1	Galt Gardens Revitalization Rotary Centennial Project Presented by: Darrell Alexander Gord Jong Mark DeBlois December 13, 2004
2	Here’s how it all started…. March 31, 2003 "That the Rotary Club of Lethbridge undertake as a 2005 Rotary Centennial project, the Galt Gardens Enhancement project, in conjunction with the City of Lethbridge, by committing $200,000."
3	From March 31, 2003 OPPORTUNITIES Community to reenergize the revitalization project Alignment to other downtown initiatives Resources available Leverage of funding
4	From March 31, 2003 PROCESS Establish project committee (Rotary inclusive) Update plan (3-6 months) Secure funding support for preferred proposal Construct project in 2004
5	Committee members (Rotarians) Darrell Alexander Mark DeBlois Dallas Harty Marilyn Smith Bev Lanz (East)
6	"Thus we have 2 clear..." Thus we have 2 clear obligations: Raise the $200,000 seed money through regular Service funds projects Work with city to develop and design a park plan that will meet the needs of the citizens of Lethbridge, and Rotarians Work closely with the project to ensure the balance of the fundraising is successful.
7	How we got to a plan. Since our initial commitment we have worked closely with a City committee of City senior management, Rotarians, and citizens at large, to develop what is now “the plan”. Alderman Leslie Vaala, Vice-Chairman Dave Mitchell, Parks Open Space Planning Manager Darrell Alexander – Downtown Rotary Club Bev Lanz, Downtown Lethbridge Garth Balls – LandPlan Associations Ltd Mark DeBlois, KMPG Robert Hirano – Hirano & Heaton Architects Ltd. Nick Paladino – County of Lethbridge Sheila Buelow – Leisure Services Coordinator Randy Ward – Police Services Dave Cronkhite – Development Services Manager Ted Stilson – Downtown Lethbridge Ray Waddle – Parks Department
8
9
10
11
12
13	"Multiple washroom & storage upgrade" Multiple washroom & storage upgrade
14	Progress report towards our $200,000 initial commitment. Presented by Gordon Jong- Club Treasurer Surpluses from previous years $ 76,000 Funds to be raised (2004/5) $ 68,000 Black Tie Bingo $40,000 Casino (low estimate) $20,000 Dragon Boat Festival $ 3,000 Winterfest $ 5,000 Less annual Service expenses $ (40,000) Approx funds available $104,000
15	Disclosure Presented by Gordon Jong- Club Treasurer Sufficient funds are available in club account to service all regular club expenses These stated reserves are surpluses carried forward after all conventional Service projects are completed and funded. Service reserves will be used Based on October 31 financial information Board to establish reserve retention policy
16	"Future fundraisers" Future fundraisers Centennial Party $20,000 Website Advertising $ 1,000 Spring Lottery $20,000 Casino (balance of funds) $ 6,000 Likely additional funds $47,000 Probable total by June 30, 2004 $151,000 (76%)
17	Galt Gardens Revitalization The estimated cost of the project in total is $3.9 million. We have raised or have commitments to the project over $2,000,000. We anticipate an additional $300,000 from our existing sources. Our challenge is to raise an additional $1.6 million.
18	Project Funding City of Lethbridge Province of Alberta Rotary Clubs of Lethbridge Corporate Support Individual Support
19	City of Lethbridge Initial Allocation $ 250,000 Additional Allocation 770,000 $1,020,000
20	Province of Alberta Centennial Legacies $250,000 Per Capita Legacies 225,000 Community Facility Enhancement Program 250,000 $725,000 The per capita grant was allocated to the project by the City. The CFEP grant has not yet been approved. We will also apply for additional CFEP grants in 2005. We have assigned our rights to the grants to the City.
21	Rotary Clubs of Lethbridge Downtown Club $200,000 Rotary East 20,000 $220,000
22	Corporate Support Canbra Charity Golf Classic $40,000 August 2004 Canbra has also committed to our project for their 2005 tournament, as well. This should bring the total Canbra commitment to $80,000.
23	The time for action is now!! We have an opportunity capture the emotion and community support for this project. By spring Galt Gardens will into the heavy construction phases. An ideal time for fundraising. We can, with no exposure to Rotary, design a fundraising plan to narrow the remaining gap on the $1.6 million funding model. (see Garth Sherwin’s letter) Rotary can provide this project with many tools that the City or Province cannot provide on their own.
24	"Friday," Friday, 26 Nov 2004 Hi Darrell, Thanks for all the effort you’re putting towards the future phases of the Galt Gardens project. As we discussed previously, I cannot see the City of Lethbridge directly funding costs associated with fundraising for this project. City Council has directed certain dollars towards the project however none of it was allocated to covering the costs of fundraising. As far as we are concerned, the Lethbridge Rotary Clubs have committed approximately $200,000 for this project. If the clubs decide to spend a portion of this on fundraising, then that would be their decision. If the fundraising initiative is successful, it should more than pay for itself and the project would ultimately benefit from that effort. Thanks again for your dedication to this community project. Yours truly, Garth Sherwin, CA Chief Financial Officer City of Lethbridge
25	Our plan for success!!! We will “hire” Cheryl Dick as our campaign consultant. This will enable her to build a credible “professional” fundraising campaign and strategy. We will interview and “hire” a full-time contract person as our Major Gifts co-ordinator. If you have any candidates in mind please advance their information to me. In early January we will launch our new fundraising Campaign We have a Campaign Cabinet
26	Campaign Cabinet Mark Deblios Chairman Marilyn Smith Wayne Syewart Ryan Miller Dick Turner Ken Lewis Cam Lavoie Bernie Carriere Pat Killoran Phil North Neil Foster Mark Swartout Ian Randall Warren Andrews Bev Lanz Ed Fetting Bev Mundel-Atherstone Gord Jong Les Talbot
27	How the math works…. Our financial commitment is $200,000 The city will allow us to deduct all fundraising costs that we incur from this obligation The magic here is that our global commitment hasn’t changed, we merely need board approval for budget reallocation. Other than the volunteer work of our campaign cabinet, our obligation remains the same.
28	"November 30," November 30, 2004 Approved by Rotary Club of Lethbridge Board Motion: THAT the Lethbridge Downtown Rotary Club recruit and engage a development officer on a term contract basis to implement and execute a fundraising campaign in support of the Galt Gardens Revitalization Project (the “Project”). The term of the contract is not to exceed one year. Compensation for the position will not exceed a maximum upset cost of $40,000 per annum, to be funded from the Club’s total commitment to the Project, and that the Club President be authorized to set such remuneration. Further, that the Club engage the services of a fundraising coordinator to assist with the development of the campaign at a maximum upset cost of $2,500 per month for a maximum term of six months, to be funded from the Club’s total commitment to the Project, and that the Club President be authorized to set such remuneration.
29	Questions & comments….