Head Agents Session Class Officers Weekend October 2, 2010

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

Dartmouth College Fund 2010 Highlights New Dollar Record! $43.2 million Increase in participation 47.6%

Dartmouth College Fund 2010 Highlights New Reunion Gift Records 1960$4.4 million 1980$4.0 million Parents Fund$3.2 million

Dartmouth College Fund 2010 Highlights “Year-Out” Gift and Participation Records

Award winners 2010 Dartmouth College Fund Committee Awards for the best all-around achievement Young Alumni Classes: Class of 2007 Shala Byers, Nik Nartozicz and Amy Rolfvondenbaumen Dartmouth College Fund Committee Awards for the best all-around achievement Post 15 th Reunion Classes: Class of 1960 Jim Adler, Phil Kron, and Ken Johansen James P. Reynolds 1890 Award Outstanding class leadership years out; Class of 1980 Merle Adelman, Michael Palitz, Fred A. Howland 1887 Award Outstanding class leadership years out; Class of 1960 Jim Adler, Phil Kron, and Ken Johansen Harvey P. Hood ’18 Award Outstanding class leadership 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, Nik Nartozicz 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 Award Special Achievement in Senior Class Gift; Class of 2010 Amaka Nneji 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

Dartmouth College Fund 2010 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

Dartmouth College Fund 2010 Highlights DCF Volunteers gave... countless hours $12,172,378 and 95% participation

THANK YOU!!

Panel Discussion The 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

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

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?

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?

FY2011 Planning Calendar September 2010 Calendar Solicitation Mailing (September 10th) Green Corp$ calling begins (September 26 th ) October- December, 2010 New Head Agent Training Session (October 1 st ) Calendar Solicitation Follow-up Letter (October 11th) Volunteer Conference Call with Jim Yong Kim (October 18 th ) Homecoming Weekend/1769 Reception (October 29 th ) Begin Leadership solicitations (Oct- December) Seasons Greetings Mailing (November 29 th ) Cyber Monday Solicitation (November 29 th ) Leadership solicitations deadline (Dec 30) January – April, 2011 January Solicitation Mailing (January) Winter Carnival (February 11 th ) Green Corp$ Spring Calling (April 1 st ) 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/ outstanding pledges

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

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

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

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