September
• Make Your Pledge if You Have Not Already Done So
• Five Star Festival (Sept. 13-15)
• Connect with Co-Lead Agent(s) to Establish Plan for Achieving Goals
• Reach Out to Associate Agents (If Applicable)
• Class Agents Request Preferred Calling Assignments
October
• Begin Working on Fall Appeal to Your Class
• Call the Annual Giving Staff for Any Assistance
• Phonathon Begins and Runs Through November
• Class Agents/Chapter Leaders/Alumni Board Weekend (Oct. 11-13)
November
• Parents Weekend (Nov. 2-4)
• Send Fall Appeal to Classmates
• Begin Soliciting Assigned Prospects, Particularly SYBUNTs
December
• Send an E-mail Blast for the Holidays
• Solicit Assigned December Donors and LYBUNTs
January
• Class Agents Write Personal Notes to Donors
February
• Phonathon Resumes and Continues Through May
March
• Begin Working on Spring Appeal to Your Class
April
• SPEAK Launches
• Send Spring Appeal to Classmates
• Call Remaining Assigned LYBUNTs and SYBUNTs
May
• Alumni Weekend (May 2-5)
• Focus on Contacting LYBUNTs, SYBUNTs and Pledge Balances
June
• Focus on Pledge Balances
• Send an E-mail Blast for Year-end
• End of Fiscal Year (June 30)
July
• Celebrate Your INCREDIBLE Work as a Class Agent
• Write Personal Notes to Donors
August
• Set Goals for 2013-2014