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Similar to Helping Good People Do Good Through Madison Community Foundation
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Helping Good People Do Good Through Madison Community Foundation
- 1. Helping Good People Do Good
- 2. Madison Community Foundation Board of Governors
- 4. Helping Good People Do Good INSPIRING SUPPORTING CONNECTING
- 5. 12-Month Activities • Completed 5-year strategic plan • Strengthened relationship with AFFW • Completed three campaigns • Hired three staff • Grew contributions, distributions, returns
- 7. MCF Core Values • Generosity: We inspire giving to improve our world • Permanence: We steward community assets to ensure permanent, multi-generational philanthropy • Connectivity: We listen to fundholders, learn about community initiatives and foster connections • Effectiveness: We identify opportunities, align actions and produce results • Integrity: We create trust by acting with transparency and accountability
- 8. MCF Stakeholder Themes Knowledge of the community Permanence Expertise Identify and foster connections Independent objectivity
- 9. MCF Mission Madison Community Foundation uses its local knowledge and assets to inspire giving, support meaningful initiatives and connect people for the common good.
- 10. MCF Vision The Greater Madison Area will be a vibrant and generous place where people help each other thrive.
- 11. Helping Good People Do Good INSPIRING SUPPORTING CONNECTING
- 12. Financial Highlights Total Assets: $153,190,047 Contributions Received: $9,212,371 Gifts Received: 3,465 Number of Donors: 1,763 Distributions: $7,996,802 Number of grants: 1,378
- 13. Your Support Doing Good in the World
- 14. Fundholders – Areas of Focus
- 15. Average Annual Investment Returns as of 12/31/13 Value 1 Year 3 Years 5 Years 10 Years Diversified Portfolio $132.5 M 15.11% 6.49% 10.46% 5.21% benchmark 14.90% 8.10% 11.28% 5.85% ESG Portfolio $3.8 M 20.69% 10.29% 11.90% 6.18% benchmark 17.55% 11.06% 12.71% 6.54% Maximum Giving Portfolio $5.9 M 9.85% 5.65% benchmark 4.17% 5.87%
- 16. Intergenerational Equity “The trustees of endowed institutions are the guardians of the future against the claims of the present. Their task in managing the endowment is to preserve equity among generations.” James Tobin, Economist
- 17. Investment Goals Enhance MCF Long-Term Viability • maximize value of permanent endowment • prudent level of risk • long-term investment program Return Objective • normal inflation + spending • preserve purchasing power of the funds
- 18. Excellent Stewards MCF Board of Governors MCF Investment Committee Joan Burke, Chair Jack Bolz Jim Bradley Phyllis Lovrien Steve Brown Ron Mensink Jac Garner Tom Olson Blaine Renfert Mark Ready Dave Stark Dave Reinecke Carrie Thome
- 19. Trusted Professionals Commonfund • Outsourced Chief Investment Officer • 50 Sub-advisors of marketable and hedging strategies • 70 private capital managers Walden Asset Management • ESG portfolio manager
- 21. ESG Considerations • Demonstrated accountability • Management systems • Peer group comparison • Trends over time • Capital reinvestment • Human rights • Local impacts • Board structure • ESG reporting • Executive compensation • Political spending and lobbying • Compensation/benefits • Diversity • Labor relations • Safety and workplace conditions • Climate change • Resource efficiency • Waste reduction • Water risk Environment Workplace Community Corporate Governance Sources of information • Company • Government databases • Independent research providers • Issue-based technical experts • Major media and trade journals ESG Research Framework Informs Portfolio Screening and Shareholder Engagement Core Products & Services
- 22. Real-Life Results Fund Inception 1991 Total Contributions to Fund $15,086,613 Cumulative Grants from $21,965,255 Fund since inception 12/31/13 Fund balance $16,946,529
- 23. Helping Good People Do Good INSPIRING SUPPORTING CONNECTING
- 24. Dorothy Blotz, Fundholder Field of Interest Inspiring Donors
- 25. Christine Rew Barden, Advisor Trusts & Estates Attorney “The philanthropic services offered by Madison Community Foundation are not only cost effective, but make philanthropy easy, flexible, and effective…” Inspiring Donors
- 26. Inspiring Donors Glenn and Cleo Sonnedecker, Fundholders Community Impact
- 27. Friends of Dane County Parks Endowment Inspiring Donors
- 28. Inspiring Donors • Thank you • Proactive outreach • Current & future goals – Donor Fundholder – Fundholder Legacy Society – Legacy Society Fundholder
- 29. Helping Good People Do Good INSPIRING SUPPORTING CONNECTING
- 30. Madison Public Library New Downtown Library
- 31. Clean Lakes Alliance Conservation and Infrastructure
- 32. A Fund for Women Endowment Challenge Grant
- 33. Boys and Girls Club College Club
- 34. Simpson Street Free Press After School Academic Academy
- 35. Operation Fresh Start Pathways Premium Program
- 36. YMCA Community School Pilot Program
- 37. Omega School GED Digital Curriculum
- 39. Bridge Lake Point & Vera Court Neighborhood Centers Latino Academy Workforce Development
- 40. River Food Pantry Walk-in Cooler
- 41. Central Park
- 45. Wisconsin Youth Symphony Orchestra
- 46. Wolf Run Association Black Earth Creek Trail in Mazomanie
- 47. Dane County Parks Endowment Challenge Grant
- 48. Wisconsin Wetlands Endowment Challenge Grant
- 49. Dane County Humane Society Capital Campaign
- 50. Attic Angel
- 51. Domestic Abuse Intervention Services Capital Campaign
- 52. Henry Vilas Zoo
- 53. Splash Parks Madison, Middleton, Fitchburg Splash Park
- 54. Neighborhood Center COMETS (Creating Opportunity in Math, Engineering, Technology and Science)
- 56. GROW Coalition Digging In Project
- 59. Whalen Pond
- 60. Beyond the Page Endowment $1.4 million raised!
- 62. Helping Good People Do Good