Summer 2013 - Toledo Community Foundation

SUMMER 2013
Inspiring and
Connecting
Thoughtful Giving
This publication shares with
you news about Toledo
Community Foundation, as we
fulfill our mission of creating
philanthropy and making our
community a better place to live
and raise a family.
Toledo Community Foundation
is a public charitable foundation
serving northwest Ohio and
southeast Michigan.
For more information about the
Foundation, please contact
Ben Imdieke or Bridget Brell Holt,
philanthropic services officers,
at [email protected] or Bridget@
toledocf.org.
Specific inquiries regarding our
grantmaking process may be directed
to Chris Dziad, program officer, at
[email protected].
All staff can be reached at
419.241.5049 or visit us on the
web at www.toledocf.org or on
Facebook.
Foundation matters
New Initiative “Aspires” to Empower
Students from Cradle to Career
It’s a formidable task, but one our community is eager to embrace: empower all children in
Lucas County to achieve their potential from cradle to career. Aspire is a collaborative
initiative designed to promote key partnerships across all sectors in Lucas County with the
common goal of promoting the healthy development of children inside and outside the classroom.
Aspire is a national partner of the Strive Network, which has been successfully implemented with
promising results in communities across the United States.
“The energy from our community for this initiative is powerful,” says Aaron Baker, Aspire’s Executive
Director. “We’ve received incredible support so far, with more and more leaders coming to us and asking,
“What can I do to be a part of this?” I believe our community has been waiting for this initiative. This work
builds on existing community efforts.”
At an Aspire Design Institute in May, over 280 community members joined together to help shape the
mission, vision, goals and structure of the organization.
“The Design Institute was a resounding success,” says Aaron, who formerly served as Assistant VP for
Government Relations at The University of Toledo. “There was a high degree of energy and compelling
and constructive conversation among all the attendees.”
Community representatives helped to identify five outcomes as a measurement of success.
> Children are born healthy.
> Children enter kindergarten ready to succeed.
> Children demonstrate grade-level proficiency in reading and math.
> Youth are prepared for post-secondary education or training.
> Young adults enroll in post-secondary education or training.
Aspire’s leadership team is comprised of 22 area professionals from the business, education, faith, health
and human services, government, neighborhood and civic sectors.
“Data analysis and measurement will be one of the most critical elements of this initiative,” says Aaron.
“An area corporation is loaning an executive to Aspire to assist with the data collection and analysis. This will
allow us to share essential information with our community to support the success of children and youth.”
To learn more about Aspire, contact
Aaron Baker, executive director, at
[email protected] or 419.243.1706.
Message from the
President
Building
Brighter
Futures
Dear Friends,
At the Toledo Community Foundation, we witness over
and over again the commitment of donors who think
unselfishly about the futures of others. Whether it is
through a program targeted to a matching interest or a
legacy fund, our donors are building brighter futures across
all sectors in Northwest Ohio and Southeast Michigan.
In our recently released Annual Report, you will see that,
through your generosity, we were able to award more
than $10 million last year in support of everything from
education to the environment, to the arts and culture, to
economic development, to health and human services.
We are grateful for the foresight of all of our donors.
Many of you have been partners with us for decades and
are exemplary advocates of the work of our organization.
Some of you have recently established funds to ensure that
not only are basic human needs addressed, but also that
new initiatives will help our community to flourish far into
the future.
We are confident that we are looking at a brighter future
for Toledo. In the past month, we’ve watched hundreds of
community leaders join forces for a new initiative to prepare
our children for every step of their lives, from cradle to
successful careers.
Thank you for your support and confidence in the
Toledo Community Foundation. You have graciously and
generously shared in the responsibility of the health and
growth of our community. Thanks to you, we look forward
to an even brighter future.
Sincerely,
Keith Burwell
President
2
Domestic Violence Shelter Expands
Services with Funding Assistance
The Cocoon Shelter, the only shelter for victims of domestic
violence in Wood County, opened its doors in 2005 with the help
of $35,000 in seed money from Toledo Community Foundation.
In the past eight years, the Cocoon Shelter has grown from a staff
of three to a staff of 11 and now provides more than 3,000 nights
of safe emergency shelter services to approximately 80 domestic
violence victims and their children each year.
“From the beginning, it was obvious that the need for this
shelter was immediate and intense,” says Michelle Clossick,
Executive Director of the Cocoon Shelter. “The community really
mobilized and came together. We quickly became known as a
program to call upon for help for domestic violence victims.”
Since that first seed grant, the Cocoon Shelter has received a total
of $89,497 in additional funding from the Toledo Community
Foundation. Its most recent grant of $16,550 from the Foundation
helped the Shelter to prepare for a nearly eight-fold increase in
individuals served when it transitioned to providing communitybased client advocacy services.
The addition of client advocacy allows the Cocoon Shelter to
broaden its services to provide support and case management for
victims of domestic violence who do not reside at the shelter. The
Cocoon Shelter now also assists victims with safety planning,
obtaining protection orders, navigating the complex legal system,
and many other decisions that the victims must make.
“The Toledo Community Foundation has helped us through our
most difficult transitions,” says Michelle. “They have invested
in us and our work for the victims of domestic violence at every
level. The Toledo Community Foundation really strengthens the
community through their work.”
To learn more about TCF grant programs and how to apply,
visit www.toledocf.org/grants/overview.
The Arts and Basic Needs
Benefit from Couple’s Funds
Sandra Frey Stegman did her homework before making a critical decision about
how to best honor the memory of her husband, Stace, through a specialized fund.
“I went to the Toledo-Lucas County Public Library and researched ways to support the arts and
children,” says Sandra. “Then I made a phone call to the Toledo Community Foundation to
establish a fund to honor Stace.”
With the help of the Toledo Community Foundation, Sandra created the Stace N. and Sandra
Frey Stegman Fund for the Arts, a field-of-interest fund. The fund supports organizations and
programs in northwest Ohio and southeast Michigan which provide exposure to and participation in the arts, particularly the choral arts (but not excluding visual or performing arts)
primarily to children and young people.
“Bridget Holt (Philanthropic Services Officer) has been wonderful about bringing funding
opportunities that match my interests to my attention,” says Sandra. She has been especially
pleased with the funding selections to date for the Stace N. and Sandra Frey Stegman Fund
for the Arts through the Toledo Community Foundation. The Fund has awarded grants to
BeInstrumental Foundation, the Toledo Ballet Association, and the Toledo Public Schools (giving
students at the Old West End Academy an opportunity to attend a Toledo Opera Performance).
The focus on arts, particularly choral arts, fits as naturally into Sandra’s plans as a well-orchestrated
cantata. Stace was an accomplished singer and performed in an Episcopal boys’ choir in his
early years. Together, the couple started Musical Resources, which specialized in choral music.
Sandra, an associate professor of music at Bowling Green State University, has also taught music
education in an area public school, and founded the Junior Choral Society and Cantare. She also
conducts the Collegiate Chorale and University Women’s Chorus. “As a music educator, I’ve seen funding for the arts diminish in past years,” says Sandra. “It is so
important that we step forward to help support the areas in which we are interested. We need to
take action and follow through, particularly for young people.”
In addition to the field-of-interest fund, Sandra also created a legacy fund at the Foundation—
the Stace N. and Sandra Frey Stegman Fund for Community Needs Assistance, also in honor of
her husband. Her legacy fund will be used to support organizations and programs which provide
basic human needs assistance to individuals and families.
“The Legacy fund is part of who Stace and I were and what we always have believed is important
in life,” says Sandra. “We owe it to our loved ones and ourselves to put our affairs in order and
put our wishes in place. Giving to the Toledo Community Foundation allows me to leave behind
an important part of my husband and myself that will touch lives for years to come.”
Have You Created a
Fund with TCF?
For assistance with simple
estate planning, information
about current or deferred
giving, or to join our Legacy
Society, please contact Bridget
Brell Holt or Ben Imdieke,
philanthropic services officers,
at 419.241.5049.
Among the programs supported
through the Stace N. and
Sandra Frey Stegman Fund for
the Arts is the BeInstrumental
music program at The Friendly
Center where, here, Instructor
Meaghan Roberts teaches
keyboards to students.
3
G rant S FROM Corporate FUNDS
ProMedica Advocacy Fund
Awards Nearly $375,000 in Grants
With grants
from the
ProMedica
Advocacy Fund
to FOCUS,
families in need
receive assistance
to gain economic
and social
stability.
The ProMedica Advocacy Fund of the Toledo Community
Foundation awarded $373,718 to 18 nonprofit organizations to
assist them in providing food, clothing and shelter services and
to support the health and well-being of individuals and families
in its 27-county service area.
The following nonprofit organizations received funding:
Associated Charities of Lenawee County:
$2,500 to support the holiday food distribution program.
Catholic Charities Diocese of Toledo, Inc.:
$25,831 to support the Family Emergency Guidance
program to connect families to appropriate services. Children’s Hunger Alliance: $21,167 to expand their afterschool
meal program to Toledo area schools. FOCUS: $33,750 to purchase basic home furnishings for
families who transition to stable housing.
Food For Thought: $40,000 to purchase an additional truck,
trailer and food to expand the Mobile Pantry program. Friendly Center, Inc.:
$34,300 to collaborate with Martin Luther King Kitchen for
the Poor to improve and expand food service programs.
Geary Family YMCA: $35,000 for the Fostoria Intermediate
Elementary School weekend meal program for children. Legal Aid of Western Ohio, Inc.:
$12,500 for legal services for clients.
Lenawee Community Foundation: $3,000 to provide healthy
snacks for the weekend to elementary school children. Toledo Mud Hens
Baseball Club’s Helping Hens Fund
The Perrysburg Heights Community Association received
a $6,850 grant from the Toledo Mud Hens Baseball Club’s
Mobile Meals of Toledo:
Helping Hens Fund at the Toledo Community Foundation to
$10,000 to provide weekend meals for children.
support its summer and afterschool sports programs.
Monroe County Opportunity Program:
Grants from the Helping Hens Fund totaling $22,331 were
$15,000 to provide nutritious alternatives for food pantry items. awarded to six nonprofit organizations to provide sports and
Sandusky County Food Pantry: $10,000 to provide nutritious recreation services to youth, kindergarten through twelfth
alternatives for food pantry items. grade. Other recipients include:
St. Vincent de Paul Society:
$15,000 for the basic needs assistance program.
Anthony Wayne Crew Foundation:
$3,000 to purchase oars for the crew club.
Geary Family YMCA: $6,000 to purchase scoreboards for
$10,000 for food assistance programs.
Foundation Park located in Fostoria.
Toledo Community Services Center dba Family House:
Redeemer
Lutheran Church: $3,750 to support educational
$10,670 to purchase beds to support emergency shelter services.
and recreational summer programs.
The Salvation Army / Hillsdale:
Toledo Seagate Food Bank:
$35,000 to rehab and upgrade the main freezer.
Salem Lutheran Church:
$40,000 for the Back Pack Buddy program to provide
students with nutritious food for the weekend.
The University Church: $1,951 to support a physical fitness,
United Way of Defiance County:
YMCA of Greater Toledo:
$20,000 to support summer meal programming.
4
Grant Deadlines Sept. 15, 2013
> Community Funds
> Strategic Alliance Partnership Letters of Inquiry
Learn more about TCF’s grant opportunities and apply
online by visiting toledocf.org and click on “Grants.”
$780 to offer softball and basketball programs.
nutrition and gardening program at Reynolds Elementary School. Owens Corning Employee
Scholarship Fund Supports Education
To support employee growth and development, the Owens
Corning Employee Scholarship Fund of the Toledo
Community Foundation awarded a total of $154,000 to 45
Owens Corning employees.
G rants
Oswald Supporting Organization
For more than 92 years, Beach House Family Shelter of
Toledo has been a refuge for homeless women and their
families when they had nowhere else to turn. To assist
them in providing shelter services, Beach House received a
$10,000 grant from the Oswald Supporting Organization
of the Toledo Community Foundation. The Oswald
Supporting Organization supports projects in northwest
Ohio and southeast Michigan that enable families to develop
skills to nurture each other and to promote the advancement,
self-sufficiency and intellectual, social, emotional and
cultural growth of woman and children. They awarded
$99,048 to eight nonprofit organizations.
Other recipients were:
Feed Lucas County Children, Inc.: $20,000 to support the
afterschool and summer food program.
Friendly Center, Inc.:
Catholic Club
Summer Program
2013
Community Funds Grants
To help prevent childhood obesity, the Foundation awarded
$10,000 to the Catholic Club to support its 2013 Summer
Presidential Fitness Club program. The grant will help fund fun
and healthy fitness, gardening and nutrition activities as part of
the Club’s summer camp program. The Catholic Club provides
quality, safe, supportive, faith-based programs to children and
families – focusing on educational childcare, youth development
through enrichment opportunities, and teaching family life skills
to build stronger families.
The Foundation awarded $184,179 to eight nonprofit
organizations. Other recipients were:
Catholic Charities, Diocese of Toledo, Inc.: $61,792 to support
the Family Stability Guidance Program to offer education and
emergency assistance to families experiencing temporary hardships.
Diocese of Toledo / Padua Center:
$7,717 to support the 2013 summer math tutoring program.
Double ARC: $25,000 to support Project Succeed to assist children with Fetal Alcohol Spectrum Disorders and their families.
Fredrick Douglass Community Association:
$8,520 to support community-based educational services.
Great Lakes Center for Autism dba Great Lakes Collaborative:
$23,400 to support life skills programming for youth with Autism
Spectrum Disorder.
Toledo Botanical Garden: $43,625 to support educational
outreach, water conservation and natural preservation program.
Water for Ishmael:
$4,125 to support the quality of child care programming.
$10,100 to support Project Success, which is an afterschool
and summer program that offers homework help, music
lessons and recreational activities for children.
Legal Aid of Western Ohio, Inc.: $5,000 to support the
Medical Legal Partnership for Children Program.
Monroe Street Neighborhood Center: $14,354 to support
basic needs assistance and afterschool programming.
The Learning Club of Toledo:
$10,000 to support afterschool programming, which offers
academic enrichment in math and reading.
Toledo Bar Association Foundation:
$10,000 to support legal services to low-income individuals.
Toledo Orchestra Association, Inc.: $19,594 to support the
Community Music Lessons Program.
Bill Rowles Youth Foundation Fund
The Children’s Resource Center received a $1,000 grant from the
Bill Rowles Youth Foundation Fund of the Toledo Community
Foundation to support its intervention and prevention services
and assist with treatment goals for children and youth.
Five nonprofit organizations received grants totaling $9,000.
Other recipients were:
Eastwood Local School District:
$2,000 to enhance science, technology, engineering and
math curriculum development and evaluation.
Lake Elementary School: $2,000 to promote healthy
lifestyles, enhance academic success and leadership skills.
Leadership Toledo:
$2,000 to support the Youth Leadership Toledo program
in Wood County, to provide service learning opportunities while helping to develop positive social skills. Wood County 4-H Program:
$2,000 to support the Good Sportsmanship program to
teach etiquette, sportsmanship and civility to children
and parents.
5
EXPLORE YOUR GIVING OPTIONS
Save the Date
Nonprofit Innovation
& Excellence Awards
Nonprofit Innovation and Excellence
Awards Breakfast and Awards Ceremony
Friday, September 27, 2013 8-10am
Premiere Banquet Hall
4480 Heatherdowns Blvd., Toledo
The Annual Nonprofit Innovation &
Excellence Awards are sponsored by The
Blade and Toledo Community Foundation,
in partnership with The Center for
Nonprofit Resources.
Tickets to the breakfast and awards ceremony will be available beginning August
19, 2013 via The Center for Nonprofit
Resources at c4npr.org. Tickets may be
purchased individually or by table. All
reservations must be made and paid for in
advance. Credit card payments are accepted
via our secure website.
BCSN Announces
Student and Teacher of the Year
6
Veronica Pinciotti (left), director of Local
Stations for Buckeye CableSystem, Phil
Skeldon(Teacher of the Year), Sydney Scribner
(Student of the Year), and Tom Cole (right),
BCSN community development coordinator,
enjoy the festivities of the BCSN Awards
Ceremony to honor the Student and
Teacher of the Year.
Contributing Appreciated Securities
With major U.S. market indices reaching historical highs in 2013,
many investors are once again facing a rather welcome problem:
capital gains. As a result, donating appreciated securities and
complex assets may be more tax-efficient in 2013. Before you
cash out your appreciated public securities, remember that when
you donate them directly to charity:
> You owe no taxes on the capital gains, so the charities to which
you donate receive a larger donation.
> You may be eligible to take an income tax charitable
deduction for the full fair market value of the donated
securities — up to a maximum of 30% of your AGI for
contributions to public charities.
> Contributing to a donor advised fund makes you eligible for all
of the immediate tax benefits associated with your donation,
plus you gain the flexibility to support many charitable causes
over time with one contribution.
Call or email Ben Imdieke at 419.241.5049 or [email protected]
to discuss how TCF can help you convert appreciated securities to
charitable assets.
FO UNDAT ION F UNDAMENTALS
Capacity Building Grants
The Center for Nonprofit Resources, a collaboration of Toledo Community Foundation and
United Way of Greater Toledo, approved grants totaling $23,000 to improve the capacity and
sustainability of organizations serving underrepresented populations in Northwest Ohio.
The four area nonprofit organizations that received the grants are:
The Economic Opportunity Planning Association of Greater Toledo, Inc. (EOPA): $6,000
Frederick Douglass Community Association (FDCA): $8,500
Friendly Center, Inc.: $5,750
Grace Community Center: $2,750
The Networked Nonprofit
The Center for Nonprofit Resources will welcome nonprofit trainer and capacity builder,
Beth Kanter to Toledo on Friday, October 25, 2013 at the Toledo-Lucas County Public
Library, Huntington Meeting Room. Beth is the author of Beth’s Blog: How Nonprofits Can Use Social Media, one of the longest
running and most popular blogs for nonprofits. She was named as one of the most influential
women in technology by Fast Company Magazine and one of Business Week’s “Voices of
Innovation for Social Media.”
Beth will speak on the topic of her recent book, The Networked Nonprofit. Discussion will cover
the concept of the Networked Nonprofit and why it is important to become one to implement
your social media strategy effectively. Participants will learn the basic steps and frameworks for
creating a social media strategy that supports both program and communications goals.
The workshop will be held from 9am to 4pm. Participants enrolled in The Center’s
Certificate in Nonprofit Management program will earn six hours toward the Certificate for
attending. Those working toward CFRE earn 6.0 points.
The registration fee is $75 and includes free parking in the Library parking garage. Online
registration and payment is at c4npr.org/BethKanterWorkshop.
New Professional Development
Program Designed for Leaders of Color
The Center for Nonprofit Resources launched a new professional development program this
year entitled, the Certificate of Executive Leadership, a Nonprofit Executive and Management
Training for Leaders of Color.
“Doni Miller, Executive Director of the Neighborhood Health Association, brought this to
The Center’s attention,” says Michelle Leow Klinger, Director of The Center for Nonprofit
Resources. “The Center has a history of providing high quality professional development to
enhance leadership skills and this seemed like a natural fit.”
The program is designed to support emerging nonprofit leaders, specifically minority CEOs and
Executive Directors as well as staff who are interested in growing into these positions.
This certificate program will feature special lunchtime coaching and discussion sessions with
topics focused on networking and advancing relationships with stakeholders, donors and
community leaders. Participants will be paired with a mentor to guide them through goal
setting and assist them in areas where they are seeking professional growth.
The first cohort of 2013 is full. Participants will complete four full-day professional
development sessions and twenty hours of mentoring by the end of November in order to earn
the Certificate. Courses will cover Adaptive Leadership, Nonprofit Finance Fundamentals,
Board Governance and Human Resource Management. For more information on the
program and the professional development topics, visit http://www.c4npr.org/main/
certificate-programs.
Report to the
Community
The Foundation’s 2012 annual
report was mailed in June. If you
did not receive a copy or would like
an additional copy, please contact
Laura Sams, administrative
assistant, at 419.241.5049 or email
[email protected].
New Officers Elected
The Toledo Community
Foundation Board of Trustees
elected new officers at its annual
meeting in March.
The 2013 elected officers are:
Mary C. Werner, Chair
(President, St. Ursula Academy)
David F. Waterman, Vice Chair
(Managing Partner,
Shumaker Loop & Kendrick)
Scott A. Estes, Treasurer
(EVP and Chief Financial Officer,
Health Care REIT)
Patricia J. Appold, Secretary
(President, Oliver House
Development Co.).
Mary C. Werner
7
300 Madison Ave., Suite 1300
Toledo, OH 43604
Board of Trustees
Mary C. Werner – Chair
David F. Waterman – Vice Chair
Scott A. Estes – Treasurer
Patricia J. Appold – Secretary
Michael J. Anderson
Anthony J. Armstrong, M.D.
William Fall
James A. Hoffman
Mark D. Luetke
Rita N.A. Mansour
Beverly J. McBride
Geoffrey G. Meyers
W. Granger Souder, Jr.
Mark Zyndorf
Staff
Keith Burwell, President
Betsy Blume, Accountant
Kim Cryan, Chief Financial Officer
Christine Billau Dziad,
Program Officer
Sarah Harrison,
Senior Program Officer
Fredi Heywood, Administrator, Center
for Private & Family Foundations
Bridget Brell Holt,
Philanthropic Services Officer
Benjamin Imdieke, Senior
Philanthropic Services Officer
Michelle Klinger, Director,
The Center for Nonprofit Resources
Cynthia Lowell, Accounting Assistant
Joanne Olnhausen, Communications
and Scholarship Officer
Laura Sams, Administrative Assistant
Carol Saner, Accounting Assistant
Confirmed in compliance with National
Standards for U.S. Community Foundations
EXPLORE YOUR GIVING OPTIONS
Charitable IRA
H.R.8, the “American Taxpayer Relief Act,” extends the
Charitable IRA Rollover through December 31, 2013. An
extension to the American Taxpayer Relief Act means that if
you are more than 70.5 years of age, you can ask to transfer up to
$100,000 of an IRA to a public charity in 2013. The transfer is
totally tax free.
The Toledo Community Foundation can work with you and
your advisor to create charitable vehicles that maximize the
value of this opportunity for you, your family and the causes and
organizations you care about.
Call or email Bridget Brell Holt, philanthropic services officer, at
419.241.5049 or [email protected], to help you convert unneeded
IRA distributions to charitable assets.