GROWING CLASS FUNDS

AGENDA H ISTORY P URPOSE A DVANTAGES T AX I MPLICATIONS F UNDRAISING GUIDELINES P ROCESS P AYMENTS & EXPENSE PROCEDURE C LASS OF 1942 Q UESTIONS

HISTORY S ENATE 2009 – DISCUSSIONS WITH CLASS OFFICERS / DEVELOPMENT BEGIN S ENATE 2010 – PLAN APPROVED AND P RESENTED TO C LASS O FFICERS S PRING IMPLEMENTATION

PURPOSE A LLOWS CLASSES TO COLLECT VOLUNTARY FUNDS FROM CLASS MEMBERS U SE FUNDS TO SUPPORT CLASS ACTIVITIES SUCH AS : Reunion funding Mini-Reunions on campus Class Masses Mailings/Class Newsletter Alumni Leadership Conference Fees Responding to Individual Hardship (flowers, etc.) Donations to the class scholarship fund

ADVANTAGES S MOOTH TRANSITION IN THE EVENT OF AN OFFICER CHANGE L ESS R ISK AND LIABILITY FOR YOU You cannot open an account using “The University of Notre Dame” in the account name A CCOUNTS WILL RECEIVE INTEREST INCOME F UNDS COLLECTED CAN BE CONSIDERED A TAX - DEDUCTIBLE DONATION TO THE U NIVERSITY

T AX IMPLICATIONS A S LONG AS THE CLASS CONTRIBUTIONS ARE USED FOR THE BROAD GENERAL PURPOSES OF THE C LASS, AS OUTLINED PREVIOUSLY, THE VOLUNTARY DUES COULD BE CONSIDERED A TAX - DEDUCTIBLE DONATION TO THE U NIVERSITY. D ONATIONS TO THE CLASS OPERATING FUNDS WILL COUNT TOWARDS THE CLASSMATE ’ S ANNUAL GIVING RECORD AND FOOTBALL TICKET LOTTERY MINIMUMS. C LASS FUNDS ARE NOT TO BE USED FOR ANY PURPOSE THAT WOULD BENEFIT A SMALL PORTION OF CLASSMATES BECAUSE THIS “ PRIVATE BENEFIT ” WOULD ELIMINATE THE TAX DEDUCTIBILITY OF THE DONATIONS.

F UNDRAISING GUIDELINES R EQUEST A $25 DONATION FROM CLASSMATES IN J ANUARY OR F EBRUARY VIA OR MAILING E NCOURAGE CLASSMATES TO MAKE THIS DONATION IN ADDITION TO THEIR CURRENT SUPPORT OF THE U NIVERSITY D IRECT CLASSMATES TO USE ONLINE DONATION FORM SET UP BY THE A LUMNI A SSOCIATION TO MAKE THEIR DONATION Ensures donation goes to the class operating fund

PROCESS C ONTACT JANE NAGY ( INTERIM COORDINATOR ) S HE WILL REQUEST AN ACCOUNT BE SET UP FOR YOUR CLASS AND PROVIDE YOU WITH THE ACCOUNT NUMBER C ONTACT JANE FOR BALANCE UPDATES AS NEEDED

P AYMENTS & EXPENSE PROCEDURE O N -C AMPUS E VENT E XPENSES Let Jane Nagy know when and where you are having your event Jane will provide the vendor with your account information Not necessary to fill out an expense form Your class account will be debited after event O UT - OF -P OCKET E VENT E XPENSES Contact Alumni Association for expense form Complete expense form Need original copies of receipts and/or invoices Submit expense form with appropriate receipts and/or invoices , fax or mail to: Jane Nagy, 100 Eck Visitors Center, Notre Dame, Indiana, FAX Check will be mailed to you within days

E XAMPLE C LASS OF 1942 M ANAGED THEIR OWN ACCOUNT UNTIL M AY, 2012 M OVED CLASS FUND BALANCE TO NOTRE DAME W E ASSIST WITH HOLY CROSS ENROLLMENT, PAY NEWSLETTER EXPENSES, FACILITATE CLASS DONATIONS WITH DEVELOPMENT