Reunion Volunteer Handbook - St. Mark's School · 2017-01-06 · 3 Age Quod Agis Dear Volunteer,...
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1 Reunion Volunteer Handbook 2016-2017
Transcript of Reunion Volunteer Handbook - St. Mark's School · 2017-01-06 · 3 Age Quod Agis Dear Volunteer,...
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Reunion Volunteer Handbook 2016-2017
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Age Quod Agis Dear Volunteer, Reunions weekend is June 16 – 18 next year and will be here before we know it. I was back for our 45th this past year and it was truly a wonderful experience. Please start talking up your reunion with your classmates. Christine Del Favero and Sarah Wilkins in the Advancement Office will send you your class list. At our 40th, three of my classmates needed a lot of persuading to come back (for the first time since graduation). They have wonderful, productive lives but were nervous because they weren’t “stars” while at School. Nevertheless, they came back, had a great time, and all three are came back last June. We all have classmates who need a little encouragement. As you know, St. Mark’s handles all the logistics – where to stay, where to have your Friday night class dinner, child care, etc. But your outreach is the key. Your classmates will respond best to you. Here’s how to reach Christine and Sarah: Christine Del Favero Phone: (508) 786 – 6286 e-mail: [email protected] Sarah Wilkins Phone: (508) 786 – 6284 e-mail: [email protected] Thanks in advance for your work, and please let me know what I can do to help you. Best wishes,
Bruce Morgan ’70 Alumni Executive Committee Member Annual Fund Chair
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Table of Contents Introduction & Office Contact Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Volunteer Structure & Responsibilities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Volunteer Calendar…………………... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sample Reunion Weekend Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
School Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reunion Giving: Your “Best” Gift . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Methods of Giving . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Giving Levels & Societies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reunion Awards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Sample Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Useful Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fundraising Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Welcome As an office, we are dedicated to working closely with you and supporting you in your efforts. Please don’t hesitate
to call us to ask questions, share ideas, update our records, provide constructive feedback or let us know how we
can assist you. We look forward to working with you – let’s make this an unforgettable celebration!
Advancement Office Contacts
Reunion Planning and Young Alumni Fundraising (5th, 10th, 15th) Sarah Wilkins Director of Alumni Relations Phone: 508-786-6284 Email: [email protected]
Fundraising Christine Del Favero Director of the Annual Fund Phone: 508-786-6286 Email: [email protected]
Stephanie Katz Executive Director of Advancement Phone: 508-786-6128
Email: [email protected]
Online Resources for Reunion Volunteers:
http://www.stmarksschool.org/alumni/reunion/volunteer-for-your-reunion
Mailing Address: 25 Marlboro Road, Southborough, MA 01742
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Volunteer Structure
A reunion year is a time for alumni to reconnect with each other and the School. The goal is to have every classmate contacted by a reunion volunteer, for both the purposes of encouraging attendance at reunion weekend, and asking him/her to make a financial commitment to St. Mark’s in honor of their reunion. You play an integral part in achieving these goals.
Most reunion classes will have joint committees that oversee both fundraising and weekend planning. If necessary, a committee can nominate a Fundraising Chair and Reunion Planning Chair to help organize their efforts and keep the group on track. All reunion volunteers will work directly with assigned members of the Advancement Office.
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 St. Mark’s. This information is not to be shared.
Responsibilities
Lead by example - make the best gift possible to the St. Mark’s Annual Fund Attend and contribute to committee conference calls
Social
Assist Christine and Sarah with recruiting committee members Update class records with current contact information obtained through personal outreach, social media and
other appropriate methods
Help to create meaningful events and programming for reunion weekend Examples: The Class of ’53 hosted a speaker series with presentations from some of their classmates, Class of ’89 put together a “Then and Now” pamphlet, playlist and slideshow for their class dinner, Mike Hawkins ’79 presented a “College Admissions” talk utilizing his experience in the undergraduate admissions at Amherst College. The Alumni Art Exhibition is another opportunity for SM artists to display their work for all reunion attendees to enjoy. Feel free to pass along individual or group activities that showcase your talented classmates!
Build and maintain class enthusiasm for attending Reunion Weekend through social networking (class Facebook page), video promotion (when possible), and personal outreach
Field classmates questions about the weekend – direct unanswered questions to the Director of Alumni
Relations
Fundraising Help Christine and Sarah in writing solicitation letters, setting appropriate suggested ask amounts, and
determining class dollar and participation goals.
Select a list of 12-15 classmates to personally contact throughout the year – share reunion planning information and solicit them for their best gift to Annual Fund in honor of your reunion
Follow-up with selected classmates several times throughout the year to encourage attendance Personally thank classmates for their gifts
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Volunteer Calendar
September-October Advancement Office
o Volunteer recruitment o Coordinate first committee conference call o Mail out “Save the Date” to Reunion Celebrants with follow-up email
Committees Members o Participate in first conference call with Advancement Office and begin weekend planning
o Select 12-15 classmates (depending on class size) you would like to contact throughout the year o Assist in writing the 1st reunion e-mail or letter to class, encouraging classmates to “Save the Date” o Modify your class Facebook group to market Reunion
November-December
Advancement Office
o Coordinate second conference call Committee Members
o Participate in second conference call with Advancement Office and begin reviewing fundraising information
o Reach out to assigned classmates to update contact info and share Reunion information)
o Committee members write and send first solicitation letter with help of the Advancement Office o All committee members make a Reunion gift or pledge by December 31
o Update Facebook page with giving link and reunion fundraising goal
o Identify and personally contact former faculty to invite to your class dinner (ask Advancement Staff for contact information)
January-February Advancement Office
o Send monthly reminder blast to all classes via email (January – June) Committee Members
o Work on message for Reunion Newsletter (fundraising and social reminder) – mails in February
o Plan unique and class specific touches for reunion (i.e. panel, slideshow, etc.)
o Continue outreach to assigned classmates (message: follow up on solicitation letters)
March-April
Advancement Office o Formal invitation mailed to Reunion celebrants. Online registration is live April 1.
Committee Members o Register for Reunion Weekend (Early Bird Special ends May 1) o Continue calling and e-mailing to encourage giving and attendance at reunion
o Confirm former faculty attending class dinner
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May Committee Members
o Final push for reunion attendance and registration (update Facebook, send reminder emails, follow up on outstanding gifts)
June 16-18 Reunion Weekend - Enjoy the weekend!
Post Reunion through June 30 Committee Members
o Send follow-up email with reunion picture link o End of the fiscal year—final push for reunion gift
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Reunion Weekend Overview
Reunion Weekend 2017 will take place June 16-18. For three days, starting Friday afternoon and ending Sunday morning, SM alumni will return home to relive some of their fondest memories, rekindle friendships with classmates and faculty and reconnect to their school.
Reunion kicks off on Friday afternoon with registration, an opening reception for all classes, followed by class specific dinners and then a dessert reception under the tent. The celebration continues through the weekend with alumni/faculty presentations, campus tours, a memorial chapel service, and family-friendly entertainment. The Saturday night program includes a cocktail reception, clambake and dancing. On Sunday, the weekend comes to a
close with a farewell brunch. Childcare is provided both evenings.
Please see the sample schedule below to help you plan your Reunion Weekend. The Advancement Office will send more detailed information throughout the year. Specifics for your Reunion Weekend will be mailed along with your reunion invitation.
Tentative Weekend Schedule *Subject to Change Friday, June 17 4:00 pm Welcome and Check-in in the Thieriot Quad Tent 6:30 pm Opening Reception 6:30 pm Opening Reception for the Classes of 1947, 1952, 1957, 1962 and the Golden Lions 7:30pm Reunion Class Dinners 9:00pm Student Performance & Dessert Saturday, June 18 7:30 am Breakfast 8:30 am AEConnect Blackberry Breakfast 9:30 am The Admission Process Today with Anne Behnke and Eric Monheim 10:30 am State of the School with John C. Warren ’74, Head of School 11:30 am Academic Innovations with Stephen Hebert 12:00 pm BBQ Lunch 12:00 pm Southborough School Lunch 1:30 pm Reunion Kickball Game (2’s vs. 7’s) 2:00 pm Afternoon Activities: Animal Adventures, open pool, tennis, golf, lawn games 3:00 pm Art Class 5:30 pm Memorial Chapel Service 6:15 pm Cocktail Reception 6:15 pm Leadership & Loyalty Reception (by invitation only) 7:00 pm New England Clambake Dinner 8:00 pm Dessert and Dancing featuring a live band! Sunday, June 19 9:00 am Boarding School Brunch in the Dining Hall
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Frequently Asked Questions
Find all FAQs online at www.stmarkschool.org/generalreunion .
Registration Q. I want to attend! When and where can I register?
A. Registration for the weekend should be available online by April 1. To register, visit www.stmarksschool.org/generalreunion . Contact Sarah Wilkins in the Advancement Office at 508-786-6284 with any problems.
Q. Where do I stay?
A. Visit www.stmarksschool.org/generalreunion to get details on dorm and hotel accommodations.
The Weekend Q. Is transportation from the airport provided?
A. St. Mark’s is happy to handle all transportation needs on campus. Unfortunately we are not able to provide shuttles or transportation service to and from hotels, airports, train stations or other outside locations. Here are some helpful options:
The closest train station to St. Mark’s is in Framingham which is approximately 20 minutes by taxi cab.
The closest major airports are Boston Logan (BOS) and Worcester (ORH) which are both approximately
40-45 minutes from campus (depending on traffic). The Logan Express provides service to and from
Logan/Framingham.
Ride sharing options can be obtained by posting messages on St. Mark’s Facebook Page or by utilizing St.Mark’s Twitterfeed Cab Companies:
Tommy’s Taxi (508) 872-3500
Q. What should I wear?
A. Casual dress is appropriate for most the
weekend. Friday evening dress is coat and
tie for men and cocktail attire for women.
Q. Is childcare available?
A. Cub Club is St. Mark’s childcare service
during Reunion Weekend located in the
Dixon Room in the Main Building. We
offer supervision, entertainment, and meals
for children age 3-12 (children must be
able to use the bathroom
independently). Visit
www.stmarksschool.org/cubclub for more
information.
Ashland Taxi (508)881-3120
Q. Is the gym open?
A. The Michel Athletic Center will be open on
Saturday, time TBD. Please bring towels. The school
does not provide equipment for any athletic activities.
Q. Where can I stay while I attend reunion?
A. Two lodging options are available for the weekend
– on campus housing or a local hotel. On campus
housing includes sheets, pillows, and towels for guests
staying in the dormitories. There are no phones or
fans in the rooms. All bathrooms are communal.
*If you register by June 1st, every attempt will be made to place you and your classmates in the same dormitory.
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Fundraising
Q. What is a class report?
A. A class report is a document that is provided to each reunion committee for fundraising purposes. It details their classmates past giving to the school, current contact information and ask amount for their reunion gift. We use this document to determine each classmate’s likelihood of giving and define a fundraising and participation goal for each class based on those ratings.
Q. What size gift should I ask my classmates to make?
A. For most classes, our office has assigned an “ask amount” for each classmate and this information can be found
in your class reports. If you feel the assigned ask is too high or low, please contact Christine Del Favero at 508-786-
6286 to adjust the amount.
Q. What is our goal for Fiscal Year 2016–17?
A. The Annual Fund goal for 2016-17 is to exceed $2.26 million and reach 33% alumni participation.
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2016-2017 School Statistics Head of School: John C. Warren ’74
Enrollment: 360
Boarding: 270
Day: 90
Male: 190 (52%)
Female: 170 (47%)
States Represented: 17
International: students from 14 foreign countries
Students of Color: 40% of the student body
Admissions Applications: 770
Admitted Students: 252 – 33% admit rate
Matriculated Students: 100 – 40% yield rate
Tuition: Boarding $55,500 Day $44,200
Financial Aid:
2016–17 Financial Aid budget $4,400,00
31% of SM students receive financial aid.
The average Financial Aid award is $40,829
Actual Cost to Educate a St. Marker: $77,617 ($22,117 gap between tuition and cost)
Faculty: 81
Average Class Size: 12 students
Student/Teacher Ratio: 6:1 when including all faculty including administrative faculty (non-teaching)
St. Mark’s School 2020 Strategic Plan was approved by The Board of Trustees in fall 2011 To view the full Strategic Plan, please visit: www.stmarksschool.org/strategicplan
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Reunion Giving
Annual Fund Basics Generations of supportive alumni, parents and friends have helped to make St. Mark’s 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 unique student programming. Simply put, support of the Annual Fund directly impacts every student and faculty member on campus. The Annual Fund goal for 2016-17 is to exceed $2.26 million.
This year the School aims to increase alumni involvement in the Annual Fund with a significant focus on reunion alumni. Strong alumni participation reflects pride not only for education, but also a commitment to the future of St. Mark’s. Your support is an investment in the School; its mission and vision. Everyone can make a difference by participating, no matter the size of the gift.
Reunion: Your “Best” Gift Reunions are the perfect opportunity for alumni to give back to St. Mark’s by renewing or enhancing their support of the School. SM looks to its reunion classes for increased support by asking reunion celebrants to consider making gifts, in honor of reunion, that are a “stretch” beyond a typical Annual Fund gift.
Methods of Giving There are several ways to make your gift during the School’s fiscal year, which runs from July 1 to June 30. Listed below are the most common ways to make a gift to the St. Mark’s Annual Fund. Please find detailed explanations for each of these methods at www.stmarksschool.org/waystogive.
Please note: Gifts must be made on or before December 31 to receive 2016 tax credit, and, on or before June 30 to receive fiscal year 2016-17 credit.
Online Online gifts can be made at www.stmarksschool.org/give. American Express, Discover, MasterCard and Visa are accepted.
Checks Check can be made payable to St. Mark’s School, and sent to: Advancement Office P.O. Box 9105 25 Marlboro Road Southborough, MA 01772-9105
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 fiscal year (June 30, 2016). In the case of reunion giving, a pledge may be fulfilled over a five-year period, with the first installment due June 30, 2016. Encouraging donors to make a pledge, particularly early in the reunion year, is an important tool for establishing momentum. Pledges can be made by contacting Amy Tesoro, Director of Advancement Services at [email protected] or 508-786-6127.
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Matching Gifts Many companies participate in matching gift programs. Some companies will even match gifts made by retirees and spouses of employees. Ask your Human Resource Department about matching gifts to discover how you can make your gift go even further. For questions about matching gifts, please contact Amy Tesoro, Director of Advancement Services at [email protected] or 508-786-6127. St. Mark’s School is a 501(c)(3) non-profit organization. Annual Fund gifts are 100% tax-deductible as allowed by law. St. Mark’s federal tax ID number is 04-2103623.
Wire or Direct Deposit Funds may be wired or directly deposited to: Bank of America 223 East Main St. Marlborough, MA 01752 Phone: 508-366-8981 Acct: St. Mark’s School of Southborough, Inc. ABA# 0260-0959-3 Acct# 9429373222 SWIFT Code: BOFAUS3N (Required for International Wires)
Securities Sean McDonough Winslow, Evans & Crocker Inc. 175 Federal Street, Boston, MA 02110 617-896-3500 (phone), 617-227-5505 (fax) DTC #: 0443 Account #: NU7-144974
Giving Levels and Societies To learn more about St. Mark’s giving societies visit www.stmarksschool.org/givingsocieties .
Founder’s Associates The Founder’s Associates program is the cornerstone of annual giving to St. Mark’s, recognizing donors who contribute $1,500 or more during the fiscal year. The mission of the program is to build a stronger culture of leadership annual giving to the School, providing a more reliable and predictable source of revenue. Founder’s Associate donors are among the School’s most loyal and generous supporters. All Founder’s Associates are vital members of a community of donors who share a commitment to educating St. Markers for lives of leadership and service. Founder’s Associates receive special recognition in the St. Mark’s Annual Report, invitations to exclusive events with faculty, and an invitation to St. Mark’s on campus special event- our annual Founder’s Associates Dinner. Perhaps most importantly, as a member of the Founder’s Associates, you will have the pride of knowing that you are helping St. Mark’s continue to provide an outstanding experience for its students. We hope you will consider joining this distinguished group of St. Mark’s supporters. The Founder’s Associates program is comprised of eight gift clubs:
Young Alumni Founder’s Associates
For the first 15 years after graduation, young alumni/ae can join this society by making incremental gifts at a
leadership level. This program allows young alumni/ae to gradually increase their giving during the first 15 years after
graduating from St. Mark’s until they reach the $1,500 Founder’s Associates level.
Class of 2016:
$100+
Class of 2011
: $250+
Class of 2006:
$750+
Class of 2015:
$100+
Class of 2010
: $500+
Class of 2005:
$750+
Class of 2014:
$100+
Class of 2009
: $500+
Class of 2004:
$1000+
Class of 2013:
$100+
Class of 2008
: $500+
Class of 2003:
$1000+
Class of 2012:
$250+
Class of 2007
: $750+
Class of 2002:
$1500+
Peck Society Gifts of $1,500 to $2,499 - Named for William Edward Peck, who served as headmaster of St. Mark’s from 1883 to 1894.
Barber Society Gifts of $2,500 to $4,999 - Named after William W. Barber Jr., Class of 1928, and ninth Headmaster of St. Mark’s, from 1948 to 1968.
Parkman Society
Gifts of $5,000 to $9,999 - Named after Dr. Francis Parkman, Class of 1915, and Headmaster of St. Mark’s from 1930 to 1942.
Thayer Society
Gifts of $10,000 to $24,999 - Named after the Rev. William G. Thayer, who served as St. Mark’s’ longest serving Headmaster, from 1894 to 1930.
Burnett Society
Gifts of $25,000 to $49,999 - Named after Joseph Burnett who, in 1865, founded St. Mark’s School.
St. Mark’s Society
Gifts of $50,000 to $99,999 - Named for all St. Mark’s students, past and present, whose lives have been enriched by their St. Mark’s experience.
Trustee’s Circle Gifts of $100,000 or more - Established in 2009 in recognition of three $100,000 gifts to the 2008-2009 Annual Fund.
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Reunion Awards
All awards will be presented on Saturday, June 17 under the Belmont Field tent.
The Henry B. Large Award is given each year to the Reunion Class with the highest percentage of registered class members attending Reunion Weekend. The George C. Caner Award, Jr. is established in memory of George Caner, Class of 1943, a dedicated class agent since his graduation, achieving 90% or higher class participation every year for his last 15 years. This award is given to the Reunion Class with the highest participation in the Annual Fund.
The Founder’s Associates Award is presented to the Class with the highest monies raised through both Annual, Capital & Endowment gifts since their last Reunion. The Robert M. Burnett ’35 Award is given each year to the Class Agent(s) from a class that has graduated within the last 10 years, with the greatest percentage of participation, the greatest improvement in percentage of participation, the largest number of donors, or the greatest dollars raised.
The G. Peabody Gardner Bowl was established in honor of George Peabody Gardner, Class of 1935 who passed away in 2012. “Peabo” as he was known, served the School in a variety of ways; as an alumnus, Trustee, parent,
grandparent, and dedicated supporter. The G. Peabody Gardner Bowl is awarded to the class agent or volunteer
who most distinguished themselves through hard work, spirit and determination.
Sample Communications The following communication examples are available online:
- Reunion Announcement - Fundraising Letter - Email reminders
If you would like paper copies of any of these communications, please contact Sarah Wilkins at [email protected].
Useful URLS:
Online Resources for Reunion Volunteers: General Reunion Homepage: www.stmarksschool.org/generalreunion Giving Societies: www.stmarksschool.org/givingsocieties 5th Reunion Homepage: www.stmarksschool.org/5threunion Alumni Event Calendar: www.stmarksschool.org/alumniae/events/index.aspx St. Mark’s Facebook Page: www.facebook.com/stmarkslions St. Mark’s Twitterfeed: twitter.com/SMAlumni St. Mark’s LinkedIn Alumni/ae Group: www.linkedin.com/company/st.-mark's-school
Giving Information:
The Annual Fund: www.stmarksschool.org/annualfund St. Mark’s Giving Societies: www.stmarksschool.org/givingsocieties Ways to give: www.stmarksschool.org/waystogive
Make an online gift: www.stmarksschool.org/give About St. Mark’s
St. Mark’s 2020 Strategic Plan: www.stmarksschool.org/strateticplan St. Mark’s information: http://www.stmarksschool.org/about-st-marks/welcome/index.aspx School Calendar: http://www.stmarksschool.org/on-campus/calendar/index.aspx
Fundraising Glossary of Terms
Alumna: female graduate, singular Alumnae: female graduates, plural Alumni: graduates, plural -either all male, or co-ed Alumnus: male graduate, singular Annual Fund: A gift program seeking funds on annual basis, income is used to support the School’s operating budget. The Annual Fund makes up approximately 10% of St. Mark’s operating budget. Appeal: An attempt via mail or email to obtain financial support for the School. Capital Gifts: Funds provided for endowment purposes, buildings, construction, or equipment. Constituent: An individual or organization that has some connection to St. Mark’s. Our constituents are: alumni, parents, former parents, grandparents, former grandparents, friends, faculty, staff, students, foundations, corporations, and organizations. Donor: An individual or organization, which gives money to the School. Endowment: A pool of funds held by the School, which is invested to provide an annual income for the institution. February Faceoff: friendly competition among the young alumni of the schools of the ISL; takes place annually during the month of February; encourages increased participation in the Annual Fund Fiscal Year (FY): The School’s financial year, which runs from July 1 through June 30. ISL: Independent School League; sixteen New England preparatory schools that compete athletically and academically. Founded in 1948, the ISL's sixteen members compete in eighteen sports in the New England Prep School Athletic Conference (NEPSAC). The Independent School League is the oldest Independent School athletic association in the United States and St. Mark's is a charter member of the ISL. LOST: A constituent for whom we do not have a valid current mailing address. LYBUNT: Solicitable donors who contributed “Last Year But Unfortunately Not This” year. Matching Gift: Alumni may request that donations be directed to St. Mark’s through their employers’ (or their spouses’) matching gift programs, by contacting their employers. Outright Gift: Cash, check, or securities received by the School. Outstanding Pledge: A pledge that has not been paid yet. Participation Rate: The percentage of solicitable members of an alumni class who donated in a given fiscal year.
Planned Gift: A gift provided for legally during the donor's lifetime, but whose principal benefits do not accrue to the school until some future time, usually at the death of the donor and/or his/her income beneficiary. Pledge: a commitment to make a gift during a specified period. All Annual Fund pledges for the current fiscal year must be paid by June 30. Pledge Payment: A payment on an existing pledge. Pledge Write-off: A cancelled unpaid pledge. An Annual Fund pledge that is not paid by June 30 becomes a pledge write-off. Soft Credit: Recognition for a gift to someone other than the legal donor. Alumni are soft credited for matching gifts from their employers. Solicitable: Any constituent for whom St. Mark’s has a valid mailing address and who is not otherwise exempt from solicitation. Specified Pledge: a commitment to make a gift of a specified amount during a specified period. Stewardship: engaging, recognizing, and thanking current and prospective donors in a fashion that cultivates deeper affiliation and future, continued, and increasing giving. SYBUNT: Solicitable donor who contributed “Some Year But Unfortunately Not This” year. Unspecified Pledge: a commitment to make a gift of an unknown amount during a specified period.
