Giving Matters
Winter 2017
Housing Next: Ryan Kilpatrick hired as first Director
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President’s Note
Board of Trustees Mark Harder, Chair Bret Docter, Chair-elect Jim Bishop, Treasurer Juanita Bocanegra, Secretary Scott Spoelhof, Past Chair Leslie Brown Colleen Hill David Janssen Diane Kooiker Hanns Mulder Jane Patterson Jean Ramirez Deborah Sterken Margaret Van Grouw Jim Wiersma Dominic Aquino, YAC Chair
Foundation Staff Ann L. Query Director of Development Barbara Widener Finance Associate Elizabeth Kidd Vice President of Community Impact Jessica Lynch Executive Assistant Lina Pierson Communications Associate Mike Goorhouse President/CEO Rashelle Wynegar Director of Finance Stacy Timmerman Director of Scholarships
Youth Advisory Committee Dominic Aquino Bethany Bulthuis Leah Cooper Lily Dobbin Valerie Edewaard Colin Edmunds Brittany Keomanikhoth Nate Kuiper Kayla Lebster Thaddaeus LeFebre Ryan Lindberg Mia Patchin Madeline Powers Samuel Sharnas Vanessa Soriano Caleb Steeby Abigail Telgenhof Cella VanHeest AJ Vasquez Jessica Lynch, YAC Advisor 85 East 8th Street, Suite 110, Holland, MI 49423 Phone: 616-396-6590 | Fax: 616-396-3573 2 Website: www.cfhz.org | Email: info@cfhz.org
Dear CFHZ Supporters, It is an exciting time to be involved with the Community Foundation of the Holland/Zeeland Area, and this newsletter tells a lot of the stories why. In front of a record crowd of 650 at our Fall Event we announced two significant milestones. First, was Mike Goorhouse the completion of our Today. Tomorrow. Forever. Campaign President/CEO for our Community’s Endowment. Our supporters truly caught the vision of ensuring that our community always has the resources necessary to respond to future needs and opportunities as they arise. They also trusted that the Community Foundation would remain a strong organization committed to good stewardship long into the future. That is where our Community’s Endowment brings value to our community. These resources will always be relevant no matter what is going on locally or in our world. I can’t thank you all enough for joining us in a resounding commitment to ensure that all members of our community thrive Today, Tomorrow, and Forever. (See more on page 2) The second milestone was that we announced the largest grant in our history, a $500,000 commitment to tackle the affordability of local housing. We are honored to work with seven other key local partners in the business, public and nonprofit sectors to try to meaningfully impact this important issue. (See more on page 2) While we have recently focused a lot of our public attention on our Community’s Endowment, our Donor Service work has continued to increase significantly as well. This year in particular, Donor Advised Funds for both families and companies have been extremely popular giving vehicles for those looking to organize their giving for maximum impact. As you plan your year-end giving, think about whether a Donor Advised Fund might help you achieve your goals and let us know if we can serve you in that way. (See more on page 6) Finally, it is an exciting time of growth for our staff as well. Barb Widener, our Administrative Assistant, has been promoted to Finance Associate. Jessica Lynch has joined our team full time as our Executive Assistant after interning with us this past Spring. Stacy Timmerman, our Director of Scholarships, is transitioning to a full-time role to accommodate our growing Scholarship program. Nicole Paquette, our Communications Manager, received an amazing career opportunity to join the multi-billion dollar Community Foundation in Dallas, Texas, but we are excited to welcome Lina Pierson, a former YAC member here at CFHZ, to step in to fill the Communications role. You can see why it is such an exciting time to be involved here at CFHZ! Each of us on the staff and on the board are honored to serve you and our community by dedicating our time and energy to furthering the impact of your investment in CFHZ. Thank you for making this such a wonderful place to call home. With much gratitude,
Mike Goorhouse President/CEO
SO MUCH TO
Celebrate!
• The success of our largest endowment campaign! • Our largest Fall Celebration of Philanthropy event yet! • Largest Grant in CFHZ’s history: $500,000 Housing Next Grant
Community’s Endowment Campaign Success! Twenty years ago, our Community’s Endowment was jump-started by the W.K. Kellogg Foundation Challenge grant program. During that program, every $2 that was donated to our Community’s Endowment was matched by $1 from the Kellogg Foundation—up to $1 million in matching funds. Since the Holland and Zeeland Community Foundations were two separate entities at that time, we were able to exponentially grow our Community’s Endowment by participating in the match twice. Two years ago, at our 2015 Fall Event, we announced the launch of “Today. Tomorrow. Forever. A Campaign for our Community’s Endowment.”, the most significant venture we’ve embarked on in the last 20 years. Inspired by the success of the Kellogg Foundation’s program, a group of local donors offered up a similar matching opportunity, providing a $1 match for every $2 donated to our Community’s Endowment—up to $1 million in matching funds. Additionally, they offered to give $20,000 to the Community’s Endowment for each of the first 100 individuals/couples who committed to including our Community’s Endowment as one of the beneficiaries of their estate plan—up to $2 million in matching funds. With a three-year completion goal, we were thrilled to announce our campaign’s completion one year early at our Fall Celebration of Philanthropy event. Thanks to the humbling generosity of our community, the campaign was a success well beyond our expectations and has generated a total of $5 million in “Today” gifts and a pipeline of more than $30 million in “Tomorrow” gifts through 100 estate gift commitments. Our collective efforts promise to more than TRIPLE the size of our Community’s Endowment over time to allow all of our community members to thrive today, tomorrow, and forever. Thank you to all of those who made this possible. Holland/ Zeeland will be grateful for generations to come!
ON THE COVER: Housing Next The growth of our Community’s Endowment has allowed us to be able to respond to an issue that the CFHZ Board sees as both a critical need for local families and an opportunity for creative, innovative solutions. We recently awarded a Community Impact Grant to Housing Next which will work to significantly improve the affordability of housing in our community. With a commitment of a $500,000 grant over five years, this is the largest grant in CFHZ’s history! Housing Next is a bold effort working to decrease the number of people spending more than 35% of their income on housing, as that is one of the biggest contributors to financial instability for local families. Achieving this goal will involve increasing the supply of housing units by working with local units of government to collectively clarify their vision for the types of affordable housing developments they desire for their communities and establish the regulatory environment that will allow those developments to happen. It will also involve assisting developers in accessing public and philanthropic resources to fill financial gaps that might otherwise prevent projects from moving forward. It takes a person with a special skillset and experience base to lead an effort like this and we are fortunate to have found that person in Ryan Kilpatrick. Hired by the Housing Next Leadership Council as its first Director, Ryan has an extensive background in economic development and city planning. Previously, he worked for the Michigan Economic Development Corporation and is a certified planner and economic development finance professional. He will provide strategic direction to the Council and advocate for greater housing choice and affordability throughout the region. The Community Foundation was involved in the multi-year planning process called “Ottawa Housing Next” which identified the core strategies and principals that guide Housing Next into this action phase. CFHZ is taking on an increased leadership role through our grant and having our President/CEO, Mike Goorhouse, serve as Co-Chair of the Leadership Council along with Holly Johnson, President/CEO of the Grand Haven Area Community Foundation. The Council also will include representatives from the West Coast Chamber, Chamber of Grand Haven, Spring Lake and Ferrysburg, United Way of Ottawa and Allegan Counties, Ottawa County, Lakeshore Advantage and Community SPOKE. Imagine what it will be like when a first year teacher can actually afford to live in the district where they teach or when young parents can afford to spend more time with their kids because they don’t have to work multiple jobs. This is what Housing Next can make possible if we all join in supporting efforts to lower the costs of housing in our community. CFHZ is honored to be a part of making this vision a reality. 2
2017 Competitive Grants: A Snapshot of Round 2 and 3 Grant Awards $364,750 in grant awards were distributed from the Holland Rescue Mission Community’s Endowment to 11 local nonprofits in Gateway Center Vocational Training School the second and third competitive grant cycle of 2017. This $45,000 over 3 years will develop the internal programmatic Boys and Girls Club of Greater Holland Holland Heights Extension
This $75,000 grant over 3 years will offer a new program site in Holland Heights to enable all young people, especially those who need support most, to reach their full potential as productive, caring, responsible citizens.
Why this matters: Through a two year planning process, the BGC
staff and board identified Holland Heights as the area with the greatest need for BGC’s services and the essential elements that are likely to lead to a successful program. The new Holland Heights site will have a lasting impact on the children and families who are able to access consistent, daily after school programming that provides a safe space with caring adults and nurturing activities for students.
structure for a work-based therapy program for homeless men and women to increase their individual ability to sustain themselves through career advancement, addiction recovery, and basic life-skills training, providing local employers with a stable workforce, while mirroring the values of our community. Why this matters: The Gateway Center Vocational Training School will have a lasting impact on program participants who will be better equipped to maintain employment for the long-term and to build a healthy life for themselves outside of work.
Bethany Christian Services Building Campaign
This $40,000 grant assists Bethany Christian Services of Holland in its move to one combined location in order to improve efficiency of services and foster greater collaboration of teams to benefit the children and families served. Why this matters: BCS provides foster care, adoption, counseling and other supportive services to many children and families in our community. The new space will be designed to meet the unique needs of these children and families and will make accessing help easier by bringing all services together in one location.
Western Theological Seminary Community Kitchen Renovation
Children’s Advocacy Center SMART Therapy
This $75,000 grant over 3 years will help bring this innovative, evidencebased approach to therapy to children and youth who have been victims of sexual abuse in our community. SMART (Sensory Motor Arousal Regulation Treatment) therapy will add a new array of strategies to the standard mental health therapy repertoire that CAC provides. In a space specifically designed for this program, children can playfully use big pillows, weighted blankets, balance beams, art materials, and other equipment that call for full engagement of the whole body and mind. Why this matters: Emotional, behavioral, and interpersonal life is exceedingly difficult for children who have experienced complex trauma. Everyday situations at home and school can be very challenging for them to navigate. Without effective support, these challenges can persist and negatively impact victims throughout the rest of their childhood and as adults. SMART therapy can help these children heal and learn to cope with the effects of the trauma they’ve experienced so that they have the best possible chance for a happy, healthy future. 3
This $30,000 grant will provide an updated Community Kitchen space which serves an average of more than 200 meals per day and over 75,000 meals each year to residents in need. The renovations will equip the Community Kitchen to continue providing meals in a safe and welcoming environment. Why this matters: Having a place in the community where residents in need of food can receive a meal with no questions asked has a significant impact in addressing their immediate hunger as well as providing a gateway for Community Action House to connect them with other supportive services.
Community SPOKE Age-Friendly Holland/Zeeland Transportation Study and Plan
This $25,000 grant will help to conduct a comprehensive study to identify the barriers that seniors in the Holland/Zeeland Area experience related to transportation and to facilitate a community-wide planning effort to identify goals and strategies to address the challenges presented by the study. Why this matters: Transportation is one of the biggest barriers that seniors and many other residents face in fully participating in and contributing to our community. Transportation is often the missing link between the opportunities, services and supports available in our community and the people who need them. Understanding the true nature of local residents’ transportation needs will have a lasting impact on our ability to effectively address this challenge as a community.
Latin Americans United for Progress Community Feedback and Reorganization Project
This $20,000 grant will work to engage Latino community leaders, leaders of partner organizations, and most importantly, area Latino residents to determine the most urgent needs to address to insure that Latinos thrive in our community and to utilize the information gained to shape LAUP’s future work. Why this matters: The Latino population in the Holland/Zeeland area is growing and the information gathered through this process will have a lasting impact on our collective understanding of the most pressing needs and promising opportunities for our local Latino community.
Holland Free Health Clinic Digital X-Ray Technology
This $13,000 will purchase digital x-ray equipment that will allow dental professionals at HFHC to better diagnose dental diseases and improve the health and lives of patients. Why this matters: More than 1 in 5 adults in Ottawa County have not been to the dentist within the past year. Those who haven’t received dental care are disproportionately less educated and more likely to be living in poverty. Digital X-ray equipment will help HFHC continue to provide high quality care to patients and to interact efficiently and effectively with community partners to best serve patients for the long term.
Pioneer Resources Holland Site Renovation
This $20,000 grant will be used to renovate a new Holland office location to ensure safety, accessibility and functionality for expanding programs serving seniors and individuals with disabilities. Why this matters: Opening a physical office location in the Holland/ Zeeland area is a significant step for Pioneer Resources as demand for its services in our community, particularly related to transportation for senior citizens and assessment and programming for children with autism, continues to grow.
Hand2Hand Lakeshore Initiative
This $13,000 grant will be used to ensure that along the Lakeshore, every child who is at risk of food insecurity, early childhood through high school, has a weekend food resource to ensure they have the opportunity to succeed academically, emotionally, and physically. Why this matters: Over 5,000 students in the Holland/Zeeland area struggle with hunger at home. Through the Lakeshore Initiative, Hand2Hand will begin providing an additional 1,500 students with weekend meal backpacks in addition to the 1,400 children already being served. Having access to reliable food on the weekends removes a major barrier to health and learning for these children.
City on a Hill Ministries Health Clinic Remodel
This $10,000 grant will be used to remodel the health clinic space to increase patient confidentiality and improve safety for providers and patients. Why this matters: Increasing privacy for patients receiving care and discussing medical issues is essential for confidentiality and will lead to improved communication and more open dialogue between patients and providers that will improve patient health outcomes.
10 Year Anniversary of the HEDCOR FUND “The HEDCOR legacy is a testament to Lou Hallacy’s leadership. His connections to the City of Holland, Park Township, and Holland Charter Township created the perfect storm to get us where we are today. Lou and my former fellow HEDCOR directors recognized it was time to preserve equity and support economic development in a new way to expand the economy,” recalled Elhart.
This year marks the 10-year anniversary of the creation of the HEDCOR Fund at the Community Foundation, which was established in 2007 by forwardthinking leaders to support future economic development in our area. “Establishing this fund was a long-term investment for our kids and grandkids. The Holland Economic Development Corporation (HEDCOR) is a major reason our local manufacturing is what it is today,” noted Jeff Elhart, a past HEDCOR board chair who helped make the decision to bring the resources to the Community Foundation. “The leaders behind HEDCOR laid a very strong foundation to build our next generation economy. The strides they made have helped to keep our area in the forefront of Michigan communities,” said Jane Clark, President of the Michigan West Coast Chamber.
Reflecting on Legacy and History Founded in 1962 as a philanthropic effort, HEDCOR’s mission was to promote the general welfare of industry and business, and to encourage, increase, maintain, and preserve the employment of labor in business and industry in the local area. With that mission in mind, HEDCOR led industry growth for 45 years and developed what are now thriving industrial parks: the Southside Industrial Park in the City of Holland and the Northside Industrial Park in Holland Charter Township. It’s important to recall that in the 60s, 70s, and 80s, industrial developers weren’t present like they are today. “HEDCOR was a pioneer of industry during this time,” noted Lou Hallacy, former mayor and Chamber President. “We focused on creating spaces where companies could come to Holland instead of go to other communities. We had a vision for what this community needed and with diligence and persistence, we achieved that, but it took time, as most good things do.” In 2007, after much success, Lou and the HEDCOR directors recognized that times had changed and new developers were entering the community. “We saw the need for employee training and community development that looked different than developing property,” said Hallacy. Jeff Elhart, Chairman of HEDCOR and Lou Hallacy, Past President of the Holland Area Chamber, approached Holland Charter Township with an out-of-the-box idea; for the Township to purchase and manage the parcels of land that made up the industrial park. A strong partnership was formed as HEDCOR and Holland Charter Township entered into a purchase and sale agreement in which the Township purchased HEDCOR’s remaining land assets—100 acres of industrial property. While HEDCOR was dissolved after this transaction, its legacy of economic growth and prosperity has lived on through the proceeds of the land sale which went into the HEDCOR economic development fund at the Community Foundation. 5
The purchasing of HEDCOR’s 100 acres of property was a big commitment, but the Township knew it was the right decision. “They did this for the good of the community,” noted Lou Hallacy. “You couldn’t have asked for better collaborators and team players than Terry Nienhuis, Don Komejan, and the late Bill Driesenga, coupled with the HEDCOR leadership of Don Heeringa and Jeff Elhart. We found a great partner in the Township.” “We recognized the importance of measuring control over that acreage to keep it available as sites for manufacturing. We’ve had acreage dedicated for industrial use, which has brought new and expanded industry,” said Terry Nienhuis. In the past ten years, a number of businesses have purchased parcels of the industrial park land, creating jobs and furthering economic growth, such as: EBW Electronics, Liberty Plastics, Stowe Company, Agritek, Trick Tool, and more. The best part? These companies have grown and thrived locally, and were able to add additional property because of the foresight of the Township’s land purchase from HEDCOR. “When local companies wanted to expand, we had a place for them nearby. It turned out to be a really positive opportunity, as it provided them the flexibility needed to expand when the time was right,” noted Komejan.
HEDCOR Fund Impact Founded with more than $1 million, the HEDCOR fund has provided $50,000 in annual support to Lakeshore Advantage since its inception ten years ago. It also provided $250,000 in support to help launch the Michigan State University Bioeconomy Institute. Its flexible funding allowed for a $500,000 startup loan to help launch New North Center for Innovation and Design, which was paid back into the fund over time. Most recently, the HEDCOR fund helped with getting the Holland SmartZone designation up and running by providing $200,000 in seed funding for its first five years. All of this has happened and there is still more than $400,000 left in the fund for future local impact. “This is exactly what the dream of the HEDCOR fund was about – having flexible resources to respond to economic development needs,” said Elhart. “We all agreed that the Foundation was the right place to put these dollars because of its reputation, stability and permanency,” recalled Terry Nienhuis. “We recognized the importance of having both endowed and non-endowed assets for the future where the board could discern the best investments in community economic development,” said Elhart. “We dreamed of using this fund to grow economic development, and we couldn’t be prouder that ten years later, it is still doing that today,” said Hallacy. This is exactly why the Community Foundation is here in our community. To steward resources for maximum impact on our community today, tomorrow and forever.
SPOTLIGHT ON GIVING Donor Advised Funds
Giving that grows—legacies that last • • • •
118 Funds $15.4 Million in assets $2.25 Million in 2016 grants $3.25 million in 2016 gifts
Donors enjoy administrative convenience, cost savings and tax advantages by giving through a Donor Advised Fund. Each year, they recommend the nonprofit organizations they want to support, and CFHZ staff do all the work in administering the grants.
Gaining a higher return on your company’s charitable investments If your company is having a highly profitable year, consider opening a Donor Advised Fund. • • • • • • • •
Receive a charitable deduction in the year you make the gift and make grants as desired over time. Set aside charitable dollars over multiple years to be able to make a bigger grant in the future. There is no minimum to open a Corporate Donor Advised Fund and the assets are invested and grow tax free. Set aside a portion of your charitable giving each year and use it to support your nonprofit partners if you encounter a less profitable year. Grants are not limited to nonprofits in the Holland/Zeeland area. Ease the burden on your finance team by organizing your giving in one place instead of sending out multiple charitable checks throughout the year. Grants can be in the name of the company or may remain anonymous. Easily manage your fund online.
“This fund gives us an anchor into the future. If there are hard times financially in our community, we’ll still have the ability to give. It’s often in the hard times that organizations experience the greatest levels of need. By saving now for the future, we’ll be able to help re-energize the economy when it’s needed the most.”
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–David Bolt, President of GMB Architecture + Engineering
Helping your family build a tradition of giving If you have benefited from the strong investment markets this year, consider opening a Donor Advised Fund. When you establish a Donor Advised Fund with the Community Foundation, you: •
Only have to make one gift and keep track of one donation receipt.
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May add to your fund at any time, receive an immediate tax deduction, but then distribute funds over longer periods of time.
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Have the opportunity to give anonymously, if desired.
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Have access to the expertise of the Community Foundation’s professional staff.
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Have the option of giving gifts of stocks/appreciated assets.
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May engage the next generation by allowing your children to participate as advisors, passing along the joy and values of charitable giving.
If you are interested in learning more, please contact Mike Goorhouse (mgoorhouse@cfhz.org) or Ann Query (aquery@cfhz.org)
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Nonprofit Organization U.S. Postage PAID Holland, MI 49423 Permit 45
85 East 8th Street, Suite 110 • Holland, MI 49423
If your salutation appears incorrectly, or if you received this mailing to the incorrect address, please contact us at info@cfhz.org or 616-396-6590.
New & Noteworthy THANK YOU NICOLE
End of year
giving reminders
If you intend to make a contribution of appreciated assets such as stocks, make sure you talk with your financial advisor so the process can be started before December 20th in order to be sure the gift occurs in the 2017 year. December 30th and 31st are during the weekend this year and the office will be open on a limited basis. If you plan on making a contribution with a credit card payment, please do so online before December 31st. We do not advise mailing in a credit card payment after December 22nd, as we can’t guarantee we will receive it before the end of the year.
It is with a mixture of sadness and excitement that we share that our Communications Manager, Nicole Paquette, has recently accepted a position at the Communities Foundation of Texas in Dallas. In her five years with us, Nicole has taken our events, publications and overall marketing efforts to new heights. Thank you Nicole, for all that you have done to set CFHZ up for success for many years to come!
WELCOME, LINA PIERSON AND JESSICA LYNCH
Welcome to our new teammates who recently joined our team: Lina Pierson, Communications Associate, and Jessica Lynch, Executive Assistant. We look forward to you meeting them the next time you’re in the office! Congratulations to Barb Widener, who has been promoted from Administrative Assistant to Finance Associate!
GRBJ’s 40 UNDER FORTY BUSINESS LEADERS President/CEO Mike Goorhouse was honored for the fourth year in a row by the Grand Rapids Business Journal as one of 2017’s 40 Under Forty Business Leaders. Congratulations to Mike and the other three lakeshore honoreers: Brian Pageau, Adam Russo, and Jesse Bernal!
2018 COMPETITIVE GRANT DEADLINES
Nonprofit partners: The competitive grant application submission deadlines for 2018 are: January 15, May 14, and September 10. Visit cfhz.org for guidelines and more details.
2018 SCHOLARSHIP INFORMATION
Applications for 2018 scholarships will be available in January 2018 and must be submitted online by 5:00pm on March 1. Over $658,000 in scholarships were awarded in 2017. Learn more at cfhz.org or contact Stacy Timmerman, Director of Scholarships at stimmerman@cfhz.org
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