Head Agents SessionClass Officers Weekend

October 2, 2010

Head Agents Meeting Agenda

• Welcome• Brief overview of Fiscal Year 2010• Panel Discussion moderated by Bob Bysshe ’63• Wrap up• Adjourn• Lunch and Individual Class meetings: Hinman

Forum, Rockefeller• Followed by other relevant sessions this

afternoon! See your schedule

Dartmouth College Fund2010 Highlights

New Dollar Record!

$43.2 million

Increase in participation

47.6%

Dartmouth College Fund2010 Highlights

New Reunion Gift Records

1960 $4.4 million

1980 $4.0 million

Parents Fund $3.2 million

Dartmouth College Fund2010 Highlights

“Year-Out” Gift and Participation Records

1944 1964

1952 1996

20061954

1977 1960

1978 1980

1979

19821993

2007 2009

Award winners 2010• Dartmouth College Fund Committee Awards for the best all-around achievement Young Alumni Classes: Class of 2007 Shala

Byers, Nik Nartozicz and Amy Rolfvondenbaumen • Dartmouth College Fund Committee Awards for the best all-around achievement Post 15th Reunion Classes: Class of 1960 Jim

Adler, Phil Kron, and Ken Johansen • James P. Reynolds 1890 Award Outstanding class leadership 26-35 years out; Class of 1980 Merle Adelman, Michael Palitz, • Fred A. Howland 1887 Award Outstanding class leadership 36-50 years out; Class of 1960 Jim Adler, Phil Kron, and Ken

Johansen • Harvey P. Hood ’18 Award Outstanding class leadership 15-25 years out: Class of 1985 Joe McGee • Class of 1926 Award special distinction through participation: Class of 1981 – David Edelson, Class of 2007: Shala Byers, Nik

Nartozicz and Amy Rolfvondenbaumen • Class of 1938 Award Largest reunion total (current use) $4,430,602: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • Class of 1953 Award largest number of donors (695): class of 1979: Jim Feuille and David Wolff • Joshua A. Davis ’27 Award Greatest Dollar improvement: Reunion: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen; Non

Reunion: Class of 1982: Jon Baker • Charles F. Moore Jr. ’25 Award Best donor improvement (+105): Class of 1985 Joe McGee• Roger C. Wilde 1921 Reunion Award Extraordinary Achievement in setting a new reunion dollar record: Class of 1960 Jim Adler,

Phil Kron, and Ken Johansen ($4,430,602); class of 1980: Merle Adelman, Michael Palitz,($4,032,761)• Class of 1964 Award Greatest number of 1769 Society members: Reunion: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen• Class of 1948 Award Largest increase in current use dollars: Class of 1985 Joe McGee• Francis T. Fenn Jr. 1937 Award Special Achievement in Senior Class Gift; Class of 2010 Amaka Nneji•  Class of 1960 Award The class that demonstrates greatest commitment to financial aid through the DCF Scholars program: Class

of 1960 Jim Adler, Phil Kron, and Ken Johansen• Steve Mandel ’52 Society members in attendance: (recognizes alumni volunteers who provide visionary leadership in raising

gifts through the DCF)• Charles Reilly ‘53• Donald O’Neill ‘61

Dartmouth College Fund2010 Highlights

A 50th Reunion Milestone

1960

$4.4 million

93.4% participation

And challenged the Class of 2010:

A Senior Class Gift Milestone

99% participation and ~ $10,000

Dartmouth College Fund2010 Highlights

DCF Volunteers gave...

countless hours

$12,172,378 and

95% participation

THANK YOU!!

Panel DiscussionThe Art of Being a Volunteer Leader

• Moderator: Bob Bysshe ‘63• Panelists:

– Jim Adler ‘60 – Mark Winkler ‘79– David Edelson ‘81– Catherine Briggs ‘88 – Shala Byers ‘07– Nikolas Nartowicz ‘07

Question 1

• What is one essential element that you have found effective in recruiting volunteers who will be contributing members of the team?

Question 2

• People want to feel that they are part of a successful group – how do you create a sense of team among your volunteer classmates?

Question 3

• The annual fund cycle of September to June is a long time –how do you moderate that cycle to create a sense of urgency at key times without volunteer fatigue?

FY2011 Planning Calendar

September 2010•Calendar Solicitation Mailing (September 10th)•Green Corp$ calling begins (September 26th)

 October- December, 2010

•New Head Agent Training Session (October 1st) •Calendar Solicitation Follow-up Letter (October 11th)•Volunteer Conference Call with Jim Yong Kim (October 18th)•Homecoming Weekend/1769 Reception (October 29th)•Begin Leadership solicitations (Oct-December)•Seasons Greetings Mailing (November 29th)•Cyber Monday E-mail Solicitation (November 29th)•Leadership solicitations deadline (Dec 30)

  

January – April, 2011•January Solicitation Mailing (January)•Winter Carnival (February 11th)•Green Corp$ Spring Calling (April 1st)•Class-based participation efforts begin (Jan-June)

 

May-June, 2011•Final Solicitation Mailings (May)•Leadership follow-up calls continue•Participation calls continue•Class-based participation efforts continue•Call/email outstanding pledges

Question 4

• Describe your specific methods for managing the team – how often to you interact with them?  Individually or in groups?

Question 5

• How have you found the best way to keep the team motivated and focused?

Question 6

• How have you planned volunteer leadership succession and seen a smooth transition?

Concluding question

• If you could share one tip with the audience to help them create a leadership team, what would it be?