community foundation

Your passion. Your legacY.

2 5 T H A N N I V E R S A R Y R E P O R T T O T H E C O M M U N I T Y

C r e at e yo u r l e g aC y W i t h a C h a r i ta b l e F u n D

“I think that your legacy is that everyone should reach out to their communities.”

Joanne & Lou Horn at Appleton Medical Center Joanne & Lou Horn Family Fund

“I’ve developed my interest in charity through my Christian faith.”

For the past 25 years, the Community Foundation for the Fox Valley Region has been helping people turn their charitable passions into lasting legacies. We are a public nonprofit created to strengthen our community for current and future generations by helping people make a difference in the lives of others. Our job is “Helping Donors Share.” Learn more about us online at www.cffoxvalley.org or call our office at (920) 830-1290.

Carla and Doug Salmon surrounded by students they have helped.

John Bennett at St. Joseph Food Program John Bennett Family Fund

Salmons creating a legacy of learning

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here’s no mystery about which cause is Doug and Carla Salmon’s passion. It’s printed on their business cards: “Education: The road to success.”

The Doug & Carla Salmon Foundation, a supporting organization within the Community

Use a charitable fund to support a cause, honor a loved one or build a family framework for giving through the generations.

Many are single moms.

They get help to go on in school and, for the most part, come away with better paying jobs.

“A lot of people wouldn’t take the time to help out a person like me, but they did.” -Javier Gomez Foundation, has helped more than 700 students with scholarships and counseling since 1999. Most face economic challenges.

“Just a little bit of support and guidance oftentimes can make the difference,” Doug, a retired doctor, said.

“If they can get a better

“We have a passion for trying to meet the needs of our youth. ... Maybe it’s because we’ve got five kids.”

8 Read more in our

annual Report to the Community online at www.cffoxvalley.org/ annualreport.

job, they can improve their lives,” Carla, a retired medical technologist and community volunteer, said.

Javier Gamez is the first in his family to graduate.

“A lot of people wouldn’t take the time to help out a person like me, but they did,” he said.

Their estate plan assures the program live on after them, with help from the Community Foundation.

Bob & Karla Duimstra with Appleton Boychoir Duimstra Family Fund

“I really felt the need to do something that would keep their legacy alive for the grandkids.”

Rob Norris-Weber, son of Forrest & Dale Weber Forrest and Dale Weber Memorial Scholarship Fund

Forrest & Dale Weber

� Congratulations on 25 years � WI-5001382174

from Robert

Endries 6X2.3”Family Foundation & Patricia Endries

The Robert & Patricia Endries Family Foundation was established for the benefit of people in need, primarily in the Brillion area but with consideration to the Fox Valley, Lakeshore and Northeastern areas of Wisconsin. As a supporting organization, the Robert & Patricia Endries Family Foundation benefits from investment and administrative support from the Community Foundation for the Fox Valley Region. However, the family foundation retains its unique identity, distinct purpose and uses a separate board of directors to award grants.

helping Donors Share We’re celebrating 25 years and promise many more

Happy

promises: “There’s no way that you can make your gift work harder and do more than by giving it to the Community Foundation.”

We stand by that promise.

In the years since our founding in1986, individuals, families, businesses and organizations have established more than 1,100 charitable funds.

Their generosity has enabled us to award more than $150 million in grants to support the work of charitable organizations locally and beyond.

Working together with donors and nonprofits, we can help those in need and maitain the quality of

Through the Community Foundation

G

Curt Detjen President/CEO

life we all enjoy.

We will be here for another 25 years, and another and many more, caring for charitable legacies.

What will be your legacy?

iving to a favorite cause turns your passion into an act of charity.

Giving through a fund within the Community Foundation turns your passion into a legacy.

When you give through the Community Foundation you can: • Engage in easy, efficient giving with tax-effective gifts during lifetime and through your estate, working with your advisor.

• Simplify giving to multiple nonprofits.

• Create a lasting legacy for you, your family or a loved one.

• Develop a giving plan that conveys your values and beliefs.

• Involve family members in giving.

• Donate complex assets (real estate, privately held stock).

• Receive help from our staff about community needs.

8 See our “Deciding to Give” checklist at www.cffoxvalley.org/ PlanYourGift

establishing a charitable fund within the Community Foundation is easy.

1.

2.

Contact us. (see below)

Make an initial contribution of at least $1,000 for a future fund or $10,000 for an endowment that can award grants ($15,000 for a scholarship fund).

3.

Determine your charitable purpose, give the fund a name and sign a two-page fund agreement.

8 To proceed,

contact VP Gift Planning Kim Petersen at (920) 830-1290 x19 or

kpetersen@cffoxvalley.org

! y r a s r e v i n An 6X4.8” Theda Care

ne for o d e v ’ u tions r all yo a o f z i u n a o g y r Thank s and o e s s e n i s le, bu ity! p n o u e p m e m h o t in our c WI-5001387916

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he Community Foundation for the Fox Valley Region is celebrating 25 years of helping people give to charitable organizations in ways that are smarter, easier and forever.

Our tagline “Helping Donors Share” has described our mission for 25 years. It says even more about the next 25. It speaks to our role in working with people to pursue their charitable passion – whatever it is.

Your passion becomes our passion.

In an early video that our founders called “The Enduring Gift,” Paul Groth, our first executive director,

Why give

Getting Started

b u i l D q ua l i t y o F l i F e W i t h g r e at g r a n t S

cffoxvalley.org We award grants from charitable funds that donors establish to give back today and for generations to come.

Some want their gifts to address the region’s needs as they change through time. Grants from these unrestricted funds are awarded to nonprofits serving Outagamie, Waupaca, Calumet, Shawano and northern Winnebago counties.

Most donors know the causes they want to support and establish funds that allow them to recommend grants.

$13 million in grants distributed in 2010-11 More than $150 million since 1986

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hrough the generosity of our donors who have created charitable funds within the Community Foundation, we have been able to award more than $150 million in grants during our 25-year history.

The greatest share of that total are grants recommended by the individuals, families, groups or businesses who established the funds.

Grants awarded through competitive grant programs offer a means for charitable organizations to request money for programs, projects, planning or improvements.

We recommend that applicants for these competitive grants:

1.

2.

3.

by contacting VP Community Engagement Cathy Mutschler at (920) 830-1290 x29 or cmutschler@cffoxvalley.org.

8 see more grants at www.cffoxvalley.org/ recentgrants

Interpretive signs for the .6-mile all People’s trail for people of all ages and abilities at Mosquito Hill Nature Center in New London were made possible by a $3,600 grant from our Environmental Stewardship Fund.

Attend workshops we hold periodically and list on our online calendar.

Review the Grants/Nonprofits section of our website.

Submit a grant application, after first reading the grant guidelines.

8 Learn more about our competitive grant programs at www.cffoxvalley.org/grants.

8 Learn more at www.cffoxvalley.org/environment The Fox Valley Technical College Foundation received a Basic Needs Giving Partnership grant of $282,169 over three years for a collaboration involving FVTC and FISC, a financial counseling agency within Goodwill Industries for North Central Wisconsin. The partners developed a Financial Wellness Center on the college campus to provide financial education and resources to help 1,000 displaced workers become self-sufficient.

A growing number want to be partners in giving with us. For them, our staff will arrange site visits, identify grant opportunities matching their charitable interests or offer other guidance.

8 Learn more

The humane Society of Waupaca County made building improvements to enhance the safety of its employees and animals, thanks to a $1,924 Project Grant from our unrestricted funds.

8 Visit www.cffoxvalley.org/basicneeds to learn about the Basic Neds Giving Partnership

Seventh-grade band members at Appleton’s Wilson Middle School are grateful for new instruments that were purchased with a $2,500 grant from the Les and Dar Stumpf Family Fund. The fund’s Keeping the arts in education grant program awarded $21,000 in 2010 to Appleton and Kaukauna schools for art, music and language arts programs suffering from budget cuts. The 2011 grant program added Neenah public and private schools.

8 Go to www.cffoxvalley.org/artsineducation to see grant recipients

2011 at a g l a n C e

Assets under administration:

$206 million*

Grants distributed:

$13 million

Contributions received:

52 new funds

$14 million Funds under administration:

1,145*

*as of June 30, 2011

8

Learn more at: www.cffoxvalley.org/annualreport

learn about community strengths and challenges 2011 Fox Cities liFe Study The Leading Indicators for Excellence (LIFE) Study offers a clear understanding of the overall quality of life in the Fox Cities by taking an in-depth look at 10 key indicators.

This year, LIFE Studies also were conducted separately in Brown County and Southern Winnebago County, and a report compiled to include data from the entire region.

The Fox Cities LIFE Study is sponsored by the Community Foundation for the Fox Valley Region, United Way Fox Cities, Fox Cities Chamber of Commerce and Industry and Fox Cities Economic Development Partnership.

3X9.75”

Congratulations to the Community Foundation Schenck and for the Fox Valley Region onAssociates 25 years of making a difference in our communities!

Strengthening businesses and supporting community organizations throughout Wisconsin. Wish you could do more of what you love about running your business? And less of what you loathe? Simply put Schenck on the job and you can.

From accounting to technology consulting to retirement plan administration—and everything in between—Schenck’s experienced problem solvers take on your challenges, so you can get back to business. To learn more about our full line of solutions and how we can help, visit us online at schencksc.com or call 800-236-2246.

8 www.foxcitieslifestudy.org www.lifestudy.info

3X2.3” Congratulations McCarty Law McCarty Law is proud to be a contributor of its time, treasures and talents to the Community Foundation for the Fox Valley Region. We thank the Community Foundation for the very special

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role it plays in making our area a much better place to live and work. All of us at McCarty Law look forward to the next 25.

WI-5001385878

schencksc.com www.McCar tyLaw.com �������� � ������������

© 2011 Schenck SC

WI-5001387712

Supported formation of

granT & leaDersHip eFForTs 1986

1988

AIDS Fund created to support Fox Valley aiDS Project

1991 Grants assist start-up of Fox Cities Children’s Museum & Fox Valley literacy Coalition

Walter l. rugland donates $5,000 community service prize to establish the Community Foundation

1993

1994

Co-sponsor of regional task Force on homelessness

1995

1998

1999 Co-sponsor of first Celebrating our Volunteers gala. Annual co-sponsor to date.

Helped to fund startup of Volunteer Center of east Central Wisconsin

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his wife continue to support the operations of the Foundation even today.

2001

Supported fund-raising and invested federal money for Fox river locks restoration (continues today)

“They were big proponents of (giving) while you can still see the good that you can do.” - Son Brian Wallace

Doug & Myrt ogilvie established a number of charitable funds to support what is now the History Museum at the Castle.

until his death in 1991.

Through the Walter and Nora Rugland Fund, he and

2000

Clarence & Dolores Wallace Two charitable funds have awarded more than $2 million in assistance to help students attend ACES/Xavier System.

8 Read about 25 Difference Makers from our history at www.cffoxvalley. org/25years.

Paul groth and Chairman Walter l. rugland at the first annual meeting, May 29, 1986.

Fiscal agent for Fox Cities PaCa construction

Co-sponsored first Fox Cities liFe Study (and followups in 2006 & 2011)

Women’s Fund created with 100 founding donors

it all started with one man giving back wenty-five years ago, the Community Foundation for the Fox Valley Region was created by a single act of generosity.

Walter L. Rugland’s gift in 1986 of a $5,000 community leadership prize he had received started it all.

Rugland was the first in a long line of difference makers who have worked through the Community Foundation. He believed that Fox Valley-area residents want a way to give back to their community for the long-term. The answer was a community Foundation.

Walter remained an active supporter of the Foundation

1997

Helped Boys & Girls Club Fox Valley start an after-School Program

“We knew immediately that giving this away was going to be a lot harder than raising the money.”

- Bill Schmidt, Chairman Emeritus, U.S. Venture (formerly U.S. Oil)

“Without the Ogilvies, there would be no History Museum at the Castle.”

- Terry Bergen executive director

u.S. oil Co. inc. established the first fund within the Community Foundation to help people with diabetes, using proceeds from the U.S. Oil Open golf outing.

Facilitated planning for creation of aging and Disability resource Center

2003

2004

Took over local match to preserve Wisconsin arts board grant program

Co-sponsored nonprofit Matching endowment initiative (repeated in 2003)

environmental Stewardship Fund created with 54 founding donors

2006 courtesy of the Post-crescentAPPleton-fox cities, Wis.

2002

Distributed nearly $64,000 in grants from state vitamin price-fixing case to food pantries

hmong refugee resettlement Fund created to help new immigrants from Thai camps

Thank you Community Foundation 3X2.3” for helping donors share and Women’s Fundfor 25 years! our community thrive

women’s fund

2007

open house for giving hearts sparks $1.1 million in contributions

2008 Convened nonprofits and government to help people displaced at april aire mobile home park

basic needs giving Partnership established with U.S. Ventures Co. Inc.

2009

bridge grant Program awards $650,000 to 31 nonprofits suffering from down economy

Conducted second nonprofits and the economy survey as followup to 2008 survey

3X4.8” …on 25 years of success and Estate Group being aReal great partner to the

s on 25 amazing years n o i t a l u t a r g n o C !

3X2.3” Appleton Education Foundation

w w w. t re g f o u n d a t i o n . c o m

Enhancing Educational Excellence Since 1997 WI-5001387918

2011

Completed 3-year, $325,000 youth education in the arts grant program involving Appleton Art Center, Fox Cities Performing Arts Center and Fox Valley Symphony

www.womensfundfvr.org • info@womensfundfvr.org

AEF is proud to be a supporting organization of the Community Foundation for the Fox Valley Region.

2010

congratulations congratulations

for the fox valley region, inc.

WI-5001389794

25 for 25 Charity Challenge awards five $25,000 endowments and 25 grants of $2,500 in online vote

5001387759

800-236-1550

Count the CoMMunity aMong your heirS

“The Community Foundation is something we’ve long admired and know they will do the right thing when there’s nobody watching.”

it’s never too early to plan How do you show appreciation to a community for contributing to your family’s success, growth and happiness? Make the community one of your heirs by planning a gift to the Community Foundation for the Fox Valley Region and joining the Himebaugh Legacy Circle. Join the 161 Legacy Circle members who have designated a gift to the community through their estate plan, a life insurance policy, retirement asset or other gift.

8 See a member list at www.cffoxvalley. org/legacy. Contact VP Gift Planning Kim Petersen at (920) 830-1290 x19 or kpetersen@cffoxvalley.

S

hannon and Jean Kenevan seem too young to show up on a list of people who have arranged for charitable gifts after their deaths.

That misconception, they say, is exactly why they have become members of the Himebaugh Legacy Circle.

“It is never too early to start thinking about the impact your life can make, and what good things you can do now that will live on after you pass,” said Shannon, who is program team leader of the Harmony Cafés in Appleton and Green Bay, a program of Goodwill Industries of North Central Wisconsin.

The Himebaugh Legacy Circle is open to people who have arranged a planned gift to the Community Foundation for the Fox Valley Region.

Jeff Jirschele & Mary Harp-Jirschele, Menasha

“We just want to make a positive difference.”

Karen & Dick Gosse, Appleton Shannon and Jean Kenevan, with daughters Shannon and emmlea.

Foundation when both died in 2004.

The Kenevans have considerably lesser means.

Still, they prepared a will that directs that a gift be made to a permanent endowment fund they

“It is never too early to start thinking about the impact your life can make.” -Shannon Kenevan It is named for Donald and Violet Himebaugh, a retired accountant and retired Spanish teached from Appleton who left a $16 million unrestricted gift to the Community

will establish in the family’s name within the Community Foundation to support four charitable organizations they believe in.

Jean said making their gift known as members of the

Congratulations to the Fox Valley Community Foundation on celebrating 25 years!

3X2.3”

Associated Bank

WI-5001387897

AssociatedBank.com

“We want to help the community to continue to improve for everyone who lives here. You can give money, you can give of your time, or you can help others to do the same.”

Tobi & Mark Johannsen, Appleton

Congratulations to the Community Foundation 3X2.3” for 25 years of helping donors share.

Robert W Baird

To find the Associated Bank nearest you, call our 24/7 Customer Care Center at 800-236-8866 or visit associatedbank.com.

Member FDIC and Associated Banc-Corp (9/11) 9160

Legacy Circle is intended to encourage others like them – young and with moderate income – to think about doing the same.

“I would guess that most people think that having a legacy gift through the Community Foundation is something for only the wealthy folks in our community,” she said.

“It is important for people of all means to realize that there are ways that one can make a big difference with even a little money, especially if you start planning while you are young.”

Savides, Larson, Kemps, Trigg and Lightfield Group Robert W. Baird & Co. rwbaird.com ©2011 Robert W. Baird & Co. Incorporated. Member SIPC. MC-33481 WI-5001387769

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there will come a time in your life when you stop and reflect.

NEVER DOUBT

that a small group of thoughtful, committed citizens can change

how will you be remembered?

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THE WORLD.

Will you leave this world a better place?

What’s your passion?

Watch our new “your life. your legacy.” video at www.cffoxvalley.org/legacy and on youtube. contact us to learn how we can help you shape tomorrow today.

P h oto g r A P h by D Av i D h o r s t

What legacy will you leave?

– Margaret Mead

3X9.75” Community First CU

H A P P Y 25T H A N N I V E R S A RY !

3X4.8” Jewelers Mutual, the nation’s Jeweler’s Mutuallargest insurer of jewelry and jewelry businesses, is proud to support the Community Foundation

Congratulations

Community Foundation on 25 Years of Making a Difference in Our Community!

800-558-6411 � InsureYourJewelry.com (920) 830-7200 • www.communityfirstcu.com WI-5001388539 WI-5001387762

our 2011-12 boarD oF DireCtorS John Bykowski (Chair) President, CEO & Chairman SECURA Insurance Companies Joyce Bytof Chairman & CEO, Coldwell Banker The Real Estate Group

ConneCt With uS Go to our website:

Like us on Facebook :

Call us:

cffoxvalley.org

facebook.com/cffvr

(920) 830-1290

Email us:

Follow us on Twitter:

Visit us:

info@cffoxvalley.org

twitter.com/ cffoxvalley

4455 W. lawrence St. appleton, Wi 54914

o u r S ta F F

Keith Depies Vice President & Shareholder, Roberts, Ritschke & Tyczkowski CPA, Ltd. Yvette Dunlap Retired – Assistant Superintendent/Student Services, Appleton Area School District Jim Eagon Retired – Assistant Dean of Administrative Services, UW-Fox Valley Dr. Natalie Gehringer Pediatrician, Children’s Hospital of Wisconsin-Fox Valley Tim Higgins Principal, ChiRho Services

Paul J. Hoffman President, Hoffman, LLC John J. Hogerty II Executive Vice President & General Counsel, Bergstrom Corporation Steve Hooyman Chief Investment Officer, Baker Tilly Investment Advisors, LLC Michael Lokensgard Attorney/Shareholder, Godfrey & Kahn, SC Derek McDermott Attorney/Partner, Lutz, Burnett, McDermott, Jahn & King, LLP Barb Merry Senior Broker Associate, Coldwell Banker The Real Estate Group Inc. William Raaths Retired – Chairman of the Board, Great Northern Corp

Jack Rhodes Retired–Administrator, Miami University of Ohio Sarah Schmidt Family President/Director , U.S. Venture, Inc. Roland Stephenson CEO, Faith Technologies, Inc. Marie Uhrich Senior Vice President Communications, Thrivent Financial for Lutherans Dave Vander Zanden President and CEO, School Specialty, Inc. Jeff Werner First Vice President - Investment Officer Wells Fargo Advisors Alan Zierler President and CEO, Capital Credit Union

(l to r) Kim Petersen, David horst, Cathy Mutschler, tammy Williams, Jill Muthig, Patti habeck, linda heckel, todd Sutton, Shelly leadley, Pat baer, Kelly randerson, nora langolf, Jennifer young-Waldo, terri towle, betty Van Den broek, Martha hemwall, Curt Detjen, lynn hansen.

Curt Detjen President/CEO Cathy Mutschler Vice President Community Engagement Terri Towle Vice President Finance & Administration Tammy Williams Vice President Marketing & Communications Kim Petersen Vice President Gift Planning

Pat Baer Receptionist/ Administrative Assistant Patti Habeck Community Engagement Officer Lynn Hansen Development & Marketing Coordinator Linda Heckel Executive Assistant Martha Hemwall Community Engagement Officer

David Horst Communications Specialist Nora Langolf Director of Accounting & Information Systems

Kelly Randerson Accountant

3X4.8” Roberts, Ritschke & Tyczkowski

Todd Sutton Community Engagement Officer

Shelly Leadley Community Engagement Officer

Betty Van Den Broek Community Engagement Assistant

Jill Muthig Community Engagement Coordinator

Jennifer Young-Waldo Community Engagement Assistant

Congratulations WI-5001387925

On 25 years of Helping Donors Share

our MiSSion

Grant Thornton congratulates the Community Foundation in their success of assisting donors in the Fox Valley Region for 25 years.

We strengthen our community for current and future generations by helping people make a difference in the lives of others. our ValueS Our service and personal conduct must reflect our core values, the honor of being entrusted with the great generosity of our donors, and the privilege of Helping Donors Share. Our core values provide the basis of how we serve. integrity We adhere to a moral code reflecting transparent honesty and actions that match our stated intentions. reSPeCt We create an environment of mutual respect, trust and dignity, and we will value the time, talents and contributions that strengthen our community.

3X4.8” Grant Thornton

Co l l a b o r at i o n We facilitate cooperative partnerships combining resources toward a sustainable community benefit.

At Grant Thornton, making a difference is at the heart of what we do. As part of an engaged and dynamic global organization, we have a mission to make a difference to our colleagues, our clients, our profession and our communities. Grant Thornton is proud to support others organizations, like the Community Foundation for the Fox Valley Region in making a difference. To learn more about Grant Thornton please contact Mark Johannsen at 920.968.6729.

3X4.8” Fox Communities Credit Union

Grant Thornton refers to Grant Thornton LLP, the U.S. member firm of Grant Thornton International Ltd, an organization of independently owned and managed accounting and consulting firms.

WI-5001387910 WI-5001387944

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