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2012–2013 ANNUAL FUND ALUMNI RESOURCE BOOK


Let’s pledge loyal hearts again . . . Fellow Volunteer— I can think of no better way to kick off the year than with a big THANK YOU. Annual Giving represents the lifeblood of Deerfield fundraising. It covers roughly 10% of the school’s yearly operating costs and comprises 20% of the total goal for our Imagine Deerfield campaign. And each year, it’s the engagement of committed alumni volunteers that makes Deerfield Annual Giving as successful as it is. So whether you have contributed to past years’ efforts or are just getting involved for the first time, a hearty and sincere thank you on behalf of the Big Green. Looking ahead, our mission as volunteers has two equally important components. First, we want to continue to foster strong dollar support from alumni donors. Fortunately, the Imagine Deerfield campaign provides us with great momentum on which to capitalize. Second, we need to find ways to inspire more and more alumni to participate in contributing to Deerfield each year. The optimal measure of our success is growth in both dollars and donors alike. As volunteers, we enjoy the unique position of being able to help share Deerfield’s vision with fellow alumni and, in so doing, help bring that vision to fruition. Deerfield’s objectives, fundraising and otherwise, are entirely achievable with your help and nearly impossible without it. I hope the pages that follow provide you with a useful outline of the many resources at your disposal. And, please, whenever you have a question, need, or idea, don’t hesitate to reach out to me, your Steering Committee member, or Deerfield’s Annual Giving staff at any time. Yours,

Daniel B. Garrison ’94 S’99 Annual Giving National Chair, Trustee


What the Annual Fund Accomplishes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 What are Deerfield’s Priorities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5 What Can You Do? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6 The Annual Fund Steering Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 How Do I Get My Classmates to Support DA? . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Emphasis on Reunions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Methods of Giving to Deerfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11 Stay in Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Stay Informed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Calendar for Annual Fund Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14-15 Recent Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Annual Giving Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Donor Recognition. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Fundraising Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Deerfield Academy Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

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What the Annual Fund Accomplishes IMMEDIATELY FUNDS IMAGINE DEERFIELD PRIORITIES This year the Annual Fund remains focused on Deerfield’s core priorities: Renewing and Expanding our Faculty and Strengthening Student Financial Aid. It will give Department Chairs time to meet and plan innovative pedagogy, it will send faculty abroad and influence their courses, and it will bring as diverse and interesting a group of students to campus as possible. A pilot iPad program this year is a good example of all of the above examples converging in the classroom and enhancing the Deerfield experience.

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1. Renewing Our Faculty to keep current

What are Deerfield’s Priorities?

with changing pedagogy

Our comprehensive campaign, Imagine Deerfield, will raise $200 million in support of students and teachers. The Annual Fund

2. Expanding the Faculty to create time for collaboration

allows us to immediately

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.

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.

realize priorities, including these examples. The top three priorities of Imagine Deerfield and, therefore, the Annual Fund are:

3. Student Financial Aid to admit the very best students

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To promote Deerfield’s excellence, and to prepare students for leadership in a collaborative, global community, the Academy will significantly increase its financial aid budget, ensuring that we bring to campus worthy students from every corner of the socioeconomic landscape.

To learn more, visit DEERFIELD.EDU/IMAGINE


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, and a Global Studies Director.

Our robust financial aid program helps Deerfield include broader economic diversity in its population and therefore allows us to pull together the most interesting and diverse group of students as possible, which affects everyone on campus. As you know, significant learning comes from knowing the people around us, in the dorms, on the teams, and at the dinner table. For more information on the financial aid program see the Fall 2011 Deerfield Magazine article entitled “Private Equity�: deerfield.edu/private-equity.

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What Can You Do? With over 525 alumni volunteers and 100 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 ANNUAL FUND VOLUNTEER . . . • Makes Deerfield a priority . . . • Makes an early gift or pledge to Deerfield in order to lead by example • Maintains communications with assigned classmates • Solicits classmates and thanks donors • Gives Deerfield staff appropriate feedback

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The Annual Fund Steering Committee Serves as a resource for volunteer leaders and is a direct link between volunteers and the Annual Giving Office at Deerfield through regular direct contact with class captains. ANNUAL FUND STEERING COMMITTEE & CONTACT INFO

CLASS RESPONSIBILITY

Annual Giving National Chair Trustee

Daniel B. Garrison ’94 (Dan) Work: (617) 434-9745; Cell: (617) 285-3799 daniel.b.garrison@ustrust.com

Classes 1950–1959

Richard F. Boyden ’52 (Dick) Home: (508) 477-4014 dboyden@cape.com

Classes 1960–1964

Robert S. Lyle II ’64 P’91,’95 (Bob) Home: (203) 655-3943 captainlyle@optonline.net

Classes 1965–1969

Andrew R. Steele ’65 (Andy) Work: (603) 646-3279 andy.steele@dartmouth.edu

Classes 1970–1979

TBD

Classes 1980–1984

Frank Reichel ’82 (Frank) Work: (804) 353-4500 freichel@tswinvest.com

Classes 1985–1989

Andrew Bonanno ’87 (Andy) Home: (203) 656-4047 andrew.p.bonanno@gmail.com

Classes 1990–1994

TBD

Classes 1995–1999

Amy Sodha Harsch ’97 (Amy) Cell: (646) 256-1351 amy.sodha@gmail.com

Classes 2000–2004

Lisa Hilberg Craig ’00 (Lisa) Home: (518) 583-6723 lisa.hilberg@gmail.com

Classes 2005–2012

Nicholas Z. Hammerschlag ’04 (Nick) Cell: (917) 816-1744 nhammerschlag@gmail.com

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How Do I Get My Classmates 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. G  ive. Make your own gift or pledge before you begin your calls. This makes it possible for you to invite every classmate to join you in supporting Deerfield this year.

2. P  repare. Know who you plan to call and what you would like them to give. Consult the online reporting tool deerfield.edu/go/ORT before calling. 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. T  hank. Thank your classmate for the conversation no matter how long or short, and pass on relevant information to Annual 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.

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Emphasis on Reunions have always been a time for alumni to focus on their Deerfield experience. Now, more than ever, organized and active reunion committees make a huge difference for Deerfield. By encouraging attendance and longer term financial support, reunion classes are considerably influential in Deerfield’s success. To accomplish this, each reunion year has a unique logo, more classmates are invited into conversations about Deerfield, and all are asked to consider a five-year financial commitment to their school.

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Methods of Giving to Deerfield 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 Annual Fund P.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, alumni 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 Annual Fund P.O. Box 306 Deerfield, MA 01342

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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 Academy c/o Ms. Loretta Price J.P. Morgan Clearing Corp One Metrotech Center North Brooklyn, NY 11201 Phone: (212) 888-6197 Fax: (212) 888-2349 DTC# 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 classmates 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

 lanned giving programs benefit Deerfield, while offering tax advantages and/or P 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 tzolkos@deerfield.edu or (413) 774-1871. 11.


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 alumni define their relationship with the school, and then facilitate that relationship. Email or call annualgiving@deerfield.edu or 413-774-1474

• When classmate contact information has changed

• When a classmate does not wish to receive certain mailings

Email classnotes@deerfield.edu, send news to the address below, or submit notes directly to deerfield.edu/alumni/notes. The Common Room Deerfield Academy P.O. Box 306 Deerfield, 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.

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Stay Informed 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 on deerfield.edu. • 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! • More Volunteer Resources can be found at deerfield.edu/go/ORT under the “Resources” tab or at deerfield.edu/alumni under “Volunteer for Deerfield.”

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Calendar for Annual Fund Volunteers

2012 SEPTEMBER • Volunteer Focus: Finalize class agent teams, draft class letter, collect class notes for Winter Deerfield Magazine (notes due late September) • Make your own gift or pledge • Reunion Focus: Get the word out that Reunions are June 13–16, 2013! OCTOBER • Volunteer Focus: Re-familiarize yourself with ORT (Online Reporting Tool) and volunteer resources, finalize calling assignments, and finalize class letter. • Reunion Focus: Make five-year asks. • Classes of 2003–2012: Choate Challenge, October 1–November 10! NOVEMBER • Volunteer Focus: Reach out to EOCY (end of calendar year) donors. • Reunion Focus: Reunion pre-registration begins. Visit deerfield.edu/reunions for more info. DECEMBER • Volunteer Focus: Call EOCY (end of calendar year) donors to secure end of calendar year giving. 14.


2013 JANUARY • Volunteer Focus: Thank you notes to EOCY donors! FEBRUARY • Volunteer Focus: Second class letter due. MARCH • Volunteer Focus: Strategize best way to reach remaining donors and April Donor Challenge success. • Reunion Focus: Reunion early bird registration ends. Visit deerfield.edu/reunions for more info. APRIL • Volunteer Focus: April Donor Challenge! Every donor counts toward class prizes (non-reunion classes only). • Volunteer Focus: Leaders Weekend, April 26–27. All volunteers are invited to campus to hear updates on Deerfield and the Imagine Deerfield campaign from trustees, senior staff, and faculty. • April Challenge Phonathon Day: Come to NYC or call from home using ORT. MAY • Volunteer Focus: Calls to all lapsed donors (LYBUNTs especially!). • Reunion Focus: No refunds after May 16, 2013. • Finish up Strong! JUNE • Volunteer Focus: Final calls to reach participation and dollar goals. • Reunion Focus: Reunions, June 13–16, 2013. • Mid-June: Student phonathon and follow-up mailings JULY • Volunteer Focus: Thank the donors in your class who have helped to make the Annual Fund campaign a success. The highlights here express the basic actions that are needed from class volunteers on a month-by-month basis. More outreach, class letters, organization, team conference calls, and events are always encouraged! * Please plan on two weeks for your letters or emails to reach classmates once the final text is in the Annual Giving office. 15.


Recent Results ANNUAL FUND 2011–2012 Total dollars raised were $5,775,518 with 41% alumni and 58% parent participation. The outreach of our 600+ 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 Dollar Total: Class of 1993—$254,427 • 25th Reunion Commitment, Class of 1987 – $1,604,763 • 50th Reunion Commitment, Class of 1962 – $2,360,388 • Post-50th Reunion Participation: Class of 1952 – 100% • Participation 20–50 years out: Class of 1983 –45% • Participation 1–19 years out: Class of 2010 – 57% APRIL DONOR CHALLENGE RESULTS 2012 Most Donors in April • Class of 1964 with 75 donors, 1st place • Class of 1979 with 34 donors, 2nd place • Class of 1988 with 16 donors, 3rd place Most Year-to-Date Donors • Class of 2011, 86 donors, 1st place • Class of 2010, 84 donors, 2nd place • Class of 1964, 80 donors* • Class of 2009, 69 donors, 3rd place *Challenge rules stipulate a class may only win in one category

In the 4th Choate Challenge for the youngest 10 classes, we were defeated by a single donation. This year we will BEAT CHOATE!

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

Betsey Dickson ’94 Assistant Director Classes 1994–2012 (5th, 10th, 15th Reunions) o: (413) 774-1469 c: (413) 335-9962 edickson@deerfield.edu

John G. Knight ’83 Director Classes 1983–1993 (20th, 25th, 30th Reunions) o: (413) 774-1411 c: (413) 522-2555 jknight@deerfield.edu

Evan Crosby Assistant Director Classes 1967–1982 (35th, 40th, 45th Reunions) o: (413) 774-1466 c: (508) 560-2450 ecrosby@deerfield.edu

Jenn Bealer Assistant to Annual Giving Classes 1940–1962 (55th and 60th Reunions) o: (413) 774-1460 jbealer@deerfield.edu 17.


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 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. Obviously, Deerfield relies on broad-based alumni support. Thank you!

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Fundraising Glossary of Terms Acknowledgement: A receipt that acknowledges a gift or pledge, generated by Deerfield’s gift processing. Annual Fund: Gifts of cash or securities that make an immediate impact for Deerfield by funding our ability to attract the best students and teachers and allow them to learn on our beautiful campus. 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: 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. For a full list of constituent codes see the Resources tab at deerfield.edu/go/ORT. 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 allow 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. SYBUNT: Solicitable donors who contributed “Some Year But Unfortunately Not This” year.

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Information

2012–2013 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: Boston C.

Duke

U. Richmond

Bowdoin

Georgetown

Stanford

Brown

Hamilton

Trinity (CT)

Bucknell

Harvard

Tufts

Colby

Middlebury

U. Virginia

Colgate

U. Pennsylvania

Williams

Cornell

Princeton

Yale

Dartmouth 20.


2012-13 Volunteer Resource Book  

Information and resources for volunteers.

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