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Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
Volunteer Forum Feb 2011
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Volunteer Forum Feb 2011

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Volunteer leadership presentation

Volunteer leadership presentation

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  • We can make a positive difference in of the people who needs help as well as of our own by volunteering our time! http://volunteeraidnepal.org/
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    • 1.
      • CHOATE ROSEMARY HALL
      • Alumni Volunteer Leadership Forum
      • Tuesday, February 1, 2011
      • 8:00 PM – 9:30 PM
    • 2. Agenda 8:00 PM to 9:30 PM EST February 1, 2011
      • Welcome
      • A Student’s Perspective
      • Alumni Association
      • Volunteering
        • Alumni Agents
        • Annual Fund
        • Volunteer Tools
        • Reunion Fundraising
        • Reunion Volunteers
        • Regional Clubs
      • Events
      • Websites of Interest
      • Q&A
      If you are experiencing any technical difficulties please email [email_address] or call (203) 697-2517
    • 3. Panelists 8:00 PM to 9:30 PM EST February 1, 2011
        • Daniel J. Courcey ’86, Executive Director of Development and Alumni Relations
        • Emily VanScoy ’12, Current Student
        • Susan Barclay ’85, Trustee and Alumni Association President
        • Ann Marie Engstrom P’03,’09, Alumni Relations Manager
        • William J. Knapp P’12, Annual Fund Director
        • Dawn Pello, Annual Fund Data Coordinator
        • Dave Howell, Senior Major Gift Officer
        • Laurie Curtin, Annual Fund Associate Director
        • Seth Hoyt ’61, 50 th Reunion Committee Co-Chair
        • Patrick McCurdy ’98, NYC Club Co-Chair
    • 4.
      • Welcome
      • School Update
        • Headmaster Transition
        • Board of Trustees Update
        • Capital Campaign Update
        • General School Updates
      Welcome Daniel J. Courcey ’86, Executive Director of Development & Alumni Relations
    • 5. Development Office Structure Daniel J. Courcey ’86, Executive Director of Development & Alumni Relations Current Development Organizational Chart as of January 2011 Daniel Courcey '86                     Executive Director x2649                             Development and Alumni Relations                     Krystyna Bak         Support         x2221             William Knapp P'12   Ann Wardwell   Dir. of Operations &   Director of Development   Annual Fund x2446                           x2648                                                           Kathleen Cocchiaro Laurie Curtin Marcia Monagan P'08 David Howell Ron Fleury AnnMarie Engstrom P'03,'09 Manager x2117 Sr. Associate Director Dir. Parent Prog. Senior MGO Senior MGO Manager x2431 Information Resources Alumni Fund x2071 x2381 Milestone Reunions x2655 Planned Giving x2288 Alumni & Donor Relations                                   MaryAnn Devine Kathy Bashian P'08 Colleen Entenman P'11,'14 John Russell '46 Carol Jankowski Biographic Coord. x2321 Associate Director Associate Director PTE/Choate Society Chair Assoc. Director x2244 Information Resources Alumni Fund x2091 Major Gifts x2527 x2553 Alumni & Donor Relations                             Kathleen Pedrolini Corina Evans '06 Joe McAndrew '87, P'14 Liza Montgomery Gift Manager x2387 Associate Director Associate Director Comm. Specialist x2287 Information Resources Annual Fund x2517 Major Gifts x2659 Alumni & Donor Relations                                   Martha Glowacki Dawn Pello Alex Murenia '71 Priti Kapoor Gift Processor x2185 Data Coordinator Associate Director Event/Comm.Coord. x2353 Information Resources Annual Fund x2389 Major Gifts x2378 PTE/Alumni & Donor Relations               Ann Cerreta Kelly Small Steward. Coordinator VAN Volunteer Coord. X2360 Major Gifts x2641 PTE/Alumni & Donor Relations             Chris White Christine Bennett Staffing totals: 24 FTEs & 4 PTEs             Research Liaison Support x2228   Information Resources: 4 FTEs   PTE/Major Gifts x2093 Alumni & Donor Relations   Annual Fund: 5 FTEs + .5 Marcia Monagan           Major Gifts: 8 FTEs + .5 Marcia Monagan + 2 PTEs (Russell & White)   Ann Williams   Alumni Relations: 4 FTEs + 2 PTEs (Kapoor & Small)   Support   Other: 2 FTEs                         Major Gifts x2322   KEY                   = Dual Report       = Direct Report                
    • 6. A Student’s Perspective Emily VanScoy ’12
        • Choate Scholar from upstate New York
        • Lives in Library Dorm on Campus
        • Varsity Volleyball Player
          • Recruited by Coach David Loeb, he is the reason she came to Choate
          • Emily also hopes to participate in Creative Writing Capstone with Loeb
        • Plays Oboe in Orchestra
          • Enjoys working with Phil Ventre, will be participating in Orchestra trip to Europe this spring
        • Theater
          • Acting in a student directed scene this winter
        • High achieving student
          • Rigorous six course schedule, interest in science
        • Just beginning the college process
          • Interested in large research universities
        • Student Caller
          • Enjoys connecting with alumni, exchanging CRH stories, and learning of common interests
    • 7.
      • Alumni Association Mission
      • “ Our mission is to create, perpetuate, and enhance relationships among Choate Rosemary Hall alumni, current and prospective students, faculty, staff and friends in order to foster loyalty, interest and support for the school and for one another and to build pride, spirit and community.”
      • AAEC Composition
        • Officers
        • Committees
          • Alumni Programming (regional clubs and on-campus)
          • Annual Fund
          • Communications
          • Nominations
          • Regional Clubs and Rosemary Hall Club
          • Student Relations
          • Volunteer Admission Network (VAN)
        • Alumni Association Recruitment
      Alumni Association Susan Barclay ’85, President
    • 8.
      • Summary
      • The Class Agent is a volunteer who is responsible for maintaining contact with other alumni to keep them connected, engaged and hopefully providing financial support to the school.
      • Class Outreach
      • This is the traditional Agent role. The Class Agent works to strengthen relationships and financial support within their class.
      • Affinity Outreach
      • New this year the Agent works with Alumni who had similar student activities or share the career industry group.
      Alumni “Class Agent” Volunteer William J. Knapp P’12, Annual Fund Director
    • 9.
      • Duties and Responsibilities
      • Have fun connecting and re-connecting!
      • Work with school to identify a group of Alumni you would like to contact
      • Encourage attendance at reunion, regional & campus events
      • Inquire how they are doing and what is new (get class notes & biographic updates)
      • Relay important information to the school at [email_address]
      • Ask them to join the Alumni Directory at www.choate.edu/alumni/index.aspx
      • Host events and phone-a-thons whenever possible
      Alumni “Class Agent” Volunteer William J. Knapp P’12, Annual Fund Director
    • 10.
      • Duties and Responsibilities
      • Recruit and motivate others to volunteer
      • Act as a liaison and resource utilizing phone, print and electronic media
      • Set an example by making a gift to the school prior to contacting classmates
      • Increase Annual Fund participation for your assignments
      • Monitor assignments utilizing the school’s Volunteer Web Portal
      • Thank you for your help in making a Choate Rosemary Hall education possible!
      Alumni “Class Agent” Volunteer William J. Knapp P’12, Annual Fund Director
    • 11.
      • The Annual Fund provides vital unrestricted funding for all aspects of a Choate Rosemary Hall education. This includes academic programs, faculty support, student activities, financial aid, campus beautification and more. The Fund supplies over 10% of the school’s yearly budget and plays a critical role in keeping Choate competitive with its peers. The Fund alleviates the draw on the school’s Endowment Fund ensuring growth for future generations.
      • Your role as a volunteer can make the difference!
      The Annual Fund Vital to Providing a Choate Rosemary Hall Education
    • 12. The Annual Fund Past Results Total Dollars Raised Alumni, Parent and Total Dollars set a record in Fiscal 2010!
    • 13. The Annual Fund Past Results Alumni Donors Recovered slightly in Fiscal 2010 after the Great Recession
    • 14. The Annual Fund Year to Date Results Dollars Raised as of December 31 st Results are trailing last year by a small margin
    • 15. The Annual Fund Year to Date Results Alumni Donors as of December 31 st We need your help to change this chart
    • 16.
      • The Great Recession took its toll on the alumni donor base. The last several years the school has had to rely on fewer alumni giving more money. Our goal is to rebuild the donor base and better distribute overall support. Increased participation helps put the school in a more secure financial position.
      • Annual Fund Goals for Fiscal 2011
        • Overall dollar goal: $4,700,000
        • Alumni dollar goal: $2,675,000
        • Alumni participation goal: 4,100 donors or 33%
        • The fiscal year closes on June 30 th
      The Annual Fund Goals for Fiscal 2011 Our mission is to broaden engagement and participation
    • 17.
      • February
        • Select assignments & assignment packets sent from Choate
        • Agents begin outreach (10 or more assignments)
      • March
        • Alumni phone-a-thons (hosts & participants)
        • Check portal for updates & relay information on your contacts back to school
        • Send Thank you notes
      • April
        • Check portal for updates & relay information on your contacts back to school
        • Send Thank you notes
        • Agent calls completed
      • The fiscal year 2011 concludes on June 30 th
      • The school will send you an Annual Fund update monthly
      Calendar The bulk of Class Agent activity takes place between February and April
    • 18.
      • Read, Sign and Return Confidentiality Agreement (for new Agents)
        • The form can be accessed at http://www.choate.edu/supportchoate/annualfund.aspx
      • Work with school to select classmates or affinity assignments
        • School will send you class or affinity pick list based on your preference
        • If you are a returning Agent we can reassign your previous assignments
      • The school sends you a Volunteer Packet and follows up with a quick training call
        • New “Assignment Contact Sheets” include college, children, scholastic activities, event attendance making it easier to plan your calls
        • Packets includes sample emails & thank you notes, a calling script, window envelopes, thank you cards, business reply envelopes and stamps – everything you need when you are ready
      How to Get Started The process has been streamlined this year to make your volunteer work easier
    • 19.
      • Make your calls and relay information back to the school
        • Your outreach to fellow Alumni can make the difference in their being connected and involved with the school
        • The information you send back to the school ensures we have up to date information and better understand each individual alumni relationship
      • Who to contact to get started – Dawn Pello coordinates the confidentiality agreements, pick lists, assignments and volunteer packets
      • Dawn Pello, Annual Fund Data Coordinator
      • [email_address]
      • 203-697-2389
      • Fax: 203-697-2675
      How to Get Started The process has been streamlined this year to make your volunteer work easier
    • 20. How to Get Started Annual Fund Staff Contact Information
    • 21.
      • The Fred Clarke, Jr. ’37 Award
      • The Fred Clarke, Jr. ’37 Award is presented annually to the Choate Annual Fund Agent
      • with an outstanding school record who faithfully performs his assignments.
      • The Choate Rosemary Hall Annual Fund Agent Award
      • Recognizes and thanks graduates who have carried out exceptional Annual Fund Agent work on behalf of their alma mater. 
      • The Louise Powe Hoyt ’17 Award
      • Presented annually to the Rosemary Hall Volunteer who has provided her school with an inspiring example of dedication and loyalty.
      • Choate Rosemary Hall Alumni Awards
      • Distinguished Service Award
      •  
      •  
      Volunteer Awards William J. Knapp P’12, Annual Fund Director
    • 22. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator
      • What is the Volunteer Portal?
      • An area of the Choate website dedicated to providing you tools and information that will help you to successfully accomplish your goals as a volunteer for Choate Rosemary Hall
      • 2. What are the benefits of using the portal?
      • Available all hours of day/night
      • Easy to use and password protected
      • Ability to download information, run reports and access contact information
      • 3. How do I get started?
    • 23. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator
      • Visit the Choate website ( www.choate.edu )
      Click on the “Alumni ”
    • 24. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Next, Choose “ Volunteers”
    • 25. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Click in either spot to log in and access the volunteer portal
    • 26. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Sign in with username and password (username is your email)
    • 27. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Choose “Class Reports” Get specific Information on your assignments, contacts and class giving
    • 28. Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Choose one of the reports listed below and your class year then click on “Submit” 1. 2. 3. 4.
    • 29. Websites of Interest
      • Volunteer Resources
      • OVERVIEW www.choate.edu/alumni/alumassociation_getinvolved.aspx
      • ALUMNI DIRECTORY www.choate.edu/alumni/communi_directory.aspx
      • ALUMNI EVENTS CALENDAR www.choate.edu/alumni/eventscalendar.aspx
      • VOLUNTEER PORTAL www.choate.edu/alumni/volunteers_portal.aspx
      • CLASS NOTES www.choate.edu/alumni/communi_classnotes.aspx
      • REUNION www.choate.edu/reunion
      • Giving
      • DONATE ONLINE www.choate.edu/donate
      • MATCHING GIFTS www.choate.edu/supportchoate/matchinggifts.aspx
      • Other Areas of Interest
      • SUMMER PROGRAMS www.choate.edu/summerprograms/index.aspx
      • ADMISSION www.choate.edu/admission/index.aspx
      • ARTS www.choate.edu/artscenter/index.aspx
      • ATHLETICS CALENDAR www.choate.edu/athletics/index.aspx
      • CRH ON FACEBOOK http://www.facebook.com/home.php#!/pages/Choate-Rosemary-Hall-Alumni-Association/76823503905
      • CRH ON LINKEDIN http://www.linkedin.com/groups?home=&gid=95847
    • 30.
      • Reunion Gift Drives
        • 2010-2011 - All classes ending in 1 or 6
        • 2010-2011 Milestone Reunions (20 th , 25 th , 30 th , 50 th ); and all other reunion classes (5 th , 10 th , 15 th , 35 th , 40 th , 45 th , 55 th , 65 th , Honor Guard)
        • 2011-2012 Milestone Reunions ONLY 25 th & 50 th
      • Importance of Reunion Gifts
        • Annual Fund
        • Capital (i.e. restricted) giving
          • Endowed funds for scholarship or faculty support
          • Funding for campus improvement
      Reunion Giving Dave Howell, Senior Major Gift Officer
    • 31.
      • Roles of Reunion Gift Committees
        • Separate from general reunion committee - focus on special fundraising effort
          • Set class dollar and participation goals; and decide on gift focus
          • Monthly conference calls, help draft appeals, etc.
          • Secure leadership & participation classmate gifts
      • Ways to Give
        • Online, checks, securities
        • Multi-year pledges
        • Bequests, charitable gift annuities, other forms of planned giving (reunion gift crediting applies to 50 th reunion)
        • Gifts-in-kind
        • Corporate matching gifts
      Reunion Giving Dave Howell, Senior Major Gift Officer
    • 32.
      • Class Reunion Committees
        • Committee Chair/Co-Chairs
        • Classmate calling
          • Outreach
          • Updating classmate contact info
        • Communications
          • Newsletters, class letters
          • Facebook, Linkedin, and other social networks
          • Special Publications – 25 th and 50 th reunion
        • Programming
          • Reunion Weekend panels
          • Class specific events and dinners
        • Events
          • Regional pre-reunion events
        • Fundraisers
      • Seth Hoyt ’61, 50 th Reunion Committee Co- Chair
      Reunion Volunteers Laurie Curtin & Seth Hoyt ‘61
    • 33.
      • Purpose of Regional Clubs
      • Regional Club Structure
          • Sub-Committees; Events, Communications, Fundraising, Mentoring and Professional Networking
      • What it’s like to be a Regional Club Volunteer
      • Upcoming Events in NYC:
          • Wine Tasting at NY Vintners – February 24, 2011
          • Annual Fund Phone-a-thon, March 1, 2011
          • Women in Business – March 23, 2011
          • ABC News Panel – April 7, 2011
      Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
    • 34.
        • Other Choate Rosemary Hall Regional Clubs
          • US Based Clubs
            • Boston
            • Washington DC
            • Los Angeles
            • San Francisco
          • International Clubs
            • London
            • Hong Kong
            • Seoul
        • How you can become involved as a volunteer.
      Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
    • 35.
          • CONTACT A REGIONAL CLUB VOLUNTEER
          • NYC
          • Patrick McCurdy ’98 - mccurdyp98@gmail.com
          • Parisa Jaffer ’89 - parisajaffer@gmail.com
          • Boston Club
          • Dave Ekelund ’92 - dekelund@pkjlaw.com
          • DC Club
          • Patrick Holley ’90 - patrick.j.holley@morganstanleypwm.com
          • Los Angeles
          • Stan Savage ’92 - ssavage@afgilmore.com
          • Tom Nieman ’88 - tnieman@fortispartners.com
          • San Francisco
          • Caty Everett ’94 - caty.everett@gmail.com
      Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
    • 36.
          • CONTACT A REGIONAL CLUB VOLUNTEER
          • INTERNATIONAL CLUBS
          • London
          • Kate Aquila ’92 - kate_aquila@yahoo.com
          • Alicia Forry ’00 - alicia.forry@gmail.com
          • Hong Kong
          • Ronna Chao ’85 - ronna_chao@novelent.com
          • Seoul
          • Ryan Hong ’89 – heeyeon77@gmail.com
          • Or contact Carol Jankowski or Ann Marie Engstrom
          • in the Alumni Relations Office
      Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
    • 37. Alumni Event Attendance (not including reunion) Attendance improved in FY10 by 9% from FY09
    • 38.
      • The number of alumni events – on campus, throughout the country, and across the globe – has tripled over the last 5 years, with m ore than 80 alumni events in the past year
      • Museum & Gallery Tours
      • Annual Fund Breakfast Series /Panels
      • Alumni/ae Athletic Events
      • Sporting Events
      • Receptions and Holiday Parties
      • Panels
      • 25 Years of Choate: Then and Now
      • Phonathons
      • Pre-Reunion Gatherings
      Events Ann Marie Engstrom P’03,’09, Alumni Relations Manager
    • 39.
      • Events in 2011
      • 2/9 Zack Goodyear and Choate Students of American Political Institutions, DC
      • 2/12 Choate vs. Westminster Hockey at Rentschler Field, CT
      • 2/24 Chicago Reception for Alumni and Parents, Hosted by Jo and Ken Merlau P ’12
      • 2/24 NYC Regional Club Wine Tasting
      • 2/24 Boston Multi-School Bowling
      • 3/3 LA Philharmonic with Gustavo Dudamel, Conductor
      • 3/15 Gathering in Miami Florida
      • 3/19 LA Panel on Entertainment
      • 3/23 Women in Business Panel, NYC
      • Events Ann Marie Engstrom P’03,’09, Alumni Relations Manager
    • 40.
      • Events in 2011 (cont.)
      • 4/7 ABC News Panel
      • 4/16 Sonoma Brunch and Wine Tasting
      • 4/17 LA Gilmore Adobe Brunch
      • 4/27 Campaign Celebration at Trump Soho, NYC
      • 5/13-15 Reunion Weekend
      • 5/15 Alumni Lacrosse at Choate
      Events Ann Marie Engstrom P’03,’09, Alumni Relations Manager
    • 41. Alumni Reunion Attendance Reunion attendance continues to grow each year
    • 42.
      • Reunion Weekend attendance has soared over the past few years
          • Expecting more than 1,000 alumni + guests in May 2011
          • Plan early – 12 to 18 months ahead
          • Your presence makes for a memorable Reunion; your input makes it unforgettable
      • Thursday, May 12:
      • 50 th Reunion Dinner and Reception
      • Friday, May 13:
      • Registration for all other classes
      • Dress-Rehearsal of Guys and Dolls
      • Student Choral Concert
      • Reception and Dinner to Honor Retiring Faculty
      • Entertainment
      MAY 13 – MAY 15, 2011
    • 43.
      • Reunion Highlights
      • Saturday, May 14:
      • Campus Tours
      • Alumni Association Meeting and Chapel Remembrance Service
      • Class Specific Panels, Slide Shows and Receptions
      • Reunion Volunteer Recognition
      • Student Athletic Competitions
      • Maiyeros and Whimaweh Performances
      • “ I-Served” Roundtable Discussion – Stories of Military Service
      • Dedication of Headmaster Sculptures
      • Class Receptions, Dinners and Photographs
      • Entertainment
      • Sunday, May 15:
      • Farewell Brunch
      MAY 13 – MAY 15, 2011
    • 44. Contact Information
      • PANELIST CONTACT INFORMATION
      • Ann Marie Engstrom(Alumni Relations) 203.697.2431 [email_address]
      • Bill Knapp (Annual Fund) 203.697.2446 [email_address]
      • Dawn Pello (Annual Fund) 203.697.2389 [email_address]
      • Dave Howell (Major Gifts) 203.697.2655 [email_address]
      • Laurie Curtin (Annual Fund) 203.697.2071 [email_address]
    • 45. Question & Answer

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