October 2011

Update on the Bates Fund

Bates College’s monthly newsletter for its fundraising volunteers.

Fiscal Year 2012 Brings New Leadership, New Goals

On July 1, Bates opened the books on a new fiscal year with Bates Fund goals of $6 million, 48% alumni participation, and 40% parent participation. Buoyed by all-time-high alumni and parent engagement and stellar performance over the past two years, the College is eager to work with volunteers to achieve these goals.Bates is equally excited to welcome Trustees Sarah Pearson ’75 and Bill Carey ’82, P’13, P’14 into new roles as co-chairs of the Bates Fund and Bates Fund Executive Committee. Currently Chief Development Officer for the Broad Institute in Cambridge, Mass., Sarah brings a wealth of expertise from a successful career in fundraising. Prior to her current role, she served as Vice President for Alumni Relations and Development at Northwestern University. Bill has volunteered for Bates in numerous capacities and last year co-chaired the Mount David Society. Husband of Scarlett ’82 and parent of Charlie ‘13 and Maggie ‘14, Bill currently is the President of F-Squared Retirement Solutions, a subsidiary of F-Squared Investments in Newton, Mass.
Bates Fund Goals for FY 2012

 Participation       Dollars
Alumni Fund Goal 48% $4,600,000
Parents Fund Goal 40% $1,400,000
Total Bates Fund Goal             $6,000,000
Progress Compared to Last Year
9/30/10 9/30/11
Alumni Fund commitments $871,563 $1,287,035
Alumni participation 3% 3%
Parents Fund commitments $302,005 $340,606
Parent participation 1% 1%
Total Gifts $1,173,569 $1,627,641
Commitments by Group
9/30/10
9/30/11
Bates Fund Executive Committee 76% 78%
Board of Trustees 44% 100%
Mount David Society Committee 34% 48%
Reunion Gift Committees 2% 3%
Class Agents – non-BOLD 14% 18%
Class Agents – BOLD 20% 30%
Bates Parents Fund Committee 21% 15%
Alumni Council 50% 43%

Trustees Set Unprecedented Pace

As of September 14, 100% of Bates Trustees are on board with a gift or pledge to the 2011-12 Bates Fund. This is the third year in a row that the Trustees have achieved 100% participation early in the giving year. Preliminary commitments total $900,000 – this is 11.5% more than last year and half increased their pledge by 20% or more with an average commitment of $22,500. These commitments help to set a strong pace for the year and position us well to achieve our lofty goals.

As Bates Fund volunteers, please make your gift or pledge early in the year so you can ask your peers to make their gift with confidence! Payment is not due until June 30, 2012.

Bates Fund Executive Committee

The Bates Fund Executive Committee sets the overall strategy for the Bates Fund as well as mentors volunteers. Each member has responsibility for a specific area of the Bates Fund. If you have questions or ideas, feel free to contact them:

New Faces in Annual Giving

Hayley Anson ’06, Leah Wiedmann Gailey ’97, Curt Lyford ’04, Brad MacCachran, Steve Mortimer ’72, Erin Nelson, Emily Parent, and Penney Ward joined the Annual Giving team over the summer. Their roles and responsibilities are outlined to the right.

Class Agent Program – Exciting News

You talked, we listened. Guided by Class Agents’ comments, Class Agent co-chairs Irwin Flashman and Kathy Overbye are driving the development of a number of creative new programs and approaches intended to provide Class Agents with the tools, skills and information they need to be top notch agents. These include (a) online and on-site fundraising training, (b) guidance on using the Garnet Gateway volunteer fundraising system, (c) regional “community building” events for Bates Fund volunteers, (d) a website designed specifically for Bates Fund volunteers, and (e) a new philosophy on making assignments in order to improve the experience and success of our Class Agents. Because of the above improvements, many class agents will not receive their assignments until late January or early February. Between now and then, the Bates Student Callers will be making calls to alumni and parents, as will some Class Agents. Bates Advancement will continue with mailings, events and other programs. Stay tuned for more details, or contact Steve Mortimer at smortime@bates.eduwith questions.

The Bates Fund Volunteer Center

The Bates Fund Volunteer Center website will debut in early November as the go-to place for all of your needs. You will be able to see how we’re doing, get to Bates news on pretty much any topic, access the Garnet Gateway, obtain forms, view training videos, and much more. In addition, each volunteer group, i.e. Class Agents, Parents, Reunion, BOLD, and MDS, will have its own customized page. Additional content will be added to the site on an ongoing basis. We have a long list of what we think might make your roles easier and/or more rewarding. That said, site content will be driven in large part by your feedback, so once it’s up and running, please let us know what you like or need.

Student Calling Program Hits the Ground Running

The Student Calling program for FY12 has begun. Twenty students began calling alumni on October 9th and raised $16,397 from 173 alumni during just their first week. The students are calling all alumni, regardless of giving history, who are not assigned to a volunteer. They are looking forward to calling Parents, BOLD alumni and alumni in Reunion years during the next month.

Garnet Gateway Online Tool Update

We are hard at work finding solutions to some of your most requested enhancements. For example, in a few months you’ll be able to have a new password emailed to you immediately by just clicking a link. More announcements to come in future e-Newsletters.

An Opportunity for Alumni Age 70+

From now through December 31, those age 70+ may make a tax-smart gift to Bates by taking advantage of the IRA Charitable Roll-Over, a provision that allows you to direct up to $100,000 of your required minimum distributions to be directed to charity. Contact Erin Martin, Bates Director of Gift Planning, at 207-786-8373 or emartin2@bates.edu for details.

Thank you for all you do for the Bates Fund!

Scenes from Bates
We’re here to help!

Christina Wellington Traister ’94
Director of Annual Giving
207-786-6478Hayley Anson ’06
Assistant Director of Annual Giving
Contact for BOLD Volunteers
207-786-8251

Nina Emmi ’10 
Assistant Director of Annual Giving
207-755-5993

Leah Gailey ’97
Director of Mount David Society Giving
Contact for MDS Committee Members
207-786-8344

Aislinn Hougham ’07
Bates Fund Gift Officer
207-786-6129

Curt Lyford ’04
Associate Director of Annual Giving
Contact for Reunion Gift Committee Volunteers
207-755-5987

Brad MacCachran
Bates Fund Gift Officer
207-755-5974

Steve Mortimer ’72
Director of Class Giving
Contact for Class Agents
207-786-8372

Erin Nelson
Director of Parent Giving
Contact for Parents Fund Committee Members
207-755-5975

Melody Beaulieu
Annual Giving Office Coordinator
Contact for Class Agents
207-786-6225

Daphne Comeau
Administrative Assistant, Class Giving
207-786-8256

Emily Parent
Administrative Assistant, Bates Fund Giving
207-755-5976

Penney Ward
Administrative Assistant, Mount David Society, Parents Fund
207-755-5977