Community Foundation of the Ozarks Stewardship Ozarks Initiative Review and Update

Program Features Cultivating Planned Giving for Conservation Organizations Enhanced Conservation Grantmaking Strengthening or Establishing Endowment Funds for Environmental Stewardship

Donors Johnny Morris on behalf of Wonders of Wildlife, The Upper White River Basin Foundation, Community Foundation of the Ozarks Philanthropy Initiative, Gregg and Sheila Galbraith, Suzy Henry, Larry and Dr. Nancy O’Reilly, Todd and Betty Parnell, and Dr. Tom Prater and Dr. Kim Prater

Planned Giving Marketing Marketing Pieces Printed Mailed to 400 Professional Advisors Discussion at Professional Advisors Council Breakfast

Springfield Grantmaking 2007 Arts Culture and Environment Grants: American National Fish and Wildlife Museum (Wonders of Wildlife), $26,250 The Discovery Center, $33,664 Ozark Trails Council, Boy Scouts of America, $10,086 Watershed Committee of the Ozarks, $30,000 TOTAL 2007: $100,000 $200,000 in two years

Coover Regional Grants February 8, 2007 grant round: Bryant Watershed Project – West Plains, MO, $21,055 Wildcat Glades Conservation and Audubon Center – Joplin, MO, $10,000 TOTAL 2007: $31,055

Coover 2008 Deadline is 5:00 p.m. January 18, 2008.

Congratulations!! Discovery Center Missouri Conservation Heritage Foundation Missouri Prairie Foundation Rotary Nature Park Education Fund, Mountain View Wildcat Glades Conservation and Audubon Center

First Phase Deadline June 30, 2008--Organizations raise money to secure matching funds.  After the first year, CFO retains the right to reevaluate goals and progress and begin a second phase.

IRA Rollover Donor must be at least 70 ½ The check must be issued to the charity from the custodian Contribution may not exceed $100,000 per person per year. May be used to satisfy the required minimum distribution (RMD). Effective only until December 31, 2007. Eligible Accounts Include: Traditional IRAs (408(a)), Inherited IRAs as long as the beneficiary is 70 ½, Rollover IRAs, IRA retirement annuities (408(b)), Qualified trust (employees’ trust under 401(a)), Annuity described in 403(a), and Deferred compensation plan under 457(b) if maintained by an eligible employer.

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