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Agenda 8:00 PM to 9:30 PM EST February 1, 2011 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],If you are experiencing any technical difficulties please email  [email_address]  or call (203) 697-2517
Panelists 8:00 PM to 9:30 PM EST February 1, 2011  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Welcome Daniel J. Courcey ’86, Executive Director of Development & Alumni Relations
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                
A Student’s Perspective   Emily VanScoy ’12 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alumni Association Susan Barclay ’85, President
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alumni “Class Agent” Volunteer  William J. Knapp P’12, Annual Fund Director
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alumni “Class Agent” Volunteer William J. Knapp P’12, Annual Fund Director
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Alumni “Class Agent” Volunteer William J. Knapp P’12, Annual Fund Director
[object Object],[object Object],The Annual Fund Vital to Providing a Choate Rosemary Hall Education
The Annual Fund Past Results Total Dollars Raised Alumni, Parent and Total Dollars set a record in Fiscal 2010!
The Annual Fund Past Results Alumni   Donors Recovered slightly in Fiscal 2010 after the Great Recession
The Annual Fund Year to Date Results Dollars Raised as of December 31 st   Results are trailing last year by a small margin
The Annual Fund Year to Date Results Alumni   Donors as of December 31 st   We need your help to change this chart
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Annual Fund Goals for Fiscal 2011 Our mission is to broaden engagement and participation
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Calendar The bulk of Class Agent activity takes place between February and April
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to Get Started The process has been streamlined this year to make your volunteer work easier
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],How to Get Started The process has been streamlined this year to make your volunteer work easier
How to Get Started Annual Fund Staff Contact Information
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Volunteer Awards   William J. Knapp P’12, Annual Fund Director
Volunteer Portal Dawn Pello, Annual Fund Data Coordinator ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Volunteer Portal   Dawn Pello, Annual Fund Data Coordinator ,[object Object],Click on the “Alumni ”
Volunteer Portal   Dawn Pello, Annual Fund Data Coordinator Next, Choose “ Volunteers”
Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Click in either spot to log in and access the  volunteer portal
Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Sign in with username and password (username is your email)
Volunteer Portal Dawn Pello, Annual Fund Data Coordinator Choose “Class Reports” Get specific Information on your assignments, contacts and class giving
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.
Websites of Interest ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reunion Giving Dave Howell, Senior Major Gift Officer
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reunion Giving Dave Howell, Senior Major Gift Officer
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Reunion Volunteers Laurie Curtin & Seth Hoyt ‘61
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Regional Clubs Patrick McCurdy ’98, NYC Regional Club Co-Chair
Alumni Event Attendance (not including reunion) Attendance improved in FY10 by 9% from FY09
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Events Ann Marie Engstrom P’03,’09, Alumni Relations Manager
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Events Ann Marie Engstrom P’03,’09, Alumni Relations Manager
Alumni Reunion Attendance  Reunion attendance continues to grow each year
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MAY 13 – MAY 15, 2011
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],MAY 13 – MAY 15, 2011
Contact Information ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Question & Answer

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Volunteer Forum Feb 2011

  • 1.
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  • 3.
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  • 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.
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  • 8.
  • 9.
  • 10.
  • 11.
  • 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
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  • 18.
  • 19.
  • 20. How to Get Started Annual Fund Staff Contact Information
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  • 22.
  • 23.
  • 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.
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  • 37. Alumni Event Attendance (not including reunion) Attendance improved in FY10 by 9% from FY09
  • 38.
  • 39.
  • 40.
  • 41. Alumni Reunion Attendance Reunion attendance continues to grow each year
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  • 44.

Notas do Editor

  1. DONE
  2. DONE