STRATEGIC PLANNING REFERENCE MANUAL

Y O U R G U I D E T O A S U C C E S S F U L

R E U N I O N

P E N N R E U N I O N L E A D E R S H I P

C O N F E R E N C E # P R L C 1 7

S T R AT E G I C P L A N N I N G

R E F E R E N C E M A N U A L

Committees are essential to the ongoing vitality of Penn’s engagement effort. Last year, 1,388 reunion alumni and 23 current Seniors for the Penn Fund, volunteered to promote giving back and reconnecting with Penn.

298 gift committee volunteers helped Penn raise over $27.5 million from 8,278 classmates last year through The Penn Fund that directly support the undergraduate experience.

536 outreach volunteers helped Penn reach record attendance during Alumni Weekend 2016.

Nearly 38 pre-reunion events were hosted across the country during last year’s reunion cycle. Face-to-face meetings, personal outreach, and regional phonathons also ensured that classmates were personally invited back to reunion.

Share the Come back & Give Back message with your classmates! Alumni Weekend is a success because of volunteer outreach! 2016 was the first year to have over 6,000 attendees (alumni and guests) at the undergraduate level. This was the strongest undergraduate reunion attendance in Penn’s history (up 10% over 2015). We set reunion attendance records for the 5th, 10th, 25th and 30th reunions. We expect that 2017 reunions will continue this trend.

• Penn’s commitment to a grant-based financial aid program and need-blind admission means that every domestic Penn student is accepted without regard to that student’s ability to pay the costs of attending. This is possible because of the generous support of alumni through Endowed Scholarships and the flexible dollars raised through The Penn Fund.

• The Penn Fund supports the undergraduate experience with immediate-use funds to ensure the highest priority initiatives are met – primarily financial aid. Other key areas include student and academic life, residential life, and special initiatives and technology. Think of The Penn Fund as the source for all experiences at Penn.

• The Penn Alumni Interview Program (PAIP) is dedicated to offering an interview to every undergraduate Penn applicant. Through this program, Penn alumni serve as ambassadors to help to make their Alma Mater more accessible to all prospective students, while providing Admissions Officers with information they typically wouldn’t see on an application. Become a Penn Alumni Interviewer today! (www.alumni.upenn.edu/interviews)

• Penn Alumni Regional Clubs is a network of over 120 alumni clubs around the world which provide year-round programming and alumni engagement opportunities. In FY15, over 70 alumni regional clubs host a Penn speaker, 25 clubs welcomed new alumni to their cities with First September social events, and 25 clubs celebrated Ben Franklin’s birthday. (www.alumni.upenn.edu/clubs)

Your Reunion Leadership Matters

Did You Know?

PRLC Checklist ................................................................... 1

Reunion Volunteer Tools ..................................................... 2

Goals and Records ............................................................ 6

Committee Structure ......................................................... 10

Communications ............................................................... 14

Pre-Reunion Events .......................................................... 18

Outreach Planning Strategy ............................................. 22

Reunion Giving Explained ................................................ 26

Gift Planning Strategy ....................................................... 30

Calendar ........................................................................... 34

Session Notes ................................................................... 60

Table of Contents

“Reunions are at the center of alumni engagement. When we come home to Penn, we celebrate our glorious University and the priceless relationships we cultivated as students and burnished during the ensuing years...PRLC is an opportunity to gain the insights that will empower our class leaders to bring as many of their classmates back to campus as possible. We leverage each other’s expertise and reacquaint ourselves with why we dedicate so much time to our beloved Pennsylvania.”

Gregory Suss, C’75, President, Alumni Class Leadership Council (ACLC)

“I can feel the excitement building from Los Angeles to Chicago and New York to London, and I know you are all going to have an amazing time rekindling friendships and organizing incredible reunion celebrations and fundraising efforts”

Jeffrey Hale Cohen, W’85, PAR’15, Chair, The Penn Fund Executive Board

q Mark your calendar for Homecoming Weekend: October 28-30, 2016

q Mark your calendar for Alumni Weekend: May 12-15, 2017

q If you don’t have one already – create a PennKey and password (www.alumni.upenn.edu/pennkey)

q Log onto the Mobile Volunteer Portal (MVP) (www.mvp.upenn.edu)

q Log onto QuakerNet to review and update your contact information (www.myquakernet.com)

q Download the Penn Volunteer Toolkit mobile app available in iTunes and Google Play (www.alumni.upenn.edu/toolkit)

q Review and set Class at your class meeting

q Create a reunion calendar with your committee (conference calls, pre-reunion events, and university scheduled class emails)

q Assign committee members to specific roles

q Create aan outreach strategy to connect with every member of your class – personal contact is the best way to build giving and attendance

q Bookmark your Class website (www.alumni.upenn.edu/class)

q Join (or create) Class Facebook groups and LinkedIn pages

q Start your social media chatter – Post a selfie with your committee! (#PRLC17)

q Connect with an Alumni Class Leadership Council (ACLC) mentor to discuss reunion best practices (www.alumni.upenn.edu/aclc)

q Make your reunion gift to The Penn Fund (www.pennfund.upenn.edu/givenow)

q Find out about the Harrison Society and become a member (www.giving.upenn.edu/gift-planning)

q Decide your venue “wishlist” at your committee meeting

q Plan travel – reserve your hotel stay and book your flight!

Class Award of Merit was established to honor an “outstanding class.” While the reunion is a major factor - other elements will be considered, including: Class events beyond reunions, participation in class giving over time, community service, and maintaining communications with classmates.

David N. Tyre Award for Class Communications was established to recognize outstanding communication with the class. Considerations include creativity, content, frequency of communications and keeping class information current.

Above awards are selected by the ACLC and presented at the Alumni Award of Merit Gala held Homecoming Weekend. For more information visit: www.alumni.upenn.edu/aclc.

Class of 1917 Award was established in 1967 to honor the class with the most successful reunion fundraising year. This award is presented at PRLC and proceeds from the endowment will be given to the Class Gift. The winner is selected by The Penn Fund each year after reunion weekend.

Class Elections are held in July for the 5th to 40th reunion classes. This is a perfect time to nominate classmates to leadership positions. Positions include President, Executive Vice President, or Administrative Vice President, leadership installed at Homecoming.

*All-selections made post reunion.

PRLC ChecklistClass Awards & Class Elections

1

REU

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VOLUNTEER TOO

LS

REUNION VOLUNTEER TOOLSUtilize the tools covered in this section to connect with classmates and Penn!

Along with the tools provided by the University, there are two Advisory Boards available to help classes.

The Alumni Class Leadership Council (ACLC) is the advisory board for alumni classes, comprised of volunteer alumni leaders representing classes spanning nine decades. The ACLC Board works closely with Alumni Relations to provide volunteers with tools and best practices to engage classmates. ACLC mentors are available as consultants throughout the reunion planning process (www.alumni.upenn.edu/aclc).

The Penn Fund Executive Board (PFEB) is the leadership volunteer board for The Penn Fund. This group helps to inform the marketing messages, champion Penn Fund solicitations, and identify new initiatives to ensure the ongoing success of The Penn Fund each year.

2

Penn Volunteer Toolkit: Search for the Penn Volunteer Toolkit in your App Store. The Penn Volunteer Toolkit is a smartphone app available via iTunes or Google Play that links you to everything you need to volunteer – including a calendar, links to resources including MVP and QuakerNet, your class webpage, and your Penn contacts. You can also access on your computer at www.alumni.upenn.edu/toolkit

Why use the Penn Volunteer Toolkit:• One stop shopping for all the tools.• Alphabetical listing of resources for easy searching.• Contains Penn Alumni calendar of events.• Easy access to staff contacts.• Find campus maps and parking information.• Best place to locate all PRLC information after the conference.

Mobile Volunteer Portal (MVP): MVP is the online tool used to search for classmate contact information, record outreach and solicitation efforts, and update classmate contact information.

To access the Mobile Volunteer Portal (MVP) you will first need to obtain a PennKey username and password. Once created, you can sign in to MVP at www.mvp.upenn.edu.

Some things you can do with MVP• Find classmates by demographics (like city) and major• Find classmates by affinity like sports team, greek affiliation, cultural and religious group, etc.• View and update contact information for your selected classmates• View and update your own information• Use template emails and customize as you’d like• Send an email to one person• Send the same email to 100 people• Keep track of your contacts• On the Gift portal, see the last time your classmate made a gift and their giving history, know when your solicitations turn into gifts

Reunion Volunteer Tools

www.myquakernet.com QuakerNet is a secure

database that is exclusive to Penn alumni. You will need a PennKey username and

password to access QuakerNet. It is the quickest and easiest way to update your contact

information. Utilize the search functionality to find classmates in your region, affinity group, or

profession.

PennKey: A PennKey username and password are required to

access many of the University’s electronic services including AirPennNet (Penn’s wireless

internet), MVP, and QuakerNet. For more information visit

www.alumni.upenn.edu/pennkey.

PennKey: ________________

Password: _______________

For additional PennKey help, contact your staff liaison.

Note: If you are a Penn alumni interviewer, you already have a

PennKey.

3

Toolkit ScreenshotsDesktop View:

Mobile View:

4

MVP Screenshots QuakerNet ScreenshotsProfile:

Search:

5

GOALS & RECORDSHow will your class show Penn pride this year - is it with attendance, number of donors, your class gift, or class spirit?! What impact do you want your reunion to have on your class and Penn?

Which record will you break?

6

Reunion RecordsREUNION RECORD HOLDERATTENDANCE | DONATIONS

SENIORS CLASS OF 2015

CLASS OF 2013CLASS OF 2016













1ST REUNION

5TH REUNION

10TH REUNION

15TH REUNION

20TH REUNION

25TH REUNION

30TH REUNION

35TH REUNION

40TH REUNION

45TH REUNION

50TH REUNION

55TH REUNION

60TH REUNION

CLASS OF 1950CLASS OF 195065TH REUNION

70TH REUNION CLASS OF 1940

$86,405

164

872

759

310

597

849

421

240

257

181

464

160

139

$226,698

$450,906

$450,906

$3,002,784

$5,378,895

$12,343,673

$7,168,963

$2,671,811

$2,502,449

$2,777,457

$4,524,229

$4,640,710

$1,563,186

$

$

$

$

$

$

$

$

$

$

$

$

$

125$603,284 $

$

$174,058$

Reunion Attendance Records in blue. Reunion Giving Records in red. Attendance number

indicates total adult attendees (alumni & guests) who registered and attended Alumni Weekend. Classes in bold are new records set in FY16.

7

Class GoalsNumber of overall reunion attendees Alumni and guests count: ______ / Alumni Only

Number of reunion attendance for party(s): Alumni and guests count: ______ / Alumni Only

Number of Pre-reunion Events: _____________________________

Date(s) / location(s): ______________________________________

Date(s) / location(s): ______________________________________

Date(s) / location(s): ______________________________________

Date(s) / location(s): ______________________________________

Date(s) / location(s): ______________________________________

Number of classmates who support Penn through The Penn Fund: __________________________________________

Dollars raised toward Reunion Fund: $ ______________________

Dollars raised for scholarships: $ ___________________________

Number of Benjamin Franklin Society Donors ________________

Number of new Harrison Society Members __________________

Take Notes Here!

*Refer to record breaking numbers on facing page.

“The real key to a successful reunion is that outreach MUST begin before the previous Homecoming! MUST MUST MUST. Do not wait until the New Year to start outreach if you want high reunion attendance. I would recommend a pre-reunion party or happy hour in the fall before your reunion to get people motivated. Other than our 20th, my class has broken the attendance record every reunion since our 10th [which is usually then broken the following year by Class of ‘90]. We are one of the smallest modern classes [<2400 people] with 100 to 200 less classmates than everyone else, which makes it a true feat to continually break records.”

Lolita Jackson, SEAS’89 Co-Class President, Class of 1989 (ACLC)

8

Take Notes Here!

9

CO

MM

ITTEE STR

UC

TUR

ECOMMIT TEE STRUCTUREReunion success is based on the dedication and enthusiasm of your committee.

All volunteers are encouraged to attend Alumni Weekend, connect with classmates, support your class with a gift to The Penn Fund, and encourage fellow classmates to do the same.

Which reunion committee is right for you? Outreach/Planning or Gift Committee?

Most successful reunions involve two committees (Outreach & Planning Committee and Gift Committee) working collaboratively, but focused on their distinct goals. A key characteristic of volunteers on both committees is a love for Penn!

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Outreach Committee RoleOutreach Committee Volunteer Role:• Reconnect classmates with Penn and encourage fellow alumni to return for reunion• Reach out to classmates in your affinity group• Help plan reunion weekend events tailored to your class• Find hosts for pre-reunion events that will engage classmates regionally• Identify classmates who may be appropriate for participating in the educational panels taking place during Alumni Weekend• Collect nostalgic photos and memories to share with classmates on social media sites and via email (yearbooks are available in Sweeten Alumni House)• Provide a welcoming atmosphere for all classmates during the reunion and related events

Use the diagram below to outline your volunteer committee structure.

________________________Reunion Outreach &

Planning Chair(s)Recruits committee members; works with Alumni Relations to coordinate efforts of committee meetings and

conference calls.

________________________Affinity Chair(s)

Recruit classmates for outreach to affinity groups; supports and

encourages volunteers in that effort. Assists in the planning of

pre-reunion events.

________________________Communications Chair(s)

Crafts communications such as newsletters and emails; proofreads

invitation and reunion website.

________________________Education Chair(s)

Identify and suggest classmates who may be appropriate to participate

in the featured all-alumni education events. Identify potential topics/

speakers for a class-specific panel.

________________________Event Chair(s)

Works with Penn staff to plan logistics of reunion party. Work with

engagement chair to plan pre-reunion events.

________________________Parade Captain(s)

Relays parade information to the committee; ensures class flag is

carried. Draft parade script. Work with student volunteers for parade

signs.

________________________ ________________________ ________________________Committee Member(s)... Build your team!

________________________Administrative Chair(s)

Records minutes of meetings, track deadlines for deliverables, send

reminders to committee.

________________________Diversity Chairs

Work with Multicultural Outreach staff liaison in Penn Alumni

Relations to identify and recruit committee volunteers, and reunion

event attendees, from diverse backgrounds.

________________________Social Media Chair(s)

Work with communications chair to create social media buzz about upcoming reunion activities. Utilize class Facebook groups, Instagram,

Twitter, etc.

“Best Practices for Planning a Successful Reunion: Reach out to engage as many classmates as possible in roles that are relevant to them.” -Steve Roth, W’66, PAR’93, PAR’95, Class of 1966, Reunion and Gift co-Chair (ACLC)

11

Gift Committee RoleGift Committee Volunteer Role:• Goal is to encourage classmates to give back to Penn with an unrestricted gift and/or scholarship support (help your classmates demonstrate Penn and Class pride through your class gift).• Help plan or host pre-reunion events with a focus on Penn’s impact.• Lead the way – make a personally meaningful gift through the Class Reunion Fund. We expect that all volunteers will make a gift through the Class Reunion Fund, and that you will consider making a multi-year commitment at a leadership level that is right for you.• Articulate your passion for why giving back to The Penn Fund matters to you, and encourage classmates to support current and future generations of Penn students.• Work on your own schedule to connect with classmates and share results using our online volunteer tool, the Mobile Volunteer Portal (MVP).

Use the diagram below to outline your volunteer committee structure.

_______________________Gift Chair

The Gift Chair(s) serve as the champion for their class giving committee. In partnership with their Class Giving Director, the

chair recruits volunteers, solicits classmates for leadership gifts, initiates classmate solicitation

strategies, mobilizes pre-reunion event hosts, and chairs meetings.

_______________________Benjamin Franklin Society

ChairServes as the champion for

leadership annual giving solicitations and multi-year

commitments. The BFS Chair will facilitate the solicitations of a few

classmates at the Benjamin Franklin Society level and above.

_______________________Scholarship Chair

Identifies and solicits a few classmates to create or enhance gifts of Endowed Scholarships.

_______________________Member

Most committee members will serve in this role, sharing the message

of “coming back and giving back” with their classmates at whatever

level is most comfortable. Members will attend committee meetings and

conference calls, attend and possibly host pre-reunion gatherings, be a

champion for the class gift during this reunion year.

_______________________Participation Chair

Leads the initiative of class participation gifts. This Chair will

facilitate the solicitations at all levels of many classmates utilizing tools such as the Mobile Volunteer Portal, social media, phone calls or

mass emails.

“To support the University in continuing to provide tremendous learning and growth experience for students.”

Aaron Landrum, C’13

12

These work sessions are an opportunity for your committee to gather and have fun while getting important volunteer work accomplished.

Venues can include a volunteer’s home or business, Sweeten Alumni House on Penn’s campus, or anywhere that works for your group.

Here are some of the benefits and activities that can come from a Face-to-Face Meeting:

• Team building• Class list reviews• Committee assignments (people to contact, work to get done)• Creation of mass emails

• Phone calls, emails, texts, social media postings• Photos of the team working together to post on social media• Fun and food!

• Your Class liaison (Gift or Outreach) will share conference call-in numbers for you to use for each call.• We recommend a monthly check-in to ensure progress is being made. Pick a date/time and add to the calendar so calls become routine.• Reunion chair or staff should share agenda in advance. • Use conference call etiquette – stating name each time you speak.• Keep the call to one hour (or time announced).• Chair shares meeting notes after the meeting to all committee members. • Invite Class President and Reunion Chair to sit on gift committee calls and Class President/Gift Chair to sit on outreach calls if they are not already on both committees.

Face-to-Face Meetings

Conference Calls

Work Session Tips:• Work sessions should be class-specific and in-person (it is not recommended to have others join in via conference call)

• Keep work sessions to two hours and make sure the timing works for the group

• Make sure everyone is welcomed and knows who else is in the room. Have social time that includes food and drinks

• Ideally, the committee chair or volunteer leads the session, and your Penn liaison is there for support if needed (you do not need Penn staff to be there)

Plan conference call / committee meeting dates/time location:

October: ____________________

November: __________________

December:__________________

January: ____________________

February: ___________________

March: _____________________

April: _______________________

May: _______________________

June: _______________________

TIP: don’t forget to add these to the calendar in the back of the book to help keep you on track!

13

COM

MUNICATIO

NS

COMMUNICATIONS“Tell them what you are going to tell them. Then tell them. Then tell them what you told them!” - Dale Carnegie

Manage your communications to keep your class motivated throughout the year – culminating at Alumni Weekend and continuing after reunion is over.

Utilize everything from class emails, social media, MVP, personal calls, and one on one connections to engage with classmates.

14

Email Best PracticesAlumni Relations provides you with the option to send two monthly email blasts to your class. Content is due to your Classes and Reunions liaison two weeks prior to the send date. You will receive one preview and have the chance to make any necessary edits. Refer to the calendar in the back of this workbook for content due dates and email send dates.

Send your liaison content in one document, not piece mail. Be sure to include:• Sender Name • Subject Line • Pre-Header (Preview Text)• Reply to Email • Body text with relevant images and hyperlinks

Subject Lines:

• The best subject lines are pretty straightforward. Your subject line should describe the subject of your email.

• Avoid using spammy keywords and phrases. Avoid using ALL CAPS or lots of exclamations points!!!

• The Subject line of your email is an important part of determining how your email communication will be handled by various email service providers

Email Body:

• Avoid text in red letters

• 60/40 text to image ratio

• Use a link to a video vs. embedding a video

• Limit how many links per email - if many are needed use a splash page

Constantly mention the date of Alumni Weekend, and remind classmates to book their hotel room, plan their trip, and register for the weekend.

15

Social Media

Email Best Practices continued.

Reunion Invitations:

The key to a successful reunion is personal outreach!

University Provided Marketing Materials

• Save the Date Postcard

- Mailed in January to 25th – 65th Reunion Classes

• Save the Date Email

• Sent to all classes in January

- Alumni Weekend Guide and Reunion Invitations

• Mailed in late February to 25th – 65th Reunion Classes

- Alumni Weekend E-Invitation

• Sent to each class when registration opens

- Reminder emails will be send in April and early May

Follow us: @PennAlumni | #PennAlumniIf they don’t already, create social media accounts for your class. Social media is a great way to share information and keep in touch with your classmates.

Facebook: Create a group for your class, start conversations, and share important reunion information on your group page. Facebook is a great place to share updates, post when hotel blocks are available, promote pre-reunion events, and push Alumni Weekend registration.

Instagram: Share nostalgic photos, get classmates excited for reunion! Share photos from pre-reunion events and post photos throughout Alumni Weekend. Create a hashtag for your class.

Twitter: Twitter is a great platform to quickly spread the word and get quick answers.

16

Communications StrategyDevelop a monthly communications strategy to engage your class. Refer to the calendar on page XX for email dates, and University events.

September, (Plan your strategy! Themes, content, classmates to highlight, etc.): ___________________

____________________________________________________________________________________

October, (Don’t forget about social media!): ________________________________________________

____________________________________________________________________________________

November: __________________________________________________________________________

____________________________________________________________________________________

December, (Send a holiday message!): ____________________________________________________

____________________________________________________________________________________

January: ____________________________________________________________________________

____________________________________________________________________________________

February: ___________________________________________________________________________

____________________________________________________________________________________

March, (Registration Opens!): ___________________________________________________________

____________________________________________________________________________________

April: _______________________________________________________________________________

____________________________________________________________________________________

May: _______________________________________________________________________________

____________________________________________________________________________________

June, (Prepare reunion recap - Keep the momentum going!): __________________________________

____________________________________________________________________________________

TIP: Add these to the calendar in the back of the book to help you stay on track!

17

PRE-REUNION

EVENTS

PRE-REUNION EVENTS

Use pre-reunion events to get your classmates excited about their reunion and give them a chance to reconnect throughout the reunion year. Pre-reunion gatherings also give classmates a chance to discover who lives nearby. Classmates have the chance to celebrate reunion whether or not they can travel back to campus. Successful events happen because volunteer organizers personally invite guests. You should not expect that an email invitation or Facebook post alone will bring good attendance!

18

Outreach Focused Pre-Reunion Events Outreach focused pre-reunion events are committee driven and supported by your Classes and Reunions staff liaison.

• Decide what types of events you want to hold during this reunion cycle.

• As soon as date is decided add the event to your class reunion website (www.alumni.upenn.edu/class) and Facebook page as soon as you have dates and details.

• Promote the event through peer-to-peer outreach, social media, and a class email (refer to calendar).

• Two weeks before event: Hosts give approximate attendance to their Classes and Reunions staff liaison. If requested their liaison will send a Penn “Party in a Box” including Penn signage, crack and peel nametags, and Penn Alumni giveaways for the event.

• After the event forward a list of attendees, event photos, and a brief write up for the next class email and your website to Penn staff.

Penn Fund focused Pre-Reunion Events Gift focused pre-reunion events are supported by your Class Giving liaison.

• Customize invitation list. Personal invitation follow-up by the committee is vital to ensuring a well attended event.

• Gatherings will include a fundraising message given by either the host or gift committee. Volunteer follow-up by committee members after the event is important to reinforce the message.

• Consider including a guest speaker from Penn leadership or a classmate, or a Penn student.

• Your Penn Fund liaison will work with the organizer to create and send email invitations and, if appropriate, mailed invitations. Please allow eight weeks of lead time to ensure your event is properly planned.

Reconnect and Engage

Keep it Simple!

• Use pre-existing Penn events such as: Penn Spectrum Weekend, Homecoming, Our Penn, Penn2U, Engaging Minds, etc.

• Identify people from your class to host reunions in various regions

• Partner with a Regional Club event in your area

• Local happy hours are a great way to reconnect with minimal planning

• Pick dates ASAP for all pre-reunion events and advertise early to the class

• Use online evite tools such as Facebook and Paperless Post to share event pre- reunion event invitations and to collect RSVP’s.

• Be sure to post photos and updates during your event on your social media. It’s an easy way to build interest and excitement in the reunion!

19

University Events as Pre-Reunion Events

Our Penn Events

Penn Reunion Leadership Conference for 2017 Reunions September 9-10, 2016

Grand opening Perry World House September 20, 2016

Penn Spectrum Weekend September 23 - 25, 2016

Homecoming Weekend Featuring Arts & Culture at Penn Friday, October 28 - Sunday, October 30, 2016

Pennovation Center Dedication Friday, October 28

Engaging Minds | New York Saturday, December 3, 2016

Check the enclosed calendar for monthly events and speak to your staff liaison

Our Penn Philadelphia Wednesday, September 14, 2016 | 6:00 PM The Kimmel Center, Verizon Hall 300 S. Broad Street, Philadelphia

Our Penn New York Thursday, October 6, 2016 | 6:30 PM Jazz at Lincoln Center’s Frederick P. Rose Hall Broadway at 60th Street | New York

President Amy Gutmann and Penn students take the stage for a live conversation. Hear the student stories and experience firsthand the power and promise of Penn Compact 2020.

Our Penn Los Angeles November 1, 2016 | 6:30 PM. Skirball Cultural Center, Hersher Hall 2701 N. Sepulveda Blvd. | Los Angeles

Our Penn San Francisco Thursday, November 3, 2016 | 6:00 PM The Regency Center 1270 Sutter Street, San Francisco

May 12 - 15, 2017www.alumni.upenn.edu/alumniweekend

ALUMNIWEEKEND2017

“The greatest event plans in the world don’t mean anything if no one comes. All good reunion plans include a significant amount of time, energy and strategy dedicated to outreach. Every member of the class should feel she or he personally is invited to the reunion.”

Benjamin H. Craine, W’65, Vice President, Class of 1965 (ACLC)

20

Pre-Reunion Event StrategyPick top cities for events (use QuakerNet to find the most populated cities for your class):

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Decide what type of Event (Penn event, happy hour, etc):

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Brainstorm possible host suggestions and decide which committee member will recruit them to host the event:

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Choose dates for events (be sure to add them to the calendar in the back of this book to help you stay on track!):

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

Stratagize how best to promote the events (social media, peer to peer, targeted messaging, etc...):

____________________________________________________________________________________

____________________________________________________________________________________

____________________________________________________________________________________

TIP: Keep it simple, Keep it fun, Keep it Penn! Utilize pre-planned Penn events, see page 23 and the PRLC calendar for ideas.

21

OUTREACH PLANNING STRATEGY

OUTREACHPLANNING STRATEGY

Pre-plan committee meetings and calls, plan your strategy for the year, and remember your ABC’s... Alumni Bring Classmates to reunion! An active committee, vibrant strategy and peer to peer outreach are the keys to your reunion success.

22

Successful Reunion Tips

1.5.

8.

4.

7. 3.

6.

2.

Find the 8 Keys of a Successful Reunion on the screen and note

them here!

Discuss with your committee what your overall priorities are and if they fall in line with the 8 Keys. Note any differences here and discuss where they should fall in the focus of your strategy.

1. Inclusiveness, 2. Peer-to-peer outreach, 3. personal invitations, 4. Strong communication, 5. Robust committee, 6. Build excitement, 7. Outreach! 8. Outreach!

Take Notes Here!

23

September: Starting with PRLC:• Build your reunion committee and choose your Reunion Chair(s)

• Finalize Committee Structure, have all necessary chair roles assigned

• Plan out communication schedule and themes using PRLC calendar

• Outline Social Media strategies

• Outline Pre-Reunion Event Strategy

• Begin assigning Affinity groups for Outreach

• Schedule committee conference calls for the full reunion cycle using PRLC calendar. Monthly until January, then bi-weekly.

• (Planning Committee Only): Select venues, theme, panel speakers if any, etc

October:• Continue to build committee

• Choose Parade Captain

• Role out communications, social media and pre-reunion event strategies

• Call to classmates for any photos, etc you may intend to use for class slideshow or social media sites.

• Begin Strong Outreach! Peer to peer contact via phone calls and emails. Promote registration opening date and strongly encourage classmates to book their hotel now!

November and December:• Continue to build committee

• Continue Communication and Social Media strategy

• Send Holiday message to class

• December: Committee regroup and prepare for strong Outreach push starting in January

• Planning Committee: Finalize reunion event logistics with staff liaison.

Outreach StrategyJanuary – February:• Full Speed Ahead with Outreach!

• Ask for introduction to Class Ambassador

• Continue strong with Outreach, Social Media, and Communication strategies

• Begin bi-weekly committee calls

• Select menu and finalize party / reunion weekend details

March – April:• Continue strong with Outreach, Social Media, and Communication strategies

• Have parade script and class slideshows finalized

• Register for reunion! Registration opens in March, register ASAP so your class sees you on the Look Who’s Coming list.

May – June: • Continue strong with Outreach, Social Media, and Communication strategies

• Enjoy your reunion!

• Have reunion debrief call with committee and staff liaison

• Send post reunion communication to class

• Class Awards and Class Elections – committee will be contacted by staff liaison over the summer about both (see PRLC calendar for schedule).

Tip:

Call, send, call!

What are the three most important components for a successful reunion? Simple. Outreach, outreach, and an open bar.”

Kyle Kozloff, W’90, PAR’20, President, Class of 1990 (ACLC)

24

Take Notes Here!

Planning Committee Tips:• Use the Alumni Weekend signature events to enhance your programming! Utilize Friday’s All-Alumni Franklin Fest and Sunday’s All-Alumni memorial Service and Breakfast as a class activity.

· On Friday, May 12, all reunion volunteers are invited to The President’s volunteer Leadership Reception in honor of your volunteer service.

• Cost of reunion party and package will be dependent on committee decisions. Cost has not proven to be a huge factor in people not attending their reunion.

• The Alumni Weekend Pass costs $40 per person for pre –registrants and includes Friday Franklin Fest; Saturday Alumni Day Picnic; and Taste of Penn Spectrum. Each adult registrant will receive a Penn Alumni Canvas Tote bag. This is the DEAL of a century!! However, if a classmate has a financial hardship notify your class liaison.

• Parade Line up is on Locust Walk. Alumni Day picnics locations: College Green: 1992, 1937-1967; Upper Quad: 1989-2005; Lower Quad: 1966-1991; Penn Park 2007-2016

25

REUNION GIVING

EXPLAINEDThe Penn Fund is the University’s undergraduate unrestricted annual giving program. Gifts to The Penn Fund are immediately directed to the areas of the University that need support the most. These areas most often include student financial aid, residential experience, student life & academic support, and special University initiatives. All undergraduate alumni are encouraged to give to The Penn Fund annually in support of current Penn students. Together, Penn alumni have the opportunity to truly make a difference for those who follow in their footsteps.

REU

NIO

N G

IVING

EXPLA

INED

26

Class GiftYour class gift counts all of the commitments made in support of undergraduate education from your class during your reunion year including gifts through the reunion fund and endowed scholarships.

Reunion Fund: Commitments of any size to The Penn Fund support the highest priorities of undergraduate students at the discretion of the University President and Provost. Currently, Penn Fund dollars are used to help fill the gap for financial aid, and enhance the student experience through residential life and special initiatives, technology enhancements and student life and academic support. During a reunion year, we count all commitments (pledged over a 5 year period) to The Penn Fund and call this your Class Reunion Fund. For example, if you make a commitment of $2,500 per year for 5 years, you are recognized for your commitment to your Class Reunion Fund at the $12,500 level. For classes celebrating their 25th through 50th reunions, you may direct a portion of your Class Reunion Fund to a class project (like a class scholarship, a bricks and mortar project, or an internship).

Endowed Scholarships: No single factor will impact the future of undergraduate education at Penn more than scholarship endowment. These dollars help Penn remain a world-class institution through their commitment to need-blind admissions in North America. If you choose to endow a scholarship, you may build in preferences for the type of student you wish to support. There is a generous pool of matching funds to help you create an endowed scholarship. Please see www.unsp.upenn.edu and look for the tab titled “Donate” for details. You may create your own endowed scholarship, or add to an existing one.

To replace the money raised through The Penn Fund in FY16, Penn’s endowment would have to grow by roughly $600 million. The Penn Fund is a living endowment! Your gift to The Penn Fund is your vote of confidence in Penn’s robust present and bright future. To that end, rates of giving to The Penn Fund contribute to our rankings by various news organizations as a measure of alumni satisfaction. Gifts of all sizes make an incredible impact on The Penn Fund’s success.

Giving to The Penn Fund year-after-year underscores your gratitude for your Penn experience and strengthens the university by providing a reliable base of support. Below are some of the many ways Alumni can be recognized for their support:

ISS: The Ivy Stone Society recognizes alumni who make gifts of any amount to The Penn Fund for three consecutive years or more. Last year the Ivy Stone Society recognized 16,201 members, over 2/3 of all donors to The Penn Fund.

Bronze Member: 3-9 consecutive years Silver Member: 10-14 consecutive years Gold Member: 15-24 consecutive years Platinum Member: 25+ years of cumulative giving and at least 3 consecutive years Diamond Member: 25+ consecutive years

Perfect Donor: Special recognition as a perfect donor is given to alumni who have made a gift every year since graduation, including graduates who participated in their senior class gift.

Loyal Giving: Why every gift matters to Penn.

“To support the University in continuing to provide tremendous learning and growth experience for students.”

Aaron Landrum, C’13

27

Match the alumni participation percentage with the appropriate school.____ Brown: A. 29.5%____ Columbia: B. 33.4%____ Cornell: C. 33.6%____ Dartmouth: D. 36.4%____ Harvard: E. 62.9%____ MIT: F. 46.3%____ Penn: G. 36.8%____ Princeton: H. 35.5%____ Standford: I. 33.6%____ Yale: J. 35.0%

Answers: Brown: D, Columbia: I, Cornell: A, Dartmouth: F, Harvard: J, MIT: G, Penn: B, Princeton: E, Standford: H, Yale: C

UNIVERSITY GIVING VS. THE PENN FUND

Reunion Fundraising supports Undergraduate Education through The Penn Fund and Undergraduate Financial Aid. Gifts outside these areas to any other School or Center are counted toward the class University-Wide Giving Totals.

We hope that all classmates will give generously through the Reunion fundraising campaign in addition other areas of the University.

For example: Your classmate makes a $25,000 commitment to The Class Reunion Fund, a $150,000 commitment to a named Endowed Scholarship, and $50,000 to support the library. Your classmate’s Reunion Giving total is $175,000. University-wide giving is $225,000

Leadership Level Giving

Easy options for loyal giving include multi-year pledges and recurring payments. Both opportunities allow you to multiply the impact of your gift and help Penn better forecast its budget. Each year you will be thanked of your gift and reminded of your pledge payment instead of solicited.

Multi-year pledges:• Pledge a certain amount to be paid over 5 years. In your reunion year you and your class will be recognized for the full amount of your pledge.• Example: Make a 5-year BFS pledge of $12,500 and support The Penn Fund with $2,500/year for the next 5 year.

Recurring Gifts:• Your gift is made over a time defined by you to meet your preferences (monthly, quarterly, annually).

• Recognition as am Always Donor.

• You provide payment information to Penn and your gift is automatically processed on the schedule outlined.

• During your reunion year, arrange for your 5-year pledge to be fulfilled through a recurring gift to maximize convenience.

Loyal Giving continued.

Levels of support: • $25,000+ | Ambassador • $10,000 – 24,999 | Founder• $5,000 – 9,999 | Fellow • $2,500 – 4,999 | AssociateStudents & recent graduates can join as an Associate at the following levels (Note: Total is represented as “cash-in”): • 2002 – 2006 | $1,000 • 2007 – 2012 | $500 • 2013 – 2019 | $250

Benjamin Franklin Society (BFS): A society recognizing leadership level annual giving donors. Leadership giving is at the core of The Penn Fund mission to support the priorities of undergraduate education at Penn. Members ensure that current students have life-changing opportunities available to them through the flexible and immediate-use dollars at the discretion of the University President. You are a member of the Benjamin Franklin Society with gifts to your Class Reunion Fund, as well as gifts to Undergraduate Financial Aid.

The Benjamin Franklin Society recognizes annual gifts. So, if you make a $25,000 commitment to your class Reunion Fund payable over 5 years and make annual payments of $5,000, you are recognized as a Benjamin Franklin Society Fellow.

28

Determine the best schedule for your gift committee work based on your specific role, and your availability. You can use MVP all year to send out email solicitation messages at your leisure. Below are suggestions for your personal outreach.

September – November is the ideal time to focus your efforts on those classmates who you hope will increase their support compared to their past giving. If you are soliciting BFS level gifts and multi-year commitments, now is the time to send out a welcome message and introduce yourself to your prospects, and let them know you will be asking for their support based on the schedule that works for you. For classmates who might be candidates for creating a new scholarship, it’s important to start the conversation now so there is plenty of time to make it a reality.

October – November is the perfect time for Pre-Reunion gatherings. Consider hosting events in cities where you have classmates. Your Penn Fund staff liaison can help tailor your guest list and help you create an event that motivates classmates to make Penn a philanthropic priority. Consider including a guest speaker like a current student, or a member of Penn’s development staff.

December is the time to ask for gifts from classmates who gave in the 2016 calendar year. Because Penn works on a fiscal year (July 1-June 30), we don’t want to miss these classmates. Every gift matters and we count on the continued support of all classmates to keep Penn at the top of national rankings.

January is the perfect time to thank your classmates who have already supported Penn.

February – April is a great time for Pre-Reunion events. Also, use this time to solicit classmates who haven’t been on your radar up to this point. The Penn Fund creates a “Draft Honor Roll” in April, and now is the perfect time to encourage your friends to get on the list of donors.

May – Take a look at classmates who have registered for Alumni Weekend but haven’t yet made a gift and ask them to join you in making a gift. Also, May is the ideal time to review those classmates who made a one-time gift this year and ask them to turn it into a multi-year commitment. During the weekend, you will present your Class Gift to Penn. We want to make sure as many classmates as are willing are included in the “big check” totals at Alumni Weekend.

June – The fiscal year ends on June 30, and this is a last chance to encourage classmates to make a gift in honor of your reunion year. Look at your progress to goals and see what your class needs to reach goal.

July – Please remember to thank your classmates for their support, and encourage them to stay connected to Penn through giving every year. Give yourself a pat on the back for a job well done.

Gift Strategy“Penn provided an irreplaceable lifetime benefit and lifelong friendships…the Penn experience affected every facet of my life.”

Warren Lieberfarb, W’65

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GIFT PLANNING STRATEGYPenn’s Office of Gift Planning is here to help you achieve your reunion goals with wise and thoughtful planning. Working with the University’s Office of Gift Planning, explore the many creative ways you can meet your personal planning and charitable giving objectives, support your reunion, and create a lasting Penn Legacy. Every new planned gift strengthens the programs in which you invest and, through your involvement, ensures the University remains the preeminent institution of higher education.

GIFT PLA

NN

ING

STR

ATEGY

30

In 1995, the University of Pennsylvania founded the Charles Custis Harrison Society as a way to provide ongoing thanks and to acknowledge the generosity of all who have named Penn as a beneficiary of a will, living trust, retirement plan, or life insurance policy, or have set up a life income gift that benefits Penn in the future.

• Benefits of membership in the Harrison Society include annual luncheons, invitations to special events and seminars, and a subscription to the University’s gift planning newsletter.

• Members also benefit from knowing that their gift helps secure the future of the University.

Goals:• Every undergraduate reunion class has a goal of 5 new members of the Harrison Society, except: The 50th reunion (Class of 1967) has a goal of 10 new Harrison Society members.

Identifying Potential Harrison Society Members

• Become a Harrison Society member and ask classmates to join you.

• Encourage every committee member to become a Harrison Society member.

• Include Gift Planning on agendas for committee meetings and incorporate a “Harrison Society ask” in calls.

• Include Gift Planning options in your class newsletters and emails.

Choosing the Right Asset for Philanthropy

• Credit card or check

• Appreciated Securities: Transfer publicly traded stock to the University of Pennsylvania to achieve capital gains advantages.

• Real Estate: Contact the Office of Gift Planning to see if a gift of your real estate (including undeveloped property, a personal residence or farm, rental property, or commercial property) may be possible. Real estate gifts may fund a reunion gift or scholarship, or be set up to provide a payment stream.

• IRA Charitable Rollover (for alumni ages 70.5 and older): Contact your IRA provider so they will mail a check prior to December 31, 2016 and June 30, 2017.

Join the Harrison Society with a Deferred Gift

• Beneficiary Designation of Employer-Paid Group Life Insurance or other Life Insurance policy: Complete a change in beneficiary form and designate Penn as a full, partial or secondary beneficiary of your employer-paid group life insurance policy or other life insurance policy.

• Bequest in your Will.

• Retirement Assets: Simply contact the retirement plan manager and complete a change of beneficiary form; name the University as a full, partial or secondary beneficiary.

• Charitable Gift Annuity: Gifts That Provide Payments to You or a Loved One.

1 Easy Path to Membership

31

Life Insurance Group Life Insurance Retirement Plan or IRA

1 Easy Path to Membership

To make a gift, contact your plan provider to include Penn as a full, partial, or secondary beneficiary.

Name: Trustees of the University of PennsylvaniaTax ID#: 23-1352685

When you’ve included Penn in your plans, let us know. Your gift qualifies you for membership in the Harrison Society.

Penn’s Office of Gift Planning215.898.6171

[email protected]

32

Take Notes Here!

33

CALENDAR OF EVENTSMake every day count. Refer to this calendar to plan communications and pre-reunion events.

34

NotesSUNDAY TUESDAY THURSDAYMONDAY WEDNESDAY FRIDAY SATURDAY

SEPTEMBER 2016

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19

Labor Day

Class Email Release Day Penn Spectrum Weekend www.alumni.upenn.edu/pennspectrum

Penn Spectrum Weekend

Perry World House Formal Opening


Content Due for September 19 class email

Content Due for October 4 class email

Our Penn - Philadelphia www.alumni.upenn.edu/ourpenn

Penn Club Louisiana Event PRLC www.alumni.upenn.edu/prlc

PRLC

20 21 22 23 24

25 26 27 28 29 30Penn Spectrum Weekend

OUTREACH BEGINS TODAY!www.alumni.upenn.edu/prlc

35


SEPTEMBER 2016

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19

Labor Day

Class Email Release Day Penn Spectrum Weekend www.alumni.upenn.edu/pennspectrum

Penn Spectrum Weekend



Content Due for September 19 class email


Our Penn - Philadelphia www.alumni.upenn.edu/ourpenn

Penn Club Louisiana Event PRLC www.alumni.upenn.edu/prlc

PRLC

20 21 22 23 24

25 26 27 28 29 30Penn Spectrum Weekend

OUTREACH BEGINS TODAY!www.alumni.upenn.edu/prlc

Please note that your Communication Chair will be in charge of providing content that is ready for email design by your Outreach Staff Liaison on the due date provided in this calendar.

36


OCTOBER 2016

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24

31

25 26 27 28 29

Rosh Hashana Rosh Hashana


Content Due for November 8 class email

Penn Fall Break Penn Fall Break Penn Fall Break

Penn Fall Break

Class Email Release Day


Our Penn New York www.alumni.upenn.edu/ourpenn

Columbus Day Yom Kippur Penn Family Weekend

Homecoming Weekend www.alumni.upenn.edu/homecoming

Penn Family Weekend

Homecoming Weekend

Homecoming Weekend

Penn Family Weekend Sukkot

Halloween

Shmini Atzeret

Diwali

37


OCTOBER 2016

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24

31

25 26 27 28 29

Rosh Hashana Rosh Hashana


Content Due for November 8 class email

Penn Fall Break Penn Fall Break Penn Fall Break

Penn Fall Break



Our Penn New York www.alumni.upenn.edu/ourpenn

Columbus Day Yom Kippur Penn Family Weekend

Homecoming Weekend www.alumni.upenn.edu/homecoming

Penn Family Weekend

Homecoming Weekend

Homecoming Weekend

Penn Family Weekend Sukkot

Halloween

Shmini Atzeret

Diwali


38


NOVEMBER 2016

6 7 8

1

9

2

10

3

11

4

12

5

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30

Our Penn LA www.alumni.upenn.edu/ourpenn

Election Day

Daylight Savings Time Ends Class Email Release Day

National Philanthropic Day

Giving Tuesday

Class Email Release Day Thanksgiving

Veterans DayContent Due for November 22 class email

Content Due for December 6 class email

Our Penn San Francisco www.alumni.upenn.edu/ourpenn

Penn Thanksgiving Break


Penn Thanksgiving Break Penn Thanksgiving Break

39


NOVEMBER 2016

6 7 8

1

9

2

10

3

11

4

12

5

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30

Our Penn LA www.alumni.upenn.edu/ourpenn

Election Day

Daylight Savings Time Ends Class Email Release Day

National Philanthropic Day

Giving Tuesday

Class Email Release Day Thanksgiving

Veterans DayContent Due for November 22 class email


Our Penn San Francisco www.alumni.upenn.edu/ourpenn



Penn Thanksgiving Break Penn Thanksgiving Break


40


DECEMBER 2016

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31



Christmas Chanukah

Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break

Chanukah Chanukah Chanukah Chanukah Chanukah

Last day to make a gift to Penn in 2016; give today www.pennfund.upenn.edu/givenow


Engaging Minds New Yorkwww.alumni.upenn.edu/engagingminds

SEND HOLIDAY GREETINGS TO YOUR CLASSMATES!

IVY STONE SOCIETY DECEMBER DRIVE

41


DECEMBER 2016

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30 31



Christmas Chanukah

Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break Penn Winter Break

Chanukah Chanukah Chanukah Chanukah Chanukah

Last day to make a gift to Penn in 2016; give today www.pennfund.upenn.edu/givenow


Engaging Minds New Yorkwww.alumni.upenn.edu/engagingminds

SEND HOLIDAY GREETINGS TO YOUR CLASSMATES!

IVY STONE SOCIETY DECEMBER DRIVE


42


JANUARY 2017

8

1

9

2

10

3

11

4

12

5

13

6

14

7

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

Chanukah

Penn Winter Break Penn Winter Break

Content Due for January 10 class email

Martin Luther King Jr. Day (Day of Service)

Inauguration Day


Content Due for February 7 class email

Class Email Release Day Chinese New Year


COME BACK, GIVE BACK TIME TO MOVE FULL SPEED AHEAD

WITH OUTREACH!!

43


JANUARY 2017

8

1

9

2

10

3

11

4

12

5

13

6

14

7

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

Chanukah

Penn Winter Break Penn Winter Break


Martin Luther King Jr. Day (Day of Service)

Inauguration Day



Class Email Release Day Chinese New Year


COME BACK, GIVE BACK TIME TO MOVE FULL SPEED AHEAD

WITH OUTREACH!!


44


FEBRUARY 2017

5 6 7 8

1

9

2

10

3

11

4

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28

Groundhog Day



Lincoln’s Birthday Valentine’s Day Volunteer Leadership Retreat Volunteer Leadership Retreat


Class Email Release DayPresident’s Day

Washington’s Birthday

45


FEBRUARY 2017

5 6 7 8

1

9

2

10

3

11

4

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28

Groundhog Day



Lincoln’s Birthday Valentine’s Day Volunteer Leadership Retreat Volunteer Leadership Retreat


Class Email Release DayPresident’s Day

Washington’s Birthday


46


MARCH 2017

5 6 7 8

1

9

2

10

3

11

4

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31

Content Due for March 21 class email

Alumni Weekend 2017 Registration Opens. www.alumni.upenn.edu/alumniweekend


Content Due for April 4 class email


Ash Wednesday (Lent Begins)

Penn Spring Break

Penn Spring Break

Penn Spring Break

Purim St. Patrick’s Day

Daylight Savings Time

Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break

REGISTRATION OPENS!DRAFT HONOR ROLL MONTH

Get your name on the list!

47


MARCH 2017

5 6 7 8

1

9

2

10

3

11

4

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31

Content Due for March 21 class email

Alumni Weekend 2017 Registration Opens. www.alumni.upenn.edu/alumniweekend




Ash Wednesday (Lent Begins)

Penn Spring Break

Penn Spring Break

Penn Spring Break

Purim St. Patrick’s Day

Daylight Savings Time

Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break Penn Spring Break

REGISTRATION OPENS!DRAFT HONOR ROLL MONTH

Get your name on the list!


48


APRIL 2017

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24 25 26 27 28 29



Palm Sunday

Easter Tax Day

Good Friday

Content Due for May 2 class email


Administrative Professionals Day

Arbor Day


Passover Passover Passover

Passover Passover Passover Passover Passover

COUNTDOWN TO REUNION BEGINS

49


APRIL 2017

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24 25 26 27 28 29



Palm Sunday

Easter Tax Day

Good Friday



Administrative Professionals Day

Arbor Day


Passover Passover Passover

Passover Passover Passover Passover Passover

COUNTDOWN TO REUNION BEGINS


50


MAY 2017

7 8

1

9

2

10

3

11

4

12

5

13

6

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Class Email Release Day Big Check Presentation Countdown; give today www.pennfund.upenn.edu/givenow


Commencement

Reunion Class Award Cycle Begins - Call for Reunion Class Award Submissions

Memorial Day Shavuot

Armed Forces Day

Mother’s Day

Quaker Trot: 8:30 - 9:30 AMParade Line up: 11:45 AMAlumni Day Picnic: 12:30 - 3:30 PMTaste of Penn Spectrum: 6 - 9 PMPenn Highball: 9 PM - Midnight

Alumni Weekend 2017www.alumni.upenn.edu/alumniweekendFranklin Fest – All Alumni party: 7-11 PM

All-Alumni Breakfast: 9:30 - 11:30 AMAll-Alumni memorial Service: 10 - 10:30 AM

Cinco De MayoTIME TOCELEBRATE!

51


MAY 2017

7 8

1

9

2

10

3

11

4

12

5

13

6

14 15 16 17 18 19 20

21 22 23 24 25 26 27

28 29 30 31

Class Email Release Day Big Check Presentation Countdown; give today www.pennfund.upenn.edu/givenow


Commencement

Reunion Class Award Cycle Begins - Call for Reunion Class Award Submissions

Memorial Day Shavuot

Armed Forces Day

Mother’s Day

Quaker Trot: 8:30 - 9:30 AMParade Line up: 11:45 AMAlumni Day Picnic: 12:30 - 3:30 PMTaste of Penn Spectrum: 6 - 9 PMPenn Highball: 9 PM - Midnight

Alumni Weekend 2017www.alumni.upenn.edu/alumniweekendFranklin Fest – All Alumni party: 7-11 PM

All-Alumni Breakfast: 9:30 - 11:30 AMAll-Alumni memorial Service: 10 - 10:30 AM

Cinco De MayoTIME TOCELEBRATE!


52


JUNE 2017

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30

Shavuot

Flag Day

Father’s Day

Ramadan Ends

Reunion Class Award Submission Ends at Midnight

ACLC Award Committee Class Awards Voting Closes at Midnight

ACLC Award Committee Begins Voting on Class Award Submissions

ACLC Award Committee Announces Class Award Results to Candidates. Reunion Class Awards Cycle Ends.

Fiscal Year End - Make Your Annual Penn Fund Gift! www.pennfund.upenn.edu/giving

BUT WAIT, THERE’S MORE!Post-reunion follow up, fiscal year-end giving and class awards.

53


JUNE 2017

4 5 6 7 8

1

9

2

10

3

11 12 13 14 15 16 17

18 19 20 21 22 23 24

25 26 27 28 29 30

Shavuot

Flag Day

Father’s Day

Ramadan Ends

Reunion Class Award Submission Ends at Midnight

ACLC Award Committee Class Awards Voting Closes at Midnight

ACLC Award Committee Begins Voting on Class Award Submissions

ACLC Award Committee Announces Class Award Results to Candidates. Reunion Class Awards Cycle Ends.

Fiscal Year End - Make Your Annual Penn Fund Gift! www.pennfund.upenn.edu/giving

BUT WAIT, THERE’S MORE!Post-reunion follow up, fiscal year-end giving and class awards.


54


JULY 2017

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24

31

25 26 27 28 29

Independence Day

Reunion Class Officer Election Cycle Begins. Call for Nominees sent to classes.

Reunion Class Officer Nominees Contacted to Confirm Nomination

Reunion Class Officer Elections Open - Ballot Emailed to Classes

Reunion Class Officer Nominations Close at Midnight.

Parents Day

CLASS ELECTION CYCLE BEGINS!

55


JULY 2017

2 3 4 5 6 7 8

1

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23

30

24

31

25 26 27 28 29

Independence Day

Reunion Class Officer Election Cycle Begins. Call for Nominees sent to classes.

Reunion Class Officer Nominees Contacted to Confirm Nomination

Reunion Class Officer Elections Open - Ballot Emailed to Classes

Reunion Class Officer Nominations Close at Midnight.

Parents Day

CLASS ELECTION CYCLE BEGINS!


56


AUGUST 2017

6 7 8

1

9

2

10

3

11

4

12

5

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31

Tish’a B’Av

Reunion Class Officer Elections Close at Midnight.

Women’s Equality Day

Reunion Class Officer Elections Results Announced to Respective Class Officers. Reunion Class Election Cycle Closed.

Build on the momentum of your reunion! Just because this calendar has ended doesn’t mean your engagement has to! Plan post-reunion events, class projects, social media posts - keeping your class engaged now means they’ll come back for the next reunion!

57


AUGUST 2017

6 7 8

1

9

2

10

3

11

4

12

5

13 14 15 16 17 18 19

20 21 22 23 24 25 26

27 28 29 30 31

Tish’a B’Av

Reunion Class Officer Elections Close at Midnight.

Women’s Equality Day

Reunion Class Officer Elections Results Announced to Respective Class Officers. Reunion Class Election Cycle Closed.

Build on the momentum of your reunion! Just because this calendar has ended doesn’t mean your engagement has to! Plan post-reunion events, class projects, social media posts - keeping your class engaged now means they’ll come back for the next reunion!


58

Mobile Volunteer Portal (MVP) www.mvp.upenn.edu

Giving to Penn Fund www.pennfund.upenn.edu/givenow

QuakerNet www.myquakernet.com

Reunion Class Websites www.alumni.upenn.edu/class

Alumni Photo Albums www.pennalumni.phanfare.com

Penn Alumni Facebook www.facebook.com/pennalumni

Penn Alumni Twitter @pennalumni

Penn Alumni Instagram @pennalumni

Penn Alumni YouTube www.youtube.com/pennalumni

Frankly Penn Blog www.franklypenn.com

The Penn Fund YouTube www.youtube.com/thepennfund

PennKey www.upenn.edu/pennkey

The Penn Fund 215.898.8445

www.pennfund.upenn.edu

Classes and Reunions 215.898.6421

www.alumni.upenn.edu/class

Office of Gift Planning 215.898.6171

www.giving.upenn.edu/gift-planning

Alumni Education and Career Networking 215.898.3097

www.alumni.upenn.edu/careernetworking

Multicultural Outreach 215.898.6168

www.alumni.upenn.edu/multicultural

Penn Admissions 215.898.7507

www.upenn.edu/admissions

Regional Clubs 215.573.3711

www.alumni.upenn.edu/club

Undergraduate Financial Aid 215.898.4551

www.unsp.upenn.edu

Alumni Resources

Web Resources

Save the

DateF E A T U R I N G A R T S & C U L T U R E A T P E N N

HOMECOMING WEEKEND 2016

O C T O B E R 2 8 - 3 059

SESSION NOTES

Use this section to take notes on the sessions during the weekend.

SESSION

NO

TES

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Training Sessions

“I hope that we will reflect on and give thanks for all with whom we are connecting or reconnecting, for the many who cannot be here to join us for this milestone celebration, and for the numerous acquaintances, faculty, and staff who over the years continued to make a difference in our lives.”Howard Coonley, C’66, Class President 1966

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Training Sessions

“It was such a joy to see our class come together in record numbers at our Friday night party at the Penn Museum! Seeing classmates so happy to celebrate together and catch up with each other is what makes Penn Reunions truly special!”David C Blatte, W’86, Co-President (ACLC)

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Training Sessions

Whether it’s the phenomenal education that helped pave the way for my career, the friendships I made and continue to make through Penn alumni networks, or the support I’ve received from the faculty over the years, it often feels like all roads lead back to Penn for me.” Lori Wachs, W’90

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Training Sessions

“Penn has been a central figure our lives. Family, friends and work have all been intertwined in our “Penn Experience” which certainly did not end at graduation. We continue to learn, meet and make new friends through Penn. In appreciation, we are both thrilled to give back to Penn as committed alumni volunteers!”Sue Dreier Wishnow, Class of ’86 Co-Presidents

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Training Sessions

“I volunteer with Penn because I love being connected to the University and its alumni. Reunions are a chance to see old friends and make new ones!”Nicole Oddo Smith, C’05

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STRATEGIC PLANNING REFERENCE MANUAL

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Transcript of STRATEGIC PLANNING REFERENCE MANUAL