conversations: summer 2015

Donors Make All the DifferenceMessage from Linda J. Kelly, President

In the 2014 Annual Report celebrating the HartfordFoundation for Public Giving’s 90th anniversary, weshared a sampling of donor stories intended to shine alight on the good work the Foundation has supportedover the last 90 years—especially the many donorswho have made it all possible. Now, we are pleased to dedicate this edition of Conversations

to all of our donors who created charitable funds last year. We feature the full list of new funds and planned gifts that were established in 2014 by people like you who want to build community by embracing philanthropy. You will read about these generous individuals who are making a difference in

our region by promoting arts and culture, safeguarding health and human services,empowering youth, supporting education, helping seniors and building our community’sendowment. We thank all of our donors for selecting the Hartford Foundation to be the steward

of their charitable wishes. I hope you will enjoy reading their stories and the inspiration behind their generosity. PH

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News from the Hartford Foundation for Public Giving

S U M M E R 2 0 1 5S P E C I A L E D I T I O N

2 “Conversations” — Summer 2015

AnonymousCharitable Gift AnnuitiesAn anonymous couple established five individualcharitable gift annuities, which will provide a fixedsource of income during their lives. Thereafter, 85 percent will be added to a fund to provide supportfor the visually impaired, and 15 percent will be addedto the Hartford Foundation’s unrestricted endowmentfor general support of the community.

AnonymousCharitable Gift AnnuityAn anonymous donor now residing in Floridaestablished a gift annuity that will provide aguaranteed income and create a legacy for thecommunity. At the end of the annuity, 85 percent willbe used to establish a fund to benefit the Bolton LandTrust and 15 percent will be added to the HartfordFoundation’s unrestricted endowment.

Bartlett Family Scholarship FundScholarship FundThe motto of Nutmeg Big Brothers Big Sisters is“changing the world one child at a time.” To this end,the Bartlett Family Scholarship Fund has beenestablished at the Hartford Foundation to helpgraduating seniors who are current or formerparticipants in a Big Brothers Big Sisters program andin need of financial aid to pursue post-secondaryeducational opportunities.

Jackson-Batchelder Family Scholarship FundScholarship FundSara Batchelder began her relationship with theHartford Foundation when she established a donor-

advised fund in 2012. Her interest in education led toestablishing a second fund in 2014, the Jackson-Batchelder Family Scholarship Fund. Awards will assisthigh school seniors from Hartford, in need of financialaid, to achieve their dream of going to a four-yearcollege. Sara’s work with residents of Hartford madeher aware of the obstacles many face in obtaininghigher education and fueled her desire to help them.

Mathew Caruso Memorial Scholarship FundScholarship FundMathew Caruso was only 19 years old when he waskilled in Korea on Dec. 6, 1950, as he bravely pushed achaplain down in an ambulance to shield him frommachine gun fire. Mathew had attended Bulkeley HighSchool in Hartford, and was determined to graduateand continue his education when he returned fromKorea. Since he never got that chance, his brother,retired Superior Court Judge and fellow Marine JohnCaruso, established this scholarship to honor Mathew’s

New Funds and Planned GiftsF

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Sara Batchelder

3Hartford Foundation for Public Giving

distinguished memory. The fund will support studentsfrom the Greater Hartford region who have academicability, financial need and a commitment to theircommunities. Mathew was posthumously awarded theSilver Star, a Purple Heart, the United Nations ServiceMedal, and, in 2014, his Bulkeley High School diploma.

Blair ChildsCharitable Gift AnnuityMr. Blair Childs established a charitable gift annuitythat provides a source of guaranteed income andcreates a legacy for the community. At the end of theannuity, 85 percent will be added to the Carol ChildsMemorial Fund, an unrestricted fund that providesbroad support to the Greater Hartford communitywith a preference for educational needs in theHartford school system and charitable projects in thetown of Suffield. The remaining 15 percent will be usedto establish the Carol Alcorn Fund, which will providebroad support to the Greater Hartford community.

John David Creedon FundField of Interest FundJohn David Creedon was born in Hartford. A graduateof Yale University and the Wharton School at theUniversity of Pennsylvania, he had a long andsuccessful career, retiring from his position aspresident of Simplex Security Systems, Inc. Johnenjoyed golf and boating, and being of service to hiscommunity. A member of the Church of Saint Timothyin West Hartford, he also was a trustee of KingswoodOxford School and Easter Seals. John and his wifeMary raised a son and daughter, and enjoyed their fourgrandchildren. With thoughtful foresight, John andMary established a testamentary trust that created thisfund to support homeless shelters and programs thatprovide for the hungry.

Mary Gay Creedon FundUnrestricted FundWest Hartford resident Mary Gay Creedon passedaway in March of 2013. Her husband John hadpredeceased her. Many years earlier, the Creedonsgenerously chose to include the Hartford Foundationfor Public Giving in their estate plans, resulting in thecreation of two charitable funds in 2014. Mary Gay will be remembered in perpetuity through thisunrestricted fund, which will support changing needs in the Greater Hartford community.

“The Hartford

Foundation guided

me through the

process of

establishing a

fund and thinking

through the most

effective way to

structure it.”

~ 2013 donor Michael Decicco

Mathew Caruso (left) with ChaplainCornelius J. Griffin


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Beverly Beach Eaton and Edward C. Eaton, III Fund Unrestricted FundThe late Bev and Ed Eaton of West Hartford weremarried for 60 years and raised two daughters. Bevvolunteered with the Junior League, the Church Homeof Hartford Auxiliary, and the Town and County Club.She was active at Saint John's Episcopal Church, whereshe was a member of the Women of Saint John's andserved on the Altar Guild. She loved playing the pianoand the organ and shared her skills, playing for churchservices at Seabury Retirement Community. Ed workedin the insurance industry, and enjoyed playing golf andfundraising for his alma mater, Williams College. Hewas also active with the Rotary Club and Chamber ofCommerce. Bev and Ed made a lasting gift to supportthe Hartford community by establishing a charitableremainder trust that terminated at Bev’s death in 2014.The proceeds were used to establish an unrestrictedfund at the Hartford Foundation.

Fechtor FamilyFoundation FundDonor-Advised FundRobert Fechtor of WestHartford is a successfulbusinessman who hasalways believed in givingback to his homecommunity. In 1989, he and his wife Louiseestablished the FechtorFamily Foundation,through which theysupported a range oflocal and national causes

and programs. In 2014, Mr. Fechtor decided to closethe private foundation and transfer it to the HartfordFoundation, where it now operates as a donor-advisedfund. He and his three sons, Stephen, David and

Richard, continue to recommend grants from thefund, while the Hartford Foundation handles theinvestments, reporting requirements, payments, etc.The generosity of the Fechtor family will continue inperpetuity through this fund.

Stanley D. and Hinda N. Fisher FundDonor-Advised FundStanley D. Fisher Scholarship FundStanley D. and Hinda N. FisherScholarship FundScholarship FundsThe Hartford Foundation was the grateful recipient of the proceeds of the Fisher Foundation in 2014.Established in 1957, the Fisher Foundation had adynamic program of grantmaking to many nonprofitsin the Greater Hartford area over many years,including support of summer programs. The FisherFoundation was a broad-based funder, granting in thearts, health, education, and family and social services.In addition, it awarded scholarships to deservingseniors throughout the Hartford area, includingseniors at Hall High School, Stanley Fisher’s alma mater. At the request of Hinda Fisher, the Fisher

Foundation was terminated in December 2014 and theassets transferred to the Hartford Foundation tocreate three new funds:

• The Stanley D. and Hinda N. Fisher Fund, a donor-advised fund,

• The Stanley D. Fisher Scholarship Fund to supportcollege costs for a graduating senior from HallHigh School, West Hartford, and

• The Stanley D. and Hinda N. Fisher ScholarshipFund as part of the Hartford Foundation’sscholarship pool.

Stanley Fisher was a visionary developer ofindustrial parks in the 1950s and 1960s, creating anenvironment in which people were proud of theirwork and the places where they worked. He was activein his community, supporting Jewish causes and many

Robert Fechtor


other worthy projects. Hinda Fisher carried on herhusband’s philanthropy through the Fisher Foundationand will continue with her daughter Lois, and BeverlyBoyle as co-advisors to recommend grants tocommunity causes through the Stanley D. and HindaN. Fisher Fund.

Janice and Kerry Foster, Sr. Scholarship FundScholarship FundWhile sitting in the audience of the 2014 ScholarshipRecipient Reception, Janice turned to her husbandKerry and asked him to establish a scholarship in hername when she passes away. Kerry lovingly replied thatthey should establish one now; there was no need towait and possibly never meet their scholars in person.The Fosters had established a scholarship fund someyears earlier to honor their young son KJ, who passedaway in 2006. Now, the Janice and Kerry Foster, Sr.Scholarship Fund will help deserving scholars from theregion, with a preference for students graduating fromhigh schools in the city of Hartford. The Foster familyhas left a lasting legacy that will help deservingstudents for many, many years to come.

Fannie Estelle Hairston FundField of Interest FundMs. Thomasina Clemons,a resident of Vernon,Connecticut, establishedthe Fannie EstelleHairston Fund in honorof her mother. The fundwill support programsand projects in theGreater Hartford regionthat support theadvancement of womenand the prevention ofdomestic violence —

issues that are important to Ms. Clemons. Ms.Clemons’ generosity will continue to support thesecritical matters today and for future generations.

Mary A. Huber FundUnrestricted FundMary Huber was a lifelong resident of Connecticut,who was born in Waterbury and lived in Farmington.Mrs. Huber was employed by the town of Farmingtonin the Office of the Superintendent of Schools formany years before her retirement. A gift from Mrs.Huber’s estate was used to establish the Mary A.Huber Fund, an unrestricted fund at the HartfordFoundation that will support changing needs in theregion for years to come.

Anthony S. and Evelyn L. HulmeCharitable FundDonor-Advised FundIn 1990, Joan Mathews established a charitable trustthat created a donor-advised fund at the HartfordFoundation after her passing. Her son and daughter-in-law, Anthony (Tony) and Evelyn Hulme of WestSimsbury, serve as fund advisors. Joan was a sportsFannie Estelle Hairston

(Left to right) Kerry Foster, Jordan Blackwell, Janice Foster andAltressa Cox-Blackwell

“Creating a fund

at the Hartford

Foundation for

Public Giving is a

meaningful way

to remember a

loved one.”

~ Attorney Mark Korber


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enthusiast—notably golf, tennis and fishing. Dogs werean important part of her life and she provided a lovinghome to many pets. The Hulmes hope to carry onJoan’s interests in the community through support oforganizations in the Greater Hartford area.

Walter “Doc” Hurley Scholarship Fundfor Greater Hartford Scholarship FundWalter “Doc” Hurley was raised in Hartford andgraduated from Weaver High School, where he was astandout four-sport athlete. He became a legendaryeducator and coach, retiring in 1984 from his positionas assistant principal of Weaver High School. Fordecades, he raised funds to give needy students helppaying for college, and gave them encouragement andemotional support. Upon his death, several communityleaders and Hartford residents established this fund inhis honor to continue his kindness in perpetuity.Scholars who receive this award participate in a widevariety of scholastic and extracurricular activities. Thefund is administered as part of the Foundation’sGeneral Scholarship Endowment Program.

Peter Jung Scholarship FundScholarship FundPeter Jung is a 20-year-old sophomore at TrinityCollege, where he is studying biology and computerscience. He is an avid cyclist and a native of Bellevue,Washington. Mr. Jung has embraced Hartford as hishome for the next few years and he wanted toestablish a connection to the local community.Because he is grateful for many of the educationalexperiences he has had, he wanted to do his part tohelp other young men and women pursue theireducational opportunities. By establishing ascholarship fund at the Hartford Foundation, Mr. Jung will help local students realize their goals.

The Walter S. Kapala Scholarship TrustScholarship FundMr. Walter Kapala was a West Hartford resident formore than 50 years and employed as manager of the shoe department at the former G. Fox & Co. inHartford. For many years after his death, the trusteesof Mr. Kapala’s estate offered a scholarship, which theypublicized in the Hartford Foundation’s annualScholarship Directory. The scholarship was transferredto the Hartford Foundation in 2014. Scholars whoreceive this award should have high academic standing,have graduated from a public high school located inthe towns of Hartford or West Hartford, and requirefinancial assistance to further their education at acollege, university or graduate school.

Tom and Margah Lips FundDonor-Advised FundTom and Margah Lips are officially residents of SouthGlastonbury, but they also enjoy time in Mexico andRhode Island. Tom is a managing director ofinvestments with Lips Rousseau Partners, a division ofthe Swiss bank UBS. He is a graduate of Dartmouth

Margah and Tom Lips

“Receiving this

scholarship [will]

enable me to

further my

education and

position me to

give back to my

community and

the community

at large.”

~ Greer Davis, 2015 Walter “Doc” HurleyScholarship recipient


College and Harvard Law School. Margah is a graduateof Boston University and an active member of theGarden Club of Hartford. Tom and Margah are bothaccomplished artists. They have been active volunteerswith Hartford Stage, Kingswood Oxford School, theWorld Affairs Council, and the Mark Twain Memorial,among other organizations. They have been involvedwith the Hartford Foundation for many years, bothprofessionally and personally, as charter members ofthe Catalyst Endowment Fund, and as members of the1925 Society. Margah and Tom give charitably tocauses in Mexico as well. In 2014, they decided to taketheir support of the Hartford region a step further byestablishing a donor-advised fund. They hope to learnmore about the community’s pressing needs andcompelling programs.

Frederick L. Mitchell FundUnrestricted FundFrederick Lee Mitchell was passionate about musicand, in particular, pipe organ music. From his firstexposure to the pipe organ as a little boy, Mr. Mitchellwas able to turn his interest into both a personal andprofessional calling. He studied organ playing, buildingand design, toured around the world playing the pipeorgan in various cathedrals, and then dedicated hiscareer to designing them. He spent 49 years workingfor Austin Organs of Hartford. Mr. Mitchell’s otherpassions included sailing, world travel, photography,carpentry, hiking, reading and attending live musicevents. Upon his death, the Frederick L. Mitchell Fundwas established as an unrestricted fund at theHartford Foundation that will carry out his legacy.

Reba and Arthur Nassau FundUnrestricted FundReba and Arthur Nassau, residents of Avon, establishedan unrestricted fund in 2014. Arthur is a retiredattorney. He graduated from Yale University and YaleLaw School, and served on the board of the Yale Club

of Hartford. He also has served on the Legal and TaxPanel of the Jewish Community Foundation. Reba is an active community volunteer. This fund will supportpublic charitable purposes in perpetuity, continuingsupport for a wide range of needs in the GreaterHartford area.

Joyce S. Picard Scholarship FundScholarship FundMr. Henri “Hank” Picard established a scholarship fund to honor the memory of his beloved wife, JoyceS. Picard, after her courageous battle with cancer. A loving wife and mother, Joyce was an activecommunity volunteer and resident of South Windsor,where she and Hank raised three children. Thescholarship was established for graduating seniorsfrom South Windsor High School or East CatholicHigh School (in Manchester) who plan to pursue acareer in science, medicine, or other health-relatedfield. Mr. Picard hopes the scholarship will assist adeserving student whose career will be devoted tofighting and curing the terrible diseases in our world.

June Miller Rosenblatt CommunityCollege Scholarship FundScholarship FundJune Miller Rosenblatt Scholarship FundScholarship FundJune Miller Rosenblatt believes in the power of a good education and in ensuring that high schoolstudents have financial access to attend college. Mrs. Rosenblatt, a resident of West Hartford, made a commitment to ensure that those beliefs would turn into reality for deserving students in our region.Last year, Mrs. Rosenblatt created the June MillerRosenblatt Community College Scholarship Fund andthe June Miller Rosenblatt Scholarship Fund. Manydeserving students will be able to follow their dreams,thanks to her thoughtful generosity.

June Miller Rosenblatt

Joyce S. Picard


Henrietta T. Shaw Fund Unrestricted FundHenrietta T. Shaw, known as “Tommy,” was born inLakeville, Connecticut and spent most of her life inWest Hartford. She worked for many years for thePenrose Insurance Company. Mrs. Shaw passed away

in September 2014 at the age of 109. She and her late husband Alfred are survived by their daughterNancy, as well as seven grandchildren, nine great-grandchildren, and four great-great-grandchildren.Many years ago, her employer established a pooledincome fund to provide her with quarterlydistributions during her life and create a lasting legacyin her name after her passing. As a result of thisgenerous gesture, the Henrietta T. Shaw Fund wasestablished to support changing needs in the GreaterHartford community for years into the future.

South Asian Bar Association Endowed FundScholarship FundThe South Asian Bar Association of Connecticutserves as a resource to South Asian lawyers and lawstudents for mentoring, networking and communityoutreach. The nine-member board of directors andassociation members established this fund in honor ofthe organization’s tenth anniversary. This scholarshipsupports summer public interest fellowships andcurrently enrolled law school students (in their

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Members of the SouthAsian Bar Association(left to right): SudhaSetty, Asker Saeed, Asha Rangappa, NamitaShah, Andy Corea andCecil J. Thomas

Henrietta Shaw (seated center) with members of her family


second, third or fourth year) who are in good standingat their law school, and are of South Asian descent orcommitted to serving the South Asian community.

South Windsor Historical SocietyEndowment Fund Designated FundInspired by a generous offerfrom longtime supporterMary Beach Shepard, theboard of the SouthWindsor Historical Societydecided to begin buildingan endowment fund at theHartford Foundation, ensuring long-term stability for the Historical Society.Mrs. Shepard made the establishing gift in December2014, and other community members have added tothe endowment. The Society works to preserve thehistory of South Windsor, which was settled in 1634. It provides historical educational programs includingthe popular Heritage Day, maintains and manages thePleasant Valley District 5 Schoolhouse Museum, and isrestoring the Union District School building.

Richard E. and Jane B. ThompsonCharitable Gift Annuity Richard “Dick” and Jane Thompson established acharitable gift annuity which provides a source ofguaranteed income and creates a legacy for thecommunity. At the end of the annuity, 85 percent will be used to establish the Richard E. and Jane B.Thompson Fund, a designated fund to providesupport to the Manchester Area Conference ofChurches, and 15 percent will be added to the Hartford Foundation’s unrestricted endowment.

Westley V. Thompson and Rosemarie E. Thompson FundDonor-Advised FundThe Westley V. Thompson and Rosemarie E.Thompson Fund is a donor-advised fund that will buildup over a number of years from contributions from aCharitable Lead Annuity Trust established by theThompsons in 2014. Wes served as President of SunLife Financial U.S., where he was responsible for allaspects of the company’s U.S.insurance businesses. Wes retiredfrom Sun Life in April 2014 to pursuea variety of entrepreneurial andpersonal interests. Wes has over 25years’ experience in the financialservices industry, having heldexecutive leadership roles at LincolnFinancial Group, CIGNA and Aetna. He is an active board member ofHartford Hospital, the Bottom Line,and Phoenix Wealth Management.Rosemarie is principal of Roselake Property andDesign, a real estate development and interior designfirm located in West Hartford. The Thompsons arerecommending grants in the areas of education, youth development and the arts.

Clinton B. Yeomans FundUnrestricted FundAs a resident of Dublin, New Hampshire and WestHartford, Connecticut, Mr. Yeomans was activelyinvolved in volunteer activities in both communities.Mr. Yeomans was a World War II veteran and had adistinguished career as a trust officer. Upon his death,the Clinton B. Yeomans Fund was established as anunrestricted fund at the Hartford Foundation to support a range of needs in the Greater Hartfordcommunity in perpetuity.

Rosemarie and Westley Thompson

Unrestricted funds

address a broad

range of local

needs—including

future needs that

often cannot be

anticipated at

the time one’s

gift is made.


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Making a lasting difference in Greater Hartford

The 1925 Society recognizes members of our community who have made plans to leave a legacy thatbenefits our community for years to come. When you make a provision for a gift to the Hartford Foundation as part of your will, trust or estate

plan, you join a special group of individuals who, like yourself, care about providing for the future andstrengthening our community. 1925 Society members are recognized in our Annual Report and on our website (unless anonymity is

preferred), and invited to our biannual reception and other special events.

The 1925 Society

A timeless gift.The pioneers who established the HartfordFoundation for Public Giving in 1925 were deeplycommitted to Greater Hartford as a vibrant place tolive, work and raise their families. For 90 years, theHartford Foundation has worked to preserve theirlegacies and the hopes and dreams of our manydonors who have given generously over the years.

Ways to give.Working with you and your professional advisor, theHartford Foundation can help craft a legacy gift thatsuits your individual financial situation and fulfillsyour deepest intentions for charitable giving. Legacy options include bequests, charitable

remainder trusts, gift annuities, gifts of retirementassets, and gifts of life insurance.

What will your legacy be?Your legacy can support specific causes andorganizations, or provide for the community at large.It can include what you wish to accomplish foryourself, your family and your charitable interestswithin the context of your overall estate plan.

We all want to be remembered for somethingspecial—how we made a difference in the lives ofothers or how we made the future a little brighterfor those who come after us. The gift planningprofessionals at the Hartford Foundation will behappy to review your legacy options and work withyou to create a plan that meets your personal andfinancial needs.

For more information, visit hfpg.org or call 860-548-1888.


The Hartford Foundation for Public Giving offers a wide range of options for those who want to create or contribute to a fund.Donors can choose the type of fund that best suits their particular circumstances, goals for giving and desire for involvement.

Types of Funds

Individual Funds Unrestricted Funds address a broad range of local needs.Donors authorize the Foundation to use the fund’s income for grants that respond to the community's changing needs. A $10,000minimum contribution is required to establish an unrestricted fund.

Preference Funds are created by donors who request that theFoundation consider certain organizations, causes, communitiesand/or populations when making grants from the fund, taking intoaccount changing times and conditions. A $10,000 minimumcontribution is needed to establish a preference fund.

Field of Interest Funds are designed by the donor to accomplish abroad charitable goal or purpose such as improving health care,elementary education, or the region’s cultural life. Donors direct theFoundation to target funds to this topic or cause, focusing dollars onthe most promising organizations working in the field at any giventime. A $10,000 minimum contribution is required to establish a fieldof interest fund.

Donor-Advised Funds are created by donors who wish to remainactively involved with grantmaking. Donors may recommend specificgrants; they may also consult with the Foundation’s program staff forguidance on effective grants in their area(s) of interest. A donor-advised fund may be established at $25,000.

Designated Funds are created by donors who wish to specify one ormore organizations to receive all or a percentage of the income fromthe fund annually. The Foundation carries out the donor’s directions,ensuring that the named agency continues to use the income toachieve current charitable purposes. A $10,000 minimumcontribution is needed to establish a designated fund.

Individual Scholarship Funds are created and supported by donorsto help area students afford a college education. Donors can create a

named fund with specific selection criteria and may participate in theselection process. A $50,000 minimum contribution is needed toestablish an individual scholarship fund.

The General Scholarship Endowment Fund combinescontributions, of any amount, and invests them in order to generateincome that funds the Hartford Foundation’s four-year scholarshipprogram for high school students in the region. Cumulative donationsof $10,000 or more may be built up to establish a named award.

The Community College Scholarship Fund combines contributionsof any amount and invests them in order to generate income thatfunds the Hartford Foundation’s community college scholarshipprogram for high school students in the region. Cumulative donationsof $10,000 or more may be built up to establish a named award.

Collective Funds A Black Philanthropy Giving Circle Fund was established at theHartford Foundation on June 1, 2015 to create sustainable change inthe Black community by leveraging philanthropic efforts of donorsand celebrating Black philanthropy. More details to come.

The Catalyst Endowment Fund is an endowed fund created bydonors who pool their contributions of $500 or more per year,explore an issue critical to the region, and join together torecommend grants from the fund to nonprofit organizations tacklingthat issue.

The Latino Endowment Fund was created by individuals who arecommitted to investing in a better life for the region’s Latinoresidents. Annual gifts of $250 or more are pooled in an endowedfund; members collectively learn about issues and challenges facingLatinos in Greater Hartford, and recommend grants to organizationsworking for the benefit of the Latino community.

is published by the Hartford Foundation for Public

Giving—the community foundation for Greater

Hartford. Putting philanthropy into action, the

Foundation provides grants and other support to a

broad range of nonprofit organizations, helps donors

make effective charitable giving decisions, and brings

people together to create lasting solutions that result

in vibrant communities.

10 Columbus Boulevard / Hartford, CT 06106860-548-1888 / www.hfpg.org

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E-ConversationsIf you prefer to receive “Conversations” electronically,please visit www.hfpg.org/conversations to sign up.

Yvette MeléndezBoard Chair

Linda J. KellyPresident

Managing EditorNancy BenbenVice President for

Communications and Marketing

[email protected]

EditorMichelle C. MaysCommunications

and Marketing [email protected]

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conversations: summer 2015

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