Hi everyone,
Looking forward to seeing most of you at our meeting tomorrow (at 7pm, 3/2)! Thanks again for the Zoom link, Richard. https://us02web.zoom.us/j/89954023528?pwd=jMfJvJxkahLalNSZJVsuT3Y2o1Wwel.1
Here are the agenda items I’d like to discuss. Please let me know if you’d like me to add anything.
Current numbers (Matt, if any of these are going to take longer to pull together, you can bring a partial update and email the rest later):
How many people have made endowment donations
How many people have made pledges
Total outright cash raised
Total including pledges
Total endowment value to date
Status with setting up investment account with Fidelity (Matt).
Updates on implementing gift tracking, acknowledgements, and pledge reminders.
At the 3/29 concert, Taz has asked me to do the fundraising pitch after intermission. I’d love to hear ideas from the committee about the talking points you think personally are most compelling. This will need to be short and to-the-point, so I want to be strategic.
Digital housekeeping — are we ready to start saving shared files in the server after they’ve been approved? Let’s confirm best practices for that moving forward.
Thanks,
Anna
