Volunteer Conference Getting Started

PENN REUNION WORKBOOK VOLUNTEER CONFERENCE GETTING STARTED

Welcome!

“Whether this is your first time considering volunteering or if you are a seasoned class volunteer, we are glad you are joining us for the Penn Reunion Volunteer Conference (PRVC). You will experience the magic that happens at PRVC as you connect as classmates and plan for your upcoming reunion! Attending PRVC is a Penn-ergizing experience designed to leverage volunteers’ reunion-planning expertise to maximize attendance and excitement at your class’ reunion.”

Lisa Nass Grabelle, C’93, L’96, PAR’23 President, Alumni Class Leadership Council

“While we cannot meet in Houston Hall this year, the virtual Penn Reunion Volunteer Conference (PRVC) remains a terrific opportunity to reconnect with classmates and University staff as well as to collaborate, learn, and brainstorm new ideas to engage fellow alumni in the achievement of our fundraising goals. It also serves as a great way to kick-off your milestone reunion celebration, and will be a fun and productive experience. We look forward to bringing everyone together in new ways this September!”

Yusef Kassim, ENG’99 Chair, The Penn Fund Executive Board

PENN REUNION VOLUNTEER CONFERENCE 2 GETTING STARTED

Engage. Support. Reconnect.

Penn Alumni Relations and The Penn Fund are both eager and excited to welcome you back to campus on May 14-17, 2021! While it is our hope and intent to celebrate in person, the University administration along with the Health System continue to monitor the ongoing Covid-19 pandemic. We ask for your patience and partnership in the coming months as we work within the guidelines outlined as it pertains to safely returning to campus. Reunion planning may look a little different than in years past, but what you are tasked with as reunion volunteers remains the same. Together, you will discover new opportunities to celebrate and engage with your class and the Penn community. This booklet and the Penn Reunion Planning website (www.alumni.upenn.edu/reunionplanning) are designed to help guide you and your fellow committee members through the planning process, and to encourage you to think outside the box and help engage as many classmates as possible while encouraging them to engage, support, and reconnect with Penn! 1 5 Steps to Build a Successful Reunion!

Build your Create an Connect with 2 Committee Outreach Classmates Strategy

3 Communicate Keep your Brainstorm a Populate (or website monthly email create) your social up-to-date content plan media channels

Keep in Schedule virtual 4 touch committee meetings and class gatherings

5 Utlilize Search for classmates Review Set Goals Penn on QuakerNet Affinity Lists resources (Soon to be MyPenn!)

Check items Mark your off your list calendar!

PENN REUNION VOLUNTEER CONFERENCE 3 OUTREACH STRATEGY

Build Your Committee

Reunion success is based on the dedication and enthusiasm of your committee. Begin by recruiting classmates to join your committee, delegate committee roles, and start connecting with classmates!

Reunion Chair(s) Recruits committee members and works with respective chairs on planning and outreach strategies. Works directly with Alumni Relations staff liaison to plan reunion weekend events. Creates agenda for monthly call with chairs, provides updates to staff liaison.

Outreach Chair(s) Recruits classmates for outreach. Works with Reunion Chair to set outreach goals and strategy. Coordinates outreach strategy meetings and conference calls. Tracks outreach strategy progress and provides updates to Reunion Chair.

Communications Chair(s) Works with Reunion Chair and Social Media Chair on communication strategy. Provides class email content to Alumni Relations staff liaison per communication deadlines.

Social Media Chair(s) Work with Reunion and Communications Chairs to create social media buzz about upcoming reunion activities. Utilize class Facebook groups, Instagram, Twitter, etc.

Affinity Student Involvement Chair(s) Recruit classmates to reach out to affinity and student involvement groups. Work with Reunion and Outreach Chairs on affinity outreach strategy. Report back to Outreach Chair on progress.

Penn Spectrum Chair(s) Coordinate outreach to diverse classmates. Work with Penn Spectrum diversity groups to support and promote Spectrum programming. Collaborate with Communications and Outreach Chairs to include Penn Spectrum messaging and event listings in class outreach.

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.

PENN REUNION VOLUNTEER CONFERENCE 4 OUTREACH STRATEGY

Schedule Committee Meetings

Committee meetings are necessary to keep track of outreach and planning goals, as well as a great opportunity to connect with your class. Schedule monthly meetings with each sub-committee as well as the full outreach committee using virtual platforms or conference calls.

What to expect: • An opportunity for team building • Review class lists Agenda | Class of 2020 Outreach Conference Call • Overview of Alumni Weekend schedule of events September 12, 2020 | Zoom | 7 PM EST • Gift update 1. Introductions and Hello! • Delegate committee assignments 2. Review events/schedule for Alumni Weekend • Develop a communications plan 3. Gift update • Create content for social media 4. Social Media Strategy Be mindful: i. Promote class specific events • Time zones may vary; use online tools like Doodle to assist in scheduling ii. Tease giveaways and promo items • Prepare an agenda and share prior to the meeting iii. Encourage committee to post when they register for

• Limit meetings to an hour Alumni Weekend 5. Outreach plan Pro Tip: Take a photo or screenshot i. Assign captains for affinity outreach of your committee meetings to ii. use for your next class email and Review classmates on the no contact list or to share on your social media iii. Review phone call script channels! 6. Weekly registration numbers 7. Group Zoom photo and Virtual Toast!

PENN REUNION VOLUNTEER CONFERENCE 5 OUTREACH STRATEGY

Calendar

EVENTS, REMINDERS & OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY PLANNING AND OUTREACH

6: Career Tools Webinar Series Career Tools Webinar 5: Programming through Series 12: Alumni Career Design December 31 will he held 12: Engaging Minds University Events Fellowship 9-14: Homecoming@Home online. Visit www.alumni. 12 PM EST upenn.edu/govirtual for the 14: Global Discovery Series 16: Power of Penn Faculty full list of programs. 21: Power of Penn Faculty Series Series

2: Groundhog Day 11-18: Hanukkah 1: New Year’s Day 12: Chinese New Year 12: Columbus Day 11: Veterans Day Holidays 25: Christmas 18: Martin Luther King Jr. 14: Valentine’s Day 31: Halloween 26: Thanksgiving 26: Kwanzaa Day 15: President’s Day 17: Ash Wednesday

• Plan affinity/student involvement outreach • Continue to build your • Promote Engaging Minds outreach committee (December 12) SEND HOLIDAY MESSAGE • Plan affinity/student • Encourage classmates to book • Ben’s Birthday Bash is a involvement outreach hotels • Share reunion updates with great opportunity to connect • Update outreach tracking • Develop content plan for email • Create a plan to track outreach with Regional Clubs virtually classmates • Have a committee call focusing Planning & Outreach and social media to make sure you reach every www.alumni.upenn.edu/ • Encourage classmates to login on outreach updates mid- classmate! bensbirthdaybash to MyPenn • Schedule monthly committee month conference meetings/calls • Login to MyPenn (formerly • Start collecting nostalgic • Check-in with all committees throughout the reunion cycle QuakerNet) to update photos from classmates to use • Brainstorm itinerary for reunion your profile and search for in slideshows and emails weekend (Refer to weekend classmates calendar on page 21) • Promote virtual events and Homecoming @Home

PENN REUNION VOLUNTEER CONFERENCE 6 OUTREACH STRATEGY

Calendar

EVENTS, REMINDERS & MARCH APRIL MAY JUNE JULY PLANNING AND OUTREACH

14-17: Alumni Weekend (Classes ending in 1 and 6) University Events 20-23: Reunion Weekend Part II (Classes ending in 0 and 5) 17: Commencement

14: Daylight Savings 2: Good Friday 5: Cinco de Mayo Holidays 17: St. Patrick’s Day 4: Easter 9: Mother’s Day 20: Father’s Day 4: Independence Day 28-4: Passover 22: Earth Day 31: Memorial Day

• Highlight reunion weekend activities • Reunion debrief with committee and Alumni • Last chance to book rooms Relations staff liaison from hotel block • Keep social media going with • Focus outreach on past reunion weekend photos, ask reunion attendees, alumni with CONTINUE OUTREACH! • Continue to collect nostalgic for comments/posts from a spouse that is also an alum, • Remind classmates that • Confirm your class leadership Planning & Outreach photos of your time on attendees classmates with kids that are registration doesn’t close - for the next five years. campus, share on social media • Reunion Chairs and Class graduating they can walk on to all events! Leadership to submit class • Entire committee should be summary or submit to be registered by now! considered for a class award • Promote class/parade favor • Make a final push to support and Penn Alumni giveaway your class gift before June 30 • Finalize parade script

PENN REUNION VOLUNTEER CONFERENCE 7 OUTREACH STRATEGY

Alumni Weekend Programming

Friday, May 14 Saturday, May 15

TIME EVENTS EVENTS

9 AM

10 AM Morning Programming

11 AM Conversation with Dr. Gutmann 12 PM Alumni Day Parade 50+ Lunch & Learn: 1 PM Panel 1: 12 PM - 1:15 PM Alumni Day Picnic 2 PM Lunch 1:15 PM - 2:30 PM Campus Then 3 PM Panel 2: 2:30 PM - 3:30 PM and Now Tours 4 PM Friday Afternoon Programming Afternoon Programming 5 PM

6 PM President’s Volunteer Reception and Check Presentation 7 PM

8 PM FranklinFest and 9 PM yPenn Highball Reunion 10 PM Parties Reunion Parties

11 PM

12 PM

PENN REUNION VOLUNTEER CONFERENCE 8 OUTREACH STRATEGY

Alumni Weekend Programming

Sunday, May 16 Suggestions for Additional Events

TIME EVENTS Advertise existing events to your class • Netter Center Panel: Saturday | 4:00 - 5:30 PM 9 AM • Museum Tours: Penn Museum and The Barnes Museum 10 AM All-Alumni Brunch and • Tours: Student-led walking tours Memorial Service 11 AM Plan class-specific events with a targeted purpose 12 PM • Educational Events: Single classmate, panel of classmates with Sunday Programming one interest, group-shares 1 PM • Intentional Segment Events: Family brunch, sober space 2 PM • Tours: Class gifts tour, student tours with specific routes 3 PM • Welcome Area • Fun & Games: Group exercise, scavenger hunt, trivia 4 PM

5 PM

6 PM 7 PM Calendar Key 8 PM Programming for all classes, do not program over these 9 PM events

10 PM Events where you can incorporate your class

11 PM Suggested time slots for additional programming 12 PM

PENN REUNION VOLUNTEER CONFERENCE 9 OUTREACH STRATEGY

Alumni Weekend Snapshot

1. Use Alumni Weekend signature events to enhance your programming. • Friday: FranklinFest and yPenn Highball (6:00 PM - Midnight) • Saturday: Conversation with President Amy Gutmann (10:45 - 11:30 AM) • Saturday: Alumni Day Parade and Picnic (Noon - 3:30 PM) • Sunday: All-Alumni Breakfast and Memorial Service (9:00 - 11:30 AM)

*All reunion volunteers, both outreach committee and gift committee, are invited to The President’s Volunteer Leadership Reception on May 14 at 5:30 PM, in honor of your volunteer service.

2. Online registration opens March 1, 2021! Committee members are encouraged to register once registration is open.

3. For classmates who are unable to attend the full weekend, advertise the Alumni Day Pass ($40), which includes Franklin Fest and yPenn Highball, Alumni Day Picnic, All-Alumni Breakfast, and Penn Alumni insulated tote.

4. Hotels fill up quickly! Promote the Penn Alumni hotel room blocks to your class: www.alumni.upenn.edu/awhotels.

Alumni Weekend Registration Specific reunion pricing will be advertised in January. The cost of the Alumni Day pass will be $40 and required to enter Alumni Day picnic tents, including participating school tents. Name badges are required to enter picnic tents, so plan to pick up your name badge prior to the Alumni Day parade at the registration tent located behind Sweeten Alumni House. Both reunion specific pricing and the Alumni Day pass will include a Penn Alumni insulated tote. The Penn Alumni insulated tote will only be available at central registration.

Alumni Day Picnic During the picnic, activities will be available for all ages. Entertainment includes a DJ and performances by the Glee Club and Penn Band.

Picnic Locations: College Green: The Quad: Penn Park: Post 50th and Old Guard Tent: 1956/65th, 1961/60th and 1991-2010, 2001/20th and 2011-2020, 2010/10th, and 1966/55th Reunion Picnics 2006/15th Reunions 2016/5th Picnics 50th Reunion Tent: Class of 1971 1972-1995, 1976/45th, 1981/40th, 1946/75th and 1951/70th Reunion 25th Reunion Tent: Class of 1996 1986/35th and 1991/30th picnics will be held in an indoor Reunion Picnics location, to be determined Participating Schools: Dental, Engineering, Nursing and Medical Reunion Picnic tents.

PENN REUNION VOLUNTEER CONFERENCE 10 OUTREACH STRATEGY

Student Involvements / Affinity Groups

Divide and conquer! Start identifying committee members to lead affinity group outreach. Utilize QuakerNet to find classmates.

College Houses Delta Kappa Epsilon-Fraternity Sigma Psi Zeta Sorority Sailing-Varsity Ballroom Dance Club-Soc Arts House Delta Phi Alpha-Fraternity Tau Epsilon Phi-Fraternity Ski Racing-Club Beta Gamma Sigma-Honor (3 floors in Harnwell House) Delta Phi Epsilon-Sorority Theta Xi-Fraternity Soccer-Club Big Brothers Big Sisters Butcher/Speakman/Class of ‘28 Delta Psi-Fraternity Upsilon Sigma Nu-Sorority Soccer-Intramural Bio. Basis Behavior Soc.-Acad (Quad) Delta Sigma Pi-Fraternity Zeta Beta Tau-Frat Soccer-Varsity Bio-Med Resrch Society-Acad Fisher Hassenfeld Delta Sigma Theta-Sorority Zeta Phi Beta-Sorority Softball-Varsity Black Arts League-Cultr Goldberg Delta Tau Delta-Fraternity Zeta Psi-Fraternity Squash-Varsity Black PreHealth Society-Acad Gregory Delta Upsilon-Fraternity Zeta Tau Alpha-Sorority Swimming-Varsity Black PreLaw Society-Acad Hamilton InterFrat Council-Fraternity Athletics Table Tennis-Club Black Student League-Cultr Harnwell (High Rise East) Kappa Alpha Psi-Fraternity Akido-Club Tennis-Varsity Black Wharton U/G Assn.-Acad Harrison (High Rise South) Kappa Alpha Society-Fraternity Baseball-Club Track-Intramural Bloomers-Perform Hill Kappa Alpha Theta-Sorority Baseball-Varsity Track-Varsity Bowl Award International House Kappa Delta-Sorority Basketball-JV Volleyball-Varsity Bread Upon Waters Kings Court / English House Kappa Sigma-Fraternity Basketball-Intramural Water Polo-Club Bridging the Gap New College House Lambda Upsilon Lambda-Frat Cheerleading-Varsity Water Polo-Varsity Campus Crusade-Religious Riepe Panhellenic-Serv Cricket-Club Wrestling-Varsity Campus Guides-Serv Rodin (High Rise North) Phi Alpha Sigma-Public Cross Country-Varsity Student Involvements Canadian Club-Cultr Sargent Hall Phi Beta Sigma-Fraternity Cycling-Club 1 in 4 Cane Award Spruce Phi Delta Theta-Fraternity Equestrian-Club 34th Street Magazine Carribean American Stu Assn. Stouffer Phi Gamma Delta-Fraternity Fencing-Varsity ACELA-Cultr Chemistry Club-Acad Van Pelt Phi Kappa Psi-Fraternity Field Hockey-Club ADEPEP-Cultr Chess Club-Soc W.E.B. Du Bois House Phi Kappa Sigma-Fraternity Field Hockey-Varsity African American Arts Aliiance Chinese Student Assn.-Cultr (Low Rise North) Phi Sigma Kappa-Fraternity Flag Football-Intramural African Rhythms-Dance Arts Choral-Perform Ware Phi Sigma Sigma-Sorority Football (Sprint/LWT)-Varsity Africana Studies Summer Institute Chord on Blues-Perform Greek Pi Beta Phi-Sorority Football-Intramural AISEC-Cultr Christian Association-Religious Acacia-Fraternity Pi Kappa Alpha-Fraternity Football-Varsity Alpha Phi Omega-Serv Cipactli Latino Hon Soc-Cultr Alpha Chi Omega-Sorority Pi Kappa Phi-Frat Frisbee-Club Alpha Psi-Public Circle K-Serv Alpha Chi Rho-Fraternity Pi Lambda Phi-Fraternity Golf-Varsity Alternate Spring Break-Serv Civic House Public Interest In Alpha Epsilon Pi-Fraternity Pi Mu Epsilon-Fraternity Gymnastics-Club Alumnae Club of Phila.-Soc Civic House-Serv Alpha Kappa Alpha-Sorority Pi Sigma Alpha-Fraternity Gymnastics-Varsity Amer. Inst. Chem. Engineers-Acad Class of 1925 House-Coll Hse Alpha Kappa Delta Phi Sorority Psi Upsilon-Fraternity Ice Hockey-Club American Marketing Assn.-Acad College Bowl-Acad Alpha Kappa Kappa-Sorority Sigma Alpha Epsilon-Fraternity Ice Hockey-Varsity Amnesty International-Serv College Republicans-Govern Alpha Kappa Psi - Fraternity Sigma Alpha Mu-Fraternity Lacrosse-Varsity Ancient Voices Community Kids-Serv Alpha Phi-Sorority Sigma Chi-Fraternity Pennguinnettes Arts House-Coll Hse Community Serv. Volunteer-Serv Alpha Tau Omega-Fraternity Sigma Delta Tau-Sorority Rec Sports/Activities-Other Arts Hse Dance Cpny-Perform Connaissance-Cultr Beta Alpha Psi-Fraternity Sigma Kappa Sorority Rowing-Varsity Ase Academy Counterparts-Activ Beta Phi-Sorority Sigma Lambda Upsilon-Sorority Rowing-Intramural Asian Pac Amer Leadrship Intv Curtis Organ Rest. Soc.-Serv Beta Theta Pi-Fraternity Sigma Nu-Fraternity Rowing-Other Asian Pacific Coalition-Cultr Daily Pennsylvanian-Public Chi Omega-Sorority Sigma Phi Delta-Sorority Rugby-Club Ayalah-Cultr David R Goddard Award-Awd Community House-College House Sigma Phi Epsilon-Fraternity Rugby-Varsity Badminton-Club Debate Council-Acad Delta Delta Delta-Sorority Sigma Pi-Fraternity Sailing-Club Balalaika-Cultr Delta Sigma Delta-Public

PENN REUNION VOLUNTEER CONFERENCE 11 OUTREACH STRATEGY

Student Involvements / Affinity Groups

Student Involvements (Cont.) Intuitions-Perform Omega Upsilon Phi-Public PennQuest Student Committee for U/G Educ Destination Hip Hop - Dance Irish Club-Cultr Onyx Senior Society-Honor Penny Loafers-Perform Student Credit Union-Activ Dhamaka - Dance Arts Italian Club-Cultr Oracle - Student Honor Society PennYo - A Cappella Group Students helping Students-Serv Dining Philosophers-Acad Ivy Transfers-Soc Orchestra-Perform Phi Beta Kappa-Honor Tae Kwan Do-Club Dining Philosophers-Acad J Whar Scholar Progr-Acad OSA Leadership Retreat Phi Lambda Kappa-Public Taiwanese Society-Cultr Dining Service-Activ Japan Student Association Outing Club-Recrea Philomathean Society-Soc Tau Beta Pi-Honor Dzine2Show Jazz Ensemble-Perform Pakistan Society-Cultr PHINS TCPW Srud Ldrshp Award-Awd East Asia House-Acad Jewish Soc Act Comm-Cultr PASS-Cultr Pi Tau Sigma The Fontaine Society Emmanuel Christian Fellowship John Morgan PreHealth So-Acad PCUW Consortium of UG Women Poor Richard’s Records-Public The Penn Band Eng. Stud. Act. Council-Soc Kelly Writers House Penn 6-5000-Perform Pre-Vet Society-Acad Thouron Award-AWD Entrepreneurial Club-Soc Kite & Key-Serv Penn African Stu Asso-Cultr Progressive Student Allnc-Soc Triangle-Public Environ/Recycling Group-Serv Kite and Key Soc/Campus Guides Penn College Democrats-Govern Punch Bowl-Punch Bowl-Public U. City Hospitality Coal.-Serv Eracism-Serv Korean Student Association Penn Consumers Board-Serv Quadramics-Perform U/G Am. Civ. Society-Acad Eta Kappa Nu-Honor Lauder Chinese Immersion Penn Course Review-Serv Quaker Notes-Perform U/G Assembly-Govern Film & Video-Soc Lauder French Immersion Penn Dance Group-Perform Queer Student Association-Serv U/G Communications Soc.-Acad Finance Club-Acad Lauder Japanese Immersion Penn Debate Society R Jean Brownlee Award-Awd U/G Economics-Acad Fox Leadership Program Lauder Program Penn Dixie-Cultr Rap-Line-Serv U/G English Club-Acad Law Clinic-Activ Franklin Scholar-Acad Penn Education Society Red & Blue-Govern U/G Fin Aid: Mayor’s Scholar Law Journal French Club-Acad Penn Environmental Group (PEG) Resident Advisor U/G Psychology Society-Acad Law Review-Public Friars-Senior Society Penn Hunger Action-Serv Residential Advisory Board RAB U/G Sociology Society-Acad Law Student Government Friends of Africana Studies Penn Masala-Cultr Roller Hockey-Club Unit Minorities Council-Cultr Lesbians & Gays-Soc Front Row Theater Penn Philippine Assn.-Cultr ROTC-Air Force University Choir Living Water Christian Fellows Full Measure - A Cappella Penn Pipers-Perform ROTC-Army University Council-Govern Management Club-Acad German Club-Acad Penn Players-Perform ROTC-Navy/Marine University Scholars Prog.-Serv Mask & Wig-Perform Glee Club-Perform Penn Political Union-Govern Russian Club-Acad University Wind Ens-Perform Mecha-Cultr Greek Club-Acad Penn Recycling Group-Serv Science & Tech Wing STWing UTV (Univ. Television)-Perform Mgm’t & Tech. Club-Acad Greenfield Ment Int’c Tr-Serv Penn Review-Public Senior Class Board-Senior Volleyball (M)-Club Modern Language House-Coll Hse Habitat for Humanity-Serv Penn Singers-Perform Sigma Theta Tau-Public Weingarten Program Mortar Board Senior Society Hexagon Society-Acad Penn Student Agencies-Serv Ski Club-Recrea West Phila Tutoring Project Muslim Student Assn.-Religious Highball Magazine Penn Student Nurse Assn.-Acad Soc. Hispanic Prof. Eng.-Acad Wharton Account-Acad Nat’l Dec. Program-Activ Highball-Perform Penn Vietnamese Club-Cultr Soc. Women Engineers-Acad Wharton Asian Assoc.-Cultr Nat’l Soc of Black Eng-Acad Hillel-Religious Penn Volunteer Network-Serv Social Planning & Events-Soc Wharton Finance Club-Acad Netter Center - Community Hype Dance Group Partnership Penn World Review-Public South Asian Society-Cultr Wharton Follies-Perform Inspiration-Activ New Student Week Comm.-Soc PennACLE Sparks-Activ Wharton Women-Soc Inst. Elect. Engineers-Acad Newman Club-Religious PennCap/PFP-Acad Sphinx Senior Society Without a Net - SMC Group Intern’l Affairs Assn.-Cultr Noms. & Elections Comm.-Govern Pennchants - A Cappella Sports Club Council-Recrea Women’s Alliance-Soc InterVarsity Christian Fellows Nu Sigma Nu-Public PennCORP (Civic House) Spring Fling-Activ WQHS-AM-Perform Int’l Rel. U/G Assn.-Religious Off The Beat-Perform Pennlincs Sci. Mentor-Serv Stimulus Children’s Theatre WXPN-Perform Int’l Students Assn.-Cultr Omega Tau Sigma-Public PennPals-Serv Student Activities Counc-Activ Young Am. for Freedom-Serv

PENN REUNION VOLUNTEER CONFERENCE 12 OUTREACH COMMUNICATIONS

Create your Outreach Communications Strategy

Create a communications strategy to keep your class engaged throughout the reunion cycle. Keep classmates informed with reunion details and entertained with Penn nostalgia and classmate updates. Utilize everything from class emails, social media, personal calls, and one-on-one connections to engage with classmates and encourage classmates to come back and give back!

Class Websites Direct classmates to your class website for class and reunion specific information including links to register, reunion schedule, logistics, frequently asked questions, class giving information, reunion pricing, and class leadership. Each class has a web presence provided by and managed by Alumni Relations. Visit www.alumni.upenn.edu/class to find your class website.

Class Emails Alumni Relations provides you with the option to send one email per month to your class. Content is due to your Alumni Relations liaison two weeks prior to the send date. You will receive one preview and have the chance to make any necessary edits.

Email Content Samples: Remember: • Reunion Updates • Keep content useful and informative • Upcoming virtual events (alumni.upenn.edu/govirtual) • Show some personality, make it engaging! • Recaps and links to recordings from previous events • Keep it short, inboxes are bombarded with emails daily • Penn News • Classmate Profiles

Personal Outreach Outreach doesn’t always have to be through email, web, or social media. Phone calls are a great way to connect with classmates.

Pro Tip: Organize each piece of content (if you have multiple!) for your email in a hierarchy, putting your most important information or the main takeaway toward the top so people can quickly scan your email if they are short on time.

PENN REUNION VOLUNTEER CONFERENCE 13 OUTREACH COMMUNICATIONS

Email Guidelines

Sender and Subject Line Guidelines • Customize your sender name to reflect your reunion of class leadership • Subject lines should be 4-7 words and around 40 characters • Utilize the pre-header to complement the subject line or continue the thought (See page 15 for an example) WHAT SHOULD WE SHARE IN OUR CLASS EMAILS? ♦ Avoid: Uppercase words, excess use of punctuation ♦ Uppercase - Writing in ALL CAPS Keep classmates informed with reunion ♦ Punctuation - Excessive use of ..., !!!, and ??? details and entertained with Penn ♦ Links - Excessive use of “click here” text in the email body nostalgia and classmate updates. ♦ Symbols - Excessive use of $$, %, !, ?, and other symbols • Good subject lines do the following: ♦ Ask a question ♦ Share something valuable ♦ Create a sense of urgency ♦ Pro tip: Appeal to emotions, needs, and curiosity. Studies show that recipients open emails based on the “Five I” theory: importance, intrigue, involvement, investment, and interest. Keep Your Email Short - Attention spans are short, especially on mobile devices, so get to the point! • Clear concise call-to-action: Focus on a single call-to-action and make it the main attraction. • Sparse text: Keep your paragraphs short and leave white space between them to give your readers’ eyes a break. Stick to about 20 lines of text or less in the entire email. • Link-off: Use a “Learn More” button to give your recipients a quick taste of the full content that links somewhere else on the Penn Alumni website.

Call to Action Samples: • Join the reunion committee • Book your hotel • Update your contact information on QuakerNet (soon to be MyPenn) • Check out Penn Childcare • Make your reunion gift • Register!

PENN REUNION VOLUNTEER CONFERENCE 14 OUTREACH COMMUNICATIONS

Email Examples

Sender Name: Sender Name: Sender Name: PERSONALIZE USING THE FIRST Penn Class of 2019 Your Class Leaders Lisa and Yusef OR FULL NAMES YOUR REUNION OR CLASS LEADERSHIP Subject Line: Subject Line: Subject Line: Everything you Need to Know for this Weekend! Reconnect with classmates Alumni Weekend is Coming! Pre-header: Pre-header: Pre-header: Make the registration tent your first stop. Virtual happy hour starts at 5! What you need to know to prepare for our 1st reunion.

PENN REUNION VOLUNTEER CONFERENCE 15 OUTREACH COMMUNICATIONS

Peer-to-Peer Outreach

Email Script Sample

Subject line: Fellow Penn Class of [insert class year] Alum!

Hi, [NAME]!

I am [NAME], and we were in the Class of [insert class year] together at Penn. (Add how you are connected: dorm, major, activity, lived close to each other, etc.)

This email is all about encouraging you to join me and our amazing class at the [reunion] Reunion on May 14-17, 2021 If you are already planning on attending, hooray! Please let me know, so we can make sure you are on the “yes” list! The more people who are already on board will encourage others to attend.

Our hope is we will safely be able to come back to campus in May. Please note the health and well being of the Penn community is of it most importance. The University and Health System are continually monitoring the COVID-19 pandemic and will bring alumni and friends back to campus in May if it is safe to do so.

I joined the Outreach Committee for our reunion because I am very excited to attend. Having so many people from our class return to Penn has made our reunions special, because we all get to see so many wonderful people who were responsible for some of our best memories of Penn.

The Reunion will be held on May 14-17, 2021 We are going to have our Reunion Party on [insert date] at [insert location], and have a day filled with activities planned for Saturday, May 15th, including the picnic at [insert location].

We would love to see you attend any and all of the great things we have going on that weekend! All of the events are a great chance to catch up with old friends, and even to meet classmates you never knew. Or hear stories about classmates who met classmates they never knew and then married them! Oh yes, that happened!

Online registration opens in March. You can register, view events and get costs at: www.alumni.upenn.edu/[insert class].

I encourage you to register and certainly to book your hotel rooms because they fill up in Philadelphia.

If you want to submit photos of anything Class of ’[insert class year] or share memories, you can email [insert email address].

I know we all have busy lives and things pulling us in a million different directions. But it would be great if you would be able to make time for this. There’s only one [insert reunion], and being in the Class of [insert class year], you know this will be a great time!

Thank you and I look forward to seeing you at Reunion.

[FIRST NAME]

PENN REUNION VOLUNTEER CONFERENCE 16 OUTREACH COMMUNICATIONS

Social Media @PennAlumni | #PennAlumni

If they don’t already exist, create social media accounts for your class. Social media is a great way to share information and keep in touch with your classmates. Facebook and Instagram are the two most successful platforms for reunion outreach. If you have an active Twitter account, we encourage you to use it – but we don’t recommend creating a new account a few months before reunion.

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, and push Alumni Weekend registration.

Instagram: Share nostalgic photos to get classmates excited for reunion! Create a hashtag for your class. Follow Penn Alumni on Instagram for content ideas, at www.instagram.com/pennalumni.

Best practices for setting up a group on Facebook: ♦ Share content from other pages such as • Penn Facebook Page: www.facebook.com/UnivPennsylvania @PennAlumni and @UniversityofPennsylvania • Penn Today Webpage: www.penntoday.upenn.edu ♦ Profile Picture Size: 180px x 180px • Penn Gazette Webpage: www.thepenngazette.com ♦ Cover Photo Size: 820px wide x 462px tall ♦ Free design and photo editing tools: ♦ Aim for no more than 400 characters per post • Canva: www.canva.com ♦ Use a photo and a link in a post, not just text • Pixlr: www.pixlr.com Be sure to sign up for the ♦ Use “Pinned Posts” to call out upcoming events Free link shortener: ♦ ACLC’s “Penn Alumni Class ♦ Content resources • Bitly: http://bitly.com Leaders” Facebook group • Penn Alumni Facebook Page: www.facebook.com/pennalumni to see weekly tips and best practices for organizing and Share updates from Penn Alumni: www.facebook.com/pennalumni promoting your reunion. www.facebook.com/ pennalumniclassleaders. BE IN THE KNOW! Outreach volunteers are encouraged to become a Key Quaker: A Penn Alumni Social Ambassador. Join the Key Quakers Facebook group and Slack channel for Alumni Weekend updates and campus www.alumni.upenn.edu/keyquakers.

PENN REUNION VOLUNTEER CONFERENCE 17 OUTREACH COMMUNICATIONS

Monthly Class Email Schedule

OCTOBER 2020 MARCH 2021 Virtual Programs: Content Due: February 24 Power of Penn Faculty - 10/21 Email Send Date: March 9 Content Due: September 23 Registration opens March 1. Alumni Relations Email Send Date: October 6 will send email invitations to all alumni.

NOVEMBER 2020 APRIL 2021 Virtual Programs: Content Due: March 24 Homecoming @ Home - 11/9-11/14 Save Power of Penn Faculty - 11/16 Email Send Date: April 6 the Content Due: October 21 Email Send Date: Date November 3 MAY 2021 Dates to remember: Alumni Weekend - 5/14-5/17 DECEMBER 2020 (Commencement - 5/17) Reunion Weekend Part II - 21-23 Virtual Programs Engaging Minds - 12/12 Content Due: April 21 Content Due: November 25 Email Send Date: May 4 Email Send Date: ALUMNI December 8 JUNE 2021 MAY 14-17, 2021 JANUARY 2021 Content Due: May 19 Email Send Date: June 1 Content Due: January 4 WEEKEND Email Send Date: January 12

WWW.ALUMNI.UPENN.EDU/ALUMNIWEEKEND FEBRUARY 2021 Content Due: January 27 Email Send Date: February 9

PENN REUNION VOLUNTEER CONFERENCE 18 GIVING STRATEGY

Reunion Giving:

Your 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: Gifts to The Penn Fund are immediately directed to areas of the University that need support the most. These areas include undergraduate financial aid, residential and campus life, and academic enhancement.During a reunion year, we count all commitments to The Penn Fund (pledged over a five year period) as your Class Reunion Fund. For example, if you make a commitment of $2,500 per year for five 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, a portion of the class reunion fund may be directed to a class project (e.g. a class scholarship, bricks-and-mortar project, or an internship). Undergraduate Financial Aid Scholarships: Scholarships create infinite possibilities. Penn has an unflagging commitment to access and affordability and is the largest university in the U.S. to have a grant-based undergraduate financial aid program. By endowing a scholarship, you become a crucial partner in allowing Penn to admit the most talented students, and you leave a personal and lasting impact on the University for generations to come. Please visit the Named Scholarship website at www.unsp.upenn.edu to learn more about the scholarship giving opportunities and the meaningful difference you can make in the lives of Penn students. Loyal Giving:

To replace the money raised through The Penn Fund each year, Penn’s endowment would have to grow by roughly $750 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. The Ivy Stone Society (ISS) 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 17,085 members, more than 60% 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 three consecutive years Diamond Member: 25+ consecutive years

PENN REUNION VOLUNTEER CONFERENCE 19 GIVING STRATEGY

Loyal Giving:

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. 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 for your gift and reminded of your pledge payment instead of solicited. Multi-year pledges: • Pledge a certain amount to be paid over five years. In your reunion year you and your class will be recognized for the full amount of your pledge. • Ex.: Make a five year BFS pledge of $12,500 and support The Penn Fund with $2,500/year for the next five years. Recurring Gifts: • Your gift is made over a time defined by you to meet your preferences (monthly, quarterly, annually). • Recognition as an 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.

Leadership Level Giving:

Levels of support: • $25,000+ | Ambassador • $10,000 – 24,999 | Founder • $5,000 – 9,999 | Fellow • $2,500 – 4,999 | Associate Students & recent graduates can join as an Associate at the following levels (Note: this recognizes donations in a single year): • 2007 - 2011 | $1,000 • 2012 - 2016 | $500 • 2017 - 2024 | $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. The Benjamin Franklin Society recognizes annual gifts. So, if you make a $25,000 commitment to your class Reunion Fund payable over five years and make annual payments of $5,000, you are recognized as a Benjamin Franklin Society Fellow.

PENN REUNION VOLUNTEER CONFERENCE 20 GIVING STRATEGY

Gift Strategy

Determine the best schedule for your Gift Committee work based on your specific role and availability. You can use MVP all year to send email solicitation messages at your convenience. Below is a suggested timeline for your personal outreach. We recommend volunteers be mindful of current events and the potential for changes to these recommended activities.

September – October 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, introduce yourself to the classmates you plan to ask, and let them know you will be asking for their support. Mark your calendars for Tuesday, October 27th, and join us for the first of two giving days this year.

November is the perfect time to start soliciting more broadly amongst classmates. You should also consider hosting virtual events to reconnect with classmates. Your Penn Fund staff liaison can work with you to create a program 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 2019 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. Our End of Calendar Year and the last day to give in 2020 is December 31st. January is the perfect time to thank your classmates who have already supported Penn. February is another great time to consider virtual Pre-Reunion events. Also, use this time to solicit classmates who haven’t been on your radar up to this point.

March Giving Red & Blue Day is tentatively scheduled for March 18th. Gather your committee virtually and focus solicitation efforts for this giving day.

April – Work with your Class Giving Director to identify classmates who gave last year or during your last reunion year but not yet this year. Focus your solicitation efforts on these segments if you haven’t already.

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. May is the ideal month to connect your giving message to the Alumni Weekend celebration.

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. Our End of Fiscal Year is June 30th. It is the last day to make a gift in fiscal year 2021 and be counted towards your reunion goals. 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.

PENN REUNION VOLUNTEER CONFERENCE 21 GIVING STRATEGY

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 Penn Libraries. Your classmate’s reunion giving total is $175,000. University-wide giving is $225,000.

Vehicles for Giving

Ways to make a gift to The Penn Fund Information for international alumni: Customer Name: Ideally, contact your class representative Please visit our website at University of Pennsylvania Tax ID: 23-1352685 to make a gift, or to discuss giving http://giving.upenn.edu/igifts options. You can reach us at 215-898- Account Number: 858-010018 8445. Please visit our website for more Matching Gifts: To see if you or your spouse/partner is Penn Contact: detail at http://pennfund.upenn.edu/ affiliated with a company that has a matching Jean Suta waystogive. University of Pennsylvania gift program, search www.matchinggifts. Suite 300, 2929 Walnut Street com/uofpa Make Checks payable to: Philadelphia, PA 19104-5099 Trustees of the University of Securities Gifts: telephone 215-898-7254 | email [email protected] Pennsylvania Please contact Jean Suta at 215-898-7254 Contact us: Mailing Address: when you initiate a securities transfer, or for questions. Email: [email protected] The Penn Fund Phone: 215-898-8445 Suite 300, 2929 Walnut Street Firm: Morgan Stanley Private Wealth Fax: 215-573-0197 Philadelphia, PA 19104 Management Giving Website: Attention: www.pennfund.upenn.edu/givenow Kristine Hankins, telephone 610-260-8531

IRA Rollover: DTC: 0015 Contact Penn’s Office of Gift Planning 215.898.6171 | [email protected] powerofpenn.upenn.edu/gift-planning

PENN REUNION VOLUNTEER CONFERENCE 22 GIVING STRATEGY

Gift Committee

• 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 Gift Chair(s): ______class gift. Serve as the champions for their Class Giving Committee. In partnership with their Class Giving Director, the chair recruits volunteers, solicits classmates for leadership gifts, initiates • Lead the way – make a personally meaningful gift through classmate solicitation strategies, mobilizes Pre-Reunion event hosts, and Chairs meetings. 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. Benjamin Franklin Society Chair: ______• Articulate your passion for why giving back to The Penn Serves as the champion for leadership annual giving solicitations and multi-year Fund matters to you, and encourage classmates to commitments. The BFS Chair will facilitate the solicitations of a few classmates at the Benjamin Franklin Society level and above. 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). Participation Chair: ______Leads the initiative of class participation gifts. This Chair will facilitate the solicitations at all Use the diagram to outline your volunteer committee levels of many classmates utilizing tools such as the Mobile Volunteer Portal, social media, structure. phone calls, or mass emails.

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 events and be a champion for the class gift during this reunion year.

PENN REUNION VOLUNTEER CONFERENCE 23 GIVING COMMUNICATIONS

Giving Communications

The Penn Fund’s multi-channel marketing plan includes four solicitations, shared on a quarterly schedule. They ask alumni for loyal support at all levels and encourage class giving participation in reunion years.

Classes celebrating reunions have a special opportunity to mail or email class-specific solicitations twice per year, once in the fall and again in the spring. Templates are available and Gift Chairs will have the ability to personalize messaging with review and approval from The Penn Fund.

The combination of mass marketing communications and class solicitations provide a diverse, integrated approach to ensure your classmates and peers are receiving regular, high touch opportunities to go, give, and lead at the University of Pennsylvania.

If you are interested in sending class-specific solicitations, or if you have any questions, please contact your Class Giving Director.

/ThePennFund @ThePennFund @ThePennFund

PENN REUNION VOLUNTEER CONFERENCE 24 GIVING COMMUNICATIONS

Communication Samples

December 2019

Dear ##TPF_VAR_1##,

It seems like yesterday that our classmates were rooting for our fighting Quakers at Franklin Field and the Palestra, enjoying one another’s company at Smokey Joe’s and other favorite haunts, and putting off the real world for as long as possible. Our alma mater looks much different than it did in 1995. Our favorite landmarks remain, but current students enjoy new areas of the University such as Penn Park, the Pennovation Center, remodeled Hill House, and updated dining halls. For many, our time as Penn undergraduates was truly REUNION GIVING life-changing. Although we have taken different paths since graduation, our class remains COMMITTEE connected as proud alumni through our shared experiences on campus. VOLUNTEERS In only a few months, the Class of 1995 will reunite on campus for Alumni Weekend (May 15-18, 2020) to celebrate the years passed since we were together as students at our alma mater. Milena Alberti-Perez C’95 To honor our 25th Reunion, we also can make the University of Pennsylvania our Stacey Bennett C’95 philanthropic priority this year.

Lee D. Chaikin W’95 Institutions of higher education rely on the support of generous alumni—like us—to conduct revolutionary research, to provide transformative opportunities to current students, Robert A. Francis C’95 and to serve as the launchpad of tremendous success for Quakers around the world. Matthew D. Ingber C’95 Gifts that count toward The Penn Fund help provide grant-based financial aid packages Kimberly Harounian Zaga to undergraduates, support enhancements to academic programs and campus technology, W’95 and foster community through student clubs and organizations. In addition, every gift or pledge made this year will count directly towards our total reunion class gift. Erik Illish Moreno W’95 To make your gift to The Penn Fund before the end of the tax year on December 31, Kara E. Judson C’95 RES’00 return the enclosed pledge card or visit www.pennfund.upenn.edu/Classof1995Q2. You may also contact the 25th Reunion’s Class Giving Director, Kelley Widerman, by emailing Ha Thi Nguyen Orbon ENG’95 [email protected] or by calling 215-573-0071. Tara Mark Rosenblum C’95 As we reconnect and make plans to return to campus this coming May, we encourage you Janet D. Rosso EE’95 to think about the effect of a gift to The Penn Fund on the ability of current and future students to experience college as a Quaker–and to support our reunion campaign today. Bijal Shah Choksi W’95 In Red and Blue,

Milena Alberti-Perez C’95 Robert A. Francis C’95 Ha Thi Nguyen Orbon ENG’95 25th Reunion Giving Co-Chair 25th Reunion Giving Co-Chair 25th Reunion Giving Co-Chair

P.S. Don’t forget to save the date for Alumni Weekend on May 15-18, 2020, and to make accommodations for lodging in advance! We expect a high number of alumni and guests to return to campus this year and hotel rooms in and around University City will be limited. Registration will open on February 3, 2020. For more information, visit www.alumni.upenn.edu/alumniweekend.

PENN REUNION VOLUNTEER CONFERENCE 25 GIFT PLANNING

1 Easy Path to Membership

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. In 1995, the University of Pennsylvania • Include Gift Planning on agendas for committee meetings and incorporate a founded the Charles Custis Harrison Society “Harrison Society ask” in calls. as a way to provide ongoing thanks and to acknowledge the generosity of all who have • Include Gift Planning options in your class newsletters and emails. named Penn as a beneficiary of a will, living Choosing the Right Asset for Philanthropy trust, retirement plan, or life insurance policy, or have set up a life income gift that benefits • Credit card or check Penn in the future. • Appreciated Securities: Transfer publicly traded stock to the University of • Benefits of membership in the Harrison Pennsylvania to achieve capital gains advantages. Society include an annual luncheon, • Real Estate: Contact the Office of Gift Planning to see if a gift of your real estate invitations to special events and seminars, (including undeveloped property, a personal residence or farm, rental property, or and a subscription to the University’s gift commercial property) may be possible. Real estate gifts may fund a reunion gift or planning newsletter. scholarship, or be set up to provide a payment stream. • Members also benefit from knowing that • Qualified Charitable Distribution(also called the IRA Charitable Rollover) for alumni their gift helps secure the future of the ages 70.5 and older. Contact your IRA provider so they will mail a check prior to University. December 31, 2020 and June 30, 2021. Goals: Join the Harrison Society with a Deferred Gift • Every undergraduate reunion class has a • Beneficiary Designation of Employer-Paid Group Life Insurance or other Life goal of five new members of the Harrison Insurance policy: Complete a change in beneficiary form and designate Penn as Society except: a full, partial or secondary beneficiary of your employer-paid group life insurance - 50th Reunion policy or other life insurance policy. (Class of 1971): 25 • Bequest in your Will. - 55th Reunion (Class of 1966): 10 • Retirement Assets: Simply contact the retirement plan manager and complete a change of beneficiary form; name the University as a full, partial, or secondary - 60th Reunion beneficiary. (Class of 1961): 10 • Charitable Gift Annuity or Trust: Gifts that provide payments to you or a loved one. new Harrison Society members.

PENN REUNION VOLUNTEER CONFERENCE 26 GIFT PLANNING

Life Insurance Group Life Insurance Retirement Plan or IRA

To make a gift, contact your plan provider to include Penn as a full, partial, or secondary beneficiary. Name: Trustees of the University of Pennsylvania Tax 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 Planning Suite 300 | 2929 Walnut Street Philadelphia, PA 19104-5099 215.898.6171 | [email protected]

PENN REUNION VOLUNTEER CONFERENCE 27 NEXT STEPS

PRVC To-Do List q Familiarize yourself with Penn acronyms. PRVC [Penn Reunion q Bookmark your class website Volunteer Conference], ACLC [Alumni Class Leadership Council], – Find your class website here: www.alumni.upenn.edu/class TPFEB [The Penn Fund Executive Board] q Outline reunion weekend events – select venue wish list, class panel q Create or test your PennKey and password topics/speakers, discuss package and party costs www.alumni.upenn.edu/pennkey q Plan reunion travel – reserve your hotel stay, book your flights, and encourage classmates to do the same q Log in to QuakerNet: The Alumni Directory to update your contact www.alumni.upenn.edu/awhotels information www.myquakernet.com (MyPenn coming in October!) www.alumni.upenn.edu/mypenn q Connect with an Alumni Class Leadership Council (ACLC) member to discuss reunion tips. Join the Facebook group: q Log in to the Mobile Volunteer Portal (MVP) www.facebook.com/groups/PennAlumniClassLeaders www.mvp.upenn.edu q Make your reunion gift to The Penn Fund q Review and set class goals with your committee www.pennfund.upenn.edu/givenow q Create your committee structure and assign committee members q Complete the Penn Points Engagement Report: to specific roles www.alumni.upenn.edu/pennpoints q Develop a committee communications schedule for conference q Join the Harrison Society calls and meetings www.powerofpenn.upenn.edu/gift-planning q Create an outreach strategy to connect with every member of q Mark your calendar for Homecoming@Home: November 9-14, 2020 your class, peer-to-peer contact is the best way to build giving and www.alumni.upenn.edu/homecoming attendance q Mark your calendar for Alumni Weekend: May 14-17, 2021 www.alumni.upenn.edu/alumniweekend q Develop your social media strategy q Mark your calendar for Reunion Weekend Part II: May 21-23, 2021 q by posting a photo with your Start your social media chatter (For classes ending in 0 and 5) committee! (A Zoom call screenshot counts.) #PennAlumni #LovePenn

PENN REUNION VOLUNTEER CONFERENCE 28 RESOURCES

Awards

Class of 1917 Award The Class Award of Merit The Class of 1917 Award endowment fund was Established in 1957, to honor an “outstanding class”, this established in 1967 by Betram F. Brummer, C’17 award is presented annually at the Alumni Award of Merit in honor the Class of 1917’s 50th reunion and to Gala event held on Homecoming Weekend — an event recognize one class each year for their outstanding attended by the University President. Historically, the Award fundraising achievement. has focused on the most visible alumni event—Reunion or Alumni Weekend. Today, however, there is no need to wait The Penn Fund staff will select the winning class who five years to be connected to Penn. Recognizing that there has most embodied the spirit of philanthropy at Penn. are so many more opportunities today to connect with To do so, each class will be evaluated on the activity Penn, not only in Philadelphia, but elsewhere as well, the and commitment of gift committee volunteers, total focus of the Award is evolving towards a “five year ongoing dollars raised and the number of donors supporting achievement,” employing innovative best practices and their class gift compared to their past results and the broad-based involvement. results of peer reunion classes. By looking at these three categories, The Penn Fund aims to annually identify and honor the class that has truly shone the The David N. Tyre Award for Excellence in Class brightest during their quinquennial reunion. Communications

Penn Alumni Presidents Cup for Established in 1989, to recognize outstanding communication with the class, this award also is presented annually at the Outstanding Reunion Attendance Alumni Award of Merit Gala event held on Homecoming Given by the Alumni Class Leadership Council, Weekend. Historically, the main formal communication with the Penn Alumni Presidents Cup for Outstanding the class was through the Class Newsletter, which is issued Reunion Attendance is presented annually to the through the Office of Alumni Relations. Class which breaks/exceeds the previous reunion With the widespread use of electronic communications, attendance record by the highest percentage. including both e-mails and websites, the process of formal Pertinent notes: and informal communications with the class has changed dramatically. Today, the University offers each class its 1. Reunion attendance counting includes only own website and custom emails, that allow for an active registered adult attendees, both classmates communications strategy, including constant information and adult guests. and personal news updates, games, interactive input from class members, and information about and registration for 2. Basing the award on exceeding previous events. In addition, many classes have an active social media attendance records by a percentage levels presence, and strive for innovative ways to communicate the comparison of one class to another. with their members throughout the five year reunion cycle.

PENN REUNION VOLUNTEER CONFERENCE 29 RESOURCES

Helpful Links and Contact Information PennKey

Penn Alumni Relations Alumni Class Leadership Council Facebook Group A PennKey is required to access many 215.898.7811 www.facebook.com/groups/PennAlumniClassLeaders of the University’s electronic services, [email protected] including AirPennNet (Penn’s wireless The Penn Fund www.alumni.upenn.edu 215.898.8445 internet), MVP, and QuakerNet. For more information visit www.alumni.upenn.edu/ Classes and Reunions [email protected] pennkey. 215.573.7061 www.pennfund.upenn.edu [email protected] For additional PennKey help, contact your Giving to The Penn Fund staff liaison. Note: If you are a Penn Alumni www.alumni.upenn.edu/class www.pennfund.upenn.edu/givenow Interviewer, you already have a PennKey. QuakerNet The Power of Penn Campaign www.myquakernet.com www.powerofpenn.upenn.edu (MyPenn coming in October: PennKey:______www.alumni.upenn.edu/mypenn) Office of Gift Planning 215.898.6171 Alumni Weekend [email protected] Password:______www.alumni.upenn.edu/alumniweekend www.powerofpenn.upenn.edu/gift-planning Penn Points Mobile Volunteer Portal (MVP) www.alumni.upenn.edu/pennpoints www.mvp.upenn.edu Alumni Photo Albums PennKey www.pennalumni.smugmug.com www.upenn.edu/pennkey The Alumni Class Leadership Council

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

The Penn Fund Executive Board (TPFEB) 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.

PENN REUNION VOLUNTEER CONFERENCE 30 “If you fail to plan, you are planning to fail!” - Benjamin Franklin