2012-13 parent volunteer resource book

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2012–2013 PARENT VOLUNTEER RESOURCE BOOK

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Information and resources for parent volunteers.

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Page 1: 2012-13 Parent Volunteer Resource Book

2012–2013 PARENT VOLUNTEER

RESOURCE BOOK

Page 2: 2012-13 Parent Volunteer Resource Book

Dear Parent Volunteers,

It is through the hard work and dedication of Parent Giving Volunteers that our programs and results are the envy of our peer schools. Over the past three years, parent participation has averaged 76% across the board, and the Academy has received an average of $1.5 million for the Annual Fund, and an additional $1.9 million in capital gifts towards the Senior Class Campaigns. These are eye-popping numbers, and are a direct result of the hard work, dedication, and generosity of our parent volunteers. Thank you for offering to serve in the upcoming year, and for helping to keep our great track record humming along. I want you to know that your efforts are greatly appreciated by the Board, the faculty and administration, and all Deerfield alumni.

We have ambitious goals again this year. For the Annual Fund, we are targeting parent participation of 90%, with a dollar goal of $1.5 million. For the Senior Class Campaign, we will help complete funding for the Memorial Building/Center for the Arts renovation and expansion, and are also targeting participation of 90% of the families of the Class of 2013. These are big numbers, but I am confident that we can reach and surpass this level of contribution.

Under the great leadership of Jeffy and Jim Benedict P’13, Ros and Fran L’Esperance ’75 P’13,’15, and Karen and John Wood P’10,’13 for the Senior Class Campaign, and Julia and Marc Johnson ’74 P’08,’11,’14 and Hatsy and Scott Vallar ’78 P’12,’14 for the Annual Fund, I know that your energy, enthusiasm, and motivation will yield great results. I look forward to working with you and helping in any way that I can.

Thanks again, good luck, and go get ‘em!

Roger S. McEniry ’74 P’07,’10Trustee and Development Committee Chair

Page 3: 2012-13 Parent Volunteer Resource Book

1.

The Annual Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

The Campaign to Honor the Class of 2013 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

What Are Deerfield’s Priorities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-5

What Can You Do? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7

Parent Giving Leadership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

How Do I Get Parents to Support DA? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Methods of Giving to Deerfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Stay in Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Stay Informed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Calendar for Parent Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-15

Recent Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Deerfield Parent Giving Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Donor Recognition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Fundraising Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Deerfield Academy Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Page 4: 2012-13 Parent Volunteer Resource Book

2.

The Annual Fund

IMMEDIATELY FUNDS IMAGINE DEERFIELD PRIORITIES

This year the Annual Fund remains focused on Deerfield’s core priorities: Renewing and Expanding our Faculty and Strengthening Academic Support. It will give Department Chairs time to meet and plan innovative pedagogy, send faculty abroad and influence their courses, and bring as diverse and interesting a group of students to campus as possible. A pilot iPad program enhancing access to interactive multimedia in the classroom is a good example of how these initiatives are enhancing the Deerfield experience.

Page 5: 2012-13 Parent Volunteer Resource Book

3.

The Campaign to Honor the Class of 2013

Deerfield Academy and the Senior Parents Committee invite the families of the Class of 2013 to join together to support the funding for a new Center for the Arts in the Memorial Building. The core elements of the project include the complete renovation and expansion of the Large Auditorium and Lobby, the construction of a 1,210 square-foot Art Gallery on the west side of the building, and a new 160-seat Concert Hall on the east side. In combination with the newly refurbished Greer Store and Dining Hall, this project represents the completion of a seven-year program to upgrade the Academy’s core community spaces.

While critical thinking skills allow us to under-stand the complex world around us, our creative skills enable us to respond to it. In creating a new Center for the Arts, Deerfield will create a community space to inspire, delight, heal, inform, and surprise. The comprehensive renovation and expansion of the Memorial Building will position Deerfield as a leader in the development of artistic excellence while revitalizing a beloved Academy landmark.

For 60 years the Memorial Building has embodied Deerfield’s warmth and tradition. Originally known as the Alumni Memorial Building, Deerfield’s arts building was inaugurated in 1952 in honor of the 61 Deerfield alumni who lost their lives in World War II. It is in the Mem that new students stand to introduce themselves to each other, the community gathers for school meetings and performances, and our seniors gather the night before Commencement for the Senior Cry.

Thanks to an anonymous $4 million matching grant, the families of the Class of 2013 have an opportunity to leverage their philanthropy and complete the funding of a facility that will impact every student at Deerfield for decades to come. We thank you for your support.

Page 6: 2012-13 Parent Volunteer Resource Book

4.

What are Deerfield’s Priorities?

Our comprehensive campaign, Imagine Deerfield, will raise

$200 million in support of students

and teachers.

The top three priorities of

Imagine Deerfield and, therefore, the Annual Fund, are:

To learn more, visit DEERFIELD.EDU/IMAGINE

Faculty need time to deepen their knowledge, learn new technology, and think about new ways of teaching. We’ll invest in additional faculty to ensure that meaningful relationships with students continue to define the Deerfield experience, even as faculty engage these new challenges in the classroom, on the field, and on the corridor.

A new Academic Center will create opportunities for students through more personalized programs and resources, to help ensure that all of our students thrive—not only at Deerfield, but in college and beyond.

The best teaching comes through a relentless pursuit of excellence. We’ll help our teachers identify new opportunities in their lessons—new tools, techniques, and pedagogies—by delivering more data, more feedback, and more structures for collaboration. The result will be a faculty—teachers, coaches, and mentors—that is collaborative and reflective about its practices and intentional about its professional growth.

1. Renewing Our Faculty to keep current

with changing

pedagogy

2. Expanding the Faculty to create time

for collaboration

3. Strengthening Academic Support to help every

student thrive

Page 7: 2012-13 Parent Volunteer Resource Book

5.

In the last year, 50 faculty members have travelled abroad for professional development purposes to countries such as China, Costa Rica, Africa, India, and Brazil.

Seven FTEs (full time equivalent positions) have been added to the faculty since the approval of the strategic plan, including one additional FTE in math, science, and Spanish, and a Director of Multicultural Affairs, a Sustainability Coordinator, a Global Studies Director, and an Assistant Study Skills Coordinator.

The proposed Academic Center will feature test preparation programs, individualized guidance, enhanced academic counseling, a writing specialist, and diagnostic tools to evaluate student progress. Inspiring young people to discover their best selves is at the heart of Deerfield’s mission. A new Academic Center will help us achieve this noble and far-reaching task.

Page 8: 2012-13 Parent Volunteer Resource Book

6.

What Can You Do?

With over 525 alumni volunteers and 60 parent volunteers working on Deerfield’s behalf, the shared effort of so many loyal and talented people leads to success year after year. Your hard work, organization, and persistence will directly affect the results for your class, and ultimately for Deerfield. Thank you for joining the team!

A DEERFIELD PARENT GIVING VOLUNTEER . . .

• Makes Deerfield a priority . . .

• Makes an early gift or pledge to Deerfield in order to lead by example

• Maintains communications with assigned families

• Solicits families and thanks donors

• Gives Deerfield staff appropriate feedback

Page 9: 2012-13 Parent Volunteer Resource Book

7.

Page 10: 2012-13 Parent Volunteer Resource Book

8.

Serves as a resource for volunteers and is a direct link between volunteers and the Parent Giving Office at Deerfield through regular direct contact with Class Captains.

Parent Annual/Senior Parent Giving Commitee

CLASS RESPONSIBILITY PARENT CONTACT INFO

Senior Class Co-Chairs

Jeffy and Jim Benedict P’13 Home: [email protected]@milbank.com

Senior Class Co-Chairs

Ros and Fran L’Esperance ’75 P’13,’15Home: [email protected]@agawampartners.com

Senior Class Co-Chairs

Karen and John Wood P’10,’13Home: [email protected]@gmail.com

Underclass Co-Chairs and JuniorClass Captains

Julia and Marc Johnson ’74 P’08,’11,’14Home: [email protected]@stoneharborland.com

Underclass Co-Chairs and JuniorClass Captains

Hatsy and Scott Vallar ’78 P’12,’14Home: [email protected]@optonline.net

Sophomore Class Captains

Lesley and David Koeppel ’76 P’14,’15Home: [email protected]@koeppelcapital.com

Freshman Class Captains

Page and Jeff Growney P’11,’13,’16Home: 203- [email protected]@gmail.com

Page 11: 2012-13 Parent Volunteer Resource Book

9.

How Do I Get Other Parents to Support Deerfield?While there is no single “best” way to secure gifts for Deerfield, certain things do tend to lead to more success.

1. Give. Make your own gift or pledge before you begin your calls.

This makes it possible for you to invite every parent to join you

in supporting Deerfield this year.

2. Prepare. Know who you plan to call and what you would like

them to give. Familiarize yourself with current information about

Deerfield so that you feel confident talking about the school of today.

3. Ask. Most people simply do not give until they are asked.

4. Thank. Thank parents for the conversation no

matter how long or short, and pass on relevant information

to Parent Giving staff. The personal touch is by far the best

use of your time.

Your organization, determination, and follow-through will directly affect

the results for your class. Thank you for “making the ask” for Deerfield.

We simply could not sustain our excellence without you.

Page 12: 2012-13 Parent Volunteer Resource Book

10.

Gifts and pledges can be made in a myriad of ways:

1. Credit Card

a. Online at deerfield.edu/give. In addition to one-time gifts or pledges, recurring giving can be established here. Gifts can be made monthly, quarterly, semi-annually, or annually for up to five years. Deerfield accepts American Express, MasterCard, and Visa. No log-in is necessary.

b. Phone: Donors may call 413-774-1474 during regular business hours to make a gift.

c. Mail: Donors can mail credit card gifts to:

Deerfield Parent GivingP.O. Box 306 Deerfield, MA 01342

Remember to include:

• the card type (Amex/MasterCard/Visa), account number, and expiration date;

• the amount of the donation; and

• the name, as it appears on the card, class, billing address, and donor ID, if known, which can be found on the Deerfield Magazine label. (It begins with “D00…”)

Never email or fax credit card information to make a gift to Deerfield.

2. Check

Checks can be made payable to Deerfield Academy. The mailing address is:

Deerfield Parent Giving P.O. Box 306 Deerfield, MA 01342

Methods of Giving to Deerfield

Page 13: 2012-13 Parent Volunteer Resource Book

11.

3. Securities

Please notify our office of all potential stock transfers, including the name of the security and the number of shares. Unidentified transfers can delay official acknowledgement of the gift.

• Donor conveys to his/her broker the amount or total shares designated to Deerfield Academy.

• The broker will transfer stock to:

The Account of Deerfield Academyc/o Ms. Loretta PriceJ.P. Morgan Clearing Corp.One Metrotech CenterNorth Brooklyn, NY 11201Phone: (212) 888-6197Fax: (212) 888-2349DTC# 352, Account number: 865-76070-19

• Donor calls Deerfield to notify us of the transfer: (413) 774-1474.

• If you have questions or stock certificates to transfer, contact Debra Diemand, Director of Administrative Services, at (413) 774-1839.

4. Matching Gifts

Corporate Matching Gifts contribute more than $200,000 per year to Deerfield. Individuals receive donor recognition for their initial gift PLUS the amount of their matching gift.

• Encourage parents to seek a match through their companies or through their spouses’ companies.

• The donor must initiate the matching gift through his/her own company, usually online or with their Human Resources office.

• A listing of companies who will match gifts to Deerfield is available on Deerfield’s online giving page or: matchinggift.com/Deerfield.

5. Planned Giving

Planned giving programs benefit Deerfield, while offering tax advantages and/or income to the donor. They are characterized by a desire to “perpetuate giving” through a will, a trust, an annuity, or some other planned vehicle, and are recognized by membership in the Boyden Society. For more information, contact Timm Zolkos, Director of Capital Giving/Campaign Director, at [email protected] or (413) 774-1871.

Page 14: 2012-13 Parent Volunteer Resource Book

12.

Stay in Touch

You are Deerfield Academy’s greatest advocate. No publication, public appearance, or letter can take the place of an enthusiastic update from a friend who not only understands what’s happening at Deerfield today, but also understands what supporting it will mean to his or her generation of Academy graduates. You can help parents define their relationship with the school, and then facilitate that relationship.

Email or call [email protected] or 413-774-1474

• When family contact information has changed

• When a family does not wish to receive certain mailings

Email news to [email protected], send to the address below, or submit notes directly to deerfield.edu/alumni/notes.

The Common RoomDeerfield AcademyP.O. Box 306Deerfield, MA 01342

The Common Room news items appear in the Deerfield Magazine and at deerfield.edu/category/class-notes and are subject to editorial discretion and printing deadlines.

Of course, contact information, including address and giving information, is to be held in the strictest confidence and used solely for the purpose of defining or strengthening their relationship with Deerfield.

Page 15: 2012-13 Parent Volunteer Resource Book

13.

RESOURCES

• Head of School Letter: Margarita Curtis continues this tradition with a detailed letter twice a year to the entire Deerfield community.

• Deerfield.edu: Provides many features, including links to campus news and volunteer-specific resources. Subscribe to Deerfield’s RSS feed to keep up with current news.

• Facebook, Twitter, LinkedIn, Flickr, YouTube: Links to all things “Deerfield” in social media can be located off the deerfield.edu site.

• The Scroll: The most current issue can be found at scroll.deerfield.edu.

• Deerfield Magazine: Typical publication dates are September, January, and May, with a summer supplement published in July.

• Deerfield Today: E-newsletter from the Executive Committee of the Alumni Association.

• Deerfield Events: A great opportunity to hear about DA first-hand. For a schedule see deerfield.edu/go/events.

• A Visit to Campus: You are welcome to visit anytime, just let us know.

Stay Informed

Page 16: 2012-13 Parent Volunteer Resource Book

14.

Below please find a comprehensive schedule of the year’s activities. I have italicized those dates/activities when we’d like to have your participation. The Academy and I, as Director of Parent Giving, are most grateful for everything you do to support our programs and enrich the lives of our students. Thank you!

Sept. 7–9 Opening Weekend Deerfield

Sept. 18 Parent Philanthropy Letter Mail

Oct. 20 Phil Greer Gap Letter Mail 1797 Society Letter Mail

-DA gift officers with personal follow-up

Oct. 12–13 Parents Fall Weekend Deerfield

Oct. 15 Fall Term Holiday

Oct. 15/23 General Appeal #1 Mail/Email

Oct. 30–Nov. 18 Volunteer Calls to Assigned Families Please plan on having made your initial calls

by Choate Day, Nov. 10.

Nov. 10 Choate Day Deerfield

Nov. 16–25 Thanksgiving Holiday

Calendar for Parent Volunteers

Page 17: 2012-13 Parent Volunteer Resource Book

15.

Calendar for Parent VolunteersDec. 3/11 General Appeal # 2 Mail/Email Grandparent Appeal # 1 Parents of Alumni Appeal # 1

Dec. 5 Volunteer Update Email

Dec. 20–Jan. 6 Winter Vacation

Jan. 31–Feb. 4 Winter Term Long Weekend

Feb. 6 Volunteer Update Email

Mar. 11/19 General Appeal # 3 Mail/Email

Mar. 8–24 Spring Break

Apr. 3 Volunteer Update Email

May 1 Volunteer Update Email

May 10–11 Parents Spring Weekend Deerfield

May 6/14 General Appeal # 4 Mail/Email Grandparent Appeal # 2 Parents of Alumni Appeal # 2

May 6–24 Volunteer Calls to Assigned Families – Participation

May 25–26 Commencement Weekend Deerfield

May 31 Summer Vacation

June 10–forward New Family Receptions/DA 101

June 11 Final Participation Appeal Email

June 30 Fiscal Year Close

Page 18: 2012-13 Parent Volunteer Resource Book

16.

ANNUAL/SENIOR PARENT GIVING 2011–2012

Alumni and parents together raised a total of $5,775,518 towards Annual Giving. Parent contributions to the Annual Fund totaled $1,700,000, with 68% parent participation (including alumni parents). Total Senior Parent Giving was $1,800,000 towards the Campaign to Honor the Class of 2012, as well as an additional $225,000 towards Annual Giving (with 84% participation). The outreach of our 600+ annual and parent volunteers clearly helped Deerfield’s message stay strong, and made all the difference in the end. Thank you so much!

We are especially grateful for the following results:

• Largest Parent Participation: Class of 2012 – 84%

• Largest Dollar Total: Class of 1993 – $254,427

• Post-50th Reunion Participation: Class of 1952 – 100%

• 20–50 Years Out Participation: Class of 1983 – 45%

• 1–19 Years Out Participation: Class of 2010 – 57%

Recent Results

Page 19: 2012-13 Parent Volunteer Resource Book

17.

Parent Giving Staff

Our job is to give you the tools you need to easily do your job and to have fun doing it! If you require a report or a pep talk, some thank you cards or help writing a letter, call or email us right away.

William Barry ’77 P’11,’15 Director of Parent Giving

o: (413) 774-1587 c: (413) 512-1017

[email protected]

Diane Lively Administrative Assistant to Capital Gifts and Parent Giving

o: (413) 774-1463

[email protected]

Page 20: 2012-13 Parent Volunteer Resource Book

18.

Donor Recognition

Imagine Deerfield, our comprehensive campaign for students and

teachers, will dramatically improve how we deliver a world class education.

Our grateful recognition of support will follow these guidelines.

THE 1797 SOCIETY

Named in honor of the year in which Deerfield Academy was founded,

the Society has five levels, which recognize donors who contribute $5,000

or more during the fiscal year:

Presidents Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $100,000 and above

Headmasters Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $50,000–$99,999

Heritage Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $30,000–$49,999

Founders Associates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $15,000–$24,999

1797 Member. . . . . . . . . . . . . . . . . . . . $5,000–$14,999 (classes 1929–1993)

1797 Member. . . . . . . . . . . . . . . . . . . . . $1,797–$14,999 (classes 1994–2012)

ADDITIONAL RECOGNITION

Eighty percent of our donors give at levels below the 1797 Society, and we are sincerely grateful for their gifts and support.

The Green & White. . . . . . . . . . . . . . . . . . . . . . $1–$4,999 (classes 1929–1993)

The Green & White. . . . . . . . . . . . . . . . . . . . . .. $1–$1,796 (classes 1994–2012)

Out of 4,794 donations, 4,254 were Green & White level donations, which totaled $888,850. Deerfield relies on broad-based support. Thank you!

Page 21: 2012-13 Parent Volunteer Resource Book

19.

Fundraising Glossary of Terms

Acknowledgement: A receipt that acknowledges a gift or pledge, generated by Deerfield’s gift processing.

Endowment: Gifts to the Academy that remain invested and are spent using a conservative draw formula ensure financial stability for the long term.

Fiscal Year: The school’s financial year, which runs from July 1–June 30.

LYBUNT: Solicitable donors who contributed “Last Year But Unfortunately Not This” year.

Matching Gift: Parents and alumni may request that donations be directed to Deerfield through their employers’ (or their spouses’ employers’) matching gift programs by contacting their employers. Company programs may be reviewed at matchinggift.com/Deerfield.

NOS: Any Deerfield constituent who does not wish to be solicited for support can be coded NOS (“No Solicit”) based on a call, email, or written request.

Parent Giving: Gifts of cash or securities made by current parents that make an immediate impact for Deerfield by funding our ability to attract the best students and teachers and allowing them to learn on our beautiful campus.

Participation Rate: The percentage of solicitable members of a class who donated in a given campaign year.

Recurring Giving: Gifts can be made monthly, quarterly, semi-annually, or annually for up to five years.

The 1797 Society: Recognition of donors who contributed $5,000 or more during the fiscal year. Prior to the 20th reunion year, the qualifying amount is $1,797.

Senior Parent Giving: We ask parents of seniors to consider gifts of cash or securities that are a multiple of their Annual giving, which are then directed toward a capital or endowment purpose chosen by senior parents, together with the Academy. This contribution may be spread out over a period of three to five years.

SYBUNT: Solicitable donors who contributed “Some Year But Unfortunately Not This” year.

Page 22: 2012-13 Parent Volunteer Resource Book

20.

Head of School: Dr. Margarita O’Byrne Curtis H’57

Enrollment: 633 in Grades 9–12

Boarding: 556

Day: 77

Male: 324

Female: 309

States Represented: 39

International: 107 students from 33 foreign countries

Students of Color: 30.4% of the student body

Admissions Applications: 2,378

Admitted Students: 324, 13.6% admit rate

Matriculated Students: 206, 64% enrollment rate

Tuition: Boarding $47,500, Day $34,050

Financial Aid: 2012–13 Financial Aid budget is $7.3 million

• 35% of Deerfield students receive financial aid.

• The average Financial Aid award for boarding students was $39,900

• The average Financial Aid award for day students was $19,100.

Faculty: 122 Advanced Degrees: 75%

Average Class Size: 12 students Student/Teacher Ratio: 5/1

College Counseling: Colleges most attended between 2006 and 2012:

BostonBowdoinBrownBucknellColbyColgateCornellDartmouth

DukeGeorgetownHamiltonHarvardMiddleburyU. PennsylvaniaPrinceton

U. RichmondStanfordTrinity (CT)TuftsU. VirginiaWilliamsYale

Information 2012–2013

Page 23: 2012-13 Parent Volunteer Resource Book

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