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Smart Giver


Giv Gui ing Ins de ide

The newsletter from the Charities Review Council www.Smar

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 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

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 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:

Personal Objective

Personal Benefit

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.

Appreciated stock

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.

Beneficiary Designations

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:

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: Partnership for Philanthropic Planning: Registered Financial Planners Institute: 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 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 isn’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 as provided by the Minnesota Attorney General’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 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)

Alzheimer's Association

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

ChildFund International

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.

Bolder Options

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

Children's HeartLink


The Smart Giver 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 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.

Hazelden Foundation

Eco Education


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

Common Hope

EQuality - Pathways To Potential

Helping Hands Outreach To Elders, Inc.

CommonBond Communities

Evergreen House, Inc., The

Helping Paws, Inc.

Commonweal Theatre Company Meets all standards except: Financial & Annual Reporting, Reporting Consistency, Use Of Funds

Everyday Miracles

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

Como Friends

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)

Freeport West

Interfaith Hospitality Network Of Greater Rochester

Confidence Learning Center Conflict Resolution Center

Initiative Foundation

Fremont Community Health Services, Inc.

Interfaith Outreach & Community Partners

Fresh Energy

International Breast Milk Project (New Organization)

Cookie Cart

Friends Of The Boundary Waters Wilderness


Friends Of The Minnesota Sinfonia

Cornerstone Advocacy Service

Friends Of The Mississippi River

Courage Center

Friendship Ventures

Crisis Connection

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 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

La Oportunidad

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

Life Coaches

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

Perspectives, Inc.

Minnesota Valley Humane Society Meets all standards except: Use Of Funds, Financial Health

Philanthrofund Foundation

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 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

PRG, Inc.

Slavic Community Center Meets all standards except: Use Of Funds

Twin Cities Habitat For Humanity

Pro Choice Resources

Sojourner Project, Inc.

ProAct, 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

Spare Key

Rebuild Resources

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

Relate, Inc.

St. Louis Park Emergency Program


St. Paul Neighborhood Network


St. Stephen's Human Services

Restart, Inc.

Stages Theatre Company

Restorative Justice Community Action, Inc. (RJCA)

Stearns County Historical Society, Inc.

Reuben Lindh Family Services

SteppingStone Theatre

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

Stratis Health


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

The HousingLink

Salvation Army Northern Division, The

The Jungle Theater

SAVE (Suicide Awareness Voices Of Education)

The Link

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

Search Institute

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 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)

Incomplete Reviews

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

Dakota Communities


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 United Way Funded Agency

2010 Board of Directors Heidi Neff Christianson, Vice Chair Moore, Costello & Hart, PLLP

Gloria Contreras - Edin Edin Consulting

Mike Ducar

Ameriprise, Retired

Irene Fernando

Students Today, Leaders Forever

Morris Goodwin, Jr.

Amherst H. Wilder Foundation

Diane Hansen Travelers

Zainab Hassan

The Minneapolis Foundation

Daniel Johnson Steve Joul, Chair

Central Minnesota Community Foundation

Audrey Kintzi Courage Center

Cindy Kleven

3M Community Affairs

Barbara Koch

Make-A-Wish Foundation of Minnesota

Online Annual Report

Online Annual Report Our online Annual Report will be posted at by June 30. If you would like us to mail a printed copy to you, please call (651) 224-7030 or 800-733-GIVE.

Ramon Leon

Latino Economic Development Center

Khanh Nguyen, Ph.D. Daniel A. Rodriguez, Secretary

Test Your Giving I.Q.

Saint Paul Public Schools

Rick Scott

McKnight Foundation

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

Jenna Forner

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.

“free� gifts like calendars, address labels or other items to you, are you obligated to make a donation to the organization?

A. True

A. True

A. Yes

B. False

B. False

B. No

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.

Kelly Rowan

3) B. No. It is illegal for an organization to demand payment for merchandise you didn't order.

Marketing & Communications Manager

Charities Review Council's Spring/Summer 2010 Smart Giver Newsletter  

The Smart Giver Newsletter is published twice a year and includes the Giving Guide, our list of strong, accountable and trustworthy nonprofi...

Charities Review Council's Spring/Summer 2010 Smart Giver Newsletter  

The Smart Giver Newsletter is published twice a year and includes the Giving Guide, our list of strong, accountable and trustworthy nonprofi...