Smart Giving | Spring 2014

Smart Giving

Spring 2014

a publication of the central new york community foundation

Philanthropy Goes Local in Oswego County in this issue OSWEGO COUNTY

Measuring Program Success page 3

Estate Plan Giving: A Donor Success Story page 5

Art + Fun = Nutrition! page 9

Philanthropy Center Certified as “Green” page 11

The newly created Oswego County Community Foundation (OCCF) has secured $200,000 in matching dollars to jump-start its endowment fundraising effort.

This new community endowment effort, comprised of caring Oswego County community members and business leaders, is inviting residents to join them in keeping their philanthropy local. Thanks to the establishment of OCCF, the region’s charitable organizations will soon have another source of philanthropic support over the long-term.

OCCF’s eight-member Leadership Council is gaining momentum toward the goal of developing a permanent fund for the betterment of the county. This geographically specific endowment will be built upon the collection of gifts from many donors for the benefit of Oswego County. The Leadership Council is calling on those who love the area to support this effort.

“This effort is about paying it forward,” said Nancy Bellow, chair of the OCCF Leadership Council. “With the help of our supporters, we can ensure the county’s future generations have the same opportunities we have had. It’s the right thing to do; it’s an investment in the future, not a cost.”

To assist OCCF’s fundraising efforts, the Leadership Council recently received matching challenge grants from the Central New York Community Foundation and the Shineman Foundation. Every dollar contributed to the fund will be matched up to $200,000. OCCF’s endowment funds are administered by the Central New York Community Foundation, and only charitable organizations in Oswego County will benefit from its grants.

Once its initial fundraising goal is met, OCCF will initiate annual grantmaking, which will make a significant difference for Oswego County charitable organizations. Grants will support nonprofit programming that benefits residents in the fields of arts and culture, environment and animal welfare, education, human services, health, and civic affairs.

To learn more about the Oswego County Community Foundation or to make a contribution, visit oswegocountycf.org.

Point of View:

Nonprofit Revitalization Act of 2013 I have been to a fair number of meetings recently where the topic of conversation was implementation of New York’s Nonprofit Revitalization Act of 2013. The Act was generated from the work of an Attorney General’s commission of the same name on which I served in 2012. The first major reform to New York State nonprofit law in more than forty years, the Act simplifies the law governing the creation and termination of nonprofits while creating a significantly more robust set of expectations for nonprofits in the areas of conflicts of interest, audits, and board oversight.

Peter A. Dunn President & CEO

It’s worth putting the Act in some context. If you look at the arc of nonprofit law over a couple of decades, several influencing trends are apparent. In 1996 the concept of “intermediate sanctions” was introduced in federal legislation which allowed the IRS to use a broader set of penalties for improper or “excess benefit” transactions between a nonprofit and key people such as staff leadership and board members. Next was the adoption of the Sarbanes Oxley Act of 2002, which created new federal rules for large publicly traded businesses around audit supervision and corporate governance. This act created inspiration for good governance practices among nonprofits, even though the law didn’t apply to nonprofits. Accounting firms started using Sarbanes Oxley concepts in the management letters that they generated from nonprofit audits. In 2004, the California Nonprofit Integrity Act took these principals and applied them broadly to the nonprofit sector there.

For nonprofits, compliance with the Act means taking a sharper look at the relationships between the CEO and the board, between board members and the organization and the structure for board governance around audits, compensation and other compliance issues. In our case, for more than a decade we have had the benefit of a nationally peer-reviewed standards process for community foundations through our national association, the Council on Foundations, which incorporates most of the Act’s provisions. Local law and accounting firms and statewide groups such as the New York Council of Nonprofits (NYCON) have devoted resources to helping nonprofits comply. We were among the first community foundations in the country to be certified to be in compliance with these standards. We’re mindful that additional resources may be needed to help local nonprofits create the kind of governance that the Act envisions and to which we all aspire.

cnycf’s investment pool performance summary as of 3/31/2014

go to cnycf.org

and choose News for our current happenings

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Total Fund Benchmark

1 yr 11.4% 11.7%

3 yr 8.0% 7.9%

5 yr 14.3% 14.4%

10 yr 6.2% 6.5%

15 yr 6.4% 5.7%

Learning Community Measures Success Nonprofit organizations are often faced with the challenge of measuring how their activities are making a difference in the lives of the people they serve. Because data can have a profound effect on an organization’s ability to share the story of its individual and collective impact on the community, the Community Foundation has invested more than $400,000 over the past three years in Performance Management grants. This investment has helped nonprofits collect and manage outcome data that can assist them in proving their effectiveness, or alert them to the need for a change in their programs.

Grant recipients are invited to participate in a Performance Management Learning Community, a complimentary service that the Community Foundation offers, with technical assistance from Le Moyne College, to help them through the often complex process of implementing data measurement. Two representatives from each recipient organization meet monthly in a computer lab to participate in robust discussions and skill exercises facilitated by Frank Ridzi, Director of Research and Community Initiatives at the Community Foundation. Topics discussed include how to prepare, collect, analyze and report on their data.

Each organization delivers a presentation to the group about the progress of their project, and takes home monthly lab assignments to hone their performance management skills even further.

“Listening to and interacting with other organizations creating or improving data measurement systems validated our progress and gave me new ideas and processes,” said Kevin Slimmer, Director of Continuous Quality Improvement at Elmcrest Children’s Center.

By the end of this year’s program, participants found that their technical skills increased. As a result, their organizations’ abilities to measure performance improved as well. The organizations learned to plan better, enhance or improve programs, and provide data-supported evidence of successes for future funding opportunities.

“We knew we were helping people, but we didn’t know that it meant so much to them,” said Galena Jenkins Ojiem, Administrative Assistant at the Farmers Market Federation of New York. “The data will be quite helpful when applying for grants and additional funding.”

The Community Foundation also benefited from being able to observe and mentor as each project was implemented.

“In a traditional grant, we often do not get the opportunity to see the project unfold, develop and evolve as it is carried out,” said Ridzi. “This learning community gives us the opportunity to see that process, be part of it and serve as a guide and resource along the way.”

join the next performance management learning community Interested in measuring your organization’s effectiveness?

The Community Foundation is accepting applications for its next round of Performance Management grants and learning community. The deadline to submit proposals is July 11.

Learn more at cnycf.org/measure.

Performance Management grant recipients take part in an interactive Learning Community session at Le Moyne College.

go to cnycf.org/ measure

to learn about Performance Management.

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Review Your Estate Plan, Charitable Tools

Giving

Matters

We asked Rob Scolaro, attorney with The Wladis Law Firm and one of our board members, to provide some perspective on reviewing your estate plans.

So, you don’t have a will?

These days almost everybody has some sort of financial plan and in most cases an advisor that they work with routinely. Many people have at least an annual meeting with their financial advisor, but this is unlikely to be the case with your estate planning attorney. Many of you might joke that you don’t have a will so you don’t have to worry about your “estate plan.” Well, the truth is that everyone has a will; however, many people just use the will that has been given to them by the State. Yes, that’s right! Without a will, the State decides how to distribute your assets and it may not be even close to how you would want it. So, for anyone without a will, the goal for 2014 should be to get one.

I have a will, but why would it need to change?

Robert D. Scolaro, Esq. Attorney Wladis Law Firm

For people who have a will, you should think about what your will says at least once a year. Some items that might indicate a change is needed are marriage, divorce, new children or grandchildren in the family, children that have reached age 18, the recent purchase of life insurance, changes to your executor or trustee, or any other significant financial or life change. Also, if the estate planning law changes, you may need to review your plan. Most people do not pay attention to estate planning law, so a good rule of thumb is to touch base with your estate planning attorney every three to five years. Your attorney can then tell you if there are changes in the law that effect your plan.

I have beneficiary designations for most of my money. That’s ok, right?

Another area that you should review annually is the beneficiary designations for your retirement plans and life insurance policies. It is very common for people to review these designations and find that a divorced or deceased spouse is listed, or that a former church or other charity that no longer exists is listed. Sometimes these are easily corrected by completing a change of beneficiary form. Sometimes a revision to the estate plan is required. Either way, the effort required to correct these now is much less than the pain your intended beneficiaries will go through otherwise.

My estate plan was reviewed and in order, what else is there to talk about?

go to cnycf.org

and choose Legacy Planning to learn more about planned giving options.

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If you have an estate plan in place and everything is up to date, there are still reasons to review your situation. For example, as an estate planning attorney, I help clients incorporate charitable tools into their plans that may reduce estate taxes, provide an income tax deduction, or add a retirement income stream in addition to providing for the charities of their choice. The Development Team at the Community Foundation can also review your charitable giving plan and determine whether some of these tools may be useful to your situation.

Many thanks to Rob for sharing his time and thoughts with us!

Winger

Planning Ahead: Catherine

After retiring from a career in mental health services, Catherine Winger saw an opportunity to use her new-found free time to travel and to give back to her community. Her career had afforded her the opportunity to live a life of service, but she longed for a deeper connection to her community by engaging purposefully in the nonprofits that interested her.

Catherine had always contributed to local charities but she wanted her engagement to go beyond simply writing a check. She donated mostly to human service charities, with those serving the poor, homeless, refugees, ill and elderly always topping her list. In her search to find meaningful volunteer opportunities to supplement her monetary support, however, she decided to focus on the arts – an area of interest she hadn’t been able to explore fully during her busy working years.

She began volunteering for the Everson Museum and several other organizations focused on the arts. She enjoyed her time so much that it seemed natural to her to find a way to continue giving to these organizations beyond her lifetime. That opportunity came during a meeting with her estate planning attorney, Marion Hancock Fish. Marion suggested that she consider using the Community Foundation to develop a charitable plan that could be implemented when she passed away. Catherine took Marion’s advice.

Catherine Winger at home with her dog, Jolie.

“The Community Foundation staff listened to me, learned about my interests and goals, and helped me document the charitable focus for the portion of my estate that is set aside for charity,” said Catherine Winger. “Though I hope it is many years before the plan is implemented, it feels good to have my estate plan complete.”

Part of Catherine’s will document references the Community Foundation and the plan that she created here. She has the flexibility to adjust that charitable plan over time, which can be done easily without disrupting her formal estate documents.

This is a bonus for Catherine, but what most excites her is the opportunity to create a custom plan that will allow her to be remembered in perpetuity in the way that she wants to be.

“I feel so fortunate to be able to create a charitable fund that will provide for the community that I have called home for my entire life,” said Catherine. “I am proud that my hard work will reap benefits for the many amazing local arts organizations, hard-working animal charities, and deserving students seeking scholarships in Central New York.”

Each individual legacy fund tells the unique story of a generous person or family.

We capture that story as a way of honoring their memory in perpetuity. These are stories of people, like Catherine, who value this community enough to help it face a future they will not be here to see. We are pleased that Catherine and many others have chosen to entrust the Community Foundation with the stewardship of their charitable legacies. We will, as we have done for 87 years, continue doing our best to honor this promise.

go to cnycf.org

and choose Donor Stories to read more stories of giving.

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Community Impact In December and March, our board of directors approved grants to 24 nonprofit organizations totaling $495,091.

Ar ts, Culture & Humanities

Health

EVERSON MUSEUM OF ART - $44,148

AMERICAN HEART ASSOCIATION/SYRACUSE REGION - $25,000

Upgrade the HVAC system to better meet air quality requirements for maintaining collections and securing traveling exhibitions SYRACUSE CITY BALLET - $20,000

Purchase of sets and costumes for current and future productions, including the most recent production of Cinderella SYRACUSE STAGE - $25,000

Implement an awareness-building program targeting two populations: one which empowers Latina women to take action against heart disease and one which educates African-American women about the importance of blood pressure self-monitoring CATHEDRAL OF THE IMMACULATE CONCEPTION - $20,000

Purchase a digital sound console to enhance audience experience by improving the quality and consistency of sound during its productions

Purchase dental equipment and a portable x-ray machine that will allow its Amaus Health Services program to provide primary dental care to uninsured and underinsured patients

Economic Development

CHRISTIAN HEALTH SERVICE OF SYRACUSE $22,500

LE MOYNE COLLEGE, IN PARTNERSHIP WITH THE NEW YORK FAMILY BUSINESS CENTER $20,000

Increase access to quality, affordable primary care for Medicaid patients by adding one mid-level health care provider to its Eastwood clinic

Develop programming and materials that support the local family business community

UPSTATE GOLISANO CHILDREN’S HOSPITAL $33,000

Environment & Animals

Purchase equipment that assists children and teens suffering from hearing impairment and vision loss as a result of cancer treatments

CAZENOVIA PRESERVATION FOUNDATION $43,500

VNA HOMECARE - $40,000

Complete structural and aesthetic enhancements to an integrated pond and wetland ecosystem in the Village of Cazenovia

Expand its Care Transitions Program, which reduces hospital readmissions by helping patients make a successful transition home

CNY REGIONAL PLANNING & DEVELOPMENT BOARD - $15,000

Human Services

Develop curriculum and purchase materials to introduce middle-school students to a hands-on learning experience that promotes energy-saving techniques for school and home SYRACUSE PARKS CONSERVANCY - $18,200

Operate a grant program that will fund beautification improvements in Syracuse neighborhoods and parks

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ACR HEALTH - $13,473

Provide youth leadership training through the Q Center to create a more supportive community for LGBTQ youth COMMUNITY RESOURCES FOR INDEPENDENT SENIORS - $7,000

Implement a time-banking system that allows community members to log volunteer time to exchange for other volunteer-driven services in the future

go to

cnycf.org/grants

to learn more about our grants

ENABLE/TLS - $20,000

SALVATION ARMY OF SYRACUSE - $29,000

Purchase a new server and other technology to expand the agency’s ability to operate efficiently following its recent merger

Train staff in trauma-informed care, which will help shelter workers to address the abuse, neglect, illness or domestic violence homeless clients have faced

FAITH AND HOPE COMMUNITY CENTER $5,000

ST. CAMILLUS HEALTH AND REHABILITATION CENTER - $23,276

Purchase new equipment for its fitness and boxing programs

Relocate and enhance the resident gathering space used by physical rehabilitation patients for activities, parties and family visits

GOOD LIFE FOUNDATION - $15,000

Establish a program to develop life plans with high-risk youth through coaching, financial literacy training, and development of entrepreneurial opportunities MEALS ON WHEELS/FM-JD - $3,534

Public & Societal Benefit CHESTNUT HILL ELEMENTARY SCHOOL $7,000

Install an automatic door to facilitate deliveries

Purchase new playground equipment in Liverpool

MULTICULTURAL ASSOCIATION OF MEDICAL INTERPRETERS (MAMI) - $14,260

FIRST TEE OF SYRACUSE - $20,000

Provide a training course for court interpreters preparing for the NYS Court Interpreting Exam

Purchase a passenger van that will transport children from community centers and schools to golf courses for character development programming

OPHELIA’S PLACE - $11,200

Install a new HVAC system at its Liverpool location, where it provides outreach, support and advocacy for those impacted by eating disorders These grants were made possible through the support of the following funds: Shirley M. Aubrey Fund

Education Endowment Fund

Gay D. Marsellus Fund

Charlotte and Donald Ball Fund

Environmental Fund

John F. Marsellus Fund

The Benji Fund

Carlton R. Estey Fund

Helen Hancock McClintock Fund

Besse Family Fund

John M. & Mary L. Gallinger Fund

James & Aileen Miller Fund

Charles F. Brannock Fund Shirley M. Brennan Fund William L. Broad Fund Elizabeth Salisbury Brooks Fund Kenneth P. & Charlotte C. Buckley Fund Thomas & Mary Cabasino Fund Philip R. & Elizabeth E. Chase Fund Clarke Family Fund Solly & Belle Cohen Fund Community Fund Mary Frances Costello Fund J. Henry & Martha E. Deboer Fund Alfred & Grace Dibella Fund M. Harold & Frances M. Dwyer Fund Margaret J. Early Fund

Alice M. Gaylord Trusts

Donald C. & Marion F. Newton Fund

Minnie O. Goodman Estate Fund Peggy Ogden Community Fund Frances E. & John S. Hancock Fund Carroll A. Hennessy Fund Frances Singer Hennessy Fund Anthony A. & Susan E. Henninger Memorial Fund Hills Family Fund

Lee & Alice Smith Fund

Theodore & Marjorie B. Pierson Fund

Frances M. Thompson Fund

Robert & Anne Pietrafesa Fund J. Daniel & Diane Pluff Fund

Brian Cole Retan Memorial Fund

Iaconis, Iaconis & Baum Fund

James A. & McDowell Smith Reynolds Fund

Alicia A. & George W. Lee Fund L.C. Maier Community Fund

Spanfelner Fund

P-D Family Fund

I.A. Hotze Fund

George & Luella Krahl Fund

Frederick B. & Laura B. Scott Fund Winifred & DeVillo Sloan Jr. Family Fund

Flora Mather Hosmer Fund

Marjorie D. Kienzle Fund

Helene C. Schroeder Fund

Dorothy M. Olds Fund

Robert A. & Winifred S. Pond Family Fund

Martha & Eugene F. Keppler Fund

Ralph Myron Sayer and Sophrona Davis Sayer Endowment Fund

Lawrence E. Root Fund Robert M. & Dorothy M. Salisbury Fund Durston Sanford & Doris Sanford Fund

Olga Dietz Turner 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 the Funds & Donors page at www.cnycf.org.

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Preparing for Your Pre-Grant Meeting

Granting

Matters

Here at the Community Foundation, we know that carrying out our mission is dependent on the work we do with our nonprofit partners. Accordingly, the grants staff is always available to talk about recent developments in your organization and ideas for upcoming projects. As expressed in the guidelines, it’s always best to meet with the grants staff before completing the grant application. These meetings are an opportunity for staff to help you consider things like project timeline and scope, request amount, anticipated outcomes, and even specific budget line items that may be incorporated into the request – all with the goal of assisting you to put together the best possible grant application. These pre-grant meetings can help us identify the best ways to work together to bring new community projects to life.

As organizations consider potential Community Grant proposals or other work with the Community Foundation, reviewing the following questions may help: When is a good time to meet with the grants staff at the Community Foundation?

by Olive Sephuma Director, Community Grantmaking

Anytime! Sometimes, a meeting with the grants staff is motivated by a specific project idea. In these cases, the meeting can be used to help flesh out the project, and to determine the particular areas in which Community Foundation support can help make the project a reality.

Other times, a meeting with the grants staff can serve as a brainstorming session in which we can learn about recent developments within your organization and its work. Whether you have a particular project in mind or would like to explore options for the future, we love to stay connected to your work in the community.

How should I prepare?

Visiting cnycf.org/grants is a great place to start to learn about the various grant programs and initiatives offered by the Community Foundation. There, you can check upcoming grant deadlines, view summaries of the Community Foundation’s grant programs, and determine which grant opportunity might be the best fit for your project. If you are considering a Community Grant application, you can start by reviewing our grant guidelines and application, or taking a look at past grants highlighted in our annual reports. These documents can help you to think through your proposal.

What should I bring?

go to cnycf.org/grants

to learn more about grant opportunities.

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Pre-grant meetings are typically an informal conversation between one or two of our staff members and one or two representatives from your organization. No specific documentation is required, but sending along a project description prior to the meeting (including anticipated outcomes and projected costs) can often be helpful in shaping the conversation. If your organization is new to the Community Foundation, including some information about your mission, vision, and history would also help us get to know you.

Ready to talk grants? Please feel free to call and set up a meeting at any time. We love the opportunity to meet with our nonprofit partners to discuss the wonderful work happening in our community and how we can be a part of it.

Art

Students Learn Nutrition Through

What is the connection between food, color, and nutritional value? If you’re unsure, the third-graders at Seymour Dual Language Academy can explain it to you. The students spent time last fall learning about foods and their nutritional values by creating superheroes with powers based on phytonutrients, the chemical compounds that occur naturally in plants.

601 Tully Art and Research Center saw an opportunity to partner with the school and nearby Nojaim Brothers Supermarket to offer this engaging way to help children make healthy food choices.

Three classes of third-grade students at Seymour collaborated on the Nature Matching System, an instructional curriculum designed to educate children about eating their fruits and vegetables. The students created fruit smoothies and painted a three-panel mural currently on display in their school cafeteria.

“Every day we’d come in and they would say ‘Blue is brain food! Green is for immune system,’” said Marion Wilson, Syracuse University Associate Professor. “The fact that we’d give them a strawberry and they would say that it was good for your blood shows they completely got it.”

Seymour Dual Language Academy is located within the Near Westside neighborhood where limited access to farmers markets, wholesale markets and affordable fresh foods can yield poor purchase options and unhealthy diets for children and families. At Seymour, 91 percent of students are eligible for free lunch and nearly half of their families rely on assistance to purchase food.

Syracuse University Architecture student, Becky Cohen, poses with third-grade students at Seymour School’s Nature Matching System mural unveiling.

“We wanted to offer a multi-dimensional way for the students to learn and retain knowledge about nutrition and healthy lifestyles,” said Melissa Gardener, Coordinator of Public Programs at 601 Tully.

A grant from the Community Foundation allowed 601 Tully to partner with artist Tattfoo Tan to teach and develop this adaptable curriculum. Participation with 10 architecture students from Syracuse University’s New Directions in Social Sculpture: Art, Food and Community class further enhanced the project. The SU students collaborated with Tattfoo Tan to learn the Nature Matching System and then design a curriculum for the specific needs of residents in the Near Westside.

After witnessing the success of this program’s introduction, there is a possibility that the curriculum could be introduced at other schools.

“It’s a great way for [schools] to utilize a community resource and be a part of something that will remain with the kids for a long time,” said Gardener.

A Seymour Elementary student paints a portion of the Nature Matching System mural.

go to cnycf.org

and choose Nonprofit Stories to read about our grants’ impact.

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upcoming grant deadlines Community Grants July 11, 2014 September 26, 2014

Upcoming Events June

10 2014

Pulaski Fund Grants June 30, 2014 Cayuga Fund Grants September 30, 2014

June

11 2014

August

20 2014

September

17 2014

October

15 2014

October

28 2014

October

28 2014

November

go to cnycf.org/Events to view our full calendar, register online and view applications.

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12 2014

N.E.W.S.: Leading Your Organization Through Change and Crisis June 10, 2014, 9:00 a.m. – 12:00 p.m.

Facilitated by Bruce Dayton, Maxwell School of Citizenship and Public Affairs, Syracuse University Using several short exercises, explore the dynamics that arise in high-pressure crisis situations and the means to overcome them.

Community Foundation Open House: A Special Event for Professional Advisors June 11, 2014, 4:00 p.m. – 6:00 p.m.

Professional Advisors are invited to receive a status report on the Community Foundation’s endowment from investment consultant Mike Miller of Colonial Consulting.

N.E.W.S.: Introduction to Grant Writing August 20, 2014, 9:00 a.m. – 12:00 p.m.

Facilitated by Sara Wason, Executive Director, Foundation Relations, Syracuse University Increase your chances of success in grant writing.

N.E.W.S.: Tapping into Corporate Philanthropy September 17 2014, 9:00 a.m. – 12:00 p.m.

Facilitated by Steve Kulick, Director of Government and Foundation Relations and Academic Resources, Le Moyne College Learn about the various types of corporate philanthropic support.

N.E.W.S.: Aligning Board Governance & Fund Development October 15, 2014, 9:00 a.m. – 12:00 p.m.

Facilitated by Peter Dunn, President & CEO, Central New York Community Foundation Learn best practices for board governance and engagement.

Continuing Education Seminar: A Special Event for Professional Advisors October 28, 2014, 8:00 a.m. – 10:00 a.m.

Pamela Jones Davidson will join us to lead our annual professional advisor continuing education seminar.

N.E.W.S.: How to Introduce Gift Planning into Conversations with Real People October 28, 2014, 1:00 p.m. – 3:00 p.m.

Facilitated by Pamela Davidson, Thompson & Associates Learn how to talk the universal language of assets and personal planning goals.

N.E.W.S.: Planning Successful Capital Campaigns November 12, 2014 9:00 a.m. – 12:00 p.m.

Facilitated by Janet Agostini, President of Friends of the Zoo Determine need and feasibility for capital campaigns.

December N.E.W.S.: Advanced Grant Writing December 18, 2014, 9:00 a.m. – 12:00 p.m.

Facilitated by Sara Wason, Executive Director, Foundation Relations, Syracuse University 2014 Fine-tune your grant writing skills.

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Welcome, New Board Members!

J. Daniel Pluff Senior Vice President, The Pluff, Hooley, Black Group of Morgan Stanley As senior vice president at Morgan Stanley, Dan focuses on investment planning, asset allocation, growth and income strategies. He created Financial Fitness on WCNY-TV and previously served as host and producer of the popular show for more than 20 years. Dan is a graduate of the S. I. Newhouse School of Public Communications at Syracuse University. Upon the completion of executive education courses at the Wharton School at the University of Pennsylvania and the Graduate School of Business at the University of Chicago, he received the designation of Investment Management Consultant. Dan previously served on the Board of Directors for Hospice of Central New York and was Chairman, Board of Directors for the OnCenter Complex in Syracuse.

Pluff

David A. Holstein Member, Bousquet Holstein, PLLC David is a member of the law firm Bousquet Holstein PLLC, and serves on its Board of Managers. His practice areas include trusts and estates, mergers and acquisitions, nonprofit organizations, private foundations and charitable organizations. He has volunteered for many local charitable organizations including the Jewish Community Foundation of Central New York, the Everson Museum of Art, the SUNY ESF College Foundation and the Milton J. Rubenstein Museum of Science and Technology (MoST).

Holstein

Timothy Penix Vice President, Syracuse Educational Opportunity Center Tim serves as vice president of the SUNY Educational Opportunity Center, which is operated by Morrisville State College. He has served at Morrisville State College for more than 16 years, administering scholarships and programs to promote access and diversity to education. He created the Sheila Johnson Institute and the Academic Enrichment Center and also directed both the Collegiate Science Technology Entry Program (CSTEP) and the Arthur O. Eve Educational Opportunity Program (EOP). He has served on various nonprofit boards including the Association of EOC Directors across New York State, the New York State Fair Advisory Council, YMCA of Central New York, and CenterState CEO.

Penix

Philanthropy Center Gains LEED Certification The Central New York Philanthropy Center was recently awarded LEED® Certification. The LEED® rating system, developed by the U.S. Green Building Council, is the foremost program for the design, construction and operation of “green” buildings that operate for improved environmental and human health performance.

The Philanthropy Center achieved LEED® Certification for implementing sustainable practices during renovations that included the recycling of 91% of the waste generated on site. In addition, the Philanthropy Center was designed to limit water and energy use, as well as maximize indoor air quality, with the help of daylight harvesting, a reflective roof, energy-efficient windows and doors, pervious pavement and a rain garden.

We are excited to be recognized in this effort to make our headquarters a happy and healthy work and meeting space!

go to cnyphilanthropy center.org

to learn about the Philanthropy Center.

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If you do not wish to continue receiving SmartGiving, please email us at info@cnycf.org.

Non-Profit Org. U.S. Postage PAID Syracuse, NY Permit No. 1352

431 EAST FAYETTE STREET SUITE 100 SYRACUSE, NEW YORK 13202 315.422.9538

Where the Smart Money Gives. board of directors

J. Andrew Breuer William C. Brod Craig Buckhout, CFA Evelyn Carter Linda Dickerson Hartsock, Chair Richard D. Hole, Esq. Steven Jacobs Ellen Percy Kraly, Ph.D. Joseph B. Lee Melanie W. Littlejohn David J. Moynihan, CPA Brian Pollard, D.D.S. Rita L. Reicher, Ph.D. M. Jack Rudnick, Esq. Judith M. Sayles, Esq. Robert Scolaro, Esq. Corinne R. Smith, Ph.D. Michael J. Wamp Gwen Webber-McLeod Maryann M. Winters, MS, CPA

legal counsel

Gay M. Pomeroy, Esq. Mackenzie Hughes LLP

staff

Peter A. Dunn, President & CEO

finance and operations

Liz Cavallaro, Chief Financial Officer Dottie DeSimone, Senior Accountant Kathleen Deaver, Fund Operations Manager Robyn Smith, Events & Operations Manager Myia Knapp, Finance Assistant Amanda Wright, Administrative Assistant

development and marketing

Jennifer L. Owens, Vice President Monica Merante, Donor Relations Officer Katrina Crocker, Communications Officer Thomas Griffith, Gift Planning Officer Jan L. Hocker, Development Associate Juliet Maloff, Communications Associate

grants and community initiatives

John G. Eberle, Vice President Frank Ridzi, Director, Research & Community Initiatives Olive Sephuma, Director, Community Grantmaking Danielle M. Hurley, Program Officer David A. Kilpatrick, Grants Manager

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Local Literacy Efforts Thrive The Community Foundation is dedicated to helping improve literacy rates in Central New York by serving as managing partner and funder for the region’s literacy coalitions. Congratulations to the Literacy Coalition of Onondaga County and the Literacy Coalition of Madison County for their exciting achievements!

Syracuse’s campaign to improve reading proficiency among its youngest students was recognized as a 2013 Community Pacesetter by the Campaign for Grade-Level Reading, an honor that reflects the energy, mobilization and creativity that the local community has brought to this important work. Led by the Literacy Coalition of Onondaga County, Syracuse’s plan focuses community wide attention on an important predictor of school success and high school graduation –– grade-level reading by the end of third grade.

This milestone marks the point when children shift from learning to read and begin reading to learn.

With the help of its donors, the Literacy Coalition of Madison County (LCMC) was able to expand its Imagination Library program to residents of the entire county. Imagination Library is a national program that provides one free, age-appropriate book per month from birth to age five to children in participating communities.

LCMC finds this program to be critical in rural Madison County because transportation, geography and technology limitations can be barriers to literacy. Once families are enrolled in Imagination Library, a monthly book is mailed directly to their home.

Congratulations to everyone whose efforts are making a real difference in our region’s literacy rates!

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