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©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
cumulative grants
$38 million
The Community Foundation of
Muncie and Delaware County, Inc.
The Community Foundation of
Muncie and Delaware County, Inc.
est. 1985
REPLACE WITH YOUR PHOTO
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
1,700+
community foundations worldwide
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
Making life better
$4.5 BILLION
in grants each year
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
Cash
Stocks & Bonds
Bequest by Will
Real Estate
Life Insurance
Retirement Accounts
More Advanced Options
WHAT GIFTS ARE
RIGHT FOR YOU?
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
©2013 COF & MCFV
700+
community foundations
SERVING THE U.S. TODAY
Celebrating the Centennial of Community Foundations in America, 1914-2014
First community foundation
1914
established in Cleveland, OH
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
©2013 COF & MCFV
The Community Foundation of
Muncie and Delaware County, Inc.
granted $2 million
Last year to support causes that
matter to donors and our community
Celebrating the Centennial of Community Foundations in America, 1914-2014
YOUR COMMUNITY FOUNDATION MEETS
THE MOST RIGOROUS BENCHMARKS
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
GIVE IT FORWARD
5% can make a
$3.31 million
difference
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
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
Designated
Fund
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
THE COMMUNITY FOUNDATION
10 REASONS WHY PEOPLE GIVE
TO THE COMMUNITY FOUNDATION
1
We are a local
organization with deep
roots in the community.
2
We have broad
expertise regarding
community issues
and needs.
3
We provide highly
personalized service
tailored to your charitable
and financial interests.
4 Our funds help people
invest in the causes
they care about most.
5 We accept a wide
variety of assets,
and can facilitate even
the most complex forms
of giving.
6 We partner with
professional advisors
to create highly effective
approaches to charitable
giving.
7 We offer
maximum
tax advantage
for most gifts
under state
and federal
law.
8 We multiply the impact
of gift dollars by pooling
them with other gifts and
grants.
9
We 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
The real difference:
PEOPLE POWER
Resident engagement is mission critical
THE COMMUNITY FOUNDATION
BY 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
THE COMMUNITY FOUNDATION
PRINCIPLES 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.
PEOPLE
POWER
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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
More than money. Organizations have
many resources to strengthen communities.
Relate to others
Understand issues
Make recommendations
Take action
©2013 COF & MCFV
Youth grantmakers
CARE
about their community
Celebrating the Centennial of Community Foundations in America, 1914-2014
©2013 COF & MCFV
Involving our
NEXT GENERATION
of philanthropists in great grantmaking
Celebrating the Centennial of Community Foundations in America, 1914-2014

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CFMD-Community Foundations Celebrate 100 Years

  • 1. ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014 cumulative grants $38 million The Community Foundation of Muncie and Delaware County, Inc.
  • 2. The Community Foundation of Muncie and Delaware County, Inc. est. 1985 REPLACE WITH YOUR PHOTO ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 3. ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014 1,700+ community foundations worldwide
  • 4. ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014 Making life better $4.5 BILLION in grants each year
  • 5. 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
  • 6. Cash Stocks & Bonds Bequest by Will Real Estate Life Insurance Retirement Accounts More Advanced Options WHAT GIFTS ARE RIGHT FOR YOU? ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 7. 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 8. 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 9. 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 10. ©2013 COF & MCFV 700+ community foundations SERVING THE U.S. TODAY Celebrating the Centennial of Community Foundations in America, 1914-2014
  • 11. First community foundation 1914 established in Cleveland, OH ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 12. ©2013 COF & MCFV The Community Foundation of Muncie and Delaware County, Inc. granted $2 million Last year to support causes that matter to donors and our community Celebrating the Centennial of Community Foundations in America, 1914-2014
  • 13. YOUR COMMUNITY FOUNDATION MEETS THE MOST RIGOROUS BENCHMARKS ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 14. 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 15. GIVE IT FORWARD 5% can make a $3.31 million difference 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 16. 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 Designated Fund 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 17. THE COMMUNITY FOUNDATION 10 REASONS WHY PEOPLE GIVE TO THE COMMUNITY FOUNDATION 1 We are a local organization with deep roots in the community. 2 We have broad expertise regarding community issues and needs. 3 We provide highly personalized service tailored to your charitable and financial interests. 4 Our funds help people invest in the causes they care about most. 5 We accept a wide variety of assets, and can facilitate even the most complex forms of giving. 6 We partner with professional advisors to create highly effective approaches to charitable giving. 7 We offer maximum tax advantage for most gifts under state and federal law. 8 We multiply the impact of gift dollars by pooling them with other gifts and grants. 9 We 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 18. ©2013 COF & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014 The real difference: PEOPLE POWER Resident engagement is mission critical
  • 19. THE COMMUNITY FOUNDATION BY 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014
  • 20. THE COMMUNITY FOUNDATION PRINCIPLES 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. PEOPLE POWER 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 & MCFVCelebrating the Centennial of Community Foundations in America, 1914-2014 More than money. Organizations have many resources to strengthen communities. Relate to others Understand issues Make recommendations Take action
  • 21. ©2013 COF & MCFV Youth grantmakers CARE about their community Celebrating the Centennial of Community Foundations in America, 1914-2014
  • 22. ©2013 COF & MCFV Involving our NEXT GENERATION of philanthropists in great grantmaking Celebrating the Centennial of Community Foundations in America, 1914-2014