IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation

Size: px
Start display at page:

Download "IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation"

Transcription

1 IMPACTING AND PRESERVING THE FUTURE FOR ALL OF US Silicon Valley Community Foundation

2 LETTER FROM CEO Welcome to the new Silicon Valley Community Foundation Thanks to the commitment of people like you, Silicon Valley Community Foundation is creating opportunities and addressing the most important challenges facing our region and the world. The historic merger of Peninsula Community Foundation and Community Foundation Silicon Valley which created our community foundation provides a unique opportunity for you to make a lasting difference in the areas that you care about most. As an institution, the community foundation is the largest in California and manages more assets than nearly every other commercial gift fund or bank-managed fund in the United States. We manage more than 1,500 funds, ranging from $10,000 to $90 million. As a donor, you can count on us to deliver world-class service along with opportunities to grow your funds and maximize your philanthropic effectiveness. We are an ideal partner to assist you with achieving your philanthropic goals. We can provide you with maximum tax advantages from the simplest to the most complicated charitable gifts. You will have access to our expert grantmaking staff in assisting you with developing and implementing your philanthropic vision. You will have opportunities to share ideas and partner with like-minded donors who share your interests for improving our community. And, by managing your philanthropic activity through us, you help the community foundation support important projects throughout San Mateo and Santa Clara counties that strengthen our community. We represent more than 96 years of accumulated experience with a new mission to bring innovation and fresh approaches to both old and new challenges facing our community. We invite you to join with us. Sincerely, Emmett D. Carson, Ph.D. CEO and President

3 Our vision, mission and values reflect our commitment to serving the vibrant and diverse communities in San Mateo and Santa Clara counties. Vision, Mission and Values The vision of Silicon Valley Community Foundation is to be a comprehensive center for philanthropy that inspires greater civic participation throughout San Mateo and Santa Clara counties. The mission of Silicon Valley Community Foundation is to strengthen the common good, improve quality of life and address the most challenging problems. We do this through visionary community leadership, world-class donor services and effective grantmaking. We value: Collaboration Inclusiveness Integrity Respect Diversity Innovation Public Accountability Responsiveness To learn more about Silicon Valley Community Foundation, visit page 1

4 WHAT IS A COMMUNITY FOUNDATION? A community foundation is a tax-exempt institution dedicated to improving the quality of life and serving the residents of a specific region. There are nearly 700 community foundations in the United States and at least 470 community foundations in 41 other countries around the world. Community foundations are sustainable philanthropic institutions with long-term vision and leadership, providing grants that address a region s present needs as well as future challenges. They also enable donors to support charitable causes across the United States and around the world. Successful community foundations are known for their high degree of personalized service. Community foundation staff will actively engage with you and your professional advisor to design individual charitable giving plans that fit every situation. These plans are designed to give you the most tax advantages for your charitable contributions. Additionally, as part of the community foundation family, staff will provide continual personal assistance for your grantmaking and charitable giving needs. Community foundations fund grantmaking through various types of funds and an unrestricted endowment. Usually when a private citizen, family or corporation makes a gift to the community foundation, a fund is opened. Popular funds include donor advised funds and bequests. However, you can contribute various types of assets, including personal wealth, real estate and pre-ipo stock, and can choose from multiple fund options. Most funds allow you to directly advise a grant to a nonprofit that has special meaning to you, and you can also contribute to the endowment fund. A community foundation s endowment fund is a permanent charitable resource that grows through your support. It provides much-needed funding to local nonprofit organizations, and during times of disaster or emergency, acts as a savings account protecting and serving the needs of the region. page 2 To learn more about Silicon Valley Community Foundation, visit

5 OUR HISTORY Before Silicon Valley, our community was known as the Valley of the Heart s Delight. This wonderful region has long been a warm and welcoming land of opportunity where people achieve their dreams, both large and small. It is also a place where citizens of our community created long-term endowment funds and charitable institutions for the region s local benefit. The result was the establishment of Peninsula Community Foundation and Community Foundation Silicon Valley. More than 50 years later, a landmark merger established Silicon Valley Community Foundation as a new voice and catalyst for innovative solutions. The complementary strengths of both parent foundations offered an extraordinary opportunity for greater impact than either could realize alone. Silicon Valley Community Foundation is dedicated to providing world-class services to donors and nonprofits and inspiring even greater civic participation throughout the region. To learn more about Silicon Valley Community Foundation, visit page 3

6 WHY CHOOSE SILICON VALLEY COMMUNITY FOUNDATION? When it comes to charitable giving, we know you have many options. As the largest community foundation on the West Coast and one of the largest in the nation, we can help you receive the maximum tax advantage on your charitable gift and provide you with effective grantmaking tools. We can also partner with your professional advisor and easily transition your assets whether stock, real estate or personal wealth to meaningful community grants. Our business is helping people achieve their charitable goals locally, nationally and internationally, and making a long-lasting, positive impact on the community. At right is a chart comparing the benefits of our donor advised funds, one of our more popular giving vehicles, with common options available through financial institutions. Many other fund options are available for your review. page 4 To learn more about Silicon Valley Community Foundation, visit

7 Donor Advised Fund at Silicon Valley Community Foundation Commercial Gift Funds Private Foundation Donor Control Donor recommends grants to qualified nonprofits, and may choose from among the community foundation s investment options. Grants are approved by the community foundation s board of directors. Donor recommends grants to qualified nonprofits, and may choose from among the firm s investment options. Grants are approved by trustees of the gift fund. Donor appoints board, which controls investments and grantmaking. Tax Status Public charity as a fund under the community foundation s public charity status. Public charity as a fund under the nonprofit status of the firm s charitable subsidiary. Private charity as a separate 501(c)(3) organization under Section 509(a). Requires annual tax filings. Income Tax Deductions for Gifts of: Cash Up to 50% of adjusted gross income Up to 50% of adjusted gross income Up to 30% of adjusted gross income Stock Fair market value up to 30% of adjusted gross income Fair market value up to 30% of adjusted gross income Fair market value up to 20% of adjusted gross income Real Estate Fair market value up to 30% of adjusted gross income Fair market value up to 30% of adjusted gross income, if accepted by firm Cost basis up to 20% of adjusted gross income Philanthropic Services Professional staff is available to develop strategy, provide input on community needs, identify and assess grantees and verify nonprofit status. Donor education, family engagement and peer networking provided as desired. Varies by firm. Most do not offer personalized advice on grantee selection or family engagement. Board must arrange and support their own grantmaking, monitoring and administrative structures. International Grants Allowed Usually not allowed Allowed Distribution Requirements None Varies, typically 5% of average fund assets over five years. 5% of net assets annually, otherwise a 30% penalty tax. Privacy Donor may remain anonymous. Donor may remain anonymous. Officers, directors and trustees listed in IRS Form 990-PF. To learn more about Silicon Valley Community Foundation, visit page 5

8 THE BENEFITS OF CHOOSING SILICON VALLEY COMMUNITY FOUNDATION Financial tax advantages and strong investment returns are not the only reasons for choosing Silicon Valley Community Foundation. Opening a fund with the community foundation gives you access to world-class donor services, unmatched by any of our competitors. Here is a snapshot of what we offer to help make your giving experience simple and customized for your needs: Personal Service. Our expert staff has in-depth knowledge of the issues, opportunities and resources within our community. We offer a wide range of services to help make the most of your charitable giving. Superior Expertise. Our staff includes friendly, helpful individuals from diverse backgrounds and a wide range of professional experience, including attorneys, educators, investors and community activists. Donor Engagement. This department will provide you with a philanthropy manager who will connect you with like-minded donors through workshops and social events, inform you about issues and causes upon your request, and guide you through DonorConnect. DonorConnect. Our online portal enables you to recommend grants to charities, check fund balances, download fund statements and investment performance reports, review gift and grant history and make fund additions quickly and easily. Community Connections. These limited edition funding opportunities vetted by our program staff reflect immediate needs in our community. New grant proposals are posted quarterly for your review. Grants & Gifts Administration. As you advise grants, this department will take care of backend paperwork and processing, ensure that nonprofits receive grant checks and award letters in a timely manner, and provide you with statements to track your grantmaking. News and Updates. Our e-newsletter and magazine provides updates on the latest philanthropic news, including legislative changes that may affect your charitable giving. We also feature stories about how other community foundation philanthropists and nonprofits are making an extraordinary impact in our region and beyond. Educational and Networking Events. Throughout the year we hold special events, receptions and educational workshops exclusively for community foundation donors. Additionally, several of our popular giving circles offer their own networking and social events. page 6 To learn more about Silicon Valley Community Foundation, visit

9 SUPPORTING THE COMMUNITIES WE SERVE Making Home A Better Place Unlike financial institutions, the community foundation s vested interest is entirely in you and in this community we all share. Your support, through fees and partnerships, provides the community foundation with the resources be a voice at community meetings that sometimes stretch late into the night, to convene discussions with public officials about how to respond to a disaster, and to help caring nonprofits provide more effective services to those in need. Even if your philanthropic interests are across the country or around the world, by placing your fund at the community foundation, your fees help strengthen our local community in immeasurable ways. We share your commitment to this region whether your family has lived here for generations or you ve chosen to make it home and are uniquely qualified to help turn commitment into action and get the results you expect. To learn more about Silicon Valley Community Foundation, visit page 7

10 PROFILES IN PARTNERING WITH US Richard (Dick) Lavenstein Dick has always been very hands on with his charitable giving. A fundholder for more than 20 years, he created and actively oversees a field of interest fund. His fund focuses on improving and enriching the preschool through first grade experience for children and parents in low-income communities in San Mateo and Santa Clara counties. He recently completed his estate planning, ensuring that his passion and dedication to children and families will continue for years to come. I have an investment in the community, not just a charitable gift. My partnership with the community foundation has resulted in numerous benefits, he says. Over the years the community foundation has provided me with expert guidance from program staff and the validation and partnerships needed to continue my investment long after I m gone. page 8 To learn more about Silicon Valley Community Foundation, visit

11 PROFILES IN PARTNERING WITH US Lata Krishnan and Ajay Shah Lata and Ajay have partnered with the community foundation by opening a donor advised fund and a scholarship fund. To them though, the value of the community foundation goes beyond having more than one type of fund. They note that, For us, the community foundation has been a great source of information and inspiration. We are inspired by the access and opportunities to meet other individuals with similar mindsets and have benefited from the exposure to a wide breadth of charitable giving possibilities. Over the years, their charitable giving strategy has evolved, becoming more global in nature and open to collaboration. In 2001, Lata co-founded the American India Foundation, an international development organization charged with the mission of accelerating social and economic change in India. Ajay and Lata are committed to making a difference in the lives of marginalized individuals both in the Silicon Valley and India and are excited to partner with Silicon Valley Community Foundation in their specific focus of education.

12 mountain View 2440 West El Camino Real, Suite 300 Mountain View, California tel: fax: To read more about the Silicon Valley Community Foundation, visit:

Request for Proposals. Safety-Net Services: Food and Shelter

Request for Proposals. Safety-Net Services: Food and Shelter Request for Proposals Safety-Net Services: Food and Shelter Introduction Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems. One of these problems is

More information

Donor-Advised Fund Guidelines 2017

Donor-Advised Fund Guidelines 2017 Donor-Advised Fund Guidelines 2017 1 Hartford Foundation for Public Giving Donor-Advised Fund Guidelines Table of Contents Staff Contact Information 3 Hartford Foundation Mission Statement..4 Role Of Fund

More information

honoring the past, shaping the future Chinese American Philanthropy in the Bay Area

honoring the past, shaping the future Chinese American Philanthropy in the Bay Area honoring the past, shaping the future Chinese American Philanthropy in the Bay Area Engaging Chinese American Philanthropists Overview This document has been developed as a companion to For Generations

More information

CONNECTING DREAMS. Truman Heartland Community Foundation

CONNECTING DREAMS. Truman Heartland Community Foundation CONNECTING DREAMS Truman Heartland Community Foundation DREAMS Yours Communities Charitable Organizations Truman Heartland Community Foundation (THCF) connects your philanthropic dreams of promoting the

More information

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program

The Renaissance Charitable Gift Fund. Donor-Advised Fund Program The Renaissance Charitable Gift Fund Donor-Advised Fund Program www.rcgf.org TABLE OF CONTENTS Renaissance Charitable Gift Fund... Page 2 Donor-Advised Funds... Page 3 Definitions... Page 3 Donors and

More information

PHILANTHROPIC SOLUTIONS. Living your values

PHILANTHROPIC SOLUTIONS. Living your values PHILANTHROPIC SOLUTIONS Living your values COMPREHENSIVE ADVICE AND SOLUTIONS FROM U.S. TRUST Philanthropic planning Foundation advisory services Grantmaking Charitable trusts Donor-advised funds Private

More information

SAMPLE LANGUAGE FOR BEQUESTS

SAMPLE LANGUAGE FOR BEQUESTS SAMPLE LANGUAGE FOR BEQUESTS UPDATED NOVEMBER 2015 Charitable giving can be an important part of the legacy you choose to leave. A Donor Advised Fund could allow future generations to carry on your legacy.

More information

Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation

Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation Your Vision. Our Experience. The Boston Foundation. Customizing Charitable Solutions for Your Private Foundation Increasing the Impact of Your Private Foundation By partnering with the Boston Foundation,

More information

the communities of coastal georgia foundation + you

the communities of coastal georgia foundation + you For good + Forever the communities of coastal georgia foundation + you Strengthening our Communities through Engaged Philanthropy communities of Coastal GEorgia foundation In 2005, a cadre of some 70 families

More information

To a Successful Planned Giving Program Thursday, May 22

To a Successful Planned Giving Program Thursday, May 22 10 STEPS To a Successful Planned Giving Program Thursday, May 22 PRESENTED BY Lynn M. Gaumer, J.D. Senior Technical Consultant The Stelter Company Phil Purcell Vice President for Planned Giving and Endowment

More information

Glossary of Nonprofit Terms

Glossary of Nonprofit Terms Glossary of Nonprofit Terms 501(C)(3): The section of the U.S. tax code that defines nonprofit, charitable, tax-exempt organizations; 501(c)(3) organizations are further defined as public charities, private

More information

Community Foundation. Working with the. is good for business. Help Your Clients Leave a Legacy. Save on Taxes. Relationships Matter.

Community Foundation. Working with the. is good for business. Help Your Clients Leave a Legacy. Save on Taxes. Relationships Matter. Working with the Community Foundation is good for business Help Your Clients Leave a Legacy. Save on Taxes. Does your client want to make a gift to a charity in her will? Does she want to support more

More information

Endow Iowa Tax Credit and County Endowment Fund Programs A Report to the Governor and the Iowa Legislature

Endow Iowa Tax Credit and County Endowment Fund Programs A Report to the Governor and the Iowa Legislature Endow Iowa Tax Credit and County Endowment Fund Programs - 2015 A Report to the Governor and the Iowa Legislature Submitted by the Iowa Council of Foundations and the Iowa Economic Development Authority

More information

Resources Guide. Helpful Grant-Related Links. Advocacy & Policy Communication Evaluation Fiscal Sponsorship Sustainability

Resources Guide. Helpful Grant-Related Links. Advocacy & Policy Communication Evaluation Fiscal Sponsorship Sustainability Resources Guide This Resource Guide has been made available to grantees and potential grantees in preparing their proposal submissions to The SCAN Foundation (TSF), and includes the a quick and easy to

More information

Western Kansas Alliance of Community Foundations:

Western Kansas Alliance of Community Foundations: Western Kansas Alliance of Community Foundations: Working Together to Strengthen our Communities In partnership with the Kansas Association of Community Foundations www.kansascfs.org Table of Contents

More information

We hope to. help the community and make someone s life. better. Creating a Charitable Plan for You. Nancie Poorman

We hope to. help the community and make someone s life. better. Creating a Charitable Plan for You. Nancie Poorman Creating a Charitable Plan for You We hope to help the community and make someone s life We had long been aware of the existance of Marion Community Foundation when we decided it was our time to give back.

More information

Legal and Ethical Issues for Foundations

Legal and Ethical Issues for Foundations Legal and Ethical Issues for Foundations Delaware Valley Grantmakers Fundamentals of Smart Grantmaking Series January 11, 2012 Nina L. Cohen, Managing Director, Philanthropic Advisory Services 215-419-6722

More information

Introduction California Community Foundation

Introduction California Community Foundation Introduction Nonprofit leaders today are faced with doing more with less. Too few have long-term fundraising plans in place because of the urgency to meet immediate and short-term financial obligations.

More information

Current Trends in Philanthropy and Charitable Giving. Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018

Current Trends in Philanthropy and Charitable Giving. Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018 Current Trends in Philanthropy and Charitable Giving Eric Javier and Sevil Miyhandar, CCS Fundraising January 26, 2018 Today s Presenters Eric Javier Principal & Managing Director CCS Sevil Miyhandar Managing

More information

Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description

Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description Tahoe Truckee Community Foundation (TTCF) President and CEO Position Description The Tahoe Truckee Community Foundation is seeking a seasoned leader to engage the community and build the leadership and

More information

The Community Foundation Difference

The Community Foundation Difference The Community Foundation Difference DESCRIBING WHAT MAKES US SPECIAL Endorsed by CFC Members May 4, 2002 301-75 rue Albert Street Ottawa ON Canada K1P 5E7 www.community-fdn.ca A Message from Community

More information

Services that help donors give their support more generously

Services that help donors give their support more generously Working Together The Fidelity Charitable Gift Fund is an independent public charity Like your organization, we are also a nonprofit. Our donor advised fund program, called the Giving Account, helps us

More information

TAKE A GLIMPSE INSIDE...

TAKE A GLIMPSE INSIDE... TAKE A GLIMPSE INSIDE... Greetings! We hope you enjoy this glimpse inside the Greater Kansas City Community Foundation and our national entity, Greater Horizons. In 2016, donors contributed more than $450

More information

VIBRANT. Strategic Plan Executive Summary

VIBRANT. Strategic Plan Executive Summary Inspiring Philanthropy VIBRANT Community Strategic Plan 2014 2016 Executive Summary embracing change Our community is fluid. The ebbs and flows of local, regional and national issues constantly influence

More information

ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA

ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA 1 ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA Since 1951, the Community Foundation for Greater Atlanta has been connecting donors, nonprofits and community leaders to strengthen the 23-county Atlanta

More information

DonorSearch Products ProspectView Screening

DonorSearch Products ProspectView Screening s DonorSearch was founded in 2007 with one goal: to provide more accurate, more comprehensive, more actionable data to help nonprofits of all types achieve better fundraising and outreach results. Using

More information

AFP's North Carolina Philanthropy Conference August 17, 2017 "Moving Your Donors to Major Gifts: How to Build a Successful Program" Agenda

AFP's North Carolina Philanthropy Conference August 17, 2017 Moving Your Donors to Major Gifts: How to Build a Successful Program Agenda AFP's North Carolina Philanthropy Conference August 17, 2017 "Moving Your Donors to Major Gifts: How to Build a Successful Program" Agenda Presentation Portion 35 min Welcome and brief overview Susan Launching

More information

TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION

TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION TEACHING NOTE: SI-112 TN DATE: 06/01/13 TEACHING NOTE FOR JOHN AND MARCIA GOLDMAN FOUNDATION John Goldman is a sixth generation San Franciscan and a descendant of Levi Strauss, the entrepreneur who started

More information

Your vision Your contribution Your legacy

Your vision Your contribution Your legacy AET Foundation Your vision Your contribution Your legacy Create a meaningful, philanthropic legacy with the AET Foundation. Do you want your giving to make a lasting impact? While motivations for giving

More information

Independent School Fundraising. By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams

Independent School Fundraising. By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams Independent School Fundraising 2018 Trends By Patricia Voigt & Kelly Grattan, Senior Consultants, Schultz & Williams The philanthropic landscape for the independent school sector has changed substantially

More information

Why not forever? The power of a bequest.

Why not forever? The power of a bequest. Why not forever? The power of a bequest. Our community s future... What inspires you? With this language, Nettie Dayton established, with a bequest, the first fund at The Community Foundation. More than

More information

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT

CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT CREATING A FRAMEWORK FOR DONOR-CENTERED DEVELOPMENT Pam Velo, CAP GIFT Consultant Velo Philanthropic Advising IMPORTANCE OF DONOR RELATIONSHIPS IN COMMUNITY FOUNDATIONS Interest in and commitment to community

More information

The Future of Community Foundations: The Next Decade

The Future of Community Foundations: The Next Decade The Future of Community Foundations: The Next Decade Prepared for John S. and James L. Knight Foundation July 7, 2005 Foundation Strategy Group, LLC 20 Park Plaza 50 California Street Blvd. Georges-Favon

More information

YourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014

YourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014 YourCause NPO Guide YourCause, LLC CSRconnect Employee Engagement Platform June 2014 Nonprofit Portal Overview YourCause.com is a free portal for nonprofits to administer their charity pages and engage

More information

Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed Rate: $4,000 GPCA Discounted Rate: $3,250

Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed Rate: $4,000 GPCA Discounted Rate: $3,250 Below are a few points that highlight the proposed services for the members of the Greater Philadelphia Alliance: Option #1: Premium 5,000 Database Review with ProspectView Online for 12 Months Listed

More information

A Conversation with the authors of "The Giving Code: Silicon Valley Nonprofits and Philanthropy"

A Conversation with the authors of The Giving Code: Silicon Valley Nonprofits and Philanthropy A Conversation with the authors of "The Giving Code: Silicon Valley Nonprofits and Philanthropy" 1. Why did you set out to research the current state of giving in Silicon Valley? Could you tell us about

More information

CORPORATE ADVISORY SERVICES

CORPORATE ADVISORY SERVICES CORPORATE ADVISORY SERVICES NEVER HAS THE OPPORTUNITY FOR BUSINESS TO HELP SHAPE A MORE EQUITABLE FUTURE BEEN SO GREAT. - Paul Polman,CEO of Unilever TABLE OF CONTENTS CAF AMERICA PAGE 01 OUR PHILOSOPHY

More information

Creating Philanthropy Initiatives to Enhance Community Vitality

Creating Philanthropy Initiatives to Enhance Community Vitality Winter Fall 2007 2004 Volume 18, 16, Issue 91 Creating Philanthropy Initiatives to Enhance Community Vitality www.iira.org Mark A. Edelman, Ph.D., and Sandra Charvat Burke 1 Many community leaders are

More information

HESS FOUNDATION WILL THIS SECRETIVE FOUNDATION EVOLVE BEYOND CHECKBOOK PHILANTHROPY? JUNE 2015 BY ELIZABETH MYRICK

HESS FOUNDATION WILL THIS SECRETIVE FOUNDATION EVOLVE BEYOND CHECKBOOK PHILANTHROPY? JUNE 2015 BY ELIZABETH MYRICK HESS FOUNDATION WILL THIS SECRETIVE FOUNDATION EVOLVE BEYOND CHECKBOOK PHILANTHROPY? JUNE 2015 BY ELIZABETH MYRICK PHILAMPLIFY REPORT: HESS FOUNDATION 3 EXECUTIVE SUMMARY In a lot of respects the foundation

More information

2014 Giving Report. A Look at Fidelity Charitable Donors and How They Give. REPORT SPOTLIGHT How Donors Approach Philanthropy as a Family

2014 Giving Report. A Look at Fidelity Charitable Donors and How They Give. REPORT SPOTLIGHT How Donors Approach Philanthropy as a Family 2014 Giving Report A Look at Fidelity Charitable Donors and How They Give REPORT SPOTLIGHT How Donors Approach Philanthropy as a Family Fidelity Charitable GIVING REPORT About the Fidelity Charitable

More information

Philanthropy and Fundraising in Today s Environment. Beyond Federal Funds: The role of Philanthropy and Fundraising.

Philanthropy and Fundraising in Today s Environment. Beyond Federal Funds: The role of Philanthropy and Fundraising. Philanthropy and Fundraising in Today s Environment Beyond Federal Funds: The role of Philanthropy and Fundraising. August 2016 What s in it for you? Our Purpose: Recognize the culture is shifting around

More information

Stewardship Principles for Corporate Grantmakers

Stewardship Principles for Corporate Grantmakers Stewardship Principles for Corporate Grantmakers Through their philanthropy, companies aspire to achieve a lasting and positive impact on society. Companies resources extend well beyond cash and product

More information

Annual Giving Information

Annual Giving Information ANNUAL GIVING FREQUENTLY ASKED QUESTIONS Q: WHAT IS ANNUAL GIVING? A: The Office of Annual Giving turns individual gifts of all sizes into collective energy. It is alumni, along with parents and friends,

More information

...a little girl from Columbus, Georgia...

...a little girl from Columbus, Georgia... Sybo l Delores B a r r...a little girl from Columbus, Georgia... ... establishes the D e l o r e s B a r r W e a v e r F u n d at The Community Foundation Since she and her husband, Wayne, came to Jacksonville

More information

Building a Donor Constituency Where None Exists Not an Impossible Mission

Building a Donor Constituency Where None Exists Not an Impossible Mission Building a Donor Constituency Where None Exists Not an Impossible Mission By Laurence A. Pagnoni, MA, MPA Page 1 A near perfect correlation exists between charitable institutions that have a loyal constituency

More information

Getting Started in Planned Giving Charitable Gift Planning

Getting Started in Planned Giving Charitable Gift Planning Getting Started in Planned Giving Charitable Gift Planning May 6, 2016 Presented By: Brian M. Sagrestano, JD, CFRE President and CEO Gift Planning Development, LLC About Our Presenter Brian M. Sagrestano

More information

Blended Gifts even in small development shops

Blended Gifts even in small development shops Blended Gifts even in small development shops A Key Component to Successfully Closing Complex Planned and Major Gifts Scott Lumpkin AFP Colorado -December 2016 Blended Gifts: In a Nutshell It s About Helping

More information

Recruitment Profile for. Vice President of Philanthropy. Braille Institute LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY

Recruitment Profile for. Vice President of Philanthropy. Braille Institute LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY Recruitment Profile for LEADERSHIP TRANSITION EXECUTIVE SEARCH BOARD ADVISORY 1800 Hi Point Street Los Angeles CA 90035 Office 323.930.8948 Mobile 323.715.2505 www.kevinchasesearch.com POSITION DESCRIPTION

More information

A Foundation. Community. for the 2015 REPORT TO THE COMMUNITY st Ave N # 700, Birmingham, AL

A Foundation. Community. for the 2015 REPORT TO THE COMMUNITY st Ave N # 700, Birmingham, AL A Foundation for the Community 2015 REPORT TO THE COMMUNITY 2100 1st Ave N # 700, Birmingham, AL 35203 205.327.3802 www.cfbham.org The community s foundation In 1959, a group of community leaders came

More information

The Hayward Library Foundation, Ltd.

The Hayward Library Foundation, Ltd. The Hayward Library Foundation, Ltd. The, Ltd. seeks funds to support the Sherman & Ruth Weiss Community Library in perpetuity, to better serve the needs of all members of the Hayward area community and

More information

ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA

ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA 1 ABOUT THE COMMUNITY FOUNDATION FOR GREATER ATLANTA Since 1951, the Community Foundation for Greater Atlanta has been connecting donors, nonprofits and community leaders to strengthen the 23-county Atlanta

More information

CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES

CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES CHARLES STEWART MOTT FOUNDATION AFFIDAVIT UPDATE PACKET FOR NON-U.S. GRANTEES This packet includes: INTRODUCTION and INSTRUCTIONS "AFFIDAVIT UPDATE" "PUBLIC SUPPORT SCHEDULE" "MAJOR DONOR SUPPORT" FORM

More information

STRATEGIC PLAN 1125 SOUTH 103RD STREET SUITE 500 OMAHA, NE PETERKIEWITFOUNDATION.ORG

STRATEGIC PLAN 1125 SOUTH 103RD STREET SUITE 500 OMAHA, NE PETERKIEWITFOUNDATION.ORG STRATEGIC PLAN 1125 SOUTH 103RD STREET SUITE 500 OMAHA, NE 68124 402.344.7890 PETERKIEWITFOUNDATION.ORG 2 Table of Contents Letter from the Board and Executive Director... 3 About Peter Kiewit Foundation...

More information

Using the Community Foundation Centennial Portfolio

Using the Community Foundation Centennial Portfolio Using the Community Foundation Centennial Portfolio Facilitator: Larry Pejeau, Brown County Community Foundation Expert Panel: Beverly Matthews, Henry County Community Foundation Dawn Brown, Grant County

More information

Philanthropic Director. Search conducted by: waldronhr.com

Philanthropic Director. Search conducted by: waldronhr.com Philanthropic Director Search conducted by: waldronhr.com The Organization Tides is a philanthropic partner and nonprofit accelerator, dedicated to building a world of shared prosperity and social justice

More information

6. Can other organizations join? How? FAQ 7. How will all the organizations work together? 1. What is AAT and what is its mission?

6. Can other organizations join? How? FAQ 7. How will all the organizations work together? 1. What is AAT and what is its mission? FAQ 1. What is AAT and what is its mission? AAT is a 501c3 charitable organization with mission to be at the center of a movement to secure America s automotive heritage. The pillars of that mission America

More information

PepsiCo Foundation Matching Gifts FAQ

PepsiCo Foundation Matching Gifts FAQ PepsiCo Foundation Matching Gifts FAQ October, 2015 Page 1 What is the PepsiCo Foundation Matching Gift Program? The Matching Gift Program is designed to amplify PepsiCo employees individual charitable

More information

FUNDING COHORTS. Microsoft Silicon Valley 2014 YouthSpark Cohort Program. A Summary Report

FUNDING COHORTS. Microsoft Silicon Valley 2014 YouthSpark Cohort Program. A Summary Report FUNDING COHORTS Microsoft Silicon Valley 2014 YouthSpark Cohort Program A Summary Report This white paper reflects on Microsoft Silicon Valley s 2014 YouthSpark cohort grant program and provides recommendations

More information

FOR THE LOVE OF COMMUNITY

FOR THE LOVE OF COMMUNITY FOR THE LOVE OF COMMUNITY OUR HISTORY In 1999, a group of concerned citizens launched an effort to create a community foundation in Renton. But they needed seed money. So, they changed the name of the

More information

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner

STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY. Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner STEWARDSHIP AS CULTIVATION MERGING DONOR RELATIONS AND MAJOR GIFT STRATEGY Chelsey Megli University of Oregon Fmr. Bentz Whaley Flessner REALIZING OPPORTUNITY 35% Of High Net Worth Donors Plan to Increase

More information

GRANTMAKING GUIDELINES

GRANTMAKING GUIDELINES 2016 GRANTMAKING GUIDELINES About Us As one of Florida s largest community foundations, the Community Foundation works for Palm Beach and Martin Counties in multiple ways, playing multiple roles. For donors,

More information

Community Grants Funds

Community Grants Funds Community Grants Funds Guidelines for Grantseekers For questions or inquiries, please contact: Elizabeth McClure Director of Programs and Donor Services Truman Heartland Community Foundation 4200 Little

More information

PepsiCo Foundation PepsiCo Gives Back Employee Giving Campaign FAQ

PepsiCo Foundation PepsiCo Gives Back Employee Giving Campaign FAQ PepsiCo Foundation PepsiCo Gives Back Employee Giving Campaign FAQ October, 2015 Page 1 What is the PepsiCo Gives Back Employee Giving Campaign? This is an annual North America only fundraising campaign

More information

The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form

The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form The Lilly Endowment Challenge 2017 Grant Guidelines and Application Form WHAT IS CUMBERLAND COMMUNITY FOUNDATION? Cumberland Community Foundation is a nonprofit (501(c)(3)) charitable foundation established

More information

PAINTER EXECUTIVE SEARCH

PAINTER EXECUTIVE SEARCH PAINTER EXECUTIVE SEARCH San Francisco Museum of Modern Art () Position Description Painter Executive Search is supporting in their search for a seasoned Director of Development to lead all aspects of

More information

Grants distributed by the Catholic Community Foundation of Minnesota (CCF) take two forms: Donor-Directed and CCF-Directed.

Grants distributed by the Catholic Community Foundation of Minnesota (CCF) take two forms: Donor-Directed and CCF-Directed. CCF Grantmaking Overview Grants distributed by the Catholic Community Foundation of Minnesota (CCF) take two forms: Donor-Directed and CCF-Directed. Recipients of Donor-Directed grants are either identified

More information

Advocacy building relationships and educating others about NSCC and its mission.

Advocacy building relationships and educating others about NSCC and its mission. 1.0 PURPOSE 1.1 To help advance the vision and mission of the Nova Scotia Community College, NSCC has established and incorporated a not-for-profit organization, the Nova Scotia Community College Foundation

More information

CALGARY FOUNDATION REQUEST FOR PROPOSALS FOR. Responsive Website Redesign calgaryfoundation.org. ISSUED: March 20, QUESTIONS BY: March 27, 2017

CALGARY FOUNDATION REQUEST FOR PROPOSALS FOR. Responsive Website Redesign calgaryfoundation.org. ISSUED: March 20, QUESTIONS BY: March 27, 2017 CALGARY FOUNDATION REQUEST FOR PROPOSALS FOR Responsive Website Redesign calgaryfoundation.org ISSUED: March 20, 2017 QUESTIONS BY: March 27, 2017 CLOSING DATE AND TIME: April 7, 2017 15:00 MST CONTACT:

More information

1. With this change, who owns The Philadelphia Inquirer, Daily News and philly.com?

1. With this change, who owns The Philadelphia Inquirer, Daily News and philly.com? Q&A / Frequently Asked Questions FINAL: January 12, 2016 1. With this change, who owns The Philadelphia Inquirer, Daily News and philly.com? The newspapers remain in the same legal entity (Philadelphia

More information

Nonprofit Portal Guide

Nonprofit Portal Guide Nonprofit Portal Guide October 2016 Nonprofit Portal Overview YourCause has created this guide to help NPOs effectively manage their engagement with corporate clients. o The NPO guide covers the following:

More information

Community Foundations and United Way: Getting From Competition To Collaboration

Community Foundations and United Way: Getting From Competition To Collaboration Community Foundations and United Way: Getting From Competition To Collaboration MONICA PATTEN Executive Director, Community Foundations ofcanada Community foundations and United Way would appear to be

More information

JPMorgan Chase Giving Tuesday Program Rules

JPMorgan Chase Giving Tuesday Program Rules JPMorgan Chase Giving Tuesday Program Rules On Tuesday, December 1 st, we are launching a one-day State Giving Challenge for states with more than 100 employees. The challenge is open to U.S. employees,

More information

CAFAMERICA.ORG ANNUAL REPORT

CAFAMERICA.ORG ANNUAL REPORT CAFAMERICA.ORG 2014-2015 ANNUAL REPORT CAF AMERICA GRANTMAKING BY LOCATION - 2015 EUROPE $67,654,751 ASIA $4,558,383 LATIN AMERICA & CARIBBEAN $2,686,051 NORTH AMERICA $24,012,230 AFRICA $1,005,808 MIDDLE

More information

It s a typical day in your hometown. Your alarm wakes you from a restful

It s a typical day in your hometown. Your alarm wakes you from a restful In This Chapter Chapter 1 Tuning In to the World of Nonprofit Organizations Defining the nonprofit sector Getting started with a nonprofit Encouraging volunteerism Getting the resources your nonprofit

More information

Guidelines for Grantseekers

Guidelines for Grantseekers INTRODUCTION Guidelines for Grantseekers OUR MISSION The Findlay-Hancock County Community Foundation is dedicated to improving the quality of life in the Hancock County area through collaborative leadership,

More information

Philanthropic Partners

Philanthropic Partners Philanthropic Partners The Center on Philanthropy & Public Policy University of Southern California Since 2000, The Center on Philanthropy and Public Policy has built a national reputation for timely and

More information

Your vision Your contribution Your legacy

Your vision Your contribution Your legacy AET foundation Your vision Your contribution Your legacy Create a meaningful, philanthropic legacy with the AET Foundation. Do you want your giving to make a lasting impact? While motivations for giving

More information

Wayne D. Kuni and Joan E. Kuni Foundation. Executive Director Job Description

Wayne D. Kuni and Joan E. Kuni Foundation. Executive Director Job Description Wayne D. Kuni and Joan E. Kuni Foundation Executive Director Job Description About The Kuni Foundation The mission of the Wayne D. Kuni and Joan E. Kuni Foundation is to support medical research, especially

More information

You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer

You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer You Can Do THAT with a Private Foundation?! Jeffrey D. Haskell Chief Legal Officer 21st Annual Maine Tax Forum -Nov2017 1 An Introduction to Foundation Source 21st Annual Maine Tax Forum -Nov2017 2 Who

More information

PhilNet: Philanthropy Network for Broward. Nonprofit Organization User Manual

PhilNet: Philanthropy Network for Broward. Nonprofit Organization User Manual PhilNet: Philanthropy Network for Broward Nonprofit Organization User Manual 1 PhilNet: Philanthropy Network for Broward User Manual_ Introduction Welcome to PhilNet: Philanthropy Network for Broward,

More information

COMMUNITY FOUNDATIONS

COMMUNITY FOUNDATIONS GRANT APPLICATION First some background information. COMMUNITY FOUNDATIONS A community foundation is a publicly supported philanthropic institution governed by a board of private citizens chosen to be

More information

Introduction. Control of Funds Transferred to DREF

Introduction. Control of Funds Transferred to DREF Table of Contents Control of Funds Transferred to DREF... 2 Delta Research and Educational Foundation (DREF)... 3 Mission... 3 Values-based Philanthropy... 3 Carrying out the Mission Through:... 3 DREF

More information

Massachusetts Pathways to Economic Advancement Pay for Success Project FACT SHEET

Massachusetts Pathways to Economic Advancement Pay for Success Project FACT SHEET Massachusetts Pathways to Economic Advancement Pay for Success Project FACT SHEET The Commonwealth of Massachusetts, Jewish Vocational Service (JVS), and Social Finance are launching the Massachusetts

More information

Coalition for New Philanthropy

Coalition for New Philanthropy The Coalition for is a groundbreaking initiative to advance philanthropy in African-American, Asian-American and Latino communities throughout the New York metropolitan region. The Coalition was established

More information

2017 Annual Giving Report

2017 Annual Giving Report 2017 Annual Giving Report Our exceptionally generous donors gave $1.6 billion to charity in fiscal year 2017. Grants from Schwab Charitable donors reach an all-time high In fiscal year 2017, Schwab Charitable

More information

Operating in Uncertain Times

Operating in Uncertain Times 1 Operating in Uncertain Times How Economic Conditions Have Affected San Diego County s Nonprofit and Philanthropic Sectors January 2010 Authors: Laura Deitrick, PhD University of San Diego Lindsey McDougle,

More information

Program Officer: Organizational Effectiveness

Program Officer: Organizational Effectiveness Program Officer: Organizational Effectiveness The David and Lucile Packard Foundation Search conducted by: Location: Los Altos, CA waldronhr.com The Organization The David and Lucile Packard Foundation

More information

CanadaHelps Annual Report

CanadaHelps Annual Report CanadaHelps Annual Report 2012-2013 CanadaHelps Annual Report 2012-2013 Mission, Vision, Values...2 Message from the CEO and Chair...3 Management Report...4 Operating Budget...5-6 Fee Structure and Notes...7-8

More information

Welcome to the Foundation Center s. Grantseeking Basics

Welcome to the Foundation Center s. Grantseeking Basics Welcome to the Foundation Center s Grantseeking Basics The Foundation Center Our Mission: To strengthen the social sector by advancing knowledge about philanthropy in the U.S. and around the world. Grantseeking

More information

REPORT TO THE COMMUNITY FOUNDATION FOR THE CAROLINAS

REPORT TO THE COMMUNITY FOUNDATION FOR THE CAROLINAS 2014 2015 REPORT TO THE COMMUNITY FOUNDATION FOR THE CAROLINAS FFTC s flagship program, the Robinson Center for Civic Leadership, convenes local leaders to collectively address our region s greatest challenges

More information

The Libra Foundation

The Libra Foundation The Libra Foundation Senior Program Officer Position Description & Candidate Profile The 360 Group 71 Stevenson Street, Suite 400 San Francisco, CA 94105 T 415-692-5243 F 415-692-5243 www.the360group.us

More information

CANADA. Current situation: Facts and figures from the 2010 CF-GSR survey

CANADA. Current situation: Facts and figures from the 2010 CF-GSR survey CANADA Community foundations Current situation: Facts and figures from the 2010 CF-GSR survey Number of community foundations at the end of 2009. 171 Number of community foundations established in 2008-2009.

More information

The Ten Years Time Grant Givers' Programme

The Ten Years Time Grant Givers' Programme The Ten Years Time Grant Givers' Programme Participant Feedback It's helped me a lot to not get bogged down in the day-to-day and think more about what being a better funder looks like, and how to actually

More information

Who Is Eligible Matching Gift Program: All full- and part-time employees that have been with the company for at least six months are eligible.

Who Is Eligible Matching Gift Program: All full- and part-time employees that have been with the company for at least six months are eligible. Guidelines Program Description The Piper Jaffray Matching Gift Program and Charitable Giving Campaign offers full-time and part-time employees the opportunity to make charitable contributions efficiently

More information

Chief Development Officer Ann & Robert H. Lurie Children s Hospital of Chicago

Chief Development Officer Ann & Robert H. Lurie Children s Hospital of Chicago Chief Development Officer Ann & Robert H. Lurie Children s Hospital of Chicago Chicago, IL https://www.luriechildrens.org Send Nominations or Cover Letter and Resume to: Libby Roberts Vice President 617-262-1102

More information

[ ] part of my responsibility is to be an ambassador for giving Report on Philanthropy Development Outcomes

[ ] part of my responsibility is to be an ambassador for giving Report on Philanthropy Development Outcomes [ ] part of my responsibility is to be an ambassador for giving. 2013 Report on Philanthropy Development Outcomes Prepared by Katalin Marky April 2014 Introduction Social Venture Partners (SVP) is a global

More information

Context of Today s Presentation

Context of Today s Presentation Debunking the Myths of Corporate and Foundation Funding July 19, 2018 Amy Nisenson, Executive Director, The Mary Morton Parsons Foundation and Cynthia Balderson, Manager-Philanthropy & Community Partnership

More information

Account name. Select when the grant should be issued. If an option is not selected, the grant will be issued as soon as possible.

Account name. Select when the grant should be issued. If an option is not selected, the grant will be issued as soon as possible. Recommend a grant Use this form to recommend a grant to charity from your philanthropic account. For quicker processing times, enter this grant online. For more information, refer to our Policies and guidelines

More information

Vitalization of Community-Bases Civil Societies. Cleveland Foundation India Pierce Lee April 5, 2012

Vitalization of Community-Bases Civil Societies. Cleveland Foundation India Pierce Lee April 5, 2012 Vitalization of Community-Bases Civil Societies Cleveland Foundation India Pierce Lee April 5, 2012 The Cleveland Foundation: History and Role in Society The Cleveland Foundation was born on January 2,

More information

The Blackbaud Index. Overall Giving, Online Giving, and Foundation Index Trends

The Blackbaud Index. Overall Giving, Online Giving, and Foundation Index Trends Overall Giving, Online Giving, and Foundation Index Trends PRESENTED BY CHUCK LONGFIELD, CHIEF SCIENTIST, BLACKBAUD WITH A CLOSER LOOK BY TODD COHEN, FOUNDER, PHILANTHROPY NORTH CAROLINA Contents 2 The

More information