the light dragoons colonel’s appeal
DESCRIPTION
THE LIGHT DRAGOONS COLONEL’S APPEAL. Total Raised. £888,097. Finances. Money Raised £868,000 Money Pledged£ 20,000 Brewin Dolphin£644,000 Lloyds TSB Bond£ 85,000 Gift Aid awaited£ 10,000 Expenses£ 53,000 Benevolence£ 56,000 Total£868,000. Where From. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/1.jpg)
THE LIGHT DRAGOONSCOLONEL’S APPEAL
![Page 2: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/2.jpg)
To give enduring support to Light Dragoons wounded on operations or
in regimental service, to their families, and to the families of those killed in
the line of duty.
![Page 3: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/3.jpg)
Total Raised
£888,097
![Page 4: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/4.jpg)
Finances
• Money Raised £868,000• Money Pledged £ 20,000• Brewin Dolphin £644,000• Lloyds TSB Bond £ 85,000• Gift Aid awaited £ 10,000• Expenses £ 53,000• Benevolence £ 56,000
Total £868,000
![Page 5: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/5.jpg)
Where From
• Charitable Trusts and Organisations£288,542.00
• Events £265,019.00
• Personal Donations£231,439.00
• Virgin Giving Site £ 57,650.00
• Gift Aid and Investment £ 45,447.00
![Page 6: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/6.jpg)
Brewin Dolphin Valuation and Performance
• Cash Invested £644,161• Current Value £730,401
Performance (Total % Return to 7/5/13)Fund/Benchmark 3 months 1 Year 2 YearsColonels Appeal 5.7 16.1 17.7APCIMS Balanced 5.7 18.7 16.3FTSE 100 6.0 22.8 18.8FTSE All World Ex UK 8.8 27.9 20.7FTSE Gilt 3.0 3.6 17.9
![Page 7: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/7.jpg)
Brewin Dolphin How cash has been invested?
• Liaising closely with the F&GP.
• Using collective funds (no in-house funds)
• Best ideas from Brewin Dolphin strategy and collective fund research team
• Meeting managers face to face on a regular basis
• Keeping costs to a minimum – institutional rates
![Page 8: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/8.jpg)
The Fantastic Support from Various Trusts
Whitbread
Balmain
Childwick
Winston Churchill Britain at War Museum Trust
![Page 9: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/9.jpg)
The Cheltenham Ball
• Organised by Dr John and Fiona Disney
![Page 10: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/10.jpg)
Boxing - 5 March 2011LD v Norfolk
![Page 11: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/11.jpg)
Captain James Kayll and team rowing the Indian
Ocean April-July 2011
![Page 12: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/12.jpg)
Captain Guy Disney Walking With The Wounded
23 March - 26 April 2011
![Page 13: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/13.jpg)
Colonel Ewen Cameron and Major Neil Cross - Great North
Ride 28 March 2011
![Page 14: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/14.jpg)
Royal Geographical Society Organised by
Paul Gummer and Adam Smith
2 February 2012
![Page 15: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/15.jpg)
The Charge of the Light Dragoons Organised by Toby Ward with the help of Barnsley and Newcastle Committees 9 - 10 June 2012
![Page 16: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/16.jpg)
The Regimental Wives Club Calendar for 2013
![Page 17: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/17.jpg)
The Barnsley Fashion Shows 2012
![Page 18: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/18.jpg)
Dr Alice Burridge opens her garden from 2011-2013
![Page 19: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/19.jpg)
Benevolence Provided to Date
£56,000
![Page 20: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/20.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200
![Page 21: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/21.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210
![Page 22: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/22.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXXX £1,851
![Page 23: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/23.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXX £1,851L/Cpl XXXXX £6,260
![Page 24: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/24.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £6,200Ex LCpl XXXXX £1,210Ex Sgt XXXX £1,851L/Cpl XXXXX £6,260Mrs XXXXX £9,753
![Page 25: THE LIGHT DRAGOONS COLONEL’S APPEAL](https://reader036.vdocuments.us/reader036/viewer/2022062422/56814283550346895daeb042/html5/thumbnails/25.jpg)
Benevolence Provided to Date
41 cases - £56,000
Some of those recently assisted:
Tpr XXXXX £ 6,200Ex LCpl XXXXX £ 1,210Ex Sgt XXXXX £ 1,851L/Cpl XXXXX £ 6,260Mrs XXXXX £ 9,753Children's Christmas Donations £ 2,000Thirty Five Other cases £28,729