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Published byMichael Perkins Modified over 9 years ago
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Endowment Fund Update: ATLA & YOU
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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
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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
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ATLA & YOU Endowment Fund Update: ATLA & YOU Great News Total Value of the Fund (As of May 31, 2013) $333,947 5
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ATLA & YOU Endowment Fund Update: ATLA & YOU 6
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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
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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
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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
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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!
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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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