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Reunion Giving – Self Assessment
Step
1
of
2
50%
Read each of the following statements and rate your program according to the scale below. Don’t spend too much time thinking about each statement; your first instinct is usually the best one. If you’re not certain, make your best guess or 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 revenue and participation 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 the reunion event.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
5. There is good collaboration among staff and key departments related to reunion gift activities, including annual giving, alumni relations, major gifts, and other campus partners.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
6. 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
7. 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
8. All alumni in reunion classes receive multiple broad-based written solicitations that are signed by peers in the year leading up to their reunion celebration.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
9. Leadership gift prospects in reunion years are identified early on in the reunion cycle process.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
10. 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
11. 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 key members of these classes.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
12. Communications about planned giving opportunities are included with reunion communications and appeals to classes celebrating their 25th or higher reunion.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
13. Reunion gifts are promptly acknowledged in a personal way.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
14. 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
15. Key reunion volunteers and donors continue to be engaged and cultivated in the years following their reunion, leading up to their next class reunion year.
*
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
Please provide your information below so that your results can be emailed to you.
Name
*
First
Last
Job Title
*
Institution
*
Email
*
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