Letter from the Chair
Thursday, December 11, 2014
As we close out 2014, I want to highlight some of the progress and accomplishments we have made as an organization and briefly look at some of our initiatives for 2015.
This was a bit of an unusual year for Giving Institute, the change in our fiscal year resulted in us having an 18 month fiscal year that concluded in July 2014. Aug. 1 started our first “normal” year on the August – July calendar. This presented a number of challenges in budgeting, reporting and, of course, our financial audit. It also presented a challenge for us in leadership, as our officers were asked to either serve for six months longer or six months shorter terms. With good work from our board members and strong support from our staff at Sentergroup we managed all of these things with very few problems.
I am pleased to report that as we conclude calendar year 2014, we do so with the largest Giving Institute membership in recent memory. At our November meetings, we welcomed Evans Consulting Group; Plenty Consulting; Richner & Richner, LLC; and Ter Molen Watkins & Brandt, LLC to the organization, bringing our membership to 44. It was a great pleasure to meet the leaders of all of these organizations – and, of course, to have Bob Evans back with us. I’m excited about the enthusiasm and energy of our members, new and old.
I hope everyone will look forward to attending the Spring meeting March 5-6, 2015, at the Scottsdale Resort & Conference Center in Scottsdale, Arizona. And, just as a reminder, the National Weather Service is predicting a colder than average winter for most of the country, so make your plans now, because when March rolls around, you will surely be ready for a couple of days in warm, sunny Scottsdale!
Also, mark your calendars for July 9 – 11 for the Summer Symposium in Boston. If you were in Vancouver, you were treated to an outstanding series of sessions put together by Sarah Howard, Rachel Hutchisson and their committee, as well as a beautiful city and, what I have heard many members describe as “the best fireworks show I’ve ever seen.” Boston promises more of the same, so please plan to join your colleagues for our signature annual event.
David H. King, President & CEO, Alexander Haas, Inc.