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Loomis Chaffee 2011-12 Reunion Volunteer Handbook
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Table of Contents
Section One: Meet the Office Alumni/Development Office Staff Liaisons and Reunion Classes 5
Alumni/Development Office Contacts 6
Section Two: Reunion Volunteer Structure Structure Overview 8
Volunteer Job Descriptions 9
Section Three: Reunion Volunteer Work in Detail Committee Recruitment 12
Reunion Communication and Fundraising in Detail 13
Locating Classmates 14
A Note about Confidentiality 14
Class Events in Detail 15
Section Four: Reunion Weekend and Timelines Timeline of Reunion Volunteer Responsibilities 17
Timeline of Communications from the Alumni/Development Office 18
Reunion Weekend Overview 19
Sample Weekend Schedule 19
Section Five: Reunion Giving Overview The Importance of the Annual Fund 21
Multi-year Gift Commitment 22
Leadership Giving 22
Reunion Giving Crediting Guidelines 23
Reunion Donor and Class Recognition 24
Ways to Make a Contribution 25
Giving Societies 27
Section Six: Reunion Awards Reunion Award List 29
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A Message from the Reunion Program Staff
Thank you for volunteering to help with your reunion! Loomis Chaffee is pleased to offer a
reunion program that creates opportunities to help with class fundraising, communications and
events. We challenge your class to reach its potential in all of these areas.
This handbook serves as a guide to help your class be successful in all areas of reunion planning.
We offer suggestions on how to communicate with classmates leading up to your reunion, how
to solicit your classmates for gifts to the Annual Fund, how to plan special reunion events and
how to encourage your classmates to return for reunion weekend. Whether you are a new or
seasoned Loomis Chaffee volunteer, there’s something in here for everyone!
Of course if you have any questions or ideas, the Alumni/Development Office staff is available
to help. We look forward to working with you – let’s make this an unforgettable celebration.
Good luck and have fun!
With gratitude,
Lisa Salinetti Ross Kari Diamond ’97
Director of Alumni & Parent Relations Director of Reunion Giving
[email protected] [email protected]
860.687.6277 860.687.6275
Alexandra Muchura Jessica Fenner
Director of Event Planning Associate Director of Reunion Giving
Assistant Director of Alumni & Parent Relations [email protected]
[email protected] 860.687.6802
860.687.6813
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Section One: Meet the Office
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Section One: Meet the Office
Alumni/Development Office Fundraising and Communication/Event
Staff Liaisons by Class
60th Reunion
Loomis Class of ’52 Lisa Salinetti Ross
Chaffee Class of ’52 Kari Diamond ’97
55th Reunion
Loomis Class of ’57 Jessica Fenner
Chaffee Class of ’57 KeriAnne Travis
50th Reunion
Loomis Class of ’62 Kari Diamond ’97, Marc Cicciarella & Lisa Salinetti Ross
Chaffee Class of ’62 KeriAnne Travis and Alexandra Muchura
45th Reunion
Loomis & Chaffee Classes of ’67 KeriAnne Travis and Lisa Salinetti Ross
40th Reunion
Loomis & Chaffee Classes of ’72 KeriAnne Travis and Alexandra Muchura
35th Reunion
Loomis Chaffee Class of ’77 Kari Diamond ’97 and Lisa Salinetti Ross
30th Reunion
Loomis Chaffee Class of ’82 Jessica Fenner and Alexandra Muchura
25th Reunion
Loomis Chaffee Class of ’87 Kari Diamond ’97 and Lisa Salinetti Ross
20th Reunion
Loomis Chaffee Class of ’92 Jessica Fenner and Alexandra Muchura
15th Reunion
Loomis Chaffee Class of ’97 Jessica Fenner and Lisa Salinetti Ross
10th Reunion
Loomis Chaffee Class of ’02 Jessica Fenner and Alexandra Muchura
5th Reunion
Loomis Chaffee Class of ’07 Kari Diamond ’97 and Lisa Salinetti Ross
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2011-12 Alumni/Development Office Contacts
Nat Follansbee P’04,’03,’99
860.687.6483
Associate Head for External Affairs
Tim Struthers ’85
860.687.6221
Director of Development
Krissie Kelleher
860.687.6816
Director of Major Gifts
Marc Cicciarella
860.687.6087
Director of Gift Planning
Mitch Linker
860.687.6860
Major Gifts Officer
Tom Southworth
860.687.6316
Major Gifts Officer
Donna Burrall P’99,’92,’88
860.687.6815
Assistant to Director of Development
Jeanine Middleton
860.687.6276
Annual Fund Administrative Associate
KeriAnne Travis
860.687.6281
Director of the Annual Fund
Kari Diamond ’97
860.687.6275
Director of Reunion Giving
Sharon Flannery ’82, P’12
860.687.6805
Director of the Parent Annual Fund
Jessica Fenner
860.687.6802
Associate Director of the Annual Fund &
Reunion Giving
Lisa Salinetti Ross
860.687.6277
Director of Alumni and Parent Relations
Alexandra Muchura
860.687.6813
Director of Event Planning
Asst. Dir. of Alumni and Parent Relations
Nicole Jamieson
860.687.6273
Coordinator of Administrative Services
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Section Two: Reunion Volunteer Structure
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Section Two: Reunion Volunteer Structure
Structure Overview
The reunion year is a time for alumni to reconnect with each other, as well as Loomis Chaffee.
Your role as a volunteer is very important as personalization takes top priority in this special
year. Thus, the aim is to have every classmate contacted by a reunion volunteer to encourage
attendance at reunion weekend and ask him/her to make a financial commitment to Loomis
Chaffee in honor of reunion. You are an integral part of the weekend’s and the school’s success.
Most reunion classes have committee chairs overseeing the fundraising or communication efforts
of the class reunion committee. In addition, reunion volunteers will work directly with assigned
Loomis Chaffee Alumni/Development Office staff members. Your A/D staff member and others
in the Loomis Chaffee community are here to assist you in any way possible. It is important to
keep in mind that the more you can inform the staff about your class, the more helpful they can
be to you.
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Volunteer Job Descriptions
Fundraising Chair(s)
Lead by example. Make a multi-year stretch reunion gift to the Annual Fund before
asking others to do the same.
Work with assigned A/D staff member to oversee class reunion fundraising process.
Assist A/D staff member with establishing appropriate suggested gift amounts, dollar
goals and participation goals.
Recruit, support, encourage and manage the committee and their fundraising efforts.
Participate in and possibly lead monthly committee conference calls.
Responsible for soliciting/securing larger gifts for the reunion year and/or overseeing
volunteers who perform this function.
Solicit reunion gifts from your committee before asking the rest of the class.
Support overall giving effort (participation and dollars) with energy and enthusiasm by
individual solicitations and follow-up with classmates.
Reunion weekend responsibilities (if able to attend): welcome and thank classmates for
attending, thank donors for participation in the class gift, encourage non-donors to
participate, attend the Reunion Leadership Recognition Reception.
Communications Chair(s)
Lead by example. Make a multi-year stretch reunion gift to the Annual Fund.
Work with assigned A/D staff member to oversee reunion communications.
Recruit, support, encourage and manage the committee and their communication efforts.
Participate in and possibly lead monthly committee conference calls.
Build and maintain the class’s enthusiasm for attending Reunion Weekend by
establishing and continuing communication among classmates and volunteers (via
telephone, e-mail, Facebook and/or letters).
Design broadcast e-mails (e-newsletters) with news about reunion events, LC news and
who’s coming to reunion with the help of assigned A/D staff member.
Encourage reunion registration in order to reach attendance goals.
Invite faculty to the class dinner and other class events on Reunion Weekend
Reunion weekend responsibilities (if able to attend): welcome and thank classmates for
attending, attend the Reunion Leadership Recognition Reception.
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Leadership Giving Chair(s) (optional)
Lead by example. Make a multi-year leadership reunion gift to the Annual Fund before
asking others to do the same.
Participate in monthly committee conference calls.
Help determine classmates who should be asked for a leadership gift ($5,000 five-year
gift/pledge or $1,250 five-year gift/pledge for 5th
and 10th
reunion classes).
Write a personal letter to identified classmates and personally follow-up throughout the
year to encourage participation.
Thank donors who have made a reunion gift.
Provide regular updates to the Fundraising Chair(s) and/or assigned A/D staff member on
your progress.
Reunion weekend responsibilities (if able to attend): welcome and thank classmates for
attending, thank donors for participation in the class gift, encourage non-donors to
participate, attend the Reunion Leadership Recognition Reception.
Reunion Committee Members
Lead by example. Make a multi-year stretch reunion gift to the Annual Fund.
Participate in monthly committee conference calls.
Work with Communication and Fundraising Chairs to select classmates with whom to
speak, e-mail and/or correspond via letter, in order to communicate about Reunion
weekend and encourage support of the Annual Fund.
Personally contact assigned classmates on list several times throughout the year.
Encourage reunion registration and giving in order to reach attendance and fundraising
goals.
Assist in planning any special reunion weekend events as needed.
Reunion weekend responsibilities (if able to attend): welcome and thank classmates for
attending, attend the Reunion Leadership Recognition Reception.
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Section Three: Reunion Volunteer Work in Detail
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Section Three: Reunion Volunteer Work in Detail
Forming the Reunion Committee
The Fundraising and Communication Chairs for each class are identified by the
Alumni/Development Office, approached and confirmed.
The Fundraising and Communication Chairs work with the A/D Office to recruit other
volunteers for the reunion committee, including possible Reunion Leadership Giving
Chair(s), Participation Chair(s), and/or Facebook Chair(s).
Tips for organizing an effective reunion committee:
Start early. The earlier the committees are in place, the better prepared you will be to
inform your classmates of the goals for the year.
Big committees work best. The more volunteers you have, the less work for each
individual and thus, each person can dedicate more time and energy to his/her tasks.
Be inclusive. Remember that those who want to be volunteers are those who will do the
best job.
Encourage balanced representation from groupings within the class (e.g. male/female,
boarding/day, etc.).
Look at a classmate’s giving and volunteer history for consistent commitment to the
school. These people may be possible leaders.
Be sure that your volunteers commit to doing the work and completing the assignments.
You want people who are invested in the end result.
Involve classmates with good giving potential or who were leaders while students.
Set gift-level expectations before you recruit the volunteer. Solicitation may occur
beforehand, during, or after recruitment, depending on the individual. Being prepared is
key.
Keep it fun! Remember, it’s your reunion!
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Reunion Communications in Detail
Class broadcast e-mails
To promote and provide information about Reunion Weekend, class broadcast e-mails will be
sent out periodically over the signature of the Communications Chair(s). These electronic
communications will generally be designed with the help of an A/D staff member, along with
input from the Reunion Committee. In addition, the class list will be divided up so that each
classmate can be contacted individually by a volunteer, informed of the reunion plans and
encouraged to attend the weekend activities.
Means of Communication
The Alumni/Development Office will initiate and/or send:
Save the date postcards
Personal information surveys
Reunion E-Newsletters
Reunion invitation and registration materials
Online registration
Reunion volunteers will initiate and/or send (with the A/D Office’s help):
Class reunion letters
Phone calls and e-mails to classmates
Class e-newsletters and broadcast e-mails
Reunion class pages on Facebook or the school’s website
Any other creative communication ideas initiated by the committee
Fundraising in Detail
Solicitation
As a volunteer, you will communicate personally with your prospects, explaining the focus of the
reunion year, the need for increased giving, and the desire to have all classmates participate in
the class gift. Additionally, you will explain the importance of increasing alumni participation in
the Annual Fund.
To complement your personal contact with classmates, the A/D office will mail multiple
solicitation pieces throughout the year. These office-generated mailings will include a giving
envelope and a multi-year pledge form.
Please remember that your chair(s) and A/D staff member are always available to you, so do not
hesitate to call or e-mail with any questions or concerns about this process.
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Locating Classmates
Loomis Chaffee uses various resources to keep addresses and phone numbers updated. Despite
these efforts you may find there is either no address or phone number listed for someone you are
contacting or that information is incorrect. Please take the following steps to remedy the
situation:
Visit www.loomischaffee.org and log onto LC Online. Use the alumni database to look
up your classmate to see if there is updated contact information.
Call the Alumni/Development Office at 860.687.6273 for recent updates.
Call a classmate who you think may keep in touch with this person.
Look the person up on Facebook
** When you receive updated information please send or e-mail it to the A/D Office as soon as
possible. Our records can be kept up-to-date with your help! **
A Note about Confidentiality
Please be aware that giving records and contact information for alumni are confidential.
Volunteers granted access to this information may do so only to conduct business on behalf of
Loomis Chaffee. This information is not to be shared, and like the Alumni Directory, is not to be
used for solicitation purposes for other causes.
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Class Events in Detail
Friday Night Reception (for milestone 25th and 50th reunions only)
There is a special reception on the Friday evening of Reunion Weekend for the respective
milestone 25th and 50th reunions. The class reunion committee has the option of organizing a
program for the class’s Friday night reception with the help of an A/D staff member.
Saturday Night Dinner Program
The class reunion committee, with the help of an A/D staff member, is responsible for organizing
a class’s Saturday night dinner program. This is an opportunity for classmates to reconnect, to
reminisce about their school days and to catch up on their lives since graduation.
Examples of dinner programs initiated by class events committees:
Trivia games
Slideshows
CDs/DVDs
Musical performances
Invitation of favorite faculty to dine
with the class
Reunion Weekend Class Events
The class reunion committee may elect to plan other special class events during the weekend and
is encouraged to do so!
Examples of events initiated by class reunion committees:
Tennis tournaments, softball games, bocce games
Family-oriented activities
Alumni presentations
Class meetings
Inviting favorite faculty to speak or give a presentation
Novelty Items
The class reunion committee also might consider designing a special novelty item for the
weekend. Please note that Loomis Chaffee gives registered alumni a special reunion
commemorative item when they check-in for Reunion Weekend; so, if you choose to create a
take-away item, all costs incurred will be the responsibility of the alumni and not of Loomis
Chaffee.
Examples of novelty items:
Coffee mugs
Baseball caps
Picture frames
T-shirts
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Section Four: Reunion Timelines
and Schedule
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Section Four: Reunion Weekend and Timelines
Timeline of Reunion Volunteer Responsibilities
August/September 2011 o Recruit Fundraising and Communication Chairs (by A/D Office)
o Conference call with committee chairs (discuss reunion program and committee
recruitment)
o Set class goals for dollars to be raised, class giving participation and reunion attendance
September/October 2011 o Committee members are recruited by chairs and alumni office staff
o Communication Chair(s) set up class Facebook page
o Communications Chair(s) help write 1st reunion e-mail to class (encourage classmates
to “save the date”)
o Fundraising Chair(s) write and send first solicit letter with help of the A/D Office
Committee members select classmates to contact throughout the year
o Volunteers reach out to assigned classmates (update contact info and Save the Date)
November 2011
o Volunteers attend optional PeliCAN system training (online fundraising tool)
o Volunteers follow up with assigned classmates (encourage support of the Annual Fund)
December 2011
o Reunion gifts or pledges made by all reunion volunteers.
January 2012 o Communications Chair(s) works on message for 2
nd reunion email
o Volunteers make personalized pitches via phone calls/e-mail
o Begin planning for any class-specific events at reunion
February 2012
o Committee writes personalized 2nd
solicitation letters
March/April 2012
o Volunteers pre-register for Reunion Weekend
o Volunteers continue calling and e-mailing to encourage giving and attendance at
reunion (ONGOING)
May 2012
o Communications Chair(s) work on message for 3rd
reunion e-mail
o All class-specific events planning completed
o Final push for reunion attendance and registration
June 15-17, 2012: Reunion Weekend
o Volunteers attend the Reunion Leadership Recognition Reception on Saturday
evening (usually held at the Head of School’s house)
Post-reunion through June 30, 2012 o End of the Annual Fund year—final push for reunion gifts!
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Timeline of Communications Sent from the Alumni/Development Office
September 2011 Reunion welcome letter and survey mailed to all classes (class specific)
Mailing encouraging alumni to “Save the Date” for Reunion
October 2011 1
st email from Communication Chair (save the date)
November 2011 Fall Reunion E-Newsletter emailed
1st fundraising letter (sent on a class by class basis)
December 2011 Holiday email sent (class specific)
February 2012 Email from Communication Chair (detailing Reunion Weekend events)
2nd
fundraising letter (class specific to non-donors)
March 2012 Spring Reunion E-Newsletter emailed
April 2012 Reunion invitation mailed and emailed
Pledge reminders sent to those with outstanding pledges
General email sent (encouraging attendance)
Postcard highlighting golf outing and community service project mailed
May 2012 Postcard highlighting Camp Pelican (kids’camp) to specific classes
E-mail sent (reunion giving information and event updates, class specific)
June 2012 “Last Chance to Register” emails sent
Pledge reminders sent to those with outstanding pledges
3rd
overall fundraising letter (sent post-reunion to non-donors)
Final email solicits sent before close of Annual Fund (to non-donors)
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Reunion Weekend Overview
Reunion 2012 will take place June 15-17. For three days, starting Friday and ending Sunday
morning, Loomis, Chaffee, and Loomis Chaffee alumni convene to relive some of their fondest
memories, rekindle friendships with classmates and faculty, and reconnect to their school.
Reunion kicks off on Friday morning with a golf outing and community service project followed
in the afternoon with seminars, and then an all-class dinner and late night party. It continues
through the weekend with alumni/faculty presentations, campus tours, a memorial service,
alumni art show, athletic games and family-friendly entertainment for all reunion classes. The
Saturday night program includes a cocktail reception, individual class dinners, dancing to a live
band, and another late night party. On Sunday, the weekend comes to a close with a farewell
brunch.
Please see the sample schedule below to help you plan your Reunion Weekend. The
Alumni/Development Office will send more detailed information throughout the year and
specifics will be included in your reunion invitation.
Sample Weekend Schedule
Friday 9:00 a.m. – 3:00 a.m. Golf Outing
12:00 p.m. – 3:00 p.m. Community Service Project
12:00 p.m.– 11:00 p.m. Registration
2:00 p.m.- 4:00 p.m. Back to School Seminars
5:30 p.m.– 7:00 p.m. 50th
Reunion Reception
6:00 p.m.– 8:00 p.m. 25th
Reunion Reception
6:00 p.m.– 9:00 p.m. All-Class Reunion Cocktails and Dinner
9:00 p.m.– 11:00 p.m. Dancing to a live band
11:00 p.m. All-Class Late-Night Reunion Party
Saturday 8:00 a.m.– 8:00 p.m. Registration
8:00 a.m.– 10:00 a.m. Breakfast
8:15 a.m.– 10:00 a.m. Chaffee Breakfast and Tour (Sill House, Palisado Campus)
9:00 a.m.– 11:00 a.m. Special Events
Alumni/Faculty Presentations
Campus Tours
11:30 a.m.– 12:15 p.m. State of the School Address with Head of School
12:15 p.m.– 12:30 p.m. Alumni Parade
12:30 p.m.– 2:00 p.m Reunion Luncheon
2:00 p.m.– 4:00 p.m. Special Events
Alumni/Faculty Presentations
Athletic/Recreational Games
Family-Friendly Activities
Class Meetings
4:30 p.m. –5:30 p.m. Memorial Service
6:00 p.m.– 7:00 p.m. Reunion Leadership Recognition Reception
6:30 p.m.– 7:45 p.m. All-Class Reunion Reception
8:00 p.m.– 9:30 p.m. Individual Class Reunion Dinners
9:30 p.m.– 12:00 a.m. All-Class Reunion Dessert & Dance
12 a.m. All-Class Late-Night Reunion Party
Sunday 8:00 a.m.– 11:00 a.m. Farewell Brunch
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Section Five: Reunion Giving Overview
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Section Five: Reunion Giving Overview
The Importance of the Annual Fund
Generations of supportive alumni, parents and friends have helped to make Loomis Chaffee what
it is today. Every year, the school relies on unrestricted current-use gifts from the Annual Fund to
support vital programs such as financial aid, faculty support, technology enhancements and
campus renewals. The Annual Fund goal for 2011-12 is $2.8 million.
Current-use unrestricted funds are critical to the operation of the school every year. Currently,
the Annual Fund provides 6% of the total operating budget. Increases in Annual Fund gifts allow
the school to strengthen financial aid, recruit and retain the best new teachers, and construct and
renovate existing buildings. Simply put, support of the Annual Fund directly impacts every
student and faculty member on campus.
Participation in the Annual Fund
Currently Loomis Chaffee lags behind its peers in overall alumni participation. This year the
school aims to increase alumni involvement in the Annual Fund with a significant focus on
reunion alumni. The goal is for 40% of our reunion alumni to make a gift. High alumni
participation shows satisfaction in the education received. It is also an investment in the school
and ultimately enhances the high value of a Loomis Chaffee diploma. Plus, this is an area where
everyone can make a difference, no matter the size of the gift.
Revenue Sources
2011-12
Tuition 70%
Endowment 20%
Annual
Fund 9%
Summer Programs & Facility Rentals
1%
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Multi-year Gift Commitment
The Reunion Program at Loomis Chaffee was established within the Annual Fund to improve
reunion attendance, alumni giving, and participation during reunion years through increased and
multi-year giving.
Reunions provide the perfect opportunity for alumni to make a significant financial commitment
to the Annual Fund by renewing or enhancing their support of the school. The school looks to its
reunion classes for increased support of the Annual Fund by asking reunion celebrants to
consider making gifts, in honor of reunion, that are a “stretch” beyond a typical Annual Fund
gift. In fact, alumni celebrating reunions will be asked to participate in their reunion class gift by
making a multi-year gift commitment to the Annual Fund. Typically, reunion donors will pledge
an amount that will be paid over a five-year period and the entire five-year gift/pledge will be
counted in class reunion gift totals, so it’s a great way to boost class totals! Pledges may also be
made for fewer years if preferred. Reunion donors will be reminded of their pledges in the
subsequent two years. They will not be asked for additional Annual Fund gifts during this time.
Advantages of Multi-year Reunion Gifts
Your class will be credited for the full gift/pledge during your reunion year
You will not be solicited for additional Annual Fund gifts for the following pledged years; you
will be reminded of your pledge balance each year
Reunion Leadership Giving
A gift of $5,000 or more over five years (or $1,250 or more for members of the 5th
and 10th
reunions) is considered a reunion leadership gift. With an overall goal of $2.8 million the school
is relying on reunion classes to raise a good portion of this. Leadership contributions will be
essential in reaching this goal. It is important to note that although the goal is to encourage
potential leadership donors to give to the school each year at a leadership level, a donor who
makes a $1,000 gift to the 2011-12 Annual Fund (or $250 for members of the 5th
and 10th
reunions) during their reunion year will also be considered a reunion leadership donor.
Participation at the leadership level will be celebrated at the Reunion Leadership Recognition
Reception on Saturday evening of Reunion Weekend.
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Reunion Giving Crediting Guidelines
All gifts of cash and appreciated securities to the Annual Fund made during the reunion year (July 1 to
July 30) count toward reunion class totals. The full amount of a donor’s multi-year gift/pledge will
count toward the reunion class’s Multi-year Total and Overall Giving Total.
Cash versus pledge crediting
All cash gifts made to the Annual Fund count in class totals. The full amount of a multi-year pledge
counts in the reunion class’s Multi-year Total and Overall Giving Total, regardless of how much is
paid during the current year. The donor should complete a reunion pledge form, which outlines the
preferred payment schedule. We hope donors will consider making their “best” gift in the current year.
Matching gifts
All corporate matching gifts are counted as part of the donor’s gift or pledge and count in the reunion
class total. Go to www.loomischaffee.org/matchinggift to search the companies that match gifts to
Loomis Chaffee.
Foundation and donor-advised fund gifts
Gifts from an alumnus’s family foundation or donor-advised fund are counted as the donor’s gift and
count in the reunion class total.
Bequests
All documented bequest intentions made since the donors last reunion year (July 1, 2006) are counted
in the reunion class’s Overall Giving Total.
Life income
Gifts that establish charitable gift annuities or charitable remainder trusts will be counted in the
reunion class’s Overall Giving Total at their fair market value when the agreement is funded if the
donor is 60 years of age or older.
Annual Fund giving society crediting/recognition
Membership in Loomis Chaffee giving societies is based on Annual Fund gifts and any corporate
matching dollars only. Determination of membership in any specific fund year depends on the level of
the cash gift (not pledge) made within the current Annual Fund year.
Spouse crediting
Loomis Chaffee couples each receive full credit for their joint gift regardless of being in the same or
different classes.
Capital and/or endowment gifts
Some reunion celebrants will make gifts to support the endowment or capital initiatives during their
reunion year. These pledges, which can be paid over a five-year period, along with any capital or
endowment gifts/pledges made after July 1, 2006, will be counted in the reunion class’s Overall Giving
Total. For more information on these initiatives, please call the A/D staff member assigned to your
class.
Restricted gifts
Restricted gifts are counted in reunion class’s Overall Giving Total; however, the primary goal of the
Reunion Program is to raise unrestricted dollars.
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Reunion Donor and Class Recognition
There are several ways that Loomis Chaffee will recognize donors for multi-year reunion gifts:
Credit to the class during the reunion year for the full amount of the multi-year pledge
Membership for the donor in a specific giving society based on the cash gift (Annual Fund
only) and any corporate matches received in each given fund year
Example 1: Outright Annual Fund Gift
A donor makes a reunion commitment to the 2011-12 Annual Fund of $3,000, to be fulfilled over
5 years. The class gets credit for a $3,000 gift in its reunion year.
The donor’s first payment is $1,000 by June 30, 2012. He/she is a member of The Chaffee
Society and listed as such in the 2011-12 Annual Report.
The donor’s second payment is $500 by June 30, 2013. He/she is a member of The Island
Circle and listed as such in the 2012-13 Annual Report.
The donor’s third payment is $500 by June 30, 2014. He/she is a member of The Island
Circle and listed as such in the 2013-14 Annual Report.
The donor’s fourth payment is $500 by June 30, 2015. He/she is a member of The Island
Circle and listed as such in the 2014-15 Annual Report.
The donor’s fifth payment is $500 by June 30, 2016. He/she is a member of The Island
Circle and listed as such in the 2015-16 Annual Report.
Example 2: Combined Annual Fund and Capital Gift
A donor makes a capital commitment in his/her reunion year of $35,000 to be fulfilled over five
years. The donor wishes to direct $10,000 to the Annual Fund and the remaining $25,000 to an
endowed fund. The class gets credit for a $35,000 gift in its reunion year.
The donor’s first payment is $9,000 ($5,000 capital; $4,000 Annual Fund) by June 30,
2012. He/she is a member of The Chaffee Society and listed as such in the 2011-12
Annual Report. In addition, he/she will be recognized for his/her capital gift in the 2011-12
Annual Report.
The donor’s second payment is $6,500 ($5,000 capital; $1,500 Annual Fund) by June 30,
2013. He/she is a member of The Island Circle and listed as such in the 2012-13 Annual
Report. In addition, he/she will be recognized for his/her capital gift in the 2012-13 Annual
Report.
The donor’s third payment is $6,500 ($5,000 capital; $1,500 Annual Fund) by June 30,
2014. He/she is a member of The Island Circle and listed as such in the 2013-14 Annual
Report. In addition, he/she will be recognized for his/her capital gift in the 2013-14 Annual
Report.
The donor’s fourth payment is $6,500 ($5,000 capital; $1,500 Annual Fund) by June 30,
2015. He/she is a member of The Island Circle and listed as such in the 2014-15 Annual
Report. In addition, he/she will be recognized for his/her capital gift in the 2014-15 Annual
Report.
The donor’s fifth payment is $6,500 ($5,000 capital; $1,500 Annual Fund) by June 30,
2016. He/she is a member of The Island Circle and listed as such in the 2015-16 Annual
Report. In addition, he/she will be recognized for his/her capital gift in the 2015-16 Annual
Report.
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Ways to Make a Contribution
Cash gifts
The most common means of making a gift is by writing a check. All checks should be made
payable to Loomis Chaffee. Checks can be mailed to the Alumni/Development Office in the
giving envelopes that are enclosed with all solicitation pieces.
Credit card gifts
Loomis Chaffee accepts MasterCard, VISA and American Express. In order to make a gift using a
credit card, donors must provide the gift amount, card number, expiration date, security code and
their name as it appears on the credit card. This information may be supplied on the giving
envelope, over the phone or on Loomis Chaffee’s secure website (www.loomischaffee.org/giving).
Gifts of Securities
It is important that you contact KeriAnne Travis, Director of the Annual Fund, at 860.687.6281 or
[email protected], to inform the school of your intention to give securities.
DELIVERY INSTRUCTIONS FOR GIFTS OF APPRECIATED SECURITIES
1. Electronically transfer shares into one of the school’s accounts, based on the information below:
For all lots of 2,000 shares or more, and all NASDAQ stocks:
DTC participant #: 5198
Account Name: The Loomis Chaffee School
Account #: 81404069
Contact: Geoffrey Karp
Merrill Lynch
Cityplace II
185 Asylum Street
Hartford CT 06103
Phone: 860-728-3666
Fax: 860-331-8363
For all other transfers:
DTC participant #: 0221
Account Name: The Loomis Institute
Account #: HG-69797-AR
Contact: Dawn Fernandes
UBS Financial Services, Inc.
90 State House Square, 14th floor
Hartford, CT 06103
Phone: 860-727-1523
Fax: 860-727-1514
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2. Send stock certificates directly to the school. They should be delivered to:
The Loomis Chaffee Annual Fund
Attention: Alumni/Development Office
Windsor, CT 06095
860-687-6281 / 860-688-4661 (fax)
Securities may be endorsed in blank (the donor’s signature only) and sent to the above address. If
stock certificates are unendorsed, please send a stock power, on which the signature only has been
filled, under separate cover.
Matching gifts
Matching gifts from corporations and foundations are an important source of Annual Fund
revenue. Such gifts are an excellent opportunity for donors to increase (double or even triple) the
amount of their contribution. All matching gifts are credited to the donor’s class. If the donor
does not work for a matching gift company but his/her spouse is employed by such a company, a
match from that employer may be possible.
Guidelines for matching gifts vary by company. Please visit www.loomischaffee.org/matchinggift
for more information. Specific inquiries regarding matching gift policies, procedures and payment
schedules should be made to the personnel office of the donor’s employer.
Pledges
Donors willing to make a commitment to the Annual Fund, but not yet wishing to make a payment,
may do this by making a pledge. A pledge is a promise to make a specified payment by the close
of the Annual Fund (June 30, 2012). In the case of reunion giving, a pledge may be fulfilled over a
maximum five year period, with the first installment due June 30, 2012. Encouraging donors to
make a pledge, particularly early in the reunion year, is an important tool for establishing
momentum.
United Way Gifts
Some donors’ companies encourage employees to participate in the United Way through the
company. It is possible to direct a gift to the United Way to Loomis Chaffee by selecting “direct
contribution” and entering Loomis Chaffee’s name and address. This is a nice way for people to
receive credit for participating in both the Loomis Chaffee Annual Fund and the United Way
campaign.
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Giving Societies
Giving societies provide structure, recognition and purpose for donors who are committed to
sustaining and supporting the school with unrestricted gifts to the Annual Fund.
This structure enhances alumni giving and the societies are particularly helpful in motivating
donors to “stretch” to new giving levels during their reunion year. The efforts of volunteers are
very important in securing gifts to the school and your assistance in spreading the word is greatly
appreciated. Therefore, please mention the giving societies in your solicitation of classmates.
These giving societies represent current year giving, not the full multi-year pledge total.
Leadership Giving Societies
$50,000+ The Founders Society
$25,000 - $49,999 The Cupola Society
$10,000 - $24,999 The Homestead Society
$5,000 - $9,999 The Confluence Society
$2,500 - $4,999 The Batchelder Society
$1,874 - $2,499 The 1874 Society
$1,000 - $1,873 The Chaffee Society
Giving Circles
$500 - $999 The Island Circle
$250 The Island Circle (Alumni 6 – 10 years out)
$100 The Island Circle (Alumni 1 – 5 years out)
$1 - $499 The Pelican Circle
Common Good Society
Annual giving success relies on the support of alumni every year. Donors of five consecutive
years or more are members of the Common Good Society. Through special recognition, these
donors are thanked for their long standing commitment to the school.
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Section Six: Reunion Awards
Reu
nio
n
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Section Six: Reunion Awards
Loomis Chaffee publicly recognizes reunion class results by awarding the following reunion
awards:
The Nat Follansbee Award for class participation to the two classes (one for classes 30th-60th,
one for classes 5th-25th) achieving the highest rate of Annual Fund giving participation.
The Daniel Wells ’34 Award for total Annual Fund class giving to the two classes (30th-60th and
5th-25th) raising the largest multi-year Annual Fund class gift.
The James and Abigail Chaffee Loomis Award for total overall giving to the two classes (30th-
60th and 5th-25th) raising the largest class gift overall (Annual Fund and capital gifts).
The F. Evelyn Smith ’50 Award for highest reunion attendance percentage in the Chaffee years.
The Alexander “Pat” Murphy ’27 Award for highest reunion attendance percentage in the
Loomis years.
The Glover ’48 and Jane Mackay Howe ’49 Award for highest reunion attendance percentage in
the Loomis Chaffee years.
The Stephen Conland ’35 Award for volunteer effort to the reunion class whose volunteers
demonstrated superior commitment, energy and enthusiasm in their reunion year.
Because the Annual Fund does not officially close until June 30th of each year, awards relating to
giving will not be awarded until after that date. All other awards will be presented at the Reunion
Leadership Recognition Reception held during Reunion Weekend.
