Self Assessment: Reunion Giving (2022)

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Self Assessment: Reunion Giving (2022)

Step 1 of 2

50%

Please read the following statements and then indicate how strongly you agree or disagree as it relates to your institution’s reunion giving efforts. Don’t spend too much time thinking about each statement. Your first instinct is usually the best one. If you’re not certain, then make your best guess/go with your gut instinct.
1. There are clear policies and guidelines for counting reunion class gifts that are understood by staff, volunteers, and key stakeholders.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
2. There are clear and realistic participation and revenue goals for each reunion class.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
3. There are sufficient metrics, reports, and processes in place to track results by class on a regular basis.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
4. There is a calendar of fundraising communications, activities, and solicitations for reunion class alumni that is planned out up to 18 months in advance of each reunion event.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
5. There is good collaboration between annual giving and alumni relations related to reunion gift fundraising.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
6. There is good collaboration between annual giving and major/planned giving related to reunion gift fundraising.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
7. Volunteers are recruited to support reunion gift fundraising and are provided with proper training, materials, and staff support to advance their efforts.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
8. Volunteers are given a written role description that outlines meeting requirements, giving expectations, and policies related to their work, and there is a clear process for dealing with difficult or unproductive volunteers.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
9. All alumni in reunion classes receive multichannel solicitations that are signed by peers in the year leading up to their reunion celebration.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
10. Recent graduates (1-4 years out) are engaged in activities (e.g., homecoming, zero-year reunion) as a way to keep them involved prior to their 5-year reunion.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
11. Leadership gift prospects in reunion years are identified early on in the reunion cycle process.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
12. There is a clear process for ensuring that leadership gift prospects and volunteers are solicited personally by the most appropriate volunteer or staff member prior to reunion activities.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
13. There is a special emphasis on the 25th and 50th reunions as key milestones in the life of alumni, with additional focus on soliciting leadership-level gifts from these classes.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
14. Communications about planned giving opportunities are included with reunion communications and appeals to classes celebrating their 25th reunion forward.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
15. Reunion gifts are promptly acknowledged in a personal way.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
16. Classes that achieve their fundraising goals and individuals who make significant gifts in honor of their reunions are recognized and celebrated publicly.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
17. Alumni are given the opportunity to support areas that are important to them in addition to the institution's highest fundraising priorities.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
18. There is a dedicated website that contains event information, a donation form, planned giving links, and additional relevant information.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
19. There’s a plan in place to communicate reunion giving results—and begin stewarding donors and volunteers—as soon as the event is over.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree
20. Reunion volunteers and donors continue to be engaged in the years following their reunion leading up to their next reunion.*
- Strongly Agree
- Agree
- Neutral
- Disagree
- Strongly Disagree

Please provide your information below so that your results can be emailed to you.
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