Smart Giving
Fall 2016
a publication of the central new york community foundation
Poverty Simulation Sparks Conversation in this issue
TLC Helps Nonprofit Reenergize page 3
Anne Pays it Forward After Receiving Support page 5
Poverty simulation participants stand in line to get transportation passes.
More than one-third of Syracuse city residents live below the poverty threshold for a family of four, making it one of the poorest cities in the United States. But what is it like to live this way? In May, Central New York Community Foundation staff, board members and community members participated in a poverty simulation called Walk in My Shoes to help them answer these questions. The program was developed by Visions for Change as a way for participants to better understand the many challenges facing those living in poverty. “The goal of the simulation is to educate those who are not surrounded by [poverty] or have never really been in the midst of it,” said Rhonda O’Connor, director of community engagement at Visions for Change. The general task for participants is to simulate a month surviving with limited funds, resources and time. The mock-community is equipped with various facilities such as a bank, a grocery store, a school and more. “I experienced a full range of emotions, from stress to exhilaration to despair,” said Richard Hole, Community Foundation board chair and simulation participant.
Youth Envision a Future for Syracuse page 9
In addition to feelings of stress and frustration, participants expressed irritation over the fact that they were required to wait in long lines and fill out paperwork at almost every community resource center before receiving any assistance. “We make sure participants really grasp and understand how much time individuals who live in poverty spend every day just trying to survive,” said O’Connor. Participants also faced unexpected events such as losing their jobs or not being able to pick up their children from daycare or school. “My family was evicted and I ended up having to sign into a homeless shelter, and as a result I was late to work and fired,” said Hole about his simulation experience.
Performance Management Community Announced page 11
The consensus among participants was that the simulation was extremely eyeopening. It allowed them to experience first-hand the struggles and emotions that those living in poverty face and feel every day, such as hopelessness, helplessness and despair. To try a virtual poverty simulation from home, visit playspent.org.
Point of View
How do the decisions we make today shape our community in the future? That’s a question that drives a lot of work here at the Community Foundation.
Peter A. Dunn President & CEO
This year we started the 5forCNY campaign as a way to rally the community and focus our work around a core part of our mission – creating permanent charitable legacies that will support our region’s future vitality. The story of Legacy Society member Anne Lloyd, found on page 5, is a great example – both as a testament to personal resiliency and commitment to community. When asked about her plans to leave a portion of her estate to the Community Foundation, she said, “it belongs here” – and encouraged others to do the same. In this spirit, we developed new tools, such as our Legacy Plan Workbook, to help facilitate our conversations with donors about their lives, their stories and their plans. It’s working, too; we have seen a significant increase in new estate commitments from area residents, including our existing fundholders. Why is legacy important? If you look through the names of Community Foundation funds, you see hundreds of people who have decided that their story “belongs here.” Many donors left us discretion to determine how to allocate their funds. It is from these legacies that we are able to support hundreds of grants each year to local nonprofits, expand our work in focused initiatives such as literacy, college attainment, nonprofit performance management, neighborhood leadership and much more.
Here is a tangible example: our recent work around reducing lead paint exposure and creating more healthy home environments in Syracuse, through the Green and Healthy Homes Initiative Greater Syracuse, would not have been possible without the commitment of donors who never knew lead paint to be a problem in their time. Lead paint was not banned in the United States until 1978 – and we live in a community with a preponderance of older homes. We were able to leverage both the grant and convening support that Legacy Plan Workbook we provided utilizing our donors’ legacies on a nearly 10:1 basis with other funds we helped secure, and create a community collaborative to address an issue that is at the heart of poverty in Syracuse.
go to cnycf.org/ LegacyPlan to
learn more about our Legacy Plan services.
2
Even as our community changes and evolves, we will be here. And we’ll continue to ask the question: what will your legacy be? How would you like to join us in shaping our region, now and in the future?
Groups Advance With Help of TLC While board members of the Syracuse Inner City Rotary Club were taking part in the eight-month The Leadership Classroom (TLC) program, they came to realize that based on the typical community organization life-cycle, theirs was on the decline. “It was a wake-up call,” said Charles Rivers, Rotary Club president-elect. The Rotary Club, a group of business owners and professionals committed to serving families living in the City of Syracuse, is one of five organizations that completed the most recent TLC session in May. TLC is a Community Foundation initiative designed for individuals to learn advanced skills in grassroots leadership. Its collaborative, resident-led approach engages community members in building social capital within Central New York neighborhoods. Participants take part in intensive monthly classes that cover a range of topics including skills in leading groups and projects, using available neighborhood resources and gathering community support.
Members of the Syracuse Inner City Rotary Club
Rivers and his fellow board members soon turned their realization and skills into a newfound energy. After a retreat, they developed a strategic plan that focused on increasing the organization’s capacity by developing its membership. The Rotary is also redirecting its programming to better address the concerns of its community members – specifically, serving the needs of the Southside’s refugee population and the region’s youth.
he eadership lassroom about: Through intensive and interactive training sessions with other resident leaders, The Leadership Classroom teaches practical skills that help make stronger, more effective neighborhood and grassroots leaders. Since 1993, TLC has provided training to: • more than 365 individuals from • nearly 100 grassroots organizations.
Much of the learning in TLC occurs when participants interact and build relationships with other leaders who are similarly involved in neighborhood work. “TLC helped me to understand the importance of developing relationships through communication and transparency in order to build stronger partnerships,” said Rivers. The Rotary is already seeing success from its efforts; new members have joined and more residents are showing interest in learning about the club. We are happy to congratulate the Rotary Club and the rest of the TLC 2015-2016 graduating class for a job well done. Other members of the class were: Immigrant Refugee Youth Association of Onondaga County: Helps immigrants achieve integration within their communities by providing English education, housing assistance, interpreting services and wellness coordination. Shonnard Street Outlook: Helps residents of the Near Westside of Syracuse to achieve self-sufficiency and take pride in their neighborhood through mentoring, community programs and activities. Washington Square Neighborhood Association: Serves residents of the Washington Square neighborhood by leading clean-up, security and restoration efforts as well as youth athletic, social and educational activities. The Well House Ministries: Provides services to terminally ill individuals in Oswego County who lack family or care-giving support.
go to cnycf.org/TLC to learn more about The Leadership Classroom.
3
Save Your Money by Giving the Best Asset
Giving Matters
Many times when you give to charity, you write a check to an organization you love. There is no arguing that using a check is the most time-efficient way to give. However, while giving by any means is encouraged, checkbook giving is the least tax-efficient way to give. The chart below shows an example of the difference between a check gift and a gift of stock. As shown, a $10,000 check that is fully deductible would only cost you $6,700. While this is a good savings on Federal income tax, there is a missed opportunity to also avoid capital gains tax. That same $10,000 gift made with appreciated stock saves you an additional $1,600. Using a donor-advised fund (DAF) allows you to transfer appreciated stock directly to the Community Foundation, which in turn makes the proceeds available for you to make charitable gifts of almost any size to charity. This way, all of your gifts could qualify for the charitable deduction and avoid capital gains tax! Here’s how it works: Talk to your advisor. Each year, you can discuss with your advisor what you plan to give in the following year. Also, in some years your advisor may suggest you give more than normal. For example, if you receive deferred compensation or a large bonus, or have a business sale, it may be a good year to give more.
Thomas Griffith, CAP®, ChFC® Director of Gift Planning
Choose an asset. The Community Foundation can accept cash, publicly traded securities, closely held shares, LLP or LLC interests, real estate, commodities (e.g., silver bars), and other assets to fund a DAF. Some of these asset types take more planning and effort, but publicly traded securities can usually be transferred in a few days. Using your fund. Once you decide on an amount, you transfer the assets to your DAF. Then, your DAF acts as your “charitable checkbook” and you can recommend grants to organizations at your convenience.
go to cnycf.org/give
to learn more about your giving options.
4
Giving Cash Vs. Appreciated Securities
Also, as you move through the different Assumes 33% top marginal tax bracket, 20% capital gains tax rate, stages in your life, we 20% cost basis in the gifted appreciated stock, and that the donor is still below the yearly deduction limit of 30% of AGI for stock can help with other contributions to a public charity. aspects of charitable planning like discerning your goals, creating a legacy plan for your fund and engaging your family in giving. To learn more about our DAFs, go to www.cnycf.org/Fund or contact Tom Griffith, director of gift planning at tgriffith@cnycf.org.
Anne Lloyd:
My Giving Belongs Here
Over the course of Anne Lloyd’s life, she faced challenges with determination and perseverance. As a single mother of two young boys, there were times when she struggled to feed her family. Anne felt blessed to have met special people in the community who helped her navigate through these hard times and to come out on the other side. Anne’s past life experiences have forged a close bond with organizations that support families facing the same challenges that she once did. The life lessons she learned as a child coupled with the support she received along the way resulted in a strong desire to help others by giving back to the same community that so greatly impacted her life. To help administer her giving, Anne currently utilizes a donor-advised fund at the Community Foundation to support the causes important to her. “I feel fortunate to now be in a place where I can support the causes I care about,” said Anne. Programs that feed hungry families and provide basic needs for children are very important to her. She also holds a special place in her heart for programs that help single mothers continue their studies to be successful in business. Wanting to ensure that her charitable giving would continue to support her favorite causes even after she is gone, Anne decided to set aside a portion of her estate to be contributed to her fund when she passes away. This generous gift will allow her to continue giving back to the community that has given her so much. “To know my time on earth will make a difference forever is an exciting concept,” said Anne. “I love knowing that my money is staying in Central New York. It belongs here.” The community connected Anne to her dear friends, and lit a pathway to a solid education and a productive career. By giving a portion of her estate to charity, she is confident that her gift will make a significant impact in the lives of others. She hopes that others within the community will do the same.
you’ve lived here. you’ve worked here. this community is part of who you are. you can give back with a gift to the region’s future. If you love the community you call home, consider this opportunity to enrich its future by joining other communityminded families and exploring how you can do your part. Learn more at 5forCNY.org.
5
Community Impact In June and September, our board of directors approved $821,663 in grants to 34 nonprofit organizations through our Community Grantmaking program. ARTS, CULTURE & HUMANITIES
ENVIRONMENT & ANIMALS
ARTSWEGO - $20,000
BALTIMORE WOODS NATURE CENTER - $30,000
Conduct productions and educational programming at Henninger High School and Le Moyne College CNY JAZZ ARTS FOUNDATION - $8,520
Develop video presentations of key arts-education programs for use in marketing campaigns DOWNTOWN COMMITTEE OF SYRACUSE - $10,000
Build a pole barn that will allow for the consolidation of several existing sheds and provide additional programming space FINGER LAKES LAND TRUST - $46,000
Develop a nature preserve on an undeveloped shoreline on Otisco Lake
Create the Art in the Windows program, designed to market and activate vacant downtown storefronts through rotating installations of local art
THE GREAT SWAMP CONSERVANCY - $15,000
ERIE CANALWAY NATIONAL HERITAGE CORRIDOR - $24,420
TOWN OF CAZENOVIA - $11,692
Expand the number of Onondaga and Madison county school children participating at sites through the Erie Canalway’s Ticket to Ride program
EDUCATION
Restore its back barn building to allow for a space to host events and programs Install interpretive features to educate the public about the unique technology at its microhydroelectricity site
HEALTH CROUSE COMMUNITY CENTER - $15,000
CNY LIBRARY RESOURCES COUNCIL - $15,000
Support its technology lending program to promote digital inclusion and literacy
Convert to electronic medical records, enabling real-time therapy and prescription information and increasing the quality of service for patients
JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK - $5,000
LORETTO HEALTH & REHABILITATION CENTER $26,000
Expand program offerings to students in the Syracuse City School District during the 2016-2017 academic year
Create outside walking paths and gardens for elders, staff and family members
PARKVIEW JUNIOR ACADEMY - $5,500
Create a comprehensive list of mental health providers, their specialties, and whether or not they are accepting new patients
Replace broken equipment and update its playground SYRACUSE ACADEMY OF SCIENCE CHARTER SCHOOL - $7,900
Implement a program to develop collaboration among school, family, and community members for greater academic and social success SYRACUSE UNIVERSITY OFFICE OF SPONSORED PROGRAMS - $13,000
Support a photography and literacy project encouraging at-risk youth to create artwork to be permanently displayed in local community venues
6
NAMI SYRACUSE - $5,000
RESCUE MISSION ALLIANCE - $150,000
Expand and renovate its Syracuse Food Service Center to allow for a designated family eating area, additional storage space and increased capacity for volunteers and visitors SYRACUSE BEHAVIORAL HEALTHCARE - $50,000
Assist with the launch of its Aftercare Services program to provide peer-led support groups and referrals for care or other community resources that help individuals maintain recovery
go to
cnycf.org/grants
to learn more about our grants.
HUMAN SERVICES ARISE CHILD AND FAMILY SERVICE - $25,000
Purchase a wheelchair-accessible van for the transportation of clients in its community habilitation program
COMMUNITY ACTION PROGRAM FOR MADISON COUNTY - $30,000
Purchase and install a new server to enhance staff access and to prevent system crashes and data loss FIRST TEE OF SYRACUSE - $50,000
Renovate and expand its club house to provide a dedicated learning space that will allow children to participate in programs year-round FIVER CHILDREN’S FOUNDATION - $8,130
Uncover and address unmet needs within the existing population of its Madison County youth HOPE FOR BEREAVED - $29,000
Make repairs to the foundation of its facility parking lot, improve accessible entrances and install security and safety lighting JUBILEE HOMES OF SYRACUSE - $8,250
Combat food insecurity by building a greenhouse at its Community Learning Farm
MADISON COUNTY DEPARTMENT OF EMERGENCY MANAGEMENT - $5,000
Provide life-saving smoke alarms and weather alert radios to county residents in need
NORTHEAST HAWLEY DEVELOPMENT ASSOCIATION - $17,000
Develop a strategic plan around a shared volunteer and community engagement strategy with the Syracuse Northeast Community Center PEACE, INC. - $6,719
Support the purchase of new technology and furniture for the workforce preparation area in the Southside Family Resource Center PROVIDENCE SERVICES - $7,500
Provide transportation services to and/or from work for low-income city residents and refugees
SARAH’S GUEST HOUSE - $10,000
Launch a marketing campaign to promote awareness of the organization SYRACUSE HABITAT FOR HUMANITY - $34,600
Repair a roof to prevent further damage to the windows and walls of its storage area
These grants were made possible through the support of the following funds: Minnie O. Goodman Estate Fund Anonymous #33 Fund Viola M. Hall Fund Shirley M. Aubrey Fund Frances E. & John S. Hancock Fund Charlotte and Donald Ball Fund Carroll A. Hennessy Fund The Benji Fund Frances Singer Hennessy Fund Besse Family Fund Anthony A. & Susan E. Henninger Charles F. Brannock Fund Memorial Fund Shirley M. Brennan Fund Hills Family Fund William L. Broad Fund Flora Mather Hosmer Fund Elizabeth Salisbury Brooks Fund I.A. Hotze Fund Kenneth P. & Charlotte C. Buckley Fund Dorothy Retan Irish Fund Thomas & Mary Cabasino Fund Martha & Eugene F. Keppler Fund Carriage House Foundation Fund Marjorie D. Kienzle Fund Philip R. & Elizabeth E. Chase Fund Faith T. Knapp Memorial Fund Clarke Family Fund George & Luella Krahl Fund Solly & Belle Cohen Fund Alicia A. & George W. Lee Fund Community Fund L.C. Maier Community Fund Community Council on Careers Fund Gay D. Marsellus Fund Community Public Art Fund John F. Marsellus Fund Mary Frances Costello Fund Helen Hancock McClintock Fund Alfred & Grace Dibella Fund James & Aileen Miller Fund John S. & Julia G. Dietz Fund Donald C. & Marion F. Newton Fund M. Harold & Frances M. Dwyer Fund Peggy Ogden Community Fund Margaret J. Early Fund Dorothy M. Olds Fund Educational Endowment Fund P-D Family Fund Harold & Marion Edwards and O.M. John R. Pelkey Community Fund Edwards Fund J. Daniel & Diane Pluff Fund Environmental Fund Theodore & Marjorie B. Pierson Fund Carlton R. Estey Fund Robert & Anne Pietrafesa Fund John M. & Mary L. Gallinger Fund Alice M. Gaylord Trusts
(continued on page 10)
Robert A. & Winifred S. Pond Family Fund Brian Cole Retan Memorial Fund James A. & McDowell Smith Reynolds Fund Lawrence E. Root Fund Rosalind & Seymour Rudolph Fund Donald W. Ryder Fund Robert M. & Dorothy M. Salisbury Fund Durston Sanford & Doris Sanford Fund Ralph Myron Sayer and Sophrona Davis Sayer Endowment Fund Helene C. Schroeder Fund Daniel & Jeanne Schwartz Fund Frederick B. & Laura B. Scott Fund Shuart Family Fund Winifred & DeVillo Sloan Jr. Family Fund Lee & Alice Smith Fund Spanfelner Fund Syracuse Dispensary Fund Frances M. Thompson Fund William & Mary L. Thorpe Charitable Fund Olga Dietz Turner Fund Carolyn V. West Fund Dorothy C. Witherill Fund The Witherill Fund Forrest H. Witmeyer Fund Arthur W. & Mabel P. Wrieden Memorial Fund To learn more about these funds and many others that make our grantmaking possible, visit cnycf.org/funds.
7
Meet the Community Investment Team
Granting Matters
We are excited to announce that our team – previously known as Grants and Community Initiatives – has a new name: The Community Investment Department. This name reflects our ongoing responsibility to invest Community Foundation dollars, time and energy to developing the capacity of individuals, nonprofit organizations and the community at large. Given that there has been some recent growth to our team, we would like to take this opportunity to reintroduce you to each member and what they do. Our team, led by Vice President for Community Investment Frank Ridzi, is structured around two core functions: Community Grantmaking and Community Initiatives.
The Community Investment team
Danielle Hurley, director of community grantmaking, leads our Community Grantmaking process with the support of Dave Kilpatrick, program officer for community grantmaking, and Dashiell Martinez, program associate for community grantmaking. Danielle, Dave and Dashiell welcome any questions you may have about the process, which consists of three grant rounds per year in support of a variety of projects related to organizational development, capital needs or programmatic goals.
Robyn Smith, program officer for community engagement, works with Hector Corrales, program officer for community investment, to provide logistic and technical support to initiatives within our community that are working to bring about positive transformations. Robyn leads our team’s literacy efforts. This work includes support to the literacy coalitions in Onondaga, Madison and Cortland counties through their collaboration with Dolly Parton’s Imagination Library, the Campaign for Grade Level Reading, and other programming. Hector leads the CNY Vitals community indicator initiative, which provides information on trends and issues facing area residents to generate discussion, inform goal setting and celebrate community successes. Additionally, Hector assists in managing the Performance Management Learning Community. This program helps build the capacity of nonprofit organizations to demonstrate the impact of their work through the use of data.
go to cnycf.org/grants
to learn more about grant opportunities.
8
Danielle, Dave and Dashiell also participate in community initiatives in a variety of ways including leadership of our NEWS workshops, the Marsellus Executive Development Program, The Leadership Classroom (TLC) and convening for the Green and Healthy Homes Initiative Greater Syracuse. Feel free to contact a member of the Community Investment Team at any time with questions about our programs!
Spanish Action League:
Creating a Vision for a Brighter Future Community parks, schools, homes and libraries line the streets of what local Hispanic youth envision for a brighter community. The simulation was crafted as the culmination of a year-long exploration into the professional, educational and community engagement activities that lay ahead for them as they grow and reside in Central New York.
Children’s representation of a future Central New York
The Spanish Action League’s Youth & Careers program encourages students to explore a professional path by introducing them to potential vocations and careers, while promoting the benefits of stable employment in their futures. “We noticed that there weren’t many opportunities for Hispanic children to interact with working professionals within the community,” said Rita Paniagua, executive director of Spanish Action League. “We wanted to find a way to creatively engage children in all that Central New York has to offer and instill the importance of education for a competent future.”
about: Through programming focused on careers, housing, domestic violence, family support, youth development, radio and language services, the Spanish Action League works to create opportunities, spur economic development and provide education that will allow the community to prosper. Learn more at laligaupstateny.org.
Youth & Careers was kicked off last year with the help of a Community Foundation grant that covered the cost of staffing, supplies and travel expenses associated with the program. “We created this program to teach our children about community vitality, growth and potential,” said Paniagua. “We want these professionals to illustrate and teach the children that success is possible and attainable.”
Children present their vision for the ideal Central New York community.
The Spanish Action League provides case management services to communities of diverse cultures, primarily Hispanics, helping to bridge the gap of literacy, language and financial challenges. To expand its services, staff wanted to introduce a new concept focused primarily on the future of children served by the organization. Youth & Careers takes students from La Liga’s after-school program on a journey from idea exploration to educational expectations. At the conclusion of this year’s program, children worked together with local architects to create a visual representation of the ideal Central New York community where they envision themselves living in the years to come. They included fire departments, police stations, community centers, parks and churches. “It’s wonderful to see the children getting so excited about learning and seeing the collaborative model of the type of community that they created,” said Paniagua.
go to cnycf.org/ nonprofitstories
to read more stories from our previous grants.
9
Calendar: Upcoming Events & Deadlines Join us for some of our exciting events and workshops this year! Visit cnycf.org/events to register. upcoming grant deadlines Community Grants March 31, 2017 June 30, 2017 September 29, 2017 Cayuga Fund Grants April 15, 2017 Oswego Fund Grants July 15, 2017 Pulaski Fund Grants January 31, 2017 May 15, 2017
November
16 2016
December
13 2016
november 16, 2016: n.e.w.s.: tapping into corporate philanthropy
Explore types of corporate support, trends in corporate philanthropy, expectations of nonprofit partners and tips on building corporate relationships. 9:00 am – 12:00 pm december 13, 2016: n.e.w.s.: using data to measure impact and drive decision making
Learn how to identify and track your nonprofit’s outputs and outcomes to enhance performance and improve services. 9:00 am – 12:00 pm
Welcome our New Interns!
We are excited to welcome our four new interns who will be working alongside us this year to enhance our efforts and learn along the way! From left to right: Lydia Wilson, Multimedia Communications Intern; Jeffrey Smith, David J. Moynihan Finance Fellow; Maria Wagenhofer, John Ben Snow Fellow; and Olivia Dates, John Ben Snow Fellow.
community impact (continued from page 7)
go to cnycf.org/events to view all of our important dates.
10
HUMAN SERVICES (cont.)
PUBLIC & SOCIETAL BENEFIT
UNITED WAY OF CENTRAL NEW YORK - $50,000
THE PARTNERSHIP FOR COMMUNITY DEVELOPMENT - $10,000
Support for Work Train, a community partnership that assists residents with accessing training and obtaining careers that pay family-sustaining wages VISIONS FOR CHANGE - $42,432
Expand its Choosing to Thrive program to incorporate a housing preparedness component
Promote community health and vitality by developing an interactive recreation website with information about outdoor amenities in Hamilton, NY SYRACUSE CHARGERS - $30,000
Construct a new five-bay boat house to increase capacity to store boats and rowing equipment and accommodate more participants
Performance Management Grants Awarded Data can have a profound effect on a nonprofit organization’s ability to share the story of its impact on the community. The Community Foundation’s Performance Management initiative helps organizations navigate the complexities of data measurement to evaluate and communicate their effectiveness. This fall, we awarded our fifth round of Performance Management grants. All recipients are now members of a new learning community that will meet over the course of the next year to hone their data management skills and share successes and challenges with one another. The following list of nine grants, totaling $161,444, describes the projects each will be working on through this effort: REDHOUSE ARTS CENTER - $20,000
Measure the impact of its partnership with the Syracuse City School District at the middle school level compared to similar data from elementary schools WCNY - $15,743
Strengthen its capacity to demonstrate the impact of its Enterprise America program PROLITERACY WORLDWIDE - $20,000
Evaluate whether its online educational program is having positive outcomes for adult learners ONONDAGA COUNTY DEPARTMENT OF HEALTH - $20,000
Assess a relationship between recidivism rates and transition programming offered to those who are incarcerated CENTER FOR COMMUNITY ALTERNATIVES - $20,000
Strengthen the ability of its employment-related programs to gather and use data for planning, quality assurance and program improvement
MCMAHON/RYAN CHILD ADVOCACY SITE - $16,296
Evaluate the High Five child abuse prevention program, track outcomes and analyze the program for quality improvement
THE SAMARITAN CENTER - $17,253
Collect and analyze data relevant to an expanding case management and programming effort in order to improve its ability to meet guests’ needs
The Redhouse Arts Center, a secondyear participant of the Performance Management Learning Community, is using data to measure student engagement in its Syracuse City School District program to develop coursework that fits students’ needs.
VOLUNTEER LAWYERS PROJECT OF ONONDAGA COUNTY - $19,020
Conduct a study in order to determine unmet legal needs in the community WESTCOTT COMMUNITY CENTER $13,132
Utilize data collection skills that will provide the community with an accurate picture of the center and its work in the organization’s first Annual Report
Funding for these grants was provided by the Shirley M. Aubrey, Charles F. Brannock, Community, Community Literacy, Harry & Helen Barnes Jewell, Leo & Natalie Jivoff, Lewis-Trinity, Syracuse Dispensary, and John F. Marsellus Funds.
go to cnycf.org/ measure
to learn more about Performance Management.
11
If you do not wish to continue receiving Smart Giving, please email us at info@cnycf.org.
Non-Profit Org. U.S. Postage PAID Syracuse, NY Permit No. 1352
CNY PHILANTHROPY CENTER 431 EAST FAYETTE STREET SUITE 100 SYRACUSE, NEW YORK 13202 315.422.9538
board of directors J. Andrew Breuer Craig Buckhout, CFA Evelyn Carter Honorable Julie A. Cecile Casey Crabill, Ed.D. Caragh Fahy, CFP® Grace B. Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP® Richard D. Hole, Esq., Chair David A. Holstein, Esq. Steven Jacobs Larry R. Leatherman Timothy Penix J. Daniel Pluff, IMC Brian Pollard, D.D.S. M. Jack Rudnick, Esq. Robert Scolaro, Esq. Gwen Webber-McLeod Maryann M. Winters, MS, CPA legal counsel Gay M. Pomeroy, Esq. Mackenzie Hughes LLP staff Peter A. Dunn, President & CEO finance & administration Kimberly Sadowski, CPA, Vice President & CFO Liz Hartman, CPA Kathleen Deaver Gerianne Corradino Christina Whiteside development & marketing Jennifer Owens, Vice President Katrina Crocker Thomas Griffith Monica Merante Jan Lane Jenny Green Juliet Maloff community investment Frank Ridzi, Vice President Danielle Hurley Hector Corrales David Kilpatrick Robyn Smith Dashiell Martinez
12
Fundholder Checklist for Year-End Giving The last quarter of the calendar year is when many people decide what organizations to support in order to take advantage of the tax deductions associated with charitable contributions. If you are planning to replenish your donor-advised fund, or suggest grants from it before December 31, here are some helpful reminders: Earlier is better. The volume of transactions increases significantly during December. Beat the year-end rush by adding to or disbursing from your fund in November. Notify us when transferring stock. It is important to contact us when donating securities to a fund at the Community Foundation so that we can credit your gift appropriately. Also, ask your broker to disclose your name when transferring the shares to avoid delays in your acknowledgement letter. Use our online resources. You can access information about your fund through MyGiving, our online tool for fundholders. Your MyGiving account offers a menu of options to make grant suggestions, obtain fund summary information or grants you have made in the past, and much more. You can also find grant suggestion forms and stock transfer forms at cnycf.org/DonorDocs. Our website offers instant access to a wealth of information and tools that will help you fulfill your year-end charitable giving objectives. Remember - grant suggestions must be submitted by Tuesday morning to be mailed that same week. Visit cnycf.org to begin utilizing the resources mentioned above, or contact us with questions at (315) 422-9538.