2020 Annual Report
For Good. For Community. Forever.
Mission
Vision
We strengthen our community by offering donors opportunities to establish charitable legacies, by making grants, and by serving as a catalyst to address community needs.
The Eau Claire Community Foundation will be widely recognized in the area as the leading community resource promoting philanthropy, collaboration and innovation, and building endowments.
Content Rebecca White Body, Program Specialist Layout & Design Rebekah Bendorf, Graphic Designer Printed by Badgerland Printing USA, Inc. Photography by: Megan Zabel Holmes Tanner Thompson
Front cover photos (Top to Bottom) CVTC Foundation Boys and Girls Club Boys and Girls Club Family Resource Center (Circle) The Community Table YMCA of the Chippewa Valley
Year at a Glance
51% 47% 14%
TABLE OF CONTENTS
FIRST-TIME DONORS
GIFTS LESS THAN $100
FUNDS & GIVING .................................................
4
A Letter to our Community ..............................
5
Responding to the Pandemic
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6
Community Fund
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8
Unrestricted Fund
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10
Leadership Award
Field of Interest Fund
GIFTS IN HONOR OR MEMORY OF SOMEONE
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12
Designated Fund ....................................................
14
Donor Advised Fund .............................................
16
Fund Listings
18
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INVOLVEMENT Story Builder Campaign & Carson Park Stadium Renovation
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20
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21
Looking ahead to 2021
Women’s Giving Circle
March 8 WGC - Fall Education Event
October 21 Professional Advisor Event
Legacy Society .......................................................
22
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May 3 WGC - Spring Gathering
November 2 WGC - Annual Meeting
Board of Trustees
24
Committees
..............................................................
25
June 3 Annual Meeting
November 12-18 Community Foundation Week
September 20 Autumn Social
December 1 WGC - Gift of Giving Breakfast
Financial Report
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26
MAKING CONNECTIONS The Eau Claire Community Foundation helps you support charities you care about. You can donate to its existing Funds or create your own, either now or through your estate. ECCF invests the money, and the earnings support grants to nonprofits. Your gift will benefit our community forever
.
WAYS TO GIVE
Leadership Award Karen Hebert ECCF’s annual Leadership Award recognizes volunteers who have made outstanding contributions to our Foundation. ECCF is proud to present the 2020 Leadership Award to Karen Hebert. She served on our Board of Trustees for six years, on our Personnel Committee for nine years (including seven as Chair), and on our Grants Committee for four years (including three as Co-Chair). Karen and her husband Dick are also ECCF Legacy Society members.
Donate to a Fund Support existing funds through a gift of any size. You can make your gift in honor of someone important to you. Visit www.eccfwi.org for a complete list of funds.
Create a Fund Establish your own family fund with as little as $500. It will support the nonprofits you care about for years to come.
Learn About Our Committees Volunteers strengthen ECCF’s role as a resource for our community by serving on our diverse array of committees.
Like us on Facebook: @eccommunityfoundation
is ,R by Jane Young
WGC improves the quality of life for local women and children through collective philanthropy. Become a member with a $250 donation to the fund.
We’re incredibly grateful to Karen for her tireless work on behalf of ECCF and the community. Thank you, Karen, and congratulations on such a well-deserved award!
Aw ard
Become a Women’s Giving Circle Member
Karen also contributed immensely as ECCF responded to the urgent needs created by the pandemic. In her role as Interim Executive Director of United Way of the Greater Chippewa Valley, she worked closely with ECCF on the grant review process to ensure that our organizations’ grants would combine to be the most effective at addressing Chippewa Valley needs.
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FOR GOOD. FOR OUR COMMUNITIES. FOREVER. Giving Categories: Thanks to generous donors like you, the Eau Claire Community Foundation has been able to navigate the rough waters of the pandemic and continue enhancing the quality of life in the Chippewa Valley. Despite so much uncertainty in 2020, your support helped ECCF increase our positive impact on the entire community. One shining example of this impact is the Response & Recovery Community Fund. When we created it to meet needs caused by the pandemic, our initial goal was to raise and distribute $250,000 to local nonprofits. They were struggling to meet the increased community needs while coping with unexpected revenue losses. But the response from you and donors like you went far above our most optimistic expectations. Your donations allowed us to distribute $612,000 in much-needed funding directly to local nonprofits. Other 2020 highlights include: • Over $2.43 million distributed through 450 grants • Over $5.8 million in gifts received • Over $35.1 million in total assets At ECCF, we use our deep knowledge of the community, expertise in charitable giving, and commitment to permanent, sustainable philanthropy to help community members achieve their philanthropic goals. But we couldn’t do our work without your support. During a year of uncertainty, you served as a steady reminder of philanthropy’s promise. We’re grateful to have been your partner in keeping the light of generosity shining brightly. Thank you for your trust and confidence in ECCF. Sincerely,
Karl D. Murch, Board Chair
Create Culture Supports programs and organizations that enhance the quality of life in our community through music, literature, visual arts, performing arts, and museums.
Form Futures Enhances learning opportunities for children and adults in the Eau Claire area. Form Futures grants may also provide community development opportunities.
Give Green Supports programs that engage children and adults in activities that improve environmental quality or provide fitness, health, and wellness opportunities. It also includes support for animals and wildlife.
Offer Opportunities Provides children, adults, and families with basic needs such as food, shelter, clothing, health services, veterans’ programs and disability assistance.
5
OVER
Response and Recovery Community Fund Phase II of the Quick Response Community Fund When the COVID-19 pandemic began wreaking havoc on Eau Claire’s nonprofits—many of which had to cancel fundraisers even as the need for their services increased—we at ECCF knew we had to act. That’s why our Board of Trustees established the Quick Response Community Fund. It allowed us to rapidly deploy financial resources to nonprofits that serve Eau Claire area residents disproportionately impacted by the pandemic.
$1 M
GRANTED!
In collaboration with the United Way of the Greater Chippewa Valley (UWGCV), ECCF collected and evaluated grant applications from local nonprofits. A team of dedicated reviewers met each week to recommend grants to address the needs they deemed most urgent. Once approved by ECCF’s Board of Trustees, the grant funding went to the nonprofits as quickly as possible. Although we anticipated only one or two rounds of granting, the community’s incredible generosity allowed ECCF to distribute almost $275,000 over the course of four weeks. ECCF didn’t charge an administrative fee, so 100% of the donations to the Fund supported local nonprofits. Even better, these generous donations allowed ECCF to continue our pandemic-related granting under a new name: The Response & Recovery Community Fund grant cycle. Over the course of the Fund’s 6 grant cycles, the collective impact of grants from ECCF and UWGCV reached over $1 million! Of this amount, ECCF awarded more than $612,000 to 42 nonprofits that serve Eau Claire area residents. 2020 was a year of unprecedented struggle for our community. Even so, the darkness of the pandemic caused the light of generosity to shine even more brightly.
Grantee Spotlight, L.E. Phillips Career Development Center The L.E. Phillips Career Development Center (CDC) has been in the Chippewa Valley for over 60 years, providing vocational services, employment opportunities, and community outreach services for individuals with disabilities and disadvantages.
We will continue to be a resource for our community in slowing the spread of COVID-19. By the end of 2020, we anticipate that we will have made and distributed over 75,000 – 100,000 masks. Thank you for the positive response. Your support and investment in our organization is incredible!
“Coming together is a beginning; keeping together is progress; working together is success.” – Henry Ford
Pho to: CD Ce
In mid-September, we donated over 54,000 masks throughout the Chippewa Valley to area businesses and individual community members. Many support CDC, and it feels great to “give back” to our community when needed.
m pl oy ee s
In March 2020, we converted a portion of our upholstery department into mask making to combat the spread of COVID-19. Our goal at that time was to make and distribute 40,000 masks to our community members. CDC appreciates ECCF as well as all of the wonderful donations we have received in response to our production of face masks for distribution throughout the ckage single masks to pa e Chippewa Valley. hom f ing k or w
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Community Fund Dozens of nonprofits work hard to improve Eau Claire’s quality of life. How do you choose which one to support? With the Community Fund, you don’t have to! A gift to this fund helps ECCF fund grant requests that address our area’s most pressing needs, whatever they may be. The Community Fund’s support was especially important this year, when it was channeled into the Quick Response & Recovery Community Fund to address local nonprofits’ urgent needs. In 2020, basic needs like food, shelter, and healthcare were especially crucial due to the pandemic, and many of the Community Fund-supported grants addressed them. However, it usually supports grants to nonprofits in all four ECCF giving categories: Create Culture, Form Futures, Give Green, and Offer Opportunities. Gifts to the Community Fund not only help ensure that all Eau Claire residents have what they need to stay safe and healthy; they also help make Eau Claire the diverse and vibrant place we love.
2 3 Yea rs o f I m pa c t (Since Inception):
$306,743
Total Grants Distributed through 2020
133
Grants to Nonprofits
8
$350,240
Total Donations to the Community Fund
Grantee Spotlight, Bolton Refuge House, Inc. Bolton Refuge House, Inc. (BRH) creates a safe space through programs and services for all persons impacted by domestic violence, stalking, human trafficking, dating violence, and sexual assault; it also advocates for social change. The funding BRH received compensated for some of the revenue lost due to COVID-19 and supported BRH’s Mental Health Intervention Project. This project provides a range of support services and resources to victims and their children. It helps them develop safety planning and healthy coping skills that will allow them to end the cycle of violence. Through this project, BRH Advocates looked for fun and creative ways to interact with clients. The experience built trust and created happiness during a time of stress. One Advocate taught a client how to decorate a cake. She shares: “Together, we were able to create the fondant pieces for a cake for the first birthday her child was able to spend with her in over two years. She made a beautiful cake for her child.” COVID-19 has opened up opportunities to provide advocacy services differently, a change that has created many positive and teachable moments. BRH intends to adapt and embrace these changes going forward. 9
Mary Mills Falkner and Robert John Falkner Memorial Fund Unrestricted Fund Spotlight
The Mary Mills Falkner and Robert John Falkner Memorial Fund not only honors two remarkable lives; it will also continue their legacy of generosity by addressing the community’s greatest needs for years to come.
What is a Memorial Fund? When a loved one passes away, many families and friends wish to create a lasting legacy in honor of his or her life and support the causes they care about. A Memorial Fund can be designated to specific nonprofits, a general area of interest, or be unrestricted to address the community’s greatest needs. No matter what you choose, a Memorial Fund will support your loved ones’ passions and interests forever.
“My sisters and I decided to establish an unrestricted fund to continue the Legacy of our parents and their love for Eau Claire,” Craig Falkner explained. “So much of their happiness occurred within this great city. It is only fitting that their legacy continue to benefit and strengthen the place that was so dear to them and provided so much happiness in their lives.” Unrestricted Funds like this one support ECCF’s annual Community Grant Cycle, giving grant reviewers flexibility to recommend funding that addresses the community’s greatest needs. Through these grants, the Falkners’ memory— and their generosity—will live on.
Unrestricted Funds The needs of our community are constantly changing, and this type of fund allows ECCF the most flexibility to allocate the grant dollars to the greatest needs of our community through the competitive grant process.
B.J. & Bea Farmer Family Fund Charter Bank Eau Claire Fund Daniel F. & Margaret J. Brown Memorial Fund
Mary Mills Falkner and Robert John Falkner Memorial Fund Paul & Cheri Weinke Family Fund Phillip & Barbara Fey Fund
Dean & Susan Olson Family Fund
Preston & Mary Kay Bissell Fund
Ed & Judy Ramsey Fund
Richard T. Gannon Fund
Giving Traditions Fund
Roberta & Ken Vance Fund
Goff Family Fund
Royal Credit Union Fund
Jack & Lois Postlewaite Family Fund
Susan & Roger Tietz Fund
James H. Cupery Fund
T. Gordon & Gladys P. Keith Fund
Lois & Arnold Domer Fund
New Funds
23 Years of Impact
(Since Inception):
$2,469,630 Total Donations Received
$865,540
Grants Distributed
469
Grants to Nonprofits
$3,228,290
Current Balance of Unrestricted Funds
11
Denise Murch Memorial Fund Field of Interest Fund Spotlight
Karl Murch created this Field of Interest Fund in honor of his wife, Denise, who passed away in 2014 after a courageous battle with cancer. A native of Chetek, Denise began her career in the medical field and married her high school sweetheart, Karl. The couple had three children: Kelli, Erik, and Kerri. After moving to Eau Claire, Denise assisted disabled children in the Eau Claire School District and spent fifteen years as a teacher’s aide for students with special needs. She loved her job and was heartbroken when cancer forced her to stop working. Denise loved spending time at the family’s cabin and traveling. She also loved garage sales, reading, and most of all spending time with her children and grandchildren.
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The Denise Murch Memorial Fund continues Denise’s legacy of care and service by supporting nonprofits that provide Eau Claire residents with food, shelter, medical care, and other basic needs.
“I originally started the fund from memorials the family received when Denise died,” Karl explained. “I thought it was a way that she would be remembered by providing support to
“It is also the reason that I feel passionate about the Foundation,” Karl explained, “and have set aside additional funds for it in my will. Having personal experience with the Foundation, I know the amount of work and the controls that are in place to make sure funds are used to maximize benefits to the community.”
some of the people most in need. I wanted our grandchildren
”
and future generations to know that her life continued to benefit the community where we raised our family.” - Karl Murch
Although Denise is no longer with us, her goodness lives on through the hope her Fund brings to community members in need. - Karl Murch
Field of Interest Funds This type of powerful giving allows the fundholders to support programs that will target their own passions and interests in specific areas of interest, such as art of the environment. They encompass many of the needs in our community.
Anonymous Fund After school program Aubre’s Fund Children & animals Beckerman Family Fund Family literacy, homelessness and arts & culture Children’s Legacy Endowment Fund Children Daniel & Mary Ann Ogan Educational Fund Form Futures Denise Murch Memorial Fund Basic needs in the community Draper Hills Financial Literacy Endowment Fund Financial literacy education in Loyal, WI Edna Hood Memorial Fund Literacy & music programs
Junior League of Eau Claire Endowment Fund Women & children
23 Years of Impact
Laura & Duane Hookom Family Fund Parks & recreation
$3,899,720
Louis & Janet Frase Fund Children’s programs
Michael Lund Memorial Fund Physical & mental health programs for children
Grants to Nonprofits
Nellie & John I. Kaiser Memorial Fund Children’s literacy programs
210
$4,120,010 Current Balance of Field of Interest Funds
Opportunities for All Children Legacy Fund Supports children with disabilities
Fuerstenberg Family Fund Form Futures
Victoria E. Finstad Fund Nordic culture programs
New Funds
$574,950
Grants Distributed
S.S. Safari All-Star Fund For shelters, foster care, & cancer research programs for dogs
John & Jane Lokken Fund Create Culture, Give Green & ECCF Operations
Total Donations Received
Mayo Clinic Health System Children’s Health Fund Children’s health programs
Education Fund Programs in EC schools
Jim & Kathy Pinter Mental Health Fund Mental health
(Since Inception):
How to utilize a gift from a Qualified Charitable Distribution (QCD)? A QCD or a distribution from an IRA are simple and smart ways to establish an Unrestricted, Field of Interest, or Designated Fund. The distribution won’t count as tax deductible income to you, and your new Fund will support your favorite causes in a planned and impactful way.
Roger & Betty Davis Fund Designated Fund Spotlight
We chose to provide a Fund to help support local arts related organizations because we believe they are important to the community. The Fund is not only for their benefit; it is also for our benefit. It feels good to help worthy organizations. Listening to music can encourage excitement and stress, but much of Classical music can calm you and improve your mood. There is a much stronger connection to music when you attend a live performance away from the distractions of everyday life. The connection is even stronger when you recognize one of the performers from your neighborhood.
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My appreciation for Classical music led me to appreciate other arts and to a greater appreciation of the world around me. The connection between members of the audience and the actors in live theater is much stronger than in the movies. Live theater can be very whimsical, very educational or both.
“The organizations we have chosen to support affect people on both an intellectual and emotional level.
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They can help you achieve inner peace or make you look at the world around you in a different way.” - Roger Davis
14
Museums preserve what fact-based historical records cannot: how it felt to exist in a particular place at a particular time. Museums allow people from different cultures and different times to communicate with each other via images, sounds and stories. And the Pablo Center at the Confluence! Live theater and live music are even better in a state-of-the-art facility. -Roger Davis
Designated Funds These Funds allow fundholders to make annual grants that support specific charities (nonprofits, churches, and schools) forever.
Buzz & Mary Ann Minton Fund OutdoorMore, Inc. Dean J. Arnold Endowment Chippewa Valley Museum, Eau Claire Public Schools Foundation, Paul Bunyan Logging Camp Dr. Joseph M. & Jean M. Tobin Family Designated Fund Beaver Creek Reserve Dartmouth & Mt. Holyoke Colleges Dr. Michel & Cathy Sultan Fund Chippewa Valley Free Clinic Eau Claire, Dunn, & Pepin County Medical Society Chippewa Valley Free Clinic Epilepsy Foundation of Western WI ECPD K9 Fund Gary & Sonya Tourville Family Fund Augusta Area Foundation Eau Claire YMCA Helen & Karl Andresen Family Endowment for Special Needs Helen’s House at REACH, Inc. Higbee Family Fund Courte Oreilles Lakes Association (COLA)
New Funds
Hubbard & Kathryn Robbins Family Fund Robbins Elementary Jeanne Richie Memorial Puddle Jump Endowment Fund Longfellow Elementary John & Lela Thompson Fund Chippewa Valley Museum L.E. Phillips Senior Center Spirit Lutheran Church Kyanna Joy Darnell Flutter Buster Fund Elementary schools of Altoona & Owen-Withee L.E. Phillips Memorial Public Library Endowment Fund Lac Courte Oreilles Legacy Fund Courte Oreilles Lakes Association (COLA)
UWEC Music Dept., Pablo Center for the Confluence Sculpture Tour Eau Claire Endowment Fund Stromwall Family Studnet Emergency Fund CVTC Foundation for students Thomas & Joyce Bruckner Fund American Red Cross- CV Family Promise of the CV Feed My People Warloski Family Fund Pablo Center at the Confluence Chippewa Valley Museum Chippewa Valley Symphony
23 Years of Impact (Since Inception):
Lyle & Karyn Quandt Fund Special Olympics WI - Area 3
$1,058,280
Ralph Owen Disaster Relief Perpetual Fund American Red Cross – CV
$393,690
Roger & Betty Davis Fund Chippewa Valley Symphony, Chippewa Valley Museum, Chippewa Valley Orchestra, Chippewa Valley Theater Guild,
Total Donations Received
Grants Distributed
265
Grants to Nonprofits
$1,263,780
Current Balance of Designated Funds
Billie G. Macaul Memorial Fund Donor Advised Fund Spotlight
Sherry Macaul established this Donor Advised Fund to honor her mother, Billie G. Macaul. In Sherry’s words, “Billie valued education and had a strong appreciation for learning. She believed in the power of education to transform lives. This fund is being established in her name to honor her life, values, and to support innovative learning programs and initiatives for youth in our community.
“
“Give generously, as have those who have gone
”
before us, so that we may sustain a culture of enriched opportunities in our community for
16
future generations.” - Sherry Macaul
Over the course of her lifetime, Billie was a devoted wife, mother, church secretary, and personnel manager. She regularly volunteered in her community and church in Euclid, Ohio, and Eau Claire, WI. Billie was a giving person who lived her faith and was philanthropic. She enjoyed sharing her sewing and culinary talents with family, friends and neighbors. Billie’s generosity and caring spirit will live on in her Donor Advised fund, providing opportunities for youth to engage in new technologies, develop talents, and foster relationships that can influence their futures.”
Donor Advised Funds These Funds allow individuals, families and businesses to be fully involved in their philanthropy. Fundholders have the flexibility to recommend grants to their charitable interests while ECCF handles all of the paperwork.
Paul & Jill Kulig Family Fund
Anonymous Fund (2)
John & Betsy Kell Family Fund
5 Martin’s Family Fund
John Matthew Fesenmaier Children’s Fund
Philip & Janice Happe Family Fund
Access Eau Claire Fund
Jon N. & Maureen S. Homstad Family Fund
Phillip & Barbara Fey Family Fund
Anonymous Donor Advised Fund
Karen Overhulser Fund
Public Gardens Fund
Anonymously Fund
Katharine’s Wish - Everett/Rhoten
Robert R. Southard Memorial Fund
Babbette’s Seeds of Hope Fund
Family Fund
Scobie Family Fund
Billie G. Macaul Memorial Fund
Kiwanis Club of Eau Claire Endowment Fund
Stephen & Kristine Bien Family Fund
Bob & Louise Barfknecht Fund
Koehn Family Endowment
Talley Family Fund
Brotoloc North Mental Health Fund
Kristo Family Fund
Tech Fund - Krause Family
Carlson Family Fund
L & M Foundation, Lois &
Terry & Flo Sheridan Family Fund
Charles & Joanne Graaskamp Fund Christopher J. & Julie A. Hasenberg Family Fund
Marlin Mueller Fund Lasker Jewelers Star of Hope Foundation Fund
Chuck & Lori John Shoemaker Family Fund
Larson Family Fund
Cindy Schlosser & Paul Wagner Fund
Leonard E Gibbs Fund to Promote Excellence
Thomas & Jill Barland Fund The Thurston “It’s the little things” Family Fund (Amy E. Thurston & her parents, John R. Thurston & Helen Kroll Belongia)
Clark Family Fund
in Evidence Informed Reasearch &
Tim and Carol Olson Family Fund
Cody & Molly Filipczak Family Fund
Practice in the Helping Professions
William & Kathryn Bergman Fund
Dan & Debbie Market Family Fund
M&J Employee Impact Fund
Young Family Fund
David B. & Dorothy H. Owen Family Fund
Mattoon Family Fund
David T. Bodeau & Family Fund
Mayer Family Fund
23 Years of Impact
Dick & Marlene Cable Family Fund
Michael & Jane O’Meara Family Fund
Dr. Ronald & Patricia Lange Family Fund
Mohr’s Eau Claire Ford Lincoln
Eau Claire Community Parks Association Frederikson Family Fund Grewe Family Fund
Endowment Fund My Dad - Milton & My Mom Elnora Siker Fund
Jack & Carol Bartingale Family Fund
Norm & Mary Ellen Keller Fund
Janet Barland Fund
O’Halloran Family Fund
Jeffrey & Karen Jones Family Fund
Pabich Trust Fund 2004
Jerry & Sue Bauer Family Fund
Pat & Sue Quinn Recreational Fund
New Funds
(Since Inception):
$10,771,780 Total Donations Received
$4,094,440
Grants Distributed
1,499
Grants to Nonprofits
$10,581,710
Current Balance of donor Advised Funds
Agency Endowment Funds
Acorn Funds
These Funds are established by nonprofits to provide ongoing
Donors invest as little as $500 up front and add tax-deductible
operational support for their organizations.
contributions for up to five years. When Funds mature into permanent endowment funds, granting can begin.
Anonymous Fund (3) Beaver Creek Reserve The Citizen Science Center Fund Doug and Kate Lindsay Adventure Fund The Henke Acres Fund Jim Schwiebert Butterfly House Fund Bolton Refuge House Endowment Fund Boy Scouts of America CV Council Endowment Fund
Pass-Through Funds
Eau Claire Children's Theatre Endowment Fund
Cody & Molly Filipczak
Foundation for the Endowment of the American Birkebeiner, Inc.
ECPD Junior Police Academy Fund
Bidwell Engebretson Tusen Takk Volunteer Support Fund Forerunner Fund Richard Pierce (Torstein) & Sandy Lampman Trail Support Legacy Fund Family Promise of the Chippewa Valley Fund Feed My People Endowment Fund Flying Eagles Ski Club Endowment Fund Giniigaaniiminaang! For Our Future Goodwill Industries Fund Hayward Library Foundation Fund Hope Gospel Mission Endowment Fund Landmark Conservancy Fund for Mary E Fitz Memorial Park L.E. Phillips Memorial Public Library Agency Fund L.E. Phillips Senior Center Endowment Fund LV-CV Legacy for Literacy Fund Mega Charities Foundation Fund Paul Bunyan Logging Camp Museum Endowment Fund United Cerebral Palsy Endowment Fund
18
Al & Peggy Jones Fund Andrew & Brenda Schlafer Fund Foundation Leaders Fund Mark & Donna Faanes Family Fund Paul Del Torto Fund
Young Men's Christian Association of Eau Claire Endowment Fund New Funds
Ellen J O'Meara Memorial Fund Lac Courte Oreilles Foundation, Inc. Jack & Lois Postlewaite Pat & Sue Quinn Roberta Vance
Fiscal Sponsorship Funds Carson Park Baseball Stadium Renovation Fund Confluence Building Fund Story Builder Campaign for the L.E. Phillips Public Library Expansion
Supporting Organizations Eau Claire Public Schools Foundation
ECCF Operational Funds Operations Fund Supports ECCF’s operations Society of Founders Fund for Operations Supports ECCF’s operational endowment
Designated Scholarship Funds These Funds allow fundholders to support the post-secondary educations of students from a high school of their choice. Altoona School District Anonymous Fund (1) Talha Aslam Memorial Scholarship CV Technical College Ida B. Fischer Scholarship Eau Claire Area School District Memorial High School Class of 60 Scholarship Stromwall Family Scholarship (Includes Eau Claire County) Elk Mound Area School District Clarence & Isabel Berger Family Scholarship Elk Mound High School Alumni Scholarship Independence School District Arnold & Marie Maliszewski Memorial Scholarship Doris J. Bautch STEM Scholarship Independence Public School Memorial Scholarship Laura Graul Memorial Scholarship Max Manuel Isaacs & Hannah Bernhardt Isaacs Memorial Scholarship RAPS DOC Scholarship Janesville Craig and Beloit High School My Dad-Milton, My Mom-Elnora Siker Endowed Scholarship Loyal School District Draper Hills Scholarship South Shore School District Cody & Molly Filipczak Scholarship New Funds
23 Years of Impact (Since Inception):
$1,581,710
Total Donations Received
$264,890 Scholarships Distributed
162
Scholarships for Students
$1,791,498
Current Balance of Donor Advised Funds
Story Builder Campaign For the L.E. Phillips Memorial Public Library Expansion Fund
Carson Park
Stadium Renovation Fund
The L.E. Phillips Memorial Public Library has served the Eau Claire community for over 160 years. Every day, more than 1200 people enter its doors to discover, explore, and connect.
‘Fill the Seats’
But while the city has grown, the building has not. That’s why the Story Builder campaign is raising $7M in private funds to expand the library’s physical space. These funds will supplement a $11.5M investment from the City of Eau Claire to update the library’s failing mechanical systems.
MATCHING GIFT CHALLANGE!
$50,000
www.FilltheSeats.Today
Expansion plans include a third floor event room, modernized study rooms, an expanded DIY makerspace, improved ventilation systems, and energy saving measures. The new designs are flexible and able to respond to future community needs. Anyone interested in learning more about the campaign or seeing who’s already donated can visit www.ecpubliclibrary.info/storybuilder.
WRITING THE FUTURE OF OUR LIBRARY
Building the Future Preserving the Past
Women’s Giving Circle The mission of the WGC is to improve the quality of life for women and children in the greater Eau Claire area through collective philanthropy. Together members learn, collaborate, and empower to make the greatest impact in our community. Consider becoming a member today!
2020 WGC GRANT RECIPIENTS:
$45,379
Bolton Refuge House, Inc. Protect and Inspire
Grants Awarded in 2020
18
New Members
Altoona Care Closet WGC Grantee Spotlight
21
Lifetime Members
6
New Lifetime Members
While schools don’t list items such as socks, underwear, and shampoo on their back to school lists, many students lack them. The discomfort caused by this lack of basic personal items often prevents them from focusing in school. To address this problem, the School District of Altoona opened a Care Closet in 2018. The Care Closet offers clothing, hygiene items, and a food pantry to meet the needs of any student enrolled in the district. Clothing is available for students in kindergarten through high school, and food is sent home on Fridays. All of these items are free and can be obtained when families and students “shop” for them with their school counselor. Since the Care Closet addresses ongoing needs, donations are welcome. Please visit the Care Closet page of the School District of Altoona’s website for a list of current needs: https://www.altoona. k12.wi.us/parents/care-closet.
Boys and Girls Clubs of the Greater Chippewa Valley, Lee and Mary Markquart Center STEAM and Positive Behavior Programming Children’s Service Society of Wisconsin Building Families Chippewa Valley Museum Music of the North Object Theater Production Family Resource Center Triple “P” Positive Parenting Initiative Girls on the Run of the Chippewa Valley Camp GOTR Program Initiative HSHS Sacred Heart Hospital Foundation Compassionate Care Program Literacy Chippewa Valley Eau Claire County Jail Women’s Adult Basic Education Pablo Center at the Confluence Robotics at the Pablo Center 21
Legacy Society ECCF established the Legacy Society to recognize its members who have made provisions in their estate plans to provide a gift for the causes they care about the most. By including ECCF in your will, establishing a charitable gift annuity or remainder trust, or naming ECCF as beneficiary of a life insurance policy, you can join members of the Legacy Society as they look beyond the here and now to the future well–being of the greater Eau Claire area.
“Many people have given generously in the past to help make Eau Claire a great place to live. Now it is our turn. By working with the Eau Claire Community Foundation’s Legacy Society, we can direct our long term support to organizations that we feel are deserving of more support.” – Roger Davis, Legacy Society Member
“Being part of ECCF’s Legacy Society ensures not only that nonprofits we love will have the support they need to serve future generations, but that future generations of our family can be involved in providing that support.” – Greg Bremer, Legacy Society Member 22
Become a member of the Legacy Society To find out more, visit the “Powerful Giving” tab on our website, www.eccfwi.org.
These Legacy Society members have included the Eau Claire Community Foundation in their estate plans:
4 2020
Susan J. Bruce
Edna Hood*
Andrew & Brenda Schlafer
Thomas & Joyce Bruckner
Duane & Laura Hookom
William & Kathleen Schoener
Dick & Marlene* Cable
Al & Peggy Jones
Cindy Schlosser & Paul Wagner
Kurt & Tammy Cable
John Kaiser & Marcia Van Beek
Steve & Kaye Senn
Jim Carter & Victoria Miller
Dr. David & Alice Katz
Flo & Terry* Sheridan
Roger & Betty Davis
Betsy Kell
Chuck Shoemaker Jr. &
Paul Del Torto
Dr. Daniel & Kerry Kincaid
Arnie* & Lois* Domer
Joseph Koehn*
Bradley J. & Janet E. Smith
Anonymous (3)
Don* & Jan Etnier
Kathy Kovell
Vernon* & Jo Ann Smith
Helen* & Karl* Andresen
B.J.* & Bea* Farmer
Julia Kyle
Jerry & Beth Speckien
Dr. David* & Joan Angell
Jennifer & Joseph Fesenmaier
Sherry L. Macaul
Jack* Stromwall
Richard R. & Sara Solie Baer
Cody & Molly Filipczak
Richard D. & Marcia D. Larson
Amy Thurston
Bob & Louise Barfknecht
Victoria E. Finstad
John & Jane Lokken
John* Thurston
Janet Barland
Larry E. & Ida B.* Fischer
Keith & Alison Martin
Susan & Roger Tietz
Thomas & Jill Barland
Heidi Fisher
Buzz & Mary Ann Minton
Dr. Joseph M.* & Jean M.* Tobin
Jack* & Carol Bartingale
Dr. Louis & Janet Frase
Gregg & Emily Moore
Gary & Sonya Tourville
Jerry & Sue Bauer
Roy & Janice Fuerstenberg
Lois & Marlin Mueller
Dr. Peter Ullrich &
Doris J. Bautch
Richard T. Gannon
Jon & Erika Munger
Bill & Winnie Bean
Thomas* & Annie Grewe
Karl Murch
Kenneth* & Roberta Vance
Miss Priscilla Berry
Charles & Becky Grossklaus
Charles D. & Sue E. Nyberg
Jan & Kathryn VerHagen
Stephen & Kristine Bien
Ann Gunderson Thornburg
Rick & Carol Olson
Ron* & Johanna Warloski
Preston* & Mary Kay* Bissell
Cindy L. Hangartner
Karen Overhulser
Paul & Cheri Weinke
Don & Kim Bodeau
Christopher & Julie Hasenberg
Tim & Denise Pabich
Bonnie Wright
Robert & Andrea Bodeau
Dick & Karen Hebert
Jim & Kathy Pinter
Dr. Jack & Cleo Young
Mel & Leann Breed
Mark & Lois Helland
Jack & Lois Postlewaite
Gregory Bremer &
Lawrence Henkel
Lyle & Karyn Quandt
Dr. Eldon Hill
Pat & Sue Quinn
Jon N. & Maureen S. Homstad
Duane* & Ruth* Sackett
New Members in
Jennifer Hanson-Bremer Daniel F.* & Margaret J.* Brown
Lori John-Shoemaker
Susan Pittman
*Denotes deceased
New Member
23
Past Chairs
2020-2021 Board of Trustees
Mark Faanes 2015 - 2017
Jane Lokken 2013 - 2015
Pat Quinn 2011 - 2013
Paul Weinke
Karl Murch, Chair Retired CFO, Global Finishing Solutions
Linda Danielson, Vice Chair Attorney, Ruder Ware
Dale Wood, Treasurer Partner, McMahon, Schleifer, & Wood, LLC
Cindy Hangartner Attorney Crivello Carlson
Phil Happe M.D. Retired, Internal Medicine, Mayo Health System
John Satre, Secretary CPA, Bauman Associates & Advisors
Kim Bodeau Retired, Community Member
Greg Bremer Professional Advisor Area Financial Services
Tom Larson President, Larson Management, Inc.
Tim Pabich Partner, Arrowhead Development, LLC
2009 - 2011
Charles Graaskamp* 2007 – 2009
Dick Larson 2005 - 2007
Susan Tietz 2003 - 2005
Jack Postlewaite
Amelia Daniels Personal Trainer Community Member
2001 - 2003
Jeff Kowieski Partner, General Counsel Wipfli
T h a n k yo u to o u r o u tg o i n g Tr u s te e s
Jon N. Homstad 1999 - 2001
Dick Cable
Chris Hasenberg
1997 - 1999
*Denoted deceased
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Laurie Klinkhammer, Past Secretary Jackie Rasmussen Financial Advisor U.S Bank Wealth Management
Sarah Stokes Owner STOKES|HERZOG Marketing + Consulting, Founder of The Juicy Good Life
R. Thomas Toy Entrepreneur, Business Owner
Laura Talley, Past Chair Senior Vice President, BMO Harris Bank
Sherry Mohr
Coming in 2022
2020 Committees Audit Committee
Grants Committee
Linda Danielson, Chair
Kim Bodeau, Chair
Bill Brunner
Jackie Rasmussen, Co-Chair
*Laurie Klinkhammer Karl Murch
**Dave Anderson
Laura Talley
Dawn Benning
Dale Wood
**Julian Emerson
Communications Committee Sarah Stokes, Chair
Gretchen Hudacek Marilyn James Heather Johnson Schmitz
Investment Committee
Operations Committee
Tom Larson, Chair
Dale Wood, Chair
Joe Fesenmaier
Dr. Tom Dow
Dr. Phil Happe
John Satre
Chris Hasenberg
Susan Tietz
Bill Hilgedick Jeff Kowieski
Personnel Committee
Dave Pokrandt
Karl Murch, Chair
Pat Quinn
Linda Danielson
Suzanne Ashley
Courtney Kanz
Dale Wood
Meghan Bauer
Allen Keniston
Amelia Daniels
Marianne Klinkhammer
Nominating Committee
*Cindy Hangartner Stephanie Harvey
**Laurie Klinkhammer Leslie Lyons
*Vicki Hoehn
Donnella Magadance
**Marianne Klinkhammer
Jim McDougall
*Chase Kunkel
Susan Mertens
Katie Murphy **Michael Strubel
Development Committee Greg Bremer, Chair Cindy Hangartner Bob McCoy Tim Pabich Jack Postlewaite Brad Shultz Tom Toy Paul Weinke
Thomas J. Misfeldt **Jane O’Meara Matt Pabich Kara Pitchford **Jessica Rauckman
Deborah Marshall Susan Tietz
AnniversAry CelebrAtion!
Laura Talley
Linda Danielson, Chair * Term ended in 2020 Mark Faanes
25
th
**New in 2021
THE HEART OF THE COMMUNITY
Jane Lokken Laurie Klinkhammer Jack Postlewaite Pat Quinn Laura Talley Susan Tietz Paul Weinke
Flo Sheridan
SAVE THE DATE June 20th, 2022 The Florian Gardens
25
Why Give Through YOUR Community Foundation?
Assets Held in Each Fund Type* Acorn
One of the greatest gifts you can give to a cause, organization, or even your family is the power to
Designated
• Knowledge of nonprofits and
14% Field of Interest
Agency 12%
give back through a fund at the Foundation.
Local Expertise
1%
12% Pass-Through
6%
10% Scholarship
Donor-Advised 30%
15% Unrestricted
community needs
*2020 assets
• Board members engaged with the community • Helpful professional staff
Personal Service
Grants Distributed in 2020 Agency Fund
7%
10% Story Builder
• Effective giving
ECCF 72%
• Grant-making made simple • Awareness of needs of nonprofits
11%
EC Public Schools Foundation
Community Leadership
2020 Total Grants: $2,434,523
• Collaborative giving
ECCF assets are in a balanced portfolio of pooled investments that maximize fund
• Community investment
growth and encourages, facilitates, and manages long-term philanthropy. Both the
• Nonprofits made stronger
Diversified Portfolios and the Socially Responsible Portfolio is managed by Morgan Stanley. Financial Statements are prepared by CliftonLarsonAllen, LLP, and the 990 returns
26
are prepared by Wipfli, LLP.
Financial Report $35,198,443
2020
$28,678,997
2019 2018
$22,090,674
Statement of Financial Activity
$21,953,481
2017
$20,305,300
2016
$17,566,288
2015
Support & Other Revenue
$6,252,551
2010
Contributions - Funds
$4,177,367
2005 1997
$1,074,049
0
$5M
Contributions - Story Builder (Agency)
$10M
$15M
$20M
$25M
Restated 2019
2,380,868
2,156,271
29,789,300
25,816,609
285,111
679,612
2,720,212
-
Other Assets
22,951
26,505
Total Assets
$ 35,198,443
$ 28,678,997
Investments Pledges Receivable - Funds Pledges Receivable - Story Builder
Other Liabilities Funds Held for Story Builder Funds Held for Agencies
18,541 1,077,571
5,813,417
6,278,294
(3,288,447)
(1,077,751)
Net Contributions
2,524,970
5,200,543
Investment Gains (Losses)
3,220,363
3,124,381
332,241
290,756
$ 6,077,575
$ 8,615,680
$ 2,036,945
$ 2,433,502
227,000
-
Administrative Fee Revenue Total Support & Other Revenue Grants & Expenses Grants - Funds
Total Liabilities
Beginning Balance of Net Assets Change in Net Assets Total Liabilities & Net Assets * 2020 Unaudited
Total Grants Less Grants for Agencies
3,183,177
48,648 4,114,683
$ 7,732,168
$ 4,191,627
24,487,370
18,915,259
2,978,905
5,572,111
$ 35,198,443
$ 28,678,997
48,648
48,431
28,296
4,506,343
3,134,529
153,918
Grants - Agency Funds 42,648
$ 5,133,354
Contributions - Agency Funds
Grants - Story Builder Liabilities
Restated 2019
Contributions - Operations
Less Contributions for Agencies
2020*
Checking and Money Market
$35M
Total Contributions
Statement of Financial Position Assets
$30M
2020* $ 2,476,539
170,577
63,109
2,434,523
2,496,611
(170,577)
(63,109)
2,263,945
2,433,502
Program Expenses
382,697
168,966
Operating Expenses
316,537
345,650
Investment Management Fees
135,491
95,451
Net Grants
Total Grants & Expenses Change in Net Assets
3,098,670
3,043,569
$ 2,978,905
$ 5,572,111
27
"When I think about how I would have tried to navigate this year’s planned giving without the help and flexibility of ECCF, I conclude that I could not have done it. I’ve shared with Sue many times that I felt setting up a Donor Advised Fund was a good idea at the beginning. I had no idea just how valuable it was going to be." - Dick Cable
Thank You! Every grant from ECCF starts as a gift from someone like you. We are deeply grateful for the generous friends who have made a gift to one or more funds at the Foundation. Memorials and Honorariums are an excellent way to recognize someone while also making a lasting difference in your community. To see a list of our 2020 Donors and Grant Recipients, please go to www.eccfwi.org, under the ‘Powerful Giving’ and ‘Lasting Impact’ tabs, respectively. ECCF Staff: (left to right; top to bottom) Sharon Peterson; Financial Specialist (Retired), Erin Dayton; Development Specialist, Rebekah Bendorf; Graphic Designer, Rebecca White-Body; Program Specialist, Sue Bornick; Executive Director
306 S. Barstow, Suite 104 Eau Claire, WI 54701 info@eccfwi.org 715.552.3801 www.eccfwi.org
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