Investing in Our Future :: The Zeta Alpha Fund

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  • 1. INVESTING IN OUR FUTURE
    The Zeta Alpha Fund

2. CHAPTER FINANCES
Chapter Annual Budget: ~$40,000
5% Budgeted Savings Rate: ~$2000 / year
2006-2010: ~$10,000 in accumulated savings
3. ALUMNI BASE
Currently 33 members of Graduate Council
Growing at rate of ~15 members / year
Approx. $5000 in donations to date to CEG, Grad. Council general fund and chapter.
Approx. $500 cash in hand in Grad Council account
$3185.96 in Chapter Educational Grant Fund with Phi Kappa Tau Foundation
4. NEEDS OF THE FUTURE
Emergency fund
Operating budget for Graduate Council alumni events, administrative needs, communications, etc.
Educational grants for Bluegrass Conference, Leadership Academy, BMC Weekends, etc.
Grants to fund community service and scholarship programs and to attract and reward top-performing members
Chapter housing / facilities fund
5. THE ZETA ALPHA FUND
Endowment funded by chapter savings and alumni donations
Professionally managed and invested
Distributions issued as grants by Graduate Council Board of Directors after fund balance reaches $25,000
Zeta Alpha Society: alumni giving $19.06 / month
6. FUND MANAGER BRAD DOZIER
JD, CFP, ChFC
President, Capstone Financial
Divisional Vice President, AXA Advisors
Referred by former BOG Financial Advisor, John Richardson
Will advise on asset allocation, mutual fund selection, cash management and quarterly distribution amounts
7. ENDOWMENT PROJECTIONS
8. PROJECTIONS EXPLANATION
Giving rate: percentage of alumni who contribute
Personal Annual Contribution: $19.06/month x 12 months
Rate of Return: estimated earnings from investments
Spending Rate: percentage of endowment issued in grants
Grants: Amount available to Grad Council for spending on alumni programming and chapter educational programs
9. WHAT WEVE ASKED FROM THE CHAPTER
Recruit top-quality fraternity men
The Zeta Alpha Fund is a great selling point in recruitment!
Practice fiscal responsibility
Pay dues on time and in full
Engage the alumni
Join the Zeta Alpha Society upon graduation
10. WHAT WE NEED FROM ALUMNI
Join the Zeta Alpha Society: $19.06 / month
Serve on the Graduate Council Board of Directors
Advise the chapter on the Board of Governors
Recruit fellow alumni to get involved
Attend alumni events continue the bonds of brotherhood!
11. CAN WE COUNT ON YOU?
Join the Zeta Alpha Society Today!

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