cfmd-community foundations celebrate 100 years

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©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014 cumulative grants $38 million The Community Foundation of Muncie and Delaware County, Inc.

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The Community Foundation of Muncie and Delaware County, Inc. joins all foundations in celebrating 100th birthday. The first Community Foundation was established in 1914 in Cleveland, OH.

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Page 1: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

cumulative grants

$38 million

The Community Foundation of Muncie and Delaware County, Inc.

Page 2: CFMD-Community Foundations Celebrate 100 Years

The Community Foundation of Muncie and Delaware County, Inc.

est. 1985

REPLACE WITH YOUR PHOTO

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 3: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

1,700+community foundations worldwide

Page 4: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Making life better

$4.5 BILLIONin grants each year

Page 5: CFMD-Community Foundations Celebrate 100 Years

Health

Community Betterment

Economic Development

Education Human Services

©2013 COF & MCFV

GIVE TO GREAT CAUSES

Celebrating the Centennial of Community Foundations in America, 1914-2014

Arts and Culture

Page 6: CFMD-Community Foundations Celebrate 100 Years

Cash

Stocks & Bonds

Bequest by Will

Real Estate

Life Insurance

Retirement Accounts

More Advanced Options

WHAT GIFTS ARE RIGHT FOR YOU?

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 7: CFMD-Community Foundations Celebrate 100 Years

PROJECTED GROWTH OF AN ENDOWED FUND

YEAR 1 YEAR 25 YEAR 50

Establish your Family Fund

$25,000 gift

$46,700 in cumulative grants and services

$47,500 balance

Initial gift has grown and paid out:

4 TIMES 9 TIMES

Assumes 5% annual payout and 8% rate of return

$135,500 in cumulative grants and services

$90,000 balance

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 8: CFMD-Community Foundations Celebrate 100 Years

PROJECTED GROWTH OF AN ENDOWED FUND

YEAR 1 YEAR 25 YEAR 50

Establish your Family Fund

$100,000 gift

$186,000 in cumulative grants and services

$190,000 balance

Initial gift has grown and paid out:

4 TIMES 9 TIMES

Assumes 5% annual payout and 8% rate of return

$541,000 in cumulative grants and services

$360,000 balance

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 9: CFMD-Community Foundations Celebrate 100 Years

PROJECTED GROWTH OF AN ENDOWED FUND

YEAR 1 YEAR 25 YEAR 50

Establish your Family Fund

$500,000 gift

$937,000 in cumulative grants and services

$950,000 balance

Initial gift has grown and paid out:

4 TIMES 9 TIMES

Assumes 5% annual payout and 8% rate of return

$2,709,000 in cumulative grants and services

$1,804,000 balance

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 10: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV

700+community foundations

SERVING THE U.S. TODAY

Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 11: CFMD-Community Foundations Celebrate 100 Years

First community foundation

1914established in Cleveland, OH

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 12: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV

The Community Foundation of Muncie and Delaware County, Inc.

granted $2 millionLast year to support causes that matter to donors and our community

Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 13: CFMD-Community Foundations Celebrate 100 Years

YOUR COMMUNITY FOUNDATION MEETS THE MOST RIGOROUS BENCHMARKS

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 14: CFMD-Community Foundations Celebrate 100 Years

Giving strategies and options

Local needs and opportunities

Key issues and effective organizations

Gift planning

Investment management

Grant administration

Accounting and tax reporting

Bringing diverse voices and views together

Coordinating local change efforts

Building permanent local funds through endowment

Strengthening community

YOUR COMMUNITY FOUNDATION: THE BEST OPTION FOR LOCAL GIVING

LOCAL EXPERTISE PERSONALIZED SERVICE COMMUNITY LEADERSHIP

Grant strategies and options

Local needs and opportunities

Key issues and effective organizations

Gift planning

Investment management

Grant administration

Accounting and tax reporting

Resident engagement

Facilitation of diverse voices and views

Coordination of change efforts

Permanent resources building through endowment

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 15: CFMD-Community Foundations Celebrate 100 Years

GIVE IT FORWARD

5% can make a $3.31 milliondifference

to future generations.

The net worth of Delaware County is estimated to be $4.59 billion. Over the next 10 years, $1.32 billion is expected to be transferred from one generation to the next. If every estate gave just 5% to the community for future generations, The Community Foundation of Muncie and Delaware County, Inc. could grant an additional $3.31million each year, forever.

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 16: CFMD-Community Foundations Celebrate 100 Years

CHARITABLE FUND OPTIONS

HIGH

LOW

Unrestricted Fund

Broad gift for community; community foundation awards grants

Field of Interest Fund

Targeted gift to a specific area; community foundation awards grants

DesignatedFund

Gift to benefit a specific organization

Donor Advised Fund

Gift fund for donor-recommended grantmaking

Supporting Organization

Some attributes of private foundation with community foundation support

Private Foundation

Independent board awards grants and separate administration

Impact flexibility Donor involvement

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 17: CFMD-Community Foundations Celebrate 100 Years

THE COMMUNITY FOUNDATION10 REASONS WHY PEOPLE GIVE TO THE COMMUNITY FOUNDATION

1We are a local organization with deep roots in the community.

2We have broad expertise regarding community issues and needs.

3We provide highlypersonalized service tailored to your charitable and financial interests.

4 Our funds help peopleinvest in the causes they care about most.

5 We accept a widevariety of assets, and can facilitate even the most complex forms of giving.

6 We partner withprofessional advisors to create highly effective approaches to charitable giving.

7 We offer maximumtax advantagefor most gifts under state and federal law.

8 We multiply the impact of gift dollars by pooling them with other gifts and grants.

9We build endowment funds that benefit the community forever and help create personal legacies.

10 We are a collaborative community leader, coordinating resources to create positive change.

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 18: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

The real difference:

PEOPLE POWERResident engagement is mission critical

Page 19: CFMD-Community Foundations Celebrate 100 Years

THE COMMUNITY FOUNDATIONBY AND FOR THE PEOPLE SIX ELEMENTS OF RESIDENT ENGAGEMENT

1 Represent the community in your choices for staff, board and committee members.

2 Listen to resident concerns and ideas about the community’s future.

3 Offer information, space and support to others engaging residents.

4 Understand civic systems and processes to help residents connect with the public sector.

5 Partner with residents to advance their ideas and solve problems.

6 Measure level and quality of resident engagement in all efforts.

Based on Engaging Residents: A New Call to Action for Community Foundations, a 2013 report prepared by the CFLeads Cultivating Community Engagement Panel.

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 20: CFMD-Community Foundations Celebrate 100 Years

THE COMMUNITY FOUNDATIONPRINCIPLES OF POWERFUL RESIDENT ENGAGEMENT

Inclusive. People from all parts of the community’s population are involved in every way.

Everyone gives. All parties contribute to the effort, drawing on their individual strengths and assets.

Reciprocity. Organizations and individuals teach and learn from each other in a two-way exchange.

Assets, not deficits. All residents have power and ability. Communities can identify, use and leverage assets such as time, talents, experiences, networks and more.

Partnership, not directorship. Organizations and individuals work with, rather than for or on behalf of communities.

PEOPLEPOWER

Based on Engaging Residents: A New Call to Action for Community Foundations,a 2013 report prepared by the CFLeads Cultivating Community Engagement Panel.

©2013 COF & MCFV Celebrating the Centennial of Community Foundations in America, 1914-2014

More than money. Organizations havemany resources to strengthen communities.

Relate to othersUnderstand issues

Make recommendationsTake action

Page 21: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV

Youth grantmakers

CAREabout their community

Celebrating the Centennial of Community Foundations in America, 1914-2014

Page 22: CFMD-Community Foundations Celebrate 100 Years

©2013 COF & MCFV

Involving our

NEXT GENERATION

of philanthropists in great grantmaking

Celebrating the Centennial of Community Foundations in America, 1914-2014