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<br /> <br /> Penn Alumni Relations<br /> E. Craig Sweeten Alumni House<br /> 3533 Locust Walk<br /> Philadelphia, PA 19104<br /> www.alumni.upenn.edu<br /> 215.898.7811<br /> reunion@ben.dev.upenn.edu<br /> The Penn Fund<br /> 2929 Walnut Street<br /> at the corner of 30th and Walnut<br /> Philadelphia, PA 19104<br /> www.pennfund.upenn.edu<br /> 215.898.8445<br /> pennfund@lists.upenn.edu<br /> Office of Gift Planning<br /> 2929 Walnut Street<br /> at the corner of 30th and Walnut<br /> Philadelphia, PA 19104<br /> www.giving.upenn.edu/gift-planning<br /> 215.898.6171<br /> giftplanning@dev.upenn.edu<br /> PENN REUNION<br /> LEADERSHIP<br /> CONFERENCE<br /> #PRLC18<br /> STRATEGIC<br /> PLANNING<br /> REFERENCE<br /> MANUAL<br /> YOUR GUIDE TO A<br /> SUCCESSFUL<br /> REUNION<br /> ALUMNIWEEKEND<br /> SAVE THE DATE<br /> MAY 11 - 14, 2018<br /> www.alumni.upenn.edu/alumniweekend<br /> “Reunions are at the center of alumni engagement. Whe<a title="PRLC-WorkBook page 1" href="http://viewer.zmags.com/publication/31124026?page=1"> </a> <a title="PRLC-WorkBook page 2" href="http://viewer.zmags.com/publication/31124026?page=2"> Penn Alumni Relations E. Craig Sweeten Alumni Hou</a> <a title="PRLC-WorkBook page 3" href="http://viewer.zmags.com/publication/31124026?page=3"> PENN REUNION LEADERSHIP CONFERENCE #PRLC18 STRATE</a> <a title="PRLC-WorkBook page 4" href="http://viewer.zmags.com/publication/31124026?page=4"> “Reunions are at the center of alumni engagement.</a> <a title="PRLC-WorkBook page 5" href="http://viewer.zmags.com/publication/31124026?page=5"> PRLC Checklist q Create a PennKey and password </a> <a title="PRLC-WorkBook page 6" href="http://viewer.zmags.com/publication/31124026?page=6"> Records and Goals Committees are essential to th</a> <a title="PRLC-WorkBook page 7" href="http://viewer.zmags.com/publication/31124026?page=7"> Reunion Records Reunion attendance records in blu</a> <a title="PRLC-WorkBook page 8" href="http://viewer.zmags.com/publication/31124026?page=8"> Donors REUNION DONOR RECORD CLASS YEAR Se</a> <a title="PRLC-WorkBook page 9" href="http://viewer.zmags.com/publication/31124026?page=9"> Take Notes Here “The r</a> <a title="PRLC-WorkBook page 10" href="http://viewer.zmags.com/publication/31124026?page=10"> Take Notes Here “It wa</a> <a title="PRLC-WorkBook page 11" href="http://viewer.zmags.com/publication/31124026?page=11"> REUNION RESOURCES REUNION RESOURCES Utilize the </a> <a title="PRLC-WorkBook page 12" href="http://viewer.zmags.com/publication/31124026?page=12"> Alumni Resources The P</a> <a title="PRLC-WorkBook page 13" href="http://viewer.zmags.com/publication/31124026?page=13"> Reunion Volunteer Tools Mobile Volunteer Portal </a> <a title="PRLC-WorkBook page 14" href="http://viewer.zmags.com/publication/31124026?page=14"> Dates to Remember OCTOBER 2017 October 10, 2017 </a> <a title="PRLC-WorkBook page 15" href="http://viewer.zmags.com/publication/31124026?page=15"> Communications Calendar Dates SEPTEMBER 2017 Aug</a> <a title="PRLC-WorkBook page 16" href="http://viewer.zmags.com/publication/31124026?page=16"> Take Notes Here </a> <a title="PRLC-WorkBook page 17" href="http://viewer.zmags.com/publication/31124026?page=17"> COMMITTEE STRUCTURE COMMITTEE STRUCTURE Reunion</a> <a title="PRLC-WorkBook page 18" href="http://viewer.zmags.com/publication/31124026?page=18"> Outreach Committee ________________________ </a> <a title="PRLC-WorkBook page 19" href="http://viewer.zmags.com/publication/31124026?page=19"> Gift Committee Gift Committee Volunteer Role: • </a> <a title="PRLC-WorkBook page 20" href="http://viewer.zmags.com/publication/31124026?page=20"> Face-to-Face Meetings Work sessions are an oppor</a> <a title="PRLC-WorkBook page 21" href="http://viewer.zmags.com/publication/31124026?page=21"> Take Notes Here </a> <a title="PRLC-WorkBook page 22" href="http://viewer.zmags.com/publication/31124026?page=22"> Take Notes Here </a> <a title="PRLC-WorkBook page 23" href="http://viewer.zmags.com/publication/31124026?page=23"> COMMUNICATIONS COMMUNICATIONS “Tell them what y</a> <a title="PRLC-WorkBook page 24" href="http://viewer.zmags.com/publication/31124026?page=24"> Email Reunion Communications Send emails with a c</a> <a title="PRLC-WorkBook page 25" href="http://viewer.zmags.com/publication/31124026?page=25"> Reunion Marketing - Provided by Alumni Relations </a> <a title="PRLC-WorkBook page 26" href="http://viewer.zmags.com/publication/31124026?page=26"> Communications Strategy Develop a monthly commun</a> <a title="PRLC-WorkBook page 27" href="http://viewer.zmags.com/publication/31124026?page=27"> Take Notes Here 23</a> <a title="PRLC-WorkBook page 28" href="http://viewer.zmags.com/publication/31124026?page=28"> Take Notes Here “The </a> <a title="PRLC-WorkBook page 29" href="http://viewer.zmags.com/publication/31124026?page=29"> PRE-REUNION EVENTS PRE-REUNION EVENTS Use Pre-R</a> <a title="PRLC-WorkBook page 30" href="http://viewer.zmags.com/publication/31124026?page=30"> Outreach Focused Pre-Reunion Events • Planned an</a> <a title="PRLC-WorkBook page 31" href="http://viewer.zmags.com/publication/31124026?page=31"> Plan Outreach Pre-Reunion Events No matter what </a> <a title="PRLC-WorkBook page 32" href="http://viewer.zmags.com/publication/31124026?page=32"> Philanthropic Focused Pre-Reunion Events What ar</a> <a title="PRLC-WorkBook page 33" href="http://viewer.zmags.com/publication/31124026?page=33"> Philanthropic Pre-Reunion Strategy Boot Camps an</a> <a title="PRLC-WorkBook page 34" href="http://viewer.zmags.com/publication/31124026?page=34"> Take Notes Here </a> <a title="PRLC-WorkBook page 35" href="http://viewer.zmags.com/publication/31124026?page=35"> Take Notes Here “Th</a> <a title="PRLC-WorkBook page 36" href="http://viewer.zmags.com/publication/31124026?page=36"> Take Notes Here Lov</a> <a title="PRLC-WorkBook page 37" href="http://viewer.zmags.com/publication/31124026?page=37"> OUTREACH/ PLANNING TIMELINE OUTREACH PLANNING ST</a> <a title="PRLC-WorkBook page 38" href="http://viewer.zmags.com/publication/31124026?page=38"> Outreach Timeline Call, send, call! September: St</a> <a title="PRLC-WorkBook page 39" href="http://viewer.zmags.com/publication/31124026?page=39"> Outreach Timeline Call, send, call! December: • S</a> <a title="PRLC-WorkBook page 40" href="http://viewer.zmags.com/publication/31124026?page=40"> Outreach Timeline Call, send, call! March: • Comp</a> <a title="PRLC-WorkBook page 41" href="http://viewer.zmags.com/publication/31124026?page=41"> AW Planning Tips Use the Alumni Weekend signatur</a> <a title="PRLC-WorkBook page 42" href="http://viewer.zmags.com/publication/31124026?page=42"> Take Notes Here W</a> <a title="PRLC-WorkBook page 43" href="http://viewer.zmags.com/publication/31124026?page=43"> REUNION GIVING EXPLAINED Reunion is the best time</a> <a title="PRLC-WorkBook page 44" href="http://viewer.zmags.com/publication/31124026?page=44"> Reunion Giving Your class gift counts all of the</a> <a title="PRLC-WorkBook page 45" href="http://viewer.zmags.com/publication/31124026?page=45"> Loyal Giving continued Easy options for loyal giv</a> <a title="PRLC-WorkBook page 46" href="http://viewer.zmags.com/publication/31124026?page=46"> Gift Strategy Determine the best schedule for yo</a> <a title="PRLC-WorkBook page 47" href="http://viewer.zmags.com/publication/31124026?page=47"> Vehicle for Giving Ways to make a gift to The Pe</a> <a title="PRLC-WorkBook page 48" href="http://viewer.zmags.com/publication/31124026?page=48"> Take Notes Here “It was</a> <a title="PRLC-WorkBook page 49" href="http://viewer.zmags.com/publication/31124026?page=49"> Take Notes Here “I hope </a> <a title="PRLC-WorkBook page 50" href="http://viewer.zmags.com/publication/31124026?page=50"> Take Notes Here “I volu</a> <a title="PRLC-WorkBook page 51" href="http://viewer.zmags.com/publication/31124026?page=51"> GIFT PLANNING STRATEGY Penn’s Office of Gift Plan</a> <a title="PRLC-WorkBook page 52" href="http://viewer.zmags.com/publication/31124026?page=52"> In 1995, the University of Pennsylvania founded t</a> <a title="PRLC-WorkBook page 53" href="http://viewer.zmags.com/publication/31124026?page=53"> 1 Easy Path to Membership Life Insurance Group Li</a> <a title="PRLC-WorkBook page 54" href="http://viewer.zmags.com/publication/31124026?page=54"> Take Notes Here “Penn ha</a> <a title="PRLC-WorkBook page 55" href="http://viewer.zmags.com/publication/31124026?page=55"> Take Notes Here Whether</a> <a title="PRLC-WorkBook page 56" href="http://viewer.zmags.com/publication/31124026?page=56"> NOVEMBER 3 – 5 MAY 11–14, 2018 </a> <a title="PRLC-WorkBook page 57" href="http://viewer.zmags.com/publication/31124026?page=57"> SESSION NOTES Use this section to take notes. </a> <a title="PRLC-WorkBook page 58" href="http://viewer.zmags.com/publication/31124026?page=58"> 54</a> <a title="PRLC-WorkBook page 59" href="http://viewer.zmags.com/publication/31124026?page=59"> 55</a> <a title="PRLC-WorkBook page 60" href="http://viewer.zmags.com/publication/31124026?page=60"> 56</a> <a title="PRLC-WorkBook page 61" href="http://viewer.zmags.com/publication/31124026?page=61"> 57</a> <a title="PRLC-WorkBook page 62" href="http://viewer.zmags.com/publication/31124026?page=62"> 58</a> <a title="PRLC-WorkBook page 63" href="http://viewer.zmags.com/publication/31124026?page=63"> </a> <a title="PRLC-WorkBook page 64" href="http://viewer.zmags.com/publication/31124026?page=64"> “If you fail to plan, you are planning to fail!</a>