Class of 1977 Whole Damn Team. Excellence in Service to the Virginia Military Institute The VMI...

Class of 1977Whole Damn Team

Excellence in Service to theVirginia Military Institute

The VMI Alumni AssociationVMI Foundation Inc.VMI Keydet ClubVMI Development Board

CLASS OF 197725th Reunion Fund Committee Meeting

May 4, 2002

AGENDAI. Welcome

II. The Future of the InstituteA. Current OverviewB. Future Opportunities

"Reveille: A Call to Excel"

III. Reunion FundsA. 25th Reunion Fund HistoryB. Methods of Giving

IV. Class of 1977 Reunion Fund Campaign

A. Chairmen's RemarksB. Plan

1. Goals2. Letters/Personal Contacts3. Schedule4. Discussion and Assignments

V. Closing Comments

VMI BudgetAll Sources Of Revenue

2001-02

Tuition, Fees, and UniformCost Comparison

VMIState Assistance vs. Tuition

VMI Alumni Association Board

Elected by Alumni

to aid in the promotion of the Institute

Alumni Affairs

New Cadet Recruiting

Alumni Review

As individual members (shareholders) elects

Boards of Foundation, Keydet Club and Development Board

VMI Foundation

Provides annual support to the Alumni

Association and BOV

Raises unrestricted non-athletic

endowment

Raises restricted endowment

Manages assets

VMI Keydet Club

Raises annual money

for athletic

scholarships

Raises endowment

for athletic

scholarships

Raises money for

athletic capital projects

VMI Development Board

Coordinates development

and fundraising efforts for

VMI

Receives endowment which

can be used for academic

or athletic purposes

Receives gifts for the Athletic Operation Fund (AOF)

Endowment GrowthVMI Alumni Agencies

The VMI Endowment ReportA Snapshot of the VMI Spirit

December 31, 2001

Total Aid to VMIFY '96 - FY '03

Assistance to the Corps

Financial AidNeedMeritSpecified

Faculty AssistanceProfessorial ChairsDepartmental Funds

AthleticsScholarshipsOperational Funds

OtherTechnologyEquipment

25th Reunion Fund

PurposeParticipationIncrease Support

StructureChairmenCommitteeTiming

ƒ 1 July 1997 - Credit Beginsƒ FY '02 - FY '08

ƒ 28 Sept - Presentation, Reunion Weekend

ƒ Dec. 2002 - Campaign Ends

Qualifying GiftsAll Contributions

ƒ Annual Giving / Endowmentƒ Alumniƒ Matching Giftsƒ Friends

HISTORY OF 25th REUNION FUNDS

1973 - 1976

Cash

Stock

CREDIT CARD

1234 5678 90121234 5678 9012VALID FROM GOOD THRU

XX/XX/XX XX/XX/XX

PAUL FISCHER

XX/XX/XX XX/XX/XX

PAUL FISCHER

Real Estate

Current Gifts

Cash vs. Securities

Assumptions: 36% income tax bracket 20% capital gains tax rate $4,000 cost basis in stock

Cash Stock

Gift $10,000 $10,000

Income Tax Savings $ 3,600 $ 3,600Capital Gains Tax Savings $ ---- $ 1,200

Cost of Gift $ 6,400 $ 5,200

Deferred Gifts

BequestLife InsuranceVMI Endowment Growth FundLife Income Gifts

25TH REUNION FUNDGift Pyramid

25TH REUNION FUNDGift Giving Pyramid

CLASS OF 197725TH REUNION FUND

SCHEDULEMay 4,2002 Committee MeetingMay Committee Members Make Pledges

June 1 First Letter to Class Announcing Reunion Fund (Follow-up by Committee)

June 20 Letter With Pledge Form (Follow-up by

Committee)July "Big Toot" Letter (Follow-up by Committee)

August "Little Toot" Letter (Follow-up as Needed)

September "Shake-a-Leg" Letter (Follow-up as Needed)

September 27-29 25th ReunionOct-Nov Final LetterDecember Close Campaign

COMMITTEE MEMBERS ARE REQUESTED TO:

Make a personal commitment for our Reunion FundContact Brother Rats, either by telephone or in person:

Encourage attendance at our ReunionExplain Reunion Fund programAnswer questionsAsk for commitments

Follow-up as necessary.

Foundation office will notify you of commitments by those on your list.