community foundation of the ozarks and springfield-greene county friends of the library building...

Community Foundation of the Community Foundation of the OzarksOzarks

and Springfield-Greene County and Springfield-Greene County Friends of the LibraryFriends of the Library

Building Assets for LibrariesBuilding Assets for Libraries

Presented By:Presented By:

► Bob NulphBob Nulph Springfield-Greene Springfield-Greene

County Friends of County Friends of the Librarythe Library

► Julie LeethJulie Leeth Community Community

Foundation of the Foundation of the OzarksOzarks

Friends of the LibraryFriends of the Library

History of the Organization’s FoundingHistory of the Organization’s Founding PurposePurpose BylawsBylaws Grant Fund Policy and ProceduresGrant Fund Policy and Procedures

Friends of the Library Friends of the Library MembershipMembership1979-80 1979-80 202019841984 191919851985 18118119891989 24824820042004 63963920092009 11651165

Friends of the Library Friends of the Library Fundraising CampaignsFundraising Campaigns

Early attemptsEarly attempts Book salesBook sales

►mini salesmini sales►semi-annual salessemi-annual sales►‘‘friends night’ preview salesfriends night’ preview sales

Friends of the Library SalesFriends of the Library Sales 1985--$2,5161985--$2,516 1990--$24,5641990--$24,564 1995--$33,1001995--$33,100 2000--$46,0362000--$46,036 2005--$106,2142005--$106,214 2008--$184,7962008--$184,796

Contributing Factors to FOL Contributing Factors to FOL SuccessSuccess

►A strong board of directorsA strong board of directors►Formal board positionsFormal board positions►Strict budgeting and spending guidelinesStrict budgeting and spending guidelines►Strong relationship between FOL and Strong relationship between FOL and

librarylibrary►Core group of dedicated membersCore group of dedicated members►Grant Fund PolicyGrant Fund Policy►Considerable Publicity Considerable Publicity

Planned GivingPlanned Giving

Historical transfer of wealthHistorical transfer of wealth Current economic conditions (security)Current economic conditions (security) Tax advantagesTax advantages Planned Gift Commitments make sense in Planned Gift Commitments make sense in

a challenging economya challenging economy

How CFO Will Help with Planned How CFO Will Help with Planned Giving EffortsGiving Efforts

► Provide materials Provide materials White paper, PowerPoint, press releases, etcWhite paper, PowerPoint, press releases, etc

►Host educational eventsHost educational events►Direct mail (Legacy Society forms)Direct mail (Legacy Society forms)

Mass mailing to affiliate board members Jan 09Mass mailing to affiliate board members Jan 09 Agency partner mailing upon requestAgency partner mailing upon request Promote in our annual reportPromote in our annual report

►Web featuresWeb features► Celebrate planned giving news and milestonesCelebrate planned giving news and milestones►West Plains Planned Giving Event: February West Plains Planned Giving Event: February

27th27th

A Review of CFO’s RoleA Review of CFO’s Role

►Fund managementFund management

►Administrative SupportAdministrative Support

►Complimentary ProgrammingComplimentary Programming

  Funds that can be Funds that can be Established at CFOEstablished at CFO

► Endowment FundsEndowment Funds

► Capacity Building FundsCapacity Building Funds

Please contact Julie Leeth for more Please contact Julie Leeth for more information (information (jleeth@cfozarks.org)

Questions and AnswersQuestions and Answers

Thank you!Thank you!

This presentation will be This presentation will be archived at:archived at:

http://www.cfozarks.org/essential-http://www.cfozarks.org/essential-questions-series/questions-series/