Solicitation Schedule

Yale’s fiscal year runs July 1–June 30. Please use this time frame to inform your outreach to the members of your agent group.

July

  • First Half Renewal Mailing – July

September

  • Chair’s Kickoff letter – September 
  • Leadership ask letter – September
  • YAF Event: Board of Directors Meeting – September

October

  • Fall Agent Packets – mid-October 
  • Anniversary Card – October

November

  • Yale Leads Challenge Announcement – November 
  • Yale Leads Challenge – November
  • YAF Event: Assembly and Convocation – November

December

  • Calendar Year End Mailer – December Anniversary Card – December
  • Calendar Year End Participation Challenge – mid-December

February 

  • Anniversary Card 
  • Remain YaleTrue Handsome Dan  

March 

  • March Challenge  

April 

  • Pledge reminders  

May 

  • Reunion Gift Committee Themed Letters 
  • Personalized Letters for non-Reunion Classes  

June 

  • Fiscal Year End Mailer 
  • Fiscal Year End June Participation Challenge