Head Agents Session

1. Head Agents Session Class Officers Weekend October 2, 2010

2. Head Agents Meeting Agenda • Welcome • Brief overview of Fiscal Year 2010 • Panel Discussion moderated by Bob Bysshe ’63 • Wrap up • Adjourn • Lunch and Individual Class meetings: Hinman Forum, Rockefeller • Followed by other relevant sessions this afternoon! See your schedule

3. Dartmouth College Fund2010 Highlights New Dollar Record! $43.2 million Increase in participation 47.6%

4. Dartmouth College Fund2010 Highlights New Reunion Gift Records 1960 $4.4 million 1980 $4.0 million Parents Fund $3.2 million

5. Dartmouth College Fund2010 Highlights “Year-Out” Gift and Participation Records 1944 1964 1952 1996 2006 1954 1977 1960 1978 1980 1979 1982 1993 2007 2009

6. Award winners 2010 • Dartmouth College Fund Committee Awards for the best all-around achievement Young Alumni Classes: Class of 2007 Shala Byers, NikNartozicz and Amy Rolfvondenbaumen • Dartmouth College Fund Committee Awards for the best all-around achievement Post 15th Reunion Classes: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • James P. Reynolds 1890 Award Outstanding class leadership 26-35 years out; Class of 1980 Merle Adelman, Michael Palitz, • Fred A. Howland 1887 Award Outstanding class leadership 36-50 years out; Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • Harvey P. Hood ’18 Award Outstanding class leadership 15-25 years out: Class of 1985 Joe McGee • Class of 1926 Award special distinction through participation: Class of 1981 – David Edelson, Class of 2007: Shala Byers, NikNartozicz and Amy Rolfvondenbaumen • Class of 1938 Award Largest reunion total (current use) $4,430,602: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • Class of 1953 Award largest number of donors (695): class of 1979: Jim Feuille and David Wolff • Joshua A. Davis ’27 Award Greatest Dollar improvement: Reunion: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen; Non Reunion: Class of 1982: Jon Baker • Charles F. Moore Jr. ’25 Award Best donor improvement (+105): Class of 1985 Joe McGee • Roger C. Wilde 1921 Reunion Award Extraordinary Achievement in setting a new reunion dollar record: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen ($4,430,602); class of 1980: Merle Adelman, Michael Palitz,($4,032,761) • Class of 1964 Award Greatest number of 1769 Society members: Reunion: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • Class of 1948 Award Largest increase in current use dollars: Class of 1985 Joe McGee • Francis T. Fenn Jr. 1937 Award Special Achievement in Senior Class Gift; Class of 2010 AmakaNneji • Class of 1960 Award The class that demonstrates greatest commitment to financial aid through the DCF Scholars program: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen • Steve Mandel ’52 Society members in attendance: (recognizes alumni volunteers who provide visionary leadership in raising gifts through the DCF) • Charles Reilly ‘53 • Donald O’Neill ‘61

7. Dartmouth College Fund2010 Highlights A 50th Reunion Milestone 1960 $4.4 million 93.4% participation And challenged the Class of 2010: A Senior Class Gift Milestone 99% participation and ~ $10,000

8. Dartmouth College Fund2010 Highlights DCF Volunteers gave... countless hours $12,172,378and 95% participation

9. THANK YOU!!

10. Panel DiscussionThe Art of Being a Volunteer Leader • Moderator: Bob Bysshe ‘63 • Panelists: • Jim Adler ‘60 • Mark Winkler ‘79 • David Edelson ‘81 • Catherine Briggs ‘88 • Shala Byers ‘07 • Nikolas Nartowicz ‘07

11. Question 1 • What is one essential element that you have found effective in recruiting volunteers who will be contributing members of the team?

12. Question 2 • People want to feel that they are part of a successful group – how do you create a sense of team among your volunteer classmates?

13. Question 3 • The annual fund cycle of September to June is a long time –how do you moderate that cycle to create a sense of urgency at key times without volunteer fatigue?

14. FY2011 Planning Calendar January – April, 2011 January Solicitation Mailing (January) Winter Carnival (February 11th) Green Corp$ Spring Calling (April 1st) Class-based participation efforts begin (Jan-June) May-June, 2011 Final Solicitation Mailings (May) Leadership follow-up calls continue Participation calls continue Class-based participation efforts continue Call/email outstanding pledges September 2010 • Calendar Solicitation Mailing (September 10th) • Green Corp$ calling begins (September 26th) October- December, 2010 • New Head Agent Training Session (October 1st) • Calendar Solicitation Follow-up Letter (October 11th) • Volunteer Conference Call with Jim Yong Kim (October 18th) • Homecoming Weekend/1769 Reception (October 29th) • Begin Leadership solicitations (Oct-December) • Seasons Greetings Mailing (November 29th) • Cyber Monday E-mail Solicitation (November 29th) • Leadership solicitations deadline (Dec 30)

15. Question 4 • Describe your specific methods for managing the team – how often to you interact with them?  Individually or in groups?

16. Question 5 • How have you found the best way to keep the team motivated and focused?

17. Question 6 • How have you planned volunteer leadership succession and seen a smooth transition?

18. Concluding question • If you could share one tip with the audience to help them create a leadership team, what would it be?