august 27, 2015 board orientation. welcome and introductions welcome self introductions a few...
TRANSCRIPT
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August 27, 2015
Board Orientation
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Welcome and introductions
Welcome Self introductions
• A few minutes about you, family, interests, and your role(s) outside of CCF
• Previous board members, please add your role(s) at CCF
Any past connection to CCF or foundations
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Introduce Staff
Soula Bantsolas, Donor Relations Susan Barnes, Scholarships/WGC/BOD Mary Anne Brooks, CFO Darryl Childers, Community Relations Robin DePew*, Office Manager Mary Holmes, Executive Director Marie Milton, Finance Services Kimmi Nettles*, Program Assistant *Part time
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Agenda
Welcome and introductions Review agenda What is a community foundation? Development of the field Who is involved (board, alumni, staff,
partners)
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Agenda
Overview of CCF •History•Milestones•Mission statement•Priority impact areas• 2020 development plan•Key programs
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Agenda
Responsibilities (board duties, CCF roles, committee structure, charters & timelines)
Legal framework (articles, bylaws, NCCNP checklist, D&O insurance, selected policies)
Stewardship and controls
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Agenda
Growing the foundation Board operations (meeting notices,
meeting schedule and format, governance calendar, key dates)
Maximizing the experience Q&A
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Board Manual
Available online
via board section
of website
cumberlandcf.org
Bottom right corner
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What is a community foundation?
We raise moneyWe keep track of itWe invest itWe make grants according to
donor intent to make life better here for everyone
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What is a community foundation?
Definition from the National Standards for US Community Foundations: A community foundation is a tax-exempt, nonprofit,
autonomous, nonsectarian philanthropic institution supported by the public with the long-term goals of:
Building permanent, component funds established by many separate donors to carry out their charitable interests;
Supporting the broad-based charitable interests and benefitting the residents of a defined geographic area, typically no larger than a state; and
Serving in leadership roles on important community issues.
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What is a community foundation?
Characteristics• Charitable organization 501(c)(3)• Public foundation (not private) 509(a)1 and
170(b)(1)(a)(6)• Serves defined geographic area• Variance power to modify terms if charitable
purpose becomes obsolete or inconsistent with the needs of community
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What is a community foundation?
Grantmaker / source of fundsA community savings accountA resource gatherer for our
communityA service for giversEndowment manager
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What is a community foundation?
Technical support for nonprofits Trainer Sustainability coach / nonprofit
endowment builder Knowledge broker Neutral community convener Change agent
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What is a community foundation?
From the donor’s perspective - video CCF donor stories (website and
YouTube)• Terri Thomas – every gift matters• Elaine Bryant Hayes – supporting the arts
forever• Scott McFadyen – involving his family in
giving
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What is a community foundation?
View videos
from donor tab
on website
or YouTube
channel from the
Home page.
Share with a friend!
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Advice for new board members
Reflections by board members• Why I am involved with Cumberland
Community Foundation• What a new board member needs to know
How to make a difference• Prepare and engage• Be an ambassador• Talk about CCF
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Development of the field
In the beginning - Video First community foundation – 1914 The
Cleveland Foundation First in North Carolina – 1919
The Winston-Salem Foundation More than 700 in the country Building philanthropy in geographic area,
most often through endowments
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Who is involved at CCF?
Current board (contact list and board terms on website)
Board alumni (handout) Staff (bios on website) Stakeholders – volunteers, donors,
grantees, nonprofit organizations, citizens, interest groups, change agents, community leaders, vendors …
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Overview of CCF - History
Founded in 1980 by Dr. Lucile Hutaff One of 700 community foundations in the
country 450+ named funds set up by donors All funds together > $72 million (6/30/15) Grants paid annually ~$3.5 million $41 million paid to charity since 1980
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Overview of CCF - Milestones
1980 – 1988: Started grantmaking; limited development outreach • 1984 granted $250,000 for site of main library downtown
1988: Board attended COF Fall Conference for Community Foundations • Catalyst for growth
1990: Hired first professional staff• Established endowment building program with
emphasis on unrestricted assets • Opened grantmaking process to community
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Overview of CCF - Milestones
1990 – 1996: “Family Fund” campaign for unrestricted endowments• Unique characteristic of CCF
1997 - 2005: Emphasis on asset development and operational standards
October 2005: Two goals – improve grantmaking and grow grantmaking budget• Shift in grantmaking for impact (funder versus
investor)• Quiet campaign to build $6 million in new
Community Funds
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Overview of CCF - Milestones February 2006: 25th anniversary event,
announced goal, continued fundraising and raised $9 million by end of 2010
2007: Launched outreach to new groups of volunteers and donors through giving circle initiative• EE Smith Academic Excellence Giving Circle• Women’s Giving Circle of Fayetteville
2008 - 2010: Economic downturn• Continued learning and improving grantmaking• Severe cuts in operating budget and sharp
reduction in grant budgets
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Overview of CCF - Milestones
2010 – 2011 our board considered:• What are the greatest needs in the
community?• What is our unique role?
Building endowment and improving the community through our grantmaking
2020 Development Plan: reach $100 million in assets by 2020
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Overview of CCF - Milestones
Fall 2011 received $10 million bequest from Robert H. Short as addition to Community Scholarship Endowment
“Game changer” for local colleges $530,000 for academic year 2015/16
(Year 3 of 5) Selections done by the colleges
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Overview of CCF - Milestones
2012 / 2013: Nonprofit Endowment Workshop Series
2014: Adopted new mission statement 2014 – 2015: Launched 2020
ambassadors program Spring 2015: Grantmaking retreat
developed six priority impact areas
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Plans for 2015 - 2016
Development - Just do it• We know what works • Time to implement
Reaching out• Grantmaking - Reach out beyond Fayetteville
into municipalities• Development – Reconnecting with old friends
and finding new friends
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Mission Statement
Giving together to enhance the quality and spirit of community life.Adopted 2014Background
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Values - Stewardship
Stewardship of resources• By foundation - efficiency, oversight, audit,
standards, accountability, transparency, adherence to donor intent
• By grantees – return on investment; adherence to donor intent
Stewardship includes:• Legal compliance• Integrity • Efficiency
• Sustainability
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Values – Impact and inclusion
Community transformation through endowment building – “Wealth changer”
“Community” – Inclusion of our diverse community of people, organizations, issues, and geography
Giving at all levels by everyone• 80% of gifts received since 1980 under $250• Giving time, talent, and treasure
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Six Priority Impact Areas:2016-2020
Growing sustainable support for local nonprofit organizations
Growing philanthropy and local giving Increasing college access and
affordability Improving education outcomes Improving quality of life for all Strengthening local nonprofit
organizations
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Six Priority Impact Areas:2016-2020
Review in detail on website to understand the programs we will discuss throughout the year
www.cumberlandcf.org• Click on Grants across the top
• Click on Community Grant Impact Areas
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2020 Development Plan
Adopted in May 2011 Focused on endowment building and sustainability
• Growth in all fund types• Emphasis on designated endowments• Sustainable growth / emphasis on designated
endowments supports business model “2020 Ambassadors” are volunteers who sign up to
help a specific nonprofit organization ask for endowment and planned gifts
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Key Programs Community Grants (CCF receives
applications) Nonprofit sustainability (part of 2020
Development Plan)• Lilly Endowment Challenge (matching program)
• Endowment partner operating grants
• Endowment building training
• Planned giving training Summertime Kids Grants
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Key Programs Education grants Scholarship awards Women’s Giving Circle Special project fundraising
• One Million Pounds for Second Harvest (Feb/Mar) Nonprofit training Mary Lynn McCree Bryan Nonprofit
Leadership Award
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Example Community Grants – Start up funding
Airborne & Special Ops Museum Ashton Woods Transitional Housing Cape Fear Botanical Garden The CARE Clinic Cape Fear Regional Theatre Youth
Studio
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Example Community Grants – Start up funding
FSO Youth Orchestra NC Civil War History Center CommuniCare/ Juvenile Assessment
Center Fayetteville State University Endowment Child Advocacy Center CEED (The Women’s Center)
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Example Community Grants Capital funding for major arts /
recreational / educational projects:• Museum of the Cape Fear • Cape Fear Botanical Garden • Purchase of downtown site for Main Library
“Re-start” for: • Coordinating Council on Older Adults • Better Health of Cumberland County• Fayetteville Animal Protection Society • Fayetteville Symphony Orchestra• Vision Resource Center
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Community Grants - Recent
Information on recent grants and grants in progress are always available on the website on the GRANTS tab
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Responsibilities of the board
Handouts for review - Ten Basic Responsibilities of Nonprofit
Boards (BoardSource 2015) Statement of Board Roles & Responsibilities
(CCF 1999) Memorandum by Dianne Chipps Bailey,
Robinson Bradshaw & Hinson (2008) 2014 Legal Compliance Checklist - NC
Center for Nonprofits
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Responsibilities - Committee structure
Executive committee Finance & stewardship committee Investment committee Audit committee (new) Governance committee Community impact committee Ad hoc teams and grant teams (ex
Scholarship)
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Responsibilities - Committee structure
Each committee has a volunteer chair Most have an assigned staff member Chair and staff work together to
develop agenda for each meeting• According to committee charter and timeline• According to board delegated duties• Coordinated with other work of CCF
Staff takes minutes for review by chair before sending out
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Responsibilities - Committee structure
Example grant teams include: Scholarship selection Education grants Robert H Short Scholars Women’s Giving Circle
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Responsibilities - Committee structure
Example ad hoc project teams: Mission statement project Summertime Kids program evaluation Buildings and technology project 35th anniversary planning
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Responsibilities – National Standards
National Standards for US Community Foundation
Accreditation represents operational effectiveness to foster excellence in community philanthropy
Good for five years CCF up for reaccreditation in 2016
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Responsibilities – National Standards
National Standards website provides support
www.cfstandards.org Sample policies – Click here List of standards on CCF board
webpage 2015/2016 process for CCF
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Responsibilities - Staff
Professional staff (bios on website) Staff operates the foundation, implements
goals of the board, supports committees All report to executive director Executive director reports to board Board president leads the board Board president and executive director
partnership
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Legal framework
Articles of incorporation/addendum, bylaws Legal Compliance Checklist - NC Center for
Nonprofits Directors & Officers Liability Insurance Policies of the board (conflict of interest,
confidentiality, media policy, whistleblower, document destruction, employee handbook…)
CCF Real Estate Foundation (T1 supporting organization)
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Stewardship and controls
Trust is the big word says past president and long time board member, Dr. Loleta Wood Foster
Stewardship emphasized at every meeting Board approved financial reporting system Systems in place include:
• National Standards for US Community Foundations• Financial audit by Haigh, Byrd, & Lambert• Oversight by treasurer, audit and finance committees• Budget vs actual reporting, extensive internal controls
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Stewardship and controls
Cash budgets: building budget, operating budget, grants budget
Developed with board and staff input Line by line walk through of budget before
adoption November meeting includes a detailed
review of internal controls and management letter
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Community foundation fundraising Endowments – self sustaining and give back to the
community every year, forever Short term special projects – Sandhills State
Veterans Cemetery Fund, One Million Pounds for Second Harvest
100% to the fund or cause designated by the donor People give by check, online credit card, transfer of
stocks, real estate During life or through estate / gift in will or by a
charitable remainder trust / charitable lead trust
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Who gives to community foundations?
Giving USA 88% of charitable gifts made in the US
come from individuals or their estates CCF focuses on individuals Give now and/or give later:
• Any amount to an existing fund• Start a new fund
Donor centered fundraising
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Growing the community foundation – a role for everyone
identify
involve
warm up
ask
followup
thank
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Ways to help grow CCF
# 1 - Stewardship and integrity Share communications
• Share Guide to Giving booklet• Like/Share Facebook posts• Forward emails from staff with subject line
“Good news to share”• Talk about CCF “I learned something
interesting today at CCF…” Bring someone to a site visit or event
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Ways to grow CCF - Identify Who gives every year to [insert nonprofit
org name here] and may continue that support
Who has a large taxable event (tell about Donor Advised Fund)
Who has might like to support a cause forever
Who has appreciated assets and would like to diversify/grow income (CRT)
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Growing the community foundation - Involve
Opening doors to:• Professional advisors – Attorneys, accountants,
investment brokers, bankers, insurance brokers, estate planners
• Generous people in the community – Neighbors, colleagues, clubs/civic groups, friends, …
• Thought leaders History – 90% of donors who gave >$250K
referred by board member “Identify” and “Involve” and “Thank”
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Maximizing your impact and experience on the board
Reflections by board members• Why does this work matter?• How can you make a difference in our
community through Cumberland Community Foundation?
How to make a difference• Prepare, engage, and lead• Be an ambassador and talk about CCF• Think long term about our community
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Board operations and systems
Meeting dates – the third Thursday at noon Sept, Nov, Jan, Mar, May, June
Meeting notice:• 10 days prior – postcard reminder and/or email • 5 days prior – meeting packet (mailed or online)
Please RSVP “yes” or “no” every time Read meeting materials Format is less formal and usually decisions by
consensus Culture of inquiry / learning
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Resources – We are not in this alone! 700+ community foundations across the USA Memberships:
• Council on Foundations www.cof.org• NC Network of Grantmakers www.ncgrantmakers.org• NC Center for Nonprofits www.ncnonprofits.org• BoardSource www.boardsource.org• Association of Fundraising Professionals
www.afpnet.org Associations
• Grantmakers for Education www.edfunders.org• Environmental Funders Network• Giving Circle Knowledge Center - Click
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Q & A
Thank you!
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