REUNION GIVING VOLUNTEER MANUAL 2012 HOMECOMING & REUNION WEEKEND OCTOBER 4-6, 2012 TABLE OF CONTENTS WELCOME & THANK YOU...............................................................................................................3 HOMECOMING & REUNION OVERVIEW ..........................................................................................4 VOLUNTEER CONFIDENTIALITY AGREEMENT ...............................................................................4 HOMECOMING & REUNION TENTATIVE SCHEDULE ......................................................................5 REUNION COMMITTEE OVERVIEW .................................................................................................6 THE SOLICITATION PROCESS..........................................................................................................8 SUPPORTING LAKE FOREST COLLEGE .........................................................................................11 REUNION TIMELINE ......................................................................................................................13 CONTACT INFORMATION ..............................................................................................................14 RESOURCES....................................................................................................................................15 2 WELCOME & THANK YOU Dear Reunion Committee Member, Thank you for agreeing to serve on the Reunion Committee for your 2012 class reunion. Reunions are milestones- a time for alumni to commemorate their place in Lake Forest College’s history, reflect on what the College meant to them and reconnect with classmates. Reunion celebrations are also a time to give back to the place that has given you so much. The class giving effort offers opportunities so each individual can make a commitment to Lake Forest College that is personally meaningful and supports the class effort. Every Forester is essential to the future of the College! The following pages outline important information to help you develop and execute a successful Reunion effort. Included in this training manual you will find volunteer responsibilities, a reunion timeline and solicitation strategies and tips to help you get started. Thank you again for your commitment to Lake Forest College. Your time and resources will ensure a fabulous Reunion weekend and increase philanthropic support. Warm regards, Tim Timothy State '93 Associate Vice President of Alumni Programs 3 HOMECOMING & REUNION WEEKEND OVERVIEW Homecoming and Reunions Weekend celebrates the past, present, and future of Lake Forest College, and reaffirms the idea that we all – students, alumni, families, faculty, and staff – are members of our Forester community forever. It provides opportunities for uniting with friends, networking, exploring the campus, forging new relationships and celebrating the College. Events during Reunions connect alumni, families, students, faculty, and staff, and provide the opportunity for all members of our Forester community to engage with each other while demonstrating their pride in the College. The Reunions Program is designed for alumni to celebrate their 5th to 50th Reunions during Homecoming Weekend. The Annual and Reunion Giving Office manages the fundraising effort for the ten reunion classes. Staff within the fundraising department recruit and oversee the Reunion Giving Committees. The Alumni Office facilitates all of the logistics of the Homecoming and Reunion Weekend including registration and planning all the events. Homecoming Goals: 1. Provide opportunities for Foresters to demonstrate their pride in our community through participation and celebration. 2. Showcase the accomplishments of our community members. 3. All segments of our community will connect with each other in meaningful ways. 4. Alumni will reaffirm their engagement with and commitment to Lake Forest College. 5. Provide opportunities for Lake Forest residents to engage with Lake Forest College. VOLUNTEER CONFIDENTIALITY AGREEMENT Volunteers serve as an extension of Lake Forest College. As such, you are provided information that is confidential. Volunteers should take every effort to protect the information they are provided. It is only to be used within the spirit with which it is shared. Volunteers should not share information from the Class Lists and should not use the information for their own business purposes. When using email, volunteers should remember email etiquette and send individual personalized emails or always use BCC. If you have any questions about this agreement, contact the Annual and Reunion Giving Office at 847-735-6176. 4 HOMECOMING & REUNION TENTATIVE SCHEDULE Reunions are just one component of Homecoming Weekend. Here is an overview of what is tentatively scheduled for Homecoming 2012. With so much to do, you’ll want to encourage your classmates to enjoy the entire weekend, not just your reunion. THURSDAY, OCTOBER 4, 2012 Registration begins Speed Networking Bob Amaden Golf Classic – A day of golf in honor of long-time admissions and alumni director Bob Amaden, who has meant so much to our community Evening Keynote Speaker– “Superfreakonomics”, Steven Levitt, best-selling co-author of Freakonomics and Superfreakonomics, filmmaker, and New York Times blogger. Previous speakers include award-winning New York Times columnist Thomas L. Friedman and Abraham Lincoln scholar James McPherson. FRIDAY, OCTOBER 5, 2012 Forester Symposium – faculty and student sessions for alumni, parents, and friends o o Presentation of the Trustee Award for Teaching Excellence and Campus Leadership Campus Walking Tours Boomer’s Bash – Alumni, students, faculty, staff, and friends Class Gatherings SATURDAY, OCTOBER 6, 2012 Athletic Hall of Fame Induction Ceremony – Honoring our Forester Greats Lake Forest architectural tours Homecoming parade Family Carnival – fun for the little ones Forester Fare Family Picnic lunch Football game Reunion Reception Events and schedule subject to change. Updates will be posted frequently on the Homecoming 2012 Web site at www.lakeforest.edu/homecoming starting in late-Fall 2011. 5 REUNION EVENTS CLASS GATHERINGS Boomer’s Bash is hosted Friday afternoon on campus to officially kick-off the weekend. This is a fun occasion when students, faculty, staff, and alumni all come together. Following this event, Class Gatherings will take place. Reunion Committees should attend and encourage their classmates to attend and meet at this gathering. REUNION RECEPTION AND AWARDS The Reunion Reception and Awards on Saturday evening is coordinated by the Office of Alumni and Parent Relations. All reunions are invited and strongly encouraged to participate. By combining the reunions into one event, the College greatly enhances the experience for all celebrating their reunion at an affordable price. The evening includes an open bar cocktail reception, presentation of the Alumni Board Awards and Class Reunion Giving Efforts. The Reunion Committee does not need to arrange for the evening; however, each Reunion Committee should attend and encourage their classmates to attend this gathering. Many alums report that the Saturday Reunion Reception is the highlight of the weekend. EVENT PRICING The College wants to make the weekend affordable. To that end, the following packages are available: Homecoming Pass $12 includes Academic Festival; All-College Happy Hour; and all Saturday events: Forester Fare Lunch ($10), Family Carnival, Tailgating, Parade, Athletic Hall of Fame Induction Ceremony, Campus Tours, Football Game ($5), and Other Sporting Events. (Pass is $7.50 for children grades 1-12). Does not include individual class gathering events. Class Gatherings Cash bar, complimentary appetizers All-College Reunion Reception TBD 6 Bob Amaden Golf Classic $75, includes 18 holes and shared golf cart Reunion Volunteers will be given priority pre-registration for all events and will receive a pre-registration discount to thank them for their efforts and hard work. The prices listed are for Homecoming 2011 and prices for Homecoming 2012 are subject to change. Updates will be posted frequently on the Homecoming 2012 Web site at www.lakeforest.edu/homecoming starting in late-Fall 2011. 7 REUNION COMMITTEE OVERVIEW VOLUNTEER RESPONSIBILITIES Reunion Committees will be formed for every class and will ideally be comprised of 5-15 alumni per class. Below are the roles for the Chair and Committee members. REUNION CHAIR Make a personal leadership gift commitment Recruit Giving Committee Volunteers Attend, by phone, Volunteer Training Workshop Assist with goal setting (dollars and participation) Identify and solicit leadership prospects Serve as liaison between the committee and staff Assist in creating messages and lend signature to class solicitations Keep committee on target for reaching class goals Assume responsibilities of Giving Committee members as outlined below REUNION COMMITTEE Make a personal leadership gift commitment Attend, by phone, Volunteer Training Workshop Review prospect lists Solicit 5-10 classmates for a reunion gift Lend name to general effort Promote attendance at Reunions Update your Reunion Giving Liaison on the progress of your calls Educate yourself about Reunions Weekend and supporting Lake Forest College Your Chair/Co‐Chairs and staff Reunion Liaison will provide regular communication throughout the year about the Reunion effort. We will provide you with class lists, donor lists, giving history, and other reports as needed. Email will be used as much as possible. If you have not given us your email address, cellphone and new address information, please do so as soon as possible. 8 REUNION GOALS The Chair/Co‐Chairs and the Annual and Reunion Giving Office will set goals for each class. Each class will have a dollar and giving participation goal. Goals will be based on class giving history, capacity, and past reunion results. To achieve these goals each classmate will be asked to consider a multi‐year commitment or an outright donation. Classes will be recognized for the highest dollars raised and highest class participation. We believe that goodnatured competition among classes is positive, and that it contributes to strong class unity, increased reunion attendance, and increased giving to the College. All awards will be announced during Homecoming and Reunions Weekend at the Saturday Reunion Dinner, Awards, and Dance. Classes should anticipate about a 10% event participation rate for Homecoming Weekend, but through pro-active outreach efforts, some classes have seen weekend participation rates as high as 25%. The more you are excited about the weekend and the College, the easier it will be to achieve all goals. IDENTIFYING AND CONTACTING CLASSMATES You will be asked to identify 5-10 classmates whom you feel comfortable contacting and soliciting for a reunion gift. These classmates might be from your group of close friends, first year residence hall, athletic team or various other organizations to which you belonged. Once the Committee members have identified their contacts, your Reunion Liaison will make sure there is no overlap and confirm final assignments. Reaching out to people you had no intention of losing touch with can be awkward, but you’ll quickly find it a great deal of fun. Keep in mind that you’re not alone—staying in touch is a two-way street, so push through the initial nerves and pick up the phone or send the e-mail. These are normal anxieties, but once you put the past in the past, it is only good times ahead. One way to start your conversation: “This is Jim Forester from Lake Forest College Class of 1979. You may or may not remember me.” Feel free to contact the staff if you’re not sure how to get started. Once you do, though, you’ll look forward to each conversation. REUNION CONTACT REPORT You will be asked to submit a summary of your reunion calls. Your report may be by telephone or email. The Lake Forest College staff member assigned to your class will compile the information and keep a master summary for the entire Committee. 9 THE SOLICITATION PROCESS BEFORE BEGINNING YOUR SOLICITATION Make your own commitment first You will be a more credible solicitor if you consider your own gift or pledge before asking anyone else for one. It is difficult to convince others to do something when you have not yet convinced yourself. Once you have made your own commitment and have thought about why Lake Forest College is important to you and deserving of alumni support, you can use this reasoning with others. If possible, please make your gift before December 31, 2011 to serve as an example for your classmates to follow. Don’t forget to mark your calendar and plan on celebrating what you accomplish at Homecoming. Read your Volunteer Training Manual Please read through this volunteer manual! Learn about the Reunion Giving effort and the College’s financial picture and need for financial support. Select your reunion assignments Soon after joining the committee, you will be asked to select your reunion assignments using an excel spreadsheet of classmates for you to review. Please select 5-10 classmates you would like to contact. Think about the classmates you have chosen What might they remember fondly from their days at Lake Forest College? What information will be compelling to them in terms of giving to the College? How might they be persuaded to stretch and consider making a larger gift or pledge than they have in the past? . 10 DURING THE SOLICITATION Do your best to personally reach each of your assigned classmates. Although you could leave a message asking him or her to make a gift, that approach might circumvent the personal connections between you and your classmate. If you have tried several times to call someone, drop a note, leave a message, or send an email asking them to call you back. Establish rapport Establish a rapport; build on past connections and activities. Thank the donor for his or her past support. Enjoy the chance to have a conversation with someone you know well or not so well about a place and time you both know well. We hear from volunteers that simply starting the conversation with, “You may or may not remember me,” often sparks great memories and our alumni quickly come to love making these calls. Explain your mission Tell your classmates that you are a Reunion Committee volunteer and are making a number of personal solicitations to help the class renew its support of the College. Emphasize the fact that reunions are important milestones, and a great time for celebrating and renewing Forester ties. For instance: In honor of our reunion, we are hoping to make a significant class gift to the College. The College sees each gift – no matter the size – as a vote of support, and we want Lake Forest College to know that our class supports of the College’s efforts in higher education. Make the case for support Gifts to all areas of the College count toward class reunion totals. Encourage your classmates to support at a level that is personally meaningful to them. Above all, be positive and let your enthusiasm show. Talk about why you give and are serving as a volunteer. Remember to listen Give the alumnus a chance to consider your request, ask questions, and provide feedback. If you are asked a question you cannot answer it is fine to say you will look into the matter and get an answer. Closing the gift YES: If a classmate agrees to support the College there are several ways to confirm the gift. Ask the donor to confirm the amount, designation, and payment schedule of the gift or pledge in an email and forward it to your Reunion Liaison to process it. Direct them to give online by following up with an email that summarizes your call and provides the online giving link: www.lakeforest.edu/makeagift. Accept a verbal pledge and relay the amount and designation to your Reunion Liaison, who will follow up to officially process the gift or pledge. If the classmate is not comfortable discussing specific gift information with you, offer to have a Reunion Liaison contact them to discuss their personal situation in confidence. 11 MAYBE: It is not unusual for someone to want time to think carefully before committing to a gift. Agree on the follow-up and ask if you can call again in a week or two. NO: Thank the classmate for their time and consideration, and express the hope that they will consider a gift at another point in time. AFTER YOUR SOLICITATIONS Update your Reunion Liaison with progress and results By phone or email, update your Reunion Liaison the date of your contact, his or her response, any gift commitment they made, follow up needed, and any other pertinent information. Send a Thank You No matter what the response, please consider sending a personal thank you note or email. And remind them of the dates for homecoming: October 4-6, 2012. Keep discussions confidential Making a charitable gift is a personal decision and may involve discussion of a classmate’s financial situation. It is essential that we treat sensitive information with respect. A note about other callers Development officers may make a special effort to engage our alumni who will be celebrating reunions. They facilitate gift discussions. Student callers will call former donors throughout the year. If a classmate has already been called by a development officer or a student, simply thank them for their support and remind them that they have contributed to the class total. 12 SUPPORTING LAKE FOREST COLLEGE REUNION GIVING EFFORT The highest priority for reunion giving is the Annual Fund which helps to keep the College running smoothly and moving steadily forward. Annual Fund support provides the College with a core foundation of financial stability, and allows us the flexibility to direct funding to where our needs are greatest. It supports such essentials as: Scholarships for the many students who have financial need; Faculty research and teaching innovations so our professors can remain leaders in their academic disciplines and their classrooms; Targeted support for individual academic departments or administrative programs; Computer equipment and software; Heat and electricity for campus buildings, and other infrastructural support; and Still other operating areas. FUNDING A GIFT Checks Checks should be made payable to the Fund for Lake Forest College and mailed to: Lake Forest College Office of Development and Alumni Relations 555 N. Sheridan Road Lake Forest, IL 60045-2338 Credit Cards Lake Forest Collge accepts the following major credit cards: American Express, MasterCard, Visa, and Discover. Credit card gifts may be made online at www.lakeforest.edu/makeafgift, or by calling the Annual and Reunion Giving Office at (800) LFC-ALUM. Matching Gifts Many companies will match your gift to the College, thereby doubling or sometimes tripling your contribution. To see if a donation may be potentially matched by an employer, go to http://www.lakeforest.edu/giving/ways/match.php. Or go to www.LakeForest.edu and click: giving > annual fund > matching gifts. 13 Stock Gifts Stocks, bonds, mutual funds, and other securities that you have owned for more than one year, and are worth more today than when originally purchased, make convenient Annual Fund gifts, and provide you with welcome tax benefits as well. Moreover, gifts of stocks allow you to preserve your cash while still reaping the tax benefits of giving to Lake Forest. To make a gift of securities: Call your broker to request a stock transfer, explain the kind of stock and the number of shares to be transferred. Provide the following information to your broker: Transfer to William Blair & Company c/o Lori Hansen, (312) 364-8645 Number: 771 Lake Forest’s Account Number: 156 532 6715 Lake Forest’s Tax ID Number: 36 216 7770 The broker must identify you as the donor on the DTC (data transfer code) instructions. Per IRS regulations, the gift date is determined to be the date on which the donor irrevocably surrenders control of the stock. This is accomplished only when the stock is transferred into a Lake Forest College account. For transfers to William Blair, any stock gifts received after 4:00 p.m. central time may be dated and valued the next business day.It is the Colleges intent to sell securities when received. 14 REUNION GIVING TIMELINE November 2011 Identify Reunion Giving Co-Chairs Send letter from Co-Chairs to potential Giving Committee volunteers December2011-January 2012 Recruit Giving Committee volunteers Set class dollar and participation goals Committee members make gift or pledge by December 31st February 2012 Volunteer Training Workshop – conference call Review class lists and identify leadership prospects Set committee conference calls March-April 2012 Mail Fall Solicitation Letters and Save The Date Determine committee calling assignments Begin committee calls to classmates May 2012 Continue committee calls to non-donors Send end of fiscal year email solicitation June 2012 Continue committee calls to non-donors Alumni Association mails registration materials July - September, 2012 Send targeted summer email solicitations Continue committee calls to non-donors Homecoming brochures mailed Pre Registration opens Registration opens “What’s Next” Training October 2012 Homecoming and Reunions Weekend – October 4-6, 2012 Announce class winners of dollars and donors Send final email solicitation to non-donors November 2012 Email Reunion Classes 2012 final results 15 CONTACT INFORMATION STAFF CONTACTS Maria Siezar ’08, Alumni Programs Assistant (Reunion Liaison) Siezar@lakeforest.edu, 847-735-6025 Suzanne Zeddies Nyren ’73, P’99, P’03, Senior Director, Alumni Relations nyren@lakeforest.edu, 847-735-6025 Timothy State ’93, Associate Vice President of Alumni Programs state@lakeforest.edu, 847-735-6025 Will Pittinos ’06, Web Content Manager pittinos@lakeforest.edu, 847-735-6025 GENERAL CONTACT INFORMATION Lake Forest College, Office of Annual and Reunion Giving 555 N. Sheridan Road Lake Forest, IL 60045-2338 800-LFC-ALUM, 847-735-6176, Fax: 847-735-6272 REUNION STAFF LIAISONS BY REUNION CLASS 1962 1967 1972 1977 1982 1987 1992 1997 2002 2007 Suzanne Zeddies Nyren’73 Maria Siezar ’08 Suzanne Zeddies Nyren’73 Maria Siezar ’08 Maria Siezar ’08 Suzanne Zeddies Nyren’73 Tim State ’93 Suzanne Zeddies Nyren’73 Maria Siezar ’08 Maria Siezar ’08 16 RESOURCES CLASS LISTS Your staff reunion liaison will provide each committee member with a Class List containing all alumni who were classified as a member of your class for at least a semester. You may find some names that no one on the committee recognizes. These alums were usually students who transferred out after a short period, but should be contacted nonetheless. In some cases, you will notices names that are missing. This happens because a classmate graduated early or late, the College cannot find an alum, or because some alums have specifically requested that they not be contacted. Additionally, if you have information about a “lost” alum and you are comfortable sharing, please call the Alumni Relations office. Class Lists contain confidential information and is to be used exclusively for class reunion purposes. Please do not share the list with anyone. If a classmate requests information on another classmate, offer to send that person’s information to the other alum instead. Please refrain from using the Class List for marketing purposes of your own business. When sending emails, it is always best to send individual personal emails, even if you send the same email 20 times to different people. In the rare instance where you may need to send a group email, please use email etiquette and use BCC to respect the privacy of your classmates and their email addresses. FACEBOOK Facebook pages have been created for each reunion class. Facebook can be a great way to build enthusiasm for your reunion and allows you to post pictures and share information easily, but should not replace personal one-on-one connections (i.e., phone calls). 17