Blueprint: 2022 Annual Report

Page 10

2022
Blueprint
2 Relationships Respond Support Efficiency Expand

TABLE OF CONTENTS

A Message from the Board Chair and President & CEO page 4

Committees page 6

Investing for the Future page 7

2022 Financials page 8

The Community Foundation Board of Directors page 5 Building on Permanence; A Home of Our Own page 10 The Wright Way of Caring for Community page 12 Planned Gift Extends a Life’s Investment page 14

Grants: A Welcoming Process page 16 2022 Donors page 20

2022 Honorariums page 24

Staff page 26

A 3 TODAY TOMORROW ALWAYS
Community

A Message from the Board Chair and President & CEO

From its beginning, The Community Foundation of Muncie and Delaware County has had a plan to grow, following a blueprint to build an enduring source of community support. Over the last several years, the community, and The Community Foundation, have been presented with new opportunities and faced many challenges. To be responsive to the community’s needs, our blueprint needed some adjustments.

In 2022, The Community Foundation updated that blueprint to honor the past and envision a prosperous future. We launched an innovative strategic plan to guide us through the next five years. And we got right to work.

This year, we embraced the opportunity to grow into a new, owned space. We expanded staff, clarified roles, and reorganized to create efficiencies that help us serve the community better.

We championed nonprofits serving our community, adding flexibility to our grantmaking, introducing impact investing, and launching a new supporting organization dedicated to a healthy, well-supported sector. We served as a community leader by supporting community plans.

We partnered with MutualBank Charitable Foundation to continue their legacy by creating the Mutual Legacy Fund and accepting the largest single gift to the Foundation to date. We also bid farewell to the Maxon Foundation Fund Committee as they retired after putting their trust in the Foundation more than a decade ago. We helped create new legacies for those who made their first gift and those who left a final gift. With a strong plan for the future, we look to the community as our partner to embrace the many opportunities awaiting us. Will you join us as we seize the next opportunity for Muncie and Delaware County?

Sincerely,

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The Community Foundation Board of Directors

Professional Council

Steven D. Murphy, Legal Council

Chair Emeritus

Stefan S. Anderson

Jack E. Buckles

Wilbur R. Davis

Mark A. Ervin

Ronald K. Fauquher

Suzanne Gresham

Jeffrey R. Lang

John D. Littler

Carol E. Seals

Steven M. Smith

Charles V. Sursa

Marianne Vorhees

President Emeritus

Roni Johnson

In Memoriam

Edmund F. Ball

Oliver C. Bumb

David Sursa

Earl R. Williams

Trent Dowling, Chair Casey Stanley, Secretary Ermalene Faulkner, Treasurer Magi Kirkpatrick Sikora, Vice Chair Dave Heeter Sara Shade Hamilton Mia Johnson John W. Anderson Jr. Derron Bishop
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Committees

GOVERNANCE

Trent Dowling, Chair

Ermalene Faulkner

Magi Kirkpatrick Sikora

Casey Stanley

INVESTMENT

Tom Heck, Chair

Ronald K. Fauquher

Thomas J. Kinghorn

Carol E. Seals

Daniel Stallings

Rob Tyler

Mark Price

IMPACT INVESTING

Ben Freeman

Jeff Huff

Carol E. Seals

Magi Kirkpatrick Sikora

Steve Slavin

FINANCE

Kathy White, Chair

Judy Benken

Trent Dowling

Mark A. Ervin

Michael B. Galliher

David W. Heeter

John D. Littler

Chris Miller

Casey Stanley

GRANTS

Sara Shade Hamilton, Chair

John W. Anderson Jr.

Chris Day

Andrew Draper

Ermalene Faulkner

Jaime Faulkner

Olivia Fellows

Molly Flodder

Keith Gary

Charlize Jamieson

Lathay Pegues

STRATEGIC

Trent Dowling

Sara Shade Hamilton

Carol E. Seals

Magi Kirkpatrick Sikora

ROBERT P. BELL EDUCATION GRANTS

Joan McKinley, Chair

Lisa Brand

Kris Nauman

Courtney Crabtree

Erin Wilson

Tom Arnold

Kacie Hall

Devon Barbosa

Felicia Gray

Melanie Wright

SCHOLARSHIP

Derron Bishop

Rateira Dodds-Simmons

Keith Doudt

Aileen Howard

Marchal Hudson

Ryan Hunter

Mia Johnson

Fred Meyer

HARRY AND JANET KITSELMAN GRANTS

Jon Moll, Chair

Steve Anderson

Jack Demaree

Franky Voss

Jim Williams

MAXON FOUNDATION GRANTS

Jeffrey Lang, Chair

Steve Anderson

Jennifer Gibson

Charlie Hetrick

Bill Hughes

Steve Smith

LAND CONSERVATION GRANTS

John Craddock, Chair

Jay Allardt

Sue Errington

Sara Shade Hamilton

Paul Russell

Les Smith

John Taylor

GASTON TOWN ENDOWMENT GRANTS

Delaina Boyd

Trent Dowling

Dick Johnson

Brandon Petro

James Wormer

LIBERTY PERRY SELMA TOWN ENDOWMENT GRANTS

Jim Ballenger

Kim Conner

Larry Crabtree

Theresa Johnson

Brandon Morvilius

Kristy Thompson

TOWN OF YORKTOWN ENDOWMENT GRANTS

Edward Armantrout

Marta Guinn

Sarah McCord

Nanci Perry

Samantha Taylor

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Investing for the Future

Investment performance for 2022 was ugly. Rises and falls in the market are common, but it isn’t easy to feel good when the markets are down. Luckily, The Community Foundation is built on a long-term growth model over time, and a short-term loss won’t have a lasting impact on its benefit to the community.

Leaning into Experts

Knowledgeable community members serve on the Investment Committee of The Community Foundation. The committee, outlined in the Foundation’s bylaws, is responsible for monitoring the investment manager’s performance and recommending policies regarding the investment of the Foundation’s assets.

“As the Foundation grows, we continue to manage the portfolio for the long term, to maximize the support for the mission of the Foundation while maintaining the real (inflation-adjusted) value of the endowments. Members of the Investment Committee employ their knowledge and skills to seek higher returns while taking prudent risks, utilizing a portfolio of both traditional and alternative investments,” said Tom Heck, chair of the Investment Committee of The Community Foundation. The Foundation

contracts with an investment advisory firm to support the management of the assets in the Foundation’s investment pool. Together the Investment Committee and the advisory firm work to make prudent choices that grow The Community Foundation’s assets over time.

Introducing Impact Investing

The Community Foundation has been exploring how to do more with our assets. In 2022, the Foundation established a Local Impact Investment Subcommittee of the Investment Committee. This group evaluates opportunities to invest in local companies, organizations, or funds to generate measurable community benefits alongside financial returns.

Throughout 2022, the subcommittee worked to finalize an impact investment policy, program guidelines, and implementation tools, which were reviewed and approved by The Community Foundation Board.

“The Community Foundation has a history of using charitable assets to benefit Muncie and Delaware County. Learning about impact investing has us feeling like now is the time to do more,” said Carol Seals, past board chair and current member of the Investment Committee and Local Impact Investment Subcommittee.

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2022 Financials

CONSOLIDATED STATEMENTS OF FINANCIAL POSITION

December 31, 2022 and 2021

Cash and cash equivalents

Prepaid expenses

Estates receivable

Right of use asset

Cash surrender value of life insurance

Property, building and equipment, net of accumulated depreciation

Administrative expenses payable Grants payable

*The Community Foundation of Muncie & Delaware County, Inc., uses Fund Evaluation Group, LLC (FEG) as its investment consultant. FEG provides a complete range of traditional institutional consulting services including investment policy development, portfolio design, asset allocation, manager search and selection, investment manager monitoring, plan monitoring and education for board members and staff. **represents the total grant distribution from all funds of the Foundation

The Community Foundation of Muncie and Delaware County, Inc. and Related Entity

The audited financial statements are available on our website at CFMDIN.ORG

Investments $3,112,712 1,67528,236 559,404 812,040 78,300,931 $82,814,998 $4,085,866 1,675 1,200,000628,789 34,679 83,491,890 $89,442,899 ASSETS 2022 2021 $83,487 246,875 28,236 2,907 6,482,729 749,007 7,593,241 $10,407 251,7203,558 7,812,308 862,713 8,940,706
Funds
Investments managed
others Total liabilities 2022 2021 LIABILITIES 833,474 74,388,283 75,221,757 $82,814,998 153,201 80,348,992 80,502,193 $89,442,899
donor restrictions With donor restrictions 2022 2021 NET ASSETS
Right of use liability Annuity obligations payable
held for the benefit of others
for
Without
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153,201 $833,474 80,348,992 $74,388,283 80,502,193 $75,221,757 680,273 (5,960,709) (5,280,436) Net assets at beginning of year Net assets at end of year CHANGE IN NET ASSETS CONSOLIDATED STATEMENTS OF ACTIVITIES Contributions Contributions and grants - BY5 In-kind contributions Investment return (loss), net Administrative fee revenue Total operating support and revenue $9,038,207 3,256 2,075 (10,226,535) 722,300 (460,697) $9,037,907 560 (10,226,129) (1,187,662) $300 3,256 1,515 (406) 722,300 726,965 OPERATING SUPPORT AND REVENUE 2022 2021 TOTAL TOTAL With Donor Restrictions Without Donor Restrictions 697,077 4,075,970 (697,077) (4,075,970) Satisfaction of purpose restrictions Net assets released from restriction pursuant to spending policy NET ASSETS RELEASED FROM RESTRICTIONS 3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739 3,176,616 169,338 49,167 1,024,773 137,348 29,436 180,455 41,492 11,114 4,819,739 Program services Program services - BY5 Program services - NSN Management and general expenses Management and general expenses - BY5 Management and general expenses - NSN Fundraising expenses Fundraising expenses - BY5 Fundraising expenses - NSN Total operating expenses OPERATING EXPENSES SCHEDULE OF ASSET AND STYLE ALLOCATION* Diversifying Strategies 10.1% Master Limited Partnerships 0.0% Private Real Assets 4.2% Fixed Income 14.5% Private Equity 6.9% Hedge Funds 9.2% Emerging Markets 4.4% International Equity 11.3% US Small Cap 4.9% US Mid Cap 2.9% US Large Cap 31.6% Unrestricted Funds $4,426,621 6,512 213,076 11,953,847 753,124 17,353,180 3,292,553 184,880 983,495 102,079 146,344 23,345 4,732,696 67,881,709 $80,502,193 12,620,484 $3,770,953 $82,814,998 $89,442,899 9

Building on Permanence; A Home of Our Own

What does home mean to you? For many neighbors, home is a safe place to live and play. For The Community Foundation and many nonprofit partners in the community, 2022 was a year to focus on “home.”

In June, The Community Foundation announced that it purchased a building and would move into its new home before the year’s end.

Earlier in the year, the Foundation provided grant support to Greater Muncie, IN, Habitat for Humanity for a new home and to the YMCA of Muncie’s capital campaign focused on merging member branches and building a new facility near Muncie Central High School. Before year-end and into early 2023, the Foundation would see requests from Boys & Girls Clubs of Muncie for new administrative offices to make space for program expansion and from ecoREHAB, who was gifted a property in need of repairs to make it a viable home.

“At Muncie Habitat for Humanity, we witness how safe, affordable, quality housing can improve quality of life for a family,” said Lindsey Arthur, President and CEO of Muncie Habitat. “In the same way, our organization has experienced benefits from our new office ‘home.’ We are grateful to not be worried about the day-to-day issues that troubled us in our old building. Staff being overcrowded, the roof leaking, the furnace not being reliable, and other numerous problems

no longer plague our thoughts. We are more efficient and effective in our work now thanks to so many community supporters and the Foundation for supporting our ‘Home for Habitat’ campaign.”

The Community Foundation also knows growth often requires a new space. For The Community Foundation’s first 15 years, Foundation staff shared space within dedicated board members’ offices – first located at Ontario Corporation, then moving to Ball Corporation, and finally at NBD Bank. After 15 years of growth, the Foundation was ready to find its own space. In 2000, the staff of the Foundation moved into the Muncie Power Products building in downtown Muncie. The office buildout was designed to accommodate a decade or more of additional growth.

The space served the Foundation for 22 years. By 2020, the staff of the Foundation had increased to seven. The area started to feel small. Over 22 years, more than 300 new funds, and asset growth to over $80 million, it was clear that a new home would be needed. Additional growth in staffing was also expected very soon.

The Board of Directors, along with then Foundation president, Kelly K. Shrock, quietly began the search for a suitable space to accommodate continued growth for another 20+ years. In early 2022, the building located at 302 E. Jackson Street hit the market. Working closely with trusted real estate partners, the Foundation purchased the downtown building.

“By design, The Community Foundation is here forever to support Delaware County,”

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said Trent Dowling, Board Chair of The Community Foundation. “Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.”

The building does more than provide a home for the Foundation. It comes with an abundance of opportunities as it has nearly 30,000 square feet of usable space. Currently, only about one-third of that space is occupied.

“We see the building as an evolving blueprint,” said Marcy Minton, President and CEO of the Foundation. “We have a wonderful space to welcome visitors, and we see the potential for this building to be something amazing to share with the community in the future.”

In 2022, the focus was to make the building move-in ready for the Foundation and its first tenant. The buildout included a board room, gender-neutral restroom, a first-floor breakroom, security and IT installation, and signage. In 2023, major projects will include the installation of a new chiller, freight elevator conversion, and an updated parking lot.

Throughout 2023 and into 2024, The Community Foundation will listen to and assess additional needs in the community to determine the best next steps for the rest of the building.

In late 2022, The Community Foundation welcomed its first tenant, Beasley & Gilkison LLP, a local law firm. Sara Shade Hamilton, a partner at Beasley & Gilkison and Board Member of The Community Foundation, shared in the excitement.

“The new building provides the Foundation with a great home, and Beasley’s space within that gives us a wonderful place to meet with clients,” said Sara. “The unexpected benefit has been the opportunity to expose our clients to The Community Foundation. As our clients develop their estate plans, we can help them consider their charitable legacies. That leads back to more grantmaking – a benefit to the whole community.”

Our new home will enable even more impactful grantmaking like the grants made to Habitat, EcoRehab, and the YMCA, with the ability for more efficient and effective work with space for the now expanded staff of nine.

Habitat moved into their new home on Hoyt, in the 8twelve area, in 2022, with additional planned projects in 2023. EcoRehab’s home, an 11-acre complex with several existing buildings, will be rehabilitated over the next few years. The YMCA will break ground in 2023 for what will likely be a two-year project.

Each of our new homes followed a blueprint to provide comfort today and potential for the future.

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“Purchasing a building gives us a permanent place to call our home and opens the door to new opportunities to give back to our community.”

The Wright Way of Caring for Community

Brynn and Aleah Wright carry forward a family tradition of giving back. Following the example of the generations before them, including their parents, Deborah and Vince Wright, the two young women are building their own tradition of service.

This year, Brynn Wright, a senior at Cowan Jr./Sr. High School was recognized as a 2023 Lilly Endowment Community Scholarship recipient. The Lilly Endowment Community Scholarship in Delaware County recognizes students who show leadership potential, are well-rounded in their involvement, and exhibit community-mindedness. What set Brynn apart as a Lilly Endowment Community Scholarship recipient is her community-minded spirit and ability to incorporate service to others into all areas of her life.

Brynn specifically highlighted her experience as president of Key Club and participation in 4-H, Fellowship of Christian Athletes (FCA), student council, National Honor Society, and a student athletic leadership group – she ran cross country and track and was a cheerleader.

“I like to do a lot of different things, but in all of them, we’re giving back and trying to involve the community,” said Brynn.

Aleah Wright graduated from Cowan Jr./ Sr. High School in 2021. She was awarded

the Dr. William J. McNabney and Thelma V. McNabney Memorial Scholarship, a four-year scholarship award from The Community Foundation. Much like the Lilly Endowment Community Scholarship, the McNabney is awarded to students who have academic ability, participate in extracurricular activities, show civic responsibility, and exhibit the potential for leadership and future success.

Brynn and Aleah come from a long line of community givers. The Wright family has been in the Cowan area, in southern Delaware County, for four generations. Until 2018, and for more than 80 years, the family operated a dairy business.

“My father and mother were humble,” said Vince about his parents, Brynn and Aleah’s grandparents, who also attended Cowan School and were valedictorians. “They showed us to give back and serve, so the girls got a lot from them.”

The call to give back and academic achievement are trends for the Wright family. Twenty years before Brynn was awarded the Lilly Endowment Community Scholarship, her cousin Laura (Wright) Kelly, a 2003 Cowan Jr./Sr. High School graduate, received the same scholarship. Laura, the second of 21 grandchildren, and Brynn, the second to last, have a special bond and even share the same birthday.

As part of the Lilly Endowment Community Scholarship Program, recipients build a relationship with The Community Foundation

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that lasts during their time as undergraduate students and ten years after. Brynn is just beginning this relationship, and Laura remained in touch with the Foundation annually through 2017.

“I’m really thankful for The Community Foundation and so excited for Brynn,” said Laura. “It’s hard to see at that point in your life how big a deal it is to receive a scholarship like that.”

Like her younger cousins, Laura was recognized with a scholarship for academics, leadership, and service. And like her cousins, giving back is part of who she is and something she continues as a tradition in her own family.

Laura works as a first-grade teacher in a rural Illinois community similar to her hometown of Cowan. She and her husband serve their community through their church and other volunteer opportunities. They also look for ways to include their three young children in their service.

Today, many of Vince’s siblings and the Wright cousins still live and work in the Cowan area.

Their service is seen across the community.

“I think we’ve been very blessed in our lives and just want to share those blessings with those who need it,” said Aleah. “We just want to give back to the community that has given us so much.”

Brynn will attend Purdue University with plans to study physical therapy or nutrition. Aleah is wrapping up her second year at Purdue and is studying agribusiness. Brynn plans to and Aleah has already started giving back at their college community, too.

When asked about the impact of her scholarship, Aleah responded, “This scholarship has allowed me to be able to devote more of my time to campus and community activities that Purdue has to offer without having to battle all of the financial burdens of college.”

It is clear to see, the Wright family cares for their community. Their authentic way of giving back can serve as a model of philanthropy across generations. Partnerships with neighbors like the Wrights help The Community Foundation grow today, tomorrow, and always.

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“We just want to give back to the community that has given us so much.”

Planned Gift Extends a Life’s Investment

Greg Huffman’s Legacy Gift Continues his Support of Muncie Civic Theatre Forever

“The arts are a really important part of a community and can make a big impact in individual lives,” said Maura Hoff, Board Chair of Muncie Civic Theatre. “As we grow, we can offer more for the entire community.”

The Muncie Civic Theatre has seen growth over the last several years. They successfully completed a capital campaign to renovate their home in the Boyce Block. They persisted through a global pandemic. Most recently, they received a gift to the Muncie Civic Theatre Fund at The Community Foundation, increasing the balance 20-fold. Dedicated leaders, a strong staff, committed volunteers, and devoted supporters will help this growth continue.

Gregory Huffman, a Muncie Civic Theatre board member since the 1980s, was a key player in Civic’s growth.

“Our board has always been a working board, and Greg was a champion of that,” said Laura Williamson, executive director of Muncie Civic Theatre. “I never felt like calling him and asking for his advice was bothering him. It felt like he was happy to be included.”

Greg had a plan to provide continued support for Civic’s growth. He joined The Community Foundation’s Legacy Society by notifying

the Foundation of his plan to include the Muncie Civic Theatre Fund at The Community Foundation in his estate plan. The Foundation was listed as a beneficiary on an IRA account belonging to Greg – a simple but effective way to benefit a favorite charity with a planned gift. Donors who join the Legacy Society build a relationship with the Foundation during their lifetime and can be assured that their contribution will be used as planned once it is realized. When Greg passed away in early 2022, The Community Foundation and Muncie Civic Theatre were notified of a gift that would come from his estate to the Foundation to benefit the Muncie Civic Theatre Fund.

The planned gift was unexpected to Civic’s board and staff. Still, Laura explained, “Knowing what the Theatre meant to Greg, knowing that his friends were there, and all he had put into it over the years, it wasn’t surprising he would continue his legacy where he put such a large investment of time and energy.”

The Muncie Civic Theatre Fund is a designated endowment fund held for the benefit of Civic at The Community Foundation. The Muncie Civic Theatre Board of Directors held a special fundraising campaign to start the fund in 1992. Greg was part of the board when the fund was established and had a chance to see its impact over the years.

“It’s always nice to know there is a steady stream of income, and I applaud the board for being forward-thinking when they started the fund,” said Maura. “It has allowed for different opportunities, especially with the addition of Greg’s gift.”

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Designated funds provide benefiting organizations annual, sustainable income distributions. The income distributions are grants from the Foundation that are noncompetitive and generally unrestricted to the recipient organization to help them meet their greatest need. Because the fund is endowed, income will be available in perpetuity.

“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed,” said Laura. “Every organization sees seasons, and the fund gives us time to balance those seasons.”

Greg’s contributions to Muncie Civic Theatre extended far beyond his financial support.

In 2021, Greg was awarded the David Sursa Leadership Award from The Community Foundation in recognition of his service to Muncie Civic Theatre. Laura Williamson wrote in his nomination, “He is a mild-mannered, consistent, unassuming leader, never looking for accolades and generally being a little embarrassed by them. He is passionately committed to the Theatre and the first

to do whatever needs to be done. He is consistent and reliable. Those aren’t flashy words but specific to the Theatre’s financial sustainability, he has guided us to a place where we are profitable and making regular steps to a sustainable future.”

His choice to make a planned gift to Civic’s endowment fund truly reflects his leadership and commitment to the long-term economic sustainability of an organization that meant so much to him.

While Greg invested much time, talent, and treasure for the benefit of Muncie Civic Theatre, he was known for giving back to the community and for his dedicated service to the Muncie community more broadly. In addition to his service to Civic, over the years, he served as President of the Muncie Salvation Army Board, Vice President for Development at the United Way, President of Community Enhancement Projects, instructor for Indiana University School of Continuing Education, and as a Church Council member of High Street United Methodist Church. His service left an impact on the community and individuals alike.

“Greg had a sense that the theater was a safe space for some people,” explained Laura. “And one of the things that I really love about Greg’s legacy is that he recognized how important it is for there to be a place for all people always.”

Undoubtedly, Muncie Civic Theatre was a special place to Greg Huffman. His legacy gift to The Community Foundation will impact Civic and the community who love the theatre today, tomorrow, and always.

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“We are so grateful to the board who started the Muncie Civic Theatre Fund and to the donors that have contributed.”

Community Grants: A Welcoming Process

Nonprofit organizations now have one wide-open door to apply for grants from The Community Foundation. In late 2022, we announced Community Grants, a reenvisioning of the Foundation’s grantmaking designed to give nonprofits the gift of time.

Organizations are invited to come to the Foundation with a complete picture of funding needs. Staff match the requests to committees for review instead of requiring multiple applications.

Organizations only prepare one application and one budget, file one report, and share the story of a whole program instead of a piece of the puzzle, saving them time and resources and enabling stronger relationships. This is helpful for organizations of all sizes but can provide extra benefit for organizations operating with a lean staff or a staff of volunteers.

In addition to the changes to the application process, the Community Grants program introduced a more flexible grantmaking culture into our process, expanding on efforts already underway to award more of what nonprofits wish to see, operating funding, and more flexibility in when and how to apply and report on progress. We wanted our grantmaking to be more effective and afford opportunities for lived engagement. We wanted to better

support nonprofit organizations beyond the check and give them space to do more and do it better. We evaluated best practices, talked to nonprofit partners and donors, and explored internal challenges and opportunities around our grantmaking to take giant leaps forward toward a truly grantee-centric experience.

The conversation wasn’t new, and progress was intentional and strategic over years of time. Following an analysis of The Foundation’s historical grantmaking in 2015, Board and Grants Committee members had much to say about the direction of grantmaking.

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference. This may be traditional granting and offering pro-active grants, where the Foundation sets out specific goals and opportunities.” said Mike Lunsford during that 2015 review. Mike served on the Foundation’s Grants Committee from 1999 through 2015 and on the Board of Directors for six years until 2015.

Under the guidance of the Board and in response to the analysis, the 2016-2021 strategic plan guided intentional efforts to revise and update the former competitive grants program to be more fair and equitable for nonprofit applicants in small steps, especially those applying for operations funding.

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“We have to decide if we are granting to just be repetitive or for operating that is impactful. We need to look more at merit than history,” said Linda Gregory in that same 2015 review. Linda also served on the Foundation’s Grants Committee (2013-2022) and the Board of Directors (2015-2020).

Efforts for a more fair and equitable grantmaking process included relationship building between Foundation staff and nonprofit organizations. It also led to the introduction of a letter of intent to apply, resulting in earlier due diligence and the ability to link applicants to complementary programs of the Foundation, including a sponsorship program and a donor advisor engagement program. Committee education and efforts to develop a more diverse committee also emerged. Education focused

on the importance of operating funding and how nonprofits look when they are highperforming versus those in starvation cycles.

During this same time, a national movement toward trust-based philanthropic practices emerged. Trust-based philanthropy practices are rooted in the belief that nonprofit organizations know how to meet their missions best. As funding organizations, we can best meet the community’s needs by creating relationships, listening and learning, and partnering with nonprofit organizations that do good work with a non-prescriptive lens. Considering flexible operating support for trusted nonprofit partners allows for a more significant impact with flexibility and trust at the forefront. Considering the building blocks already laid and the information learned, the Foundation determined the need for an official grantmaking philosophy – a mission, vision, and values statement that would drive our grantmaking throughout the next strategic plan.

Working closely with the Board of Directors, the Grants Committee, professional consultants, and other key informants, the Foundation developed a Picture, Purpose, and Practice Statement to clearly express the vision and goals for grantmaking. We picture resilient nonprofits creating lasting positive change in our community, and we support and partner with nonprofits contributing to what our community needs. The Board reviewed and approved this

Continued on next page

“The ultimate question is how do you make responsible and effective grants? We strive to be good stewards of the funds entrusted to us to make a difference.”
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Continued from previous page statement, guiding how staff operationalized the new grantmaking model.

Subsequently, a new Board-approved strategic plan, launched in 2022, challenged The Community Foundation staff to improve our grantmaking in response to the Picture, Purpose, and Practice Statement and enhance the philosophy to show support to nonprofits beyond traditional grantmaking.

To meet the Board-approved grantmaking Picture, Purpose, and Practice Statement, The Community Foundation staff and consultants designed a process model and the needed key instruments of change. These were the initial giant leaps necessary to move to a more relationship and flexibility-based grantmaking process, to embrace a flexible culture across all grant programs that puts supporting nonprofits and building relationships. The new model was introduced to partners, including Board and committee members as well as grantees, throughout 2022 for feedback, recommendations, challenges, and opportunities. The official new grantmaking model and key instruments of change launched in the first quarter of 2023 with a promise for continued improvement throughout the 2022-2026 strategic plan.

“Nonprofit organizations have a lot to give in this community,” said John Anderson, who has served on the Foundation’s Grants Committee since 2020 and joined the Board of Directors in 2022. “It’s important that the Foundation build relationships on mutual learning and engagement. This will increase efficiencies in our grantmaking process for everyone involved. We can embrace the opportunity to do more for Delaware County.”

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Our Grantmaking

PICTURE

We picture resilient nonprofits creating lasting positive change in our community.

PRACTICE We share power.

We recognize that nonprofits are missionfocused, have expertise in the area they serve, and maintain valuable community knowledge. We believe this provides opportunity for mutual learning, creates curiosity, and encourages collaboration. To share power, we show humility, operate with transparency, and exercise flexibility. We give nonprofit organizations the autonomy to express their needs with communication throughout the funding process.

We build meaningful relationships.

We work side-by-side with nonprofit professionals to create and foster strong and honest relationships built on mutual respect. We believe this lays the groundwork for a trustworthy partnership and expands the opportunities for working together toward common goals. To build meaningful relationships, we practice active listening, ongoing engagement, honest assessment, responsive discussion, and provide connections to networks in our community.

We show support.

We meet organizations where they are and provide a helping hand. We understand restrictions often deter nonprofit professionals from focusing on important mission-based

PURPOSE

We support and partner with nonprofits contributing to what our community needs.

work. We believe through dialogue, diligence, and key connections we can reduce red tape and show encouragement to organizations. We do this by simplifying paperwork, doing our homework, making referrals, considering funding options, and above all, showing empathy every step of the way.

We care about community results.

We encourage contribution to community goals to honor the ideas of residents and empower shared results. We believe systemic impact can be achieved when communities work collectively. To strive for desired results, we engage in community planning and promote participation, help our partners make connections to established plans, inspire data sharing, and nurture what works for positive change.

We commit to continued improvement.

We acknowledge changes happen in the community and understand that our work must be responsive to those changes. We believe there is always room to do more and do it better. To respond and improve, we study best practices, solicit and act on feedback, and take steps, large and small, to remove barriers and provide opportunity for nonprofits in our community.

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2022 Donors

Sophia Maxon Ackerly

Robert and Jana Adams

Michelle Adams

Margaret Adams and Family

Jay and Susan Allardt

American Electric Power

Hazel Amos

Mr. & Mrs. Julius Anderson

Stefan and Joan Anderson

David and Toni Annis

Edward Armantrout and Bonita Ramirez

Stephen and Mary Avila

Gail Bader

Joan and Dave Bahlmann

Ted and Gail Baker

Ball Brothers Foundation

Rudy and Candace Ballard

Jon & Nancy Moll

Michael and Patricia Barlow

Sherry L Barlow

WaTasha Barnes Griffin

J. Neal Barnum

Dale Basham

Steve and Amy Bassett

Chase Batt

Daniel and Carolyn Beard

Mary Ann Beard

R. Donald Bell

David and Mary Benbow

Judy Benken

Daniel and Janet Benson

Kevin and Teresa Bergan

Katharyn Betts

Joni Lynn Beymer

Vicki Bicket

Derron and Charity Bishop

Kristen Bitzegaio

Dennis and Tanya Blair

Mike Blake

Megan L. Blake Weinman

Jane Botts

Forrest L. and Mary E. Bowers

The Bowles Family

Scot and Jo Boyce

Bryan and Delaina Boyd

Boys & Girls Club of Muncie

William Bracken

Brian and Amy Riggins

Ken and Peggy Briner

Cathy and Mark Brinker

Rob and Mary Broadhead

Sally Brodhead

Joel Brumley

Patricia Brunette

Nita Bruns

Schuyler & Mary Louise Buck

Jack Buckles

Cheri Buker

Polly and Ron Burch

Ed and Kathy Burgauer

Philip Lee Burk

Jon and Karen Burkhardt

Debbie Burton

Kathleen Burton

Robert and Lydia Burton

Michael and Abby Butler

Chris and Bettie Caldwell

Alyssa and DJ Campbell

Care Animal Hospital

Ann Carney Carrington Place

RL Canning

Center School Alumni Association

Christian Student Foundation

City of Muncie

Patricia Clark

Pat and Marilyn Cleary

Mike and Susie Cloyd

Brent & Lesa Collins

Abigail Comber

Carolyn Cooley

Eric and Amy Cornett

Cowan Community School Corporation

Mr. and Mrs. Gordon D. Cox

Sharon Cox and Family

Larry and Connie Crabtree

John M. Craddock

James and Janice Craig

Laura Crampton

Allie and Juanita Craycraft

Marlin and Mary Ann Creasy

Aubrey Crist

Linn and Susan Crull

Ted Cunliffe

Loyal Cutforth

Daleville Athletic Boosters

Dick and Jenifer Daniel

Daughters of the American Revolution

David and Mary Jane Sursa Trust

David P Gilliam & Associates

Wil and Cindy Davis

Mary Rose Dawson

Michael S Deane

Tim and Tonia Deane

Jim and Cheryl Decker

Jason and Melissa Delk

Jack and Patty Demaree

Connie Denney Meier

Lesley Devine

Michele DeWitt

Dianne B. Shafer Estate

Mark and Barbara Difabio

Cherilynn Dollison

Cornelius and Mary Dollison

Deborah Donovan

Keith and Edith Doudt

Trent and Karen Dowling

Larry and Gloria Durham

EBS Consulting Inc.

Rick Edmundson

Bill and Barb Eidson

Carol and Tony Elliot

Sue Errington

Mark and Molly Ervin

Estep Burkey Simmons, LLC

Lance and Mary Jo Estep

Chris and Melanie Fancher

Ed and Ermalene Faulkner

Ron and Cheryl Fauquher

Olivia Fellows

Jeff and Susan Felton

Kimberly Howe Ferguson

Jim and Ellen Finan

First Brethren Church of Oakville

James and Elizabeth Fisher

Jud and Carey Fisher

FlatLand Resources LLC

Mark and Molly Flodder

Larry and Donna Fouch

Joe Fouse

Frank Brinkman

Barbara Frazee

Floyd Freer

Barbara Frost

Kenneth and Barbara Frost

20

Jennifer Gallatin

Dave and Nancy Galliher

Thomas and Carol Gardiner

Marianne Garrard

Keith and Deborah Gary

George & Frances Ball Foundation

George Insurance Group

Barbara Gillian

Joe and Niki Gillis

Marlene A. Girton

Margaret Goen

James Gooden

Rita Grandcolas

Wayne and Linda Gray

Keith Greenwalt and Marla Templeton

Terrie L. Greenwalt

Connie Gregory

Della Gregory

Linda Gregory

Suzanne Gresham

Michael and Carolyn Grieves

Cheryl Haas

Bob and Carolyn Hadsell

Hamer D. and Phyllis C. Shafer Foundation

Christina Hansen-Pulaski

Linda K. Hanson

Mark and Cathy Hardwick

Bill Harris

Gayle and Jeanine Harrold

Jeannine and Gayle Harrold

Melissa Hathaway

Heart of Indiana United Way, Inc.

Vikki H.

Jeffrey and Kelly Heavilon

Tom and Debbie Heck

Dave and Deb Heeter

Jon and Janis Hendrix

Henry County Community Foundation, Inc.

Madelyn Heskett

Charles and Charlotte Hetrick

Bob and Sonda Hill

Carol Hirsch

Roger Hollands

Janet Smith Holmes

Home Savers of Delaware County

Joy Honn

Mark Hood

Lindsey Horan

Dan and Mary House

Aileen Howard

Gregory Huffman

William and Roseanne Hughes

Virginia Hunter

Shala Hurd

Independent Colleges of Indiana

Indiana Michigan Power

Mitch Isaacs

IU Ball UR

Jane B. Robertson Revocable Trust

Jennifer Janney

Jennifer Jas

David and Mary Jensen

Diana Johnson

Mia Johnson

Jennifer H. Johnson

David and Jill Johnson

Julianna Jarabak Johnson

Roni Johnson

Roy and Sarah Johnson

Kim Jones & Michael McCall

Junto of Muncie KAKATU Foundation

Rosmarie Kalker Estate

Stanley Keil

Connie Kemper

Betty Kendall

Martha Kendrick

Pat Kennedy

Elsie J. Kerr

Jeffrey and Ruth Kiger

Martha Kinder

Jack King

Jim and Shirley King

The Michael King Family

Thomas and Nancee Kinghorn

Kirby Avenue Church of God

Magi Kirkpatrick Sikora and Jeffrey Sikora

Tom and Anita Kishel

Kathy Kleponis

Conny Knight

Kirby and Kristi Koriath

Carol Kosisko

John Koumoulides

Steven Krug

Margaret Ellen Lacey Estate

David Land

Jeffrey and Beth Lang

Shirley Lanum

Janice L. Largent

Doris Lawhead

Jim and Martha Laws

Susan Leffler

Cheryl Lindus

Connie J. Loveless

Elaine Lueck

Mary Bess Lunsford

Gabe and Kerri Manis

Continued on next page

21

2022 Donors Continued

Meryl Mantione

Maplewood Animal Hospital

Amy Marsh

Jenni & John Marsh

Norma Martin

Stephen Martin

Masterworks Chorale

Jay and Mary Ann Matchett

Michael and Elizabeth McClinchie

Sarah McCord

Benjamin Allen McCormick

Bill and Jan McCune

Joann McKinney

Howard McVicker

Todd Merickel

Rebecca Merkel

Beth Messner

Dr. Fred A. Meyer Jr.

Hank and Terri Milius

Nancy Millard

Keith & Elaine Miller

Kevin and Sherri Miller

Karl, Carol and Mark

Jason and Marcy Minton

James E Mitchell

Lisbeth Mitchell

Missy Modesitt

Monday Afternoon Club

The Montabana Family

Marta Moody

Mary and Mark Mordue

Wilfridah Mucherah

Sarah Muhlenkamp

Muncie Altrusa Foundation, Inc.

Muncie Power Products

Chamber of Commerce

Todd and Janie Murray

Murray’s Jewelers

MutualBank Charitable Foundation, Inc.

Rick and Eva Muzzy

Myron and Carla Earhart

NAACP Muncie Branch

Steve Bassett

Marilyn Nathan

Nonprofit Support Network

Northwest Bank

John and Margo Oesterle

Mary Ann Olinger

Kathie Onieal

Larry and Barbara Ottinger

Don and Claire Park

Paul and Stacia Partezana

Wayne and Ruth Payne

Dr. Neil Perrel

John and Shirley Perry

Sandra Peterson

Luke and Dianne Philippsen

Dan Phillips

Tamara Phillips

Karen Pickering

Player’s Club Ladies Golf Association

Donna Polcz

Carolyn S Poole

Pridemark Construction Inc.

Project Leadership

Judi Putt

Janet Rash

Mr. and Mrs. David J. Readle Sr.

Steve and Amy Reed

Ramey Fights

Gabe and Susanne Reising

Mark and Judy Reynolds

Sarah Richards

Dan Ridenour

Sherry Riggin

Robert & Imogene Taylor Memorial Trust

Robert A. Terhune Charitable Lead Trust

Robert Cooper Estate

Deb and John Blair, Carla and Tim Helmke, Joe and Lana Bishop, Jody and Chris Martin, and families

Samuel David Santa Rita III

Gabe Santa Rita

Patricia Schaefer

Judy Schell

Michael K Schmaltz

Neil Schmottlach

Andrew Seager

Carol E Seals

Bill Whitehead Family and Seldom Rest Farms

Ghenno Senbetta

Brandon and Sara Shade Hamilton

Robin and Mary Shear

Sherman and Marjorie Zeigler Foundation, Inc.

Betty Louise Shick

Mark Shreve

Harry L. Shrieve

Kelly and Joel Shrock

Sigma Phi Epsilon, Indiana Gamma Chapter

Sandra Sigo

Scott and Tara Smalstig

Nancy J. Smith

Gregory and Sandra Smith

Jeffery Smith

Leslie Smith

Steven and Barbara Smith

Tom and Pam Smith

Bob and Marilyn Smitson

Cindy Sollars

Larry and Jeanine Souders

Genet Soule

South Muncie Community Development Corporation

Dr. William and Isabelle Sowers

Ron and Alice Spangler

Rich and Sheila Spisak

Gordon and Suzy Stagge

Clint and Beth Staggs

Daniel & Lynne Stallings

Casey and Jennifer Stanley

Kelly and Donna Stanley

Don and Ramona Stetson

Daniel and Cathy Stewart

R. Donn and Freida Roberts

Harold Roberts

Robin and Danny Newhouse

Janet Roepke

Judith Roepke

Mary Rose and Jim Dawson

David and Ann Marie Ross

Rotary Club of Muncie

Nanette Rushton

Melanie Russell

Marjorie Salisbury

Rob & Anna Sammelson

Drs. Charles E & Sarah A Sanders, Jr.

Bev Bishop, John and Brenda Marty, Sandy and Joe Lobraico,

James and Gail Stewart

Katherine Stoss

Stoutco Inc.

Robert and Janet Stratton

Tom and Sue Stults

Kallie and Alex Sulanke

Charlie and Claudia Sursa

Joe and Jolena Sutherland

Robert Terhune

Allan and Carolyn Thomas

Grace Elizabeth Thomas

Kent and Janis Thomas

Larry E and Jo Ann Thomas

Dennis and Melinda Thompson

The Don and Sharon Thompson

22

New Funds

Albany Fund in Memory of the Frazee Family

Boys & Girls Clubs of Muncie Educational Fund

Muncie Parks and Recreation Endowment Fund

Charitable Fund

Krista Hixson Titlow and Brian Titlow

Helen L. Towne

Rob and Julie Tyler

James Updike & Munjot Sahu

Urban Light Community Development Corporation

Marilyn Vanhooser

Alison and Kurtis Vanner

Russ Vernon and Anita Martin

Vincent and Joyce Cupit

Jim and Karen Vincent

Susan Volbrecht

Leah Voors

Skip and Marianne Vorhees

Annemarie Voss

Rex and Rhonda Waldo

Steven and Marilyn Waldo

Terry and Cheryl Walker

Ted Wanthal

Daniel Wantz

Staff of Wapahani High School

Carol Watkins

Diane Watters

Thomas Weidner and Lauren Bishop-Weidner

Larry Wesley

Amanda Wheeler

Wheeling Condominium Association

Don and Sue Whitaker

Doug and Kathy White

Carole Whitehead

Jim Williams

Rock and Judi Williams

Brenda Williamson

Michael Wilson

Deb Winders

Jim and Pam Wingate

Suzanne Wingate

Betty J Wingrove

Dan & Christine Wolfert

Mark and Mary Ann Wright

Sue Wyne

Tony Yakos

YMCA of Muncie

YHS XC and Track Booster Club

Muncie Parks and Recreation Pass-Thru Fund

Mutual Legacy Fund

Nonprofit Support NetworkOperating Fund

Nonprofit Support NetworkProgram Fund

Braden R. Reynolds Memorial Construction Management Scholarship Fund

Anonymous Scholarship Fund

Urban Light Community Development Endowment Fund

23

2022 Honorariums

In Honor

Carly Acree-King

Josephine Allton

WaTasha Barnes Griffin

Steve Bassett

Mary Ann Beard

Pat Bennett

Julie Bering

Matthew Blake

Jean R. Blake

Jack Buckles

The Buffalo Gal’s Birthday

Linn Crull

Wil and Cindy Davis

Jack Demaree

Jeremi Dobbs

Cheri Dollison

Mary and Cornelius Dollison

Trent Dowling

Petty Family

Jim Finan

John and Debbie Foster

David and Nancy Galliher

Donna Gilkison

James Gooden

Maci Goodpaster

Keith Greenwalt

Connie Gregory

Linda Gregory

Suzanne Gresham

Pat Guize

Kaye Harrell

Amy Heath

The Hendrix’s 60th Anniversary

Aileen Howard

Bill Hughes

Roni Johnson

Betty Kendall

Jeff and Ruth Kiger

Tom and Nancee Kinghorn

Carl Kizer, Jr.

Cheryl LeBlanc

Michael Lunsford

Nicole Lunsford

Bill and Jan McCune

Linda and David McGalliard

MCHS Class of 1961

Dr. Fred A. Meyer Jr.

Nancy H. Millard

Marcy Minton

Missy Modesitt

Laura Reno

Carol E. Seals

Boone Wingate Shear

Nicholas Peter Shear

Kelly K. Shrock

Kent Shuff and Steve Fennimore

John Smith

Van and Margaret Smith

Kelly and Donna Stanley

Peter Stratton

Robert L. Stratton

Mr. and Mrs. Rex Waldo

Robert Walters

Elizabeth Woodgett

Marjorie Zeigler

In Memory

Sarah E. Adams

Tiny Adams

Mahsa Amini

Gene Amlin

Unknown Angel

Earl and Martha Barb

Joan “Mrs. Donald Barnes”

Warren Beebe

Betty Beeson

R. Donald and Susan Bell

Arthur and Meryl Biggane

Bud Birt

James E. Borgmann

Patrick Botts

Kathy Bow

Stephen and Beatrice Brademas

Alyx Brinkman

Patricia and Franklyn Brinkman

William Bruns

Raymond Burcham

Ashley Burgauer

Richard and Dorothy Burkhardt

Martha Calloway

John Carlson

Ruth Chin

Dr. Jay K. Church

William “Bill” Collins

Charles “Bud” Conwell

Clyde Cox

Michael L. Cox

Darrell and Gloria Cox

Dr. Bill Current

Colleen Dailey

Jim Dewar

Larry Dollison

Don Dunnuck

Martha Ellis

Martha Ervin

Stacy Malman Feldman

George Fennimore

Nancy Finan “The Hair Goddess”

Neil W. Fouch

Christopher Lee Frazee

Bill Gaddis

Rex A. Goen

Hurley Goodall

Larry Graham

Gail Green

Zach Greenwalt

Wanda Hamilton

Sue Harris

Jenny Haskell

Daniel C. Hayden

Margaret Hole

Hub Hougland

Greg Huffman

DeWayne Hunt

Jon Hunter

Beverly Hyso

Stephen D. Johnson

Kathleen Kiefer Keil

Betty Kendall

Laura Stanley Keppler

William K. Kerr

Darrell E. King

James and Violet King

Mary Ann King

24

Mark Kinman

Anastasios and Sophia Koumoulides

Elizabeth and Ernest Krug

Ellen Lacey

Susan Land

Kip Laws

Thomas and Betty Leonard

John B. Lotz

Ora Loveless

Ann Mace

Judy Mallers

David Margell

Steven Wayne Martin

Frank Mattingly

Mr. and Mrs. Harry R. Maxon Jr.

Gary Maxwell

Marilyn McDaniel

Larry Brown and Madeline McKinley

Erma McVicker

Jack Moorman

Donna Morrow

Deborah Muncey

Harold and Jean Nation

Ellen Payne Osborn

Judith Jeanette Osterhoff

Lois Owen

David A. Palm

Jack Peckinpaugh

MacKenzie Petefish

Tommy Lee Pettiette II

Richard Lee Phillips

Jill Pickart

John Pingry

Bruce Quirk

Mary Louise Briner Reist

Charles Retherford

Braden R. Reynolds

Afton Roch

Jerry Rushton

R. Thomas Rutter

Monte Keith Salisbury

Donald Schaaf

Dale E. Schell

Sharon Seager

Herbert A Seals, Jr

Cophine Shideler

George Robert Shrieve

James R. Shrieve

Frances Shuff

Dixie Smith

Jeanne Smith

Mike Smith

Greg Spratt

Dylan Stafford

Gordon A. Stellwag

David and Mary Jane Sursa

Scott Terry

Charles W. Thomas

Callie Thompson

Mr. Robert Thompson

Mahlon Vance

Fredrick Vester

Rex Waldo II

Eileen Walters

Sarah Wanthal

Rollin E. Ward

Jim Warrner

Charley Weaver

Betty White

Kaye Whitehead

James N. Whittern

Ben Grady Williams

Earl R. Williams

Tom Williamson

Garnet Wince

Duane O. Wise

Sandra Worthen

Gary Wulff

Special Pets

Bo

Buttercup

Duke

Maxx

Mojo

Maggie Nation Brinkman

Stella Nation Brinkman

Sophia

Emma Tobias

25
26
Carly Acree-King Program Officer Staff
Marcy Minton President & CEO Joel Brumley Program Officer Rachel Lunsford Operations Support Manager Kallie Sulanke Chief Community Partner for Outreach and Donor Relations Trina Bowling Finance Officer
Molly
Harty
Community Partner for Program & Nonprofit Relations
Amanda Kavars Chief Community Partner for Program and Nonprofit Relations Amy Tuttle Communications Administrator Rachel Spodek Outreach and Donor Relations Manager Carol Kosisko Community Partner for Donor Relations Kelly
K. Shrock President
We’re your philanthropic partners. Contact Us Today! Phone: 765.747.7181 | Email: commfound@cfmdin.org | Website: cfmdin.org In 2022, we said a lot of “goodbyes.” We want to share our appreciation to all staff who served The Community Foundation throughout 2022.
JoAnna Darda Program and Nonprofit Relations Manager
27
28 Relationships Respond Support Efficiency Expand Confirmed in compliance with the National Standards for U.S. Community Foundations. commfound@cfmdin.org P.O. Box 807 Muncie, Indiana 47308 765.747.7181 CFMDIN.ORG

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