SOM community. WIM builds networks and hosts events to cultivate the professional, academic,
and social interests of women in business. Through these activities, WIM addresses many of the
challenges that women in management face, and creates opportunities for women to develop a
network of business mentors and contacts in the Yale community and in industries across
sectors.
 SAMPLE SPONSORSHIP BUDGET
Yale School of Management
2010 XYZ Conference
EVENT TITLE
BUDGET

EXPENSES
Operations
Facility Rental
Projection/Sound systems
Equipment

Marketing/Advertising
Flyers
Banners
Posters
Conference brochure/materials

Speakers
Travel
Lodging

Catering and Beverages

Supplies
Conference supplies, i.e.: name badges
Gifts
Phone
Postage

Other Expenses

TOTAL EXPENSES:

INCOME
Registration Fees

Yale SOM Student Government

Sponsorship Commitments Received

TOTAL INCOME:

Request to COMPANY
COMPANY CONTACT PHONE EMAIL ADDRESS SOM CFR DATE AMOUNT RESPONSE/ COMMENTS/
NAME/ APPROVED SOLICITED REQUESTED STATUS EXPLANATION
TITLE
PROSPECT TRACKING SHEET
INVOICE

DATE

Contact Information
Company
Address
City, State Zip

Event:

Sponsorship Amount: $XXX

Event Date:

Please make check payable to Yale University. Please include a copy of this invoice
with your contribution and/or write the event name in the memo portion of the check.

Mail to: Adrienne Gallagher

Director of Institutional Partnerships
Yale School of Management
P.O. Box 208200
New Haven, CT 06520-8200
(203) 432-0207
adrienne.gallagher@yale.edu

Yale University Federal Employer Identification Number: 06-0646973

 THANK YOU TEMPLATE

Template for a formal thank you letter on Yale SOM/or Student Club Letterhead

[Date]

[Contact Name]
[Sponsor’s Address]

Dear Mr./Ms. [last name]:

It is with great pleasure that I write to thank [Organization Name] for its generous
contribution of $X,XXX in support of ABC Club’s [Title of Event] at the Yale School of
Management on [Date]. [Acknowledge any non-financial participation – program content
development, sponsor’s introduction/kick-off of event, connections made to others in the
industry, involvement in getting other organizations/individuals to participate]. Because of
your support, the event was quite a success!

Briefly describe event and successful achievements:

• Goals achieved
• Number of student participants/overall attendees
• Convey the tenor of the event – i.e. creating buzz, electric, thoughtful, exciting
• Share any specifics from the event – the conference provided an important forum to
discuss global warming…with leading experts…
• How event’s impact may benefit the sponsor – i.e. newfound interest in sponsor’s
firm or industry]
• Provide information on how and where the company was recognized, and who they
reached – included on website, email newsletters reaching 200 people, posters, etc.

[If necessary: I’ve attached an invoice…]

On behalf of the members of the Yale SOM ABC Club, we truly appreciate your support for
our mission to enable students and professionals to create positive social change through
business. We look forward to continuing this important partnership between XXX and the
SOM ABC Club.

Sincerely,
[Name of Event Chair/Club Leader, SOM Class Year]