CFO awards more than $14,000 to Agency Partners for planned giving initiatives

CFO awarded a total of more than $14,000 to 10 of its Agency Partners from across the Ozarks as part of the 2009-2010 Endowment Building Grants Program. The program is designed to provide grants to Agency Partners in support of their efforts to plan for, develop, and implement endowment-building programs. This year, grants awarded through this program will be used for specific plans to promote planned giving and legacy societies on behalf of the organization receiving the grant. The complete list of recipients is below.


Carthage Council on the Arts
: $1,424 – Funds will be used to print and mail a brochure as well as an event to promote the endowment and legacy giving.

Developmental Center of the Ozarks: $1,245 – Funds will be used to train staff in planned giving techniques and communication with existing donors regarding planned giving.

Eldon Area Community Theatre: $1,320 – The organization will host an evening event for donors, including a discussion of planned giving techniques and the impact of such gifts.

OTC Foundation
: $1,500 – The OTC Foundation will use this money to develop a brochure to create awareness of planned giving, with the goal of doubling the number of planned gifts through the next year.

Trails Regional Library
: $1,500 – Funds will be used to develop public education materials around planned giving and to reach out to estate planning professionals.

NAMI of Southwest Missouri: $1,500 – NAMI will increase awareness of planned giving options for donors and current and past NAMI members through the web and direct mail efforts.

Alton R-IV Public School Foundation: $1,626 – Funds will be used to develop educational materials concerning planned giving that will be distributed to Alton Schools alumni and prior donors.

Boys & Girls Clubs of the Ozarks: $1,500 – Funds will be used to develop and distribute marketing materials focused on planned giving.

Boys & Girls Clubs of Springfield: $1,000 – In an effort to create awareness of and encourage others to join the Heritage Club, the organization will use the grant to promote and recognize individuals who have already made a planned giving commitment.

Our House Foundation: $1,500 – Funds will be used to develop materials, underwrite a “boot camp” to introduce potential donors to the organization, and help fund the annual M*A*S*H Banquet for partners.


Marisa DeClue and Allan McKelvy from the Developmental Center of the Ozarks


Julie Leeth, CFO, with Jon Robertson of NAMI of Southwest Missouri


Tracy McGrady, Stephanie Brown, Pam Vokolek, and Cliff Davis from the OTC Foundation with Winter Skelton from CFO, center.

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