1 SWE Board of Trustees FY10 Report to the Membership Marge Inden SWE BOT Chair Membership Meeting, October 17 th 2009 Long Beach, CA.

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Presentation transcript:

1 SWE Board of Trustees FY10 Report to the Membership Marge Inden SWE BOT Chair Membership Meeting, October 17 th 2009 Long Beach, CA

FY10 Board of Trustees Marge Inden, Chair, Baltimore-Washington Angela Nickels, Treasurer, Southwest Texas Kathryn Cunningham, Secretary, Chicago Regional Carolyn Phillips, Immediate Past Chair, Houston Area Jeff Brody, Mid-Hudson Michele Fitzpatrick, New England Shoreline

3 Our Mission Manage the SWE Endowed Funds (SWE-EFI) Scholarships – national and local selection Awards – Chipp, Resnik, Motorola, Boeing, etc. Headquarters Support Invest SWE’s Contingency Reserve Fund (CRF)

Endowed Funds Permanently restricted Donor has requested a specific use Temporarily restricted Trustees decide use Long term investment horizon Goal: Increasing stream of income Maintain purchasing power after inflation 4

SWE-EFI Fund Balances 5

Endowed Scholarship Program 6

New Scholarships first given in FY10 Boston Section Scholarship Rocky Mountain Section Dorolyn Lines Scholarship Santa Clara Valley Mary Ross Memorial Scholarship 7

New Scholarships to be given in FY11 Betty Lou Bailey Region F Scholarship Region H – Scholarship #2 Rocky Mountain Section Pioneer Scholarship Rocky Mountain Section General Scholarship Endowment 8

Giving to SWE-EFI Endow a scholarship or award Donate to an existing scholarship or award Gifts of securities are welcome Tax benefits in donating appreciated securities Planned giving opportunities Planned Giving Task Force, Jill Tietjen, Chair Your gifts make the difference 9

Contingency Reserve Fund $625K withdrawal made in September 2009