"Stronger Together" 2012 Supplement
Annual report for Jefferson County Community Foundation and United Good Neighbors of Jefferson County, WA, as published by the Port Townsend & Jefferson County Leader.
STRONGER together Making a Difference at Home, Today and Tomorrow UNITED GOOD NEIGHBORS & JEFFERSON COUNT Y COMMUNIT Y FOUNDATION Stronger Together Together Jefferson county community foundation Board of Directors Herb Cook, President, Member Finance and Investment Committee Cindy Hill Finnie, Vice President, Member Scholarship Committee Kristen Nelson, Director Karen Nichols, Secretary Doug Van Allen, Treasurer, Investment Committee Chair David Goldsmith, Director, Member Investment Committee Liesl Slabaugh, Director, Member Scholarship Committee Contact Us JCCF 360 385-1729 email@example.com www.jccfgives.org UGN 360 385-3797 info@WeAreUGN.org www.WeAreUGN.org united good neighborS Board of Directors Debra Reandeau, President; Port Townsend Paper Corporation, HR Kim Hammers, V.P., Building Futures Le Hornbeck, Treasurer, retired businessman Joyce Cardinal, Chief Nurse Executive, Jefferson Healthcare Liz Coker, Youth Safety Consultant Craig Downs, Superintendent, Chimacum Schools John Eissinger, Remax Realty Rev. Karen Pierce, Deacon, St. Paul Episcopal Church Steve Rafoth, Enclume; Board member of JC MASH Joan Williams, Senior Services Consultant UGN/JCCF STAFF Carla Caldwell, Executive Director Laura Souza, Administrative Assistant 3 Jefferson County Community Foundation & United Good Neighbors November 2012 JCCF: Changing to Build a Strong Foundation UGN: Advocacy, Accountability and Awareness I A n 2012 the Jefferson County Community Foundation has increased assets, expanded grants and programs and reduced operating costs in collaboration with United Good Neighbors. Your Community Foundation looks forward with confidence to 2013. In a special section of The Leader published last November, Anne Schneider, JCCF’s President from 2009 through 2011, urged greater collaboration among nonprofit agencies. “Going forward, organizations will need to work together to increase effectiveness and minimize duplicated activities and functions,” Anne wrote. “Those that are able to come together around a shared set of values and sense of purpose will make Jefferson County a better place to live and work.” In 2012, your Community Foundation has taken Anne’s message to heart by teaming up with United Good Neighbors. On May 1, JCCF and UGN began sharing executive leadership, administrative services, office space and other costs. Carla Caldwell, Executive Director of UGN since 2010, now also serves as Executive Director of JCCF, supported by Administrative Assistant Laura Souza. With operating costs significantly reduced thanks to the UGN collaboration, JCCF continues to concentrate on long-term fundraising and supporting nonprofits through grants from the foundation’s endowments and donor-advised funds. Total grants from JCCF funds exceeded $57,000 in 2011 and are on track to surpass that amount in 2012. There are many ways to sup- port JCCF. You can make a onetime gift or longer-term pledge to support the F o u n d a t i o n ’s operating expenses. You can establish a By Herb Cook donor-advised JCCF fund to support Board President nonprofit organizations. You can contribute to JCCF’s permanent Community Endowment. You can join a JCCF Giving Circle and pool your money with like-minded friends to support a single area of need. You can give to JCCF’s Fund for Women and Girls, or to one of the Foundation’s six scholarship funds. In these pages, you’ll find stories highlighting the accomplishments of both JCCF and UGN, plus a directory of Jefferson County nonprofits. You’ll also find envelopes just the right size for mailing your check or credit card information to the Jefferson County Community Foundation and United Good Neighbors. The theme of this publication is “Stronger Together,” and JCCF and UGN are undeniably stronger through collaboration. Even more important, all Jefferson County residents are stronger when we work together to share our time, talents and resources for the common good. Herb Cook is a retired editor and publisher who lives in Gardiner and is President of the Jefferson County Community Foundation Board of Directors. About this section Our focus this year is on collaboration and partnership. Jefferson County Community Foundation and United Good Neighbors of Jefferson County have teamed up to consolidate management and administration. Executive Director Carla Caldwell and Administrative Assistant Laura Souza now guide day-to-day operations for both JCCF and UGN. The basic missions of JCCF and UGN remain unchanged. JCCF continues to build long-term endowments, and to offer education and networking through the Nonprofit Alliance. UGN remains focused on raising and distributing the annual funds that are critical dvocacy: Protecting the Most Vulnerable. For 56 years, UGN has supported nonprofit programs that meet the most basic needs of people in our community: Emergency food and shelter. Preventive programs for young children. Safe environments for youth. Care for our low-income seniors. The need for these programs continues to grow, but so does our community’s determination to address them. We increased our goal by 20 percent in 2012 to $300,000 so we can meet these increasing needs. We are confident that Jefferson County residents will rise to the challenge. In April, 2012, the UGN Board of Directors entered into a collaboration with the Jefferson County Community Foundation (JCCF) to share executive and administrative staff and resources, and to work together to provide education and consultation to health and human service organizations. While UGN provides funding for immediate needs in the community, JCCF provides opportunities for longterm charitable investment through endowments, donor-advised funds and scholarship funds. We are two “branches” of the county’s funding tree. The UGN-JCCF collaboration makes good sense on several levels. Both organizations gain administrative efficiency, and the skills and community experience of Carla Caldwell, our executive director, and Laura Souza, administrative assistant and UGN campaign coordinator, are more fully utilized. More significant in the to the health of Jefferson County’s “safety net” organizations. In this special supplement to The Leader, you‘ll find profiles of many community volunteers and groups that make Jefferson County a great place to live. On pages 6 and 7, you’ll find a directory of more than 100 nonprofit organizations, all dedicated to improving our quality of life. You will learn how community endowment grants and UGN allocations are making a difference to local nonprofits, and the impact the giving circle grantmaking is having. You’ll find descriptions of JCCF’s scholarship funds, and UGN-supported programs of ECCHO and Habitat for Humanity. And we’ve included some tips for year-end tax planning, as well long term, cooperation is sure to be an example that ripples through the nonprofit community. By Debbie Reandeau As UGN UGN and JCCF Board President demonstrate that we are indeed “stronger together,” other organizations will be examining at their own opportunities for collaboration. Through UGN’s Annual Campaign, donors learn about the most urgent needs in our community and about which programs are most effectively meeting those needs. Volunteers discover opportunities to use their talents to improve the lives of fellow citizens. Health and human service leaders connect through an information and support network. By itself, UGN funding represents a relatively modest portion of the annual revenue of most organizations we support. But UGN— now in collaboration with JCCF’s Nonprofit Alliance—operates at the hub of an expanding circle of agencies and programs, all interconnected, each learning from the others. Advocacy, Accountability, Awareness: All possible because of your generosity! Debbie Reandeau is Employee Relations and Benefits Manager at Port Townsend Paper Corporation and is the President of the United Good Neighbors Board of Directors. as return envelopes for your support of JCCF and UGN. To find out more contact Executive Director, Carla Caldwell at 385-3797, or firstname.lastname@example.org. Finally, our thanks to the folks who have made this section possible. JCCF Founding Investors Scott Wilson and Jennifer James-Wilson, owners of The Leader, generously contributed editorial and layout assistance - thanks Sara Radka and Marian Roh. Prepress production and distribution costs, including inserting more than 7,000 copies in the November 28 issue of The Leader were generously funded by the supplement’s corporate sponsors, Allstate Insurance and Kitsap Bank. Stronger 4 Jefferson County Community Foundation & United Good Neighbors November 2012 What Goes Around Comes Around: From ECCHO Volunteer to ECCHO Client By Marge Luther I started as a volunteer driver and part-time relief helper for Ecumenical Christian Helping Hands Organization (ECHHO) in March, 2008. Sometimes it might be a drive from the low-income apartments in Port Hadlock to the Tri Area Food Bank, then back to the client’s home. Other times I drove patients from Port Townsend to Virginia Mason or Swedish Hospital in Seattle. On one trip I arranged free lodging for a breast cancer patient and myself so that we could get her to the hospital at 5:30 a.m. before her mastectomy. I stayed at the hospital until the client was out of surgery and recovery, then returned to my friend’s condo. On day three I picked up the patient and brought her home to Port Hadlock. I made numerous trips to Seattle, Bremerton and Sequim with two adorable Japanese sisters. One was 91 and the other was 89, as I recall, and neither could drive far. ECHHO Marge Luther took the older sister to medical appointments at Virginia Mason Hospital in Seattle and the Virginia Mason clinic in Winslow. Whenever we went through Poulsbo they would ask if I could stop at Central Market where they could shop for Japanese food items—and teach me how to eat sushi! A day on the road with these two darlings was a real treat. They shared their stories, from growing up on the family dairy farm in the Tri Area through Chimacum High School. They even had a positive attitude about their World War II internment in a camp for Japanese-Americans in Idaho, saying it got them away from their farm chores! Both sisters have now passed on, but the memories of the time I had with them will be with me for life. Now that I am having trouble standing and walking, ECHHO is a Godsend to me. ECHHO has loaned me medical equipment to help make my life easier and to allow me to stay in my home. Many seniors and disabled people are provided hospital beds, electric wheelchairs and scooters, regular wheelchairs, walkers, bathroom commodes, shower benches and crutches through ECHHO. UGN is a key source of funding for ECHHO’s services. I encourage people to support the UGN campaign. UGN Application and Allocation Process How does a nonprofit organization qualify for UGN Funding? Application Process The organization submits an application that includes information about its mission, numbers served, sources of income, projected budSafety Net components Adequate and healthy diet Adequate shelter Safe lifestyles (i.e., keeping people safe from domestic abuse) Physical and mental health (Poor physical and mental health are often major consequences of lack of healthy diet, adequate shelter, and safe lifestyles.) 2012 UGN Allocations Committee John Watts, Chair, Port Townsend City Attorney Jean Baldwin, Director, Jefferson County Public Health Dan Nasman, Retired Educator Rev. Karen Pierce, Deacon, St. Paul Episcopal Church Debbie Reandeau, Human Resources, Port Townsend Paper Corporation Joni Williams, Senior Advocate Staff: Carla Caldwell, Executive Director; Laura Souza, UGN Campaign Manager get, and outcomes from the previous year’s funding, if applicable. UGN funds specific programs, not organizations, so an agency may apply for funding for more than one program. to allocate the funding based on their collective evaluations. Programs are assigned a general category: Safety Net (i.e., emergency food, shelter and health programs); high preventative (i.e., early childhood education; after Evaluation of Application school programs for youth and teens); Questions for evaluation include: medium preventative (i.e., legal serDoes the program meet a safety vices for low-income people); and net need or does it provide services community services (i.e., access to that prevent the creation of those adult education). needs? If it is a new program, are there Follow-up When Questions Arise other adequate resources in place, in After the Allocations Committee addition to UGN funding, to ensure meets, if questions remain about a the effectiveness of the program? program, a committee member Does the program have a “track is assigned to do follow-up with record” of success? Does it have a the organization to get additional positive reputation in the community? information. A second Allocation Does the program provide direct Committee meeting is then scheduled services to Jefferson County resi- to complete the allocation process. dents? Do the program’s activities Report of Program Outcomes encourage partnerships with other When an organization reaporganizations in the county? plies for funding for the next year, it is required to explain Onsite Visits by Allocation the impact the program had durCommittee Members ing the previous year: Who was All new applicants receive served? What partnerships were an onsite visit from an Allocation created through the program’s Committee Member who then sub- activities? Can you relate a spemits a report to the committee. cific story about a client who was assisted as a result of UGN fundAllocation of Funds ing? What will you do differently The Allocation Committee meets this year? Bob and Jane Matthews received a new roof and window through the Habitat for Humanity NRI program. Habitat for Humanity’s Quilcene Neighborhood Revitalization Initiative - A new UGN Program L eaky roofs. Broken windows. Rotting siding. Many families in Quilcene are suffering from unhealthy and unsafe living conditions. Determined to expand Habitat for Humanity of East Jefferson County’s services to families in need, Habitat’s Board of Directors decided to pilot a new program, called the Neighborhood Revitalization Initiative (NRI). As an organization that funds basic services, United Good Neighbors saw how Habitat is helping low-income, senior and disabled families with the basic need of safe, decent shelter. In 2013, UGN is granting Habitat $6,000 to sponsor a home repair project in Quilcene thereby allowing a family to live long-term in a safer, healthier home. The goal of the NRI program is to help more families, increase partnership with residents and fellow nonprofits, and enhance the quality of life in Quilcene. With resident input, Habitat created a Critical Home Repair program that assists low-income homeowners with much-needed exterior repairs through a zero-percent loan and volunteer labor. Habitat completed its first home repair last spring, replacing a roof for a low-income, senior couple whose roof was leaking water onto their kitchen table. They glowed with gratitude when the work was done. If you know a Quilcene family in need of repairs or if you are interested in helping with repairs, please contact Habitat’s Volunteer Coordinator Melissa McSwain at email@example.com or (360) 379-2827. Building Futures with YMCA by Renae Reed W hat does being a mentor with the YMCA Building Futures Program mean to me? It means everything. Every week, I put aside my own worries and stress, and give of myself to an Renae Reed’s mentoree, Briana incredibly special little girl. We make jokes and laugh, draw funny pictures and play games, but we also discuss some very deep and real issues. We work on her homework and talk about school, and I do my best to impart knowledge about the world and what it means to be a good person. For that one hour, we are fully engaged with each other. Now we have gone beyond mentorship and have cultivated a very real, very close friendship. And I know that having an adult see something special in her – someone who is not her parent or teacher, an adult who just wants to offer her support and encouragement – means everything to her. And she means everything to me. Together 5 Jefferson County Community Foundation & United Good Neighbors November 2012 a group of friends enjoy the Victoria House tea, a fundraiser for UGN. Victoria House and First Federal team up to support UGN T eapot flower arrangements, dainty sandwiches, and fashions by Maricee’s and Bickie’s Cotton Casuals were the highlights of a fundraiser for United Good Neighbors sponsored by Victoria House Assisted Living and First Federal Bank on September 22. Residents of Victoria House, their family members, friends, and staff bid on the centerpieces and decorative handbags and the proceeds were donated to UGN. “We keep residents active here,” said Cheryl Torres, sales manager at Victoria House. “They want to continue contributing to the community, too.” Torres worked with Laurie Liske, First Federal branch manager, to bring their two staffs together in a fun event to support UGN. “This was so much fun,” Liske commented. “We want to do it again next year with even more participants.” Petals Flower Shop donated the flowers and created the centerpieces. Maricee’s and Bickie’s Cotton Casual fashions were modeled by Victoria House staff members. The partnership between Victoria House and First Federal continued with a UGN garage sale on September 29. Together, the two fundraising events raised over $500 for UGN. 2012 UGN-Funded Programs Emergency Services JC Mash (medical assistance uninsured) JC Aids Food Bank Olympic Community Action Programs (OlyCAP): • Emergency Shelter • Food Bank Distribution • Senior Nutrition • Emergency Services (Intake and referral) American Red Cross Dove House (domestic violence) Jefferson Mental Health Crisis Services COAST Winter Shelter St. Vincent de Paul Youth Services YMCA: • State Licensed Childcare • Building Futures Mentoring Program The Boiler Room Campfire Jumping Mouse Concerned Citizens Preschool Jefferson Teen Center Kiwanis Camp Seattle Children’s Hospital (support for Jefferson County families) Senior Services Catholic Community Services Volunteer Chore Services Ecumenical Christian Helping Hands Organization (ECHHO) Mental Health Jefferson Mental Health Harbor House Meals Jefferson Mental Health Crisis Services National Association of Mental Illness (NAMI) Support Group Left to right: Judy Blair, mike Blair, UGN Campaign Chairs; debbie reandeau, UGN Board President; John Cantlon, 2012 “Good Neighbor” award Winner; david King, Port townsend mayor. Other Community Services Jefferson Clallam Pro Bono Legal Services Clemente Course New Programs Qualified for Funding in 2013 Habitat for Humanity of East Jefferson County Quilcene Neighborhood Revitalization Program YMCA After the Bell Program (Port Townsend) YMCA After the Bell Program (Chimacum) Working Image day of Caring Volunteers were out in force for UGN’s Day of Caring on September 14. Over 70 people attended the morning kick-off event to see John Cantlon receive the UGN “Good Neighbor” Award for his work with St. Vincent de Paul. Then they fanned out to work sites, including Dove House, a Habitat for Humanity house, the Haines Street transitional housing, and the Haller Fountain City Park. The volunteers painted, pulled weeds, hammered nails, and planted trees. Thanks go to Port Ludlow Associates, the Boiler Room, Rotary Club of Port Townsend, and the Boeing Bluebills for helping UGN raise awareness of the importance of volunteerism in our community. Jefferson County Nonprofit Organizations Admiralty Audubon Society Initiates, promotes, assists and encourages the understanding and appreciation of nature and conservation of wildlife, wilderness, natural resources and natural beauty Debbie Jahnke ..............360 531-3415 admiratlityaudubon.org American Association of University Women (AAUW) Advances equality for women and girls through advocacy, education, philanthropy and research. Mary Weeding..............360 385-9986 American Legion Marvin G. Shields Post 26 Providing help to veterans Joe Carrey .....................360 379-1839 American Red Cross The American Red Cross shelters, feeds and provides emotional support to victims of disasters; supplies nearly half of the nations’ blood; teaches lifesaving skills, provides international humanitarian aid; and supports military members and their families. Michelle Kelley .............360 457-7933 redcross.org/olympic-peninsula Boiler Room The Boiler Room supports the creative expression and activities of youth and the young at heart in a safe environment free from drugs, alcohol and tobacco. The Boiler Room empowers individuals to build and sustain a healthy and diverse community with focus on service, positive skill development, mutual growth and the arts. .......................................360 379-8247 ptbr.org Brinnon Volunteer Fire Department Women’s Auxiliary Purchasing equipment for the volunteer fire department. Evelyn Cemper .............360 796-3432 Camp Beausite Northwest Provide educational, therapeutic and recreational activities to individuals with medical and developmental disabilities and terminally ill children in a residential summer camp program. Jim Ott...........................360 732-7222 kiwaniscamp.com Center Valley Animal Rescue Rehabilitates domestic and farm animals with the goal of adoption to a permanent home. Sara Penhallegon..........360 765-0598 firstname.lastname@example.org Centrum Foundation Welcomes artists of all ages for workshops, performances and artist residencies. John MacElwee ............360 385-3102 frontdesk@Centrum.org COAST Winter shelter for homeless This program provides emergency shelter and meals for single adults during the winter months. Karen Riel......................360 796-0420 email@example.com ECHHO Collaborates to provide services to persons who are elderly, disabled or of limited means. Ken Dane ......................360 379-3246 firstname.lastname@example.org College Planning Network Assists in college selection, admission, financial and scholarship processes. Douglas Breithaupt ......360 385-9515 email@example.com Edensaw Community Cancer Foundation Raises and distributes funds to residents of Jefferson County who are struggling financially due to the costs associated with the cancer treatments they are having. Jim Ferris.......................360 385-7878 firstname.lastname@example.org Combat Verterans International Provides assistance to veterans and their families. Don Itterley...................360 385-0548 combat verterans.com Combatant Craft of America Preserves, maintains, and brings up to operating conditions military vessels and shares their military history. Dan Withers .................360 437-0125 Community Chorus of Port Townsend & East Jefferson County Educational, artistic, recreational organization which provides concerts. Pam Clise ......................360 385-1224 PT Chorus.org Community Enterprise Alliance Provides education and philanthropy. Vicki Tallarico ................360 437-8140 email@example.com Consumer Credit and Debt Counseling Services Provides consumer credit and debt counseling services. Laura Piper....................360 385-0555 firstname.lastname@example.org Copper Canyon Press Publisher of poetry, fosters the work of emerging, established and worldrenowed poets Joseph Roberts .............360 385-4925 email@example.com Daughters of the British Empire English Rose-Chapter Supports local charity and nursing home in CA Mary Ann Bitter ...........360 437-7647 Disability Awreness Starts Here (DASH) Provides education and advocacy for improving accessibility to public and private places in Jefferson County. firstname.lastname@example.org Dove House Provides free crisis intervention and advocacy to victims of domestic and sexual violence. Beulah Kingsolver.........360 385-5292 email@example.com Friends of Chimacum Schools Education Foundation Provides resources (beyond the budget) for Chimacum students within the classroom. Karen Newman ............360 379-4977 csd49.org Friends of Fort Flagler Restoring, preserving and protecting historical Fort Flagler. Janie McMahn..............360 385-3701 Friends of Fort Townsend Benefits, supports and promotes Fort Townsend State Park. Nancy Steinberg ...........360 385-2998 firstname.lastname@example.org Friends of Fort Worden State Park Providing financial and volunteer support for park programs and improvements. Rick Sepler ....................360 344-4459 Friends of Kah Tai Educating the community and local governments of the environmental value of and to promote protection of Kah Tai Lagoon Nature Park. Friends of the Jefferson County Library Lends support by funding programs and purchasing items that the library could not otherwise afford. .......................................360 385-6544 Friends of Jefferson County Parks & Recreation Promote and support programs. Jane Storm....................360 385-2291 Friends of the Port Townsend Public Library Provide servies, programs and materials for the library that are beyond the means of the City budget. Geralynn Rackowski .....360 385-1206 Habitat for Humanity of Jefferson County Builds simple, decent houses in partnership with people in need. Jamie Maciejewski .......360 379-2827 habitatejc.org Homeward Bound Community Land Trust We provide permanently affordable home ownership opportunities for the communities of Jefferson and Clallam counties. Melinda Szatlocky ........360 565-2068 homewardboundclt.org Hospice Foundation of Jefferson County To educate our communities about the value and benefits of hospice services and to raise friends and funds and support end life services provided by hospice of Jefferson health care. Michael Kubec..............360 385-2041 HFJHC.org Humane Society of Jefferson County Aids, supports and assists the Jefferson County Animal Shelter and promotes the wellbeing and humane treatment of animals. .......................................360 385-3292 jeffersoncountyhumanesociety.org JC Mash To facilitate access to primary medical care and prescriptions for Jefferson County residents by providing free medical needs assessments, guidance and advocacy. Joan Cole ......................360 385-4268 jcmash.com Jefferson Aids Service To bring hope to the lives of those living and affected by HIV/Aids in Jefferson County Washington. Al Hernandez ................360 765-0700 jeffersonaidsservices.org Jefferson Clemente Foundation Collaborate to develop educational Programs (The Jefferson Clemente Course in the Humanities) and resources for hard to serve populations. Lela Hilton.....................360 732-0007 jeffersonclemente.org Jefferson County Community Foundation Promotes philanthropy and builds the capacity of local nonprofits. Carla Caldwell ...............360 385-1729 jccfgives.org Jefferson Community School Jefferson Community School is a notfor-profit independent school that provides educational opportunities for all families on the Olympic Peninsula based on the principles of experiential and expeditionary learning, and individual care for each student in a respectful community environment. Lisa Iverson ...................360 385-0622 jeffersoncommunityschool.com Jefferson County Chamber of Commerce Focus on building business and community. Theresa Verraes............360 385-7869 jeffcountychamber.org Jefferson County Family YMCA Enhancing the lives of all people within the county through programs designed to develop spirit, mind and body. Erica Delma...................360 385-5811 jeffersoncountyymca.org Jefferson County Farmers Markets Support the development of local sustainable farming by cultivating a vibrant farmers market that serves as a community gathering place celebrating local farmers, food producers and artisans and provides access to healthy food for our community Will O’Donnell ..............360 379-9098 jeffersoncountyfarmers.com Jefferson County Food Bank Association Open 1 day/week to provide food for those in need. Phil Flynn ......................360 385-6321 Jefferson County Historical Society Actively discovers, collects, perserves and promotes the heritage of Jefferson County. Bill Tennant ...................360 385-1003 jchsmuseum.org Jefferson County Master Gardener Enhancing and supplementing the community educational efforts of the WSU Master Gardener Program. ..............................360 379-5610 x211 mg.jefferson.wsu.edu Jefferson County Public Health To protect the health of all Jefferson County residents by promoting safe, healthy communities and environment. Jean Baldwin ................360 385-9400 jeffersoncountypublichealth.org Jefferson County Sheriff’s Foundation The Sheriff Foundation supports the Sheriff’s dept., promotes community awareness and fundraises for special equipment for the sheriff’s dept. Dennis Cowan & Janet Mizuguchi .......360 301-0435 jeffersonsheriff.com Jefferson Equestrian Association Dedicated to developing an equestrian facility for educational, recreational and competitive activities for all equestrian disciplines serving youth and adults locally and regionally. Kim Hunt.......................360 379-0507 jeffersonequestrian.org Jefferson Dedicate working County. Sarah Sp saveland Jefferson Provides Jefferson Tanya Fu jefferson Jefferson Dedicate public ed Olympic Robert F jsar-wa.o Jefferson After sch Chimacu Kate Pike Jumping Providin therapy Kris Beck jumping Jung Soc Sponsor groups, psycholo to light m general John Wo junginpt Kelly Art Exhibits .............. thedeco Key City Fosters a entertain commun assessab Denise W keycityp La Leche Provides support women Anna .... llli.org Literacy Coordina literacy. Alta Craw jeffcolite Look Bo Provide and edu people s Lizanne netskills Marrow Philanth Marrow Rick Kirk crkirkwo (no web space, efferson 79-9501 ices es to all ages. 21 X122 nd f the 79-0117 Ext 365 enter health s needs. 79-5109 nd ussion e the ought e 85-3622 79-9030 at e our an re. 79-0195 on, to ed. 83-8073 County ance 79-4716 com ulum p e world. 21-9688 ion 79-3458 National Alliance on Mental Illness Provides support groups, education and advocacy for people living with mental illness their family members and friends and mentally ill children and adolencentss and their parents and caretakers. Elaine Nelson.................360 379-9949 namijeffcowa.org New Old Time Chautauqua Build a community through laughter, entertainment and education. .......................................360 499-2149 chautauqua.org Nordland Garden Club Increasing knowledge of horticulture, promoting conservation of resources, gardening and gardening skills; protecting native trees, plants and birds. Judy Jurden...................360 385-9704 nordlandgardenclub.com North Olympic Salmon Coalition Provides funding, guidance, technical assistance and ongoing support for salmon habitat restoration and enhancement. Rebecca Benjamin.........360 379-8051 nnosc.org Northwest Maritime Center & Wooden Boat Foundation To engage and educate people of all generations in traditional and contemporary maritime life, in a spirit of adventure and discovery. Jake Beattie...................360 385-3628 nwmaritime.org Northwest Natural Resource Group Promoting a sustainable environmentally sound economy for multiple generations Dan Stonington.............260 971-3709 nnrg.org Olympic Comminity Action Programs (OlyCap) Strengthening the community by providing supportive services that help peple to help themselves. Janet Anderson.............360 385-2571 olycap.org Port Townsend Community Orchestra Musicians who volunteer to play together each week to provide four seasonal concerts. Lesa Barnes....................360-643-3215 porttownsendorchestra.org Olympic Environmental Council Educating about and protecting the Olympic Peninsula environmental resources. home.olympus.net Port Townsend Cooperative Playschool Creative play and social interaction for children while offering their parents early childhood education. .......................................360 385-4605 pc.ctc.edu Olympic Mountain Pet Pals Provides financial assistance to qualified applicants for spay/neuter of pet cats and dogs and farrel cats for Jefferson County residents only. Phyllis Becker.................360 437-9085 ompetpals.org Olympic Music Festival Concerts provided with the intention of making chamber music more accessible. Alan Iglitzin....................360 732-4800 olympicmusicfestival.org Olympic Peninsula Mycological Society Dedicated to learning about and enjoying wild mushrooms and their environments. Lowell Dietz..................360- 670-3798 olymushrooms.org Organic Seed Alliance Organic Seed Alliance advances the ethical development and stewardship of the genetic resources of agricultural seed. We accomplish our goals through collaborative education, advisory services, and research programs with organic farmers and other seed professionals. Micaela Colley...............360 385-7192 seedalliance.org Northwest School of Wooden Boat Building To teach and preserve the skills and crafts associated with fine wooden boat building and other traditional maritime arts. Peter Leenhouts............360 385-4948 nwboatschool.org Point Wilson Sail and Power Squadron Promote boating safety through education and free vessel safety checks. Linda Newland..............360 437-9350 pointwilson.org Northwest Watershed Institute Provides scientific and technical support to protect and restore fish and wildlife habitats and watershed ecosystems. Peter Bahis.....................360 385-6786 Port Ludlow Fire Fighters Association Supports services provided by Jefferson County Fire District #3 and other agencies. Kurt Vaness....................360 437-2236 plfr.org Northwind Arts Alliance Dedicated to promoting the arts in the region. Jeannet Best .................360 379-1086 northwindarts.org Port Townsend Aero Museum The aero museum connects yesterday, today, and tomorrow through education, restoration, operation, and interpretation of classic and antique aircraft. Jerry Thuotte.................360 379-5244 ptaeromuseum.com Olympic Area Agency on Aging Helping elderly individuals and persons with disabilities. Roy B. Walker................360 379-5064 o3A.org Olympic Chapter of the Washington Native Plant Society Appreciate, conserve and study native plants. Sharon Schlentner.........360 379-9810 wnps.org Port Townsend Art Guild Arrange art fairs. Donna Harding..............360 379-3813 porttownsendartsguild.org Port Townsend Education Foundation Raising funds that support public education and enhance academic achievement. Nik Lance.......................360 379-4897 pteducationfoundation.org Port Townsend Film Institute Deepens media literacy through independent film festivals, curriculum content for schools in our region and guest lecturers from the industry throughout the year. Jeannette Force.............360 379-1333 ptfilmfest.com Port Townsend Main Street Program Committed to the preservation and economic vitality of the historic business districts while maintaining our small town quality of life Mari Mullen . ................360 385-7911 ptmainstreet.org Port Townsend Marine Science Center To inspire conservation of the Salish Sea Anne Murphy................360 385-5582 ptmsc.org Port Townsend Peace Movement Pursues activities which bring about peace and justice in our world. Doug Milholland............360 385-6525 ptforpeace.org Port Townsend Pulbic Library Supplements the Libraryâ€™s tax-based support. .......................................360 385-3181 cityofpt.us/library Port Townsend Sailing Association Promoting sailing and racing on Port Townsend Bay. Karl Bach........................360 385-3658 ptsail.org Port Townsend Summer Time Band Provides band music reminiscent of a hundred years ago during the summer. Karl Bach........................360 385-3658 Pregnancy and Family Resource Services of Jefferson County Meeting the spiritual, social and physical needs of pregnant women and local families. Kris Shapiro....................360 390-4467 pregnancyandfamilyresources.org Puget Sound Anglers of East Jefferson Chapter Dedicated to perserving protecting and enhancing the sport fisheries of Washington State. Dennis Broderson.........360 379-8310 Quilcene Fair and Parade Association Celebrating Quildene without cost to its residents or visitors. Bruce Munn...................360 765-6463 quilcenefair.com Sound Experience Sails the historic schooner Adventuress to educate, inspire, and empower for the furture of our marine environment. Catherine Collins...........360 379-0438 soundexp.org Sunfield Farm and School Provides programs in education and sustainable land stewardship. Jake Meyer....................360 385-3658 sunfieldfarm.org Quilcene Historical Museum To preserve the past history of the local area for future generations. Mari ..............................360 765-4848 quilcenemuseum.org Swan School Academic excellence aligned with creativity and personal expression. Russell Yates..................360 385-7340 swanschool.net Quilcene-Brinnon Dollars for Scholars Providing and managing scholarship opportunities for post secondary education to members of our community. (Quilcene and Brinnon) Jim Hodgson..................360 316-1131 quilcene-brinnon.dollarsforscholars.org 10,000 Years Institute Promote sustainable land use practices and ecosystem services through education and advocacy. Jill Silver.........................360 385-0715 10000yearsinstitute.org Radio Port Townsend KPTZ Provides community broard bases inclusive radio that reflects a wide range of perspectives and ideas. .......................................360 379-6886 kptz.org The Arc of Kitsap & Jefferson County The Arc facilitates enrichment and educational activities fo adults with developmental disabilities to combat isolation and enhance their community praticipation. Jenell DeMatteo............360 377-3473 Jenell@arckj.org Rainshadow Chorale Chamber choir of select local singers devoted to classical choral repertoire. Karen Barrows...............360 379-3718 rainshadowchorale.org The International Feline Foundation Support medical research into medical problems affecting cats. Steven Savant................... None Listed theinternationalfelinefoundation.com Rat Island Rowing and Sculling Club Provides opportunities for youth and adults to learn and improve sweep and scull rowing skills, preserve and celebrate the legacy of traditional wooden racing shells. Linda Johnson................360 385-4533 ratislandrowing.citymax.com The Paradise Theatre School Professional education and performance for a discerning audience. Van Beuzekom...............360 643-3493 theparadisetheatreschool.org Schooner Martha Foundaton Provides sail training and educatioanl opportunities concerning maritime history and maintains and operates the schooner Martha. Robert dâ€™Arcy or Holly Kays...........206 310-8573 schoonermartha.org Skookum Education Programs Creating opportunities for people with disabilities. .......................................360 385-4980 skookum.org Society of St. Vincent De Paul Offers emergency assistance to those in need on a person-to-person basis. UGN funds are used primarily for housing and utility assistance. John Hollister.................360-316-1011 jeffersonsvdp.org/ Songwriting Works Educational Foundation Restore health and community through song. Judith -Kate Friedman...360 385-1160 songwritingworks.org The Puget Sound Coast Arillery Museum Preserving and interpreting coast artillery history. Alfred Chiswell...............360 385-0373 pscoastartillerymuseum.org United Good Neighbors of Jefferson County Raise and distribute funds for social and health services organizations in Jefferson County Carla Caldwell................360 385-3797 weareugn.org Victorian Society in America Northwest Chapter Committed to historic preservation, protection, education, and enjoyment of our nineteenth century heritage. Nina Dortch...................360 379-2847 victoriansociety-northwest.org Working Image Provides appropriate clothing to individuals in need, in order to promote confidence, gain employment and encourage selfsufficiency. Zoe Ann Dudley.............360 385-0300 email@example.com Stronger 8 Jefferson County Community Foundation & United Good Neighbors November 2012 United Good Neighbors: Three Words, Many Meanings and toddlers were able to thrive. Jefferson County YMCA provided 250 children with after-school childThink for a minute about the words care and currently has 75 students in UGN’s name. Yes, we are United in and athletes enrolled in the After the trying to be Good Neighbors Bell program at Blue Heron to all in Jefferson County. Middle School, a safe and But the first two words also healthy place for students. mean we are United for Good, If we are United for Good, and indeed there are plentiful we are also dedicated to being examples of the Good that Good Neighbors. Being a UGN continues to bring to Debbie Neighbor is about more than Jefferson County. mere physical proximity; Reandeau Consider the Good proit means being a friend, a vided by JC MASH to 454 partner, a supporter, one who people who received emerwalks alongside another. gency medical evaluations, UGN has set a goal of assistance and referrals, fund$300,000 for the 2012 camed in part through contribupaign. As Good Neighbors, tions to UGN. Or consider it’s our responsibility to be how much Good was received United as we step up and by the 582 adults and children address those needs through who, all victims of domestic Kim our donations, small or violence, who received emer- Hammers large. It is a simple equation: gency shelter and counseling United + Good + Neighbors services from DOVE House. = Giving from the Heart. We More Good examples: 280 are United Good Neighbors. seniors and disabled people received help with home Debbie Reandeau is maintenance and yard care Employee Relations and from Catholic Community Benefits Manager at Port Service. Jumping Mouse Townsend Paper Corp. and provided 81 children and their Rev. Karen President of the UGN Board parents with valuable men- Pierce of Directors. Kim Hammers tal health therapy. ECCHO is coordinator of the Jefferson served 898 people with medical equip- County YMCA Building Futures ment and rides to doctor appoint- Program and Vice President of the ments. UGN Board. The Rev. Karen Pierce Concerned Citizens reached out is Deacon of St. Paul’s Episcopal to 27 families who received in-home Church in Port Townsend and a UGN assistance to ensure that their babies Board Member. By Debbie Reandeau, Kim Hammers and Rev. Karen Pierce PT Paper & Jefferson Healthcare: Key contributors Port Townsend Paper Corporation and Jefferson Health Care are gearing up to participate in UGN’s annual campaign. “We’re going to have a healthy competition”, said Roger Loney, the mill’s CEO. For many years, the mill has been the largest contributor to UGN. Last year, mill employees donated $18,000 and the Mike Glenn Roger Loney mill added an additional $10,000. This year, Jefferson Healthcare has set a goal of $40,000 for their employee campaign and has challenged the mill to match that goal. Mike Glenn, Jefferson Healthcare CEO, commented, “As the needs of our community increase, support for the UGN campaign becomes more vital. Please join Jefferson Healthcare and Port Townsend Paper Corporation employees and give to the 2012 UGN campaign.” JCCF’s Nonprofit Alliance: Teaching, Sharing, Training Most small community foundations focus exclusively on raising funds and making grants, and indeed those core activities are central to the Jefferson County Community Foundation. But since JCCF was established in 2005, education and training for nonprofit organizations have also played important roles in the work of the foundation. The Jefferson County Nonprofit Alliance was initially funded by the Satterberg Foundation and the Medina Foundation to develop programs to help nonprofits move toward long-term sustainability. A grant from Philanthropy Northwest enabled JCCF and United Good Neighbors to collaborate on capacitybuilding programs for nonprofits in 2011 and 2012. Dozens of workshops, leadership training and networking sessions have encouraged cooperation and exchange of ideas among nonprofits, as well as promoting promising practices. Topics have ranged from how to use social networking tools such as Facebook and Twitter to enhance communication, to “best practices” in financial reporting and facilitating dynamic meetings. In 2012 the Nonprofit Alliance has instituted Alliance Breakfast Conversations: The ABC’s of Nonprofit Management and Development. “We thought it was time for a change in our monthly education series format to reflect the needs and challenges that nonprofit organizations are facing today,” says JCCF Executive Director Carla Caldwell. “We asked the nonprofits what they needed, and we developed the new series around their feedback.” JCCF’s annual Grantmaker’s Forum is another example of how the Nonprofit Alliance helps to strengthen local nonprofit capacity. A panel of experienced grantmakers reviews each application for a grant from JCCF’s Community Endowment at a session that includes staff and board members from all the applicant organizations. Before selecting the grant recipients, panelists discuss the merits of each application and make constructive suggestions for improved grantwriting. At the 2012 Grantmaker’s Forum, Centrum and Key City Players each received a $3,000 grant to help devel- op capacity-building plans for their boards of directors. The Nonprofit Alliance will be soliciting proposals for 2013 grants early next spring. Here’s the schedule of upcoming Alliance Breakfast conversations. Alliance membership costs $45 annually for a nonprofit organization. april 4, 2013 What Donors Wish Nonprofit Leaders Knew About Them A panel of philanthropists will talk about what motivates them to give, how they evaluate an organization’s effectiveness, and how they wish to be acknowledged for their contributions. Alliance Breakfast Conversations May 9, 2013 Grant Makers’ Forum A panel of foundation program officers will evaluate and share their observations about the grant applications for the 2013 JCCF Community Endowment Fund Grant, “Partnering for Impact”, and will announce the recipient(s). (To be held at St. Paul’s Episcopal Church) email firstname.lastname@example.org to RSVP for workshops. For nonprofit board members, staff and volunteers jan. 17, 2013 Facilitating Effective and Dynamic Meetings Speaker: Carla Caldwell, Executive Director, Jefferson Community Foundation and United Good Neighbors of Jefferson County Even using Roberts Rules of Order does not guarantee that a meeting will go well. What about the person who dominates the conversation? People who never speak? Some participants’ hidden agendas? How do you get through an agenda without making people feel rushed? When should a group reach consensus and when is a simple majority vote sufficient? Send your other questions and concerns to JCCF in advance so they can be addressed during the session. Feb. 28, 2013 Preparing for the JCCF Spring Grant Maker’s Forum: “Partnering for Impact” Speaker: Carla Caldwell, Executive Director, Jefferson County Community Foundation and United Good Neighbors of Jefferson County and guest funder. We will review the Request for Proposal for the 2013 Community Endowment Grant, which will be awarded in May, 2013. 1) With what other organization do you already have a natural partnership? How might your missions support each other? For what specific project might your two organizations apply for funding? 2) How do you provide a funder the information they are really seeking from you? What are the elements of an effective cover letter? What kind of “story telling is effective and appropriate? What type of financial information is most helpful to funders? For more information, contact JCCF Executive Director Carla Caldwell (email@example.com.) Mike and Judy Blair UGN’s Campaign Chairs B oth Mike and Judy Blair know first hand the impact that UGN partner agencies have in the community. Mike Blair was most recently the Superintendent of the Chimacum School District (2003-2010), and has been a Past President and Board Member of UGN, as well as the East Jefferson County Rotary. He has served as a Red Cross Volunteer Substance Abuse Advisory Council Board Member, and among many honors, received the Hearts of Service Award. Judy Blair has assisted victims of Hurricanes Ivan and Katrina as a Red Cross Volunteer, and served as Past President and Board member of the Port Townsend AAUW. She was a Named Gift Honoree for the AAUW Advisory Council. Together 9 Jefferson County Community Foundation & United Good Neighbors November 2012 Fund for Women and Girls 2012 Grant to Address Basic Needs BARBARA MARSEILLE ENDOWED ARTS SCHOLARSHIP Left to right, front row: Tim Caldwell, Don Wright; second row: Jim Rozanski, Bill Brown, Richard Wojt, David Brader, Kathie Arnold, Marianne Walters (behind David), Joan Williams, Chuck Henry and Bob Sokol. Sunrise Rotary raises $30,000 for Tech Trades Scholarship and JCCF has given over 1,200 students easy access to the SAT. Soon it will provide scholarships Just a few years ago, stu- to local young people seeking dents from Jefferson County training and education in technihad to drive to Port Angeles or cal trades. Clearly, that’s benefiBremerton to take the Scholastic cial to all concerned. Aptitude Test (SAT) for colTim Caldwell is a former lege entrance. Not anymore. Port Townsend Sunrise Rotary Director of the Jefferson County members proctor the test seven Community Foundation, a memtimes a year at Port Townsend ber of Sunrise Rotary and an High School, saving hundreds active supporter of the Technical of students the added stress of Trades Endowed Scholarship. traveling out of the community. In addition to making life easier for students, the Rotarians have Frank D’Amore turned their test proctoring into a fundraising activity to grow the Culinary Arts Endowed Jefferson County Community Scholarship Established Foundation Technical Trades The Frank Endowed Scholarship. Every D ’ A m o r e proctor is paid $95 by the SAT testE n d o w e d ing organization for each proctorCulinary Arts ing day, and the Rotarians donate Scholarship was their stipends to the scholarship established by fund. To date, they have raised his long- time $30,000 and hope to see the first partner Linda scholarship awarded through JCCF Yakush to honor Frank D’Amore in 2013. Frank’s love of “Our fundraising for the baking, his conscholarship fund reflects the tribution to the community, and Rotary Four Way Test,” says to assure that future generations David Brader, chair of the will have the opportunity to learn Technical Trades Scholarship artistry baking. Frank died on Committee: Is it the truth? Is August 8, 2012 at age 60. it fair to all concerned? Will it build goodwill and better friendDonations to the scholarship ships? Will it be beneficial to all can be sent to JCCF, 219-A West concerned? Patison, Port Hadlock, WA 98339. Sunrise Rotary’s partnership with Port Townsend High School By Tim Caldwell Barbara Marseille and her husband, Don, moved to Port Townsend in 1989. Barbara was a vital force behind the restoration of the landmark Port Townsend City Hall building. She also played a key role in the restoration of the Pink House, Fire Bell Tower, Rothschild House Museum, and Rose Theater. Don Marseille established the Barbara Marseille Endowed Arts Scholarship in honor of his wife, who passed away in 2008. Any Jefferson County resident pursuing interior design, architecture, fine arts or other art related educational pursuits is eligible to apply. 2012 Scholarship Winner: Rebecca Plant: $500 Rebecca is a graduate of Port Townsend High School and Seattle University where she earned Bachelor of Arts Degrees in English and Theatre Performance. Rebecca volunteered for four years at the Boiler Room and currently is a volunteer at the Seattle Children’s Theater. Her goal now is to obtain a Master in Fine Arts from Seattle University. “I would like to combine my interests of working with youth, education and the arts,” Rebecca says. 2012 Scholarship Winner: Chloe Aldrich: $250 Chloe will attend Evergreen College this fall to begin a program of interdisciplinary study. Chloe graduated from Chimacum High School in 2011. She was a volunteer instructor in the Northwest Maritime Center’s Messing About in Boats Program for younger children and volunteered for several summers with her family at the Wooden Boat Festival. DEB JOHNSON ENDOWED SCHOLARSHIP FUND The Deb Johnson Endowed Scholarship Fund was established by Craig Johnson in memory of his late wife Deb’s contributions and commitment to education for young people in Jefferson County. The scholarship is awarded to students who are well-rounded, who participate in the community, who play varsity Chloe Aldrich and Kiley Maag, scholarship winners level sports and have a grade point of 2.5 or higher. The scholarship is available to both girls and boys in their junior or senior year at Chimacum, Port Townsend or Quilcene High School who plan to attend in-state public or private post-secondary schools. 2012 Scholarship Winner: Chloe Aldrich: $500 Chloe is also a winner of the Barbara Marseille Scholarship. 2012 Scholarship Winner: Kiley Maag: $500 Kiley is a 2012 graduate of Port Townsend High School and is now a freshman at Washington State University. Her community volunteer experience during high school included four years of helping teach ballet at the O’Meara Dance Studio, two years as a mentor for the YMCA Building Futures Program, and coaching Jefferson County Rec basketball teams of 4th and 5th graders. Kiley played basketball for Port Townsend High School for four years and was captain of the team her senior year. She plans to major in Sports Management, a relatively new degree program at WSU. The Fund for Women and Girls will award a $2,500 grant to an organization that submits the most compelling proposal to help women and girls in Jefferson County access emergency food and shelter, transitional living, affordable housing, or development of basic financial skills. Attendees at the Fund’s Annual Soiree in March voted on this year’s funding category. The Fund for Women and Girls’ Grant Committee and the JCCF Executive Director will review the grant proposals and make a recommendation to the JCCF Board of Directors by the end of December. Centrum & Key City awarded Grants at 2012 Forum Centrum and Key City Public Theatre were awarded $3,000 grants at the 6th Annual Grantmaker’s Forum in May, 2012. The grants, from Jefferson County Community Foundation’s Community Endowment, were selected from eight proposals reviewed by a panel of professional grantmakers. Panelists were Carolyn Wall, Program Officer of Medina Foundation, Suzanne Lagoni, consultant to the Foraker Group in Alaska and former Arco grantmaker, and Claire Bishop, consultant to the Seattle Foundation and former Safeco grantmaker who now manages funds targeted toward Clallam and Kitsap Counties. Total JCCF Grants and Scholarships Awarded 2012 Scholarships Barbara Marseille Endowed Arts Scholarship....................................... $ 750 Deb Johnson Endowed Scholarship..................................................... $1,000 Grants Community Endowment...................................................................... $6,000 Donor Advised Funds Disbursements................................................ $46,250 Total Scholarships and Grants Awarded (Through September 30, 2012)................................................................ $54,000 Stronger 10 Jefferson County Community Foundation & United Good Neighbors November 2012 JCCF is here to assist our smallest nonprofits as well as our most sophisticated philanthropic donors. The success of our community will depend on our ability to collaborate and cooperate for a sustainable future for both social and environmental issues in our community. Karen Nichols, JCCF Board Member Gifting the Future Giving Circle members: back row, from left, Gigi Callaizakis, Carla Main, consultant Kris Mayer, Sue Conklin; front row: Katy Friedel, Susie Learned, and Janette Force. Missing are Martha Trolin, Sonchen Patton and Pam Dionne. The group awarded $9,000 to the Port Townsend Marine Science Center in 2012. Interested in Joining a Giving Circle? If you’d like to see more impact from your charitable giving—and join forces with others who share your philanthropic goals—consider joining a Giving Circle sponsored by the Jefferson County Community Foundation. Since 2008, two JCCF Giving Circles, Women Who Care and Gifting the Future, have granted nearly $70,000 to support specific programs at local nonprofits. Recipients have included the Port Townsend Marine Science Center, the Port Townsend Public Library, Jumping Mouse Children’s Center, Habitat for Humanity of East Jefferson County, the Jefferson County Department of Public Health Visiting Nurses Program, Grant Street Elementary School’s Breakfast Program and Chimacum Corner’s Community Education Project. Unite with like-minded people who want to pool their charitable resources to address the needs of our community. With administrative support from the JCCF staff, Giving Circle members will: • Get acquainted with 8 or 9 other people who share their passion for philanthropy. • Agree to contribute an agreed-upon amount of money for a one, two or three years period to create a pooled fund for making grants. • Identify a common area of interest. • Research local needs and potential solutions for the area of interest. • Invite organizations to apply for a Giving Circle grant. • Review grant proposals. • Make grant recommendations to the JCCF Board of Directors. • Evaluate the impact of the Giving Circle’s grants. If you are interested in being part of a Giving Circle, contact Carla Caldwell, JCCF Executive Director: Carla@jccfgives.org. Charitable Opportunities to Offset Higher Taxes T of current tax law and suphe year 2013 will likeport your favorite charitable ly see major efforts to causes. revise the U.S. Tax Code and Even if you haven’t to confront the ever-growing identified charities that national debt. One way or you’d like to support, it’s another, tax rates are likely to easy to donate appreciincrease, and many cherished ated securities to a Donor tax deductions—for mortgage Advised Fund through interest and charitable donations, among others—appear By Doug Van Allen the Jefferson County CFP® Community Foundation. to be at risk. Contributing to a DAF Also at risk, for those who’ve accumulated substantial assets, allows a donor to take advantage of is the ability to pass those assets along the tax deduction now and decide later to the next generation. The federal where to direct the funds. A recent example: Mary (not her Estate Tax is set to increase to levels not seen since the 1990s. The net result real name), 66 years old, inherited some of these changes is that taxes likely will Exxon stock many years ago from her be increasing for most of us, either in grandmother. Over time, Exxon had grown to be the largest position in her 2013 or when we die. Fortunately, there are ways to elim- portfolio. Her advisor suggested that inate or reduce the impact of increasing she sell a significant number of shares taxes, if you act swiftly. One of the in 2012 because of the possibility that more obvious opportunities, especially capital gains tax rates could be higher in light of the recent run-up in the stock in 2013. Mary was inclined to sell and bond markets, is to make a chari- anyway because she wanted to more table gift of appreciated securities. By closely align her investments with her donating these assets, you’ll be able to socially responsible guidelines. The problem was that the capital take a charitable deduction for the full value of the holding and avoid paying gain on a sale would have put her in any capital gains tax. It’s a great way a higher tax bracket and increased her to rebalance a portfolio, take advantage Medicare premiums for the next two years. The solution was to sell some shares and contribute the rest (worth about $75,000) to a DAF. By working with her advisors, Mary was able to save about $9,450 in taxes, remain in her current tax bracket, avoid a Medicare premium increase, and set aside money to fund causes she was already supporting. Another strategy, for those who are 70½ or older and haven’t yet taken their 2012 Required Minimum Distribution (RMD) from an IRA or other retirement plan, is to direct the plan custodian to make the distribution directly to a charity. The distribution will be counted as taxable income, but the donor may also be eligible to get a charitable deduction. This article is intended to stimulate thoughts about charitable gifting and possible tax benefits and is not intended as tax advice. Please consult the appropriate financial, tax and legal professionals for further guidance. Doug Van Allen CFP® is a financial planning professional with offices in Port Townsend and Portland. He is the current treasurer of JCCF and Chair of the JCCF Jefferson Legacy Society. Paying the Bills: Why Operating Funds Matter By Herb Cook President, JCCF Here’s the thing: funds and programs don’t build themselves. It takes a lot of labor—volunteer and staff—to stitch together the annual Wearable Art Show fundraiser for JCCF’s Fund for Women and Girls; to organize and assist a new Giving Circle; to administer grants from donor advised funds and the Jefferson County Community Endowment; to work with prospective donors as they decide how best to invest in Jefferson County’s future. Just keeping the lights on and paying the bills for accounting services, telephone lines and office supplies runs up a significant tab. To help cover operating costs, JCCF receives a small management fee—less than one percent—from the foundation’s invested funds. And on May 1, 2012, JCCF began sharing staff services, administrative costs and office space with UGN, a collaboration that is realizing significant savings for both organizations. Because JCCF’s assets are modest—about $1.25 million— investment management fees don’t come close to covering operating costs, even with those costs sharply reduced through the UGN collaboration. That’s why the Foundation relies on contributions from generous Founding Investors and Cornerstone Givers who have pledged to contribute annually. Thank you! Why should you help to pay JCCF’s operating costs, when there are so many unmet needs in the community? Colburn Wilbur, former president of the David and Lucile Packard Foundation, makes a powerful case in his new book, Giving With Confidence: “In times of want and uncertainty, discretionary money is particularly welcome. … ‘You need lights, you need water, you need stamps,’ declared a donor who has over the years steadily increased her unrestricted giving. ‘We couldn’t run our businesses without being able to pay for these basics. Why should we expect nonprofits to do so?’ ” In this section you’ll find an envelope inviting you to contribute to JCCF’s operating costs. If you are able to consider becoming a Founding Investor ($10,000 over five years) or Cornerstone Giver ($5,000 over five years), JCCF will welcome and honor your ongoing commitment. If you would prefer to make a one-time gift or pledge, a donation of any amount will be most welcome. If you would like to discuss making a gift—or any aspect of the Foundation’s work—please contact Carla Caldwell, JCCF’s Executive Director, by phone (360-385-1729) or email (firstname.lastname@example.org). Carla will be happy to meet with you or put you in touch with any member of the Foundation’s Board of Directors. Together, we’re building a stronger Jefferson County. Herb Cook, a retired journalist and publisher, lives in Gardiner. He has been a Director of the Jefferson County Community Foundation since 2008, and became President of the Board in January, 2012. Together 11 Jefferson County Community Foundation & United Good Neighbors November 2012 One Sings, the Other Serves: Chely Wright and Carol McGough McGough. “Janette immediCarol McGough’s two ately responded, ‘Absolutely terms as a founding direczero if we don’t ask!’ ” Force tor of the Jefferson County contacted Wright’s agent, Community Foundation and after several emails ended in 2010, but that didn’t back and forth, Wright end her service to JCCF. She agreed to attend the festival. has remained a key donor “We thought it would be a and advisor, guiding the perfect forum to bring the Foundation’s communica- Chely Wright community together for diations projects, writing and logue on an important social editing news releases and issue,” continues McGough. articles, and overseeing the Never shy about seekJCCF website, www.jccfing help for a good cause, gives.org. McGough asked the Even though she spends Community Foundation the winter months in to help drum up support California, McGough conthrough JCCF’s Fund for tinues to support multiple civic and charitable causes Carol McGough Women and Girls. “It seemed like a natural fit that in Jefferson County. So it the Fund for Women and wasn’t surprising that when she and Marilyn Penitsch saw the Girls collaborate on an issue that documentary film “Wish Me Away” affects women and girls in our comat the Palm Springs Film Festival munity,” McGough says. A fundin January, 2012, they immediately raiser was organized to cover the thought of the Port Townsend Film expenses of bringing Wright to the festival, with net proceeds going Festival (PTFF). At McGough’s suggestion, PTFF toward sponsorship of future films Executive Director Janette Force put that create community dialogue. While in Port Townsend, Wright the wheels in motion to bring “Wish Me Away” to the 2012 Festival. The visited Jefferson Community film documents country music singer School, where she met students for Chely Wright’s struggle to decide to a discussion of the film. She has “come out” as gay, despite the risks a special interest in helping young to her career, and the aftermath of people, having founded LikeMe, her public announcement. Through a nonprofit organization providing personal video diaries, interviews education, assistance, and resources and her own original songs, Wright to youth who are facing life-changshares her fears and her search for ing events. “The students at Jefferson the eventual courage to be true to Community School were amazing,” says Wright. “The quality of their herself. “We asked Janette what the questions and the poise with which chances were of having Chely Wright they handled themselves was impresas a guest of the film festival,” says sive.” JCCF Offers Variety of Giving and Investing Opportunities The Community Endowment Fund This fund allows donors to make a gift to the Foundation that will help meet the needs of Jefferson County, today and tomorrow. The proceeds from this fund are distributed to worthy projects and organizations in the county through the Foundation’s grant making program. Funding decisions are made by the Foundation with participation from community residents. Area of Interest Funds These funds help expand community grant making in specific areas of interest to donors and are ideal for donors who feel strongly about a particular cause or a particular geographic area but do not wish to take an active role in grant making. An area of interest fund allows donors to identify and support a charitable purpose (i.e., alleviation of poverty), a category of interest (i.e., the arts), and/or a geographic area. Designated Funds These funds allow interested donors to support a specific community need, provide support to one or more local nonprofits, or create a new program to support a local cause. Donors with strong ties to a particular organization may wish to establish a designated fund. The donor designates a charitable organization that the fund will support (i.e., the food JCCF Founding 100 Investors Circle Members of The Founding 100 Investors Circle show their support for the community foundation and the work it can accomplish in Jefferson County by pledging $10,000 to be paid over time. They make a gift of unrestricted money – separate from the endowment – that is used to develop and maintain the infrastructure of the foundation. It pays for staff, office space and professional consulting – all the ingredients necessary to run a successful organization. The first 100 families, individuals, businesses or foundations that make this pledge will be recognized for their community vision and for making an early commitment to the success of the community foundation. They will be listed on the founda- tion’s website, in press announcements, the annual report and other appropriate communication material. Investors may make their donations through cash or gifts of stock. Each member of the JCCF Board has already joined The Founding 100 Investors Circle. Anonymous (2) Sharon Black Bill & Sue Conklin Herb & Kathe Cook Malcolm Dorn Grace Dumenil bank) during and after his or her lifetime. The Foundation actively monitors all grantees. If the beneficiary organization ceases to exist, the gift is redirected to support a similar organization. Agency Endowment Funds This is a type of designated fund set up by a nonprofit organization (agency) in order to build an endowment and create sustainability. The organization can take advantage of the expertise of the Foundation to manage the fund and assist with planned giving strategies to help it grow. The interest from the endowment is used to support activities of the organization. Once an agency endowment is invested with the Foundation the funds cannot be returned. Giving Circles A giving circle is a pooled fund, hosted by JCCF, through which members make grants together. Circles are typically organized around a particular issue or area of interest, such as women’s issues, the environment, or education. The participatory grant making process, combined with the increased impact of pooled charitable dollars, has strong appeal for many donors. Donor Advised Funds These funds, which may be endowed, enable donors to become involved in local philan- Teresa & David Goldsmith Christiane Bradford Hale Matthew & Tara Henery Mike & Jane Henery Jane & Charles Kopriva Suzanne Lagoni Carla Main & Brad West Hugh Ferguson Kristin Manwaring Insurance Associates, Inc. Bonnie Kellogg & Steven Fetter Kristina Mayer Joe & Cindy Hill Finnie Rocky Friedman Bruce & Teri McComas Steve Moore & Gigi Callaizakis thropy in an easy, cost-effective way. Donors make grant recommendations on an annual basis, making it simple to tailor giving over time. The Foundation actively monitors all grantees and keeps donors informed of giving opportunities. Donors may name a successor advisor or specify that their fund be eventually directed to the Community Endowment Fund. Scholarship Funds These funds, which may be endowed, can be designed to match specific donor goals. Donors may customize a scholarship fund to provide educational opportunities for graduates of certain schools, for studies in a specific field, or for programs at particular institutions of higher education. Management fees for scholarship funds vary according to the service provided by the Foundation in soliciting applications and recommending recipients. Administrative Operating Fund This money is used by the Foundation to run the philanthropic organization and build its infrastructure and capacity for service to the community. While operating money will always be needed, as the Foundation grows it will increasingly derive this revenue from fees for managing its other funds. Carol McGough & Marilyn Penitsch Liesl Slabaugh & Joseph Bednarik Kathleen Mitchell & Scott Landis Debbi Steele & Dennis Daneau Jesse & Dawn Mohrbacher Josh & Keely Stranahan Carolyn & Jon Muellner Quimper Foundation Kristen Nelson Doug & Nancy Van Allen Dr. Henry & Karen Nichols Vince & Mary Ann Verneuil Satterberg Foundation Scott Wilson & Jennifer James-Wilson Schneider Family Fund Sam & Berry Shoen Brent Shirley Martha & Loretta Trolin Atkins Fund of the New Mexico Community Foundation