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
Let me know if you want me to write up something more formal for future standard reporting. I'll save the other topics that I'm responsible for for the actual discussion. --- How many people have made endowment donations: 22 (including original donor) How many people have made pledges: 3 distinct pledges (some are from married couples, so I'm avoiding the "people" terminology) for $12,000 total, to be fulfilled on the following schedule: * January 2026: $2,750 of $2,750 fulfilled * January 2027: $0 of $2,750 fulfilled ($5,500 cumulative total) * January 2028: $0 of $2,750 fulfilled ($8,250 cumulative total) * January 2029: $0 of$2,750 fulfilled ($11,000 cumulative total) * January 2030: $0 of $1,000 fulfilled ($12,000 cumulative total) Total outright cash raised: $109,110 * $100,000 original donation * $2,750 fulfilled pledges * $6,360 one-time donations Total including pledges: $118,360 Total endowment value to date: $113,758 ($4,648 in money market fund dividends)
I should have finished my other outstanding paperwork before mailing this off, because included in that set of tasks were 2 additional one-time endowment donations. So, let me restate everything I reported previously, with updated numbers. (I won't make any further updates if new donations arrive today; these latest additions are from late January, but gave the outside appearance of having been regular dues transactions, and there's been no other endowment activity since the beginning of February.) --- How many people have made endowment donations: 24 (including original donor) How many people have made pledges: 3 distinct pledges (some are from married couples, so I'm avoiding the "people" terminology) for $12,000 total, to be fulfilled on the following schedule: * January 2026: $2,750 of $2,750 fulfilled * January 2027: $0 of $2,750 fulfilled ($5,500 cumulative total) * January 2028: $0 of $2,750 fulfilled ($8,250 cumulative total) * January 2029: $0 of$2,750 fulfilled ($11,000 cumulative total) * January 2030: $0 of $1,000 fulfilled ($12,000 cumulative total) Total outright cash raised: $109,635 * $100,000 original donation * $2,750 fulfilled pledges * $6,885 one-time donations Total including pledges: $118,885 Total endowment value to date: $114,283 ($4,648 in money market fund dividends) On 3/2/26 11:23, Matthew E. Dawson wrote:
Let me know if you want me to write up something more formal for future standard reporting. I'll save the other topics that I'm responsible for for the actual discussion.
---
How many people have made endowment donations: 22 (including original donor)
How many people have made pledges: 3 distinct pledges (some are from married couples, so I'm avoiding the "people" terminology) for $12,000 total, to be fulfilled on the following schedule:
* January 2026: $2,750 of $2,750 fulfilled * January 2027: $0 of $2,750 fulfilled ($5,500 cumulative total) * January 2028: $0 of $2,750 fulfilled ($8,250 cumulative total) * January 2029: $0 of$2,750 fulfilled ($11,000 cumulative total) * January 2030: $0 of $1,000 fulfilled ($12,000 cumulative total)
Total outright cash raised: $109,110
* $100,000 original donation * $2,750 fulfilled pledges * $6,360 one-time donations
Total including pledges: $118,360
Total endowment value to date: $113,758 ($4,648 in money market fund dividends)
Thanks, Matt!
On Mar 2, 2026, at 1:10 PM, Matthew E. Dawson <donations@crwe.org> wrote:
I should have finished my other outstanding paperwork before mailing this off, because included in that set of tasks were 2 additional one-time endowment donations. So, let me restate everything I reported previously, with updated numbers. (I won't make any further updates if new donations arrive today; these latest additions are from late January, but gave the outside appearance of having been regular dues transactions, and there's been no other endowment activity since the beginning of February.)
---
How many people have made endowment donations: 24 (including original donor)
How many people have made pledges: 3 distinct pledges (some are from married couples, so I'm avoiding the "people" terminology) for $12,000 total, to be fulfilled on the following schedule:
January 2026: $2,750 of $2,750 fulfilled January 2027: $0 of $2,750 fulfilled ($5,500 cumulative total) January 2028: $0 of $2,750 fulfilled ($8,250 cumulative total) January 2029: $0 of$2,750 fulfilled ($11,000 cumulative total) January 2030: $0 of $1,000 fulfilled ($12,000 cumulative total) Total outright cash raised: $109,635
$100,000 original donation $2,750 fulfilled pledges $6,885 one-time donations Total including pledges: $118,885
Total endowment value to date: $114,283 ($4,648 in money market fund dividends)
On 3/2/26 11:23, Matthew E. Dawson wrote:
Let me know if you want me to write up something more formal for future standard reporting. I'll save the other topics that I'm responsible for for the actual discussion.
---
How many people have made endowment donations: 22 (including original donor)
How many people have made pledges: 3 distinct pledges (some are from married couples, so I'm avoiding the "people" terminology) for $12,000 total, to be fulfilled on the following schedule:
January 2026: $2,750 of $2,750 fulfilled January 2027: $0 of $2,750 fulfilled ($5,500 cumulative total) January 2028: $0 of $2,750 fulfilled ($8,250 cumulative total) January 2029: $0 of$2,750 fulfilled ($11,000 cumulative total) January 2030: $0 of $1,000 fulfilled ($12,000 cumulative total) Total outright cash raised: $109,110
$100,000 original donation $2,750 fulfilled pledges $6,360 one-time donations Total including pledges: $118,360
Total endowment value to date: $113,758 ($4,648 in money market fund dividends)
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participants (2)
-
Anna Moir -
Matthew E. Dawson