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Old School Goes New: Woodberry Forest Alumni Reunion

This is the second post of EverTrue’s Reunion Month Series, a time for reflecting on best practice and new ideas around alumni gatherings. In this post Jennifer Dowling, Associate Director of Marketing and Communications at Woodberry Forest School, reflects on how her community released EverTrue at their school during this year’s reunion.

Over the weekend of April 20-22, Woodberry Forest School had the good fortune of perfect weather, nearly 500 amazing alumni and guests returning to campus for a reunion celebration, and the added excitement of the launch of our new Woodberry Forest Alumni App — the first App in the history of our 123-year-old boys boarding school.

The launch of the Woodberry Forest Alumni App was timed for reunion weekend as a bonus for returning alumni; we then announced the App broadly to all non-reunion year alumni the following week. This advance access for reunion alumni created an atmosphere of fun and excitement while giving us the chance to demonstrate the capabilities of the App and give login permissions on the spot. The bonus for us was the feedback we received and contact updates we were able to make instantly. The App was a great service to be able to offer to alumni — and it was a hit with the 5th to the 50th year reunion classes!

Immediately after reunion weekend, we announced the App to all non-reunion year classes via direct mail, electronic newsletter, Facebook, Twitter, and Linkedin, as well as in a news story on our website. Plans to manage the intake of requests had been mapped out in advance, as we prepared a response template to handle the inquiries for username and password; we wanted a consistent and pleasant message for all who wanted to sign in to use the new App.

I have listed below a schedule of events and drop dates for communication delivery as an example to help other schools map out their communication plan for an App launch:

Woodberry Forest School Reunion Weekend App Launch Schedule

Friday, April 20
5:30–9:00 Walker Lobby ~ Jesse Bardo, Jennifer Dowling, Diana Woodward
Personal demonstrations of App
Three iPads on table
Card handouts
Retractable table display
Laptop for username and password generation

Saturday, April 21
8:30–2:30 Walker Lobby ~ Jesse Bardo, Jennifer Dowling, Diana Woodward
Personal demonstrations of App
Three iPads on table
Card handouts
Retractable table display
Laptop for username and password generation

2:30–3:00 Transition to Wall Room (to coincide with wine-tasting event)

3:00–4:30 Wall Room ~ Jesse Bardo, Jennifer Dowling, Diana Woodward
Personal demonstrations of App
Three iPads on table
Card handouts
Retractable table display
Laptop for username and password generation

Tuesday, April 24
Mail post cards to all alumni
Pre-set pushpage will go to all alumni with announcement template
News article on Woodberry website

Tuesday–Friday, April 24-27
Facebook and Twitter Alumni App

Tuesday, May 1
Share EverTrue Blog on Woodberry’s Facebook page of reunion weekend coverage and App launch


Do you have an interest in sharing your reunion insights, ideas or stories? Let us know and be featured in our blog this May!

Endowment Spending & Growth Calculator

Enter your fund's current value and adjust the return, spending, and inflation sliders to see how its value in today's dollars changes over time.

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4. Continue to Steward Donors

Your relationship with the donors who give to your endowment doesn’t end when you secure their gifts. Because your endowment exists to make a difference in the long term, your supporters will want you to keep in touch about its progress. Ongoing stewardship means keeping donors updated about your endowment’s performance and impact. A report that strengthens your relationship with donors should cover:
  • The fund’s balance at the start and end of the year
  • Spending amounts and allocations
  • How the fund’s returns compare to your investment targets
  • A short narrative detailing the specific impacts the endowment achieved
Create a report for each endowment rather than sending an identical document to everyone. A donor who endowed a scholarship wants to hear about the students it supported, while a donor who endowed a building fund wants updates on construction projects.

5. Upgrade Your Endowment Management Tools

Your endowment management tools should make applying your spending policy across every fund easy. Investing in dedicated software is especially useful as your endowment grows. Handling unitization in spreadsheets might work for a few funds, but as you begin to manage dozens or hundreds of gifts, dedicated software can save your team time spent manually calculating gains and losses for each one.

Why Nonprofits Need Dedicated Endowment Management Software

Dedicated endowment software brings accuracy and consistency to every part of the management process, from tracking individual funds to improving security. See how these solutions compare to a spreadsheet-based approach: nfographic table outlining the information below.

How These Methods Compare:

In managing your endowment with traditional spreadsheets, you may see:
  • High administrative burden: Manual entry across disconnected systems
  • Limited security and audit footprints: Reduced version control and audit trail visibility
  • Difficulty with donor transparency: Spreadsheets provide only static data that is difficult to turn into custom results.
By using dedicated software, you are likely to find the following improvements:
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  • Enhanced security and audit footprint: Audit-ready reconciliation with clear tracking
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Dedicated endowment management software keeps your organization compliant while freeing up the time your team once spent manually managing spreadsheets.

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Effective endowment management begins with excellent accounting. Balance by EverTrue handles unitization, applies spending rules, and produces audit-ready reports, so your team can spend more time on the donor relationships that built the fund in the first place.
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  • Connect with the tools you already use. Pair Balance with Impact by EverTrue and ODDER by EverTrue to create and deliver compelling digital endowment reports that you can send to donors with ease.
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With Balance, your team can stop spending all your time on manual management and instead add balance to your endowment workflow.

Additional Resources

To learn more about managing your endowment and other ways that technology can help your organization, check out these additional resources: Less stress, higher endowment funds. Discover how Balance provides the organization, security, and accuracy your endowment needs. Request a demo.
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