Giv Gui ing Ins de ide
The newsletter from the Charities Review Council www.Smar tGivers.org
Charities Review Council launches new website
IN THIS ISSUE… Spring-Summer 2010 • New Review Process and Website • Giving I.Q. Quiz • Planned Giving • Giving Guide • Annual Report
Three Easy Ways to Check Out Charity Reviews Before Giving
Giving Guide 2010
The Charities Review Council is pleased to announce the launch of its new and improved website www.SmartGivers.org. The new website offers easy-to-use features and fresh navigation that takes donors, nonprofits and grantmakers directly to information they are looking for. The new website also features the upgraded Accountability Wizard review process, which incorporates the new Accountability Standards approved last year. The Accountability Wizard is the Council’s online educational assessment tool for charities. The redesigned user-friendly Accountability Wizard offers charities improved navigation and enhanced online hands-on tools and technical resources as they go through the review process. At the same time, the Council has lengthened the time a charity has to complete its review — from 60 days to a full year in order to take advantage of the Council’s technical assistance in making
changes needed to meet standards. “These new changes to the Accountability Wizard make it easier for charities to participate in the review process and align with sound governance and organizational practices,” said Rich Cowles, executive director of the Charities Review Council.“Ultimately, the charity review process helps provide peace of mind for donors who want assurances that they are making smart giving decisions to accountable, transparent and trustworthy organizations.” The Council worked closely with Urban Planet Software and Triangle Park Creative to develop and design the new website. The website upgrade was made possible with funding from ADC Foundation and Kellogg Action Lab Innovative Practice Fund. Take the new website for a test drive and let us know what you think. Please email comments and suggestions to email@example.com.
Check out the Giving Guide on page 3 of this newsletter for a list of reviewed charities.
Call (651) 224-7030 or (800) 733-GIVE
The Smart Giver www.SmartGivers.org Charities Review Council
Fulfilling Your Philanthropic Dreams: Leave a Legacy through Planned Giving We are glad to hear that so many of you have continued supporting worthy charities, even as we’ve been facing our country’s most severe recession in decades. We’ve also received more inquiries from donors about resources for planned giving, perhaps because generous donors know that they can take steps in planning that are rewarding now, and will continue to benefit our communities for generations to come. While speaking with your attorney or tax advisor regarding planned giving is always recommended, here is a basic definition of planned giving and also a chart that maps out some different types of gifts and their potential benefits. Type of Gift
It is important to understand the types of gifts accepted by different charities. Not all charities have the capacity to accept all types of gifts. Many organizations have gift officers that can provide you with information regarding the different types of gifts accepted. Community foundations can also serve as a valuable resource when reviewing your giving options. What is planned giving? Planned giving includes a wide variety of charitable giving vehicles that allows you to support a charity during your lifetime and/or after your death. Understanding the various planned giving options is important when factoring in your
current income needs as well as providing for your heirs. Planned giving is typically done in conjunction with estate planning, and is a viable option for donors of all income levels. Who should consider planned giving? Everyone. One of the largest myths about planned giving is that one must be financially wealthy. In actuality, planned giving can be as simple as including a charity in your will. Planning to leave a charitable legacy is another important way to be a smart giver. Here are a few of the many planned giving vehicles you can explore, as well as resources for additional information:
Charitable bequest in will (cash, specific property, or share of estate residue)
You don’t want to affect your current cash flow, but still make a substantial gift.
Allows you to leave a legacy and offers the benefit of estate tax deduction.
You want to make a substantial gift and avoid capital gains tax.
Allows you to provide a gift that actually costs you less than the benefit it provides to the organization (with no capital gains tax).
Charitable gift annuity or a charitable remainder trust
You want income benefits from your gift, thus enabling you to make a larger gift.
Make a significant gift that benefits you now and the charitable organization later.
Life estate gift
You want to make a gift that doesn’t affect your current lifestyle.
Avoid capital gains tax and take advantage of income tax deduction.
Easy way to leave a gift of a retirement plan, life insurance policy or annuity contract.
Like a bequest, it allows you to leave a legacy and offers the benefits of estate tax deduction.
Support the Council
The Planned Giving Design Center: www.pgdc.com
Greetings Friends, Thank you for being an informed giver. If you haven’t yet, I encourage you take a look at our new website featuring a fresh design and easy-to-use navigation to help you easily and conveniently find tools and information to help you make informed giving decisions.
LEAVE A LEGACY: www.leavealegacy.org Partnership for Philanthropic Planning: www.pppnet.org Registered Financial Planners Institute: www.rfpi.com The information provided is not intended as tax or legal advice. Seek the advice of an attorney or tax advisor for information specific to your situation.
I hope the planned giving tips in this issue are helpful to you as you consider the legacy you would like to leave. If you would like to include the Charities Review Council in your planned giving to ensure that our resources for informed giving and nonprofit accountability will continue to strengthen our communities for future generations, you can indicate your interest on the envelope provided or contact me directly at (651)224-7030, ext. 14. Because you share our vision for vibrant and healthy communities, benefitting from effective and trustworthy nonprofits, we ask you to be as generous as possible and include the Council in your regular giving as well. Please include the Council in your giving this year by sending your gift in the envelope provided in this newsletter. We truly appreciate your support. Best regards,
Rich Cowles Executive Director
The Smart Giver www.SmartGivers.org Charities Review Council 3
g n i v i G e Guid10 20
How to use this Guide The Charities Review Council does not endorse or disapprove of any organization. Inclusion in or omission from the Giving Guide does not imply approval or disapproval.
How does a charity get listed? This list features charities that have voluntarily participated in reviews with us as one of the ways to demonstrate transparency. Reviews, valid for three years, are based on adherence to our Accountability Standards (see pullout section for more on the standards) and require a small administrative payment.
Are you looking for a charity that isnâ€™t listed? This list reflects the latest review results as of April 1, 2010. If a charity is not listed, it is either an unreviewed charity or has not completed its review. If a charity has not been reviewed, encourage the organization to sign up for a review.
How can I get information about unreviewed charities?
Key To Symbols The Charities Review Council determined that
You can find limited information about unreviewed charities on SmartGivers.org as provided by the Minnesota Attorney Generalâ€™s Office Charities Division or call us at (651) 224-7030 to ask about unreviewed charities.
the organization meets all standards. The Charities Review Council determined that the organization did not meet one or more of the standards. A list of unmet standards follows.
New Accountability Standards In April 2010, the Charities Review Council will begin applying a new set of Accountability Standards to charity reviews. The charities listed below were reviewed with the previous set of standards. As reviews under the previous set of standards expire, those charities will have an opportunity to renew and be reviewed under the new Accountability Standards.
Giving Guide As of April 1, 2010 A Breath Of Hope Lung Foundation (New Organization) AccessAbility, Inc. Accessible Space, Inc. ACES (Athletes Committed To Educating Students) AchieveMpls Admission Possible Advocates For Human Rights, The Aeon African American AIDS Task Force African American Family Services, Inc. Meets all standards except: Financial Health
Real-time up-to-date nonprofit listings available online at www.SmartGivers.org Midwest
Brain Injury Association Of Minnesota
American Red Cross - South Central MN Chapter
Bridge For Hudson Youth, Inc. Meets all standards except: Use Of Funds, Board Fiduciary Oversight
American Red Cross Twin Cities Area Chapter Meets all standards except: Financial Health American Refugee Committee Amherst H. Wilder Foundation Ananya Dance Theatre Angel Foundation Animal Humane Society Anna Marie's Alliance Annex Teen Clinic
Bridges Of Hope Bridging, Inc. Cabrini Partnership Camp Odayin Cancer Legal Line (New Organization) CAPI CARE Caring Rivers United Way CaringBridge
Agape 24hr. Child Development Centers Administration Office Meets all standards except: Financial & Annual Reporting, Accomplishments, Board Meetings, Conflict Of Interest Policy, Board Compensation, Board/Staff Positions, Board Term Limits, Use Of Funds, Board Fiduciary Oversight, Ethical Fundraising, Voluntary Charitable Giving
Apple Tree Dental
Alexandra House, Inc. Meets all standards except: Financial & Annual Reporting, Reporting Consistency, Financial Health
Arthritis Foundation North Central Chapter
Alliance For Metropolitan Stability
Asian Media Access
Alliance Housing Incorporated
Association For Nonsmokers - Minnesota
ALS Association, Minnesota Chapter, The
Avenues For Homeless Youth
Charities Review Council Of Minnesota, Inc. (Informational Self-Review)
Banyan Community, The
Chatfield Brass Band, Inc.
Alzheimer's Disease And Related Disorders Association, Inc., MinnesotaNorth Dakota Chapter
Child Care Choices, Inc.
Big Brothers Big Sisters Of The Greater Twin Cities
American Cancer Society American Composers Forum American Diabetes Association American Lung Association Of The Upper
Arc Greater Twin Cities Arc Midstate
Carmen Pampa Fund Casa De Esperanza
Arc Southeastern Minnesota
Catholic Charities Of St. Paul And Minneapolis
Arrowhead Zoological Society
Catholic Charities Of The Diocese Of St. Cloud
Ascension Place, Inc.
Center For Victims Of Torture Central Minnesota Community Foundation Channel One, Inc.
Children's Cancer Research Fund Meets all standards except: Use Of Funds
Books For Africa, Inc.
Children's Dental Services
Boys & Girls Clubs Of The Twin Cities
The Smart Giver www.SmartGivers.org Charities Review Council Canâ€™t find a charity?
Giving Guide â€“ continued
See page 3 for information or call us at (651) 224-7030.
As of April 1, 2010 Children's Home Society & Family Services
Children's Shelter Of Cebu
Disabled American Veterans Department Of MN
Children's Theatre Company, The
Disabled American Veterans Minneapolis Chapter 1
Choral Arts Ensemble Of Rochester Christian Appalachian Project Churches United In Ministry
Diversity Council Dodge Nature Center Domestic Abuse Project, Inc.
Greater Metropolitan Housing Corporation Greater Minneapolis Council Of Churches Greater Minneapolis Crisis Nursery Greater Twin Cities United Way Guild Incorporated Haiti Outreach, Inc.
East Side Neighborhood Services, Inc.
Hands On Twin Cities / Volunteer Resource Center
East Suburban Resources, Inc.
ElderCare Rights Alliance
Headwaters Foundation For Justice
Emergency Foodshelf Network
Hearing And Service Dogs Of Minnesota
Epilepsy Foundation Of Minnesota
Heart Of The Beast Theatre, Inc.
Episcopal Community Services
Hearthstone Of Minnesota
EQuality - Pathways To Potential
Helping Hands Outreach To Elders, Inc.
Evergreen House, Inc., The
Helping Paws, Inc.
Commonweal Theatre Company Meets all standards except: Financial & Annual Reporting, Reporting Consistency, Use Of Funds
Hemophilia Foundation Of Minnesota/Dakotas
City Of Lakes Community Land Trust City Of Lakes Waldorf School Meets all standards except: Board/Staff Positions Clare Housing CLEARCorps USA Meets all standards except: Financial & Annual Reporting, Accomplishments, Reporting Consistency, Board Meetings, Use Of Funds, Board Fiduciary Oversight, Voluntary Charitable Giving
Communities Investing In Families
Eye-Link Foundation (New Organization) Face To Face
Community Action Council, Inc.
Fairview Foundation Meets all standards except: Use Of Funds
Community Action Partnership Of Ramsey & Washington Counties
Faith's Lodge (New Organization)
Community Action Partnership Of Suburban Hennepin
Family & Children's Service
Community Emergency Assistance Program Community Health Charities Minnesota Community Involvement Programs Community Mediation Services, Inc. Community Resource Connections, Inc. Community Shares Of Minnesota Community Volunteer Service And Senior Centers
Falls Hunger Coalition, Inc. Family Hope Services, Inc. / TreeHouse Family Pathways Family Tree, Inc., The FamilyMeans Feed My Starving Children Fergus Falls Senior Citizens Program, Inc. Fraser
HFH Of Douglas County, Minnesota, Inc. HIRED Hmong American Partnership Home For Life / The Animal Sanctuary Of St. Croix Valley, Inc. Honors Choirs Of Southeast Minnesota HOPE Center Hope Community, Inc. Hope House Of St. Croix Valley Hospice Minnesota House Of Charity, Inc. HSI / Human Services, Inc. Hunger Solutions Minnesota Immigrant Law Center Of Minnesota
Free Arts Minnesota Meets all standards except: Board Fiduciary Oversight
Free To Be, Inc.
Intercongregation Communities Association
Compatible Technology International
Comunidades Latinas Unidas En Servicio, Inc. (CLUES)
Interfaith Hospitality Network Of Greater Rochester
Confidence Learning Center Conflict Resolution Center
Fremont Community Health Services, Inc.
Interfaith Outreach & Community Partners
International Breast Milk Project (New Organization)
Friends Of The Boundary Waters Wilderness
Friends Of The Minnesota Sinfonia
Cornerstone Advocacy Service
Friends Of The Mississippi River
Genesis II For Families, Inc.
Crohns & Colitis Foundation
Girl Scouts Of Minnesota And Wisconsin River Valleys
Jewish Historical Society Of The Upper Midwest Meets all standards except: Reporting Consistency, Use Of Funds
Give Us Wings
Joseph's Coat, Inc.
Goodwill / Easter Seals Minnesota
Junior Achievement Of The Upper Midwest
CROSS Cura Center, Inc. Cystic Fibrosis Foundation Dakota Woodlands
Great Neighborhoods! Development Corporation
Damiano Of Duluth, Inc.
Greater Mankato Area United Way
Jeremiah Program Jewish Community Center Of The Greater St. Paul Area Jewish Family And Children's Service Of Minneapolis
Juvenile Diabetes Research Foundation Keystone Community Services
The Smart Giver www.SmartGivers.org Charities Review Council 5 Can’t find a charity?
Giving Guide – continued
See page 3 for information or call us at (651) 224-7030.
As of April 1, 2010 Kinnickinnic River Land Trust, Inc. Kinship Of Greater Minneapolis
Miller-Dwan Foundation Meets all standards except: Reserve Limits
Minneapolis Community And Technical College Foundation
Lakes Area Youth Service Bureau, Inc.
Minneapolis Heart Institute Foundation
Land Stewardship Project
Minneapolis Institute Of Arts / Minneapolis Society Of Fine Arts Meets all standards except: Board Term Limits
Lao Family Community Of MN, Inc. Meets all standards except: Board Compensation, Board Fiduciary Oversight Latino Economic Development Center Laura Baker School Association Lawyers Concerned For Lawyers League Of Women Voters Minneapolis Meets all standards except: Use Of Funds Learning Disabilities Association Legal Assistance Of Washington County, Inc. Legal Rights Center, Inc. LegalCORPS Let's Go Fishing With Seniors Leukemia & Lymphoma Society, Inc., The
Model Cities Of St. Paul, Inc. Morton Cure Paralysis Fund MPD Foundation Meets all standards except: Board Fiduciary Oversight Muscular Dystrophy Association National Blood Clot Alliance
Minneapolis Jewish Federation
National Federation Of The Blind Of Minnesota
Minneapolis Urban League
National Kidney Foundation, Inc.
Minnesota Adoption Resource Network
National Multiple Sclerosis Society, Minnesota Chapter
Minnesota AIDS Project Minnesota Assistance Council For Veterans Minnesota Chapter Of The National Stroke Association Minnesota Children’s Museum Minnesota Coalition For Battered Women Minnesota Council For Quality, Inc. Minnesota Council Of Nonprofits
Library Foundation Of Hennepin County
Minnesota Council On Economic Education
Minnesota Dance Theatre & The Dance Institute
Native Americans In Philanthropy Nature Conservancy In Minnesota, The Neighborhood Development Center Neighborhood House Neighborhood Involvement Program Neighbors, Inc. New Foundations, Inc. New Pathways, Inc. Northern Clay Center Northern Communities Land Trust
Minnesota Fathers & Families Network
Northern Star Council, Boy Scouts Of America
Minnesota Fighting AIDS On Bikes
Northwest Youth & Family Services
Lifetrack Resources, Inc.
Minnesota Home Ownership Center
One Heartland, Inc.
Lifeworks Services, Inc.
Minnesota Indian Women's Resource Center
Open Arms Of Minnesota
Minnesota Indian Women's Sexual Assault Coalition Meets all standards except: Use Of Funds, Board Fiduciary Oversight
Ordway Center For The Performing Arts
Life-Work Planning Center Board, Inc. LifeSource / Upper Midwest Organ Procurement Organization, Inc.
Little Brothers Friends Of The Elderly Loaves And Fishes Too Lourdes Foundation, Inc. Meets all standards except: Use Of Funds Lupus Foundation Of Minnesota Meets all standards except: Use Of Funds Lutheran Partners In Global Ministry Make-A-Wish Foundation Of Minnesota Mankato Rehabilitation Center, Inc. MAP For Nonprofits March Of Dimes Foundatioung Men's Christian Association (YMCA) McLeod Emergency Food Shelf
Minnesota International Center Minnesota International Health Volunteers Minnesota Land Trust Minnesota Life College Minnesota Literacy Council, Inc. Minnesota Medical Foundation Minnesota Organization On Adolescent Pregnancy, Prevention And Parenting
Open Your Heart To The Hungry And Homeless Overcomers Outreach Ministries, Inc. Meets all standards except: Financial & Annual Reporting, Financial Health, Board Fiduciary Oversight PACER Center, Inc. Page Education Foundation Meets all standards except: Board Term Limits Pancreatic Cancer Action Network, Inc. Parks & Trails Council Of MN Meets all standards except: Reserve Limits People Incorporated
Mediation Services For Anoka County
Minnesota Organization On Fetal Alcohol Syndrome
Melpomene Institute For Women's Health Research
Minnesota Ovarian Cancer Alliance, Inc.
People Responding In Social Ministry
Minnesota Public Radio
People Serving People, Inc.
Minnesota Teen Challenge
Minnesota Valley Humane Society Meets all standards except: Use Of Funds, Financial Health
Minnesota Youth Intervention Programs Association Meets all standards except: Board Fiduciary Oversight
Pillager Family Council
Memorial Blood Centers Mental Health Association Of Minnesota Merrick Community Services Merrick, Inc. Metro Hope Ministries, Inc. Metro Meals On Wheels, Inc. Metropolitan Economic Development Association Mid-Minnesota Legal Assistance Midwest Health Center For Women Midwest Special Services, Inc.
People Reaching Out To Other People
Phyllis Wheatley Community Center Pillsbury United Communities
Minnetonka Center For The Arts
Pioneer Public Television Meets all standards except: Use Of Funds
Miracles Of Mitch Foundation
Plan USA / Plan International USA, Inc.
Mississippi River Fund (New Organization)
Planned Parenthood Minnesota, North Dakota, South Dakota
Mixed Blood Theatre Company
Plymouth Christian Youth Center
The Smart Giver www.SmartGivers.org Charities Review Council Can’t find a charity?
Giving Guide – continued
See page 3 for information or call us at (651) 224-7030.
As of April 1, 2010 Sight & Hearing Association
Simpson Housing Services, Inc.
Twin Cities Gay Men's Chorus
Slavic Community Center Meets all standards except: Use Of Funds
Twin Cities Habitat For Humanity
Pro Choice Resources
Sojourner Project, Inc.
Southern Valley Alliance For Battered Women
Preservation Alliance Of Minnesota Meets all standards except: Use Of Funds Prevent Child Abuse Minnesota
Productive Alternatives, Inc. Project For Pride In Living, Inc.
Southside Family Nurturing Center
Reading Center, The
Southwest Minnesota Private Industry Council, Inc. Meets all standards except: Board Compensation
Ready 4 K
Springboard For The Arts
Rebuilding Together Twin Cities
St. Anthony Park Block Nurse Program
Red River Valley Dental Access Project Meets all standards except: Board Meetings, Board Fiduciary Oversight
St. Croix Valley Community Foundation
Project Pathfinder, Inc.
Regional Parks Foundation Of The Twin Cities (New Organization)
St. David’s Center For Child & Family Development St. Jude Children's Research Hospital
St. Louis Park Emergency Program
St. Paul Neighborhood Network
St. Stephen's Human Services
Stages Theatre Company
Restorative Justice Community Action, Inc. (RJCA)
Stearns County Historical Society, Inc.
Reuben Lindh Family Services
Twin Cities Public Television Twin Cities RISE! Union Gospel Mission Association Of St. Paul Union Gospel Mission, Inc. United Cerebral Palsy Of Central Minnesota United Cerebral Palsy Of Minnesota United Way Of Douglas & Pope Counties United Way Of Greater Duluth United Way Of Northeastern Minnesota United Way Of Olmsted County, Inc. United Way Of The Brown County Area, Inc. United Way Of Washington County - East United Way Of West Central Minnesota University Of Minnesota Foundation Vail Place VEAP, Inc. Vision Loss Resources VocalEssence
Rochester Area Habitat For Humanity
Stone Soup Thrift Shop (Basic Needs, Inc. Of South Washington County)
Rochester Art Center
Store To Door, Inc.
Volunteers Of America Of Minnesota
Rochester Neighborhood Resource Center
Students Today Leaders Forever (New Organization)
Waseca Area Neighborhood Service Center
Tanzania Life Project
Washburn Center For Children
Tasks Unlimited, Inc.
Teens Alone, Inc. Meets all standards except: Board Fiduciary Oversight
We Can Ride, Inc.
Ten Thousand Things Theater
West 7th Community Center
Textile Center Of Minnesota
West Hennepin Affordable Housing Land Trust
Ronald McDonald House Charities, Upper Midwest Meets all standards except: Use Of Funds Ronald McDonald House Of Rochester, MN, Inc. RS EDEN Rum River Health Services, Inc. Rural Renewable Energy Alliance Sabathani Community Center Meets all standards except: Financial Health
The Aliveness Project
Sabes Jewish Community Center
The Bridge For Youth
Saint Paul Area Council Of Churches
Salvation Army Northern Division, The
The Jungle Theater
SAVE (Suicide Awareness Voices Of Education)
Scholarship America, Inc.
The Loft, Inc.
Volunteer Lawyers Network, Ltd.
Wellstone Action Fund
West Suburban Teen Clinic West Wisconsin Land Trust Western Communities Action Network Meets all standards except: Financial & Annual Reporting Wilderness Inquiry Wishes & More
Science Museum Of Minnesota
The Minnesota Affiliate Of Susan G. Komen Breast Cancer Foundation
Scott Carver Dakota CAP Agency, Inc.
The Playwrights' Center
Women's Foundation Of Minnesota
The Village Family Service Center
Second Harvest Heartland
The Wayside House, Inc.
Women's General Auxiliary To Shriners Hospitals For Children-Twin Cities Meets all standards except: Reserve Limits
Second Harvest North Central Food Bank
Tix For Tots (New Organization)
Second Harvest Northern Lakes Food Bank
Touchstone Mental Health
YMCA Camp Olson
Tree Trust Meets all standards except: Board Fiduciary Oversight
YMCA of Greater Saint Paul
Tri-County Humane Society
Youth Frontiers, Inc.
Senior Community Services Sexual Assault Program Of Beltrami, Cass & Hubbard Counties
Women's Advocates, Inc.
YMCA Of Metropolitan Minneapolis
The Smart Giver www.SmartGivers.org Charities Review Council 7 Can’t find a charity?
Giving Guide – continued
See page 3 for information or call us at (651) 224-7030.
As of April 1, 2010 Youth Performance Company
ECHO Minnesota (New Organization)
Youth Service Bureau, Inc.
Food for Hungry Minds
YWCA Of Minneapolis
Jabbok Family Services
YWCA St. Paul
Lutheran Social Service of Minnesota
Zumbro Valley Mental Health Center
Mano a Mano International Partners
Reviews in Progress
Pet Haven, Inc. of Minnesota
Charities listed as “Incomplete Review” enrolled for a review but did not complete the review process. There may be a variety of reasons that a charity is unable to complete its review. Please contact the organization for more information.
Charities listed as “Review in Progress” are currently being evaluated.
Rochester Area Family Y
Boys & Girls Club of Rochester
Storefront Group, The
Camp Fire USA-MN Council
Bakken Museum, The
Surgical Eye Expeditions International, Inc.
Family Place, The
Bear Creek Services
Thomas E. and Edna D. Carpenter Foundation
Global Citizens Network
Business, Arts and Recreation Center Children’s Health Care Foundation
Way to Grow, Inc.
Pine River-Backus Family Center
Community Action Duluth, Inc.
Urban Ventures Leadership Foundation
Minnesota Environmental Partnership
Person to Person, Inc.
Standards of Accountability PUBLIC DISCLOSURE Legal Compliance (1A) For the year under review and the preceding two years, the organization has not violated any applicable provisions of Minnesota or federal law relating to the organization’s tax exempt status, registration with and reporting to governmental agencies and the public or fundraising practices.
Financial & Annual Reporting (1B) Standard: The organization provides the following upon request: An annual report that includes: • A description of the organization’s purpose, • A description of its program activities, accomplishments and geographic area served, • A summary of the total cost of each major program (to the extent required in the IRS Form 990), and • A list of the organization’s board of directors. Annual financial statements prepared in conformance with generally accepted accounting principles, and audited when required by federal or state law or contracts to which the organization is a party.
Accomplishments (1C) Through the annual report or other communications available to donors, the organization provides specific, objective information about its accomplishments related to its stated mission.
Reporting Consistency (1D) Program names, activities and financial information listed in the annual report, audited financial statement and IRS Form 990 are consistent.
GOVERNANCE Board Meetings (2A) The governing board meets at least three times per fiscal year with a quorum present, and maintains written minutes of each meeting.
Conflict Of Interest Policy (2B) The organization addresses director, officer, and key staff conflicts of interest pursuant to a written policy that prohibits the interested party from approving or voting on the conflicted transaction and requires full disclosure of all material facts to the appropriate decision makers.
Board Compensation (2C) Board members receive no compensation for board service other than reimbursement of expenses incurred as a result of board participation.
Board/Staff Positions (2D) Not more than one member of the governing board is a paid staff person of the organization; no paid staff person serves as board chair or treasurer.
Board Term Limits (2E) No elected member of the governing board serves for more than five years without standing for re-election.
FINANCIAL ACTIVITY Use Of Funds (3A) At least 70 percent of the organization’s annual expenses are for program activity and not more than 30 percent for management/general and fundraising combined.
Reserve Limits (3B) Unrestricted net assets available for current use are not more than twice the current or next year’s budgeted operating expenses.
Financial Health (3C) The organization does not have persistent or increasing operating deficits.
Board Fiduciary Oversight (3D) The governing board approves an operating budget prior to the beginning of each fiscal year and receives financial reports, at least quarterly, comparing actual to budgeted revenue and expenses.
FUNDRAISING Ethical Fundraising (4A) Solicitations and information materials clearly describe the purpose or programs for which the contributed funds will be used and identify the charity that will receive the contribution. The donor is provided with the address or phone number of the charity. All information provided in connection with solicitations is accurate and not misleading.
Voluntary Charitable Giving (4B) Solicitations do not cause donors to feel threatened or intimidated. The charity maintains a written policy to discontinue contacting any person upon that person’s oral or written request directed to the charity, its professional fundraiser or other agent.
Soliciting Practices (4C) Solicitors who are not employees or volunteers of the charity identify themselves in each solicitation as professional fundraisers and, upon request, provide the name and address of their employer or contracting party. Upon request, persons authorized by the charity to utilize the charity’s name in connection with the sale or marketing of goods or services provide accurate information about the percentage of gross revenue that is paid to the charity.
Nonprofit Org. U.S. Postage
PAID Permit #1743 St. Paul, MN
2610 University Ave. W., Suite 375 St. Paul, MN 55114-2007 Phone: 651-224-7030 or 800-733-GIVE
SmartGivers.org United Way Funded Agency
2010 Board of Directors Heidi Neff Christianson, Vice Chair Moore, Costello & Hart, PLLP
Gloria Contreras - Edin Edin Consulting
Students Today, Leaders Forever
Morris Goodwin, Jr.
Amherst H. Wilder Foundation
Diane Hansen Travelers
The Minneapolis Foundation
Daniel Johnson Steve Joul, Chair
Central Minnesota Community Foundation
Audrey Kintzi Courage Center
3M Community Affairs
Make-A-Wish Foundation of Minnesota
Online Annual Report
Online Annual Report Our online Annual Report will be posted at SmartGivers.org by June 30. If you would like us to mail a printed copy to you, please call (651) 224-7030 or 800-733-GIVE.
Latino Economic Development Center
Khanh Nguyen, Ph.D. Daniel A. Rodriguez, Secretary
Test Your Giving I.Q.
Saint Paul Public Schools
What is your giving I.Q.? Take our fun quiz to test your giving I.Q. To find out how you scored, check out the answers below.
Michael Vinyon, Treasurer Wells Fargo
Ronald J. Zweber Bremer Bank
Staff Rich Cowles Executive Director
1) When you sponsor a
2) Solicitors who are not
3) If a charity sends unsolicited
child through a child sponsorship program, your money always goes only to your assigned child.
employees or volunteers of the charity do not need to identify themselves to you in each solicitation as professional fundraisers.
â€œfreeâ€? gifts like calendars, address labels or other items to you, are you obligated to make a donation to the organization?
Nonprofit Services Assistant
Helen S. Ng
Amy B. Sinykin Special Projects & Operations Manager
Martin Wera Nonprofit Services Manager
1) B. False. While donors may believe that their cash gifts are going directly to a particular child, this is not always the case. Many organizations work with villages or churches to provide programs that benefit entire communities, including the sponsored children living in those communities.
Outreach & Resource Manager
2) B. False. According to the Charities Review Council's Soliciting Practices Standard, donors are entitled to know who is soliciting their gift and what portion of their gift will be received by the charity. Solicitors who are not employees or volunteers of the charity must identify themselves in each solicitation as professional fundraisers and, upon request, provide the name and address of their employer or contracting party. If the organization is engaged in cause-related marketing or its name is used in connection with an event or the sale or marketing of goods or services, upon request, the nonprofit or a person authorized by the nonprofit to use its name provides accurate information about the percentage of gross revenue that the nonprofit receives.
3) B. No. It is illegal for an organization to demand payment for merchandise you didn't order.
Marketing & Communications Manager
Published on Apr 1, 2010
The Smart Giver Newsletter is published twice a year and includes the Giving Guide, our list of strong, accountable and trustworthy nonprofi...