1. An Overview
Lisa Cremin, Director, Metropolitan Atlanta Arts Fund, Nonprofit
Loan Fund, Social Innovation, Community Partnerships
Audrey Jacobs, Director, Center for Family Philanthropy

2. History
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Founded in 1951 as
The Metropolitan Foundation of Atlanta
Atlanta’s then four largest banks—Citizens and
Southern National, First National Bank of Atlanta,
Fulton National Bank and Trust Company of Georgia
Purpose – serve a permanent charitable resource to
benefit and improve quality of life in the
metropolitan Atlanta region.
1977- Metropolitan Atlanta Community Foundation
created, $7 million in Assets

3. History and Background
• Bullet Foundation Renamed
• 1997 information here
• The Community Foundation for Greater Atlanta
• 2011 - $700 million assets
1100 funds, including 700 donor advised funds
• The Community Foundation is one of more than
700 community foundations throughout the
country; among the top 20 largest community
foundations.

4. Our Philanthropic Framework
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5. Our Philanthropic Framework
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Observe/think

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Philanthropic
Services

9. Donor Advised Funds
Donor Advised Funds
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• Must be separately identified with reference to the
contribution of a donor or donors
• It must be owned and controlled by a sponsoring
organization
• The donor or a person appointed by the donor
must have or must reasonably expect to have, the
privilege of providing advice with respect to the
funds investments or distributions

10. Donor Advised Funds
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• 90% referrals from Professional Advisors, Accountants,
Attorneys
• $50,000 minimum fund size ($5,000 open)
• Center for Family Philanthropy—
$250,000 or Planned Gift of $1m or more
• Average new fund size is $400,000
• Average payout rate across donor- advised funds was 21%
in 2010

11. Donor Advised Funds and Private Foundations
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• Private foundations- start-up costs
• 5% asset payout requirement, annually
• Income tax deduction– up to 30% for cash
contribution
• up to 20% for appreciated securities that are
publicly traded
• Excise tax on income– up to 2% of annual net
investment income

12. Other Funds Held at The Community Foundation
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• Unrestricted– Common Good Funds
Donors who wish to provide a gift to nonprofits in the
region without being involved in the selection process
Competitive grantmaking
General operating support
• Designated
Donor creates a legacy to benefit one or more nonprofits
perpetually without giving the entire amount directly to the
nonprofit at the onset.
• Scholarship Funds

13. Who are the Foundation’s Donors?
• Predominantly metro Atlanta residents
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• Fulton, Dekalb, Gwinnett
• Age 50+
• Caucasian (97%)
• Few minorities
• Both male and female
• High net worth
• Entrepreneurs

14. The Community Foundation’s Role vis-a-vis
Donors
Serve as personal philanthropic advisor to individuals
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and families who want to make a difference
through their long-term giving.
Provide multiple giving opportunities for individuals
and families
Provide deep knowledge about nonprofit
organizations and critical community issues

15. Donor Services and Donor Engagement
• Grantmaking- grants processing,** due diligence
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• Back office Support/Recordkeeping
• Reports and various materials
• Education Opportunities throughout the year
• Smart Giving Series
• Co-investment opportunities
• Site Visits
• Family Services
• Successor Engagement
• Engaging the Next Generation

16. The Center for Family Philanthropy
Launched in 2000
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Customized services for donors with donor-advised
funds of $250,000 or greater or a Planned Gift of
$1million or more.
Provide opportunities for deep donor engagement
and customized services
• Philanthropic planning and Grantmaking
• Information and education
• Legacy Services
• Investment Options– individually managed

17. Elements of a Successful Philanthropic Roadmap
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• Values
• Interests
• Mission
• Research
• Visits
• Consultation
• Involving others– Involving the
Next Generation
• Grantmaking
• Strategy and approach
• Evaluation– results and impact
• Legacy

18. Community Foundation Impact in 2010
• Bullet information herein gifts from donors and
• Received $138 million
other funders– record year
Majority of gifts from existing fund advisors
• Granted $99 million to nonprofits in the region and
beyond
87% of those grants were through individuals,
donor advised funds
75% of last year’s $99 million remained in our
Atlanta region.

19. Donor Behavior
2010 Donor Survey
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Issues most important to donors:
Education
Religion and Spiritual Development
Arts, Culture and Humanities
Focus remains significantly on the metropolitan
Atlanta region
Giving was more focused/strategic as a result of
economic downturn in 2008
More selective in support, Emergency Relief

20. Donor Behavior
Considerations in supporting nonprofit organizations:
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Strong mission, effective programs (81%)
Demonstrating impact in meeting community needs
(66%)
Well-managed operations and stable finances (60%)
Effective Board of Directors (22%)
Innovative approaches to addressing community
issues (21%)

21. Current Research on Donor Behavior
• Bullet informationHope Consulting
“Money for Good,” here
Increasing Charitable Donations From Individuals
Key Findings:
• There is $45B of market opportunity, limited in
part by high levels of loyalty in charitable giving.
• Donors are generally satisfied with nonprofits, but
cite being solicited too often as their key area of
frustration.
• Behaviors matter: there are six discrete segments
of donors with different primary reasons for giving
• Demographics don’t matter.

22. Money For Good Research
Recommendations:
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• Segment on behaviors, not demographics
• Tag and track donors by segment
• Determine what segments are best for your
organization, given your strengths
• Develop consistent outbound marketing that
appeals to target segments
• Prioritize investments based on what will drive
donor behavior
• Capture donors early
• Understand how to manage different segments

23. • Bullet information here
Community Partnerships

24. Funds and grantmaking programs
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• Common Good Funds: • Donor Advised Funds:
– Is a pool of funds driven by – Are driven by donors
the Board – Comprise the majority (95%)
– Is not always granted of the foundation’s funds &
competitively awards ($96M)
– Is not General Operating – Are only made competitively
Support, a type of grant when requested by donor
– Grants are vetted – Are made for all kinds of
rigorously/individually; used grants
as basis for donor – Are not vetted beyond
information legalities
– Exclude certain – Do not exclude any legal
organizations nonprofit

25. 2012 Community Partnerships Committee
Department here
• Bullet information
Funding: •Administrative Fees
•Payouts: Designated Funds
•Grants from other Funders
•Fundraising & Events
•“Fees for Service

26. Grantmaking Philosophy
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We fund well integrated organizations that have:
Effective programs
Diverse, well-managed funding
Strategic planning
Capable boards and staff leadership

27. Assumptions
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The nonprofit sector is essential to enhancing
the quality of life in the metro region.
A strong nonprofit sector is one comprised of
sustainable organizations.
Sustainable organizations must have effective
leadership, adaptability, program capacity.

28. Our operating thesis as of 2009:
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Providing general operating support and
targeted management consulting services
will lead to stronger, more sustainable
nonprofits and enhance our collective
quality of living.

29. Philanthropic (Donor) Services
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• Support thoughtful, accurate informed
research that encourages smart giving
to Foundation donors
• Community Partnerships staff provide
reports, training and facilitated
education sessions; and co-design of
donor events and activities

30. Community Initiatives
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• Networks of people who can work together to
address critical community needs
• Three Community Initiatives are: the AIDS Fund,
Arts Fund and Neighborhood Fund
– These are “long-term” initiatives that are now
permanent programs of the Foundation.

31. Sample of Community Initiatives
KEY: TCF Organizational Excellence Important Program ends Important
A Sampling of Past/Current Community Initiatives (1/2011)
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Program Engaging Philanthropists Limited events before or is spun off program
Strenthening Nonprofit Sector Invlovement program is milestone
Advancing Public Will official
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Neighboorhood Fund X X
· Mott Foundation
· Local match
· 3-year program
TCF Program TCF Program
TCF Partners with Georgia Center for Nonprofits Spun off into
Support Center for (formerly Nonprofit Resource Center) independent
Nonprofits (SF) for · Institutional Funder entity
workshops · 3-year plan X
Decision to continue
NEA challenge $ to X Metropolitan Atlanta
stabalize arts groups Arts Fund
· Challenge $
· TCF Grant match
National Arts Strategies
to ATL for $ assessment
TCF receives grant from Neighborhood
Ford for CDC support Development
(ATL Housing Fund) Partnership
· merger of 2 orgs
Atlanta Women's Foundation Spun off into
(formerly Fund for Women & Children) independent
· TCF Initiated entity
Atlanta/Fulton Collaborative ATL/Fulton Spun off into
dormant - TCF partipates Fam. Connection independent
in restart dialogue · Institutional Donors entity
· 1-year plan
TCF receives Ford grant to Atlanta AIDS Partnership Fund (PLANNED GIFTS)
fund Gay Related Immune X · Partnership with United Way
Disorder (GRID) treatment · Individual/Institutions
Increased donor engagement
(National AIDS Fund, Elton Metro ATL Youth Statewide
John); designed for event funding Opportunity Initiative
· 3-year plan
Intergroup Relations Program end
Program
· Ford, 2-year plan
· local match
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32. Community Leadership
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• Our role and presence in the community
includes collectively hosting and participating in
hundreds of meetings annually
• Community Partnerships is also responsible for
management of the Foundation’s 200+
volunteers who serve on our grantmaking and
research committees

33. Working Externally
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34. Our Path
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35. Measuring Our Progress
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36. 2010 Bank of America Study of High Net Worth
Philanthropy
• Bullet information hereCommunity Foundations
Findings with respect to
• Most giving is local
• Community foundations provide important
guidance
• donors rely more on foundation staff for
guidance
• Use of charitable vehicles continues
• donor advised funds, endowed funds with a
particular organization, private foundation
• Family involvement remains important

37. Conclusion
• Bullet information here time to understand
• Importance of investing
donors
interests, passions, drivers
• Continue cultivation over time, through
generations
• Importance of collaboration

38. Conclusion
Thank You for Your
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Interest!!
Questions & Answers