A Message from President Rebecca S. Chopp - Alumni

A Message from President Rebecca S. Chopp
I want to take this opportunity to extend my deepest thanks to you for
volunteering for Colgate.
Volunteerism requires dedication and commitment, and with countless
demands pulling at each of us in any given day, prioritization of our
activities becomes very important. By giving your time, you demonstrate
the spirit that is Colgate.
During the last fiscal year, which ended on May 31, 2008, we received
generous support of more than $39 million from 46 percent of our
alumni. To achieve this feat, our volunteers reached out to more than
3,300 graduates. Parents also had a record year raising over $4.6 million
from non alumni parents.
Your work this year will go beyond raising money and bringing us closer to our $400 million campaign
goal; you will serve as a direct line of communication with members of the Colgate community. By
taking the time to listen to their thoughts and reminisce about their experiences — and by sharing
those interactions with us — you will help us develop a better understanding of what’s on the minds of
our alumni and parents. With this knowledge, we can continue to build relationships with our 29,000
alumni and, together, keep Colgate at the leading edge of liberal arts universities in America.
Regards,
Rebecca S. Chopp
President, Colgate University
Colgate University’s fiscal year June 1 – May 31 1

2 Colgate University’s fiscal year June 1 – May 31

Table of Contents
Colgate Today
Admissions Statistics............................................................................................1
Off Campus & Extended Study Programs...........................................................2
Career Services....................................................................................................4
Alumni Corporation............................................................................................5
Residential Education..........................................................................................6
Understanding Colgate’s Finances........................................................................8
Endowment & Comparison................................................................................9
Reasons for Support..........................................................................................10
Passion for the Climb: The Campaign for Colgate............................................11
Ways to Make a Gift..........................................................................................12
Web Links.........................................................................................................13
Colgate Day......................................................................................................14
Individual Volunteer Sections
Alumni Affairs...................................................................................................15
Annual Fund.....................................................................................................33
Presidents’ Club.................................................................................................39
Parents’ & Grandparents’ Fund.........................................................................45
A Fundraiser’s Dictionary..................................................................................52
Colgate University’s fiscal year June 1 – May 31 3

4 Colgate University’s fiscal year June 1 – May 31

Admissions Statistics
Profile of Class of 2012
This year’s applicant pool was the largest and most diverse in Colgate’s history. The class was
chosen from an applicant pool of 9,415, representing all 50 states, the District of Columbia,
and 119 countries. Admitted students boast an average GPA of 3.74 and an average combined
SAT of 1403.
Total Applications:
9,415 (50 states, D.C., 119 countries)
Admitted students:
Accepted: 2,251 (23.9%)
Early Decision:
SAT middle 50% 660-740v 670-760m
ACT middle 50% 31-33
Average GPA 3.74 out of 4.0
Public/Private high schools 69%/31%
741 applications; 369 admitted; 366 enrolled; 269 denied; 88 deferred
Multicultural students:
2,864 applications; 658 admitted; 173 enrolled (22.8% of class)
International students:
1,151 applications; 104 admitted (67 countries); 36 enrolled (5% of class)
Tuition,
Room and
Board cost
approximately
$51,000 in the
2008-2009
academic year
Children/grandchildren of alumni:
306 applications; 121 admitted; 71 enrolled
Geography:
Region
Percent of
Percent of
Applications
Admitted
New York 26% 27%
New England 16% 17%
Mid-Atlantic 20% 21%
Midwest 8% 8%
Southeast 4% 5%
West and Southwest 13% 15%
International 13% 6%
Colgate University’s fiscal year June 1 – May 31 1

Off-Campus & Extended Study Programs
With more than 20 semester-long off-campus study programs, Colgate is a leader in the field,
typically ranking in the top ten among baccalaureate institutions for the number of students
studying abroad. Approximately 70% of Colgate students participate in the study abroad
program. Some examples:
Colgate is the only undergraduate college in America with a study semester at the National
Institute of Health, offering undergraduates six-month, intensive research experiences in NIH
labs.
Undergraduates get an insider’s look at Washington, D.C., political life through the
Washington Study Group. Established in 1935, it is the oldest of Colgate’s study groups and
was the first program of its kind established in D.C.
Semester Programs
• Cardiff, Wales - natural sciences
• Dijon, France - language, literature, and civilization
• Freiburg, Germany - language, literature, and civilization
• Geneva, Switzerland - economics and political science
• Kyoto, Japan - language, culture, and social structure
• London, England - groups in economics, English, and history
• Madras, India - Indian culture, especially religion, art, music, and dance
• Madrid, Spain - language, literature, art history, history, and politics
• Manchester, England - interdisciplinary studies
• Moscow, Russia - language, culture, and literature
• Nanjing, China - language, culture, and social structure
• National Institutes of Health (Bethesda, Maryland) - health sciences
• Northern Europe - a peace studies group focusing on history, politics, culture, and society
• San Francisco, California - sociology and Asian studies, Pacific Rim history and culture
• Santa Fe, New Mexico - Native American history, archaeology, life, and culture
• Santiago de los Caballeros, Dominican Republic - language and culture
• St. Andrews, Scotland - philosophy and religion
• Trinidad and Tobago, West Indies - Caribbean studies
• Venice, Italy - language, literature, art history, medieval and renaissance history,
archaeology, classical studies
• Washington, D.C. - political science
• Wollongong, Australia - Australian history, geography, and environmental issues
2 Colgate University’s fiscal year June 1 – May 31

Extended Study Programs
A number of courses offer short-term study components that extend the course beyond the
campus and beyond the regular term. These programs offer opportunities for students to gain
access to institutions and individuals relevant to their coursework that are not available on
campus. Recent extended study trips:
• Athens- The Material Culture of Athens
• Beijing- Comparative Health Systems
• Beijing- The Living City
• Denmark- The Scandinavian Welfare State: A Gendered Perspective
• Ireland- Medieval and Modernist Ireland
• Japan- Advent of the Atomic Bomb
• Manchester- CORE 121 The Monument Mathematics
• Mexico- Archaeoastronomy
• Mexico- Michoacán
• New Mexico- Pueblo communities
• New York City- United Nations/National Security
• New York City- Theater Through the Ages
• Paris- Modern Art in the Museums of Paris
• Rome/Pompeii- The Material Culture of Rome and Pompeii
• South Africa- Core 190 South Africa
• Turkey- The Islamic Heritage of Turkey
• Zambia- Introduction of African Studies
Colgate was
known as
Madison
University
until 1890
Colgate University’s fiscal year June 1 – May 31 3

Career Services
Programs, Internships & Recruiting
The Center for Career Services is committed to providing the highest quality assistance
to all students in their efforts to translate their Colgate liberal arts education into diverse
postgraduate opportunities.
Programs and Services
Cover letters and job search correspondence
Resume guide
Mock interviews
Colgate Connection Career Advisor
Job search skills
Career management
Career exploration tools and resources
Graduate & professional school guides
Scholarships & fellowships
Senior and Internship Recruiting Programs
Information sessions, on-campus interviewing and resume collections are services provided
through our on-campus recruiting program. Students who are part of the recruiting program
have gained eligibility to participate through a formal process and have agreed to abide by
professional and ethical standards.
Internship & Job Postings
Consider posting internships or jobs with us. Your posting will be included in our naviGATE
database and available to all Colgate students. Please email ColgateRecruiting@colgate.edu for
more information.
Colgate Connection
The Colgate Connection, coordinated by the Center for Career Services, is a group
of approximately 3,000 alumni and parent volunteers who offer students and alumni
opportunities to explore career options and make professional contacts. In addition to those
who have specifically volunteered to help, Colgate alumni, in general, are usually receptive to
being contacted for career-related information.
What are other ways volunteers can provide career-related support to Colgate students and
graduates
Sign up to be a career advisor for students or recent alumni.
Encourage your organization to participate in Colgate’s recruiting programs.
Notify us of full-time, internship, winter break, and summer job opportunities for both students
and alumni.
Volunteer to organize a career-related program through the alumni club in your area.
Contact information
Center for Career Services, Colgate University, 13 Oak Drive, Hamilton, NY 13346
Phone: 315.228.7380, Fax: 315.228.7178
4 Colgate University’s fiscal year June 1 – May 31

Alumni Corporation
The Alumni Corporation is comprised of all Colgate graduates as well as all former students
who have satisfactorily completed at least one semester at Colgate and whose classes have
graduated. There are currently more than 30,000 living members.
Alumni Council
The Alumni Council is the governing body of the entire alumni population at Colgate. The
council is comprised of 55 elected and appointed members (including 6 who also serve on
the Board of Trustees) representing alumni with a diverse set of backgrounds, experiences and
viewpoints. The council does not make policy but serves as a liaison between alumni and the
university; it develops active and enduring alumni involvement in the university by considering
all programs and services put forth on behalf of alumni and by serving as the alumni voice in
communicating with the university.
Council members serve four-year terms, sitting on committees concerned with all areas of the
college. The standing committees include Admission, Advancement, Athletics, Awards, Career
Services, District Clubs, Nominations, Communications, and University Relations.
District Clubs Committee
The District Clubs Committee includes many current and former club presidents and is
charged with providing information, guidance, support, coordination and encouragement to
alumni clubs and volunteers. The committee meets three times a year to discuss issues that
pertain to clubs. The committee also selects the annual club award winners.
Regional Vice Presidents
Regional Vice Presidents (RVPs) are members of the Alumni Council who serve on the District
Clubs Committee and represent different regions of the country. RVPs act as liaisons between
club presidents and the Office of Alumni Affairs and offer another means of sharing ideas.
13 men
13 dollars
13 prayers
13 articles
started what
is now Colgate
University
Colgate University’s fiscal year June 1 – May 31 5

Residential Education
First Year, Sophomore & Broad Street Community Experiences
First Year Experience
The first-year experience supports students’ transition to higher education and independent
living within a community. Students live in designated residence halls and they engage in
first-year seminars and life skills workshops on topics such as time management, networking,
business etiquette and decision making.
The First-Year Experience includes:
• First-Year Seminars – FSEMs introduce students to a variety of liberal arts topics and ways
of learning.
• Life Skills Program Tracks – Topics include: diversity and social justice, living a meaningful
life, career exploration and Gate 101 (for students interested in accelerating their college
leadership track).
• Think Tank Lunch Conversations – Every Monday, students are invited to meet with
classmates and one faculty member for open conversation.
• Life Skills Workshops – Coordinated by the Center for Career Services, these sessions help
students develop important life skills such as business etiquette, time management, critical
thinking and conflict resolution.
• Residential life programs such as Leadership Options for Tomorrow (LOFT) and
Community Action Outreach Opportunity (CAndOO).
Sophomore Year Experience
Numerous opportunities encourage students to explore and engage in the habits and skills
necessary for active citizenry and democracy, including public speaking, active listening,
teamwork and conflict resolution. Students also solidify their decisions about choice of
concentration (major), off-campus study and potential career paths.
The Sophomore Year Experience includes:
• Learn more about choosing a major
• Network with alumni
• Get involved with the Sophomore Class Council
• Explore the “Arts of Democracy”
• Participate in the Resume Challenge
• Journey to the U.S. Memorial Holocaust Museum
• Research and think about a study abroad program
• Engage in community and service learning experiences
• Take part in a wide array of financial education initiatives
• Gain insight on how to successfully manage your time
6 Colgate University’s fiscal year June 1 – May 31

Broad Street Community (Junior and Senior Years)
Juniors and seniors put their citizenship and community building skills into practice while
living in the Broad Street Community, where fun and self-governance are as important as
service to others.
Groups of students select those with whom they will live – in free-standing theme houses,
Greek organizations or in small communities within the new townhouse complex.
All of the houses provide students with a distinct living experience and the opportunity to
explore their values, belief systems and individual views of the world. Most houses participate
in a cooperative living environment where students cook, clean and dine together in a familial
house setting.
West Hall is the
oldest building
on campus, built
in 1827
Colgate University’s fiscal year June 1 – May 31 7

Understanding Colgate’s Finances
Tuition, Room & Board, Annual Fund Gifts
Operating Budget (FY 08-09)
$147.3 million total cost of operations
$5.8 million of debt services
$32.9 million $5.8 million
Endowment
$729.2 million as of 5/31/08 (unaudited)
complex spending formula that generates
roughly 5.0% per year
Capital Project Expenditures
approximately $34.9 million spent annually
over last five years (2004-08)
approximately $7.0 million annually to be
spent over next five years (2009-13)
Gifts, + or - Investment return
Gifts, Tax-Exempt Debt Proceeds
2008-09 Operating Revenue
Gifts & Grants
7%
Other Income
7%
Student Charges
63%
Endowment Support
23%
* Other income generated from bookstore profits, tickets sales, etc.
8 Colgate University’s fiscal year June 1 – May 31

Endowment Information
2007 Endowment Comparison of Top 25 Liberal Arts Colleges
Institution
Endowment
Per Student
Total
Endowment
Pomona $1.15M $1.76 Billion 1,531
Grinnell $1.09M $1.71 Billion 1,570
Amherst $1.00M $1.66 Billion 1,656
Swarthmore $974K $1.44 Billion 1,479
Williams $933K $1.89 Billion 2,027
Wellesley $740K $1.65 Billion 2,237
Bowdoin $478K $827 Million 1,729
Haverford $474K $539 Million 1,138
Smith $439K $1.36 Billion 3,098
Bryn Mawr $423K $663 Million 1,568
Claremont McKenna $411K $474 Million 1,152
Middlebury $392K $936 Million 2,384
Hamilton $390K $701 Million 1,799
Vassar $362K $869 Million 2,396
Harvey Mudd $357K $260 Million 729
Carleton $338K $663 Million 1,958
Washington & Lee $322K $692 Million 2,146
Colby $321K $598 Million 1,865
Davidson $293K $489 Million 1,667
Oberlin $289K $816 Million 2,819
Colgate $255K $709 Million 2,770
Wesleyan $234K $710 Million 3,030
Bates $158K $275 Million 1,744
# of Students
Alumni
contributions
provide 1/3
of the cost of
supporting the
education of
2800 students
Source: US News & World Report Fall 2007
Colgate University’s fiscal year June 1 – May 31 9

Reasons For Support
Academic Programs, Financial Aid, Study Groups & Athletics
Colgate University remains 63% tuition dependent. Outside support is needed in order to
ensure the quality of a Colgate education. Gifts directly affect the students’ education by
helping to support the operating budget which in turn funds the following:
Academic Programs
Support new initiatives, student/faculty research projects, and workshops.
• Lecturers: Bring in global leaders, artists in residence, musicians, etc. Global Leaders
Lecture Series has been established by the Parents’ Fund.
• Faculty/Student Research: More than 100 students a year work with faculty on research
projects in a variety of fields.
• Expand Areas of Study: Three new concentrations have recently been added to the
curriculum, Middle Eastern Studies and Islamic Civilization (minor), Theater (major) and
Film and Media Studies (minor).
• Faculty & Staff: Continue to recruit and retain innovative and diverse community.
Financial Aid:
• Enable students with demonstrated need the opportunity to attend Colgate.
• Students: Colgate provides financial aid to approximately 39% of the student body.
• Scholarship: The average Colgate grant is $26,519.
• Sometimes the needs of accepted students exceed the resources of the financial aid pool and
Annual Fund dollars are needed to supplement the normal financial aid budget.
Study Groups
• Continue to offer and expand Colgate’s 23 premier off-campus study groups.
• Nearly 70% of Colgate students study off-campus.
• Cultural and Language Studies in China, Dijon, Dominican Republic, Freiberg, Japan,
Madrid, Moscow, and the West Indies, International Studies in Geneva, Study of the
Arts in India and Venice, Study of the Arts, Economics, English or History in London,
Manchester, Environmental Studies in Australia, Pre-Med Studies at the National Institutes
of Health, Native American Studies in Santa Fe, Peace Studies in Northern Europe, Asian
American Studies in San Francisco, Philosophy and Religion in Scotland, Science and
Mathematics in Wales and Political Science in D.C. .
Athletics
• Provide support for training, travel, recruiting costs and facility upgrades to build
stronger programs.
• Colgate has 25 NCAA Division I teams, over 30 Club Teams, a large intramural
program and an Outdoor Education Program.
10 Colgate University’s fiscal year June 1 – May 31

The Campaign For Colgate
Leadership, Specifics & Priorities
Campaign Leadership
Jim Elrod ’76, P’04, ’05, ’12 Dick Herbst ’69, P’99, ’03
National Campaign Chair National Campaign Vice Chair
Peg Flanagan ’80 Robert Kindler ’76, P’04, ’08, ’12
National Campaign Vice Chair National Campaign Vice Chair
Campaign Specifics
• $400 million campaign for the university — the largest ever in the institution’s history.
• $280 million raised as of 6/1/2008
Campaign Priorities
1. Liberal Arts & Academic Excellence ($119 million)
Enhance our distinct combination of liberal arts teaching and university research.
- Case Library & Geyer Center for Information Technology
- Robert H.N Ho ’56 Science Center
- 12 Endowed Faculty Chairs
- Institutes of Advanced Study (Upstate Institute, Harvey Picker Institute for Advanced
Study in the Sciences and Mathematics, Institute for the Creative and Performing Arts)
- Enhancing the Liberal Arts (Off-campus and extended study programs, faculty student
research fellowships, Diversity Initiative, Center for Learning, Teaching, and Research,
Curriculum Initiative Fund, Academic centers of engagement, Robert Blackmore ’41
Media Center)
2. Financial Aid & Access ($87.5 million)
Continue to make Colgate accessible. Only with adequate resources for financial aid
can the university ensure that it will be able to enroll the most highly qualified students,
regardless of their family’s wealth. Competition for the best students is intense and
financial aid packaging is critical in attracting these students.
3. Student Life ($30 million)
Fully implement Colgate’s nationally-recognized vision of residential education and
campus life.
- Residential Facilities, First-Year Experience, Sophomore-Year Experience.
- Leadership Development (Civil and Ethical Leadership Programs, Debate Programs,
Wellness Initiative, Leadership Institute, Outdoor Education, Athletic Field, Information
Technology)
4. General Endowment & Annual Fund ($163.5 million)
Grow Colgate’s endowment and strengthen our resources.
The Campaign for Colgate
Campaign Website
www.colgatealumni.org/passionfortheclimb
Colgate University’s fiscal year June 1 – May 31 11

Ways To Make A Gift
Credit Card
You can make a credit card gift online or by phone (see below). You will need the type of credit
card, the card number, the expiration date and the name as it appears on the card.
In order to charge a credit card, the gift amount must be at least $5.
Installment gifts can be made via credit card. Each installment amount will be charged to the
card on the 13th of each month until desired gift amount is reached.
Check
Checks should be made out to Colgate University with the gift designation in the memo line
of the check. All gifts should be sent to the following address:
Gift Records
Colgate University
13 Oak Drive
Hamilton, NY 13346
Online & Phone
Login at www.colgatealumni.org/makeagift | Call Colgate directly at 1-800-668-44CU
Matching Gift
Many corporations offer matching gifts for contributions that employees or their spouses make
to institutions such as Colgate. This helps dramatically, at no cost to the individual donor, so
don’t forget to ask if your company matches!
Matching gift forms can be obtained from your company’s human resources or personnel
department.
Colgate does not count matching gifts as part of the personal giving record when determining
the gift recognition society for a donor. Recognition is based solely upon the individual’s (and
spouse’s, in the case of a Colgate Couple) generosity.
Planned Giving
Members of the advancement staff can provide additional information and assist you with
planned gift arrangements such as bequests, gift annuities or trusts. All discussions will be held
in strictest confidence.
12 Colgate University’s fiscal year June 1 – May 31

Web Links
Volunteer Log In Page
• Alumni Affairs
www.colgatealumni.org/profile
• Annual Fund
www.colgatealumni.org/classgifts
• Parents’ Fund
www.colgatealumni.org/parentcommittee
• Presidents’ Club
www.colgatealumni.org/presclubvolunteers
Colgate Links
Admission
www.colgate.edu/admission
Academic Calendar
www.colgate.edu/calendar
Alumni
www.colgatealumni.org
Alumni Council
www.colgatealumni.org/alumnicouncil
Alumni Events
www.colgatealumni.org/upcomingevents
Annual Fund
www.colgatealumni.org/annualfund
Athletics
www.athletics.colgate.edu
or www.gocolgateraiders.com
Bookstore
www.colgatebookstore.com/
Colgate Day
www.colgatealumni.org/colgateday
Careers Services
www.colgate.edu/careerservices
Center for Leadership & Student
Involvement
www.colgate.edu/clsi
Family Weekend
www.colgatealumni.org/familyweekend
Faculty
www.colgate.edu/faculty
Financial aid
www.colgate.edu/financialaid
Libraries
http://exlibris.colgate.edu/
Make a Gift
www.colgatealumni.org/makeagift
Matching Gifts
www.colgatealumni.org/mathing gifts
Parents’ Fund
www.colgatealumni.org/parentsfund
Presidents’ Club
www.colgatealumni.org/presidentsclub
Residence Life
www.colgate.edu/reslife
Reunion Information
www.colgatealumni.org/reunion
Student Activities
www.colgate.edu/clsi
The Scene
www4.colgate.edu/scene
Traveling to Colgate
www.colgate.edu/directions
Local Hamilton Information
www.hamiltonny.com
Homes for rent during special events
www.hamiltonnyhomes.com
In 1826,
123 acres
were
purchased for
$2,000
which would
become
Colgate’s
campus
Colgate University’s fiscal year June 1 – May 31 13

Colgate Day
A world-wide celebration – every Friday the 13th
Every Friday the 13th, we ask every member of the Colgate community to embrace Colgate’s
association with the number 13 and announce their affiliation by wearing school regalia
and/or maroon. This new custom officially debuted in 2005 and honors the tradition of the
university’s founding by 13 men, with 13 dollars, 13 prayers and 13 articles.
We encourage you to celebrate the day locally with gatherings or events. The next official
Colgate Days are as follows:
February 2009
March 2009
November 2009
August 2010
May 2011
January 2012
April 2012
July 2012
14 Colgate University’s fiscal year June 1 – May 31

Office of Alumni Affairs
Welcome to the Colgate University Alumni Club Network!
There are more than 50 clubs located around the country and abroad that offer alumni, parents, and friends
a variety of ways to connect with each other. By volunteering their time and energy to the club network, the
volunteers play a vital role in promoting life-long learning and connection with Colgate. The Office of Alumni
Affairs is fortunate for the volunteers who lead regional clubs, plan reunions, raise funds, offer career counseling,
promote Colgate to prospective students, and provide leadership and advice for the University.
The following guide is intended to help volunteers plan successful events and develop a strong and active alumni
club. We hope that volunteers add to this knowledge and pass it on to those who will follow in their footsteps.
The Office of Alumni Affairs is committed to working with club leaders to help the clubs remain a vital link
with Colgate and the Hamilton community. Enjoy the role of an ambassador for the University as well as the
opportunity to connect with fellow alumni.
Alumni Affairs Staff
RuthAnn Loveless MA ’72
Lorie Riedl
Vice President of Alumni Affairs
Associate Director of Alumni Affairs
315-228-7433 315-228-6789
rloveless@colgate.edu
lriedl@colgate.edu
Amanda Kalal
Amber Vogt
Associate Director of Alumni Affairs
Assistant Director of Alumni Affairs
315-228-7873 315-228-6794
akalal@colgate.edu
avogt@colgate.edu
Vicky Stone
Amy Montroy
Senior Administrative Assistant
Administrative Assistant
315-228-7433 315-228-7439
vstone@colgate.edu
amontroy@colgate.edu
Table of Contents for Alumni Affairs section
Alumni Affairs Volunteer Job Description............... 16
Alumni Club Mission Statement............................. 17
Starting a New Club............................................... 17
Alumni Club Officers............................................... 18
Meetings and Attendance....................................... 19
Volunteer Management.......................................... 19
Avoiding Burn-Out.................................................. 20
Leadership Succession.......................................... 20
The Alumni Website............................................... 21
Finances................................................................. 22
Annual Planning Process....................................... 23
Club Awards.........................................................23
Event Planning.....................................................24
Event Photos........................................................25
Sample Event Calendars.....................................26
Send-Off Parties...................................................27
Social Events.......................................................29
Family Events.......................................................29
Educational/Cultural Events.................................30
Community Service Events..................................31
Sporting Events....................................................31
Colgate University’s fiscal year June 1 – May 31 15

Alumni Affairs Volunteer Job Description
Title:
University Support:
Alumni Club President
Amanda Kalal: (315-228-7873, akalal@colgate.edu)
Club Regions: New England, Upstate New York, Midwest, Far west
Amber Parker Vogt: (315-228-6974, avogt@colgate.edu)
Club Regions: Metro I, Metro II, Mid-Atlantic, Southeast,
Southwest, International
Time Commitment:
(events per fiscal year)
Purpose:
Gateway Clubs – 4 events
Small Clubs – 5 events
Medium Clubs – 6 events
Large Clubs – 8 events
Metropolitan – 12 events
• The purpose of Regional Alumni Clubs is to provide the opportunity for Colgate alumni to stay
connected. Club activities provide educational, cultural, professional and social opportunities
focused on fostering fellowship in the spirit that is Colgate. Regional Clubs are instrumental in
maintaining a relationship between alumni, parents and friends and the University.
Duties:
• Responsible for being a leader (or contributor) for the club
• Help to organize, plan, coordinate and serve as a liaison between the club and the University
• Maintain an open line of communication with Alumni Affairs Office
• Have a succession plan in place and make efforts to groom successor(s)
• Remain involved with club activities on a consistent basis
• Recruit and manage volunteers to help plan events
Skills/Requirements:
• A love for Colgate and the ability to serve as an Ambassador for the University
• Committed to achieving ambitious club goals every year
• Willing to ask staff and volunteers for help
• Understand and believe in the importance of participation
Summary of University Responsibilities:
• Mailings: The Alumni Office will coordinate, print and mail all of the club mailings and
emails. All invitations are printed on standard club stationary.
• Guests Speakers: Please let the Alumni Office know if the club would like a particular faculty
or staff member, a capella group, or prominent graduate to speak at a club event. The Alumni
Office will provide the club president with a list of possible faculty/staff speakers, assist with
reaching out to the presenter and coordinate event details with the club president.
• Promotion: In addition to mailing invitations and sending emails, the Alumni Office also lists
club events on the alumni homepage at www.colgatealumni.org and club pages.
• Event Enhancements: To aid in bringing a bit of Colgate to club events, the Alumni Office can
provide printed or blank nametags, Colgate cocktail napkins, banners, and Colgate favors.
• Club Bank Accounts: The Alumni Office will provide each club with its own Colgate bank
account that can be used to supplement the costs of events, deposit dues, and maintain a
positive balance each fiscal year. The accounts accrue interest each fiscal year on any balance
that carries over.
16 Colgate University’s fiscal year June 1 – May 31

Alumni Club Mission Statement
Why alumni clubs are vital to Colgate’s future
Alumni Clubs Exist To:
Develop programs which give alumni, parents, students, and friends the opportunity to share
information, ideas, and memories of Colgate.
• The most effective club will hold regular events which will allow for social, professional, and
intellectual interaction focused on fostering fellowship in the spirit that is Colgate.
Encourage alumni to become involved in life-long learning
• Intellectually engaging events support and promote the ideals of a Colgate education and
reinvigorate the student in all of us.
Serve as a general resource to alumni and undergraduates through camaraderie and networking
• Colgate is fortunate to have a loyal and active alumni base comprised of thousands of people
with unique talents, interests, and areas of expertise. The members of the club can serve as a
great resource for each other, especially to those alumni who are new to the area.
Promote involvement in the local community
• Clubs should strive to give something back to their communities in the name of Colgate.
These events are fun for all ages, provide an opportunity for alumni to network while
helping out their community, and help expose Colgate’s name to a wider audience, including
prospective students.
Provide volunteer opportunities and serve as an extension of the university
• Clubs give hundreds of alumni a chance to pursue leadership opportunities that generate
and maintain interest in the university and increase the reach of the university. Examples
include: serving as an Alumni Admission Volunteer and identifying alumni who can offer
career-assistance to both alumni and undergraduates.
Blue and
magenta
were Colgate’s
original colors
Starting a New Club
Tips for creating or reorganizing a club
Any alumnus/a interested in establishing, reorganizing, or simply evaluating if a club would
work in his/her area should contact the Office of Alumni Affairs. Volunteers are provided a list
of alumni in the area and some suggestions for a first event.
A new club or one that is reorganizing should plan 2-3 events during the first year (you
can find a list of suggested events later in this manual). Plan programs that address current
alumni interests (such as an update on campus building projects), attract varied audiences and
different age groups, are held at various times and locations, and include current students and
parents (especially during the summer and school holidays).
Colgate University’s fiscal year June 1 – May 31 17

The alumni office can provide event suggestions and arrange for faculty/staff visits; design,
print, and mail invitations announcing events and club-related information; send e-mail
reminders and provide a club webpage; maintain a club savings account; and provide ongoing
training for new club volunteers.
We encourage you to invite parents, who enjoy being included in club activities and learning
more about the university where their son or daughter is spending some of the most significant
years of their lives.
Alumni Club Officers
Job descriptions and board structure
Every club is different, but a board structure is the most efficient way to organize the club
allowing a variety of individuals to share the responsibilities. The board does not need to plan
every event; it should provide overall direction by setting a calendar of events, and the details
for each event should be coordinated by one or two people. Select officers that represent
varied ages, experiences, and interests. Make sure the officers have clear job descriptions and
understand their roles. The following represents one example of a successful officer structure:
President
The president guides the club’s calendar of activities and serves as the liaison with the Office
of Alumni Affairs. The president’s primary focus should be on increasing event attendance,
motivating and recognizing volunteers, and providing for board succession and a seamless
transition between officers. The president presides at meetings, submits the annual report, and
delegates duties to board members as appropriate.
Vice President
The vice president presides in the absence of the president, recruits new volunteers, oversees
calling and e-mail trees, and assists with event planning and staffing.
Secretary
The secretary maintains all club records and attendance lists. The secretary also keeps minutes
of all meetings and sends copies to the Office of Alumni Affairs for centralized record-keeping.
Treasurer
The treasurer oversees club finances in cooperation with the Office of Alumni Affairs, and
collects club dues.
Board Member
A board member oversees the planning and implementation of one or more events during the
year. Suggested committee responsibilities for board members include: athletics, community
outreach and service, cultural/educational programs, volunteer recruitment and recognition,
the club scholarship fund, phone and e-mail committees, and social activities.
18 Colgate University’s fiscal year June 1 – May 31

Meetings and Attendance
How to run effective board meetings and increase event attendance
Effective Board Meetings
Try to schedule meetings at a regular time; consistency helps reduce confusion. Send the
meeting agenda in advance of the meeting and bring extra copies to pass out. Board members
will then know what to expect and will have already had a chance to start brainstorming.
Start and end the meeting on time. Welcome new members and visitors and do introductions
if necessary. Pass along campus updates and involve members of the Alumni Council,
including Regional Vice Presidents, in the meetings and events. Follow the agenda: past and
upcoming events; required action steps and timelines; and the date, time, and location of the
next meeting. New business should be discussed at the end of the meeting, rather than disrupt
the entire agenda. Take minutes and distribute them to all officers.
Increasing Event Attendance
It should be no surprise that busy Colgate students have become busy Colgate alumni.
Consequently, they will need significant lead time to add an event to their calendars. Consider
sending “save the date” postcards and e-mails. Please send details to the Alumni Office for
printed invitations 8 weeks in advance. It is also a good idea to establish local calling trees to
extend a personal invitation.
Volunteer Management
Recruiting, recognizing, and motivating volunteers
2/3 of
Colgate
Students
study abroad
The leader’s responsibility is to create a group that will allow members to develop the energy
and commitment to be highly motivated in their work. A successful club values volunteer
support, openness, trust and confidence, and consensus decision making.
Volunteers need to know what is expected of them, that their contributions are vital to
the success of the club, and that they are expected to follow-through on their assignments.
Volunteers must feel that their voices are heard and progress is being made.
Break jobs into concrete pieces. Individuals are more likely to volunteer for a job if it is a
specific task with a set amount of time allotted to complete it. Each volunteer brings varied
talents and interests to the club; recognize and utilize these talents. Create terms to encourage
succession, prevent burn-out, and give a sense of ownership and commitment to a great
number of individuals.
Personalize recognition; don’t recognize people in a generic way that loses meaning. Know
individuals’ likes and dislikes and tailor the recognition to that person and what he or she did.
Celebrations bind people together and build community.
Colgate University’s fiscal year June 1 – May 31 19

Avoiding Burn-Out
Maintaining balance and delegation
Maintaining Balance
Planning events can take time, and it can become overwhelming when leaders work full-time,
have a family, and are involved with other organizations. It is easy to become over-extended
and burnt-out.
If a volunteer’s involvement in the club has become more stressful than fulfilling and is always
focused on the next thing instead of current projects, they should spend some time prioritizing
the demands in their life. A club won’t be able to follow through on every good idea. Think
of the time, money, and human resources it will take to accomplish each project. Plan
ahead! Setting goals in advance gives the club direction and avoids chaos. This can motivate
volunteers by communicating what the club is striving for and help recruit new members.
Delegation
Delegate tasks to other members of the club. Other volunteers may appreciate the chance to
take on additional responsibility.
When to delegate: when there is a lot to do, when someone else has particular qualifications
which would suit the project, when someone expressed interest in the task, when someone
would benefit from the responsibility
How to delegate: ask for volunteers. Explain the task and see who is interested. Interest and
belief are great motivators for success. Suggest someone who would be a good match for a
particular task.
Explain why a person was selected for a task. Set goals and a timeline mutually. Clearly define
expectations. Give accurate and honest feedback. Do not look over someone’s shoulder or
take back parts of their assignment before they have had a chance to do it. Managing an
alumni club is a big job, but if leaders optimize the use of resources, it can be a rewarding
experience for everyone!
Leadership Succession
A guide to organizational transition
It can be very difficult for clubs to maintain significant levels of institutional memory when
leadership positions change. When a volunteer who is exceptionally passionate about the club
moves on and doesn’t leave a successor who has the time, energy, or organizational skills to
maintain the club, it can be detrimental to the productivity of the club. This section will give
you some useful tips on how to pass on information successfully to facilitate a transition before
you leave.
20 Colgate University’s fiscal year June 1 – May 31

Club leaders should create a working binder that can be passed on to a successor. Creating
a binder early will give new leaders a head start on learning club history, event planning, and
tools of the trade. If worked on throughout the year, it won’t be difficult to pull everything
together in the final weeks before stepping down. The following information should be shared
with your successor face-to-face if possible:
• Contact list of other officers
• Contact list for the alumni office and other campus officials
• Contact list of venues and outside organizations
• Calendar of upcoming events
• Meeting agendas and minutes
• Copies of past annual reports
• Financial records
• Historical records, position descriptions, and goals
The transition process should be started early so the club always has a plan should a leader
decide to leave. Identify emerging volunteers at events and encourage them to attend
future board meetings. Give emerging volunteers a sense of ownership and investment by
encouraging them to take on responsibility and implement their own ideas. Encourage these
potential leaders through personal outreach; delegate responsibility to them, share benefits of
leadership, clarify job descriptions, and model leadership style. Introduce potential leaders to
staff members who have been helpful and whom they should get to know.
The Alumni Website
www.colgatealumni.org
Visit the Colgate alumni online community at www.colgatealumni.org. Look up friends and
classmates in the alumni directory, create a profile, post a resume, and read the latest campus
news. Popular sections include reunion, alumni travel programs and gifts, parent resources,
current capital projects, and fundraising initiatives.
Colgate is the
66 th oldest
college in
the US
Club Pages
Every club has its own website that includes space for news, useful links, a list of club officers,
a calendar of upcoming events, photo albums, and message boards. Pages can be edited by
Alumni Affairs staff. Please contact us if you would like more information or would like to
change your club page. It is helpful for each club president to send a welcome message and
photo characterizing the club area to be added to the club page as well.
Colgate University’s fiscal year June 1 – May 31 21

Finances
Income, payment and reimbursements, tax-exempt status
Each club should be financially self-sufficient. Events should be planned on a break-even
basis or subsidized by an existing treasury. THE ALUMNI OFFICE CANNOT SUBSIDIZE
EVENTS. When planning an event, keep the following costs in mind: room fee, tickets,
audio/visual equipment, set-up and clean-up charges, refreshments (food, bartenders, liquor
license). Also, ask if a deposit is required. A member of the Office of Alumni Affairs can put
the deposit on his/her corporate credit card, and then the club will reimburse the office after
the event is over and fees have been collected from the attendees.
Contact the Office of Alumni Affairs to set up an account on campus or check a current
balance. If you are interested in starting a club scholarship fund, please contact the
Stewardship Office at 315-228-6009.
Income
The club is responsible for establishing and maintaining a treasury which is available to support
club functions. This may be accomplished by adding a small per-person charge over cost or
through the collection of voluntary dues (often $13 per alumnus/a, although some clubs have
reduced rates for young alums, retirees and Colgate couples).
ALL CLUB ACCOUNTS MUST BE HELD ON CAMPUS. This reduces the confusion
that results from volunteer turnover. It also allows clubs to take advantage of Colgate as a
non-profit organization. All checks should be made out to the club, not to an individual. Any
cash or checks collected for an event or dues should be sent to the Office of Alumni Affairs for
deposit in your club account.
Alumni may ask why they should pay dues to the club when they already make a gift to the
university. Colgate appreciates the generosity of its alumni and invests these contributions
in the university, including financial aid, faculty and curriculum development, information
technology, libraries, study groups, student research, and facilities. Voluntary dues to the
alumni club help defray the cost of local events, which give alumni an opportunity to stay in
contact with each other and spread Colgate’s message.
Payment and Reimbursements
There are a few options available to help pay for an event:
• Dutch-treat – Each person pays their own way for food, beverages, tickets, etc.
• Pay for the event personally, save the receipts, and mail them to the Alumni Office for
reimbursement. The money will be taken from the club account held at Colgate. NO
RECEIPT, NO CASH.
Tax-Exempt Status
The following states are tax-exempt: Florida, Massachusetts (food only), Michigan, New Jersey,
New York, and Pennsylvania (food only). Please contact the Office of Alumni Affairs every
time a tax exempt form is needed. Please allow at least one week to process the request.
22 Colgate University’s fiscal year June 1 – May 31

Annual Planning Process
Looking ahead and preserving club history
Each spring, club presidents fill out an annual club report that list club officers, documents
past successes and challenges, and outlines potential events for the coming year. This
document is the first step in the annual planning process in which volunteers meet with the
staff contact in the Office of Alumni Affairs to discuss a calendar of events for the coming year,
brainstorm ideas for recruiting new volunteers, and consider a succession plan if necessary.
Since many club records are kept at the local level and there is a great deal of volunteer
turnover, this document provides the Office of Alumni Affairs with a consistent history of the
clubs over time. In addition, the District Clubs Committee of the Alumni Council will meet
in April and will use these reports to recognize clubs and volunteers for their achievements over
the past year.
Club Awards
Recognizing clubs and volunteers
Each April, the District Clubs Committee of the Alumni Council recognizes clubs and
volunteers for their achievements with the local alumni clubs based on the submitted annual
report. While the committee cannot award everyone, it is hoped that these awards will
generate excitement, energy, and support for all clubs.
The Carlton O. Miller ’14 Memorial Cup for Outstanding District Club Achievement
This award is named in honor of Carlton O. Miller ’14, who served as the executive secretary
to the Alumni Council from 1942 – 1960. This award was created in 1966 and first presented
by the Class of 1950 to the Colgate Club of Central New York (Syracuse) in memory of
Carlton O. Miller. The award honors the club that has been the “most effective” during the
year.
The first
Adam and Eve
swans were
given to
Colgate in 1929
The Harold S. Merrell ’42 Memorial Award for Most Improved District Club Achievement
This award was created in 1980 in memory of Harold S. Merrell ’42, who served as the
executive secretary to the Alumni Council from 1967 – 1974. This award honors the club that
has demonstrated the “greatest improvement” during the year.
The District Clubs Committee may select up to five awards, one each in the ’Gateway
(1-150 alumni), Small (151-300 alumni), Medium (301-600 alumni), Large (601-1000
alumni), and Metropolitan (1001+ alumni) categories for both the awards listed above. It
should be noted that an award will only be presented if there is a worthy recipient.
Special Recognition Awards
These awards were created in 1986 to honor outstanding individual club programs or projects.
There is no limit on the number of special recognition awards that can be presented each year.
Awards have been presented for the following: Leadership in Community Service, Sustained
Excellence, Innovative Programming, Revitalization Efforts, Scholarship Achievement,
Admissions, and other areas.
Colgate University’s fiscal year June 1 – May 31 23

District Clubs Award for Distinguished Individuals
This award was established April 29, 2000 to recognize the achievements of individual club
volunteers who display outstanding efforts, initiative, innovation and commitment to district
club activities. It should be noted that an award will only be presented if there is a worthy
recipient. Typically, one award is presented each year.
To view past winners, go to www.colgatealumni.org
Event Planning
Everything to plan a successful club event
Want to plan a club event but don’t know where to start Don’t panic. Break the event into
smaller pieces and work on each task. Be sure to ask for help from other volunteers and the
Office of Alumni Affairs. For starters, here are a few questions that should be answered.
Who is the intended audience
Alumni and parents, only alumni, or only certain class years (for example, last 10 years)
Does the type of event or the venue limit the size of the audience Also consider parking,
accessibility, and any limitations (dress code for example) when selecting a venue.
When do you want to hold this event
Be sure to have enough time to make all of the necessary arrangements and give alumni plenty
of notice. Keep several dates in mind in case the venue is previously booked. Also check to
make sure that it does not conflict with another Colgate event, religious or federal holiday, or
school vacation. Many program planners find it helpful to plan backwards, starting at the day
of the event, filling in details, until arriving at today’s date.
For example:
10 weeks before event: determine format (theme, activities, etc.), invite any guest
speakers, select venue
8 weeks before event: confirm date with speaker and venue, submit details to Office of
Alumni Affairs to draft invitation
6 weeks before event: mail invitations, recruit volunteers to assist on the day of the event
3 weeks before event: phone and e-mail tree to extend personal invitation
2 weeks before event: confirm speaker’s transportation needs, purchase thank you gift,
confirm A/V and catering needs with venue
How will you pay for it
Is there money in the club account Will alumni pay their own way Consider what costs a
ticket fee will cover (food and beverage, gratuity, room fee, tickets, equipment rental, etc.) and
what is reasonable to expect people to pay.
24 Colgate University’s fiscal year June 1 – May 31

How will you promote it
Printed invitation, e-mail only, or a combination When planning an event, always keep in
mind that the Office of Alumni Affairs will need details at least 6-8 weeks prior to the event
to prepare and mail invitations. A flyer needs to be designed and approved by the office and
the volunteer before being sent to Printing and Mail Services. The Office of Alumni Affairs
can also send an e-mail reminder about the event but must have at least 48 hours notice.
In addition, because some alumni may receive other e-mails from Colgate (for example,
fundraising, admissions, career services, news updates), clubs are asked to only send one e-mail
per month. Please plan accordingly and combine announcements when possible. Also, make
phone calls to alumni to encourage attendance. The personal touch really helps!
After the Event
Don’t forget that responsibilities don’t end the day of the event. Send thank you notes to
speakers and anyone who made the event possible, and evaluate the event to review past
success and determine ways it can be improved in the future. Make sure to make a record
of individuals who may work on this event the next time. Please share these notes with the
alumni office. Next, send an attendance list to the Office of Alumni Affairs for centralized
record-keeping immediately following the event. This is mandatory! Then, congratulate the
club on a job well done!
Event Photos
Capturing the spirit of events
The Colgate Scene occasionally accepts submissions of photos of alumni and friends
participating in various activities — whether a regional club event, volunteer project, alumni
travel program trip, or other alumni-related event. Unfortunately, because of space limitations,
not every photo received is able to be published.
The first
Maroon
Citations were
awarded
in 1955
In order to achieve a quality reproduction of any photo, certain standards of content and
technique need to be met. Some photos that cannot be printed can be posted on the web, on
club or class websites; the Scene staff coordinates with the alumni office in those cases.
Photography Tips
• Candid shots and activities like service projects, cultural or baseball outings, etc., are more
interesting than posed group shots or banquets and receptions.
• Less is more. Faces will be much more recognizable in a shot of a few people than a large
group.
• Get close: Fill the frame with the subject.
• Take more than one picture of the subject so the best one will be submitted.
• Photos taken in a scenic setting often work well. Look for a background that is recognizable
or otherwise helps convey a sense of “place.” Take advantage of natural lighting to avoid
harsh flash and red eyes.
Colgate University’s fiscal year June 1 – May 31 25

• Consider the lighting of the surroundings. Are people’s faces in shadow Is the area behind
the subjects brighter than they are This can happen indoors, for example, when the
people being photographed have a window behind them, or outdoors when the people
are standing in the shadows on a sunny day, or the bright sun is washing out faces and
background.
• It’s great if someone is wearing a Colgate item, such as a hat, t-shirt, or sweatshirt, but don’t
overdo it.
Avoid the following kinds of photos, which rarely have enough visual interest to capture the
reader’s attention:
• “Grip-and-grins” (two people shaking hands and smiling)
• Posed group photos
• Check or plaque presentations
• People holding beer cans or wine glasses (unless it’s integral to the event, such as a wine
tasting)
• People eating (these tend not to be very flattering).
Submission Instructions
Digital photos: send .jpg files (must be at least 300 d.p.i. when sized to 5”x7”) to sceneletters@
mail.colgate.edu. Send prints (no color printer printouts or photocopies) to:
Colgate Scene, 13 Oak Drive, Hamilton, NY 13346.
Please note: selection of photos for publication is at the discretion of the editors. They work
pretty far ahead, so a photo received today might not turn up in print for four to six months.
Please let the editors know if photos need to be returned.
Sample Event Calendars
Suggestions for Gateway, Small, Medium, Large, and Metropolitan clubs
There is no right or wrong number of events that a club should plan every year. Success is
measured by quality, not quantity. However, here are a few general guidelines to help a club
stay on track.
Gateway (up to 150 alumni)
4 events with a minimum of 10 people at the event
Sample events calendar: Send-off party (July/August), televised football (October/November),
luncheon (February/March), Table for 13 (April/May)
Small (151-300 alumni)
5 events with a minimum of 15 people at each event
Sample events calendar: Send-off party (July/August), televised football (October/November),
luncheon (January, invite students), Table for 13 (April), sporting event (June)
26 Colgate University’s fiscal year June 1 – May 31

Medium (301-600 alumni)
6 events with a minimum of 20 people at each event
Sample events calendar: Send-off party (July/August), televised football (October/November),
luncheon (January, invite students), faculty speaker (March), Table for 13 (May), sporting
event (June)
Large (601-1000 alumni)
8 events with a minimum of 25 people at each event
Sample events calendar: Send-off party (July), cultural/education event (August), televised
football (October/November), volunteer event (December), student event (January), faculty
speaker (March), Table for 13 (May), sporting event (June)
Metropolitan (over 1000 alumni)
12 events (1 per month) with a minimum of 30 people at each event
Sample events calendar: Send-off party (July), sporting event (August), cultural/educational
event (September), televised football (October), volunteer event (November), holiday party
(December), student event (January), Table for 13 (February), faculty speaker (March), social
event (April), volunteer event (May), sporting event (June)
These are just a sampling of possible events. Please be creative about organizing events and
try events unique to the area. Seek convenient settings and rotate event locations within your
club area. Offer a variety of events to attract different groups of alumni. Reach out to recent
alumni as well as others who have not attended an event in the past.
Take advantage of the club area utilizing unique events, locations or activities. Offer door
prizes, set up a phone tree, and ask the Office of Alumni Affairs to send reminder e-mails to
increase attendance. By offering a variety of activities, the club has a better chance of attracting
many different alumni. These attendees could be future officers and board members.
The first
Colgate Scene
was issued in
July of 1971
Again, success is not measured solely on the number of events; rather, seek quality, high attendance,
and a sense of connection between alumni and with Colgate. Please do not feel constricted by
these guidelines; many clubs will choose to do more events, and feel free to substitute one kind of
event for another. You know what kinds of events are popular with local alumni. This list is simply
designed to provide a consistent set of guidelines for clubs of similar size.
Send-Off Parties
Welcoming new students and their families to Colgate
Send-off parties are the signature event for many clubs. They provide an opportunity for
alumni to interact with current and incoming students and their families prior to the new
school year.
Colgate University’s fiscal year June 1 – May 31 27

Date
The event should take place during the last 2 weeks of July or the first week in August. This
is the earliest that the Office of Alumni Affairs can prepare invitations following Reunion, and
many students return to campus beginning the second week of August for athletics, volunteer
service, Wilderness Adventure, and pre-Orientation programs.
Location
Simple is better! Backyard picnics, park gatherings, and ice cream sundae parties are easy to
plan and can be accomplished with minimal budgets. It is recommended that the club try to
find a host who offers the use of their home.
Cost
Current and incoming students and their families are the guests of honor and are invited at
no charge. The Office of Alumni Affairs will reimburse the alumni club $10 per student and
family member. This applies to events not generously underwritten by an alumnus/a, parent,
or company. In order to receive this reimbursement, volunteers must submit receipts and an
attendance list. If the cost of the event is more than $10 per person, the club should plan to
make up the difference. The recommended cost for alumni and guests is $5-$13 per person.
Alumni and parents may choose to host the event in exchange for gift-in-kind credit.
Again, receipts and an attendance list are required in order to be eligible for this credit.
Refreshments
Arrange for a variety of snacks and non-alcoholic drinks. It is preferred that alcohol not be
served but it is ultimately the club’s discretion. Light refreshments and hors d’oeuvres are all
that is necessary.
Invitations
Details must be sent to the Office of Alumni Affairs no later than mid-May. At minimum,
invitations will be extended to incoming students and their families as well as members of the
Board of Trustees, the Alumni Corporation Board of Directors, the Society of Families Steering
Committee, alumni club officers, and the local Alumni Admission Chair. Current students and
their families are a great asset to have at the party. Each group can answer questions of their
respective peers. Please use discretion when deciding on which alumni to invite depending on
the size of the venue and the size of the club. Except for the largest clubs, it is customary to invite
all alumni, current students, and their families.
Program
Greet guests as they arrive and provide them with nametags and RSVP list. After social time,
introduce club officers and campus guests, introduce the new students and their families, and
thank the host.
Supplies
The Office of Alumni Affairs will provide the club with a list of new and current students,
nametags, Colgate napkins, car stickers for incoming students, and block Cs.
28 Colgate University’s fiscal year June 1 – May 31

Social Events
Suggested events and planning tips
Suggested Events
Happy hours/pub nights • Comedy club • Alumni band concert • Table for 13 • Colgate
Thirteen/Swinging ’Gates concert • Potluck dinner • Business card exchange • Assemble care
packages for area students • Holiday party (please be mindful of different faiths) • Local group
tours (visit attractions in the area) • Joint activity with alumni clubs from other schools • River/
harbor cruise • Brewery tour • Concert in the park
Planning tips
• Is there a room fee If there are multiple floors or a separate room, will alumni be able to
locate the event Is it necessary to distinguish alumni from the general public
• When ordering hors d’oeuvres, please provide vegetarian options. Will the bar offer
anything special to Colgate alumni
• Recognize that some social events will appeal to generally younger alumni and may not be
kid-friendly.
• The Colgate Thirteen and Swinging ’Gates may require housing.
• Contact the organization for tickets. What are the policies for group sales Is there a
discount Is it possible to return unsold tickets or acquire additional tickets When is the
last date to return tickets or acquire additional tickets What is the policy for last-minute
reservations
• Will a volunteer take RSVPs or will the ticket office How will tickets be distributed to
alumni Will they be mailed or is there a location to meet prior to the event Is it possible
to pick tickets up at Will Call
• The club should be prepared to cover the cost of no-shows and tickets that are not
purchased by alumni.
The Maroon
News is the
oldest college
weekly in the
country
Family Events
Suggested events and planning tips
Suggested Events
Trip to the zoo, circus, or amusement park • Children’s museum or aquarium • Picnic or BBQ
with games • Beach party • Apple picking • Ice skating • Mini-golf • Bowling
Planning Tips
• Contact the organization for tickets. What are the policies for group sales Is there a
discount Is it possible to return unsold tickets or acquire additional tickets When is the
last date to return tickets or acquire additional tickets What is the policy for last-minute
reservations
• Will a volunteer take RSVPs or will the ticket office How will tickets be distributed to
alumni Will they be mailed or is there a location to meet prior to the event Is it possible
to pick tickets up at Will Call
Colgate University’s fiscal year June 1 – May 31 29

• The club should be prepared to cover the cost of no-shows and tickets that are not
purchased by alumni.
• Is it necessary to distinguish members of the group from the general public
• Be mindful of start and end times; it is generally not a good idea to start a family event
after 6:00 p.m. Weekends are recommended for family events.
Educational/Cultural Events
Suggested events and planning tips
Suggested Events
Attend the symphony or opera • Tour an art gallery • Visit a historical site • Attend a play or
musical • Wine tasting • Luncheon or dinner with guest speaker (staff, faculty, coach, local
alumnus/a or personality)
Planning Tips
• Location, date and time are usually determined by the venue, exhibit, or performance.
• Contact the organization for tickets. What are the policies for group sales Is there a
discount Is it possible to return unsold tickets or acquire additional tickets When is the
last date to return tickets or acquire additional tickets What is the policy for last-minute
reservations
• Will a volunteer take RSVPs or will the ticket office How will tickets be distributed to
alumni Will they be mailed or is there a location to meet prior to the event Is it possible
to pick tickets up at Will Call
• The club should be prepared to cover the cost of no-shows and tickets that are not
purchased by alumni.
• Is it necessary to distinguish members of the group from the general public
• May need permission to use image for invitation (art work for example).
• When selecting a speaker or topic, please have several choices in mind prior to contacting
the Office of Alumni Affairs. This will save both the office and the club time in the event
that the first choice is not available. Please do not contact faculty directly. The staff
contact in Alumni Affairs will extend the invitation for a faculty or staff person to speak.
• When choosing a date, please consider the university calendar (professors are generally
unavailable at the beginning and end of semesters).
• Determine location and select an appropriate, quiet room for the speaker (a separate room
is preferred). Inquire in advance as to the maximum capacity of the room.
• As a courtesy to the speaker, offer to meet him/her at airport or hotel, take them to the
meeting place, and return to the hotel/airport. The club should also cover the speaker’s
meal and entrance fee (unless covered by the Office of Alumni Affairs).
• Allow 30 minutes for social time (followed by dinner if that is the format), 3-5 minutes for
welcoming remarks, 15-20 minutes for the presentation, and 5 minutes for Q&A. If the
event is a dinner, please allow 30 minutes for social time followed by dinner, 3-5 minutes
for welcoming remarks, 15-20 minutes for the presentation, 5 minutes for Q&A, and 5
minutes to thank the speaker, present them with a gift, and any announcements.
30 Colgate University’s fiscal year June 1 – May 31

• The Club President or event coordinator should introduce the speaker. The Office
of Alumni Affairs will provide biographic information on the speaker. Allow time for
questions and answers at the end of the presentation. Be prepared with a few questions to
keep the discussion flowing.
• Test audio/visual equipment with guest speaker before the group arrives.
• After the event, send a thank you note to the speaker.
Community Service Events
Suggested events and planning tips
Suggested Events
Habitat for Humanity project • Cook and serve meals at a local food bank • Participate in a
city-wide service day • Clean-up a local park or playground • Plant a garden in a public place •
Boo at the Zoo • Bring canned food items or school supplies to an event • Blood drive
Planning Tips
• All “Colgate Cares” events should be service oriented, requiring alumni to give of their
time, not their money. They may not be fundraising or political events.
• Events should be discussed in advance with the Office of Alumni Affairs to ensure they
meet these guidelines.
• There are, on occasion, opportunities to partner with the Center for Outreach,
Volunteerism and Education (COVE) and student projects. Please contact the Office of
Alumni Affairs for assistance.
Suggested Events
Sporting Events
Suggested events and planning tips
Reserve a block of tickets for a professional or minor league game • Watch Colgate teams
play at local colleges • Cheer on the Raiders via a live broadcast • Softball game with another
alumni club • Outdoor sports (skiing, tennis, day hike, kayaking, biking) • Golf outing • Event
with alumni professional athletes
Planning Tips for Live Events
• Contact the organization for tickets. What are the policies for group sales Is it possible to
return unsold tickets or acquire additional tickets When is the last date to return tickets
or acquire additional tickets What is the policy for last-minute reservations
• Will a volunteer take RSVPs or will the ticket office How will tickets be distributed to
alumni Will they be mailed or is there a location to meet prior to the event Is it possible
to pick tickets up at Will Call
• The club should be prepared to cover the cost of no-shows and tickets that are not
purchased by alumni.
• Is it necessary to distinguish members of the group from the general public
The original
13 men
who founded
Colgate were:
Jonathan Olmstead
Nathaniel Kendrick
Daniel Hascall
Joel Clark
Charles Hall
Samuel Payn
Elisha Payne
John Bostwick
Thomas Cox
Samuel Osgood
Amos Kingsley
Peter P. Roots
Robert Power
Colgate University’s fiscal year June 1 – May 31 31

Planning Tips for Televised Athletics
• The Office of Alumni Affairs will alert all club presidents to any nationally televised
Colgate games.
• Contact the venue to see if they have access to the broadcast station.
• Reserve a room/section for the event, keeping costs in mind. Will the bar/restaurant offer
anything special to Colgate alumni Should the club provide food or will this be a Dutchtreat
event
• PLEASE NOTE: Televised games cannot be guaranteed. Satellite providers may choose to
feature a different game. The venue does not have any control in this matter.
32 Colgate University’s fiscal year June 1 – May 31

Annual Fund
The Annual Fund is a part of the Institutional Advancement division at Colgate and helps raise over
$10 million a year to support Colgate’s operating budget.
In this section you will learn what the Annual Fund is and how it helps Colgate on a day to day basis.
You will also find a tip sheet about making solicitation calls and an instructional page about how to
login to the volunteer web page to access valuable information.
The Annual Fund Professional Staff
Darcy Nolan Ainslie Ellis ’00
Director of the Annual Fund
Leadership Gifts Officer
Manages classes of 1931-1952 (315) 228-6932
(315) 228-7168 aiellis@colgate.edu
danolan@colgate.edu
Kristin Loop
Sara Groh
Associate Director of the Annual Fund
Associate Director of the Annual Fund
Manages classes of 1953-1963 & 1982-1989 Manages classes of 1974-1981 & 1990-1998
(315) 228-7938 (315) 228-6134
kloop@colgate.edu
sgroh@colgate.edu
Lindsey Hoham ’05 Michael Tone ’07
Assistant Director of the Annual Fund
Annual Fund Coordinator
Manages classes of 1964-1973 & Phonathon
Manages classes of 1999-2009 & Senior Class Gift
(315) 228-7438 (315) 228-7037
lhoham@colgate.edu
mtone@colgate.edu
The Annual Fund Support Staff:
Pat Kochan
Patty Staskowski
Assistant to the Director of the Annual Fund
Administrative Assistant
Reports to Darcy Nolan
Reports to Kristin Loop & Sara Groh
(315) 228-7724 (315) 228-7412
pkochan@colgate.edu
pstaskowski@colgate.edu
Kim Manner
Administrative Assistant
Reports to Ainslie Ellis, Lindsey Hoham & Michael Tone
(315) 228-7175
kmanner@colgate.edu
Table of Contents for Annual Fund section
What is the Annual Fund .....................................................................................34
Gift Chair & Class Agent Job Description.................................................................35
Making a Successful Phone Call ...........................................................................36
Instructions For Class Gift Committee Web Page....................................................37
Colgate University’s fiscal year June 1 – May 31 33

What Is The Annual Fund
The Colgate Annual Fund, through the consistent generosity of the entire Colgate community,
provides the university with vital resources that help us sustain the excellence of the Colgate
experience, remove financial barriers to enrollment, and promote innovative programming
across campus.
The Annual Fund is comprised of the Unrestricted Annual Fund and the Restricted Annual
Fund.
Colgate’s greatest need is the Unrestricted Annual Fund. Unrestricted gifts provide funding
where it is needed the most. These funds provide the necessary budget relief to ensure a
balanced institutional budget. Unrestricted funds may finance a new innovative program,
expand current programs, or meet unexpected budget needs.
The Restricted Annual Fund is just that - gifts that are restricted to one of six specific
designations: financial aid, academic programs, study abroad programs, the library, the arts,
and athletics.
Why Is Participation Important
Every Gift Counts!
Every gift really does make a difference! In fiscal year 2008, 6,449 alumni made a gift to the
Annual Fund of $100 or less for a grand total of $364,577. This could fund approximately 13
Colgate financial aid scholarships.
It comes down to this – Colgate needs support this year and every year to maintain its standard of
excellence.
Our alumni participation rate over the past few years has averaged in the low 50s. Most
institutions have an alumni giving rate of 30% while the top (Williams, Amherst, Davidson)
have participation rates in the low 60s. Participation demonstrates satisfaction in the value of
the education and belief and support in the university.
34 Colgate University’s fiscal year June 1 – May 31

Gift Chair & Class Agent Job Description
Purpose
The Gift Committee is made up of dedicated members of the class who assist in the solicitation
of the class gift. Committee members consist of a Chair(s), Presidents’ Club Chair(s), and Class
Agents. The committee requires strong volunteer leadership, careful planning, and hard work.
A successful class gift program requires committee members to concentrate on the personal
solicitation of classmates in an effort to raise the bar for class fundraising. Committee
members begin making contact with classmates in the fall of each fiscal year.
Time Commitment
15 - 20 hours for the year
Number of Solicitations Per Fiscal Year
Average of 15-20 solicitations per year
Summary of Committee Responsibilities
• Personally solicit ten to fifteen classmates to encourage participation in the class gift. (all)
• Share news and updates from campus and be available to answer any questions from your
classmates on Colgate related issues. (all)
• Inform the Annual Fund Office of any pledges/commitments received; address changes, or
any other new information. (all)
• Participate in conference calls as appropriate. (all)
• Make a personally meaningful (if possible a “stretch”) gift. (all)
• If in a reunion year, make every effort to attend reunion. (all)
• Oversee the gift committee. (Gift Chair)
• Assist the Annual Fund staff in recruiting committee members. (Gift Chair)
• Participate in screening the class for leadership donors. (Gift Chair)
• Preside over all committee conference calls. (Gift Chair)
• Maintain regular communication with both committee members and the Annual Fund
staff. (Gift Chair)
Hascall Hall
(built in 1885)
is on the
National
Registry of
Historic places
Colgate University’s fiscal year June 1 – May 31 35

Making A Successful Phone Call
Here are some common objections that you may face on the phone.
Unspecified Objections: “I am not interested.”
• Ask why.
• Are they unhappy with the university Help reconnect them to Colgate.
• Your job is to help reignite his/her excitement about Colgate.
• Give them an alternative reason to give to Colgate
Financial Objections: “I can’t afford to give because of...”
• Be understanding.
• Emphasize the importance of participation.
• Encourage credit card installment gifts.
• Explain that smaller gifts given by many people make an even greater impact.
Other issues:
“I am mad at Colgate because…”
• Ask why.
• Forward his/her concern to your Annual Fund staff liaison and ask them to consider
restricting their gift to something important to them.
“My child wasn’t accepted at Colgate.”
• Be sympathetic to their disappointment.
• Express that you hope that he/she still believes that the institution is worthy of their support.
“Why should I give to Colgate rather than give to other non-profits”
• Liberal Arts colleges educate students to think ethically, entrepreneurially, and globally.
• Each year Colgate will send out over 700 seniors who will lead tomorrow and shape the future.
Other Questions/Concerns: If a classmate has a specific question or concern that you cannot
resolve:
• Make a detailed note of the classmate’s question, concern, or message.
• Ask how they would like to be contacted (via email or phone).
• Have Annual Fund liaison contact the classmate.
If there is a question you cannot answer, be honest – don’t bluff!
Your staff liaison can follow up with their concerns.
36 Colgate University’s fiscal year June 1 – May 31

Instructions For Class Gift Committee Web Page
With the launching of Colgate’s new alumni website last year, we had the opportunity to
create a site for our class gift committee volunteers. You will be able to access your current
assignments, class goals and progress to date, class gift history, gift committee rosters, and
Colgate’s volunteer handbook.
To access this site, use the following link. www.colgatealumni.org/classgifts
You will need to log in to access your current assignments. To log in you will need a user name
and password. Colgate will send your user name and password this fall.
We hope you will enjoy using this site and that it makes your work easier and more efficient.
94% of the
Class of 2008
contributed to
their senior
class gift
Colgate University’s fiscal year June 1 – May 31 37

38 Colgate University’s fiscal year June 1 – May 31

Presidents’ Club
Members of the Presidents’ Club — Colgate’s leadership gift society — march at the forefront of the
university’s journey to excellence in liberal arts education. Their investments demonstrate the highest
level of commitment and lay the foundation for our success.
In return for their support, Presidents’ Club members enjoy:
• Invitations to special events like our annual reception and auction
• Regular, exclusive, personalized communications like PC Newsflash, our online newsletter
• A seat at presidential roundtable conversations to discuss Colgate’s future
• Special attention during Reunion and Family weekends
• Opportunities to interact with students through career services
For more information about the Presidents’ Club contact:
Patricia Caprio
Director of Leadership Giving
Colgate University
13 Oak Drive
Hamilton, NY 13346
315-228-7442
pcaprio@colgate.edu
Mark Your Calendar
Presidents’ Club Reception and Auction is
Friday, April 24, 2009 at Cipriani- 42nd Street in New York City.
Table of Contents for Presidents’ Club section
Presidents’ Club Membership Committe..................................................................40
Presidents’ Club Class Chair Job Description..........................................................41
Giving Levels............................................................................................................42
Volunteer Web Page ...............................................................................................43
Sample Prospect Card ...........................................................................................44
Colgate University’s fiscal year June 1 – May 31 39

Presidents’ Club Membership Committee
2008-2009 Fund Year
Tom McGarrity ’79 P’10 Chair
Kim Avison Huffard ’87 Vice Chair
Term Ending – May 2009
John M. Bonhomme ’00
Alexander Cohen ’06
Peggy Ellis P’10
Katie Finnegan ’05
Elizabeth Orbe Fischer ’82
Arthur Irwin ’63
Matthew E. Kaplan ’93
C. Thomas Kunz ’72
Heather E. Lambert ’03
Jane Hylis Lewis ’77
Thomas Lynett ’79
Gordon P. Miller ’56
Peter Nicoletti ’78
Kevin Osborn ’85
Robert Parr ’74
Robert B. Raiber ’68
Kevin Rusch ’85
Thomas Seligson ’72
Lindsay L. Weinschenk ’01
Term Ending – May 2010
Patricia Apelian Aitken ’76
Greg Arms ’78
Jeff Becker P’02
Terry Connolly ’62
Linda Cummings Murphy ’81
John Finn ’02
Bruce and Jill Goodman P’11
Thomas McGarrity ’79
Lauren Nugent ’02
Michael Remey ’98
Term Ending – May 2011
Recruitment Effort in Progress
Sally J. Dessloch ’79
Dane P. Fraser ’01
Tom Mac Cowatt ’85
Ryan Molloy ’05
Robert Seaberg ’69
Amy Satin Spinelli ’93
40 Colgate University’s fiscal year June 1 – May 31

Presidents’ Club Class Chair Job Description
Five year (renewable) term
Job Description
The Presidents’ Club Class Chair will lead a group of volunteers in the planning and solicitation of
Presidents’ Club level donations from classmates. This volunteer will be a member of the Class Gift
Committee and will work in coordination and conjunction with committee members. Concentration
on personal solicitations of Presidents’ Club level gifts will be the prime responsibility. This position
requires strong leadership, knowledge of classmates, and careful planning and execution. Hopefully,
you will feel a great sense of pride in helping Colgate reach our financial objectives and become the
best liberal arts university in the nation.
Responsibilities
• Make a minimum of a Presidents’ Club level donation to the college.
• Sit on Class Gift Committee and help set goals and objectives. Work in tandem with class
gift chair. Your class may have more than one Presidents’ Club Class Chair.
• Help define a fundraising strategy for the class that maximizes dollar potential and alumni
participation.
• Help identify classmates who can make leadership contributions.
• Author solicitation letters to classmates.
• Contact (call or email) 8 to 10 potential Presidents’ Club members.
• Update the Director of the Presidents’ Club with pertinent information.
Timetable
August -
October -
November -
December -
January -
March -
May -
Annual Report of Donors available on-line
Conference call with Class Gift Committee members to set goals and objectives
Volunteer Packets mailed
Presidents’ Club Directory is mailed as first solicitation
Class calling period begins
New York City Presidents’ Club Phonathon
Conference call with Class Gift Committee
Year-end appeal (securities brochure)
Colgate Calendar mailed
Phone calls and emails to prospects
Holiday cards mailed
Conference call with Class Gift Committee
Spring Solicitation mailed
Final Solicitation/phone calls/email cleanup
Presidents’ Club Reception and Auction – Friday, April 24, 2009
Cipriani’s – 42 nd Street, New York City
Reunion Breakfast – Saturday, May 30, 2009
Seven Oaks
golf course is
rated by
Golf Digest
as one of the
top five college
courses in the
country
Regional Presidents’ Club Events
10/17/08 in Chicago 11/20/08 in Boston 1/28/09 on Long Island
2/18/09 in Washington, D.C. 3/09/09 in San Francisco
Young Alumni Presidents’ Club Events
9/26/08 in New York City Additional dates to be announced
Colgate University’s fiscal year June 1 – May 31 41

Presidents’ Club Giving Levels
June 1, 2008 – May 31, 2009
Presidents’ Club
$500,000 Member in Perpetuity
(10-year cumulative cash or lifetime gifts)
$250,000 Founder
$100,000 Benefactor
$50,000 Patron
$25,000 Council
$10,000 Fellow
$5,000 Partner
$2,000 Member (Classes of ’59-’99)
$1,000 Member (Classes of ’25-’58)
Graduated Levels
$900 Class of 2000
$800 Class of 2001
$700 Class of 2002
$600 Class of 2003
$500 Class of 2004
$400 Class of 2005
$300 Class of 2006
$200 Class of 2007
$100 Class of 2008
$100 Class of 2009
42 Colgate University’s fiscal year June 1 – May 31

Presidents’ Club Volunteer Web Page
With the launching of Colgate’s new alumni website last year, we had the opportunity to
create a site for our volunteers. To save time, energy and money, we designed a page just for
Presidents’ Club volunteers. You will be able to access all the reports on-line and have up-todate
information about your prospects. A sample of the page is attached.
The instructions are simple:
1. Go to the website: www.colgatealumni.org/presclubvolunteers
2. If you have already used the site, please use your existing user name and password. If
this is your first time and you need assistance or have forgotten your password, please call
315-228-7489.
3. Under “Volunteer Tools” you will find your current prospect assignments (report card) and
the two standard monthly reports and other pertinent material.
In the 2008
fiscal year,
Colgate
raised over
$39 million
from 46% of
its alumni,
parents, friends,
and corporations
and foundations
SAMPLE PROSPECT CARD
Colgate University’s fiscal year June 1 – May 31 43

Sample Prospect Card
Sample Prospect Card
Complete one of the
following before mailing
____ Thank you for your pledge/gift of $___________
to_____________________________
____ In the past, you made a gift of $______________
Mr. Colgate Raider
____ I tried to reach you, but you were not at home. I
13 Oak Drive hope you will consider supporting Colgate this year.
Hamilton, NY 13346
Sign card here ____________________________________________
Volunteer Name
Tear off top sheet and
mail to your prospect
In this space below your signature is a good
location to add a personal thank you note!
Presidents’ Club - Volunteer Name
Prospect: Colgate Raider Class: 1985 Major: Music Club: NYC
ID: 000738467 Telephone: (H) 315-555-1212
Address: 13 Oak Drive (B) 315-555-1212
Hamilton, NY 13346 Cell: (C) 315-555-1212
E-Mail:
Space for tracking calls
Raider@Colgate.edu
Call Record
Title: Mascot
Attempt Dates
Results
1.___________
_________Wrong No.
Business: Colgate University
2.___________
_________Disconnected
3.___________
_________Did not Reach
or no answer
Maiden:
Total gifts made this
Spouse: Betty Raider ‘86 fund/fiscal year
GIVING HISTORY
Frat: Delta Upsilon
Fund Year Unrestricted Restricted Capital Total
Varsity Sport: Football 2004-2005 $500 $500 $0 $1,000
2005-2006 $750 $750 $1,000 $2,500
2006-2007 $0 $0 $5000 $5,000
Date Last Gift: 5/24/07 Current Fund Year $500 $0 $500 $1,000
Prospect: Colgate Raider ID: 000738467 Club: NYC
Pledge $____________ Designation____________________________ Please direct my gift to:
Alumni club code
Result:
_____ Unspecific Pledge _____ Declined _____Already Gave _____Wrong No.
Credit Card Gift: ____MasterCard ____ Discover
____Visa
____American Express
Card Number:_______________________________________________
Amount: $ ______________ Expiration Date: __________
Mo/Yr
Fill in pledge and designation or result information
When complete, return bottom 2/3 portion to Patio Caprio
____ Unrestricted Purposes
____Capital
Restricted budget purposes:
____ Academic Programs
____ The Arts
____ Athletics
____ Library
____ Study Group
Internal Designate use: Coded which on area(s) banner ______
gift is Sent to be to applied gift records ______
44 Colgate University’s fiscal year June 1 – May 31

Parents’ and Grandparents’ Fund
The Society of Families
The Colgate Parents’ and Grandparents’ Fund is a collection of gifts, small and large, that allows
the university to exceed expectations while providing an incredible learning experience to America’s
brightest undergraduates. Every gift makes an impact, whether it is an investment of $13, a Presidents’
Club-level contribution of $2,000, or more.
Led by co-chairs Ed and Maxine Kerschner P’07, ’09, parents generously contributed more than $4.6
million in fiscal year 2008 with 45% participation from current parents. Thanks to the leadership of
Doug ’50 and Sandra Campbell, P’80, ’81, GP ’05, ’08, ’09, ’12 the Grandparents’ Fund raised over
$1.1 million with 81 donors (alumni grandparents and current grandparents).
The Society of Families founder, Dr. Campbell, realized in 1954 that, “the university, like most private
schools, faces a problem since it does not charge sufficient tuition to meet the full cost of education.”
His statement still holds true today.
The tuition you pay, though important and substantial, covers only 70 percent of the real cost of
a Colgate education. We depend on endowment income and annual contributions from parents,
alumni/ae, foundations, and friends to close the gap.
The Parents’ and Grandparents’ Fund Staff
Mari Assaid
Director, Parents’ and Grandparents’ Fund
Director, Special Events
(315) 228-7167
massaid@colgate.edu
William LaRuffa
Leadership Gifts Officer
(315) 228-6925
wlaruffa@colgate.edu
Julie Partigianoni
Associate Director of the Parents’ and
Grandparents’ Fund
(315) 228-6693
jpartigianoni@colgate.edu
Heather Payne
Administrative Assistant
(315) 228-6693
hepayne@colgate.edu
Table of Contents for Parents’ Fund section
Society of Families Steering Committee..................................................................46
Global Leaders Lecture Series Challenge...............................................................47
Parents’ Fund Fall Calling Program.........................................................................48
Making the Call........................................................................................................49
Parent Hosted Events..............................................................................................50
Parents’ Fund Website Information..........................................................................51
Colgate University’s fiscal year June 1 – May 31 45

Society of Families Steering Committee
Mission Statement and Responsibility of Members
Established in 1954, the Steering Committee is a volunteer organization consisting of parents
and grandparents of current Colgate students, representing all four class years. Members
are selected annually. Terms of office run from the spring meeting of the committee to the
following spring meeting. Meetings are held twice yearly on the Colgate campus; in the fall
during Family Weekend, and on a designated spring weekend.
Mission Statement
To enhance and facilitate communications between Colgate and the parent body on topics of
interest or concern to parents.
To gather as an advisory cabinet as a resource to the President of the College and to the Dean
of Students to reflect on and analyze issues and challenges facing Colgate, as well as offer advice
and counsel to aid the administration as Colgate seeks to become one of the leading liberal arts
universities of the 21st century.
To mobilize parent resources in support of the programs and activities at Colgate by supporting
Colgate with a leadership gift, soliciting financial support from other parents, and hosting a
parent reception at their home or club.
Responsibilities of Members
Make Colgate your philanthropic priority. Support the Parents’ Fund with a leadership gift
that will make a difference for The Passion for the Climb: The Campaign for Colgate. Your
gift can be directed to the Unrestricted Parents’ Fund, the Restricted Parents’ Fund, the Global
Leaders Lecture Series or to one of Colgate’s capital needs.
Solicit 2-4 families for a Presidents’ Club gift ($2,000 minimum). The fall calling session runs
from November to December. The Parents’ Fund staff will provide a roster of names along
with relevant details about each individual.
Host an event for parents and alumni. Events are generally hosted at someone’s home, club, or
restaurant. The Parents’ Fund staff will work with you to determine an appropriate format such
as a cocktail reception, bar-b-que, buffet dinner or sit-down dinner. Speakers from campus are
available.
Assist in donor identification and cultivation when appropriate.
Attend regional events when available.
46 Colgate University’s fiscal year June 1 – May 31

The Global Leaders Lecture Series Challenge
Encouraging Campus Wide Conversations
The Global Leaders Lecture Series was launched on Colgate Day, Friday, April 13, 2007,
with the generous support of the Society of Families and the Class of 2007. While expanding
Colgate’s reputation as a premier center for liberal arts education, the series introduces the
university community to key figures at the forefront of the human endeavor. It encourages
campus-wide conversations that further our understanding of what it means to be a leader in
the 21st century.
Colgate alumni
volunteer for
48 active
alumni clubs
located around
the globe
The Dali Lama wears a Colgate cap for the
2008 Global Leaders Lecture Series.
An anonymous parent donor generously pledged $500,000 to match all gifts to the Global
Leaders Lecture Series made before December 31, 2008. For every dollar contributed to the
series, there will be a dollar match, doubling the value of each investment! The fund will allow
the university to invite world-renowned speakers to campus. The challenge gift — and the
gifts that meet it — will be instrumental in the success of this lecture series.
Colgate University’s fiscal year June 1 – May 31 47

Parents’ Fund Fall Calling Program
Your Efforts Will Make a Difference
Thank you for volunteering your time and energy to call other parents this year. Your efforts
will make a difference and we look forward to working with you.
Every gift counts toward participation. Participation by a large number of people is the only
way to achieve our monetary goal.
Prior to the start of the this year’s Parents’ Fund Calling Program, a solicitation letter from the
Co-Chairs of the Parents’ Fund, Maxine and Ed Kerschner P’07, ’09, will be mailed to your
assigned parents.
Our office will contact you in October to review the fall calling program process. In an effort
to save on costs and streamline the fall calling program process your assignments will be made
available online at www.colgatealumni.org/parentcommittee
In the meantime, please do not hesitate to call if you have any questions or concerns. Your
suggestions, questions or concerns are most welcome.
The calling period ends December 31, 2008.
Once again, thank you!
A Word About Participation
Every Gift Counts!
• Participation gifts show enthusiasm and support for the education Colgate provides. High
participation signals a sound institution, worthy of additional support.
• Participating in the Parents’ Fund is an opportunity for parents to tangibly express how
much they value the education their children are receiving. Each gift signals to other
parents that Colgate is deserving of their support.
• The size of gifts may vary, but every gift counts the same for participation.
• In fiscal year 2008, the Parents’ Fund raised over $4.6 million! All those smaller gifts add
up to a considerable resource for the university with 30% of families giving to the Parents’
Fund.
• Every gift makes a difference because each one builds participation!
48 Colgate University’s fiscal year June 1 – May 31

Making the Call
Each call is unique, but here is a general outline to follow as you contact your assignments.
Connect
Spend some time introducing yourself and talking about Colgate. Take a moment to explain
that you are a volunteer for the Parents’ Fund Calling Program and are calling other parents to
encourage their support and talk about the objectives of the Parents’ Fund. Please take notes
while on the phone with your caller. Note any changes to contact information, result of your
call, pledge amount and form of payment. These will come in handy when it comes time to
email your call results to our office.
Ask for a Gift
When the time seems right, ask if the parent would consider making a gift to Colgate… “I
hope that you will consider making a gift of $ (ask amount) to support Colgate.” Using the
word consider takes the sting out of a direct ask.
Wait for the Response
Allow them to consider the ask. Let them respond to you. Resist the urge to break the silence
and suggest a different amount. If they say:
“Maybe…”
Ask: “would you be willing
to pledge a minimum
amount
“Yes, I will Pledge
$xxx.”
Thank them for their
generous support
“No.”
Ask: “would you be willing
to pledge a minimum
amount of $13.00
Colgate owns a
75 million-yearold
petrified
dinosaur egg,
the first owned
by a college
If successful, follow steps
for “Yes, I will pledge
$xxx.”
If not...
Record the pledge amount
on the pledge card.
Verify mailing address.
If successful, follow steps
for “Yes, I will pledge
$xxx.”
If not...
If they still do not commit,
thank them for their time
and remind them of the
importance of their gift.
Encourage credit card
payment for added
convenience.
(Visa/MC/Disc/Amex)
If they still do not commit,
thank them for their time
and remind them of the
importance of their gift.
Write a personalized note
on the pledge card .
Write a personalized note
of thanks on the pledge
card and thank them for
their support.
Write a personalized note
on the pledge card .
Colgate University’s fiscal year June 1 – May 31 49

Parent Hosted Events
The type of event is the choice of the host. Events are usually held at someone’s home, club, or
restaurant. The format can be a cocktail reception, a buffet dinner or a sit-down dinner.
6 p.m. to 8 p.m. is the most popular time, but other times can work as well. The average
number of guests is generally around twenty-five.
Speakers are available but ten weeks notice is needed. Speakers have included President
Chopp; Charlotte Johnson, Vice President and Dean of the College; David Roach, Athletic
Director and faculty members.
The Parents’ Fund office will mail out the invitations (after your approval), follow-up with
email, letter, and/or calls. You may preview the invitation list of parents and alumni in your
area. Colgate napkins will be provided and other Colgate paraphernalia (as appropriate). We
will have a guest count four to five days before the event. A staff member from the Parents’
Fund will attend the event and will arrive early to offer assistance. A table to set up name tags
is appreciated.
You can receive gift-in-kind credit for the event that will count toward your parent contribution.
Please let us know if you are able to offer your hospitality and would like to sign up to host an
event.
50 Colgate University’s fiscal year June 1 – May 31

Parents’ Fund Website Information
With the launching of Colgate’s new Society of Families website, we had the opportunity
to create a site for our Parents’ Fund Fall Calling Program volunteers. You will be able to
access your current calling assignments, progress to date, class gift history, parent rosters, and
Colgate’s volunteer handbook.
To access this site, use the following link: www.colgatealumni.org/parentcommittee
You will need to log in to access your current assignments. To log in you will need a user name
and password. The Parents’ Fund staff will send your initial user name and password this fall.
We hope you will enjoy using this site and that it makes your work easier and more efficient.
The stone for
several of the
first buildings
on campus was
gathered at a
rock quarry
located at the
top of the Hill
Colgate University’s fiscal year June 1 – May 31 51

A Fundraiser’s Dictionary
ALUMNUS - One male graduate of Colgate.
ALUMNA - One female graduate of Colgate.
ALUMNI - Two or more males or a group of two or more including both genders.
ALUMNAE - Two or more females.
CLASS AGENT - A volunteer who serves Colgate by soliciting gifts to the Annual Fund from his or
her classmates and is a member of the class gift committee.
CLASS GIFT - The sum of all gifts given by members of a specific class during a fiscal year.
DONOR - Anyone who has made a gift to Colgate during the current fiscal year.
FISCAL YEAR (FY) - Colgate’s fiscal year runs from June 1 through May 31.
GIFT - Any cash, securities or other contribution for which an official receipt has been (or will be)
issued. Gifts include payments on pledges.
GIFT CHAIR - The lead Annual Fund volunteer in a class. The chair organizes and manages the class
agents.
LYBUNT (Last Year But Unfortunately Not This year) - A past donor who made a gift in the last fiscal
year, but not in the current fiscal year.
PARTICIPATION - The percentage of alumni who make gifts of any amount to Colgate during any
given year.
PLEDGE - A written or verbal promise to make a gift to Colgate.
PRESIDENTS’ CLUB CHAIR - A volunteer who serves Colgate by soliciting gifts of $2,000 and more
for membership into the Presidents’ Club and is a member of the class gift committee.
PROSPECT - A classmate, parent, or friend of Colgate who is assigned to a staff member, class agent,
or volunteer for solicitation.
SPECIFIC PLEDGE - A pledge made with a specific dollar amount.
SYBUNT (Some Years But Unfortunately Not This year) - A past donor who has made a gift to Colgate
at least once in the past five years, but has not made a gift during the current fiscal year.
UNSPECIFIC PLEDGE - A pledge made without a specific dollar amount.
52 Colgate University’s fiscal year June 1 – May 31