INVESTING IN OUR FUTURE<br />The Zeta Alpha Fund<br />
CHAPTER FINANCES<br />Chapter Annual Budget: ~$40,000<br />5% Budgeted Savings Rate: ~$2000 / year<br />2006-2010: ~$10,00...
ALUMNI BASE<br />Currently 33 members of Graduate Council<br />Growing at rate of ~15 members / year<br />Approx. $5000 in...
NEEDS OF THE FUTURE<br />Emergency fund<br />Operating budget for Graduate Council – alumni events, administrative needs, ...
THE ZETA ALPHA FUND<br />Endowment funded by chapter savings and alumni donations<br />Professionally managed and invested...
FUND MANAGER – BRAD DOZIER<br />JD, CFP, ChFC<br />President, Capstone Financial<br />Divisional Vice President, AXA Advis...
ENDOWMENT PROJECTIONS<br />
PROJECTIONS EXPLANATION<br />Giving rate: percentage of alumni who contribute<br />Personal Annual Contribution: $19.06/mo...
WHAT WE’VE ASKED FROM THE CHAPTER<br />Recruit top-quality fraternity men<br />The Zeta Alpha Fund is a great selling poin...
WHAT WE NEED FROM ALUMNI<br />Join the Zeta Alpha Society: $19.06 / month<br />Serve on the Graduate Council Board of Dire...
CAN WE COUNT ON YOU?<br />Join the Zeta Alpha Society Today!<br />
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Investing in Our Future :: The Zeta Alpha Fund

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  • Chapter has proven itself as financially sound and responsible It’s time to put the savings to work!
  • Investing in Our Future :: The Zeta Alpha Fund

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

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