VOL. XXX NO.4
DECEMBER 2020
L E G A C Y
Town of Yorktown
Where neighbors create legacies
LET’S TALK
LEVERAGING TRUST AMID UNCERTAINTY
After the year we have all experienced, it’s natural to want to rush toward 2021 and the potential for a brighter tomorrow. But this year end, we are taking the time to pause and reflect on the amazing efforts of our community coming together to respond to the COVID-19 pandemic and the other challenges of 2020. We’ve seen nonprofit organizations create new partnerships to ensure that clients in need receive services safely. We’ve watched as trust is built and tested between individuals, organizations, donors and funders, only to strengthen the relationships that are being forged. In this issue of Legacy, you’ll read about how the trust of The Community Foundation’s donors, today and in the past, is vital to the way we were able to respond in this time of community crisis. A history of giving to The Unrestricted Fund created flexibility to respond to the needs of community-serving organizations. Additional giving to The Unrestricted Fund in the early days of COVID-19, stretched that ability to respond even further. As we approach the end of this year, we trust that the relationships strengthened during these challenging times will continue. We trust that all of us will do our part to make a brighter future for Muncie and Delaware County. We extend our gratitude to you for putting your trust in The Community Foundation today, tomorrow, and always.
Kelly K. Shrock, President
Students play at Destiny Christian Academy – Central Childcare Center. A grant awarded from The Unrestricted Fund to Destiny Christian Center International will support facility updates and improvements at the center.
A
gift to The Community Foundation is rooted in trust. In most cases, donations made today last forever. The governance structure of the Foundation including the Board of Directors, Investment, Finance, and Grants Committees, ensures that every dollar invested is put to good use to grant today or grow for the challenges of tomorrow.
“The Community Foundation is one of the best-stewarded organizations around,” said Wil Davis, a former Foundation Board Chair. Wil and Cindy Davis regularly support The Unrestricted Fund of The Community Foundation. “We feel really good if we are able to join forces with the Foundation on occasion.” Donors like Wil and Cindy trust the Foundation Board of Directors and staff to respond to the needs in the community. In 2020 The Community Foundation responded quickly to the local impact of a global crisis, while remembering the value of a long-term commitment to the community. continued on page 2
This year, The Community Foundation awarded $971,600 in quarterly competitive grants, primarily from unrestricted funds. At the same time, the Foundation continues to respond to the community’s needs related to the COVID-19 pandemic. The long-term trust of Foundation donors in The Unrestricted Fund made it all possible. In March, as Delaware County saw its first confirmed case of COVID-19 and armed with the knowledge that the pandemic would impact the local community, the Board approved $20,000 COVID-19 response grants supported of the annual strategic grants budget be allocated for emergency response grants. To assure Open Door Health Services utilizing funds quick access to awarded funds, grants of $2,000 or less could be approved by a committee of from The Unrestricted Fund. the staff. These were ratified by the Board at the following monthly meeting. That same week, staff began calling local nonprofit organizations – grantees, agencies with designated funds, identified human service organizations, and regular partners – to understand how they were being impacted. Previously awarded grantees were given the flexibility to repurpose grant dollars if programming changed because of the pandemic. The first $20,000 in emergency response funding provided 12 organizations $1,000 to $2,000 grants for personal protective equipment for staff, food or supplies for food distributions, medical supplies, nutrition supplements, and more. The conversations with nonprofit organizations continued. Understanding that the need for emergency response funding would continue, the Foundation began to have conversations with donors as well. It was decided that gifts to The Unrestricted Fund from April through June would be used directly for COVID-19 response efforts. Donors and local funders contributed more than $67,000 to The Unrestricted Fund during this period. That funding has supported more than 44 organizations “Giving to The Unrestricted Fund gives The Community Foundation more leverage to meet community needs or capture grants to bring funding to our community,” explained Cindy Davis. “Through the Foundation, we trust that our gifts are a piece of the bigger picture of community giving.”
Delaware County Emergency Management utilized a COVID-19 response grant to purchase PPE to distribute across the county.
When donors come together to support The Unrestricted Fund of The Community Foundation, the impact to the community is great. Unrestricted funds make it possible to be responsive to the community’s changing and emerging needs. The Foundation is grateful for those who have already put their trust in the Foundation and will continue to earn the trust of the community today, tomorrow, and always.
UNRESTRICTED CHAMPIONS We are pleased to recognize Unrestricted Champions. These individuals have put their trust in the Foundation through lifetime giving to The Unrestricted Fund of $25,000 or more. - Mrs. Bertha L. Arbogast - Norman E. and Joyce M. Beck - Mr. and Mrs. R. Donald Bell - Mr. and Mrs. Alexander Bracken - Richard W. and Dorothy J. Burkhardt - Edwin F. Koch, Jr. M.D. - Laurie Lunsford - David and Joanna Meeks - W. Robert Porter - Mr. and Mrs. Richard Ringoen - Charles W. and Catherine Rothhaar - Mr. and Mrs. Wilbert C. Schade - Ms. Patricia Schaefer - Carol E. Seals - Mr. and Mrs. Van P. Smith - Mr. and Mrs. Reed Voran - Mrs. Geraldine Whitinger - Sherman and Marjorie Zeigler
2
Individuals who have established named unrestricted funds at The Community Foundation are also Champions. - Gary W. Addison - Stefan and Joan Anderson - Edmund F. and Virginia B. Ball - Phillip and Esther Ball - Mr. and Mrs. Larry L. Bassett - J. Robert and Joanne Baur - Waldo and Louisa Beebe - Patrick and Jane Botts - Jack and Jane Buckles - Patrick and Marilyn Cleary - Mr. and Mrs. Gordon D. Cox - William C. and Margaret H. Dutton - Ermalene and Edgar Faulkner, Jr. - Edgar and Anissa Faulkner III - Ron and Cheryl Fauquher - Mr. and Mrs. John W. Fisher - Buelah M. Frogge - Michael and Catherine Galliher - Linda Gregory and Connie Gregory - Mr. Julian and Dr. Suzanne Gresham - Gayle and Jeannine Harrold
- Richard D. Hughes - Ms. Roni Johnson - John and Marcia (Ressler) Kelly - Jeff and Beth Lang - John and Katherine Littler - Michael O. and Nicole T. Lunsford - John R. Miller - Jon and Barbara Moll - Bill and Kate Pingry - Jerome and Edie Reaves - Jim and Mary Rosema - Martin D. and Helen B. Schwartz - Mr. and Mrs. Hamer Shafer - Kent Shuff and Steve Fennimore - Jeanne and John Smith - Kelly and Donna Stanley - Daniel and Catharine Stewart - Charles V. and Claudia B. Sursa - Mr. and Mrs. David Sursa - Gary and Amy Thomas - Mr. and Mrs. B. McClellan Warrell - Joe and Lani Wilson
We are thankful for the trust placed by the Foundation’s unrestricted donors. With this continued support, the Foundation will remain responsive to the ever-changing needs of Muncie and Delaware County.
c f md in .o rg
FOUR WAYS TO GIVE TO CONSIDER AT YEAR-END 2020 has been a year full of unique challenges, difficult conversations, and new adventures. As the year comes to a close, The Community Foundation invites you to consider making an end-of-the-year gift to support the causes that matter most to you. We always appreciate your gift to The Unrestricted Fund of The Community Foundation, or a complete list of funds can be found online at cfmdin.org/funds.
HOW CAN I MAKE A GIFT AT YEAR-END? APPRECIATED STOCK
CHARITABLE GIFT ANNUITY
At year-end, I could gift some shares of appreciated stock I’ve held for a year to The Community Foundation. My income tax deduction is the stock’s fair market value, far less than my out-of-pocket cost for that stock.
If I am older, I could use a matured CD, a retirement plan distribution, or matured savings bonds I’ve redeemed to fund a charitable gift annuity (“CGA”). A CGA often provides higher than market income for life to me and another older person, with an income tax deduction, too. The Community Foundation can provide calculations showing how a CGA could work for me.
IRA DISTRIBUTION
REAL ESTATE
If I am 70 ½ or older with an IRA, I could ask my IRA plan custodian to send a check from my IRA directly. That IRA distribution to charity will not be included in my taxable income, making my customary annual gift pre-tax, and count towards my required annual minimum distribution.
If I have real estate, like rental properties or farms, or a business that I am considering disposing of, I could ask The Community Foundation about charitable plans that can be funded often pre-tax with part or all of such appreciated assets, providing income to me and my spouse, children, or siblings.
Please consult your financial advisors for specific questions regarding your tax situation. To learn more about the different ways to give at The Community Foundation, contact Kelly K. Shrock, president, at 765-747-7181 or kshrock@cfmdin.org.
2020 FOURTH QUARTER COMPETITIVE GRANTS THE FOUNDATION AWARDS 10 GRANTS TOTALING $96K We are pleased to announce that $96,151 has been awarded to 10 nonprofit organizations during the final Quarterly Competitive Grant cycle of 2020.
ecoREHAB of Muncie received $25,000 to
Alliance for Strategic Growth
resident driven projects from the 2021 8twelve Coalition Action Plan and for the coalition management platform.
support a sixteen-week training course that will provide ten individuals with technical and soft skill training in the building industry.
8twelve Coalition received $10,000 for
received $12,000 to support remote and socially-distanced workshops focusing on soft skills and employment skills for the unemployed and underemployed in Muncie and Delaware County.
Huffer Memorial Children’s Center
Animal Rescue Fund received $7,800
Muncie Sports Commission received
to provide veterinary services at the ARF PAW spay, neuter, and wellness clinic.
Ball State University received $1,000
for signage and consumables needed at the Community Design Center, a community planning storefront located in the Muncie Mall.
Christian Ministries of Delaware County received $10,000 to keep families in their homes as they face eviction or utility disconnection.
received $6,851 to purchase and install playground equipment.
$9,500 to jump-start rebranding efforts including website development and marketing.
Ross Community Center received
$10,000 for a weekly community market, emergency food pantry, innovative youth and adult programming to enhance lifelong learning, and community services.
Youth Symphony Orchestra of East Central Indiana received $4,000 for
operations, including music education for students in Delaware County.
Fourth Quarter Competitive Grants have been awarded from The Unrestricted Fund of The Community Foundation and the following funds: Gary Addison Fund, Stefan and Joan Anderson Unrestricted Fund, Bassett Family Fund, Pat and Jane Botts Fund, Jane Harrell Buckles Fund, Patrick and Marilyn Cleary Fund, Ron and Cheryl Fauquher Fund, John and Janice Fisher Unrestricted Endowment Fund, Mike and Cathy Galliher Fund, Gayle and Jeannine Harrold Fund, Jane E. Hughes Fund, Roni Johnson Fund, KAKATU Foundation/David and Joanna Meeks Fund, Laura Stanley Keppler Fund, Jeff and Beth Lang Fund, LEAP Managed IT Fund, John and Katherine Littler Fund, Michael O. and Nicole T. Lunsford Fund, Midwest Metal Products Fund, Bill and Nancy Mitchell Living Well in Delaware County Fund, Jon and Barbara Moll Fund, MutualBank Charitable Foundation Fund, Ontario Systems-Wil Davis and Ron Fauquher Fund, Jim and Mary Rosema Fund, Shafer/Muncie Power Products Legacy Fund, Jeanne and John Smith Fund, Jeanne and John Smith Unrestricted Fund, Nancy J. Smith Fund, Daniel and Catharine Stewart Fund, Charles and Claudia Sursa Unrestricted Named Endowment Fund, David and Mary Jane Sursa Fund, Gary and Amy Thomas Fund, Wayne E. and Carolyn K. Thomas Fund, Joseph and Janet Wilson Unrestricted Endowment Fund, Faye Wingate Fund
NONPROFIT ORGANIZATION U.S. POSTAGE
PAID
MUNCIE, IN PERMIT NO. 807
P.O. Box 807, Muncie, IN 47308 Phone: (765) 747-7181
Confirmed in compliance with National Standards for U.S. Community Foundations.
Wishing you health, happiness, and peace during this holiday season and throughout the coming year. From Your Friends at The Community Foundation, Kallie, Amy, Marcy, Kelly, Trina, JoAnna, and Carly
Legacy is a publication of The Community Foundation of Muncie & Delaware County, Inc.
MEMORIALS AND HONORARIUMS
The following individuals were remembered or honored through gifts to The Community Foundation from August 1, 2020 to October 31, 2020.
Honorariums
Bob and Joanne Baur Susan Faulkner Fred Feick Muggs Gooden Erma L. Green Jeff and Ruth Kiger Doris Lawhead Michael Lunsford Nicole Lunsford Van P. Smith Willie Spry Bill Summers Patty Williams
Memorials
John A. Abrams Tiny Adams Joel Barrett Patrick Botts Alyx Brinkman Patricia and Franklyn Brinkman Michael Brodhead Kyle Buczek
4
Adam Cline Patricia Mitchell Fields Matthew Fisher Charles H. Freeman William Garrett Rex Goen Harriette Harra Everett “Butch” Hayden Dennis R Hensley James and Violet King Susan Land Diana Lee Morris John K. Parker Jane Peterson Rodney J. Richard Steve Robert Al Robinson Zenobia Roundtree-Faulkner Uno Shrock Dixie Smith Barbara Sparenberg Elaine Tudor Rex Waldo II Jim Warrner Georgie White
The Foundation sincerely appreciates all of its donors and the valuable support they provide. All contributors are recognized in our Annual Report.
GIVE BY MAIL
GIVE ONLINE
Send your donation to P.O. Box 807, Muncie, IN 47308
Visit cfmdin.org to make your donation
WELCOME NEW FINANCE OFFICER
The Community Foundation is pleased to welcome Trina Bowling as Finance Officer. Trina is a lifelong Muncie resident. She brings two decades of accounting and finance experience. “I am proud and excited to join The Community Foundation and ready to play an active role in the wonderful things the Foundation does for our community.”
BOARD OF DIRECTORS Carol E. Seals, Chair Trent Dowling, Vice Chair Gary Thomas, Secretary Magi Kirkpatrick Sikora, Treasurer
ADVISORY BOARD John Anderson Judy Benken Chris Caldwell Chris Day Mark A. Ervin Jaime Faulkner Ronald K. Fauquher Molly Flodder
PAST CHAIRS Stefan S. Anderson Jack E. Buckles Wilbur R. Davis Mark A. Ervin Ronald K. Fauquher Suzanne Gresham Jeffrey R. Lang John D. Littler Steven M. Smith Charles V. Sursa David Sursa, deceased Marianne Vorhees
Ermalene Faulkner Sara Shade Hamilton Dave Heeter Casey Stanley Kathy White
Michael B. Galliher Keith Gary Mark K. Hardwick Tom Heck David W. Heeter Thomas J. Kinghorn Jeffrey R. Lang John D. Littler
Chris Miller Jon Moll Daniel Stallings Marianne Vorhees Leland C. Wilhoite Betty Wingrove
STAFF
Kelly K. Shrock, President Marcy Minton, Senior Program Officer Kallie Sulanke, Community Engagement Officer Carly Acree - King, Program Officer Amy Tuttle, Communications Administrator JoAnna Darda, Administrative Assistant Trina Bowling, Finance Officer
PROFESSIONAL COUNCIL Catharine P. Stewart, Financial Counsel Steven D. Murphy, Legal Counsel
