Berklee College of Music Berklee Fund Strategic Plan

Prepared by: Stephen Rodriguez, Director of the Berklee Fund

Introduction: The mission of the Berklee College of Music Berklee Fund is to obtain a large number of alumni, parent, and friends contributing to the college in the form of unrestricted gifts. Annual gifts are essential to the college; they are a steady source of funds for scholarships, and equally important, they help create and solidify engagement and involvement of alumni and members of the Berklee community, all of which benefit the student experience. The purpose of this plan is to re-evaluate the efforts of the Berklee Fund staff and plan to ensure that Fiscal Year 2010 is a success on all fronts. In Fiscal Year 2008, the most alumni in the history of the college made a gift, and in order to build upon that success we need address the issues that occurred during FY 2009. Attributing our performance solely to the economy is not sufficient and with that in mind we should determine other factors that contributed to the significant downturn in donors. By analyzing FY 2009 results and efforts we can better prepare to make FY 2010 a success and renew as many alumni donors as possible. FY 2009 Performance: FY 2009 was a difficult year for fundraising, much of which can be attributed to the current economic climate. Other issues certainly did contribute to the decline in unrestricted dollars raised as well as the fifty percent decrease in alumni donors. Other issues to consider include the timing of direct mail/phonathon, data issues, time required for Datatel training, staff changes/issues, Colleague Advancement conversion, and lack of stewarding previous years donors. Overall the phonathon raised $66,556.72 for the FY09 Berklee Fund. This is a decrease of 36.52% over the previous years efforts, with the largest decrease being the fall phonathon. We are continuing to re-evaluate our training materials and methods to ensure that our students are able to perform at their highest level, however we are struggling with the concern that it is harder to reach people via telephone. This issue is one that most institutions are facing and are attempting to resolve by better segmentation and planning as well as the use of somewhat unconventional calling times (i.e. Saturday afternoons/mornings, day calls, etc.). An issue which will be detrimental in the future is the way in which we code our phone numbers and store bad data. It has been historically demonstrated that Berklee codes phone numbers with an address code, instead of either deleting the phone number or coding the singular phone number as bad. This is one of the contributing factors to our lack of contacts and/or pledges and gifts this year, especially after the conversion to Colleague Advancement. Direct mail saw a 39.35% decrease in FY 09 compared to FY 08, from $89,505.34 to $62,839. This can be contributed to timing issues regarding the approval and signing of

letters, which led us to not begin the year aggressively with the President’s state of the college appeal. A success of the direct mail program however was the holiday card, which was a first for Berklee and brought in a little of $15,000. The most astonishing drop was in the retention rate of alumni donors, which plummeted from 55% in FY 08 to 30% in FY 09. This is a data point that is extremely important to the college and much attention needs to be paid to our past donors as we move forward, from stewardship to cultivation to ask. The return on investment for previous donors is huge compared to that of new-donors and our attentions need to be focused on this important group. Please see attached reports for specific information. Goals 2010 to 2012 Overarching Goals and Principles

Increase alumni participation rate steadily each year to around 10% by 2012

Increase retention rate for alumni donors to 60%

Increase the number of alumni giving more than $100 to 225

Increase faculty and staff participation to 15-25%

Develop Student Philanthropy Program Specific Goals (FY 10)

Hire a Data Entry Specialist/Gift Processor

Develop a marketing/solicitation plan for current year and develop three year plan

Develop a plan to introduce student giving

Examine Phonathon to ensure Berklee is maximizing ROI

1,500 alumni donors to Berklee Fund

Raise $650,000 for the Berklee Fund

Develop Plan for effective stewardship of Berklee Fund donors Strategies for Fiscal Year 2010

We will continue to evaluate solicitation and segmentation strategies throughout FY 10 while ensuring we are getting the greatest return on investment. Along with continuing the successes from FY 09 the Berklee Fund will also try innovative methods to acquire and renew donors. Below are strategies for helping us reach our intended goals. Increasing Alumni Participation:

• Target asks and solicitation plan for donors • Employ more engaged and skilled phonathon callers • Use a more detailed segmentation plan for phonathon and direct mail • Increase e-mail calendar • Increase personal solicitation • Take an active role in alumni events and alumni communications

Retaining Donors:

• Focus direct mail efforts on lybunts and sybunts • Collaborate with the Major Gifts team on loyal donors • Use the Boch challenge to retain donors and increase their support • Target FY08 and FY09 new donors specifically

Stewardship:

• Include a thank you message for donors at alumni events • ‘Sticker’ postcard to all Berklee Fund donors • “Anniversary of 1st gift” postcard to send out to first time donors in the month that

they made their first gift? Student Philanthropy Program:

• Educate students about philanthropy • Provide a one-sheet coupon to all students • Host an event during finals • “Tuition Expiration Day”

Alumni Events:

• Berklee Fund staff present at most Alumni Events • Engage alumni base • Educate alumni about giving • Personally solicit alumni

Boch Challenge:

• Use the Boch challenge on a month-month basis for specific populations Faculty and Staff:

• Change focus from alumni faculty and staff to faculty and staff based on their start date

• Form a faculty and staff giving committee • Use department heads to communicate with their staff • Two direct mail appeals

• Increased personal solicitation by Berklee Fund staff • Include a “Thank You” at the Holiday Party and BRASS Day? • Write 3 short articles for Faculty and Staff News sharing updates on Phonathon,

Berklee Fund, and reaching our goals Integrating with MGOs:

• ‘Formal’ process for identification and tracking of higher-level Berklee Fund donors

Ask Amounts:

• Rethink ask amount structure for alumni and parents • Strategy for first time donors (FY09)

Phonathon:

• Utilize the new filemaker system • Provide callers with more demographic information • Increase productivity through more active supervision by student supervisors • Award grants based on performance for incentive and retention • Segment constituents based on more factors than giving status • Ensure the messaging is accurate • Increase number of contacts • Please see attached calendar for specific calling dates and possible segmentation

Direct Mail:

• Prepare better for drop dates • Better segment based on giving status • Refine look and feel of appeals • Cut costs • Mail lybunts and sybunts four times during the year • Tie appeal into president’s mailing in June and October • Please see attached calendar for specific dates and mailings

Email/HTML Solicitation:

• Send 8 targeted email solicitations throughout the year • Acquire emails through phonathon and other data acquisition projects • Utilize emails in next day pledge notifications • Send pre and post-letter direct mail emails to recipients

Personal Solicitation:

• Director of the Berklee Fund personally solicit 75 alumni donors • Ensure MGO’s are either soliciting their BF donors or ‘pass-off’ to Berklee Fund

staff

Project FY 2008 Income year End FY 2009 Income YTD Difference 2008 vs. 2009$ Change % Change

Phonathon Fall (AF08FPH) $54,152.00 $540.00 Spring (AF08SPH) $32,233.00 $955.00 Fall (AF07FPH) $215.00 Spring (AF07SPH) $2,621.00 $100.00 Summer (AF08SUPH) $1,645.00 $100.00 Thankathon (AF09TYTHON) $405.00 Summer (AF09SUPH) $835.00 Fall (AF09FPH) $39,861.72 Spring (AF09SPH) $23,760.00Total Phonathon Income $90,866.00 $66,556.72 $24,309.28 -36.52%

Email Solicitation AF07FYHTML AF08CYEE $1,480.00 AF08NDE $70.00 AF08FYEE $25.00 AF009FALLEM $600.00 AF09FLASH $250.00AF09RE $100.00AF09FYEE $230.00Total Email Income $1,575.00 $1,180.00 -$395.00 -25.08%

Direct Mail AF07FPD - Fall ST/FC Payroll Deduction Appeal $100.00 AF07CYE - Calendar Year End Lybunt/Sybunt $2,060.00 AF07NDYE - AL-ND Year End Appeal $25.00 AF07FYE - Fiscal Year End Mailing $2,800.00 AF085WKP - 5WK Parent Solicitation $7,300.00 $1,500.00 AF08FALL - President's State of the College Appeal $51,835.34 $25.00 AF08FPD - Fall FC/ST Payroll deduction appeal $6,810.00 AF08CYE - Calendar Year End lybunt/sybunt appeal $12,795.00 $3,125.00 AF08ND - Non Donor Mailing $225.00 $70.00 AF08MLY - March Lybunt Mailing $2,035.00 $100.00 AF08FYE - Fiscal Year End Mailing $1,520.00 $2,295.00 AF08GP - Graduating Parent Mailing $3,225.00 $75.00 AF095WKP - Five Week Parent Mailing $1,500.00 AF09FALL - Fall President's Appeal $15,234.00 AF09HC - Holiday Card Appeal $14,622.00 AF09F.AL.LY - Fall Lybunt Mailing (AL) $5,659.00 AF09F.AL.LY1 - Fall 1 Year Lybunt Mailing (AL) $505.00 AF09F.AL.ND - Fall Non Donor Mailing (AL) $380.00 AF09F.AL.SY - Fall Sybunt Maling (AL) $430.00 AF09F.AL.SY1 - Fall 1 Year Sybunt Mailing (AL) $250.00 AF09F.CP.LY - Fall Lybunt Mailing (CP) $4,330.00 AF09F.CP.ND - Fall Non-Donor Mailing (CP) $3,955.00 AF09F.CP.SY- Fall Sybunt Mailing (CP) $50.00 AF09F.FP.LYSY - Fall Lybunt Sybunt Mailing (CP,FP) $500.00 AF09FYE -Fiscal Year End Mailing $14.00 AF09MLY - March Lybunt Mailing $5,075.00 AF09MLYAL - March Lybunt Mailing (AL) $2,490.00 AF09MLYCP - March Lybunt Mailing (CP) $425.00 AF09MLYFP -March Lybunt Mialing (FP) $230.00Total Direct Mail Income $87,505.34 $62,839.00 -$24,666.34 -39.25%

Personally Solicited Gifts $109,427.00

Unsolicited Gifts $358,089.98

Grand Total $676,026.32 $598,092.70 -$77,933.62 -13.03%

Donor Count 2624 1640 -984 -37.50%

Alumni Donor Count (to all funds) 2,078 1052 -1,026 -49.37%

New Alumni Donor Count 627 167 167 167

Overall Average Gift $174.80 203.2 $28.40 13.98%

FY 2009 Goal FY 2009 Actual % of Goal$710,000 $598,092.70 84.24%

submitted: S. Rodriguez 06/10/09

Berklee College of MusicBerklee Fund Gifts Report

Fiscal Year 2009thru May 31, 2009

Fiscal Year 2002 2003 2004 2005 2006 2007 2008 2009

Income $203,001.75 $219,242.52 $283,253.92 $351,899.14 $403,831.13 $600,223.83 $676,026.32 $598,092.70

Percent Growth N.A 8.00% 29.20% 24.23% 14.76% 48.63% 12.63% -11.53%

Berklee College of MusicBerklee Fund Income Report by Year

Fiscal Year 2009thru May 31, 2009

$203,002$219,243

$283,254

$351,899

$403,831

$600,224

$676,026

$598,093

$0.00

$100,000.00

$200,000.00

$300,000.00

$400,000.00

$500,000.00

$600,000.00

$700,000.00

2002 2003 2004 2005 2006 2007 2008 2009

Berklee Fund by Fiscal Year

Month June July August Sept. Oct. Nov. Dec. Jan. Feb. March April May

AF Dollars FY07 $30,929.64 $38,175.51 $48,657.04 $51,877.04 $61,566.75 $116,203.19 $260,924.42 $297,700.56 $344,845.11 $370,055.27 $433,813.76 $600,209.83

AF Dollars FY08 $21,629.30 $47,409.68 $57,102.02 $85,514.97 $125,252.27 $170,647.69 $342,305.97 $381,314.19 $416,192.51 $442,632.84 $494,209.06 $676,026.32

AF Dollars FY09 $22,811.67 $40,066.38 $46,280.21 $69,069.98 $136,748.77 $152,543.15 $316,448.05 $355,194.10 $373,966.62 $416,258.52 $558,328.14 $598,092.70

Berklee College of MusicBerklee Fund

Berklee Fund Dollars Month by Month ComparisonThrough May 31, 2009

-$75,000.00

$25,000.00

$125,000.00

$225,000.00

$325,000.00

$425,000.00

$525,000.00

$625,000.00

$725,000.00

June

July

Aug

ust

Sep

t.

Oct

.

Nov

.

Dec

.

Jan.

Feb.

Mar

ch

Apr

il

May

AF Dollars FY07AF Dollars FY08AF Dollars FY09

Dollars per month : June July August Sept. Oct. Nov. Dec. Jan. Feb. March April MayAF Dollars FY07 $30,929.64 $7,245.87 $10,481.53 $3,220.00 $9,689.71 $54,636.44 $144,721.23 $36,776.14 $47,144.55 $25,210.16 $63,758.49 $166,396.07

AF Dollars FY08 $21,629.30 $25,780.38 $9,692.34 $28,412.95 $39,737.30 $45,395.42 $171,658.28 $39,008.22 $34,878.32 $26,440.33 $51,576.22 $181,817.26

AF Dollars FY09 $22,811.67 $17,254.71 $6,213.83 $22,789.77 $67,678.79 $15,794.38 $163,904.90 $38,746.05 $18,772.52 $42,291.90 $142,069.62 $39,764.56

$0.00

$20,000.00

$40,000.00

$60,000.00

$80,000.00

$100,000.00

$120,000.00

$140,000.00

$160,000.00

$180,000.00

$200,000.00

June July

Augu

st

Sept

.

Oct

.

Nov.

Dec

.

Jan.

Feb.

Mar

ch

April

May

AF Dollars FY07AF Dollars FY08AF Dollars FY09

Month June July August Sept. Oct. Nov. Dec. Jan. Feb. March April May

Alumni AF Donors FY07 53 58 62 64 196 491 768 834 944 1172 1353 1537Alumni AF Donors FY08 83 96 113 159 322 576 958 1055 1226 1480 1714 1952Alumni AF Donors FY09 98 129 139 166 203 285 578 629 691 809 909 992

Berklee College of MusicBerklee Fund Alumni Donor Cumulative Growth by Month and # of Alumni Donors by Month

Fiscal Year 2009thru May 31, 2009

53 58 62 64196

491

768834

944

1172

1353

1537

96 113 159

322

576

9581055

1226

1480

1714

1952

98 129 139 166 203285

578 629691

809909

992

83

-300

200

700

1200

1700

2200

June July August Sept. Oct. Nov. Dec. Jan. Feb. March April May

Alumni AF Donors FY07 Alumni AF Donors FY08 Alumni AF Donors FY09

Donors per month: June July August Sept. Oct. Nov. Dec. Jan. Feb. March April MayAlumni AF Donors FY07 57 5 4 2 132 295 277 66 110 228 181 184Alumni AF Donors FY08 83 13 17 46 163 254 382 97 171 254 234 238Alumni AF Donors FY09 98 31 10 27 37 82 293 51 62 118 100 83

Alumni Donors per month

57

5 4 2

132

295277

66

110

228

181 184

83

13 17

46

163

254

382

97

171

254

234 238

98

3110

2737

82

293

5162

118100

83

0

50

100

150

200

250

300

350

400

450

June July August Sept. Oct. Nov. Dec. Jan. Feb. March April May

Alumni AF Donors FY07Alumni AF Donors FY08Alumni AF Donors FY09

Alumni Retention FY2009

0

500

1,000

1,500

2,000

369 430359

376 514

886

640

201 159162 206

394

357

130

291

124

112235

706

627

282

20032004

20052006

20072008

2009

Lybunts Sybunts New Donors

49.94% 50.35%59.40%

62.91%54.89%

30.79%

Alumni Berklee Fund Donors by levels for FY 2009

0

100

200

300

400

500

173

310

222

24

191

39

6 1610

21

$0-24.99$25-49.99

$50-74.99$75-99.99

$100-199$200-299

$300-499$500-999

$1,000-4,999$5,000-9,999

$10,000+Average Gift - $170.87Mode Gift - $25.00

FY 2008 Year End FY 2009 Actual FY 2009 Goal % of Goal % Growth

Alumni $112,323.42 $164,292.18 $120,000.00 136.91% 46.27% without EB=$89,292.18

Parents (Current Former) $132,645.29 $75,817.00 $150,000.00 50.54% -42.84%

Friends (including HO, PAC, FPAC, FTE, TE) $122,924.38 $96,954.00 $125,000.00 77.56% -21.13%

Board of Trustees $145,550.00 $50,000.00 $145,000.00 34.48% -65.65%

Corporations and Foundations $118,569.19 $181,076.40 $125,000.00 144.86% 52.72%

Faculty and Staff $44,014.04 $28,408.12 $45,000.00 63.13% -35.46%

Students N/A $1,545.00

Grand Total $676,026.32 $598,092.70 $710,000.00 84.24% -11.53%

Alumni Donors Alumni Donor Goal % of Goal

977 2400 40.71%

Alumni Participation Rate *These numbers are skewed because of Donors paying by Donor Advised Funds

2.95%

5PR $225.00 # ALU $164,292.18 # CP $57,755.00 # CRP $32,167.25 # DAF $15,800.00 # FAC $2,021.00 # FFC $30.00 # FOU $127,400.00 # FP $10,840.00 # FPA $25,000.00 # FRI $21,004.00 # FST $1,086.00 # FTR $3,000.00 # HO $650.00 # ORG $5,709.15 # PAC $47,200.00 # PAR $6,997.00 # STF $25,271.12 # STU $1,545.00 # TE $100.00 # TR $50,000.00 #

submitted: S. Rodriguez 01/09/09

Berklee College of MusicGoals by Constituency*

Fiscal Year 2009thru May 31, 2009

FY 2002 FY 2003 FY 2004 FY 2005 FY 2006 FY 2007 FY 2008 FY 2009

Fall $48,508.73 $42,673.00 $56,723.77 $34,041.00 $32,493.00 $49,061.01 $54,152.00 $39,861.72

Spring $12,748.00 $22,496.00 $12,582.93 $14,678.00 $16,750.00 $43,954.00 $32,208.00 $23,760.00

Thankathon $405.00

Summer $1,645.00 $835.00

Total $61,256.73 $65,169.00 $69,306.70 $48,719.00 $49,243.00 $93,015.01 $88,005.00 $64,861.72

Difference 2008 vs. 2009$ Change % Change

-$23,143.28 -26.30%

#

thru May 31, 2009

Berklee College of MusicPhonathon Peformance

Fiscal Year 2009

$0.00

$5,000.00

$10,000.00

$15,000.00

$20,000.00

$25,000.00

$30,000.00

$35,000.00

$40,000.00

$45,000.00

$50,000.00

$55,000.00

$60,000.00

$65,000.00

$70,000.00

$75,000.00

$80,000.00

$85,000.00

$90,000.00

$95,000.00

FY2002

FY2003

FY2004

FY2005

FY2006

FY2007

FY2008

FY2009

SummerThankathonSpringFall

Phonathon Results by Fiscal Year

$0

$15,000

$30,000

$45,000

$60,000$56,724

$34,041$32,493

$49,001$51,885

$39,862

$12,583 $14,678 $16,750

$42,069

$32,208

$23,760

$1,240

20042005

20062007

20082009

Title

Fall Spring Summer

Parent Retention FY 2009

0

175

350

525

700

216 241225

204195

140199

87108

78 111

77

4545

248253

168202 251

266247

2003 2004 20052006

20072008

2009

Lybunts Sybunts New Donors

43.7% 37.3% 43.3% 37.7%

27.8% 44.12%

0

50

100

150

33

115113

8

117

36

716

11

31

$0-24.99$25-49.99

$50-74.99$75-99.99

$100-199$200-299

$300-499$500-999

$1,000-4,999$5,000-9,999

$10,000+

Parent Berklee Fund Donors by gift level for FY 2009

Average Gift - $219.38Mode Gift - $50.00

Payment Method for Berklee FY 2009

6%

0%

80%

1%1%5%

7%

Credit Card Cash CheckStocks Wire Transfer Internet GiftPayroll Deduction

Berklee College of Music Berklee FundCalendar

Fiscal Year 2010 Production ScheduleAs of June 15, 2009

Solicitation Type Appeal Code Audience

Targeted Mail/Send

Date

Actual Mail/Send

Date Count Signed byProject Leader "Draft" Text Due

Date Data

Needed

4th Quarter - June Thru August

AF10 Beginning Fiscal Year Email Email AF10BFYEE 06/10/09 06/10/09 3000 Institutional Rodriguez N/A 06/02/09AF10TYPC Postcard-Sticker AF10TYPC 06/25/09 1600 Sulat 06/10/09AF10 Graduating Parent Direct Mail Appeal Letter AF10GP 06/25/09 800 L.Simpson Rodriguez 07/01/09 07/20/09

Summer Appeal - Pre-letter email Email AF10SUPRE 07/20/09 5000 Alumni Rodriguez 07/01/09 07/15/09Restricted Appeal - Pre-letter email (music therapy, music education) Email AF10RAPRE 07/20/09 5000 Alumni Rodriguez 07/20/09 07/25/09Summer Appeal - "Reunion Appeal" Letter AF10SU 07/30/09 5000 Alumni Rodriguez 07/01/08 07/15/09

Restricted Appeal - Music Therapy, Music Education Letter AF10RA 08/01/09 5000 Alumni Rodriguez 07/15/09 07/15/09Summer Appeal - Post-letter email Email AF10SUPOE 08/05/09 5000 Alumni Rodriguez 07/20/09 07/25/09

Restricted Appeal- Post-letter email (music therapy, music education) Email AF10RAPRE 08/10/09 5000 Alumni Rodriguez 08/01/09 07/30/09State of the College Pre-Letter-Email Email AF10FALLPRE 08/25/09 15000 Brown Rodriguez 08/15/09 08/15/09

1st Quarter - September Thru NovemberStaff and Faculty Postcard Appeal Postcard AF10FCSTPC 09/01/09 1000 Institutional Sulat 08/25/09 08/20/09Student Welcome Back Coupon Postcard Postcard AF10SCP 09/02/09 4000 Sulat 09/15/09 09/01/09State of the college Appeal Letter AF10FALL 09/02/09 25000 Brown Rodriguez 07/01/09 08/15/09State of the College Post-Letter Email Email AF10FALLPOE 09/15/09 15000 Brown Rodriguez 09/01/09 09/10/09CYE Sybunts and Lybunts - Pre-letter email Email AF10CYEPRE 11/05/09 5000 Student Rodriguez 10/15/09 10/25/09CYE Sybunts and Lybunts Letter AF10CYE 11/10/09 5000 Student Rodriguez 10/15/09 10/25/09Thanksgiving Email Solicitation Email AF10TGE 11/12/09 10000 Student? Sulat 09/15/09 11/11/09Thanksgiving Postcard Update - New Alumni Postcard AF10NEPC 11/18/09 1000 Institutional Rodriguez 09/15/09 11/10/09Quarter 1 Gift Use Newsletter/Email Newsletter AF10NL1 11/19/09 500 Institutional Sulat 11/06/09 11/18/09CYE Sybunts and Lybunts Post-letter email Email AF10CYEPOE 11/25/09 5000 Rodriguez 11/15/09 11/20/09

2nd Quarter - December Thru FebruaryStaff and Faculty Appeal Letter AF10CYEFCST 12/01/09 1000 faculty Sulat 11/15/09 11/20/09Holiday Card Mailing Mailer AF10HC 12/01/09 5000 Rodriguez 11/01/09 11/10/09Calendar Year End Email Solicitation Email AF10CYEE 12/28/09 15000 Rodriguez 12/01/08 12/19/09Quarter 2 Gift Use Newsletter/Email Newsletter/Email AF10NL2 01/15/10 1250 Sulat 01/05/10 01/13/10AF09 Friend of the College Appeal Letter AF10FR 01/15/10 1500 SR VP Rodriguez 01/02/10 01/05/10AF09 Vendor Letter Letter AF10VD 01/30/10 1000 SR VP Sulat 01/05/10 01/15/10Non-Donors Mailing (AL) Mailer AF10ND 02/26/10 5000 Rodriguez 01/25/10 02/25/10

3rd Quarter - March Thru MayFYE March Lybunt- AL Letter AF10MLY 03/02/10 2000 Rodriguez Rodriguez 02/25/10 02/18/10Grad Non-Donors Email Follow-up Email AF10NDPOE 03/05/10 5000 Rodriguez N/A 02/28/10

Berklee College of Music Berklee FundCalendar

Fiscal Year 2010 Production ScheduleAs of June 15, 2009

FYE Appeal Pre - letter email Email AF10FYPRE 03/15/10 7000 Student? Rodriguez 03/01/10 03/10/10Grad Non-Donors Postcard Follow-up Postcard AF10NDPC 03/20/10 5000 Rodriguez N/A 03/18/10FYE Appeal Letter AF10FYE 03/20/10 7000 Student? Rodriguez 03/02/09 03/15/10FY10 GOLD Pre - mailing email Email AF10RGPRE 04/15/10 3500 Sulat N/A 04/01/10FY 09 GOLD Mailing Mailer AF10RG2 04/25/10 3500 Sulat 03/25/10 04/20/10Quarter 3 Gift Use Newsletter/Email Newsletter AF10NL3 05/01/10 2300 Sulat 04/25/10 04/30/10Fiscal Year End Email Solicitation Email AF10FYE 05/20/10 16000 Rodriguez 05/04/10 05/18/10

Key:Postcard

Letter HTML

Mailer/CardNewsletter

Berklee College of Music Annual Fund

Fiscal Year 2010 Phonathon ScheduleAs of June 15, 2009

Date Segmentation Phonathon6/23/09 All Annual Fund FY07 Donors AF10TYPH7/7/09 New Grad information calls AF10NAPH

7/21/09 New Parent Information Calls AF10NPPH9/13/09 Alumni FYBUNTS 1980-2008 AF10FPH

10/15/09 Current Parent FYBUNTS AF10FPH11/1/09 Alumni and Parent SYBUNTS (lapsed one year) AF10FPH11/8/09 Alumni and Parent SYBUNTS AF10FPH

11/14/09 Alumni and Parent LYBUNTS who gave in Summer or Fall FY09 AF10FPH1/11/10 Pledge Reminders & Unspecified Reask AF10SPH1/24/10 Alumni FYBUNTS 1980-2008 AF10SPH2/15/10 Current Parent FYBUNTS AF10SPH3/1/10 Alumni and Parent SYBUNTS AF10SPH

3/21/10 Parent LYBUNTS and Graduating Parent calls AF10SPH4/1/10 Alumni LYBUNTS AF10SPH

4/22/10 Unspecified Reminder AF10SPH5/2/10 Pledge Reminders & Donors who gave June 09 AF10SPH