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Endowment Fund Update: ATLA & YOU ATLA & YOU Endowment Fund Update: ATLA & YOU Good News This Year’s Donations:  Total = $6,526  ~ 40% above annual.

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Presentation on theme: "Endowment Fund Update: ATLA & YOU ATLA & YOU Endowment Fund Update: ATLA & YOU Good News This Year’s Donations:  Total = $6,526  ~ 40% above annual."— Presentation transcript:

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2 Endowment Fund Update: ATLA & YOU

3 ATLA & YOU Endowment Fund Update: ATLA & YOU Good News This Year’s Donations:  Total = $6,526  ~ 40% above annual average of $4,700  With ATLA’s 1:1 Match = $13,052 3

4 ATLA & YOU Endowment Fund Update: ATLA & YOU Better News June 1, 2013 to May 31, 2014  ATLA is Increasing 1:1 Match  $7,500  $10,000 4

5 ATLA & YOU Endowment Fund Update: ATLA & YOU Great News Total Value of the Fund (As of May 31, 2013) $333,947 5

6 ATLA & YOU Endowment Fund Update: ATLA & YOU 6

7 Strength in Many Small Numbers: 335 Institutional Members. Nearly 600 Individual Members. If every member donated $11.00 next year, we could maximize ATLA’s $10K Match. If every member gave $100 in donations/year, the endowment would grow by $91K annually, Reaching $1M in < 5 years (w/ realized gains). 7

8 ATLA & YOU Endowment Fund Update: ATLA & YOU Strength in Many Small Numbers: When the Endowment reaches $1M, it will enable us to utlilize relatively low risk investment vehicles at current rates that yield approximately 5% or $50,000 in interest the first year we reach $1M. 8

9 ATLA & YOU Endowment Fund Update: ATLA & YOU Our Endowment Committee Members: 9  Dan LaValla, Chair  Dennis Swanson  Marti Alt  Bill Faupel Significant ATLA Staff Contributors:  Brenda Bailey-Hainer, Exec. Dir.  Marie Jacobsen, Dir. of Financial Services  Miguel Figueroa, Dir. Member Programs

10 ATLA & YOU Endowment Fund Update: ATLA & YOU 10 Looking to the 2014 Annual Conference  Presenting a detailed case statement  Offering other means of giving that will benefit donors too!

11 ATLA & YOU Endowment Fund Update: ATLA & YOU 11  Visit the Endowment Committee Table  Talk to One of our Committee Members  Give to the Endowment Fund  No Gift is Too Small to have an impact!


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