January 2009 Agency Partners Update

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Agency Partners Update
January 8, 2009

In This Issue:
• Welcome from Julie Leeth, CFO vice president
• Coover grant applications due Jan. 16
• James River Basin Partnership completes Stewardship Ozarks challenge
• CFO offers exclusive planned giving resources
• Charitable IRA rollover

A New Year’s welcome from Julie Leeth, CFO vice president

Happy New Year! As we begin a 2009, I hope that you have high expectations and positive outlooks for a renewal. At the Community Foundation of the Ozarks, we are committed to working with you through the challenges and opportunities you face as you go about the business of running your non-profits which are so essential to the health and well being of our community. Partnerships and collaboration will enable groups to reach more folks in need and cause a synergistic energy which will impact large numbers of those needing assistance. A key question is: Who are the people most critical to our success now and in the future? In the next couple of weeks we are framing our workshops for the spring. Some of the topics being considered are: Managing in Tough Times, Utilizing Technology in Presentations, Marketing Your Non-Profit, and Focused Grant Research. We hope to be partnering with the library and others as these come together. As soon as the dates and topics are firm, I’ll send a follow up so that you can register.

Please note the next Essential Question webinars. Even though these appear to be specific to certain service areas, we believe that the content is germane to all areas. You can find information on these on our website at this link: http://www.cfozarks.org/essential-questions-series/ Finally, I want to emphasize the fact that we are here to serve your organization. Please call or email me, jleeth@cfozarks.org, with any questions and I will respond as quickly as possible! It is a pleasure to partner with you and all of us at Community Foundation of the Ozarks wish you the very best in 2009!

Coover grant applications due January 16

Applications for The Louis and Dorothy Coover Regional Grantmaking Program are due by 5:00 p.m. on January 16, 2009. The Coover Program supports new and innovative programs or projects that address regional needs through advocacy, public education or capacity building. Organizations with regional service areas that are primarily outside of metropolitan Springfield and Greene County are encouraged to apply. Please note that the awards committee does not typically consider capital projects. The Louis and Dorothy Coover Regional Grantmaking Program is a partnership between Commerce Trust Company and CFO.

For more information, including the online application form, please visit our web site, http://www.cfozarks.org/cfo-grantmaking-programs/.

James River Basin Partnership successfully completes Stewardship Ozarks challenge

The Community Foundation of the Ozarks is pleased to announce that the James River Basin Partnership (JRBP) has successfully reached its fund raising goal for CFO’s Stewardship Ozark Initiative. The organization raised more than $10,000 for its organizational endowment, which will be matched dollar-for-dollar through the Stewardship Ozarks Initiative.

“This is an important milestone for the sustainability of our organization and helps insure that we can continue to protect water quality in our region,” said Holly Neill, executive director, James River Basin Partnership.

The JRBP has received support from CFO’s grantmaking programs for several important projects aimed at addressing water quality. The JRBP received a grant for $25,000 in 2006 to increase public awareness about pollution affecting local waterways and the means to address these challenges. One of the more visible elements of that project are the rain gardens – shallow depressions filled with native plants that filter pollutants from runoff and help recharge the groundwater aquifer – installed around the city, including one at CFO. In February 2008, the JRBP received a $26,500 grant from the Louis and Dorothy Coover Regional Grantmaking Program to expand their public education efforts, including river cleanups and watershed festivals in communities within the James River Basin.

The Community Foundation of the Ozarks’ Stewardship Ozarks Initiative (SOI) is dedicated to preserving our natural environment through:

• Targeted grantmaking
• $1,000,000 Challenge for Conservation, an endowment building program
• Planned giving
For more information about the Stewardship Ozarks Initiative please visit the SOI page of our website.

CFO pleased to offer planned giving resources exclusively to our Agency Partners

Cultivating charitable planned giving should be a main fundraising tactic for any charitable organization. A concerted strategy for developing planned giving in support of your organization is essential for sustainability. CFO is pleased offer our Agency Partners with resources designed to support their planned giving program.

We’re also pleased to offer a short series of video presentations on our website featuring four CFO Legacy Society members serving as honorary ambassadors for the planned giving initiative: Sally Baird, CFO board of directors chairman; Julie Brown, past board chairman; Ron Giedd, Greater Seymour Area Foundation president emeritus; and Bill Putnam, Community Foundation of Southwest Missouri executive director. The videos feature each ambassadors discussing what inspired them to give something back to their community and even some helpful dialog about how to make a charitable planned gift. It’s a great introduction to the power of planned giving and one worth sharing with your organization’s supporters. To view the videos visit the planned giving section of our web site at, http://www.cfozarks.org/the-planned-giving-initiative/.

Our November 2008 Essential Questions presentation titled “Developing a Planned Giving Program” offers a thoughtful overview of planned giving and a look at the various strategies for making a planned gift. You can download the presentation on the Essential Questions page of our web site at, http://www.cfozarks.org/essential-questions-series/.

And, of course, feel free to send us an email us at jleeth@cfozarks.org or give us a call and (417) 864-6199 to discuss planned giving and its role in the growth of your organization.

South Central Agency Partners Brown Bag Seminars

As part of our commitment to our Agency Partners, CFO is pleased to offer the nonprofit organizations of the South Central Ozarks – serving the counties of Carter, Douglas, Howell, Oregon, Ozark, Shannon, Texas, and Wright – a special series of brown bag seminars that are designed to support growth and sustainability efforts. The schedule of events, hosted by Carol Silvey, CFO senior associate for advancement, is as follows:

January 9 – Capital Campaigns
February 13 – Networking
February 27 – Planned Giving for Sustainability, with Gary Funk, CFO president, and Julie Leeth, CFO vice president.
March 13 – Using Insurance Policies in Giving
April 10 – Working with Volunteers
May 8 – The Ask

Sessions are open to all CFO Agency Partners serving the eight counties of the South Central Ozarks (Carter, Douglas, Howell, Oregon, Ozark, Shannon, Texas, and Wright). To RSVP or to find out more information, call Carol Silvey, CFO senior associate for advancement at (417) 256-4725.

Congress extends IRA Charitable Rollover

Congress extended an excellent charitable planning opportunity for both 2008 and 2009. This act permits an IRA owner age 70½ or older to make a direct transfer to charity. The IRA Charitable Rollover allows otherwise taxable distributions of up to $100,000 during each taxable year, from a traditional IRA or Roth IRA, to charity to be excluded from gross income. The transfer may be up to $100,000 in one year and this IRA rollover will exist for year 2008 and year 2009.

CFO would be happy to visit with your organization or donors about making a charitable gift or establishing a charitable fund through an IRA rollover. Please give us call at (417) 864-6199.

Missing something?

Community Foundation of the Ozarks offers this monthly update as a service to our 300+ agency partners throughout the Ozarks. As partners in our regional effort to enrich and better the lives of people throughout the region, we strive to keep you informed of the opportunities important to your organization. If you would like for other members of your staff, board, donors, or other key role players with your organization to receive these updates, just let us know by sending the name and email address to rvanbibber@cfozarks.org.