Caltech Office of Annual & Special Gifts 2004 -2005 Caltech Reunion Class Gift Program

Caltech Office of Annual & Special Gifts

2004 -2005 Caltech ReunionClass Gift Program

2004-2005 Caltech ReunionClass Gift Program

Successes and Failures Those classes with Reunion Class Chairs succeed in meeting or exceeding fiscal goals

Those without don’t succeed as well

Examples:

Class of 1954 – Reinaldo Gutierrez Class Chair

Class of 1984 – No Class Chair

Results:

1954: $80,385

1984: $22,001 ($10,000 from a single gift)


Best Practices Last Year

Personalized Direct Mail

Tailor collateral materials to

reflect the era and character of your

fellow classmates

Establish a theme or idea for

Solicitations that speaks to the

Other members of the class

(see example David Peisner)


2003-2004 Reunion Class Chairs

1944 John Rempel 1949 Richard Morgan 1954 Reinaldo Gutierrez 1959 Richard Montgomery 1964 Richard Burgess 1969 (Deputy Chair CAFAC 1974 David Peisner – CD – ROM Project 1979 (Deputy Chair CAFAC) 1989 Cameron Campbell 1994 Joan-Marie Gimbel 1999 (Deputy Chair CAFAC)


03-04 Reunion Results 1944 $40,035 Donors (70) 55.12% 1949 $32,921 Donors (65) 46.43% 1954 $80,385 Donors (59) 70.24% 1959 $14,404 Donors (57) 48.31% 1964 $46,075 Donors (69) 47.26% 1969 $20,075 Donors (60) 44.12% 1974 $32,001 Donors (69) 39.88% 1979 $16,975 Donors (45) 26.32% 1984 $22,001 Donors (39) 20.63% 1989 $7,250 Donors (39) 18.31% 1994 $7,095 Donors (42) 23.33% 1999 $7,700 Donors (15) 8.15%_________________________________________________________________

9.6% increase in gifts / 68.5% increase in dollars


$43,000

$44,000

$45,000

$46,000

$47,000

$48,000

$49,000

$50,000

$51,000

1st Qtr 02-03 1st Qtr '03-'04'

Dollars


0

50

100

150

200

250

1st Qtr'02-'03

2ndQt'03-'04

Change+26.9%

Donors


2005 Reunion Classes and Gift Chairs

1970 Michael Stefanko & Ken Fong

1940 John Keyser 1975 1945 Don Duncan 1980 TBD 1950 TBD 1985 Paul Graven 1955 Edward Boughton 1990 TBD 1960 TBD 1995 Michael Coward 1965 William Pence 2000 TBD


Class Dollars Donors

19401945

$30,000$45,000

6065

19501955

$50,000$85,000

7075

19601965

$50,000$90,000

7585

Reunion Objectives

Exceed Fiscal Goals

Increase Donors and Dollars

Increase Participation

Build Foundation for Program

19701975

$50,000$40,000

9090

19801985

$35,000$25,000

7065

19901995

$18,000$10,000

4535

2000 $7,000 25

Totals $535,000

850


The PlanUtilize all available methods of communication to reach Reunion Alumni:

Direct Mail Personalized by class year and reflecting the current progress and tone

appropriate to each class year’s era Email Solicitation

To complement DM program and also to provide updates and solicit feedback by alumni.

Volunteer Calling Class volunteers to work with Reunion Gift Chairs to solicit fellow classmates by

region and or house affiliation or personal connection. Student House Appeal

A member of each of the houses in a Reunion year to email fellow house members to encourage their participation in Reunion efforts

Student Phone Program The SPP will focus on personalizing appeals and improving the total of the

reachable alumni base


The Plan Personalized visits to Reunion alumni by members of Alumni

Fund staff Matching Challenges – inspire classmates to donate

Determine matching gift amount for your class (ex. $50) Select leadership donor from the class capable of making a

matching gift equal to the amount of all gifts made up to a certain level (ex. $5,000)

Implementation of “Dual Ask” program with potential major gift leadership donors; attend visits with members of PMG staff

Make ask to support Reunion Class Gift program


Best Practices

Collaborate with Alumni Fund staff to establish goals and set timelines

Class Gift Chairs – lead by example Every Class Chair should begin Reunion Year by making

their own donation to the Class Gift Ensure timely recruitment of volunteers Develop matching challenge or alternative program to

inspire fellow classmates to participate and make gifts


Best Practices

Collaborate with Alumni Fund staff to develop communications program to generate awareness of and enthusiasm for Reunion program

Follow through on key objectives: Recruit Multiple Callers Actively Solicit Donors & Participants throughout FY Meet All Deadlines Develop effective methods for communicating with

classmates, A&SG staff and all other key constituencies


Best Practices

“Your lack of preparation is not my emergency!” Begin solicitation process early If solicitations are not achieving the desired results communicate

this fact to Alumni Fund staff and your volunteers

Provide leadership for your volunteers and classmates Do not assume that tasks will be carried out

Provide consistent updates to staff and to fellow Class Chairs on progress

Reunion Gift Chairs to provide creative suggestions on soliciting fellow classmates


Measure Goals Quantitatively

Measure results consistently throughout Reunion Giving year:

Provide updates on Class results in consistent and timely fashion by providing Annual Fund staff and classmates with updates on the following:

Financial progress Class participation Honor Roll Goals for remainder of Reunion year What needs to be done to achieve goals if off track


RECOGNITION!

THANK YOU TO ALL REUNION CLASS

CHAIRS AND VOLUNTEERS

there’s only one.caltech

Documents

Caltech Office of Annual & Special Gifts 2004 -2005 Caltech Reunion Class Gift Program