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,
Trent Dowling Board Chair
Marcy Minton President & CEO
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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
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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
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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
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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
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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
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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
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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