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STAFF REPORT
Development Director
Julie Buderus

October 2006

Legacy Trust Fund (LTF)
LTF support progress includes:

September 2006
$ 425
2006 contributions to date
$ 48,935
2005 contributions
$ 217,405
1996 - 2004 audited total
$ 296,141
DDA and Bohemian
$ 217,500
 
$ 779,981













Additional LTF support:
Deferred Gift Annuity $ 25,000

International Workshop 2007

We have two confirmed sponsorships that total $3,000 in cash. Nine additional proposals-- that total over $40,000-- are pending for the Vancouver IWH.

NIW 2006
Sponsorship support directed to the ’06 NIW is nearing completion. To date, we have $49,325 in confirmed cash and in-kind contributions.

Grants
The Hawaiian Tourism Authority grant for certification programs is pending.
The final payment of $10,910 toward the collaborative research project with CSU and NPS was received.

Planned Giving
Our website now offers information about planned giving options and recognition through donor stories.

Travel
During the month of September, I traveled to Orlando, Florida and through southern Colorado for prospect visits. In Florida, I attended the TradeShow. The purpose was to identify and solicit additional sponsorship support for upcoming workshops. The trip was successful and we have several new proposals that are under serious consideration.

My trip through southern Colorado included a stewardship visit to Dick Taylor and a solicitation visit to Doug and Judy Knudsen.

Staff Report

1. Executive Director
Tim Merriman

2. Associate Director
Lisa Brochu

3. Membership
Jamie King

4. Publications
Paul Caputo

5. Events
Deb Tewell

6. Financial Report

7. Action Plan


Region/Section Accounts - Quarter 3, 2008


Memo

 


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