All about Montana’s future Orientation to the Community Foundation Sector Cathy Cooney, Program Director.

Slides:

Advertisements

Similar presentations

Advertisements

Community Foundations A Charitable Giving Resource Joe Sorenson, Manager of Affiliate Relations.

“We envision a future where enduring philanthropic and charitable resources will provide for the changing needs of Appalachian communities for generations.

2014 CEO Breakout Session February 26, ISSUES THAT IMPACT ON FOUNDATION'S EFFECTIVENESS? No Impact/ Slightly important Neutral Important/ High Impact.

Strategy to Succeed “Why You May Need The Services of Strategic Fundraising Group” Norman B. Gildin, President STRATEGIC FUND RAISING GROUP LLC.

The Financial Service Provider’s Charitable Gift Fund Program Presented by.

Innovations in Philanthropy / Private Social Investment Grupo de Fundaciones Oficina Bs. As 13 e 14 de marzo, 2006.

Major Gifts The Rotary Foundation. Overview & Objectives 1.Understand TRF major giving in the context of all Foundation priorities 2.Develop strategies.

Grantseeking Basics Welcome to the Foundation Center’s.

Workshop 3 – March 20, 2013 Making the Ask Presented by: Pamela Jones Davidson, J.D. President of Davidson Gift Design.

TRANSFER OF WEALTH COMMUNITY FOUNDATION OF COLLIER COUNTY.

RESOURCE STRATEGIES FOR COMMUNITY DEVELOPMENT ORGANIZATIONS | PRESENTED BY JESSICA HAYNIE OF THREE STONES CONSULTING New Mexico MainStreet Summer Network.

How do I Capture Charitable Assets for my Community?

HTC Indiana Pilot Community Training Session February 2008 HomeTown Competitiveness.

LIVING WELL FOUNDATION  Living Well Foundation was established to receive, invest and administer tax- deductible contributions for the benevolent support.

The power of giving together Securing Our Future.

Preparing Non-profits For Success Governor’s Grants Conference September 12, 2011.

All about Montana’s future Orientation to Montana’s Community Foundation Sector Cathy Cooney, Program Director.

The Salvation Army Southern Territory Human Resources Conference 2014 Creating Connections Building for the Future Together Monday, April 28 Paul Curnow.

The Future of the BPP What’s Next? Executive Committee Leadership Timeline-Urgency Decision making processes.

Passing the Hat 2.0: Charitable Giving Goes Low Maintenance Passing the Hat 2.0: Charitable Giving Goes Low Maintenance Presentation by Regina Q. Jahr,

Incarnate Word Foundation Navigating the Funding World in Uncertain Times.

Live On Board Briefing and Update. Goals Strengthen 28 Jewish organizations by helping them build endowment through bequests Develop institutions’ skills.

Funding Success Strategies for Gaining Financial Support for Your Mission.

Intergenerational Transfer of Wealth in Montana

Grantmaking: What’s our Case for Support? Cathy Cooney, Program Director Montana Community Foundation.

Rotary Youth Building Update Rotary Youth Leadership Awards – Scholarship Applications (40!) March.

BEFORE TRAILS AFTER TRAILS 75 total miles 50 connected miles 250 mile vision.

Private Sector Allies: Philanthropic Trends and the Role of the Private Dollar John Mortimer, AIDS Partnership California Betty Alonso, Miami Dade Community.

For good. For ever. SM Community Foundations A Vehicle to Increase Philanthropy. Nancy Van Milligen (Community Foundation of Greater Dubuque, President.

Community Foundation of Washington County The Power of Philanthropy.

Developing and Writing Winning Individual, Corporate and Foundation Proposals Robin Heller, Director, Corporate and Foundation Philanthropy, BBBSA Robert.

Five Steps To Planned Giving Success 2013 United Way Southern Institute Conference.

Community Impact Workshop ORGANIZING A GRANTMAKING PROCESS WITH BEST PRACTICES April 22, 2005 Ames, Iowa.

© 2007 Northern Trust Corporation northerntrust.com The Northern Experience A C C E S S. E X P E R T I S E. S E R V I C E. © 2007 Northern Trust Corporation.

EBCF Philanthropic Services Presented to EPC Diablo Valley Nicole Taylor, President & CEO November 16, 2011.

Building a Donor - Centered Start- Up Gift Planning a Program Brian M. Sagrestano, JC, CFRE.

Building a Stronger Community Through Philanthropy Linda Reed, President & CEO Cathy Cooney, Program Director Montana Community Foundation.

Transfer of Wealth Capacity for Growth: Creating & Building Wealth May 20, 2009 Tom Fryer Kansas Association of Community Foundations ansas ssociation.

Minnesota Generational Transfer of Wealth Study SM Kim Embretson CFREAndrea Lubov.

Fundraising Roles of Planning and Advancement Area.

Resource Mobilization: Basic Concepts and Principles © 2005 Shannon E. St. John.

November 2, 2015 A Snapshot: Statewide Landscape Washington State Community Foundations 2015 Convening.

Beyond the bake sale: Getting funds for your project The Impact Conference.

WORKSHOP. RESOURCE MOBILIZATION Resource Mobilization involves: Fundraising, and income generating activities FUNDRAISING INCOME GENERATING ACTIVITIES.

Community Foundation of Washington County The Power of Philanthropy.

East Bay Community Foundation Strategies for Donor Development in Challenging Times.

Community Foundation of the Ozarks and Springfield-Greene County Friends of the Library Building Assets for Libraries.

What is a Qualified Community Foundation? Tax-exempt, independent, publicly supported philanthropic organization Tax-exempt, independent, publicly supported.

The Rotary Foundation Building our Future Through Major Gifts.

Building Montana’s Rural Communities USDA Rural Development Initiative.

The Art of Lasting Philanthropy. The National Community Foundation Environment  Over 700 Community Foundations throughout the United States  Giving.

Community Foundation of Washington County The Power of Philanthropy.

Ionia County Community Foundation Building endowments for the future of our communities through gifts that keep on giving.

The Success of Iowa’s Philanthropy Initiatives The Incentives and The Education and Information Sandy Ehrig

Charitable IRA Portfolio About the law IRAs available for tax-free lifetime gifts Donors must be 70½ Up to $100,000 per IRA holder per year Provision.

Baby Boomers’ Asset Transfers and Why this Matters for United Way April 2015.

THE ARTEMIS FUND Mike Schultz, Vice President, Development & Stewardship Shannon Kisselbaugh, Director of Stewardship.

The Philanthropic Landscape in Australia. Philanthropy in Australia Charitable Donations Source: ABS, JBWere Philanthropic Services Individuals (tax deductible,

Legacy Giving Made Easy for Your Parish

An Affiliate of the Greater Salina Community Foundation

Overview of Effective Philanthropic Strategies

Impacting Saginaw County.

Fundraising and Charities

The Simple Secrets (and Guide) to Drafting Endowment Policies

UK Community Foundations Conference Professional Adviser Masterclass

By Josiah Stephan South Florida Bible College

Shannon Williams, Principal Advisor

Making the Most of Your Charitable Assets For Organizations

Fundraising: More Margin, More Mission

Presentation transcript:

all about Montana’s future Orientation to the Community Foundation Sector Cathy Cooney, Program Director

Learning Objectives What is a Community Foundation? What is a Community Foundation supposed to do? What does the Community Foundation sector look like in Montana? What are the resources you can connect your local community foundation with?

What is a Community Foundation? Philanthropic savings account Vehicle for donors to leave a legacy A leadership organization

The Three Roles of a CF Asset Development Grantmaking & Project Funding Leadership

#1 Asset Development

Intergenerational Transfer of Wealth Biggest intergenerational transfer of wealth happening now! Example: Jefferson County: 10-year TOW=$135,990,037 5%= $6,799,502 Annual grantmaking= $339,975

Recommended Fundraising Strategies Attract gifts of income to build loyal donor base (through letters, visits, individual cultivation, etc) Attract gifts of assets Planned Gifts Bequests Build relationships with Financial Advisors Avoid being dependent on fundraising events!!!

Success Stories Sizable Bequests/Major Gifts: Beacon CF, Broadwater CF, Missoula CF, Roberts CF, Valley County CF Future Bequests/Major Gifts: Greater Polson CF, Wibaux Endowment Foundation Planned Gifts: Flathead CF, Lewis & Clark CF, Red Lodge Area CF, Seeley Lake CF, Whitefish CF

#2 Grant Making and Project Support

Grantmaking for CFs The Biggest Questions: What is the value-added for donors to give charitable support through us?? What is the difference between individuals giving a gift to charity and a CF giving a grant to a charity?

Recommended Grantmaking Strategies Investigate community needs. Look at the data! Go beyond just responding to competitive grant proposals. Where are the needs, opportunities? Experiment with new approaches. Grant initiatives? Long-term projects? NP Capacity building?

Success Stories Data-Driven grantmaking: Park County Community Foundation Project Funding: Seeley Lake CF, CF for a Better Bigfork

#3 Leadership

Examples of Leadership Nonprofit Capacity Building Fiscal Sponsorships Community visioning, planning sessions Project work with multiple partners Fundraising campaigns

Success Stories Missoula CF/Seeley Lake CF-Norman McLean Trail Greater Polson CF-Envision Polson Project Red Lodge Area CF-Reviving the Red Lodge Area Economic Development Corporation, C3 nonprofit capacity building

What does the sector look like in Montana? 75 CFs Many are affiliates with a “lead” foundation. Statewide Council for marketing, training CFs in Montana Google Group Technical assistance through MCF

Does your community have a CF?

Questions? Want a presentation in your community about starting a new CF (or reviving an existing CF)? Cathy Cooney