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Class of 1977 Whole Damn Team

Class of 1977 Whole Damn Team. Excellence in Service to the Virginia Military Institute. The VMI Alumni Association VMI Foundation Inc. VMI Keydet Club VMI Development Board. CLASS OF 1977 25th Reunion Fund Committee Meeting May 4, 2002 AGENDA. I. Welcome

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Class of 1977 Whole Damn Team

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  1. Class of 1977 Whole Damn Team

  2. Excellence in Service to the Virginia Military Institute The VMI Alumni Association VMI Foundation Inc. VMI Keydet Club VMI Development Board

  3. CLASS OF 1977 25th Reunion Fund Committee Meeting May 4, 2002 AGENDA • I. Welcome • II. The Future of the Institute • A. Current Overview • B. Future Opportunities • "Reveille: A Call to Excel" • III. Reunion Funds • A. 25th Reunion Fund History • B. Methods of Giving • IV. Class of 1977 Reunion Fund Campaign • A. Chairmen's Remarks • B. Plan • 1. Goals • 2. Letters/Personal Contacts • 3. Schedule • 4. Discussion and Assignments • V. Closing Comments

  4. VMI Budget All Sources Of Revenue 2001-02

  5. Tuition, Fees, and Uniform Cost Comparison

  6. VMI State Assistance vs. Tuition

  7. VMI Alumni Association Board Elected by Alumni to aid in the promotion of the Institute Alumni Affairs New Cadet Recruiting Alumni Review As individual members (shareholders) elects Boards of Foundation, Keydet Club and Development Board VMI Foundation VMI Keydet Club VMI Development Board Coordinates development and fundraising efforts for VMI Raises annual money for athletic scholarships Raises unrestricted non-athletic endowment Receives endowment which can be used for academic or athletic purposes Raises endowment for athletic scholarships Raises restricted endowment Manages assets Provides annual support to the Alumni Association and BOV Receives gifts for the Athletic Operation Fund (AOF) Raises money for athletic capital projects

  8. Endowment Growth VMI Alumni Agencies

  9. The VMI Endowment Report A Snapshot of the VMI Spirit December 31, 2001

  10. Total Aid to VMI FY '96 - FY '03

  11. Assistance to the Corps • Financial Aid • Need • Merit • Specified • Faculty Assistance • Professorial Chairs • Departmental Funds • Athletics • Scholarships • Operational Funds • Other • Technology • Equipment

  12. 25th Reunion Fund • Purpose • Participation • Increase Support • Structure • Chairmen • Committee • Timing • 1 July 1997 - Credit Begins • FY '02 - FY '08 • 28 Sept - Presentation, Reunion Weekend • Dec. 2002 - Campaign Ends • Qualifying Gifts • All Contributions • Annual Giving / Endowment • Alumni • Matching Gifts • Friends

  13. HISTORY OF 25th REUNION FUNDS 1973 - 1976

  14. Current Gifts CREDIT CARD 1234 5678 9012 1234 5678 9012 VALID FROM GOOD THRU XX/XX/XX XX/XX/XX XX/XX/XX XX/XX/XX PAUL FISCHER PAUL FISCHER Cash Stock Real Estate

  15. Cash vs. Securities Assumptions: 36% income tax bracket 20% capital gains tax rate $4,000 cost basis in stock Cash Stock Gift $10,000 $10,000 Income Tax Savings $ 3,600 $ 3,600 Capital Gains Tax Savings $ ---- $ 1,200 Cost of Gift $ 6,400 $ 5,200

  16. Deferred Gifts • Bequest • Life Insurance • VMI Endowment Growth Fund • Life Income Gifts

  17. 25TH REUNION FUND Gift Pyramid

  18. 25TH REUNION FUND Gift Giving Pyramid

  19. CLASS OF 1977 25TH REUNION FUND SCHEDULE • May 4,2002 Committee Meeting • May Committee Members Make Pledges • June 1 First Letter to Class Announcing Reunion Fund (Follow-up by Committee) • June 20 Letter With Pledge Form (Follow-up by Committee) • July "Big Toot" Letter (Follow-up by Committee) • August "Little Toot" Letter (Follow-up as Needed) • September "Shake-a-Leg" Letter (Follow-up as Needed) • September 27-29 25th Reunion • Oct-Nov Final Letter • December Close Campaign

  20. COMMITTEE MEMBERS ARE REQUESTED TO: • Make a personal commitment for our Reunion Fund • Contact Brother Rats, either by telephone or in person: • Encourage attendance at our Reunion • Explain Reunion Fund program • Answer questions • Ask for commitments • Follow-up as necessary. • Foundation office will notify you of commitments by those on your list.

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