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					2010 ANNUAL MEETING REPORT

RETIREMENT TRUST FOUNDATION
2010 ANNUAL MEETING REPORT

   2008-2009 Phase 1 Strategic Planning
    •   Three surveys of IAAP members
           New Mission Statement – New Focus
           Discontinue reVisions and reVisions 2.0
           Housing Subsidy for Admins in Need Program (HSAN)
           HSAN Marketing Sub-Committee
2010 ANNUAL MEETING REPORT

   2009-2010 Phase 2 Strategic Planning
    •   RTF as a Business
           Bylaws Action Team
           Parliamentarian meeting
           Management & Administrative Services Contract: HQ
           Fall and Spring Board of Trustee meetings – Relocate
           Discontinue Holiday Cards
2010 ANNUAL MEETING REPORT

   2009-2010 Phase 2 Strategic Planning cont’d
    •   RTF as a Business
            •    Policies Adopted:
                  Travel   Policy
                  Vista   Grande Grant Policy
                  HSAN     Applicant Policy
                  RTF   Branding & Logo Policy

               Discontinue RTF Reception at EFAM pre-banquet
               Renewed Property Management Contract at Vista Grande
2010 ANNUAL MEETING REPORT

   2009-2010 Phase 3 Strategic Planning
    •   RTF Going Forward
           Long Term Visioning
           Printed Annual Report
           Marketing to meet fundraising goals
           Evaluating Vista Grande profitability
2010 ANNUAL MEETING REPORT

   Vista Grande Update
    •   Not for sale
    •   95% occupied (reasonable with normal rates of turnover)
    •   Major Expenditures in 2009-10 = $72k (Contracted Upgrades or Replacements)
             Building exteriors, electrical, plumbing, roofing, parking lot,
              sidewalks
    •   Two other Major Expenditures in 2009-10 = $65k
             Heater and Air Conditioning replacements

    •   All of this and we have a balanced budget!
2010 ANNUAL MEETING REPORT

   Acknowledgements
    •   $15,000 Memorial Contribution
FAMILY OF GIVERS PACESETTERS

Kathryne Hampton, CPS/CAP W. Canada Division
Kelly Reggio, CAP           Michigan Division
Lynda Boulay, CPS/CAP       MN-ND-SD Division
Debbie Austin, CPS/CAP      California Division
Karlena Rannals, CPS/CAP    California Division
C. Joyce Hawkins, CPS/CAP   Missouri Division
2010 ANNUAL MEETING REPORT
   Acknowledgements

    •   $15,000 Memorial Contribution
    •   Pacesetters
    •   2009-2010 RTFC Members
2009 – 2010 RTFC MEMBERS

      Lina Veglia              LaNay Robbins
      Canada District          Northwest District




      Karen Kohn, CPS/CAP      Charlotte Doyle, CPS/CAP
      Great Lakes District     Southeast District




      Jean Bohinski, CPS/CAP   Bethel Banzhaf, CPS/CAP
      Northeast District       Southwest District
2010 ANNUAL MEETING REPORT

   Acknowledgements
    •   $15,000 Memorial Contribution
    •   Pacesetters
    •   2009-2010 RTFC Members
2010 ANNUAL MEETING REPORT
   Chapter Awards Recognition:
                                 Beaver Valley
    •   Up to 14 members     Rochester, Pennsylvania


                                     Palomar
    •   15 – 25 members       N. San Diego, California


                                        Atlanta
    •   26 – 50 members            Atlanta, Georgia


    •   51+ members                   Memphis
                                  Memphis, Tennessee
2010 ANNUAL MEETING REPORT

   Division Awards Recognition:

    •   Division with up to 599 members

                 Michigan Division
    •   Division with 600+ members

                         Illinois Division
2010 ANNUAL MEETING REPORT

   We’re all on the same Team

    •   Envelope
    •   RTF Booth #428 in the Office Expo
    •   RTF Office Hour: Room 307 / 4:00 - 5:00 Today
2010 ANNUAL MEETING REPORT

				
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