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Your Reunion Giving Program Planning Checklist ITEM ...

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D evelopment T raining S olutions<br />

<strong>Your</strong> <strong>Reunion</strong> <strong>Giving</strong> <strong>Program</strong><br />

<strong>Planning</strong> <strong>Checklist</strong><br />

<strong>ITEM</strong><br />

CONSIDERATIONS<br />

Frequency of class reunions<br />

Frequency of reunion gift efforts<br />

Goal Setting<br />

What to count<br />

Pledge acceptance<br />

Duration of gift campaign<br />

(start and end dates)<br />

Every ___ years<br />

Should reunion gifts be sought for every class reunion<br />

Might some breathing room be advisable This may depend on what you<br />

decide to count, and whether it overlaps with other fundraising efforts.<br />

Pros and cons of operating gift campaigns at special intervals<br />

Every ten years<br />

10 th , 25 th , 50 th reunions<br />

Other<br />

How to determine reunion gift goals, targets<br />

Is there a history of reunion giving to refer to<br />

What percentage/amount increase should be considered over the last reunion<br />

gift total<br />

Will the reunion gift campaign interface with other significant fundraising<br />

efforts If so, may reunion gifts count toward both/all<br />

Consider conducting prospect research on at least major prospects from the<br />

reunion class.<br />

Annual gifts<br />

Special reunion project(s)<br />

Gifts to athletics<br />

Major gifts, regardless of designation or only to identified purposes<br />

Deferred gifts (at face or present value Is this consistent with your pertinent<br />

policies)<br />

What if an individual isn’t interested in the identified reunion project but<br />

would prefer to give $100,000 to endow a scholarship Consider the pros and<br />

cons of excluding any gifts from a member of the reunion class.<br />

Pledges will be counted for up to ____ years<br />

Pledge counts if made before campaign end date, OR if fulfilled before<br />

campaign end date<br />

Should this be consistent with overall or campaign pledge acknowledgement<br />

policies<br />

If campaign pledges may be spread over five years, should reunion pledges be<br />

the same What’s the risk of confusing or discouraging donors<br />

For how long will you want to operate each reunion gift campaign<br />

If a reunion gift effort is made every five years _____ month/year campaign<br />

If a reunion gift effort is made every ten years _____ month/year campaign


Interface with other fundraising<br />

efforts<br />

Alumni class leadership<br />

<strong>Reunion</strong> gift timeline<br />

Reporting, Promoting the<br />

campaign<br />

How will you interface with any major campaign effort<br />

Will reunion gifts be acknowledged for that campaign If your campaign<br />

recognizes five year pledges, should your reunion gift pledge period be the<br />

same Pros and cons<br />

Is there / should there be a designated reunion gift chairman, committee<br />

How early to start planning, identifying and/or building a volunteer leadership<br />

structure How much lead time will you need before the reunion campaign<br />

actually starts<br />

What, to whom, via what vehicles, how often will you report progress<br />

How will you announce, promote, and otherwise conduct the reunion gift<br />

campaign<br />

What use will you make of class members as peer solicitors

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