Reunion Class-Gift Committee Volunteer Kit
A turnkey kit for volunteer class chairs running a milestone reunion gift, with peer-solicitor talk tracks and clear limits on what volunteers may see about classmates' capacity — the FERPA/prospect-data line.
Draft: pending review
This starter document is signed off by Reunion-giving director (CASE) + privacy review by general counsel before it ships. The guardrails below define that review.
What’s inside
- Committee roles, timeline, and class-goal worksheet (participation % + dollar target + counting rules)
- Peer-to-peer talk tracks, objection handling, and 'make your own gift first' guidance
- Rules of engagement: what volunteers may be told vs. staff-only capacity data
- Honor-roll listing consent language and reunion-weekend pledge-card templates
Legal & ethical guardrails
The sector-specific compliance points this document must honor.
- Volunteers acting as agents are bound by donor-privacy; wealth-screening/rated-capacity data must not be shared with peer solicitors
- Student/enrollment-derived data is FERPA-protected and cannot be repurposed into prospect lists shared with volunteers
- Gift-counting should follow CASE reporting standards so publicized totals are not misleading
- Honor-roll publication requires donor consent and an anonymity option
Held for professional review.
The native DOCX and full working text ship only after sign-off by Reunion-giving director (CASE) + privacy review by general counsel on this exact version. The summary and review requirements remain visible in the meantime.
Not legal advice. Not legal, tax, or accounting advice. The Fundraising Co. provides educational fundraising materials and is not a law firm; nothing here creates an attorney–client relationship or substitutes for advice from professionals licensed in your jurisdiction. Laws and IRS rules vary by state and change over time. Review every document with qualified counsel before use.