2012 Annual Report - Community Foundation of West Georgia

2012 Annual Report
Helping You Help Others
The Community Foundation “Whether a donor, a fund advisor, or a
nonprofit - the Community Foundation of
West Georgia provides a personal hometown level of service helping you to meet
your objectives and serve the community.”
-Larry Teem, President of the
Atlanta Youth Project
“Our family supports the Community
Foundation of West Georgia for we believe
that our donations will serve many areas of
the community that we can’t reach with individual donations. We feel that the
foundation is knowledgeable about the
community needs and that distribution of
funds is made appropriately.”
- Sherry Stringfellow
“Why do we partner with
the CFWG – finances and volunteering
time? The better question is ‘Why Not?’
The CFWG knows best where the needs are
in the community and can direct funds and
volunteers to those most in need and in a
timely manner. We could think of no
better way to support our community
than the CFWG.”
- Tisinger Vance PC
“I chose the Community
Foundation of West GA to establish the
James Callahan and Barry Staples Endowment
for St. Margaret’s Outreach because I believe their
leadership will do their best to see my objective
of generating a regular flow of funds to aid those
in need of financial assistance is met from year to
year. By pooling the money from all investments,
returns are maximized and costs are minimized.”
- Bruce Bobick
Rev. James Callahan
Helping You Help Others
“We chose to set up The Denise
Burson Fund in my daughter’s memory at the
Community Foundation. She was a kind, caring
teacher and a friend to all. Each school year she
would strive to uphold her legacy and example
for a life of excellence. She would be happy to
know her memory is still living.”
- Mrs. Dura Burson, Denise’s mother
“Working with the Community Foundation,
we found that even at this point in our lives, we
could start a fund that would not only help serve
the greatest needs in our community, but would
be there for our children to continue to help
generations to come.”
- Trey, Laurie, Emie, & Edward Fleck
“My parents Dorsey and Sara Duffey
were always active in contributing to the needs
of the people and organizations of Carrollton and
Carroll County. They shared a special interest in caring
for the children and youth of our community. Shortly
before my father’s death, he chose the Community
Foundation of West Georgia to continue these commitments. My family truly appreciates the Foundation and
its staff. Their guidance and insight have helped us
uphold my parent’s legacy.”
- Deanna Morrow
If you want to find ways to join others in helping our community contact the Community Foundation at:
807 South Park Street
Carrollton, GA 30117
Phone: 770-832-1462 • Fax: 770-832-2899
[email protected] • www.cfwg.net
www.cfwg.net
www.facebook.com/cfwga
www.twitter.com/cfwga
www.youtube.com/cfwga
How Can You Get Involved in
Helping Our Community?
The Community Foundation of West Georgia offers donors of all means a
variety of ways to get involved in making a difference in our community.
Discover how $20 a month for 20 months will change our community forever. You pledge just $20 a month for 20 months, which joins
many other donations that go directly into the Foundation’s Community Impact Fund for grants that will enhance the quality of life for
thousands of people. Sign up today: www.cfwg.net/20-for-20/
By donating to the Community Impact Fund you can make a difference in our community for good, forever because every cent is
invested so that it can multiply and impact our community for years
to come. Local nonprofit organizations apply for annual grants supporting human services, arts and culture, environmental, economic
development, education, medical and hospice programs.
Giving should warm your heart, not burden you with tax complications and ongoing administrative details. Establishing a named
charitable fund with the Community Foundation does not require
great wealth and it isn’t complicated. You receive the simplicity
and tax advantages of a public charity combined with the personal recognition, involvement and flexibility of a private foundation. Types of funds: http://www.cfwg.net/our-funds/
Volunteers and donors can match their interests with the needs in the
nonprofit community through the Foundation web site’s Volunteer Portal.
You can search by organization or category as you seek ways to serve.
Or search for in-kind or surplus items sought by local nonprofits.
Volunteer today: http://www.cfwg.net/volunteer-portal/current-needs/
Power of the Purse offers you the opportunity to join others in support
of women’s and children’s initiatives. Anyone can be a member with
an annual pledge of $100. Power of the Purse sponsors events designed to be fun in addition to raising funds and awareness of needs.
Join today: http://www.cfwg.net/pop/
The Legacy Society offers you the opportunity to join
other generous, visionary residents of the West Georgia
area in making estate gifts that can include bequests,
life insurance and IRAs.
If you want to find ways to join others in helping our community contact the Community Foundation at:
807 South Park Street
Carrollton, GA 30117
Phone: 770-832-1462 • Fax: 770-832-2899
[email protected] • www.cfwg.net
www.cfwg.net
www.facebook.com/cfwga
www.twitter.com/cfwga
www.youtube.com/cfwga
2013 Community Impact Fund Grants
$322,500 to 33 Nonprofit Organizations
in Carroll, Haralson and Heard Counties
30%


Medical & Hospice
$97,500


Get Healthy West Georgia
HEARTS

Positive Response
Rapha Clinic of Bowdon
Human Services
$60,000
19%

Carroll County Child Advocacy Center 

CASA of Polk & Haralson

Feed the Sheep
Rapha Clinic of Temple
Freedom Point Church

Re-Entry Coalition

Impact International

St. Vincent de Paul

Open Hands United Christian Ministry
Education
$57,000
18%
 Marine Corps
Health & Human Services

Carroll County Education
Foundation

Friends of Neva Lomason Library

Carroll County
Ferst Foundation

Haralson County Ferst Foundation

Communities in Schools

Heard County Community Partnership
$45,000
14%

St. Margaret’s
Community Outreach
12%


LAMP
Economic Development

Carrollton
Goodwill
Tallapoosa
Cornerstone
Economic
Economic
Art & Culture
$38,000

Carroll County Boys & Girls Club

Shiloh Methodist Church

Bremen Educational Foundation

Carroll Community Theatre

Carroll Symphony Orchestra
$25,000 Environmental
7%
$21,000

7%
Carroll County Veterans Park

Keep Carroll Beautiful

Georgia Native Plants Society

SCRAP Bin
A notice to the community: The Community Foundation of West Georgia has available for public inspection during regular business hours or upon request, the
2012 990 IRS tax return and the FY 2012 audit. In addition, the Foundation makes available its investment policy, fees charged, list of individuals responsible for
investment of Foundation funds and oversight. Please direct inquiries to the Foundation by phone (770) 832-1462 or email at [email protected]
2012 Year-End Highlights
Y e a r-E n d D e c e m b e r 3 1 , 2 0 1 2
Community Foundation of West Georgia
Our Endowment
9 –Year
Total Assets
$35,746,006
5.2%
Annual
Investment
Return
Our Funds
Total Funds
81
11
5
30
81
35
DONOR ADVISED
5
DESIGNATED
FIELD OF
INTEREST
UNRESTRICTED
New
Funds
Created
Our Grants
315
Grants
Awarded
Totaling
$3.4
Million
To
165
Organizations
“Wow, I would
love to pay more
taxes” said no one
ever.
Learn about recent tax law changes and how to reduce your tax liability by
investing in your community while:


Receiving a charitable tax deduction


Avoiding capital gains tax
Accomplishing something good
Supporting a favorite charity or cause

Leaving a lasting legacy
You’ve Done Well.
Now, Do Good.
Contact us today for more information.
This is a public service announcement from the
Community Foundation of West Georgia, Inc. and does
not constitute professional tax or legal advice. Actual
results may vary and you should consult your tax
advisor about your specific situation.
Contact person: 555 555 5555
770-832-1462
www.cfwg.net