Post on 22-Mar-2016
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Reunion Handbook
Table of Contents
Section One: Reunion Calendars 2012- 2013 Reunion Volunteer Calendar 4
Sample Reunion Weekend Schedule 5
Section Two: Reunion Volunteer Details Structure Overview 6
Fundraising Volunteer Overview 7
Communications Volunteer Overview 8
Section Three: Meet the Office 9 Your Reunion Liaisons 10
Section Five: Reunion Giving Overview Annual Fund Basics: Dollars & Donors 11
Reunion: Your “Best” Gift 11
Types of Reunion Gifts 12
Ways to Make a Contribution 13
Section Six: Reunion Awards Reunion Award Details 15
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A Message from the Reunion Program Staff
Thank you for volunteering to help with your reunion! This handbook serves as a guide to help
your class be successful in participation, fundraising and “fun” raising. We offer suggestions on
how to communicate with classmates leading up to your reunion, how to solicit your classmates,
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 KeriAnne Travis
Director of Alumni & Parent Relations Director of the Annual Fund
lisa_ross@loomis.org kerianne_travis@loomis.org
860 687 6277 860 687 6281
Alexandra Muchura Jessica Fenner
Director of Event Planning Director of Reunion Giving
Associate Director of Alumni & Parent Relations jessica_fenner@loomis.org
alexandra_muchura@loomis.org 860 687 6802
860 687 6813
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April-July 2012
“Save the Date” mailed to Reunion celebrants.
Committee Chair(s) are recruited by A/D Office.
September/October 2012
Committee members are recruited by chairs and alumni office staff.
Communications Chair(s) assist in writing the 1st reunion e-mail to class, encouraging
classmates to “save the date”.
Fundraising Chair(s) write and send first solicit letter with help of the A/D Office.
November/December 2012
All committee members select classmates they would like to contact throughout the year.
Communications volunteers reach out to assigned classmates (message: update contact
info and Save the Date).
Fundraising volunteers reach out to assigned classmates (message: follow up on first
solicitation letter).
All committee members record a Reunion gifts or pledge, by December 31st.
January/ February 2013
Communications Chair(s) works on message for 2nd
reunion email.
Fundraising Volunteers make personalized solicitations via phone calls/e-mail.
Communications Volunteers make personalized reunion invitations via phone calls/email.
March/April 2013
All committee members pre-register for Reunion Weekend.
All committee members participate and encourage classmates to attend regional events
and phonathons throughout the Spring to help spread the word about Reunion.
All committee members continue calling and e-mailing to encourage giving and
attendance at reunion.
May 2013
Final push for reunion attendance and registration.
June 14-16, 2013: Reunion Weekend
All committee members are invited to attend the Reunion Leadership Recognition
Reception on Saturday evening (usually held at the Head’s house).
Post Reunion through June 30, 2013
End of the Annual Fund year—final push for reunion gifts.
Section One:
2012-2013 Reunion Volunteer
Calendar
2012-2013
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Reunion Weekend Overview
Reunion Weekend 2013 will take place June 14-16. For three days, starting Friday afternoon and
ending Sunday morning, Loomis, Chaffee, and Loomis Chaffee alumni will 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 the Alumni Golf Outing, followed by an afternoon of
activities, and closing with an all-class cocktail party and dinner on Grubbs Quad. The
celebration continues through the weekend with alumni/faculty presentations, campus tours, a
memorial service, athletic games and family-friendly entertainment. The Saturday night program
includes a cocktail reception, individual class dinners, dancing under the tent, followed by
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. Specifics
for your Reunion Weekend will be mailed along with your reunion invitation.
Sample Weekend Schedule
Friday, June 14 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, June 15 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 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, June 16 8:00 a.m.– 11:00 a.m. Farewell Brunch
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Structure Overview
The reunion year is a time for alumni to reconnect with each other, as well as Loomis Chaffee.
The aim is to have every classmate contacted by a reunion volunteer, for both the purposes of
encouraging attendance at reunion weekend, as well as asking him/her to make a financial
commitment to Loomis Chaffee in honor of their reunion. You play an integral part in achieving
these goals.
Most reunion classes will have committee chairs overseeing the Fundraising and Communication
efforts. In addition, reunion volunteers will work directly with assigned members of the
Alumni/Development Office. Remember, your A/D staff liaisons are here to assist you in any
way possible.
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.
Section Two:
Reunion Volunteer Details
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Fundraising Volunteer Overview
Fundraising Chair(s)
Lead by example. Make the best gift possible to the Annual Fund.
Assist Annual Fund liaison to set appropriate suggested gift amounts, class dollar and
participation goals.
Assist A/D liaison with recruiting committee members.
Solicit gifts from the Reunion Committee.
Assist Annual Fund liaison with writing solicitation letters.
Help lead committee conference calls.
Personally thank classmates for their gifts to the Annual Fund.
Fundraising Volunteer(s)
Lead by example. Make the best gift possible to the Annual Fund.
Select a list of 5-7 classmates to personally solicit for their best gift to the Annual Fund
in honor of their reunion.
Follow-up with selected classmates several times throughout the year to encourage
participation and attendance.
Personally thank classmates for their gifts.
Attend and contribute to committee conference calls.
Leadership Giving volunteer (optional)
Lead by example. Make the best gift possible to the Annual Fund.
Assist Annual Fund liaison to set appropriate suggested gift amounts from leadership
prospects.
Personally solicit leadership prospects for their “best” gift to the Annual Fund in honor of
reunion.
Follow-up with selected classmates several times throughout the year to encourage
participation and attendance.
Personally thank classmates for their gifts.
Attend and contribute to committee conference calls.
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Communications Volunteer Overview
Communications Chair(s)
Lead by example. Make the best gift possible to the Annual Fund.
Build and maintain the class’s enthusiasm for attending Reunion Weekend.
Assist A/D staff liaisons with creating class specific e-mails centered around reunion
weekend, LC news and reunion attendance.
Initiate and sustain communication about reunion with classmates.
Communications Committee Members (optional)
Lead by example. Make the best gift possible to the Annual Fund.
Encourage attendance amongst classmates continuously throughout the year.
Assist with:
o Facebook, social media
o Class specific emails
o Reunion booklets (50th reunion only)
Class Events Volunteer (optional)
Lead by example. Make the best gift possible to the Annual Fund.
Work with A/D staff liaison to plan and organize class specific weekend activities and
Saturday’s on-campus class dinner.
Invite faculty to the class dinner and other reunion events.
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As a volunteer you will work closley with your LC Reunion Liaisons to ensure a
coordinated and successful Reunion effort. Below please find the A/D staff contact
information and following that the Reunion Class Assignments for 2012-2013. Please
feel free to contact members of the office at any time for help, guidance and support.
Nat Follansbee P’04, ’03, ’99
860 687 6483
Associate Head for External Relations
nat_follansbee@loomis.org
Lisa Salinetti Ross
860 687 6277
Director of Alumni and Parent Relations
lisa_ross@loomis.org
Tim Struthers ’85
860 687 6221
Director of Development
tim_struthers@loomis.org
Alexandra Muchura
860 687 6813
Assoc. Dir. of Alumni and Parent Relations
alexandra_muchura@loomis.org
KeriAnne Travis
860 687 6281
Director of the Annual Fund
kerianne_travis@loomis.org
Krissie Kelleher
860 687 6816
Campaign Director/ Liaison to Loomis 50th
Reunion
krissie_kelleher@loomis.org
Jessica Fenner
860 687 6802
Director of Reunion Giving
jessica_fenner@loomis.org
Nicole Jamieson
860 687 6273
Coordinator of Administrative Services
nicole_jamieson@loomis.org
Meret Nahas
860 687 6271
Director of Annual Fund Leadership
Giving
meret_nahas@loomis.org
Jeanine Middleton
860 687 6276
Annual Fund Administrative Associate
jeanine_middleton@loomis.org
Emily Cranshaw
860 687 6275
Associate Director of the Annual Fund
emily_cranshaw@loomis.org
Section Three:
Meet the Office
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60th
Reunion
Loomis & Chaffee Classes of ’53
KeriAnne Travis
55th Reunion
Loomis & Chaffee Classes of ’58
Jessica Fenner
50th Reunion
Loomis Class of ’63
Krissie Kelleher and Lisa Salinetti Ross
50th Reunion
Chaffee Class of ’63
Jessica Fenner and Alexandra Muchura
45th Reunion
Loomis & Chaffee Classes of ’68
Jessica Fenner and Lisa Salinetti Ross
40th Reunion
Loomis Chaffee Class of ’73
KeriAnne Travis and Alexandra Muchura
35th Reunion
Loomis Chaffee Class of ’78
KeriAnne Travis and Lisa Salinetti Ross
30th Reunion
Loomis Chaffee Class of ’83
Jessica Fenner and Alexandra Muchura
25th Reunion
Loomis Chaffee Class of ’88
Meret Nahas and Lisa Salinetti Ross
20th Reunion
Loomis Chaffee Class of ’93
Jessica Fenner and Alexandra Muchura
15th Reunion
Loomis Chaffee Class of ’98
Jessica Fenner and Lisa Salinetti Ross
10th Reunion
Loomis Chaffee Class of ’03
Emily Cranshaw and Alexandra Muchura
5th Reunion
Loomis Chaffee Class of ’08
Emily Cranshaw and Lisa Salinetti Ross
Your Reunion Liaisons
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Annual Fund Basics: Dollars & Donors
Generations of supportive alumni, parents and friends have helped to make Loomis Chaffee what
it is today. Every year, the school relies on the Annual Fund to support vital programs such as
financial aid, faculty support, technology enhancements and campus renewals. Simply put,
support of the Annual Fund directly impacts every student and faculty member on campus. The
Annual Fund goal for 2012-13 is $3.1 million.
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 with your education. It is also an investment in the school and its
mission and vision. Everyone can make a difference with participation, no matter the size of the
gift.
Reunion: Your “Best” Gift
Reunions are 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! Reunion donors will
be reminded of their pledges in the subsequent years. They will not be asked for additional
Annual Fund gifts during this time.
Section Five:
Reunion Giving Overview
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Types of Reunion Gifts:
Gifts to the Annual Fund
Mark the Reunion with a stretch gift or pledge:
A larger-than-usual annual gift to the Annual Fund or a multi-year annual pledge payable over
five years is a great way to celebrate a reunion milestone.
Be an Annual Fund leadership donor:
Unrestricted leadership gifts are vital in providing immediate and flexible budget relief, helping
financial aid, creating new initiatives and programs, and providing our teachers with the best
resources.
Membership in any of the giving societies listed below is based on Annual Fund gifts and
corporate matching monies received in the current fiscal year. The Annual Report, an online,
password-protected compilation of statistics and donor lists, released annually in the fall, also
lists the donors by giving society.
Leadership Giving Societies
Founders Society $50,000+
Cupola Society $25,000 - $49,999
Homestead Society $10,000 - $24,999
Confluence Society $5,000 - $9,999
Batchelder Society $2,500 - $4,999
1874 Society $1,874 - $2,499
Chaffee Society $1,000 - $1,873
Capital or Restricted Gifts Over and above operational support through annual giving, capital gifts are used to support and
enhance all aspects of the school, including teaching funds, scholarships and campus facilities
and improvements. Capital gifts are payable over many years and match a donor’s interest with
the schools needs and priorities. For more information please contact Krissie Kelleher, Campaign
Director, krissie_kelleher@loomis.org.
Planned Gifts The John Metcalf Taylor Society honors alumni, parents and friends who have remembered
Loomis Chaffee in their estate plans through charitable bequests, trusts or over provisions. The
society was created in 1993 and was originally a group of individuals who informed the school
of their thoughtful gift intentions and to whom the school privately extended warm appreciation.
The society now numbers more than 550 members, whose names we publish to thank them
publicly and to encourage others to consider Loomis Chaffee as they visit their estate plans. For
more information on the John Metcalf Taylor Society please contact Tim Struthers, Director of
Development, tim_struthers@loomis.org.
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Ways to Make a Contribution
There are several ways that donors may contribute to Loomis Chaffee.
Checks
Checks should be made payable to Loomis Chaffee School. Checks can be mailed to the Annual
Fund in the giving envelopes that are enclosed with all solicitation pieces.
Credit card
Loomis Chaffee accepts MasterCard, VISA and American Express. Donors must provide the gift
amount, card number, expiration date and security code. This information may be supplied on
the giving envelope, over the phone, 860 687 6276, 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 kerianne_travis@loomis.org, to inform the school of your intention to give securities.
DELIVERY INSTRUCTIONS FOR GIFTS OF APPRECIATED SECURITIES
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.
1 State Street, Suite 1600
Hartford, CT 06103
Phone: 860 727 1523
Fax: 860 727 1514
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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/annualfund
for more information. Specific inquiries regarding matching gift policies, procedures and
payment schedules should be made to the Human Resources 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, 2013). In the case of reunion giving, a pledge may be
fulfilled over a five-year period, with the first installment due June 30, 2013. 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 their employees to participate in the United Way on behalf
of the company. The donor may make a gift to Loomis Chaffee by directing a gift to the United
Way to Loomis Chaffee. To do this the donor should select “direct contribution” and fill in
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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Loomis Chaffee publicly recognizes reunion classes 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.
Section Six:
Reunion Awards