2011–2012 | AnnuAl Fund ResouRce Book

Thank you for volunteering for Deerfield!This year we will once again set the tone by raising $5.3 million for the Annual Fund in the first year of our five-year comprehensive campaign, Imagine Deerfield. The campaign endeavors to raise $200 million on behalf of our students and teachers. Over the campaign period, The Annual Fund will cumulatively be the largest donor—a share anticipated to exceed $40 million. It’s true that our work makes Deerfield’s plans come alive.

Our volunteer leadership weekend on campus in April 2011 focused on reunion classes and current parents as the catalyst for this bold goal. Our contingent met with the Board of Trustees to learn more about the key objectives of the comprehensive campaign and to strategize outreach to peers. I ask that you now add your strength and resolve to our important work because it fuels Deerfield’s future: prepared and confident students and teachers in Deerfield’s classrooms, residences and fields of play.

This is my sixth and final year as Annual Giving National Chair and Trustee and I am proud of our results to date. My lasting memories, however, will be of all of the people who make Deerfield such an exceptional place and indeed a wonderful family. Thank you for keeping Deerfield a personal priority and for making this first campaign year a fitting launch of Deerfield’s bright future.

All the best,

Gordon R. “Zeke” Knight ’54, G’03 Annual Giving National Chair Trustee

1.

Imagine Deerfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

What the Annual Fund Accomplishes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

What Can You Do? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

The Annual Fund Steering Committee . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

How Do I Get My Classmates to Support DA? . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Methods of Giving to Deerfield . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8–9

Stay in Touch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Stay Informed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Calendar for Annual Fund Volunteers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12–13

Recent Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Deerfield Annual Fund Staff . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Donor Recognition.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Fundraising Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Deerfield Academy Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

2. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

3.

Our Comprehensive Campaign, Imagine Deerfield, will raise $200 million in support of students and teachers. Specifically, expect to hear more about the following areas:

Emphasis for Students on:

Customized Academic ProgramsClassrooms & Critical ThinkingCharacter, Community & LeadershipGlobal PerspectiveCommunity Spirit, Community Space

Emphasis for Teachers on:

Deep CommitmentLeadership and CollaborationTeaching ExcellenceGlobal Perspective

The Annual Fund will be the largest donor to the comprehensive campaign and will ask our constituents to prioritize Deerfield in their philanthropy, especially reunion alumni and current parents.

The top three priorities of Imagine Deerfield are therefore those of the Annual Fund: 1. Renewing our Faculty

(to keep current with changing pedagogy)

2. Expanding the Faculty (to create time for collaboration)

3. Student Financial Aid (to admit the very best students)

We are able to implement these initiatives immediately because of the strength of our Annual Fund.

EXPANDING THE FACULTY

Faculty need time to deepen their knowledge, learn new technology, and think about new ways of teaching. We’ll invest in additional faculty to ensure that meaningful relationships with students continue to define the Deerfield experience, even as faculty engage these new challenges in the classroom, on the field, and on the corridor.

FACULTY DEVELOPMENT AND RENEWAL

The best teaching comes through a relentless pursuit of excellence. We’ll help our teachers identify new opportunities in their lessons—new tools, techniques, and pedagogies—by delivering more data, more feedback, and more structures for collaboration. The result will be a faculty—teachers, coaches, and mentors—that is collaborative and reflective about its practices and intentional about its professional growth.

STUDENT FINANCIAL AID

To promote Deerfield’s excellence, and to prepare students for leadership in a collaborative, global community, the Academy will significantly increase its financial aid budget, ensuring that we bring worthy students from every corner of the socioeconomic landscape.

4. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

What the Annual Fund Accomplishes

This year the Annual Fund will fund four new faculty hires and an increased financial aid budget to strengthen students and faculty. In turn the quality of student-teacher interactions on campus will rise, adding additional excellence to the Deerfield experience. Your work as an Annual Fund volunteer contributes measurably to maintaining Deerfield’s standard of excellence.

ImmedIAtely Funds ImAgIne deeRFIeld pRIoRItIes

5.

What Can You Do?

With over 525 alumni volunteers and 100 parent volunteers working on Deerfield’s behalf, the shared effort of so many loyal and talented people easily leads to success year after year. Your hard work, organization and persistence will directly affect the results for your class and ultimately for Deerfield. Thank you for joining the team!

A deeRFIeld AnnuAl Fund VolunteeR…

• Makes Deerfield a priority . . .

• Makes an early gift or pledge to Deerfield in order to lead by example

• Maintains communications with assigned classmates

• Solicits classmates and thanks donors

• Gives Deerfield staff appropriate feedback

• Monitors progress through our secure Online Reporting Tool (ORT)

deerfield.edu/go/ORT

Released in March 2010, Deerfield’s online tool makes volunteering simpler because up-to-date information is at your fingertips any time you need it. Log on to view your assigned classmates and check on their status anytime. You can contact your assignments through the tool, easily and confidently. Don’t hesitate to call the Annual Giving office for help at (413) 774-1460.

6. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

CLASS RESPONSIBILITY ANNUAL FUND STEERING COMMITTEE & CONTACT INFO

Annual Giving National ChairTrusteeGrand Classes

Gordon R. Knight ’54 G ’03 (Zeke)Home: (858) 271-8999gordon.zeke.knight@gmail.com

Classes 1950-1959Richard F. Boyden ’52 (Dick)Home: (508) 477-4014dboyden@cape.com

Classes 1960-1964Robert S. Lyle II ’64 P’91, P’95 (Bob)Home: (203) 655-3943captainlyle@optonline.net

Classes 1965-1969Andrew R. Steele ’65 (Andy)Work: (603) 646-3279andy.steele@dartmouth.edu

Classes 1970-1979Art Dwight ’79 (Art)Home: (703) 300-9521art@onedecision.com

Classes 1980-1984Frank Reichel ’82 (Frank)Work: (804) 353-4500freichel@tswinvest.com

Classes 1985-1989Andrew Bonnano ’87 (Andy)Home: (203) 656-4047andrew.p.bonanno@gmail.com

Classes 1990-1994Daniel B. Garrison ’94 (Dan)Work: (617) 434-9745 Cell: (617) 285-3799daniel.b.garrison@ustrust.com

Classes 1995-1999Amy Sodha Harsch ’97 (Amy)Cell: (646) 256-1351amy.sodha@gmail.com

Classes 2000-2004Lisa Hilberg Craig ’00 (Lisa)Home: (518) 583-6723lisa.hilberg@gmail.com

Classes 2005-2010Nicholas Z. Hammerschlag ’04 (Nick)Cell: (917) 816-1744nhammerschlag@gmail.com

Serves as a resource for volunteer leaders and is a direct link between volunteers and the Annual Giving Office at Deerfield through regular direct contact with class captains.

The Annual Fund Steering Committee

7.

How Do I Get My Classmates To Support Deerfield?

While there is no single “best” way to secure gifts for Deerfield, certain things do tend to lead to more success.

1. Give: Make your own gift or pledge before you begin your

calls. This makes it possible for you to invite every classmate to

join you in supporting Deerfield this year.

2. Prepare: Know who you plan to call and what you

would like them to give. Consult the online reporting tool

deerfield.edu/go/ORT before calling. Familiarize yourself

with current information about Deerfield so that you feel

confident talking about the school of today.

3. Ask: Most people simply do not give until they are asked.

4. Thank. Thank your classmate for the conversation no

matter how long or short, and pass on relevant information

to Annual Giving staff. The personal touch is by far the best

use of your time.

Your organization, determination and follow through will

directly affect the results for your class. Thank you for

“making the ask” for Deerfield. We simply could not sustain

our excellence without you.

8. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

1. Credit Card:

a. Online at: deerfield.edu/give. In addition to one-time gifts, recurring giving can be established here. Gifts can be made yearly, quarterly or even monthly, automatically, for up to three years. Deerfield accepts American Express, MasterCard and Visa. No login is necessary.

b. Phone: Donors may call 413.774.1460 during regular business hours to make a gift.

c. Mail: Donors can mail credit card gifts to:

Deerfield Annual FundP.O. Box 306Deerfield, MA 01342

Remember to include:

• The card type (Amex/MasterCard/Visa), account number, and expiration date

• The amount of the donation• The name, as it appears on card, alumni class, billing

address (and donor ID if known, can be found on Deerfield magazine label…it begins with “D00……”)

• Never email or fax your credit card information to make a gift to Deerfield.

2. Check: Checks can be made payable to Deerfield Academy. The mailing address is:

Deerfield Annual FundP.O. Box 306Deerfield, MA 01342

Methods of Giving to Deerfield

9.

3. Securities: Please notify our office of all potential stock transfers, including name of security and number of shares. Unidentified transfers can delay official acknowledgement of the gift.

• Donor conveys to his/her broker the amount or total shares designated to Deerfield Academy

• The broker will transfer stock to:

The Account of Deerfield Academyc/o Ms. Loretta PriceJ.P. Morgan Clearing CorpOne Metrotech CenterNorth Brooklyn, NY 11201Phone: (212) 888-6197Fax: (212) 888-2349DTC# 352, Account number: 865-76070-19

• Donor calls Deerfield to notify us of the transfer: (413) 774-1460.

• If you have questions or stock certificates to transfer, contact: Debra Diemand, Director of Administrative Services (413) 774-1839.

4. Matching Gifts: Corporate Matching Gifts contribute more than $200,000 per year to Deerfield. Individuals receive donor recognition for their initial gift PLUS the amount of their matching gift.

• Encourage classmates to seek a match through their companies or through their spouses’ companies.

• The donor must initiate the matching gift through his/her own company, usually online or with their Human Resources office.

• A listing of companies who will match gifts to Deerfield is available on Deerfield’s online giving page or: matchinggift.com/Deerfield.

5. Planned Giving: Planned giving programs benefit Deerfield while offering tax advantages and/or income to the donor. They are characterized by a desire to “perpetuate giving” through a will, a trust, an annuity or some other planned vehicle and are recognized by membership in the Frank L. and Helen C. Boyden Society. For more information contact Linda Minoff P ’09,’10, Director of Planned Giving at lminoff@deerfield.edu or (413) 774-1872.

10. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

Stay in TouchThe Annual Fund volunteer can help classmates define their relationship with the school, and then facilitate that relationship.

Please let us know when:

• Classmate contact information has changed

• A classmate doesn’t wish to receive certain mailings

Email to: annualsupport@deerfield.edu or 413.774.1460

• A classmate has news to share

Email to: classnotes@deerfield.edu or mail to

Deerfield Class NotesP.O. Box 306Deerfield, MA 01342

Class notes appear in the Deerfield Magazine and are subject to editorial discretion and printing deadlines

Of course, classmate information, including address and giving information, is to be held in the strictest confidence and used solely for the purpose of defining or strengthening their relationship with Deerfield.

11.

You are Deerfield Academy’s greatest advocate. No publication, public appearance or letter can take the place of an enthusiastic update from a friend who not only understands what’s happening at Deerfield today, but also understands what supporting it will mean to his or her generation of Academy graduates.

ResouRces

• Head of School Letter: Margarita Curtis continues this tradition with a detailed letter twice a year to the entire Deerfield community.

• deerfield.edu provides many features, including links to campus news and volunteer specific resources. Subscribe to Deerfield’s RSS feed to keep up with current news.

• Facebook, Twitter, LinkedIn, Flickr, YouTube: links to all things “Deerfield” in social media can be located off the deerfield.edu site.

• The Scroll: The most current issue can be found at scroll.deerfield.edu.

• Deerfield Magazine: Typical publication dates are September, January and June.

• Deerfield Today: e-newsletter from the Executive Committee of the Alumni Association

• Deerfield Events: A great opportunity to hear about DA first-hand. For a schedule see deerfield.edu/alumni.

• A Visit to Campus: You are welcome to visit anytime, just let us know!

• More Volunteer Resources can be found at: deerfield.edu/go/ORT under “Resources” tab or at deerfield.edu/alumni under “Volunteer for Deerfield”.

Stay Informed

12. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

2011

septemBeR

• Volunteer Focus: Finalize class agent teams, draft Class Letter, collect class notes for Winter Deerfield Magazine (notes due early September)

• Make your own gift or pledge

octoBeR

• October 7: Volunteer Workshop in NYC

• Volunteer Focus: Re-familiarize yourself with ORT (Online Reporting Tool) and volunteer resources, Finalize calling assignments, Finalize Class Letter

noVemBeR

• Volunteer Focus: Reach out to EOCY (end of calendar year) donors

decemBeR

• Volunteer Focus: Call EOCY (end of calendar year) donors to secure end of calendar year giving

Calendar for Annual Fund Volunteers

13.

2012

JAnuARy

• Volunteer Focus: Thank You Notes to EOCY donors!

FeBRuARy

• Volunteer Focus: Second Class Letter due

mARcH

• Volunteer Focus: Strategize best way to reach remaining donors and April Donor Challenge success.

ApRIl

• Volunteer Focus: April Donor Challenge! Every donor counts toward class prizes

•April Challenge Phonathon Day: Come to NYC or call from home using ORT

mAy

• Volunteer Focus: Calls to all lapsed donors (LYBUNTs especially!)

June

• Volunteer Focus: Final calls to reach participation and dollar goals.

• Mid-June: Student phonathon and follow up mailings

July

• Volunteer Focus: Thank the donors in your class who have helped to make the Annual Fund campaign a success.

The highlights here express the basic actions that are needed from class volunteers on a month-by-month basis. More outreach, class letters, organization, team conference calls and events are always encouraged!

* Please plan on two weeks for your letters or emails to reach classmates once the final text is in the annual giving office.

Calendar for Annual Fund Volunteers

14. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

AnnuAl Fund 2010-2011

Total dollars raised were $5,225,612 with 48% alumni and 65% parent participation. The outreach of our 600+ volunteers clearly helped Deerfield’s message stay strong and made all the difference in the end. Thank you so much.

We are especially grateful for the following results:

• Largest Dollar Total: Class of 1984—$278,922

• Post-50th Reunion Participation: Class of 1952 – 101%

• Participation 20–50 years out: Class of 1979 – 84%

• Participation 1–19 years out: Class of 2010 – 74%

ApRIl donoR cHAllenge Results 2011

Most Donors in April

• Class of 1979 with 113 donors, 1st place

• Class of 1964 with 84 donors, 2nd place

• Class of 1983 44 donors*  

• Class of 1974 38 donors*  

• Class of 1966 with 32 donors, 3rd place $1,797

Most Improved: April 2011 Compared to April 2010

• Class of 1983 +37 donors, 1st place

• Class of 1974 +30 donors, 2nd place

• Class of 1966 +20 donors*

• Class of 1964 +16 donors*

• Class of 1977 +10 donors, 3rd place tie

• Class of 2009 +10 donors, 3rd place tie

*Challenge rules stipulate a class may only win in one category

Finally, we were victorious again in our third Choate Challenge; defeating Choate Rosemary Hall in a fall donor challenge specifically for the youngest ten classes.

Recent Results

15.

Annual Giving Staff

Our job is to give you the tools you need to easily do your job and have fun doing it. If you require a report or a pep talk, some thank you cards or help writing a class letter, call or email us right away!

TBD Assistant Director Classes 1993-2011

John G. Knight ’83 Director Annual Giving Classes 1952, 1982-1992

o: (413) 774-1411 c: (413) 522-2555 jknight@deerfield.edu

Jenn Bealer Assistant to Annual Giving Classes 1936–1961

o: (413) 774-1460 jbealer@deerfield.edu

Betsey Dickson ’94 Assistant Director Classes 1964-1981

o: (413) 774-1469 c: (413) 335-9962 edickson@deerfield.edu

16. A CAMPAIGN FOR DEERFIELD STUDENTS AND TEACHERS

Donor Recognition

Imagine Deerfield, our comprehensive campaign for students and teachers,

will dramatically improve how we deliver a world class education. Our grateful

recognition of support will follow these guidelines.

tHe 1797 socIety

Named in honor of the year in which Deerfield Academy was founded, the Society

has five levels, which recognize donors who contribute $5,000 or more during the

fiscal year:

Presidents Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . $100,000 and above

Headmasters Circle . . . . . . . . . . . . . . . . . . . . . . . . $50,000–$99,999

Heritage Circle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $30,000–$49,999

Founders Associates . . . . . . . . . . . . . . . . . . . . . . . .$15,000–$24,999

1797 Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 5,000–$14,999 classes 1929-1992

1797 Member . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$ 1,797–$14,999 classes 1993-2011

AddItIonAl RecognItIon

Eighty percent of our donors give at levels below the 1797 Society and we are sin-cerely grateful for their gifts and the vote of support that is characterized by them.

The Green & White. . . . . . . . . . . . . . . . . . . . . . $1–$4,999 classes 1929-1992

The Green & White. . . . . . . . . . . . . . . . . . . . . .. $1–$1,796 classes 1993-2011

17.

Fundraising Glossary of Terms

Acknowledgement: A receipt that acknowledges a gift or pledge, generated by Deerfield’s gift processing.

Annual Fund: Gifts of cash or securities which make an immediate impact for Deerfield by funding our ability to attract the best students and teachers and allow them to learn on our beautiful campus.

Endowment: Gifts to the academy that remain invested and are spent using a conservative draw formula ensure financial stability for the long term

Fiscal Year: The school’s financial year which runs from July 1–June 30.

LYBUNT: Solicitable donors who contributed “Last Year But Unfortunately Not This” year.

Matching Gift: Alumni may request that donations be directed to Deerfield through their employers’ (or their spouses’) matching gift programs, by contacting their employers. Company programs may be reviewed at matchinggift.com/Deerfield.

NOS: Any Deerfield constituent who does not wish to be solicited for support can be coded NOS (“No Solicit”) based on a call, email or written request. For a full list of constituent codes see the Resources tab at deerfield.edu/go/ORT.

Parent Giving: Gifts of cash or securities made by current parents which make an immediate impact for Deerfield by funding our ability to attract the best students and teachers and allow them to learn on our beautiful campus.

Participation Rate: The percentage of solicitable members of a class who donated in a given campaign year.

The 1797 Society: Recognition of donors who contributed $5,000 or more during the fiscal year. Prior to the 20th reunion year, the qualifying amount is $1,797.

SYBUNT: Solicitable donor who contributed “Some Year But Unfortunately Not This” year.

Head of School: Dr. Margarita O’Byrne Curtis H’57

Enrollment: 634 in Grades 9–12

Boarding: 558

Day: 76

Male: 322

Female: 312

States Represented: 39

International: 92 students from 31 foreign countries

Students of Color: 27% of the Student Body

Admissions Applications: 2,361

Admitted Students: 311, 13.5% admit rate

Matriculated Students: 202, 65% enrollment rate

Tuition: Boarding $45,450, Day $32,575

Financial Aid: 2011–12 Financial Aid budget is $7 million

• 35% of Deerfield Students receive financial aid.

• The average Financial Aid award for boarding students was $36,208

• The average Financial Aid award for day students was $19,266.

Faculty: 115 Degrees held: Bachelors (29), Masters (64), Doctorates (22)

Average Class Size: 12 students Student/Teacher ratio: 5.6/1

College Counseling: Colleges most attended between 2006 and 2010:

BowdoinBrownBucknellColbyColgateCornellDartmouthDuke

GeorgetownHamiltonHarvardMiddleburyMITU. PennsylvaniaPrinceton

U. RichmondStanfordTrinity (CT)TuftsU. VirginiaWilliamsYale

Information 2011–2012