C O M M U N I T Y
MATTERS T H E W I N S T O N - S A L E M F O U N D AT I O N
Community Newsletter | Apr il 2008
Chris Paul’s Winston-Salem Weekend and how James Naismith helped create social capital ALTHOUGH WE LIVE IN THE EPICENTER of college basketball, many of us know very little of the sport’s creator, Dr. James Naismith. Dr. Naismith, a native of Ontario, Canada, was a highly-educated man with degrees in philosophy, religion, physical education, and medicine. What led him to create the game of basketball? As a physical education instructor in Massachusetts, he desperately needed to create an indoor sport (due to the brutal New England winters) for a very energetic group of students. And yes, the original hoops he used were peach baskets. Dr. Naismith was later ordained as a Presbyterian minister, and subsequently earned his doctorate in Divinity. He died in 1939, after having proudly seen basketball become an Olympic sport in the 1936 Berlin games.
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Fast forward 68 years: It’s the weekend of September 14-16, 2007, and the city of Winston-Salem, NC, is alive with the sight of NBA stars and other celebrities on hand for the 2nd Annual “Chris Paul’s Winston-Salem Weekend.” The weekend tips off with a dedication ceremony of a Habitat for Humanity house sponsored by the CP3 Foundation. Following the ceremony, a community-wide Day of Service gets underway, which consists of four community service projects being held concurrently throughout Forsyth County. Outside of Wake Forest’s BB&T Field, youth and adults are distributing boxes of food and interacting with appreciative families through the Feed the Children organization. Students from several local high schools and other adult
volunteers from all parts of town have gathered together to remove trash and graffiti as part of a “Keep Winston-Salem Beautiful” community cleanup. At the Lewisville library, youth are assisting teachers with a youth literacy program. And across town at a very muddy Habitat for Humanity construction site, volunteers are working through the persistent rain to help build a Habitat for Humanity house. Paul, his parents, Robin and Charles, his brother, CJ, and several of his teammates from the New Orleans Hornets caravan from project to project to lend a hand at each stop and interact with all the volunteers. It is truly a city-wide effort to benefit the entire Winston-Salem community. At Saturday’s Wake Forest homecoming football game, Chris receives a standing ovation from the capacity crowd as he presents a $110,000 check from the CP3 Foundation to the University to endow a scholarship fund in honor of his grandfather, Nathaniel Jones. The weekend continues with a 2K Sports Gala, My Edgar Youth Basketball Clinic, and the signature event of the weekend, the Celebrity Bowling Tournament presented by the Jordan Brand. The weekend wraps up with a nondenominational community church service on Sunday and a CONTINUES ON PAGE 8
MARK YOUR CALENDARS! PLANS ARE UNDERWAY FOR CHRIS PAUL’S 3RD ANNUAL WINSTON-SALEM WEEKEND: SEPTEMBER 18-21, 2008
FOUNDATION NEWS
SAVE THE DATE! 2008 COMMUNITY LUNCHEON Mark your calendar for May 7 at noon for the 2008 Community Luncheon. Our speaker will be the dynamic Karen Johnson, director of the Charles M. Schulz Museum in Santa Rosa, CA. Karen served for many years as executive director of the Volunteer Center of Sonoma County, the second largest volunteer center in the nation. She will share her insights as she celebrates, motivates, and inspires volunteerism. Please join us and bring friends, family, and co-workers with you. Registration information available at www.wsfoundation.org. COMMITTEE NEWS The Foundation welcomes Janet P. Wheeler to The Winston-Salem Foundation Committee. Janet is a retired vice president of R.J. Reynolds and has a long history of community involvement. She currently serves on the Wachovia Bank and Kate B. Reynolds Poor and Needy Division advisory boards, Senior Services Foundation Board, Network 2000 Charities Board, and St. Augustine’s College Board of Trustees. Previous board service includes nonprofits such as Old Salem and the YWCA. The Foundation expresses its gratitude to Jim Lambie who is retiring from the Committee. Jim has provided leadership and insight in many capacities on behalf of the Foundation—we are deeply grateful for his service. Paul Wiles will serve as chairman of the Committee for 2008. Other officers elected to serve in Committee leadership positions in the coming year are Harold Martin, vice chair; John Burress, treasurer; and Greg Cox, secretary. COMMUNITY FUND APPEAL A total of $122,870 was contributed in the 2007 Community Fund appeal—an increase of more than 20% over 2006. Many thanks to all donors to the Fund—these donations will increase Unrestricted Funds available for community grantmaking.
NATIONAL RANKINGS The Columbus Foundation Survey of Community Foundations was released in October 2007. The survey gathered information from over 700 U.S.-based community foundations. For the 2006 calendar year, The Winston-Salem Foundation ranked: ~ #33 in grants paid ~ #36 in gifts received ~ #39 in total assets We appreciate all who have made these rankings possible. They reflect so positively on the generosity of our community.
WINSTON-SALEM CAMPAIGN COORDINATING COMMITTEE THE WINSTON-SALEM CAMPAIGN COORDINATING COMMITTEE EXISTS TO COORDINATE THE SCHEDULING OF CAPITAL CAMPAIGNS OF $500,000 OR MORE CONDUCTED BY FORSYTH COUNTY ORGANIZATIONS. THIS CALENDAR CAN ALSO BE ACCESSED ON THE FOUNDATION’S WEB SITE AT WSFOUNDATION.ORG UNDER PUBLICATIONS AND RESOURCES/RELEVANT LINKS.
2007
(CAMPAIGNS STILL UNDERWAY)
THE SALVATION ARMY
JAN
$5.7 MILLION
SAWTOOTH SCHOOL/THE ARTS COUNCIL
APR
$6 MILLION
RONALD MCDONALD HOUSE OF W-S
SEPT
$2.5 MILLION
2008 TWIN CITY YOUTH SOCCER ASSOCIATION JAN
$2.6 MILLION
HOSPITAL HOSPITALITY HOUSE
APR
$6 MILLION
TRIAD ACADEMY
SEPT
$2 MILLION
YMCA
JAN
$6 MILLION
HOSPICE & PALLIATIVE CARE CENTER
APR
$3-4 MILLION
THE CHILDREN’S HOME
SEPT
$3 MILLION
EXPERIMENT IN SELF-RELIANCE
JAN
$1.5 MILLION
SENIOR SERVICES, INC.
SEPT
$8 MILLION
2009
2010
Legacy Dinner Celebrates Philanthropy at YWCA Gateway THE FOUNDATION HOSTED its annual Legacy Society dinner in November in a vibrant new location—the YWCA at the BELOW: PHIL HANES, Gateway. DEBBIE AND ROBERT CLARK Over 250 Legacy members were treated AND MARSHALL BASS to “behind-the-scenes” views of the new Gateway YWCA, including tours of the pool, fitness, and workout areas. Guests were able to see the complex in action, as the facility was open to members at the ABOVE: ALICE HINMAN time. The Foundation has a long-standing AND FLORENCE CORPENING relationship with the YWCA, including a 2004 grant to the capital campaign for the YWCA Gateway facility. Later in the evening, attendees heard director and executive chef of the Triad Community Kitchen from four outstanding speakers who very clearly communiof the Second Harvest Food Bank, described the ten-week cated the impact that Foundation grants have had in the culinary training program for the unemployed and undercommunity. employed. Will Hughes, now a Community Kitchen graduate, Florence Corpening, YWCA President/CEO, spoke of the then shared his gratitude for the life-changing program. (more Foundation’s support of the YWCA in its mission to build on Will Hughes below) A 2005 Foundation grant helped to stronger families in our community. Linwaun Fulton, a 2006 start the program. student aid recipient, then told the group how Foundation Many thanks to all of our Legacy Society members— scholarships helped him pursue higher education at UNCyour support is transforming lives in our community. Chapel Hill. For more information on the Legacy Society, contact Annette The evening was capped off with the Triad Community Lynch at (336)725-2382 or by email alynch@wsfoundation.org. Kitchen team of Chef Jeff Bacon and Will Hughes. Bacon,
WILL HUGHES: A NEW BEGINNING FOUNDATION DONORS AT THE
RANT IN WINSTON-SALEM,
GUILFORD COMMUNITY
NOVEMBER LEGACY SOCIETY
WHERE HE HAD INTERNED
COLLEGE. BAKING IS HIS
DINNER WILL NO DOUBT
DURING HIS TRAINING.
TRUE LOVE, AND HE SOME-
REMEMBER THE INSPIRING
ACCORDING TO WILL, “THE
DAY HOPES TO OPEN HIS
STORY OF WILL HUGHES.
KITCHEN GAVE ME A SECOND
OWN SHOP—“TASTY
WILL ATTENDED THE TRIAD
CHANCE—AN OPPORTUNITY
PASTRIES.” IN THE MEAN-
COMMUNITY KITCHEN THIS
TO MAKE A LIVING DOING
TIME, WITH HIS SELF-
FALL AND GRADUATED ON
SOMETHING I LOVE TO DO.”
ESTEEM AND PERSONAL
DECEMBER 17TH. THE
HE WOULD LIKE TO CONTIN-
CONTENTMENT AT AN ALL-
FOLLOWING DAY HE BEGAN
UE HIS CULINARY TRAINING
TIME HIGH, WILL HUGHES
WORK AS A LINE COOK AT
SOMEDAY—POSSIBLY BY
IS READY TO COOK!
THE COTTON MILL RESTAU-
TAKING NIGHT COURSES AT
WILL HUGHES
C O M M U N I T Y M AT T E R S [ 2 – 3 ]
WHAT IS A CRT? DEMYSTIFYING THE CHARITABLE REMAINDER TRUST THERE’S AN OLD SAYING: “There’s more than one way to skin a cat.” Well, as antiquated and irrelevant as that phrase may seem to us today, it does speak volumes about a professional approach to estate planning. In working with clients every day, I must keep in mind the diversity of their goals and motivations. If a client has a need or desire for increased income from his or her assets, a charitable remainder trust (CRT) may be an excellent option. After a brief explanation of a CRT, the client’s reaction is usually, “That’s too good to be true.” This “charitable question” has become a thought-provoking way to introduce the notion of a charitable gift with the donor reserving a lifetime income. Individuals who have assets and no living heirs or those who have assets with limited liquidity are often interested in a way to establish a trust that can provide income distributions during their lifetime while also providing a charitable deduction. If a client is charitably-inclined, then a charitable remainder trust satisfies this goal in providing a remainder interest to a charity or charities of the donor’s choice. In some instances, you can even leave a life income stream to a relative and still satisfy the charitable goal. Charitable remainder trusts are satisfying vehicles for those wishing to: > transfer assets > receive a partial income tax deduction > have assets sold by the trustee and reinvested in a diversified portfolio > minimize the capital gain on appreciated assets such as stock and real estate
> receive quarterly income distributions > create a legacy gift with the balance of the trust transferred at death Several of my clients have chosen to work with The Winston-Salem Foundation in structuring these trusts by designating the remainder for an endowment at the Foundation that endures to support a variety of charitable interests in perpetuity. One client transferred title to family property, thus allowing the Foundation to sell the property within the trust while creating an income distribution for the client. Another used cash received as inheritance as the basis for a life income trust. In both instances, the goals and charitable interests differed while the vehicle for achieving them was the same. The Charitable Remainder Trust is a tool you should consider and discuss with your attorney or other professional advisor—it may be the perfect vehicle to help achieve your charitable and financial planning goals. WESLEY BAILEY IS SENIOR PARTNER AT BAILEY & THOMAS, PA, IN WINSTON-SALEM. HE IS A FORMER MEMBER OF THE NORTH CAROLINA HOUSE OF REPRESENTATIVES; MEMBER OF THE ESTATE PLANNING SECTION OF THE AMERICAN BAR ASSOCIATION; AND MEMBER OF THE WINSTON-SALEM ESTATE PLANNING COUNCIL.
MORE ON CRTs WITH ALMOST $300 MILLION IN ASSETS, THE WINSTON-SALEM FOUNDATION IS ABLE TO NEGOTIATE EFFECTIVELY WITH FINANCIAL INSTITUTIONS IN THE INVESTMENT OF THE FUNDS WE HOLD, ESPECIALLY IN THE AREAS OF ACCOUNTABILITY AND FEES. BY ESTABLISHING A CRT AND NAMING THE FOUNDATION AS A CHARITABLE BENEFICIARY, THE DONOR HAS THE FLEXIBILITY OF SUPPORTING MULTIPLE CHARITABLE PURPOSES THAT MAY BE CHANGED OVER TIME. ALTHOUGH IT DOES REQUIRE THE EXPENSE OF AN ATTORNEY TO PREPARE, A CHARITABLE TRUST THAT NAMES THE FOUNDATION AS TRUSTEE PAYS ITS OWN INVESTMENT MANAGEMENT AND TAX PREPARATION EXPENSES WITH NO ADDITIONAL TRUSTEE FEE. FOR MORE INFORMATION, CONTACT ANNETTE LYNCH AT 725-2382 OR ALYNCH@WSFOUNDATION.ORG.
Honoring and Nurturing a Musical Tradition When Mr. Kimel officially retired from his church position AS CHOIR DIRECTOR, DOUG KIMEL seldom took “no” in 2007, the Calvary Moravian Church community searched for an answer in his recruitment strategies. As a matter of fact, for an appropriate way to honor the man who had contributed as Beverly Rudolph Shaw warmly recounts, his persistence so much to their own church and to finally convinced her to join his choir at Calvary continuing the musical tradition of the Moravian Church where she had spent time as a Moravian church. Beverly Shaw had child. helped set up a scholarship fund in “He would tell me all the time, ‘Beverly, I’ve memory of a schoolmate, which gave got a robe just your size whenever you’re ready.” her an idea—a music scholarship! She chuckles, “I always told him—Mr. Kimel, Word spread quickly (and secretly) those robes are one-size fits all!” Mrs. Shaw among church members, friends and eventually did succumb to his persuasive ways, family, and the Douglas Gray Kimel and she has continued to enjoy a place in the Scholarship fund was born—the first Calvary choir— even after his retirement as music scholarship ever established at choir director last year. DOUG KIMEL The Winston-Salem Foundation. The When he retired, Doug Kimel had served Douglas Gray Kimel Scholarship will a total of 28 years as Director of Music at be awarded annually to a freshman pursuing a degree in music Calvary Moravian Church in downtown Winston-Salem. from one of four local institutions: NC School of the Arts, According to Calvary’s Pastor Lane Sapp, “He has a way Salem College, Wake Forest University, or Winston-Salem of instilling so much loyalty in his relationships—and his State University. love of Moravian music is contagious.” Mr. Kimel is now enjoying more time with his wife Lucille, In addition to his extensive service at Calvary Moravian, although never slowing down for too long—he works at Salem Mr. Kimel served as a music director in many Moravian Churches throughout the area—a combined 62 years of service Funeral Home on a part-time basis. His thoughts on being honored through the scholarship fund? “I’m thrilled by the in the Southern Province of the Moravian Church. Mr. Kimel was a very busy man indeed—a number of years ago he retired fund and hope that it will grow and help young people go from his full-time job at Norman Stockton, Inc., after 57 years into church music—especially Moravian music!” Mr. Kimel is a very modest man who is immodest in his of service. love for his Moravian music. His love of music originated in childhood—he started For more information on the Douglas Gray Kimel Scholarship: singing in grammar school and sang his first solo at Trinity www.wsfoundation.org/students. Moravian Church in Winston-Salem. As a boy, he also played the French horn and took voice lessons at Salem School of Music.
“He has a way of instilling so much loyalty in his relationships—and his love of Moravian music is contagious.”
C O M M U N I T Y M AT T E R S [ 4 – 5 ]
Communicating the Magic of Other Cultures THE MUSEUM OF ANTHROPOLOGY of Wake Forest University (MOA) is the only museum in North Carolina that focuses on archaeology as well as the study of cultures of traditional peoples throughout the world. Museum artifacts have been donated by individual collectors, including Wake Forest alumni, and over 20,000 artifacts have been donated by the Wachovia Historical Society— Moravian missionaries were prolific collectors in their world travels. In recent years, Museum attendance by local primary schools had dropped due to new testing standards, higher driver and fuel costs, and a lack of awareness— all contributing to fewer student field trips to MOA. More schools were choosing in-school outreach programs as an alternative to off-site travel. (MOA has one museum educator on staff who travels to schools to provide outreach.) Dr. Stephen Whittington, the Museum’s director, thought that both on-site and in-school program offerings would be best promoted by creating a new booklet targeted toward teachers. In 2007, The Winston-Salem
Foundation provided a grant to produce an Education Programs Guide. The booklet is organized into five focus areas—Archaeology, The Americas, Africa, Asia and Australia—and is then broken out by grade level, including curriculum objectives to help teachers link Museum programs to their standard course of study. For the first time, high school programming is also listed. The Guide was mailed to public and private, primary and secondary school teachers throughout Forsyth County. The results? MOA has experienced not only increased in-school outreach programming, but on-site museum attendance has increased in both numbers of schools and total students visiting. An unexpected benefit has also been that more high school students are visiting MOA—the Museum’s staff had believed that they would be presenting all high school programs as outreach. With a smile on his face, Dr. Whittington says, “This has allowed many more children in local schools to learn about and appreciate human diversity. Our hope is that children will carry the word so that their families will visit.”
MORE ABOUT MOA: BRINGING CULTURES TOGETHER
MOA IS CURRENTLY IN
AL PERFORMING ARTS,
EXHIBITS. DR. WHITTINGTON SUMS IT UP
THE PLANNING STAGES
FILMS, AND LECTURES.
BEST WHEN HE SAYS, “WE WANT TO BE A
OF A 2009 EXHIBIT ON
MOA’S WORK IS BUILD-
KOREAN CULTURE. STAFF
ING SOCIAL CAPITAL IN OUR
AND VOLUNTEERS ARE
COMMUNITY—CHILDREN
WORKING CLOSELY WITH THE LOCAL
AND ADULTS ARE LEARNING MORE ABOUT
KOREAN COMMUNITY TO PLAN THE
OTHER CULTURES, PAST AND PRESENT.
EXHIBIT. PLANS ARE UNDERWAY FOR
THEY ARE WORKING WITH OTHER CUL-
SPECIAL EVENTS INCLUDING TRADITION-
TURAL GROUPS TO PLAN EVENTS AND
CENTER WHERE PEOPLE LEARN FROM AND WITH EACH OTHER.”
message from the president INTEGRITY IN LEADERSHIP THE NEW YEAR BROUGHT a fresh wave of energy to the Foundation —we are poised for growth and excited about working with you to make our community a better place. 2008 also brings new leadership to The Winston-Salem Foundation Committee. We warmly welcome Janet Wheeler to the group. She is no stranger to the Foundation, having served on the Black Philanthropy Initiative and the Asset Development Committee. Janet brings extensive experience in nonprofit board leadership, and we look forward to her insight. We also express our deep gratitude to Jim Lambie, who has served for eight years on the Committee, the last two as Chairman. Jim is truly a champion of the Foundation, and we look forward to continuing to work with him in his “retire-
ment” from us. We also look forward to Paul Wiles’ leadership as Chairman for 2008. As noted in our 2007 Report to the Community, integrity is a cornerstone of our Foundation. Nonprofits as a whole will continue to be challenged to develop strong boards of directors —individuals who can provide the highest level of strategic and fiduciary guidance as possible. One of the Foundation’s greatest assets continues to be the talented volunteer leadership on our Committee. As a governing body they contribute community and business experience, not to mention the governance that they provide in the oversight of all of our operations—from serving donors to making community grants. We move forward with a dedicated board and a talented staff—ready to help you make a difference in 2008. — SCOTT WIERMAN, PRESIDENT
THE WOMEN’S FUND OF WINSTON-SALEM AWARDS FIRST GRANTS THE FIRST CYCLE OF competitive grant awards were announced at The Women’s Fund of Winston-Salem’s second annual luncheon on October 2. Over 400 women were in attendance to hear the news that The Women’s Fund was awarding seven grants totaling $144,022 to help improve the lives of women and girls in Forsyth County. > ABC of NC Child Development Center: $21,008 to launch a new program for single mothers of autistic children. > Cancer Services, Inc.: $20,000 to support a medication assistance program for Forsyth County women with cancer. > Community Care Center of Forsyth County, Inc.: $20,000 to support the Mammography Program for lowincome, uninsured women. > Family Services, Inc.: $25,000 to implement a new Strengthening Families Program for Parents and Youth ages 10-14. > Forsyth Jail and Prison Ministries: $10,000 to support Families-in-Touch, a new program to improve relationships of female inmates and female family members of inmates. > Winston-Salem/Forsyth County Schools: $18,014 to fund a bilingual community outreach worker to encourage Latina teen mothers to stay in school.
> YWCA of Winston-Salem/Forsyth County: $30,000 to conduct planning for the Women$Finances program, a selfsufficiency program that seeks to move women out of poverty through entrepreneurship. To learn more, visit www.wsfoundation.org/womensfund.
WOMEN’S FUND GRANTEES (L TO R): INGRID HACKETT (FORSYTH JAIL AND PRISON MINISTRIES), FLORENCE CORPENING (YWCA), TARA O’BRIEN (CANCER SERVICES), SELENE JOHNSON (ABC OF NC), JIM ROBINSON (COMMUNITY CARE CENTER), REBECCA NAGAISHI (FAMILY SERVICES), AND FAITH LOCKWOOD (WS/FC SCHOOLS).
C O M M U N I T Y M AT T E R S [ 6 – 7 ]
Non-Profit Org. U.S. Postage PAID Winston-Salem, NC Permit No. 406 860 West Fifth Street Winston-Salem, NC 27101-2506 Telephone 336-725-2382 Toll Free 866-227-1209 Fax 336-727-0581 www.wsfoundation.org
CHRIS PAUL’S WINSTON-SALEM WEEKEND, CONTINUED FROM COVER
subsequent church social sponsored by Mountain Fried Chicken.
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Which brings us back to Dr. Naismith: It’s hard to imagine that he could ever have foreseen the impact that his “basket ball” has made in the sports world of today. But it isn’t hard to imagine how pleased he would be, given his interest in physical education, religion, medicine, and philosophy, to see an NBA basketball star lead a community (and inspire other players in his sport) to build social capital—people working together to make the community a better place for all. BENEFICIARIES OF THE WEEKEND AND THE CP3 FOUNDATION The primary beneficiary of the 2nd Annual “Chris Paul’s Winston-Salem Weekend” was Habitat for Humanity of Forsyth County. Other proceeds were directed to the CP3 Foundation, a donor advised fund established in 2005 in partnership with The Winston-Salem Foundation. In addition to
the grant for the Nathaniel Jones scholarship, the CP3 Foundation has made ten grants, generally supporting causes related to lowincome youth and youth basketball. MORE ABOUT CHRIS PAUL Raised in Lewisville, NC, Chris was a stand-out high school basketball player at West Forsyth High School. Paul chose to stay close to home and attend Wake Forest University where he would go on to become a two-time All-American. In the 2005 NBA Draft, Chris was the 4th overall selection by the New Orleans Hornets and would eventually garner the 2005-06 NBA Rookie of the Year honor. Chris is one of the NBA’s rising stars and was named as a 2008 NBA All-Star in just his third season in the league. Chris is also an active member of the New Orleans community and recently worked with other NBA players on a Habitat for Humanity house build during the NBA All-Star Weekend. For more information on Chris Paul, CP3 Foundation, and “Chris Paul’s Winston-Salem Weekend” visit chrispaul3.com.