Alpha Phi Omega-Theta Alumni Association Endowment Fund

1
Alpha Phi Omega-Theta Alumni Association
Endowment Fund

• An investment in
• the future of service

2
APO-Thetas Service Program

• For over 70 years, APO-Theta has performed a
  broad scope of service in the Charlottesville
  community and on UVA grounds, including
• Chairing blood drives
• Improving Ivy Creek, Camp Holiday Trails, Barrett
  Day Care
• Supporting Garrett Square and Westhaven
  communities
• Starting the University Escort Service
• Renovating the Fluvanna County Community Centers
• Supporting the Boy Scouts and Girl Scouts
• Amazingly, the chapter has performed these
  activities with no outside financial support.

3
Why is outside financial support a priority?

• Current service project funding comes from
  chapter dues, the occasional car wash, etc.
  meager resources at best
• More groups approach APO-Theta to do service
  every semester, often needing APO-Theta to supply
  wood, materials, and tools
• Chapter brothers are willing, but do not have the
  financial means to fulfill all requests
• For this reason, providing a means to enhance and
  preserve APOs service program has become a
  priority for many brothers and alumni

4
The means to enhance preserve Thetas service
program

• To provide financial support to the service
  program, a former long-term advisor of APO-Theta
  has presented a challenge grant to the alumni of
  Theta chapter
• He will donate 10,000.00 towards the development
  of an APO-Theta Endowment Fund provided that
  Theta alumni match his donation by raising an
  additional 40,000.00 by February 2004, Theta
  Chapters 75th Anniversary.

5
APO-Theta Alumni Association

• State of Virginia Non-Profit Organization
• 501(c)(3) Status is Being Researched
• Purposes
• Gather for Organized Service and Social Events
  Outside of Pledge Projects
• Coordinate with the Chapter to Maintain Accurate
  Alumni Database and Inform Alumni of Chapter
  Events
• Steward The Service Trust

6
Alumni Association Structure

• First Meeting, October 21, 2001
• Bylaws Passed
• Membership Dues-paying Superbrothers (10/year)
• Officers Elected for Two Year Terms
• President Jackson Moore (Fall 89)
• Secretary Adam Goldsmith (Fall 96)
• Treasurer Keith Roots (Spring 83)
• Chapter Liaison Elizabeth Malakie (Fall 99)
• Board of Trustees Elected Terms Expiring
• 2002 Jeff Evans (Spring 98) Katya Zablotney
  (Spring 87)
• 2003 Jamie Hale (Spring 93) Jennifer Milan
  (Spring 94)
• 2004 Chris Plasencia (Spring 98) Dave
  Wilkinson (Spring 97)
• Meetings At least twice a year on Pledge
  Project Weekends.

7
How the Endowment Will Work

• Alumni Donations Will Fund the Endowment
• Chapter Will Get The Endowments Income
• Estimated 5 a year (1,500/year for 30,000 in
  principal, 2,000/year for 40,000 of principal)
• Funds will benefit APO-Thetas Service Program
• Chapter will make specific requests for funds
• Alumni Trustees Will Manage The Endowment
• Funds must benefit APO-Thetas Service Program
• Trustees have discretion regarding distributions.
  
• No funds for non-service activities (bylaws)
• No funds for the Alumni (bylaws)
• Board will meet on Pledge Project Weekends

8
Fundraising Goal 40,000

• (In addition to 10,000 challenge grant)
• Presently (April 2002) raised 16,000
• Need to raise an additional 24,000
• Goal may increase due to brothers support
• Deadline Thetas 75th Anniversary
• February 9, 2004

9
How can I help?

• Support the Endowment
• Maximizes Chapters Benefits from the Endowment
• Spread Your Pledge Payments Over Two Years
• Become active in the Alumni Association
• Meetings Two More Reasons to Visit Cville
• Only 10 per Year Covers Mailing Expenses
• Participate in Alumni and Chapter Activities
• June 02 Service Project in Richmond
• Next Meeting Pledge Project Weekend Fall 02
• Tell us whats going on with you!