2. Our mission is to improve the quality of life in this area of South Carolina through inspired philanthropy and innovative community programs. Eastern Carolina Community Foundation
5. Personalized Service feature one › Educate people on charitable giving vehicles › Customize giving approaches to match personal interests and tax planning needs › Facilitate complex forms of giving › Share knowledge on community needs › Offer grantmaking expertise and administrative services › Help people create personal legacies via named funds › Offer involvement in recommending uses of a gift › Provide the option to give anonymously Creating solutions that fit every situation
7. Local expertise feature two Making a difference where it is needed most Arts and culture Education Environment Health Human services Neighborhood & Community Development › Gather information and track local agencies and programs › Direct grants and resources to appropriate areas › Local organization with local staff and board members › Knowledge of community issues, opportunities, and resources › Monitor all community needs…
10. community stewardship community stewardship e e t r h t o w o e n local expertise local expertise personalized service personalized service
11. Pee Dee facts Market Analysis $1B Received as revenue by nonprofit organizations in seven County area of Pee Dee in the year just past. $1.3B Reported as assets by Pee Dee nonprofit organizations in the most recent reporting year. $23.8M Received in the past year by Pee Dee agencies that make grants. 1,220 Nonprofit organizations recorded by the IRS in the seven county service area.
(Customize this slide with the name of your town/area, as well as your mission statement) Here’s a more specific description of [ local foundation name ] — we are a tax-exempt public charity created by and for the people of [ your local area ]. Our mission is to [ complete mission statement ]. So, now that you know what we are, the next logical question might be… What is different about a community foundation? Just what differentiates community foundations from other forms of organized philanthropy? Well… [ click ]
A community foundation has three special features. I’d like to touch briefly on each… It is important to note that it is the combination of these features that distinguishes community foundations, and provides opportunities for donors and our community. [ click ]
The first is personalized service . [ click ]
Our community foundation provides personalized service, helping individuals and families achieve their charitable and financial goals by offering tools and resources that make giving easy, flexible and effective. Educate people on charitable giving vehicles; we offer a variety of funds to suit individual needs and preferences. Some approaches focus on giving in the near-term, while others enable donors to make giving a part of their estate planning strategy. Customize giving approaches to match personal interests and tax planning needs; our donors benefit from the highest available tax advantages because we are a public charity. Facilitate even the most complex forms of giving; we accept a variety of assets and offer an attractive alternative to starting a private foundation since we handle all record keeping, reporting to the IRS, accounting and investment management. We pool the assets of individual funds, giving us economies of scale to hire top investment managers. Share our knowledge of community needs. Offer local grantmaking expertise and administrative services. Help people create personal legacies via named funds; help ensure that future generations learn the value of giving back. Offer involvement in recommending (to community foundation board of directors) uses of a gift. And, provide the option to give anonymously. Through highly personalized services, we are able to create solutions that fit virtually every giver and every situation. ( Note: please make sure your community foundation feels comfortable and capable of offering each bulleted service, or edit accordingly.) [ click]
The second primary feature of community foundations is local expertise . [ click ]
Your community foundation has the local expertise to understand community challenges and knows how to address them. We are a local organization staffed by people from our community and led by a local board of trustees. This group of people has an in-depth knowledge of the issues, opportunities and resources that shape our community. This enables them to play a key role in solving community problems, while helping donors learn more about local needs in order to make their giving as effective as possible. The community foundation monitors community needs in a variety of areas, including: Arts and culture Economic development Education Environment Health Human services Recreation Neighborhoods We gather information and track the many local agencies and programs working for our community. Based on this information, we can make grants and direct resources to the most appropriate areas. We stay alert to emerging issues and foster giving and volunteerism in our community, often serving as a catalyst, bringing groups of people together to work on solutions to community problems. That’s why we say that our community foundation can make a difference where it is needed most! [click]
The third feature I’d like to tell you about is the role our community foundation plays as a community leader . [ click ]
As a community leader, we play a key role in addressing community needs… now and in the future. We… Act as a community catalyst, bringing diverse voices and groups together to address local issues, and fostering greater giving and volunteering in our community. Build endowments to ensure grants are always available to support the community. Support high impact opportunities. Are governed by leaders with strong ties to our community. Foster development of new organizations and programs. And Re-direct funds as community needs change. It’s our business to build community. [click]
To sum up, your community foundation: Provides personalized service to donors Has deep local expertise And, acts as a community leader. [click]
(Customize this slide with information on the formation of your community foundation) In 1914, the first United States community foundation was established in Cleveland, Ohio. [Insert text about the formation of your foundation] Since then, community foundations have become established in the U.S. Today there are over 600: Serving citizens across the nation With more than $30 billion in assets Together, we distribute nearly $2 billion in local grants each year And our field is growing rapidly, as more and more people discover the value of community foundations. Now let’s look more specifically at [your local foundation name ]… [ click ] Note: This information could be revised locally to be about the history of your community foundation or community foundations in your state.
(Customize this slide with information on your funds and grantmaking, as well as your logo) [ logo appears on screen - click to bring up facts] [Your local foundation name] has more than [insert number ] funds. [$$ insert number ] in endowed assets. More than [insert $$ number ] in annual grants. And cumulative grants — total grants awarded since our inception — of nearly [insert $$ number ]. [You may want to talk about prudent investment practices and statistics on the growth of your local foundation here. This information on grants and financial performance helps you establish credibility and trust with your audience.] [ click ]
(Customize this slide with information on your funds and grantmaking, as well as your logo) [ logo appears on screen - click to bring up facts] [Your local foundation name] has more than [insert number ] funds. [$$ insert number ] in endowed assets. More than [insert $$ number ] in annual grants. And cumulative grants — total grants awarded since our inception — of nearly [insert $$ number ]. [You may want to talk about prudent investment practices and statistics on the growth of your local foundation here. This information on grants and financial performance helps you establish credibility and trust with your audience.] [ click ]
(Customize this slide with a photo of your board or a list of their names) You may recognize the [faces/names] here. Our board of trustees (as well as our staff and volunteers) are very active in our community. They are involved leaders who really care about our community. [ click ]
(Customize this slide with a photo of your board or a list of their names) You may recognize the [faces/names] here. Our board of trustees (as well as our staff and volunteers) are very active in our community. They are involved leaders who really care about our community. [ click ]
(Customize this slide with a photo of your board or a list of their names) You may recognize the [faces/names] here. Our board of trustees (as well as our staff and volunteers) are very active in our community. They are involved leaders who really care about our community. [ click ]