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Published byJeffrey Briggs Modified over 9 years ago
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Class of 1977 Whole Damn Team
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Excellence in Service to the Virginia Military Institute The VMI Alumni Association VMI Foundation Inc. VMI Keydet Club VMI Development Board
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CLASS OF 1977 25th 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
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VMI Budget All Sources Of Revenue 2001-02
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Tuition, Fees, and Uniform Cost Comparison
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VMI State Assistance vs. Tuition
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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)
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Endowment Growth VMI Alumni Agencies
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The VMI Endowment Report A Snapshot of the VMI Spirit December 31, 2001
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Total Aid to VMI FY '96 - FY '03
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Assistance to the Corps Financial Aid Need Merit Specified Faculty Assistance Professorial Chairs Departmental Funds Athletics Scholarships Operational Funds Other Technology Equipment
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25th Reunion Fund Purpose Participation Increase Support Structure Chairmen Committee Timing ƒ 1 July 1997 - Credit Begins ƒ FY '02 - FY '08 ƒ 28 Sept - Presentation, Reunion Weekend ƒ Dec. 2002 - Campaign Ends Qualifying Gifts All Contributions ƒ Annual Giving / Endowment ƒ Alumni ƒ Matching Gifts ƒ Friends
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HISTORY OF 25th REUNION FUNDS 1973 - 1976
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Cash Stock CREDIT CARD 1234 5678 9012 VALID FROMGOOD THRU XX/XX/XX PAUL FISCHER XX/XX/XX PAUL FISCHER Real Estate Current Gifts
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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
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Deferred Gifts Bequest Life Insurance VMI Endowment Growth Fund Life Income Gifts
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25TH REUNION FUND Gift Pyramid
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25TH REUNION FUND Gift Giving Pyramid
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CLASS OF 1977 25TH 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 27-2925th Reunion Oct-NovFinal Letter DecemberClose Campaign
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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.
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