Workstream Report

 
 

Rooted in the Dharma Report - September 2023

Rooted in the Dharma was Mountain Stream’s first multi-year fundraising campaign. During our fiscal years 2021-2023, this campaign, through the generous contributions of Sangha, raised nearly $330,000. 

We have conservatively managed the donations received:

  • $157,181 enabled the delivery of a robust set of programs, paid for many of our operating and staff expenses, and additionally supported our facility needs (maintenance and repairs).

  • $172,668 remains in reserves. The majority of these funds are earmarked to help support our future Guiding Teacher. A smaller portion has been reserved for capital expenditures and our scholarship fund which supports Sangha members participation in residential retreats. 

A detailed report of the use of Rooted in the Dharma funds is available here. Rooted in the Dharma Report  - Sept 2023

Fundraising Workstream Report - June, 2023

Team Lead: Philip Vardara

Team Members: Priscilla Barton, Stuart Clancy, Marcia Craighead, Mary Helen Fein, Randall Harris, Robyn Hennon, Sharon Lane, Alison Sweetser, John Travis

Fundraising Consultant: George Kellar, hired in May 2023 on a limited-scope engagement

Three year Rooted in the Dharma (RITD) Fundraising Campaign (2021- 2023)
The third year RITD donations are coming in from our eighty RITD donors (those who pledged a specific annual donation over the course of three years). A letter will shortly go out with a gentle reminder to those who have yet to fulfill their RITD commitment.

Rooted in the Dharma Fundraising - Report
Mountain Stream has an active Fundraising Committee (FRC), who recommended to the Board that they approve a second multi-year fundraising campaign. The Board reviewed and approved the recommendation at the May 24th Board meeting. The FRC will be working with our new fundraising consultant, George Kellar, to develop and implement this new campaign.

Sangha members will receiving important communications during the next several months relative to our long-range fundraising goals:

1.     Reminder for those who have not yet made their third year RITD 1 donation

2.     A summary of RITD 1 financials, to include the total amount we received, detailed information about how the funds have been utilized, and the amount we have in reserves earmarked for specific purposes aligned with our original fundraising goals and strategic plan (our “North Stars”).  https://www.mtstream.org/strategic-plans

3.     Formal launch of RITD 2 to include a request for financial support to ensure Mountain Stream’s long-term sustainability

Year-End Appeal (December 2022)
We are grateful that over sixty donors who contributed to this special end-of-year appeal (in addition to those who have also donated to RITD 1). We raised $19,388 which will go into our Operating Budget to help meet our ongoing operating costs. We appreciate every Sangha member who is able to contribute to Mountain Stream, irrespective of the dollar amount donated. Together, we can ensure that we will have a Center and Dharma teachings for many years to come.


Fundraising Workstream Report - October, 2022

Request for Volunteers
Our fundraising committee members have moved on, and we are now very much in need of three volunteers who will take on this work. In addition, we are looking for a fundraising leader to direct the Committee in managing our twice-yearly annual appeal mailings and in making decisions on how the mailings should be done: in-house versus mailing service, indicia or bulk mail versus stamps, etc.

Spring Appeal
This appeal has been completed. A total of $13, 440 was raised. ($7,000 of that amount is matching funds raised in advance.)

Three year Rooted in the Dharma (RITD)
Second year of RITD (2021 - 2023) donations are coming in from our 80 RITD donors. All donations have come in except for eight of those who pledged. (These are the annual donors) Phone calls will be made to all those who have yet to fulfill their commitments to RITD.

Rooted in the Dharma Fundraising Campaign - Report:
Our campaign ended very successfully, having raised $345,770.00 from over 80 donors. We raised more than 98% of our goal and have provided a major infusion of funds for Mountain Stream to realize its strategic plan.

Year End Appeal
The Year End appeal process needs to begin in mid-October so that materials can be printed and mailed out by December 1.