1. Community Foundation of the Ozarks
Stewardship Ozarks Initiative
Review and Update

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

3. 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

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

5. 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

6. 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

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

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

9. First Phase Deadline
June 30, 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.

10. 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.

11. Questions and Answers Suggestions Share Success Stories