Class of 1977 Whole Damn Team. Excellence in Service to the Virginia Military Institute The VMI Alumni Association VMI Foundation Inc. VMI Keydet Club.

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Presentation transcript:

Class of 1977 Whole Damn Team

Excellence in Service to the Virginia Military Institute The VMI Alumni Association VMI Foundation Inc. VMI Keydet Club VMI Development Board

CLASS OF th Reunion Fund Committee Meeting May 4, 2002 AGENDA I.Welcome II.The Future of the Institute A.Current Overview B.Future Opportunities "Reveille: A Call to Excel" III.Reunion Funds A. 25th Reunion Fund History B. Methods of Giving IV.Class of 1977 Reunion Fund Campaign A. Chairmen's Remarks B.Plan 1. Goals 2. Letters/Personal Contacts 3. Schedule 4. Discussion and Assignments V.Closing Comments

VMI Budget All Sources Of Revenue

Tuition, Fees, and Uniform Cost Comparison

VMI State Assistance vs. Tuition

VMI Alumni Association Board Elected by Alumni to aid in the promotion of the Institute Alumni Affairs New Cadet Recruiting Alumni Review As individual members (shareholders) elects Boards of Foundation, Keydet Club and Development Board VMI Foundation Provides annual support to the Alumni Association and BOV Raises unrestricted non-athletic endowment Raises restricted endowment Manages assets VMI Keydet Club Raises annual money for athletic scholarships Raises endowment for athletic scholarships Raises money for athletic capital projects VMI Development Board Coordinates development and fundraising efforts for VMI Receives endowment which can be used for academic or athletic purposes Receives gifts for the Athletic Operation Fund (AOF)

Endowment Growth VMI Alumni Agencies

The VMI Endowment Report A Snapshot of the VMI Spirit December 31, 2001

Total Aid to VMI FY '96 - FY '03

Assistance to the Corps  Financial Aid  Need  Merit  Specified  Faculty Assistance  Professorial Chairs  Departmental Funds  Athletics  Scholarships  Operational Funds  Other  Technology  Equipment

25th Reunion Fund  Purpose  Participation  Increase Support  Structure  Chairmen  Committee  Timing ƒ 1 July Credit Begins ƒ FY '02 - FY '08 ƒ 28 Sept - Presentation, Reunion Weekend ƒ Dec Campaign Ends  Qualifying Gifts  All Contributions ƒ Annual Giving / Endowment ƒ Alumni ƒ Matching Gifts ƒ Friends

HISTORY OF 25th REUNION FUNDS

Cash Stock CREDIT CARD VALID FROMGOOD THRU XX/XX/XX PAUL FISCHER XX/XX/XX PAUL FISCHER Real Estate Current Gifts

Cash vs. Securities Assumptions:36% income tax bracket 20% capital gains tax rate $4,000 cost basis in stock Cash Stock Gift $10,000 $10,000 Income Tax Savings $ 3,600 $ 3,600 Capital Gains Tax Savings$ ---- $ 1,200 Cost of Gift $ 6,400 $ 5,200

Deferred Gifts  Bequest  Life Insurance  VMI Endowment Growth Fund  Life Income Gifts

25TH REUNION FUND Gift Pyramid

25TH REUNION FUND Gift Giving Pyramid

CLASS OF TH REUNION FUND SCHEDULE  May 4,2002Committee Meeting  MayCommittee Members Make Pledges  June 1First Letter to Class Announcing Reunion Fund (Follow-up by Committee)  June 20Letter With Pledge Form (Follow-up by Committee)  July"Big Toot" Letter (Follow-up by Committee)  August"Little Toot" Letter (Follow-up as Needed)  September"Shake-a-Leg" Letter (Follow-up as Needed)  September th Reunion  Oct-NovFinal Letter  DecemberClose Campaign

COMMITTEE MEMBERS ARE REQUESTED TO:  Make a personal commitment for our Reunion Fund  Contact Brother Rats, either by telephone or in person:  Encourage attendance at our Reunion  Explain Reunion Fund program  Answer questions  Ask for commitments  Follow-up as necessary. Foundation office will notify you of commitments by those on your list.