1. Duke School www.DukeSchool.org

3. Thank You For Joining Us! Intro Who We Are Changing the Process Implementation 100% in 100 Days Success Q&A

5. Community Overview Enrollment: 485 (Preschool-8 th Grade) Preschool: 3 & 4-year-olds (mixed-aged classrooms) Lower School: K-4 th Grade (2 full-time licensed teachers in each classroom) Middle School: 5-8 th Grade (4 core subject/project teachers) Diversity: 28% diverse students Faculty & Staff: 100+

6. Change? You mean we are going to do something different from what we have always done!?

7. Why Change? – Why Now? A new energy Not satisfied with status quo New staff in place Needed to positively affect culture of philanthropy – Culture change starts with annual giving Why not?

8. Implementation

9. Develop your case for change Obtain buy-in from necessary stakeholders Build timeline for all activities

10. 2014-15 Timeline

11. Implementation Develop your case for change – Be realistic in your timeline expectations – Know your audience – Understand your resources Obtain buy-in from necessary stakeholders Build timeline for all activities Recruit, train and empower your volunteers – confidentiality agreement – training manual/volunteer manual Communications Treat it like a mini-campaign

12. 2014-15 “100% in 100 Days” Campaign

15. 7 th Grade – First Class to Reach 100% Participation!

18. Annual Fund Structure at Duke School 100 day campaign ending on December 31 Class Agent model - peer-to-peer solicitation

19. Class Agents 19 possible agents All sign a confidentiality agreement Met with one-on-one Strategic recruitment – No board members or high level committee members – One year “appointments” – Individuals who are connected and have a giving history – As much as possible, they should be representative of the overall parent population

20. Who is a Class Agent at Duke School? A Duke School Annual Fund Class Agent is one who: Enthusiastically supports reaching 100% participation for Duke School's Annual Fund Understands that support at any level fulfills the Annual Fund 100% participation goal and understands that each Duke School family has its own individual capacity to give Will make their own commitment to the Annual Fund Will commit to about 5-10 hours per month from approximately mid-September to mid-January Will send emails (with scripting provided) to other parents in their child’s class that will provide updates on parent participation percentages for the Annual Fund, success stories and a built-in ask for those who have not contributed Will answer questions about supporting the Annual Fund (training information will be provided by the Development Office) Will keep potentially sensitive information confidential, while keeping an open line of communication with the Development Office and Annual Fund Council

21. Annual Fund Structure at Duke School 100 day campaign ending on December 31 Class Agent model - peer-to-peer solicitation Looks very similar to a capital campaign – “silent phase” – launch – push hard – adapt along the way – close hard 4-5 email outreaches from Class Agents Main focus is current parents – Grandparents, Alumni and Former Parents receive more traditional outreach during this period with additional focus in the spring Current parents receive hard copy solicitation from Development Office on Day 1 Additional solicitations to current parents come directly from the Head of School, Director of Development and Director of Annual Fund CYE electronic solicitations from the School

23. Q&A