Table of Contents. Annual Giving Staff Page 1

Swarthmore College Class Agent Handbook 2007 2008

Table of Contents Annual Giving Staff Page 1 Annual Giving Schedule of Activities Page 2 3 Class Agent Job Description Page 4 Frequently Asked Questions About the Annual Fund Page 5 What is the Annual Fund? Why are unrestricted dollars needed? What are this year s goals? Why should alumni give? Page 6 Psychology of Giving Page 7 What We Can Do For You Page 8 What Your Class Can Do For You Page 9 What You Can Do For Us Page 9 Class Agent Letter Page 10 Writing A Successful Class Agent Letter Personal Contact Page 11 Telephoning Your Classmates Thank You Notes Page 12 Gift Giving Options and Extras Page 12 Leadership Giving Matching Gifts Gifts of Securities Page 13 Installment Giving Credit Card Gifts Gifts in Memory/Honor Tax Year v. Fiscal Year Page 14 Requests for No Fundraising Literature Page 14 Reunion Giving Page 14 Annual Giving Awards Page 14 Glossary Page 15

Who is the Annual Giving Staff? The staff of the Annual Giving office will assist you and make your job as easy as possible. Class agents are the key to a successful Annual Fund and we are here to help and work with you. Annual Giving Office 610 328 8622 annualgiving@swarthmore.edu Annual Giving Office Toll Free 866 792 7842 Dennis Archey 610 690 5725 darchey1@swarthmore.edu Assistant Director, Annual Giving (Classes 1998 2007) Marie Kirlin 610 328 8622 mkirlin1@swarthmore.edu Administrative Assistant, Annual Giving Mary Beth Mills 610 328 8410 mmills1@swarthmore.edu Director, Annual Giving Debbie Mulligan 610 957 6200 dmullig1@swarthmore.edu Administrator, Annual Giving (Classes 1931 1997) Craig Waltman 610 328 8411 cwaltma1@swarthmore.edu Marketing Manager Annual Giving Fax # 610 690 5716 Annual Giving Offices Mailing Address: Gifts online: Parrish Hall, Rooms E248, E252, E254, E256, E260 Annual Giving Office Swarthmore College 500 College Avenue Swarthmore, PA 19081 http://gift.swarthmore.edu Gift hotline: (800) 660 9714 1

Planning for the Year As a start, it is very helpful for a class agent to spend some time analyzing the class giving history and individual giving by classmates. The Annual Giving office provides computergenerated information on your class detailing recent Alumni Fund giving history, as well as the monthly Recapitulation of Gifts by Class (also called Recaps). Recaps are useful to summarize your class total giving as compared to the other alumni classes, and to compare your class giving to the prior year. The first Recaps for the year will be generated at the end of October. Class agents write two letters a year; three during reunion years (deadlines are noted on the calendar below), telephone classmates with outstanding pledges, thank classmates for their gifts by personal note, e mail, or phone call, and when possible, attend reunions, and trainings. Larger classes usually need co agents who share equally in writing letters and thank you notes. Typically, they alternate responsibility for the fall and spring mailings AF08 Schedule of Activities July 19 Thank you postcard 27 Thank you letter to first time, long time lapsed, and significantly increased donors August 23 AF Opening Appeal (segmented) September 7 Agent Letter Deadline 8 Opening Appeal 12 Bulletin and Report of Gifts mail 14 15 Volunteer Leadership Weekend (VLW) 23 27 Phonathon Calling begins October 1 31 Class Agent letters mail 1 31 Phonathon 31 AF Greeting Card (segmented) November 1 Fall Class Agent default letter mails 1 Calendar Mails (tentative) 1 14 Phonathon Calling December 13 AF Pledge Reminders 27 Tax year end e mail 2

January 21 Lapsers mailing (segmented) 25 Agent Letter Deadline February 1 28 Agent letters mail 3 28 Phonathon Calling March 1 31 Class Agent Letters mail 1 Spring Appeal 2 31 Phonathon Calling April 1 Class Agent Default Letters Mail 19 Pledge Reminder (excluding reunions) 21 Reunion Agent letters due May 2 Reunion Pledge Reminders 9 Segmented mass mail (format TBD) 30 Reunion/GOLD e mails 30 Trophy Deadline June 6 8 Alumni Weekend 6 Pledge Reminders 9 Panic Postcard 16 29 Student and Staff phonathon 27 June e solicitations 3

Class Agent Job Description The agent(s) for each class is/are the primary Annual Fund fundraiser(s) for everyone who graduated in that class, or who chooses to be identified with that social class year. (The class list also includes those who did not graduate but were members of the class for at least one semester.) Class agents are recruited by the Annual Fund Chair upon the recommendation of the class president, class agents, the Alumni Relations office, or the Annual Giving office. Qualifications: Class agents must possess the ability and willingness to: Provide an important example by giving generously and consistently. Assume a leadership role in securing unrestricted annual financial support for Swarthmore. Recruit others to help raise funds. Familiarize themselves with and remain informed about the College by reading the alumni magazine, the Report of Gifts, and other College publications. Communicate effectively and promptly. Responsibilities: Write class solicitation letters in the fall and spring. Classes in reunion write a third letter in late spring. Contact classmates personally. Communicate specific donor interests and concerns to the Annual Giving office. Be knowledgeable about the careers and interests of fellow classmates. Remind classmates of outstanding pledges by telephone (or mail or e-mail, if necessary) in May and June. Thank classmates for their contributions with a personal note, e-mail, or phone call. Remain in contact with other class officers to help begin reunion planning. 4

Frequently Asked Questions about the Annual Fund What is the Annual Fund? The most effective way Swarthmore s supporters can contribute to the College. Includes three funds: the Alumni Fund, the Parents Fund, and the Friends Fund. Unrestricted gifts made from July 1 through June 30 of a given fiscal year. Dollars raised through the Annual Fund help support the operating budget at Swarthmore. Contributions are used to fund financial aid and faculty salaries, to purchase technology and equipment, and to maintain and operate Swarthmoreʹs educational facilities. Why are Unrestricted Dollars Needed? Tuition and fees do not cover the full cost of educating a Swarthmore student, and the price of maintaining our need blind admissions policy continues to grow. In round figures, it will cost approximately $73,000 to educate each student this year. This is considerably more than the $45,700 in tuition and fees that the College charged. Although the numbers change from year to year, the actual cost has always exceeded the price by a wide margin. This gap is filled by gifts to the Annual Fund and endowment income, giving each student a hidden scholarship. What are this year s Goals? Raise $5.3 million in unrestricted support. Increase alumni participation to 61%. The 2006 2007 Annual Fund achieved a record total of $5,001,919 million. Significant increases in the leadership giving levels have spurred the Fund on to new heights, with the Board of Managers and generous reunion donors leading the way. Average Alumni Fund Gift 2006-2007 Bryn Mawr $969 Amherst $771 Williams $723 Swarthmore $518 Swarthmore s average Alumni Fund gift for fiscal 2007 was $518, significantly less than that of peer institutions. Your efforts to solicit increased gifts from classmates will boost the average, and help secure the success of this year s Annual Fund. We continue to fight against changing demographics to raise participation. Recent classes are larger than in the past, making for a substantial increase in the segment of the alumni population least equipped to give. Encouraging young alumni to give consistently, if modestly, is an essential challenge we face. Class agents are on the forefront of this effort, since your personalized approach is often the best way to secure a first time gift. 5

Why Should We Give to the Alumni Fund? Beyond sentiment, nostalgia, and a humanitarian desire to maintain and improve the quality of higher education, there are several good reasons to give to the Alumni Fund: The financial condition of the College affects areas such as admissions, faculty salaries, student activities, and special curricular developments, which in turn affect the quality of a Swarthmore education. When you were attending Swarthmore, you were subsidized by past donors, even if you were paying full tuition. We should present this advantage to current students as well. By giving to the Annual Fund, you ensure that present and future students have the opportunity to receive a Swarthmore education, the value of which is immeasurable. The act of giving, at whatever level, is as important as the gift itself. Corporations and foundations that consider funding educational institutions look first to see if the institution is helping itself. A high percentage of alumni participation is evidence of a strong institution. Class agents should stress both participation and generous giving in a solicitation letter. It is difficult to be innovative on an inadequate budget. A strong financial base frees the College to explore and create an educational experience worthy of today s challenges. Gifts to the Annual Fund are fully tax deductible. This is probably the least compelling reason for giving, but it is a viable one for some individuals. There are many worthy causes which deserve our support. But one student, educated in the Swarthmore tradition, can positively affect the lives of thousands. Psychology of Giving Something to Think About the Mission From the Introduction to Swarthmore College, Swarthmore College Bulletin 2005 06. Swarthmore students are expected to prepare themselves for full balanced lives as individuals and as responsible citizens through exacting intellectual study supplemented by a varied program of sports and other extra curricular activities. The purpose of Swarthmore College is to make its students more valuable human beings and more useful members of society...swarthmore seeks to help its students realize their fullest intellectual and personal potential combined with a deep sense of ethical and social concern. Although it has been nonsectarian in control since 1908 the College still values highly many of the principles of that society (of Friends). Foremost among these principles is the individual s responsibility for seeking and applying truth, and for testing whatever truth one believes one has found. As a way of life, Quakerism emphasizes hard work, simple living, and generous 6

A college draws strength from tradition and energy from the necessity of change. Its purposes and policies must respond to new conditions and new demands. By being open to change, Swarthmore tries to provide for its students, by means appropriate to the times, the standard of excellence it has sought to maintain from its founding. Class agents must be generous and loyal givers. Please make your own gift or pledge early. It is much easier to ask classmates to give if you have already contributed yourself. Remember, you are approaching peers and friends not strangers. Their interest in Swarthmore is as great as yours. You are asking for support for one of the most marketable products in the world education. When people give to Swarthmore, they are sharing the opportunity to experience the challenges and rewards of a first rate education. Giving should be thought of as an opportunity. People enjoy giving to a worthwhile cause. If you present your classmates with an opportunity, and not a duty, they will respond willingly. A willing gift brings satisfaction to the giver. When you give money with a real understanding of the good it will accomplish, the gift brings more lasting satisfaction than money spent for almost any other purpose. People often give emotionally, not intellectually. In other words, they give from the heart and not necessarily the head. Many of the good things of life are done because we are compelled emotionally to do them. Swarthmoreans are interested in the institution, the people, and what Swarthmore does for people. They enjoy giving money because they know it helps others. Donors enjoy seeing the good their gifts have accomplished in human terms. People do not like to do what they ought to do; rather, they like to do what they want to do. Reasons Most Donors Give: Belief in the mission of the institution The life long friendships that were established while they were students Gratitude for their own education Community responsibility and pride Regard for the institution s leadership Institution s fiscal stability (donors will want to invest in a stable, successful organization) Respect for the institution Donor has a history of involvement with the institution Reasons Fewest Donors Give: Tax considerations Guilt feelings 7

What We Can Do for You The Annual Giving office provides you with the following services, and we will assist you in any way possible with your class solicitation. Duplication services of your letter. Approximately two weeks after receiving your draft, you will receive a package of letters and stamped envelopes. Personalized reply envelopes will already be inserted into each mailing envelope. A tried and true fact the most successful campaign is a personal campaign! So when signing your letters, please always try to add a personal note at the bottom of each letter. If possible, cross out the salutation Dear Classmate and add his or her first name. Don t forget the personal notes to LYBUNTS, SYBUNTS, and Never Evers inviting their participation, and the encouragement to regular donors to increase their gifts. LYBUNT = Gave to the Annual Fund Last Year But Unfortunately Not This SYBUNT = Gave to the Alumni Fund Some Years But Unfortunately Not This NEVER EVER = Has never given to the Annual Fund Stuffing and mailing service from Swarthmore if necessary. It is best, of course, to sign each letter personally, but if you absolutely cannot do the mailing from your home, we will do it for you. Monthly updates from October to June. You ll receive a monthly Recapitulation of Gifts by Class (Recaps), a list of gifts made during that month, a list of outstanding pledges from your classmates, and a list from the Alumni Records office of all changes pertaining to alumni such as marriages, divorces, and deaths. Reimbursement by the Annual Giving Office for any mailing and/or phone call expenses you may incur while soliciting your class. (We are happy to pay for the first five minutes of your call, but the College s auditors do require a copy of your phone bill.) Help and encouragement in any other mailings you would like to do in addition to the standard letters. We enthusiastically support a creative approach! What Your Class Can Do for You Share the pride and joy you feel from your Swarthmore volunteer activities with others ask your classmates for help with the Annual Fund campaign! Ask classmates to contact others in their region. Tap the Class President or Secretary to write an additional letter. Have someone host a gathering of classmates in their area. Ask classmates to participate in a mini phonathon. The more people involved, the more personal and effective your campaign will be! Keep the Annual Giving office informed of your activities, and we may be able to help with guidance as well. 8

Keep in close contact with your Class President and Secretary. Both people are valuable resources for information and news about classmates. This kind of communication serves to heighten class cohesiveness and brings a stronger class identity. Scour your class notes in the alumni magazine and keep yourself informed of your classmatesʹ happenings. A personal congratulation to a classmate on completion of graduate school, a recent marriage or child, or a new job, for example, goes a long way in building a successful campaign! What You Can Do for Us Relay any pertinent information of classmates, i.e., address change, financial capacity, etc. You can do this by writing or e mailing the Annual Giving office (see page 1 for contact information). Meet your class agent letter deadlines. Agent letters are one of our strongest appeals. By meeting the deadline, your letter will have effective timing relative to other appeals. Please also remember to fill out the service form, or submit you letter on line at http://www.swarthmore.edu/support/annual_giving/agent_letter.html. Promptly forward any checks you receive. Telephone or e mail all classmates with outstanding pledges and all regular donors who are lapsing donors in mid May, before the close of the fiscal year on June 30. This number rarely exceeds ten per class, but the total number will make the difference in our overall participation results. Help conserve both Swarthmore s and the earth s resources by encouraging your classmates to give or pledge early. Early gifts mean less printing and postage for subsequent reminders, thus saving the College money. Writing a Successful Class Agent Letter A personalized letter from you, the class agent, is the most effective way to reach the most members in your class. The Annual Giving office could issue a single, printed solicitation letter to all alumni, but Swarthmore is a very personal place. Therefore, we traditionally ask each agent to prepare his or her own letter. In general, personal solicitations are far more effective than generic brochures or letters. The best fundraising letter combines the standard Annual Fund appeal with your personal knowledge and news of classmates or of the campus. The first sentence should be short and designed to capture their attention. Try to limit the letter to one page. And remember to mention corporate matching gifts. Be Yourself Let the letter reflect you personally. The most compelling reason to give is why you yourself have made a gift, and why you have agreed to serve as class agent. Tell your own story. Be positive about Swarthmore. Your enthusiasm, interest, and familiarity with the class cannot be duplicated. 9

Arouse their interest in the College; their desire to contribute; their conviction of need; their feeling of prompt action. (But be sure to emphasize the positive need for funds.) Be Personal Write from their viewpoint, not yours. Imagine your classmates, their backgrounds, needs, and feelings for Swarthmore. Include you rather than I. Say You ll be interested to know, rather than I want you to know. Make them feel important; give examples of how their gift has helped in the past. Suggest that their level of giving reflect the true measure of their feeling toward. Swarthmore. Be Concrete and Positive Cite definite facts or news to create a visual impression or memory of the campus. Ask a question or two to which the answer is Yes. Encourage them to jump on the bandwagon. Make a direct request, or ʺaskʺ, for their gift. Try to Raise the Gift Level Remind them to consider joining one of the leadership societies. Suggest that their gift reflect increases for rising costs. Take advantage of special years: reunions, anniversaries, and special events. Remind them that the College would welcome their gift made as installments during the year. ZipCheck and credit card gifts are options they may wish to consider. Zip Check, the College s electronic fund transfer program, automatically debits the donor s checking or savings account for a specified amount on a monthly basis. Call the Annual Giving office to request an enrollment form with more information Set a goal for your class and remind them how close you are to reaching it. Thank steady donors for their loyal and sustained support. Encourage Lapsing Donors to Give Let them know that their giving is important to students. Remind them that they and their gift have truly been missed. Remind them of the importance of high participation for the class. Strength as a class need not lie in high dollar amounts; strength in participation is paramount! Suggest Giving or Pledging Early in the College s Fiscal (Academic) Year Remind them that an early gift saves money for the College. It saves trees, postage and stationery costs, as well as Phonathon costs. 10

Never! Never apologize for asking for a gift. Never scold your classmates (even if they deserve it.) Never forget to thank them for their gift and its importance to the class and the College. A personal thank you note or e mail acknowledging the gift is the best way; a hand written thank you on your class agent letter is also effective. Who Receives Your Class Agent Letter? When printing computer generated envelopes for your class letters, we include solicitable alumni who have not yet given to the Alumni Fund. We exclude anyone who has become lost, deceased, has an active Alumni Fund pledge, or has asked the College not to solicit them for gifts. The same is true when we generate envelopes for the Spring appeal. Those with an outstanding specific pledge amount receive a computer generated pledge reminder on or about December 1, February 1, April 1, and June 1 and (if necessary) a telephone call from you in May or June. Personal Contact Telephoning Your Classmates Next to a personal visit, the telephone is the most effective way to increase giving. The Annual Giving office will reimburse you for your fundraising calls (for the first five minutes). Please check with us first to determine the names of classmates who have outstanding Phonathon pledges, or who have not yet given. We hope that you, in turn, will send us feedback on pledges obtained or new information for the Class Notes section of the Bulletin. We ask that you contact, via phone or e mail, in May or June the few remaining class members with outstanding pledges and regular donors who have not yet given this fiscal year. Thank You Notes All gifts are acknowledged by the Annual Giving office with a tax receipt and letter of thanks. However, no one can be thanked enough for a gift. Many class agents also send a personal note or e mail. We will provide you with a monthly list of recent Alumni Fund gifts for this purpose. For your convenience, with your regular monthly reports, weʹll send you a pre addressed, stamped Swarthmore postcard (All you have to do is write a quick note and drop it in the mail. Unfortunately, due to postage restrictions, agents living outside the United States will not be able to take part in this effort. Contact the Annual Giving office if you would like to sign up for this program. An effort made to thank each donor for his/her gift, regardless of size, will certainly aid in the success of your class goal. 11

Every donor is important to the Annual Fund campaign, and personal acknowledgment of this fact encourages consistent giving. Swarthmore note cards and pre addressed postcards are available through the Annual Giving office. Postage is also provided. Just ask. Gift Giving Options and Extras Leadership Gifts As you know, Swarthmore s average Alumni Fund gift is low compared to peer institutions (see page 5.) To help improve our average gift size, we promote several leadership gift levels. If they are asked, many alumni increase their gift to be included among the next level of leadership giving. Leadership giving demonstrates an alumni s special interest in the College. Leadership donors are recognized in a special section of the annual Report of Gifts. If you can identify classmates who are in a position to join one of the leadership clubs, please make sure they are asked to increase their support. Leadership Levels Parrish Pillars $100,000 and over Magill League $50,000 - $99,999 Michener Society $25,000 - $49,999 McCabe Council $10,000 - $24,999 Trotter Partnership $5,000 - $9,999 Garnet Leaders $3,500 - $4,999 Founders Circle $1,864 - $3,499 Adirondack Associates $100 x years out Graduates of the Last Decade (GOLD) only Matching Gifts More than 1,000 corporations offer matching gift programs that match contributions to the College by as much as four to one. Last year, the College received $166,511.73 in matching gifts to the Annual Fund. When a cash or stock gift is made, the alumnus/a should include the company s matching gift form, which will be verified by the College and returned to the company. The company will send the matching gift upon receipt of the form. Matching gifts are applicable to leadership gift levels and count toward class giving totals. There are alumni who give every year but fail to recognize that their employer will match their gift. It is very important that class agents educate their fellow classmates on this point. The donor should request a matching gift form from their personnel office, fill in the necessary information, and mail it to the Annual Giving office. The College and employer will handle all remaining paperwork. The Annual Giving office tracks matching gift companies. To find out if a company matches gifts, look on the gift site at www.gift.swarthmore.edu. Click on Company Matching Gifts, or contact the Annual Giving office. It is important to note that many companies will only match unrestricted gifts. While a few companies do match restricted gifts, all will match gifts to the Annual Fund. Credit is given for participation to alumni whose spouse works for a matching gift company. The spouse needs to 12

write the check (so his/her company will match the gift). The match will count in class giving totals and towards leadership giving levels. Gifts of Securities The Annual Fund is a great way to make a gift of appreciated securities because the donor can avoid paying taxes on the capital gains and take a deduction for the fair market value of the gift. The donor may contribute stock, mutual funds, or other securities, by contacting the Annual Giving office. Pledges Some alumni will increase their level of giving if they can pledge an amount to be paid monthly. The Annual Giving office welcomes this method of giving and will record the unpaid balance as a pledge to be paid by the end of the current fiscal year on June 30. Installment Giving Zip Check ZipCheck, the College s electronic fund transfer program, automatically debits the donor s checking or savings account for a specified amount on a monthly basis. Call the Annual Giving office to request an enrollment form with more information. Credit Card Gifts The College accepts gifts via VISA, MasterCard, American Express, and Discover. Credit and debit card gifts can be made by visiting our secure site http://gift.swarthmore.edu or by calling our 24 hour giftline at (800) 660 9714. Gifts made in Memory/Honor Memorial gifts are contributions made to the College by widows, widowers, relatives, classmates, and friends in memory of deceased alumni. Far more important than dollars is the thought that prompts this giving. Names of those memorialized through Annual Fund contributions appear in the annual Report of Gifts, printed each fall. Gifts can also be made in honor of a living classmate, relative, or friend. Names of people in whose honor a gift was given will also appear in the Report of Gifts. Tax Year vs Fiscal Year Some donors prefer to give before December 31, others prefer to give after. The timetable for the Annual Fund campaign, beginning in July and running through June, bridges two tax years to accommodate each group. The College s fiscal year for budgeting and fundraising is July 1 June 30. If a classmate says they have already given this year, you may need to explain what we mean by year. Requests for no Fundraising Literature Although we do not suggest or encourage alumni to be removed from our fundraising mailings, we will always honor any serious requests we receive. We must receive a written request from the alumnus/a before he or she can be removed from the solicitation list. We hope that by 13

continuing other non fundraising mailings to them, they will remain close to the College and will consider future financial support. Reunion Giving In 1991, the Development Committee of the Board of Managers approved the current guidelines for reunion giving. Most classes will need to first double their Annual Fund support before considering an additional restricted gift in the year of a reunion. The year before your reunion, the Annual Giving office will provide you with a copy of the ʺReunion Fundraising Guide.ʺ The Reunion Guide is also available on the Class Agent web site. Annual Giving Awards During Alumni Reunion Weekend, five trophies are presented to agents in recognition of outstanding class achievement in the Alumni Fund. Photographs of the winners appear in the Report of Gifts. President s Cup The class with the largest total gift to the Alumni Fund (excluding the 50th Reunion class). The Class of 1937 Award in Memory of Dean Hunt The class with the highest percentage of participation prior to their 50th Reunion. Water Tower Trophy The class with the highest percentage of participation among the Garnet Sages (classes that have celebrated their 50th reunion and have 20 or more solicitable members). Kay Bassett Award The class with the greatest increase in dollars raised over their previous year s gift to the Alumni Fund (excluding the 50th Reunion class). The McCabe Trophy The class with the highest percentage of participation among those who graduated within the last 10 years. 14

ALUM The code used to describe a graduate of Swarthmore College. ALNG The code used to describe a person who attended Swarthmore for at least one semester, but didn t graduate. ANNUAL FUND Annual Fund dollars are unrestricted and help support the operating budget at Swarthmore. Contributions are used to fund scholarships and faculty salaries, to purchase technology and equipment, and to maintain Swarthmore s educational facilities. The Annual Fund is comprised of the Alumni, Parents, and Friends funds. BRE Acronym for Business Reply Envelope, the pre addressed envelope enclosed with each class agent letter. CALENDAR YEAR (A.K.A. TAX YEAR) January 1 December 31. Many donors prefer to give prior to the end of the calendar year for tax purposes. Swarthmore operates on a fiscal year to bridge two tax years to accommodate each group. CAPITAL/RESTRICTED GIFTS Gifts to funds that are restricted for a specific purpose. For example, scholarships, buildings, equipment, etc. CREDIT CARD GIFTS The College accepts gifts via VISA, MasterCard, American Express, and Discover. Credit card gifts can be made by visiting our secure site: http://gift.swarthmore.edu or calling our 24 hour gift line at 800 660 9714. ENDOWMENT Funds invested by the College to support scholarships, professorships, and special projects. Principal is never used and only a fraction of the return on the investment (endowment income) is used to fund current priorities. FAMILY FOUNDATION When a gift is received from a family foundation, credit for the gift is given to the alum and counts toward class totals. FISCAL YEAR (FY) The College s fiscal year for budgeting and fundraising is July 1 June 30. If alumni say they have already given this year, you may need to explain what we mean by year. GARNET SAGE An alum who graduated 50 or more years ago. GIFTS IN MEMORY/HONOR Memorial gifts are contributions made to the College by widows, widowers, relatives, classmates, and friends in honor of deceased alumni. Gifts can also be made in honor of a living classmate, relative, or friend. Names of those memorialized/honored through Annual Fund contributions appear in the Report of Gifts, printed each fall. Any gift can be made IMO or IHO. INSTALLMENT GIVING/PLEDGES Donors are given the option to pay their pledge in installments and have until the end of the current fiscal year (June 30) to pay off the balance. (See ZipCheck.) LAPSING DONOR A donor whose gift was already received by this date last year. LEADERSHIP DONOR A donor who made a gift at a Leadership Society level (e.g. Garnet Leader) in the past or has the capacity to do so. LYBUNT Last Year But Unfortunately Not This a name used to describe donors who contributed during the last fiscal year, but not yet this fiscal year. MATCHBOX COUPLE A longtime phenomenon at the College, this term describes Swatties marrying Swatties. NEVER GIVER A term used to describe a person who has never given a gift to Swarthmore. NOT SOLICITABLE Alumni who ask to be removed from the Annual Funds solicitation lists. They still receive all other College communications, including the calendar, the Bulletin, Alumni Connection information, etc. RECAPS A report summarizing your class total giving as compared to the other alumni classes, and to compare your class giving to the prior year. ZIPCHECK The College s electronic fund transfer program, automatically debits the donor s checking or savings account for a specified amount on a monthly basis. 15