VOL. XXIX NO.3
NOVEMBER 2019
L E G A C Y
White River Greenway
Where neighbors create legacies
LET’S TALK This year, The Community Foundation has had many reasons to celebrate. We successfully met Lilly Endowment Inc.’s matching grant opportunity for unrestricted funds to extend our grantmaking. We’ve taken time to talk to donors, partners, and people across the community to better understand how the Foundation can move the needle on pressing issues. We look forward to what we can accomplish in 2020.
FUND SUPPORTS STUDENT AND TEACHER SUCCESS AT MUNCIE COMMUNITY SCHOOLS
We have celebrated with volunteers and donors, like Michelle Bade, who received the Mayor’s Arts Award for her role as an advocate of the arts and Kelly Stanley, who was named Outstanding Volunteer Fundraiser by the Association of Fundraising Professionals Indiana Chapter. Sometimes that celebration is mixed with sorrow. It is a new experience for me as the Foundation’s president to communicate the death of a current advisory board member. Pat Botts was an active member of the Foundation’s Investment Committee. Pat was also serving as the Chair of the Board of Directors of BY5, the Foundation’s supporting organization. Pat’s unexpected passing in October created a gap in the community and at the Foundation. However, his life and the example he set for those he served and served with is worth celebrating. I learned a great deal from working beside Pat. He was always prepared for meetings, wasn’t afraid to ask questions when there was confusion and was always smart and thoughtful in his recommendations. He had a vision for long-term success. Through his service on the BY5 Board, it was clear that Pat valued investing in our young people to create a stronger community in the future. And it was with this same vision of the future for our community that Pat and his wife, Jane, established an unrestricted fund, the Pat and Jane Botts Fund, at the end of 2018. This fund was able to make its inaugural grant to the 8twelve Coalition this year. As we move forward into the new year, I am sure our hearts will still feel the weight of this loss. However, we can also celebrate the legacy that Pat left in our community. I know I will not forget what I learned from working closely with him. Perhaps, each of us can find a way to invest in the future of our community. Let’s celebrate the difference we can make together. Kelly K. Shrock, President
A student expands reading skills using techniques learned during teacher professional development.
This summer, The Community Foundation awarded $111,722.18 to Muncie Community Schools for teacher professional development. MCS used this funding to provide 65 elementary school teachers and administrators professional development to support grade-level reading and give stipends to teachers who participated in a district-wide subscription to online training for all teachers called K-12 Boost. It was the first grant distribution from the Successful Schools Fund, a fund established by the Foundation’s Board of Directors to support the partnership between Ball State University and Muncie Community Schools. In 2018, the Foundation Board of Directors established the Successful Schools Fund to support professional development opportunities for certified staff. The Board restricted the use of the fund to MCS for its first three years and made an investment of up to $200,000 in total over those three years. Because continued on page 2
the fund is at the Foundation, anyone can donate to the fund. So, very quickly Board members, along with other community members, made personal contributions to the Successful Schools Fund. At the end of the 2018-2019 school year, administrators requested a distribution that would pay for district-wide training to elementary school teachers in the Orton-Gillingham approach. Muncie Community Schools began training in this approach in 2017. By 2018, a total of 28 teachers had received training to help teachers better teach reading. Orton-Gillingham is a highly structured approach that breaks reading and spelling down into smaller skills involving letters and sounds and then builds on these skills over time. Because of the Successful Schools Fund, MCS was able to provide training and compensate teachers and administrators for their time, which was mostly during the summer months. Teachers have begun implementing the new approach in their classrooms this academic year. “The funding available through the Successful Schools Fund has allowed Muncie educators to have professional development opportunities above and beyond what the district would be able to offer,” said Dr. Dea Moore-Young, Director of Elementary Education and Title 1 Administrator. Funding will be available for teacher training from the Successful Schools Fund to MCS at least through the 2020-2021 academic year. This fund would not have been possible without the flexibility of unrestricted funds, which allow The Community Foundation to
Aiesha Allen, Interventionist at West View Elementary, works with students on reading skills using the Orton-Gillingham approach.
respond to the ever-changing needs of our community. The initial $200,000 investment from The Community Foundation comes from the Unrestricted Fund. Contributions are welcome from anyone to the Successful Schools Fund to expand professional development for educators in our community. “The partnership between Ball State University and Muncie Community Schools was not something our founders or supporters could have predicted,” said Foundation President Kelly K. Shrock. “A long-term commitment to assisting our donors in building an enduring source of unrestricted assets allows us to meet our community’s needs through reactive grantmaking and also address community issues strategically as they arise.” It is in this spirit, the Foundation uses unrestricted funds to enhance the quality of life for residents of Muncie and Delaware County today, tomorrow, and always.
LAST YEAR, DONORS MADE 349 GIFTS
TO THE UNRESTRICTED FUND OF THE COMMUNITY FOUNDATION AND OTHER NAMED UNRESTRICTED FUNDS.
Unrestricted Champions These individuals have put their trust in the Foundation through lifetime giving to The Unrestricted Fund of $25,000 or more. - Mrs. Bertha L. Arbogast - Norman E. and Joyce M. Beck - Mr. and Mrs. R. Donald Bell - Mr. and Mrs. Alexander Bracken - Richard W. and Dorothy J. Burkhardt - Edwin F. Koch, Jr. M.D. - Laurie Lunsford - David and Joanna Meeks - W. Robert Porter - Mr. and Mrs. Richard Ringoen - Charles W. and Catherine Rothhaar - Mr. and Mrs. Wilbert C. Schade - Ms. Patricia Schaefer - Carol E. Seals - Mr. and Mrs. Van P. Smith - Mr. and Mrs. Reed Voran - Mrs. Geraldine Whitinger - Sherman and Marjorie Zeigler
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We are also grateful to the support of individuals who have established a named unrestricted fund at The Community Foundation. - Gary W. Addison - Stefan and Joan Anderson - Edmund F. and Virginia B. Ball - Phillip and Esther Ball - Mr. and Mrs. Larry L. Bassett - Waldo and Louisa Beebe - Pat and Jane Botts - Jack and Jane Buckles - Patrick and Marilyn Cleary - Mr. and Mrs. Gordon D. Cox - William C. and Margaret H. Dutton - Edgar and Ermalene Faulkner - Edgar and Anissa Faulkner III - Ron and Cheryl Fauquher - Mr. and Mrs. John W. Fisher - Buelah M. Frogge - Michael and Catherine Galliher - Linda Gregory and Connie Gregory - Mr. Julian and Dr. Suzanne Gresham - Gayle and Jeannine Harrold - Richard D. Hughes
- John and Marcia (Ressler) Kelly - Ms. Roni Johnson - Jeff and Beth Lang - John and Katherine Littler - Michael O. and Nicole T. Lunsford - John R. Miller - Jon and Barbara Moll - Bill and Kate Pingry - Jerome and Edie Reaves - Jim and Mary Rosema - Martin D. and Helen B. Schwartz - Mr. and Mrs. Hamer Shafer - Kent Shuff and Steve Fennimore - Jeanne and John Smith - Kelly and Donna Stanley - Daniel and Catharine Stewart - Charles V. and Claudia B. Sursa - Mr. and Mrs. David Sursa - Gary and Amy Thomas - Mr. and Mrs. B. McClellan Warrell - Joe and Lani Wilson
We are appreciative of the trust placed by both types of unrestricted champions because, with this continued support, the Foundation will remain responsive to the ever-changing needs of Muncie and Delaware County.
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DONORS TURN TO FOUNDATION TO DIVERSIFY CHARITABLE GIVING
W
aldo F. Beebe and his wife Louisa were community-minded residents living and working in Delaware County. Giving back to the community they called home was a family priority. Wally and Louisa looked for ways to enhance the quality of life for their community. “The opportunity to give is wide open,” said Wally in a 2012 interview with the Foundation. “People can give different amounts, but still be giving generously. Giving back is just something I feel I should do.” Like many founding donors, the Beebes could see the benefit of The Community Foundation, a permanently endowed foundation with a mission to enhance the quality of life in Muncie and Delaware County and the ability to meet the ever-changing needs of our community. They made their first gift – to the Unrestricted Fund – in 1986. When the option for donor advised funds became available at The Community Foundation, Wally and Louisa established the Waldo and Louisa Beebe Donor Advised Fund in 2004. The donor advised fund allowed the Beebes to make a single charitable donation to establish the fund and then advise or recommend grants to the organizations that mattered most to them over time. The fund also encouraged philanthropy among the Beebes’ three daughters by listing them as successor advisors or advisors once the establishing donors are no longer able to recommend grants. A few years later, Wally and Louisa also established the Waldo and Louisa Beebe Unrestricted Endowment Fund. This named unrestricted fund supports the same broad-on-purpose community grantmaking as the Unrestricted Fund of The Community Foundation and allows Wally and Louisa’s name to be associated
with the grantmaking establishing a long-living legacy to honor their generosity. When Louisa predeceased Wally, their legacy of philanthropy as a couple was secured through these named funds. Wally regularly used the donor advised fund to advise grants. “He was aware and attuned to the community needs, even at the ripe age of 93,” said his youngest daughter, Diana Beebe, about her father. “I always remember him stressing the importance of the three Fs – faith, family, and friends, or community, to my sisters and me. Giving back was a part of who he was, and it continued to be important to him.” For many years, Wally had directed a portion of his IRA distribution to The Community Foundation. By sending it straight to the Foundation, a 501c3 nonprofit organization, Wally may have received tax benefits, such as reducing his taxable income and the impact of its taxes. Wally stretched the giving through his IRA even further. In 2005, Wally and Louisa joined the Foundation’s Legacy Society. The method was simple. Wally had named The Community Foundation as the charitable beneficiary on his IRA account. Because he had let the Foundation know of his plans, Wally had the opportunity to identify exactly how this final distribution would be used to support the programs and projects that Wally had held so dear during his lifetime. “As the size of the Foundation increases, it has an opportunity to do more,” said Wally in 2012. “As needs arise, the Foundation is available to change the area of its giving.” The Foundation helps connect donors to the causes that matter most to them and turn their charitable desires into realities. Wally and Louisa’s support of the Foundation established a philanthropic legacy that they could enjoy during their lifetime, and that will continue today, tomorrow, and always.
FOURTH QUARTER COMPETITIVE GRANTS AWARDED In the final quarter of 2019, the Foundation awarded $99,201 to ten nonprofit organizations. Alpha Center, Inc. received $15,000 to support operations and programming for the elderly. Beneficence Family Scholars received $10,000 to support start-up costs of their programs which will serve single parents who are working to obtain post-secondary education and their children.
Muncie Downtown Development Partnership received $15,000 to revitalize interest in Muncie’s Downtown and to promote community engagement and commerce. Muncie Land Bank received $7,500 to acquire properties for the land bank. Whitely Community Council received $5,000 to support general operations.
Christian Ministries of Delaware County, Inc. received $10,000 to provide homeless families with assistance to secure permanent housing.
Youth Symphony Orchestras of East Central Indiana received $6,000 to purchase youth-sized string instruments to be used for student participant rentals.
Delaware County Historical Society received $7,000 for Resource Center improvements including a new HVAC system and display monitor for programs and presentations.
These grants were awarded through the Unrestricted Fund of The Community Foundation and the following funds: Stefan and Joan Anderson Unrestricted Fund, Bassett Family Fund, Pat and Jane Botts Fund, Jane Harrell Buckles Fund, Patrick and Marilyn Cleary Fund, Gordon and Pam Cox Fund, John and Janice Fisher Quality of Place Endowment Fund, John and Janice Fisher Unrestricted Endowment Fund, Linda and Connie Gregory Fund, Julian and Suzanne Gresham Fund, Historical Preservation Fund, Jane E. Hughes Fund, KAKATU Foundation/David and Joanna Meeks Fund, Laura Stanley Keppler Fund, Jeff and Beth Lang Fund, Leap Managed IT Fund, John and Katherine Littler Fund, Michael O. and Nicole T. Lunsford Fund, Jon and Barbara Moll Fund, MutualBank Charitable Foundation Fund, Old National Bank Fund, Jim and Mary Rosema Fund, Kent Shuff and Steve Fennimore Fund, Jeanne and John Smith Fund, Jeanne and John Smith Unrestricted Fund, Nancy J. Smith Fund, Daniel and Catharine Stewart Fund, Charles and Claudia Sursa Unrestricted Named Endowment Fund, David and Mary Jane Sursa Fund, Mary Jane Sursa Fund, Gary and Amy Thomas Fund, Wayne E. and Carolyn K. Thomas Fund, Joseph and Janet Wilson Unrestricted Endowment Fund, and Faye Wingate Fund.
8twelve Coalition received $20,000 for planning and management of the collaborative framework and beautification and child care study in the served neighborhoods. Martin Luther King Jr. Dream Team received $3,701 to provide civil rights education to 1,000 students and community members through the Freedom Bus and traveling exhibits.
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NONPROFIT ORGANIZATION U.S. POSTAGE
PAID
MUNCIE, IN PERMIT NO. 807
P.O. Box 807, Muncie, IN 47308 Phone: (765) 747-7181
Confirmed in compliance with National Standards for U.S. Community Foundations.
This fall, Ball Brothers Foundation decided to support the long-term sustainability of Muncie Community Schools by establishing the Muncie Community Schools CEO Endowment Fund at The Community Foundation. The fund, which is open for contributions from the public, will support the leadership of the school system for years to come.
Pictured: Lee Ann Kwiatkowski, Muncie Community Schools; Kelly K. Shrock; Jud Fisher, Ball Brothers Foundation
This is just another example of how we partner to support schools across the community.
Legacy is a publication of The Community Foundation of Muncie & Delaware County, Inc.
MEMORIALS AND HONORARIUMS
The following individuals were remembered or honored through gifts to The Community Foundation from August 1, 2019 to October 31, 2019.
Honorariums
Christopher Flook and Kourtney McCauliff Keith Greenwalt Naim and Shailla Gupta Nancy Hansan Sam, Emma and Grant Keppler Michael Lunsford Nicci Lunsford Jim and Mary Rosema Casey Stanley Darin and Laura Tobias
Memorials
Sarah E. Adams Singleton Arlene Allen-Washington (Becky) Philip and Esther Ball Joyce Bell Steve and Joyce Bell Patrick Botts Stephen and Beatrice Brademas Dr. James Brademas Dr. John Brademas George Branam William Bruns Richard and Dorothy Burkhardt Susie Burns Scott D. Cardle Marilyn Carey Mark Carter Coralea Edwards George Fisher Stephen Hamilton Nancy Hansan
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Jack Isenbarger Lois Johnson Laura Keppler Jeff Kesler James and Violet King Anastasios and Sophia Koumoulides Dorothy and Ronald Kratz Joe Lamble Alice Lancaster Barbara Moll Joe Mook Jerry Moore J. Barbara Murray David A. Palm John K. Parker Janet Penrod Jill Pickart Victor Renfro Joseph Scherrer Tom Schnuck Patricia Ann Shrieve Adaline Shroyer Rinker Marilyn Border Simmons Dixie Smith Patty Styles Lori Kistler Wills Pets: Miles Cornett Foxy Stephenson Marv Wilhoite
The Foundation sincerely appreciates all of its donors and the valuable support they provide. All contributors are recognized in our Annual Report.
GIVE BY MAIL
Send your donation to P.O. Box 807, Muncie, IN 47308
GIVE ONLINE
Visit cfmdin.org to make your donation
BOARD OF DIRECTORS Ermalene Faulkner Magi Kirkpatrick Sikora Sara Shade Casey Stanley Kathy White
Carol E. Seals, Chair Linda Gregory, Vice Chair Trent Dowling, Secretary Gary Thomas, Treasurer
ADVISORY BOARD Terry Whitt Bailey Judy Benken Derron Bishop Pat Botts, deceased Ruby Cain Kip Corn Chris Day John Disher Keith Doudt Mark A. Ervin Jaime Faulkner Ronald K. Fauquher
Molly Flodder Michael B. Galliher Keith Gary Connie Gregory Ryan Groves Mark K. Hardwick Tom Heck David W. Heeter Aileen Howard Mia Johnson Thomas J. Kinghorn Jeffrey R. Lang
John D. Littler Renae Mayes Fred Meyer Chris Miller Jon Moll Amy C. Thomas Nick Tokar Dennis Trammell Marianne Vorhees Leland C. Wilhoite Betty Wingrove
PAST CHAIRS
STAFF
Stefan S. Anderson Jack E. Buckles Wilbur R. Davis Mark A. Ervin Ronald K. Fauquher Suzanne Gresham Jeffrey R. Lang John D. Littler Steven M. Smith Charles V. Sursa David Sursa, deceased Marianne Vorhees
Kelly K. Shrock, President Marcy Minton, Senior Program Officer Kallie Sulanke, Community Engagement Officer Carly Acree - King, Program Officer Cheryl Decker, Executive Assistant Amy Tuttle, Office Administrator
PROFESSIONAL COUNCIL Catharine P. Stewart, Financial Counsel Steven D. Murphy, Legal Counsel