Community Foundation of the Eastern Shore Annual Report 2021

Page 1

2021 ANNUAL REPORT


rity

g e t In

9,925

donors since inception

y c n e

ar p ns

Tra

$94

MILLION

granted to our community since 1984

y t i qu

a t n ou

E

c c A

$542K in scholarships for

$5M

granted to the community in FY21

students in FY21

$5M in gifts received in FY21

y t i bil

l o C

o b la

2 | The Community Foundation of the Eastern Shore

n o i t ra

1,077

donors made gifts in FY21


er d ea

L

1,964

As we look back on another year in the Community Foundation’s history, we realize that each one brings unique opportunities and challenges. What remains the same each year is our resolve to grow, connect and lead.

While we have all been impacted in some way by the pandemic this past year, the Foundation has been able to respond exactly as it was designed to do – as a leading resource for our community, built to withstand the test of time. We were able to respond to crisis in our community during a time when support was desperately needed.

organizations received grants since inception

Despite the changes in our community and around the world this past year, the Community Foundation has kept “growing” as our continual goal. We have grown as a Foundation, we have continued leading the charge in growing Lower Shore nonprofits, and through our donors, we continue to grow the impact of your gifts and the grants that create a better community for our neighbors. Even through uncertain financial times, our careful stewardship has led to growth of our assets, allowing us to continue serving the Lower Shore with strength this past year.

By connecting donors, causes, and resources, this impact will be ongoing. As we continue to strengthen our team though strategic investment in our human resources, we value the connections to our broader nonprofit, corporate, and government sectors that truly harness the power of philanthropy in our community. Finding our common goals and working together to bring them to fruition requires trust, collaboration, and leadership.

510

GROW • CONNECT • LEAD

p i h s

We must thank all those who have collaborated with the Community Foundation over the last year. The vision, dedication and generosity of our friends, partners, fund holders and volunteers have led to the tremendous growth of the Foundation in FY 2021.

organizations received grants in FY21

Your support is what creates a meaningful impact. We are proud to share but a small sample of that impact in the pages of this annual report. We hope this inspires you to consider how you can make your mark on our Community Foundation. We thank you for the work that has been done, the gifts that have been made and the plans for the future.

Erica Joseph

ERICA JOSEPH President

Mike Truitt

MIKE TRUITT Chairman 3


WHO WE ARE As leaders, grant makers, and stewards of philanthropy, the Community Foundation of the Eastern Shore connects people who care to causes that matter for the common good of the Lower Eastern Shore. We are a 501c3 nonprofit with an inspiring history of fostering charitable endeavors, and have provided $94 million in grants and scholarships to the local community since 1984. We collaborate with individuals, families, and businesses to match their charitable interests with community needs and strengthen local nonprofits through grants and resources. We are devoted to improving our regional community and believe in the power of philanthropy.

HOW YOU GIVE FUNDS BY TYPE 2% Administrative 9% Comm. Needs/Field of Interest 14% Scholarships 18% Donor Advised Funds 28% Agency Funds 31% Designated Funds

Donors Gave

1,932 GIFTS

Made By

1,077 DONORS

Average Gift Of

$2,653 DOLLARS

YOUR GIFT

INVESTING

EARNING

We accept a wide range of gifts including cash, checks, stock, life insurance, real estate, and mutual funds. Together we can find you the perfect fit.

Endowed funds provide for our community now and forever. Your gift is invested following our disciplined and diverse strategy to create long-term growth.

As your original gift grows, a portion of the fund’s income remains invested so that it continues to grow and support our community in perpetuity.

4 | The Community Foundation of the Eastern Shore


HOW WE WORK As your concierge of philanthropy, we offer many different options for giving and work with you to tailor strategies to your specific situation. We will help navigate your giving journey to find the perfect fit. We recognize that life experiences shape our charitable passions, and our team has a variety of ways to work with donors to achieve their philanthropic goals. Designed to endure through sound investment, your fund will continue on year after year without the need for ongoing fundraising. Alternatively, you may continue to give to your fund, growing the available impact for your community or cause.

Donor Advised Funds

Designated Funds

Think of this as your personal foundation or philanthropic checkbook to support causes that matter to you when and where it is convenient for you. These charitable giving accounts can be created by individuals, families, and organizations.

Are you inspired to give back to an organization that is close to your heart? These permanent funds provide annual support to the charity or charities of your choice, ensuring financial support for the designated nonprofit agency into the future.

Scholarship Funds

Community Needs Funds

Fuel the dreams of higher education. Scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for students.

Among the most flexible forms of giving, these funds allow CFES to respond to immediate and emerging community needs over time. Because these funds are not restricted to a specific organization or cause, the potential impact is unlimited.

Nonprofit Partner Funds

Field of Interest Funds

Established by nonprofits to help provide financial support in perpetuity, agency funds are a simple way to create sustainability and to take advantage of the financial management, administrative resources, and expertise of the Foundation.

Support the causes and issues you care deeply about. This type of fund allows you to champion distinct areas of interest without naming a specific nonprofit. Donors choose a charitable focus area and CFES awards grants to nonprofits meeting the need.

GRANTS

DUE DILIGENCE

CHECKS ISSUED

The remaining income can be used for grants from your fund to support causes you care about including nonprofits, schools, churches, scholarships, and more.

We review and verify the compliance and qualifications of the recommended grant recipients before grants are distributed, creating peace of mind for donors.

Checks are issued each week to qualifying organizations in our area, across the country, and around the globe, making it easy for you to make a difference. 2021 Annual Report | 5


CONNECTING PHILANTHROPY WITH IMPACT

GRANT MAKING Within a community, fulfilling needs large and small make the place we call home better for everyone. Community foundations are unique in our ability to make an impact in so many diverse areas of community need. We continually gather information about the most pressing challenges and opportunities. We study the many local organizations and programs working to enhance our region. We seek ideas that are making a difference. We stay alert to emerging issues to foster giving and growth in our community. While these needs may change over time, one thing that will never change is our commitment to being a part of what’s good for the Lower Shore. The areas of impact we serve are endless, because you care, and these causes matter to you. Whether the cause is after school programs, therapy for veterans, arts and cultural programs, environmental education, first responder support, food security, literacy, animal welfare, or so much more, the Community Foundation is here to support it.

6 | The Community Foundation of the Eastern Shore


1,644

GRANTS MADE IN FY21

$3,071

AVERAGE GRANT AMOUNT

510 Organizations RECEIVED GRANTS

$5 Million GRANTED IN FY21

PER CAPITA

Discretionary Grant Making 44.7%

23.1%

32.2%

Population: 25,616 Grants Per Capita: $4.29

Population: 103,609 Grants Per Capita: $2.22

Population: 52,276 Grants Per Capita: $3.10

Somerset County

Wicomico County

Worcester County

DISCRETIONARY GRANTS BY

Project Impact Area

Veterans 1% Animal Welfare 1% Workforce Development 1% Hunger/Nutrition 2% Community Improvement 3% Environment 3% Arts & Culture 4% Historic Preservation 4% Health & Mental Health 7% Youth & Mentoring 8% Housing/Homelessness 9% Education 12% Emergency/Disaster Relief 44% 2021 Annual Report | 7


NONPROFIT CAPACITY BUILDING As part of our core mission, we assist local nonprofits to learn, grow, and prosper. We work to help partners achieve their missions through both financial support and capacity building

programs. The Nonprofit Resource Center at CFES provides local organizations with access to training, professional development, networking, and capacity-building resources.

Responsive Grant Making

Events & Training Seminars

We provide millions of dollars in grants to local nonprofits. By addressing charitable needs and unique opportunities, we turn inspiration into action in our local community. Nonprofits can manage grants from start to finish through our e-Grants portal.

Learn, train, and grow with us! We offer numerous free and lowcost events year round for individuals and organizations.

Meeting & Conference Room Use Local nonprofits may reserve our large or small conference rooms to host meetings, seminars, or conferences free of charge. Our space holds up to 40 people and offers audio/visual capabilities.

Nonprofit Scholarships Scholarships are available for select courses to nonprofit staff and volunteers in partnership with Wor-Wic Community College.

Support & Resources We provide resources free of charge such as template and policy libraries, research, how-to guides, access to the Foundation Directory Online, and more. Our in-house library contains 250+ publications, a work table, computer, and wifi access.

Research & Reporting CFES seeks to understand and document the needs, impact, and growth of area nonprofits. Through research and reporting, we provide tangible data to advance nonprofit missions and growth.

THE NONPROFIT NEEDS ASSESSMENT SURVEY

705 TRAINING REGISTRATIONS IN FY 21

In 2021 The Community Foundation of the Eastern Shore, together with The United Way of the Lower Eastern Shore, and The Keith Campbell Foundation for the Environment conducted an organizational and community needs assessment survey. The survey was designed to help determine the Lower Shore’s greatest community needs and the highest priorities for funding, as well as identify possible gaps in services. Additionally, the survey included questions about the impact of the COVID-19 pandemic on local organizations and the level of organizational readiness for Diversity, Equity, and Inclusion programming. View the full survey summary and data at CFES.org/nonprofits.

MISSION POSSIBLE: NONPROFIT COACHING & CONSULTING In 2020 CFES launched a new consulting and coaching program that connects nonprofits with custom-tailored solutions to help grow and strengthen their organizations. Selected nonprofits are offered these services at no cost through CFES grants. We Offer:

• Professional Consulting: Accounting & Finance, Strategic/Long Term Planning,

Governance & Administration, Human Resources, Development & Fundraising, Technology Assessments, Marketing & Communication, Program Evaluation & Outcomes, Diversity, Equity, & Inclusion, and Executive Coaching. • Maryland Nonprofits membership underwriting. • Grant research provided by expert technical writers and grant consultants. • Virtual training/webinars on requested current nonprofit trends or challenges. 8 | The Community Foundation of the Eastern Shore


COLLECTIVE GIVING The power of philanthropy is amplified when it inspires others. Examples of our collective impact are found throughout the Community Foundation’s Funds as people have joined together to support something they care about. Whether it’s in response to a crisis through our

$269,627 Raised in 24 hours for nonprofits in 2020

GIVING TUESDAY THE SHORE GIVES MORE

Giving Tuesday, held annually the Tuesday after Thanksgiving, is a 24-hour international online giving event. The local campaign, known as The Shore Gives More, is hosted by CFES and assists nonprofits serving the Lower Shore counties with the fundraising effort. By providing an online donation portal, marketing campaigns, and nonprofit support, the campaign is able to make a significant impact through collective philanthropy.

Emergency Response Fund, a desire to

100 Local Nonprofits

combine resources around a shared goal

Led by CFES, 100 nonprofits serving the Lower Shore counties joined the local Shore Gives More campaign.

through the Women’s Fund, or simply to celebrate the value of giving in ways

864 Donations by New Donors

large and small each year on Giving

96 nonprofits received a donation from one or more first time donors. Giving Tuesday creates awareness.

Tuesday, the possibilities are as endless

2,434 Donations

as the passion of our donors.

Philanthropy doesn’t require a big checkbook, only a passionate heart! Smallest donation: $10.

1,430+ Donors Donors locally and across the country supported Lower Shore nonprofits to create a big impact!

COVID-19 RELIEF

FOR MARYLAND’S LOWER EASTERN SHORE The COVID-19 outbreak and rippling economic effects have placed a strain on area nonprofits. Local organizations have seen an increased demand on the critical services they provide to the community, while facing new operating challenges. The COVID-19 Emergency Response Fund at The Community Foundation of the Eastern Shore created grant funding for Lower Shore nonprofits to aid in pandemic relief. The fund was created as a joint effort by area community partners, spearheaded by a $125,000 gift from the Richard A. Henson Foundation, along with an outpouring of donations from the community. Youth & Family Support 19%

Telework & Virtual Services 20%

$320,109

Homelessness & Hunger 21%

How our COVID-19 Relief Grants made an impact PPE 22% Veterans 1% Other 2%

CDC Compliance & Safety 11% Animal Care 2% Addictions & Recovery 2%

109

grants were made in record time.

76

nonprofits received funding.

* COVID-19 grant numbers are reported March 30, 2020 - Sept. 15, 2021 2021 Annual Report | 9


FRIENDS OF THE

FOUNDATION

Friends of the Foundation bring energy, knowledge, and passion to the Community Foundation’s work. Their support allows us to go beyond grant making and empowers the Foundation to serve as a local resource through a variety of programs, services, and the expertise of our dynamic staff. Becoming a member is as easy as making a gift to the Annual Appeal in any amount or establishing an Administrative Endowment Fund at the Foundation. Friends of the Foundation receive special recognition throughout the year and invitations to member-only events and receptions. Join us today, and start creating a world of possibilities for your community.

LEADERSHIP ($5,000+)

The Cole Family Foundation Mr. & Mrs. Charles C. Emery Mr. & Mrs. William R. Ferguson Peter & Linda Hutchinson Mr. & Mrs. Harrison J. Langeler Elsie W. MacMullin Jim & Jan Perdue Susan Purnell Mrs. Phyllis Vinyard Dr. Charles Wight & Mrs. Victoria Rasmussen Kay Reynolds Betty Wootten

PILLAR

($2,500-$4,999) Dr. Jane R. Apson Mr. & Mrs. Edward G. Banks, Jr. Jane & Bob Corcoran Dick & Lou Marshall Ms. Kay Reynolds Elizabeth Thomas

KEYSTONE

($1,000-$2,499) John & Sharan Allen James Almand Drs. Jon & Laurie Andes Mrs. Linda Balfany Mr. & Mrs. Edward Barber Nancy Barrett Ms. Regina Bell Barbara Benton Dr. & Mrs. Thomas N. Berry Sr. David & Susanna Buchanan Mr. & Mrs. John R. Calloway Dr. & Mrs. Kota L. Chandrasekhara Mr. Julian Dashield

Delmarva Education Foundation Ms. Julie Duer Mark & Patty Engberg Jeff & Gail Greenwood Richard & Cheryl Holland Doris Hughes Joan W. Jenkins Foundation Inc. Marilyn Keane Andy & Lois Kim Pat & Nancy Lemley Bob & Ginnie Malone Ms. Louise V. Morgan Mr. & Mrs. James F. Morris Mr. & Mrs. Daniel O’Connell, II Patrick F. O’Connor Mr. & Mrs. Joseph R. Ollinger Mr. & Mrs. Aaron R. Pulhamus Mark V. Rudnick Scott W. Schoellkopf Ray & Susan Shockley Mr. John J. Snee Steven & Suzy Taylor Beverly Ward Richard Warren Mrs. Gayle H. Widdowson Ms. Stephanie T. Willey

ARCH

($500-$999) Peggy Bradford Chip & Ruby Dashiell Bob & Diana Dickey Robin Evans Dr. & Mrs. George Galifianakis Mr. & Mrs. Gordon D. Gladden Todd Hershey Russ Houseal Jeremy & Erica Joseph Rod & Pat Layton Kathleen McLain

10 | The Community Foundation of the Eastern Shore

Ron & Mary Nelson Dr. & Mrs. Manuel Palao Bruce & Susan Robson Mr. & Mrs. Greg Shockley Bill & Barbara Shockley Mr. & Mrs. Michael P. Truitt Ms. Sonya Whited Dr. & Mrs. George I. Whitehead III Dr. & Mrs. Julius D. Zant Dr. Gunnar Zorn III

CORNERSTONE ($250-$499)

Mr. & Mrs. Adeniyi Adeniran Major General & Mrs. Adkins Spicer & Karen Bell Barbara Benton Mr. & Mrs. Richard L Bolen, Sr. Charles Brown Glass Company Ray & Leslie Coates Carlyn Crout & Clive Walker

“We have learned over the years that it undoubtedly takes a village to raise children in our society. CFES plays a vital role in providing the expertise, guidance, and resources to organizations working every day to fulfill the needs for youth and the rest of our community. It is very rewarding to support CFES and the community that is helping to raise our children and has molded us into the people we are today.” - Dean & Michelle Lewis


Dianne W. Dykes Granger & Company P.A. Fred & Jennifer Hawkins Patrick & Velda Henry Ms. Michele J. Hughes Steven & Kathleen Kevlin Dr. Jerry & Joan Krause Mr. & Mrs. Dean Lewis Gary & Joan Luppens Betty Lou Lyons Mr. & Mrs. David B. Mitchell Richard & Anne Morris Marty & Marilyn Neat Marvin & Myra Novick Mr. & Mrs. Calvin D. Peacock Pohanka of Salisbury Inc. Ernest & Elsa Satchell John & Dawn Stern Tom & Charlotte Trice Mr. & Mrs. David Trudnak

Mr. & Mrs. Elisha T. Jones, III James P. Jones Mary Gladys Jones Adrianne & Lewis Kadushin Vic & Jean Laws Patti Mannion Mary Ada Marshall Mr. Dwight W. Marshall Jr. Mrs. Dee B. Marshall George & Valerie Mason Dr. Geri E. Mason Mr. & Mrs. Frederick W. Mayer Mr. & Mrs. William R. McCain Montemuro Law, LLC Mr. & Mrs. John A. Morris Dr. Michael L. Murdock Melody & Rick Nelson Ms. Linda B. Nelson Claudia Nicholls / State Farm Insurance Mrs. Phyllis H. Oldham “CFES

takes

in

many

individual acts of kindness, and makes a huge impact on our community as a whole. We are so fortunate to have an organization dedicated to helping us reach our philanthropic goals.” - Andy & Lois Kim

BEAM

($100 - $249) Dot Baker Dewey Blades Howard & Constance Bozman Ms. Cassandra R. Brown Allen C. Brown, Sr. Marie B. Calafiura Geneva G. Cannon Donnie & Debra Cooper Clive Walker & Carlyn Crout Darlene Cole-Culver Bill & Cecelia Dennis Mr. & Mrs. Thomas Dorman Mr. & Mrs. David B. Douse Jennings L. Evans, Jr. Tom & Maria Evans Roland & Kim Finger Mr. & Mrs. Anthony Giddens Nancy Goldsmith Mr. & Mrs. John L. Graham III Jean A. Greene Mrs. Sandra Greer Mr. & Mrs. Earle Hatton Mr. Marshall Hodges Susan Jackson-Stein Dr. Carolyn & Mr. William Johnston

Anthony & Cathy Pasquariello Mr. & Mrs. Joseph J. Pearce III The Personal Wellness Center Ms. Cynthia J. Pilchard Ms. Ellen F. Pilchard Ronald & Patricia Pilling William H. Powell, III Mrs. Nancy Rendine Ms. Susanne Richards Bruce & Joyce Roberts Julia Robins-Paul Virgil & Jeanne Shockley Raj & Mahay Shrestha Mr. John Sisson Rev. Stacey Smith & Mr. Jeffrey Smith Ms. Ellen Sprouls & Mr. Ronald Geesey Carole & Greg Spurrier Charles & Carolyn Stegman BJ & Denny Summers Mr. & Mrs. Gregory D. Tawes Lou Taylor Howard W. & Rita H. Taylor Jim & Kaye Thomas Mr. & Mrs. Giovanni G. Tomasello Jeff & Dottie Turner David & Deborah Vorhis Dr. & Mrs. Joseph J. Welch Ms. Cheryl A. West

Gee & Betsy Williams Rick & Amy Wootten

PEDESTAL (UP TO $99)

Mr. Michael Alston Mr. & Mrs. Ray Bennett Jake & Judy Bernstein Mr. Charlie G. Blakelock Mr. & Mrs. Mark L. Bowen Marie Cavallaro Ms. Teresa M. Cheesman Ms. Sharon Clark Ms. Lois Clohessy Mr. & Mrs. John W. Cluster Jr. William H. Coons Robert & Michelle Core Ms. Rachelle Daigneault Sharon Dashiell Mr. & Mrs. Steven J. Deboy Kort & Sharon Dickson Mrs. Denise Eberspeaker Mr. Lennart G. Elmlund Ira & Ruth Epstein Ted & Sallye Eschenburg Mr. Thomas G. Fader Mr. & Mrs. Steve Fulkrod Thomas & Althea Groton Ann R. Hancock Louise Hearne Ms. Charlotte D. Henry Mrs. Marti Hoster Ms. Nancy L. Howard Mr. & Mrs. Barry R. Johansson Ms. Chance Miller Mrs. Karen C. Neville Ms. Ruth Nichols One More Rep, LLC Helene F. Perry David & Ashlee Plotts Mr. & Mrs. Ricky F. Powell Mr. & Mrs. H. Watson Powell Jr. Robbie Raffish Mrs. Kaye H. Records Mr. & Mrs. Christopher J. Reynolds Mr. & Mrs. Richard A. Riehl Tony & Billye Sarbanes Mr. & Mrs. Bruce Schmickley Mr. & Mrs. Robert R. Smoak Jr.

“I support the Community Foundation of the Eastern Shore

because

of

the

confidence I have in their ability to strengthen our community and improve the quality of life for our residents -- all through the power of Philanthropy.” - Robin Evans

Mr. & Mrs. Charles Sorrentino Mrs. Sydney B. Tilman Mr. & Mrs. Howard V. Trader Mr. & Mrs. William B. Tyler Dr. Karen Verbeke & Mr. Harry Shealey Mr. Samuel Villotti Ms. Lisa Vronch Dr. Annette Wallace Dennis Williams Mr. & Mrs. Weston Young Ms. Sonya Whited Dennis Williams

“We are proud to be associated with an organization that is a financial conduit for civic organizations who are involved in helping uplift the quality of life for so many” - Velda & Patrick Henry

2021 Annual Report | 11


WELCOMING OUR

NEW FUNDS Aaron Armstrong - Hope Dealer Fund

Bob Culver Memorial Fund

Able to Work Eastern Shore Fund

Carolyn Elmore Scholarship

Ann and Lay Phillips Donor Advised Fund

Coastal Life Cares Foundation Fund

Avery Hall Benefits Donor Advised Fund

Corporal Keith Heacook Memorial Scholarship

Baker & Parker Stephen Decatur Scholarship Fund

Courtesy Award in Memory of Howie Evans

BBK Donor Advised Fund

David & Rebecca Kerrigan Donor Advised Fund

“When my husband Aaron died in the summer of 2020, our family decided to start a fund to carry on his legacy. The Aaron Armstrong Hope Dealer Fund was created to help support organizations who are doing great work in our community. The Community Foundation’s level of commitment and accessibility to local nonprofits is exceptional. I believe in the work CFES does and I believe they have the skill and expertise to support us as we grow our fund.” - Tanisha Armstrong

Aaron Armstrong Hope Dealer Fund

“One of the best financial decisions we’ve made was to partner with CFES in establishing a non-endowed fund. The professional advice and guidance we received from CFES was informed and solid. It allowed us to weigh all our options for investing an estate gift and other contingency assets, and then to choose a tool that is meaningful and practical for our nonprofit mission. WorCOA is grateful to CFES for providing this incredibly purposeful service.” - John Dorrough, Executive Director Worcester Commission On Aging

“This memorial scholarship honors the life and legacy of Delmar Police Officer Corporal Keith Heacook, who tragically passed on April 28, 2021, following a brutal assault while on duty. Keith’s service and sacrifice will be honored year after year, serving as a reminder of his legacy. We hope the scholarship will inspire young men and women to serve their community, as Keith faithfully served his. The scholarship will be awarded to Delmar High School graduates who plan to pursue a career in public service.” - Julie Parrish

The Corporal Keith Heacook Memorial Scholarship 12 | The Community Foundation of the Eastern Shore


Donald H. Tatterson, Jr. Memorial Scholarship

Salisbury Christian School Endowment Fund

Fallen Officer Memorial Scholarship Fund

Salisbury Urban Ministries Endowment Fund

Goldsborough Family Scholarship Fund

Salisbury, MD Kennel Club Charitable Trust Fund

John Edward Whittington, Jr. Memorial Scholarship

Somerset County Volunteer Fire Chiefs Association Emergency Fund

Joyce Conner Taylor Memorial Fund Kevin Jones Memorial Scholarship Fund Louise Smith Endowment Fund Major General James A. Adkins & Mary Anne Adkins Donor Advised Fund Norma Bull Endowment Fund RD and LA Goldsborough Family Foundation Fund Ronald and Paula Johnson Endowment Fund

Ted & Margie Evans Donor Advised Endowment The Little Fund The Mathers Family Fund Worcester County Commission on Aging Investment Fund Wor-Wic Thomas N. Tyson Endowed Scholarship Wor-Wic William J. & Wilda B. Clarke Scholarship

“An anonymous donor established the Salisbury Urban Ministries (SUM) Endowment Fund at the Community Foundation of the Eastern Shore. This generous endowment acknowledges SUM’s credibility as a vital outreach ministry and demonstrates the donor’s long-term support of SUM’s mission. Our mission is to provide programs that serve and minister to the needs of materially impoverished people in our community. We are truly grateful for the support of the Community Foundation and their donors.” - Debbie Donaway, Executive Director Salisbury Urban Ministries

“When we plan our giving, we think about needs in our community, but also beyond the Eastern Shore. Seeing the Community Foundation’s name on so many exciting projects around town shows me that our contributions are helping make an impact on our neighbors. We were also impressed when the Foundation linked with similar organizations in Houston after Hurricane Harvey to send money where it would be most directly applied. Having one organization that connects with so many projects makes working with CFES an easy choice!” - Ani, Mike & James Mathers The Mathers Family Fund

“All of us at Coastal Life Realty share a common concern for the welfare of our community. With the help of CFES, we established the Coastal Life Cares Foundation Fund to manage and facilitate our charitable giving, making it simple to give back to the community that has given us so much! This fund will simplify and streamline our corporate giving as well as provide an opportunity for Coastal Life Realtors to participate in giving back.” - Joe Wilson

Coastal Life Cares Foundation

2021 Annual Report | 13


SCHOLARSHIPS We believe education is the key to a brighter future. Our scholarship funds are a valuable resource for people who want to help local students attain their educational goals. As one of the area’s major sources of educational support, the Foundation distributes 400+ scholarships a year. These scholarships are made possible by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or extend a helping hand for college-bound students. Designed to endure through sound investment, the scholarship will continue on year after year.

400

+

202

SCHOOLS ATTENDED

STUDENTS HELPED

Carolyn Mears Elmore Scholarship Awarded to a Wicomico Co. graduate to pursue an English degree, with a goal of being a teacher.

“I am incredibly grateful to be receiving this scholarship because it has given me the opportunity to focus more on preparing for my education, while continuing to teach young kids life skills through horsemanship.”

$542,210

TOTAL IN SCHOLARSHIPS AWARDED IN FY 21

DIFFERENT FUNDS

ALEXANDRA ETLING

86

KERVENS HYPPOLITE

ANNA BUTLER

The VFW Post 2996 & The M. William & Frances J. Tilghman Educational Scholarships

First Shore Federal Savings & Loan W. Leonard Brown Service Scholarship Awarded to a Pocomoke High School graduate.

Kervens immigrated to the US after a devastating earthquake in Haiti, speaking almost no English. He is a multi-sport scholar-athlete while taking honors level classes. His teachers note his incredible work ethic, strong moral character, and determination. He will be studying at Salisbury University.

First Shore Federal believes that the future success of our communities belongs to the younger generations and wanted to help those students achieve their dreams with the notion that once they are finished with their education, they will give back to their local communities.

KENECHUKWU NWABUOKU

JERED MONAR

ALYSSA BOLTZ

Richard & Patricia Hazel Minority Scholarship Awarded to a minority student studying in education, nursing, or STEM major.

Esther M. Smith Scholarship Awarded to a Wicomico County graduate with an ADA approved disability.

Dr. Joseph Z. Badros Scholarship Awarded to a well-rounded student of good character.

“Financially, it's a blessing to get some funds towards my schooling. It is also an added motivation to do more so I can achieve even more! I plan to pursue a degree in mechanical engineering at Virginia Tech.”

“I know I will always have a reading disability and have issues with my processing skills, but that is no excuse not to work hard and do my best. I have learned to advocate for myself and for my rights to have an appropriate education.”

14 | The Community Foundation of the Eastern Shore

Alyssa is dedicated to helping others through her volunteer work, with over 1,000 service hours while maintaining a 4.6 GPA and working parttime. She is also an athlete and musician. Her own hearing impairment has inspired her to study Speech & Language Pathology at Towson Univ.


INVESTING IN OUR

COMMUNITY

How does the Community Foundation continue to have a positive impact year after year? Much of it depends on thoughtful planning and long-term commitment. Our Legacy Society members and Professional Partners work to create gifts that will benefit community causes long beyond their lifetime. Whether it be through a will, life insurance or some other planned giving opportunity, these gifts create brighter futures now, and tomorrow.

Professional Advisors

Legacy Society

Attorneys, CPAs, financial planners, trust officers, and other professionals are valued partners in charitable giving. Together we develop client-focused giving strategies that meet specific financial goals and philanthropic interests. Advisors can retain and manage client charitable assets at their financial institution on an ongoing basis.

The Legacy Society honors its individual members’ charitable passions while establishing members as philanthropic role models in our community. Legacy Society members have declared in writing their intent to make a deferred gift to the Community Foundation by will, trust, life insurance, or other financial instrument.

Through the stewardship of CFES, a gift supports the philanthropic priorities of our donors forever. CFES offers local charitable insight, as our staff frequently visits local nonprofits and participates in community conversations.

Through their planned gifts, members contribute to the growth of the Foundation’s permanent endowments and inspire others to do the same. It’s never too early to create a lasting legacy which will benefit your community for generations to come.

We are inspired by causes that support the youth of our community and teach them the importance of giving back to others through their time, talents and abilities. We have been blessed in different ways and we can share that with others. Through personal and professional experiences, we know the Community Foundation aligns with our beliefs. It’s reassuring to know they will help to steward our charitable gifts and we encourage friends and clients to consider them as a resource whenever possible.

We hope that we will encourage others to give back to our community. What better legacy can one give than ensuring that the challenges that arise can continue to be addressed, and that the passions that we support will make lives brighter. CFES makes it easy to plan for the future, and ensures that the organizations and causes that mean so much to us will continue to thrive and have their needs met. It is comforting to know that, through CFES, we can continue to participate in enriching the quality of life in our community in perpetuity.

- Dan & Stacy O’Connell

- Jan & Jim Perdue 2021 Annual Report | 15


2020 ANNUAL AWARDS The Community Foundation of the Eastern Shore presents four awards annually. These awards honor distinguished nonprofits, volunteers, and humanitarians in the Lower Shore community. Our annual achievements would not be possible without the dedication of our donors, volunteers, nonprofits, and local businesses and we in turn honor their service. Information on the nomination and selection process is available at CFES.org/awards.

Operation We Care

RICHARD A. HENSON NONPROFIT AWARD OF EXCELLENCE

Founded in 2007 by Jeff and Diana Merritt, Operation We Care is an all-volunteer organization dedicated to supporting our military and first responders and understands the value of demonstrating gratitude to those who keep our communities safe. Their efforts include annually sending over 2,000 care packages to deployed military troops around the world and purchasing items needed by first responders like smoke detectors, K9 ballistic vests, PPE, and other necessary equipment. OWC also rallies our community together at their semi-annual “packing parties” where hundreds of volunteers assemble care packages that are sent around the world. Throughout the pandemic, OWC helped to bring resources and inspiration to healthcare providers as they responded to the impact of COVID on our friends and neighbors.

Shawna Kearsley MARY GLADYS JONES VOLUNTEER OF THE YEAR AWARD Shawna Kearsley was honored for her many years of passionate volunteerism and dedicated service to others. Shawna brings energy and joy to each situation as she works to connect people and organizations to better her community, always out on the front line, shoulder to shoulder with other volunteers. When faced with a challenge, she doesn’t step back, but steps up and seeks solutions. She was a Team Leader for the National Folk Festival Bucket Brigade in 2018 & 2019, tasked with recruiting, training, and leading hundreds of volunteers to gather on-site donations during the 3-day festival. She was recognized for her work with the Crisfield Community Gardens, leading the Crisfield Steering Committee on the Local Food Federal Assistance Grant, and coordinating support for the Somerset County Summer Arts & Education Series. 16 | The Community Foundation of the Eastern Shore


OUR RETIRING BOARD MEMBERS We honor the combined 36 years of leadership by our retiring board members – Kathleen McLain, Ernie Satchell and Lauren Taylor. During their 12 year terms, each of these members has dedicated their time and talent in unique and meaningful ways. Their business acumen, hearts for service, and unwavering passion for the Community Foundation will leave a legacy on this organization well beyond tenure. As members Thetheir Chairman’s Awardof our grants review committees, this tireless trio has helped to ensure our financial resources are used in the most impactful ways possible. “Thank you” will never be enough to show our appreciation for their generosity over the past 12 years.

Dr. Geroge Whitehead III

u o Y k n Tha ,

n Kathlee n! ure a L & e i Ern

Grace Murdock

FRANK H. MORRIS HUMANITARIAN AWARD

Grace Murdock was honored for her exemplary leadership, vision, integrity, compassion, and dedication to community. Grace has been a public servant for over 30 years, having worked as an educator, administrator, and community advocate. As the founder of Wicomico Grows Kindness, Grace’s vision was to facilitate the spread of kindness. Grace volunteers by making meals for neighbors in need, reading to children in classrooms, filling Operation We Care packages for our troops, mentoring college students, volunteering at Camden Community Garden, and leading the Kindness Commission for the City of Salisbury. Throughout the COVID-19 pandemic, Grace has shown her fellow citizens how to be kind to each other by setting up a HERO station where she encourages neighbors to participate in photo ops thanking our community heroes.

Dr. George Whitehead III CHAIRMAN’S AWARD Dr. George Whitehead III was honored for his dedication to the Community Foundation of the Eastern Shore and his many community efforts. George is a passionate ambassador for the Community Foundation and has served on the Foundation’s Board of Directors since 2016. He has also served as the Chairman of the Community Needs Grant Committee. This year as the Foundation was challenged to adapt and respond, George was an integral part of the Foundation’s COVID Response Fund, and used his time to support Foundation efforts and to collaborate and connect through CFES to meet needs in the community. 2021 Annual Report | 17


BOARD OF DIRECTORS Michael P. Truitt, Chairman James P. Jones, Vice Chairman Dr. Carolyn S. Johnston, Secretary W. Todd Hershey, Treasurer Edward Barber Allen C. Brown, Sr. Velda E. Henry Andy Kim M. Dean Lewis Ginnie Malone Dwight W. Marshall, Jr. Kathleen G. McLain Daniel M. O’Connell Janice M. Perdue

Ernest R. Satchell Gregory D. Tawes Lauren C. Taylor James R. Thomas, Jr. David A. Vorhis Dr. Annette E. Wallace Dr. George I. Whitehead, III Gayle H. Widdowson Stephanie T. Willey Dr. Julius D. Zant

FOUNDATION STAFF Sharon Dickson, CPA Finance Director

Katerra Marshall Office Coordinator

Veronique Diriker Ph.D., CFRE Chief Strategy Officer

David Plotts Controller

Pam Heying Accounting Officer

BJ Summers Director of Development & Donor Relations

Erica Joseph President Victoria Kent Marketing Officer Heather Mahler Program Director

18 | The Community Foundation of the Eastern Shore

Shelbie Thompson Development & Donor Relations Officer Lauren Zarin Program Officer

2021 SPONSORS


FINANCIAL HIGHLIGHTS FISCAL YEAR 2021 ASSET SUMMARY Assets Total Assets Total Net Assets

2021 $160,822,000 $114,505,000

2020 $118,141,000 $84,882,000

% Change 36.1% 34.9%

EXPENSES SUMMARY Expenses Program Services Fundraising & Development Management & General

2021 $4,765,000 $370,000 $504,000

GIFTS RECEIVED & GRANTS PAID 2020 $5,312,000 $440,000 $507,000

Grants and Expenses Total Gifts Received Total Grants Paid Cumulative Grants Paid

2021 $5,126,000 $5,049,000 $94,400,000

2020 $5,999,000 $5,529,000 $89,400,000

8,000,000 7,000,000 6,000,000 5,000,000

Program Services Fundraising & Development Management & General

4,000,000 3,000,000 2,000,000 1,000,000 0

2017

2018

2019

2020

Total Gifts Received

Legal Counsel:

Photography Contributions:

Mason Investment Advisory Services

Gil Allen, Allen & Allen, Chtd.

Investment Custodians:

Membership Organizations:

Lens-Art of Salisbury Kenny Pusey - PuzPics Carrie Samis Grantee Photo Submissions

Investment Advisor:

Morgan Stanley PNC TD Ameritrade Auditor:

TGM Group, LLC

Candid. Council on Foundations Grantmakers for Effective Organizations Maryland Nonprofits Maryland Community Foundation Assoc. Maryland Philanthropy Network Professional Partners of the Eastern Shore

2021

Total Grants Paid

Graphic Design:

Victoria Kent, CFES Printing:

Delmarva Printing

All funds established at the Community Foundation of the Eastern Shore, Inc. are managed as provided by the Investment Policy Statement approved by the Board of Directors. The Investment Committee oversees the process and selects and monitors investment managers through its consultant, Mason Investment Advisory Services, LLC. We provide a Quarterly Investment Report to all fundholders with their statement. Data presented as of June 30, 2021 unless otherwise indicated. A copy of the current financial statement of The Community Foundation of the Eastern Shore, Inc. is available by writing 1324 Belmont Ave Ste 401, Salisbury, MD 21804 or by calling (410) 742-9911. Financial Statements are also available at CFES.org. Documents and information submitted under the Maryland Solicitations Act are also available, for the cost of postage and copies, from the Maryland Secretary of State, State House, Annapolis MD 21401, (410) 974-5534.

2021 Annual Report | 19


Community Foundation of the Eastern Shore 1324 Belmont Ave. Ste. 401 Salisbury, MD 21804

- Est. 1984 410.742.9911 • CFES.org


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