1. 2009 Alumni Fund Conference Saturday 10/3/09 8:45 AM to Noon

2. Housekeeping Issues  We will stay on schedule  For those dialing in for specific sections.  We are recording this conference  Presentations  Participants will be in “Listen Only” mode.  Q&A & discussion  Speaker will open the Q&A mode.  If you wish to speak, press 10 when prompted.  You will be notified when it is time to speak.  Questions or comments will be taken in the order received up to the time limit.  If you change your mind & don’t want to speak, press 10 again.

3. Agenda 8:45Welcome and Introductions – Blair Folsom 9:00President Jean-Lou Chameau and Vice President Peter Hero 9:30Alumni Fund Report on 2009 and 2010 Goals – Andy Sudol 9:45Student Panel 10:00Break 10:10Alumni Fund Volunteer Awards – Blair Folsom 10:25Caller Training – Dave Peisner 10:55Training for Leadership – Amanda Haylock 11:10Brainstorm New ideas – Blair Folsom 11:45Wrap up – Blair Folsom NoonAdjourn

4. 10 Second Introductions  Degree, Class & House  What You Do With The Alumni Fund  Where You Live  One Unique Thing That Makes You A Techer

5. Caltech Appreciates You Thank You!

6. Caltech Alumni Fund Mission The mission of the Caltech Alumni Fund is to provide opportunities for alumni to express their continued connection to Caltech and to support Caltech through consistent annual contributions.

7. Alumni Fund Vision  Expanded group of volunteers networking with Alumni  Alumni supporting Caltech by:  Discussion with friends & colleagues  Financial support  Enhancing Caltech’s reputation  Caltech administration recognition of alumni as a key part of Caltech  Metrics  Percent of alumni contributing – UG & G  Undesignated current use gifts $  Total gifts $

8. Caltech Alumni Fund Caltech Alumni Fund Advisory Committee Blair Folsom Chair 20 Alumni Annual Giving Programs Andy Sudol Director 5 Caltech Staff Volunteers 150 Alumni

9. New Ideas  How to reach younger Alumni  Introducing students to philanthropy  Leveraging matching gifts  Should we publish results by house?  How can Alumni Fund staff help volunteers?  We are now honoring retiring professors What else?  Other new ideas?