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Washington and Lee University

Washington and Lee University

Job Description for Class Agents

 

SUMMARY:
Each class has one to four lead Class Agents, and up to ten associate Class Agents, who are the principal solicitors of gifts for Washington and Lee through the Annual Fund. The success of the Annual Fund each year is driven in large part by the work of our volunteers. As a whole, W&L Class Agents are able to connect with thousands of classmates, sorority sisters, pledge brothers, teammates, and friends each year that the Annual Giving staff would not be able to personally contact alone.

QUALIFICATIONS:
Class Agents must be willing to solicit their classmates for gifts to the Annual Fund, as well as providing classmates with news and updates about W&L. Class Agents must be comfortable using email and navigating the W&L website, since those channels are the primary means of communication between the Annual Giving office and volunteers. Class Agents must make a personal commitment (gift or pledge) to the Annual Fund by September 15 of each Fund year.

RESPONSIBILITIES OF LEAD CLASS AGENTS:

  • Make an Annual Fund commitment (gift or pledge) by September 15 of each Fund year.
  • Personally contact 10-15 assigned classmates through individual phone calls, e-mails, and notes during the two outreach periods each Fund year. Outreach periods are scheduled from October 15- December 15, and again from April 1-June 30.
  • Work with your staff liaison and fellow agents to create class appeals (one each fall, one each spring) sent via email or direct mail letter.
  • Acknowledge the support of each of your assigned donors by sending a personal note of thanks.
  • During the spring outreach period, encourage the completion of pledges by those classmates with outstanding pledge balances.
  • Serve as the link between the Annual Giving office and your class' associate agent team.
  • Plan to attend Class Agents Weekend every other year (in FY15 and alternating years).


RESPONSIBILITIES OF ASSOCIATE CLASS AGENTS:

  • Make an Annual Fund commitment (gift or pledge) by September 15 of each Fund year.
  • Personally contact 5-10 assigned classmates through individual phone calls, e-mails, and notes during the two outreach periods each Fund year. Outreach periods are scheduled from October 15- December 15, and again from April 1-June 30. 
  •  Connect with your lead Class Agents regularly for status updates on your assigned classmates, as well as other pertinent information.


NOTES:

  • W&L will assist Class Agents by providing monthly reporting of all classmate gift activity, the status of prospective donors, and those donors with pledge balances through the secure website.
  • W&L will provide each Class Agent with all necessary postage stamps and stationery to facilitate contact with classmates in association with the Annual Fund.
  • W&L will reimburse the Class Agent for all reasonable expenses incurred during the course of their work for Washington and Lee. Examples of these expenses might include secretarial costs associated with letter generation, and other printing and office fees.
  • W&L will cover cost of hotel and meals during Class Agents Weekend (held every other year).
  • The Annual Fund staff will assist in the production of personalized letters, sending blast e-mails, addressing envelopes, and other tasks upon request.


If you are interested in becoming a class agent, please contact Lauren Jensen, Assistant Director of the Annual Fund, at ljensen@wlu.edu, or 540-458-8364.