Faces of Philanthropy | 2017 Report to the Community

FACES OF PHILANTHROPY 2017 Report to the Community

The Community Foundation of Middle Tennessee 3833 Cleghorn Avenue, Nashville Tennssee 37215 • 615-321-4939

CFMT.org

Who are the faces of philanthropy?

The faces of philanthropy are architects and athletes, songwriters and speech therapists, clergy members and carpenters. They are landscapers and librarians, students and celebrities, truck drivers and medical techs.

The faces of philanthropy work in factories and financial offices, courthouses and synagogues, hospitals and hotels. They are radiologists and retirees, farmers and financial analysts, business owners and bartenders.

The faces of philanthropy are chefs and schoolteachers, homemakers and dental hygienists, musicians and mechanics.

The faces of philanthropy are you and me.

I actually had, and still have, a kids toy that reminded me daily that it is our differences that make us strong, if we all play our part in strengthening what we share, the whole will, indeed, be much stronger, flexible, agile, creative and resilient than each could ever be alone.

That day in 1990, 26 years ago, it wasn’t exactly like that old line “you had me at hello” … But my friend Ida Cooney, the founding executive director of the then HCA Foundation (known today as the Frist Foundation), with whom I was having our annual lunch had me at “community foundation.”

Or more specifically at “Community.”

I knew about the word Foundation — it was a legal construct — but I had previously only known it as something built singularly around companies, families, and individuals.

What struck me that day in late September was different.

It was the opportunity for people with great hearts, wanting to do good, to join forces to work collectively and collaboratively, efficiently and effectively, to make the word COMMUNITY work: both as one word and as two, “common unity.” We could come together to make things happen. We could each bring our best to the task and we could work on the gifts that mattered to us individually, knowing that if you cared about one thing, the next person from this community could still invest in the thing about which they cared. As we created the whole, we knew that its strength could — in fact, should — be created by all the differences uniting.

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As I write this from a place of gratitude to all who have helped build this Community, and our Community Foundation, I think of those who have given ... those who have received … and the commonality they share. For without one, there could not be the other. Doing good, and philanthropy as a whole, is a two-way street — often those who give are even more blessed than those who receive. As a friend reminded me recently, when you hand someone a gift or a sandwich, there is always a moment in that interchange where both the giver and the recipient could be in the shoes of the other. There is a moment when a bystander might not know who was who. That is what we have witnessed for the last 26 years of the community coming together to make extraordinary things happen and also to make extraordinary things ordinary by repetition.

How, once you learn to give to what matters, the feeling is so good that you want to continue to do so, even as what you choose to support may emerge and evolve over time.

When we were helping set up her Foundation, Pat Summitt once told me a story about a rare occasion when her team was just out of sync and having a bad game, at halftime she gathered them together and said, “we are going to play this second half ‘potluck’— if each of us brings our best to the table — we’ll be okay.” And they were.

We are counting on everyone doing their part, playing their role, and contributing what they can, when they can.

And we, YOUR COMMUNITY FOUNDATION, are here to make it convenient, comfortable and cost-effective.

— Ellen Lehman President, The Community Foundation of Middle Tennessee

Table of Contents Intro

1

Letter from the President

2

260 Change Fund

4-5

BAMM Hugget Family Fund

6-7

First Cumberland Properties Scholarship

8-9

NowPlayingNashville 10th Anniversary

10-11

The Community Foundation of Rutherford County

12-13

Whip Crackin’ Rodeo

13

When Disaster Strikes

14-15

2017 At A Glance

16-17

Giving and Grantmaking Explained

18

The Power of Endowment

19

Working with Advisors

20

Our Board

20

Letter from Board Chairman

21

Our Staff

22

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THE 260 CHANGE FUND: Philanthropy as Community and Heart

From the student-led Civil Rights marches and sit-ins of the 1960s, to the anti-war protests of the ’70s, to the present-day Black Lives Matter and March for Our Lives rallies, history shows us that young people invariably play major roles in the anatomy of social justice.

You can turn to any era and find passionate young people championing for change.

“I like to look at my life as very purpose-driven, so I think this was always in the plan,” said Isaac Addae, 37, a Tennessee State University business professor who launched the 260 Change Fund at The Community Foundation in July 2017.

The name “260” is derived from the February 1960 Nashville lunch counter sit-ins that transformed the segregation of businesses during the Jim Crow era. To honor the efforts of the 1960 change-agents, the name “260” also was chosen to serve as a synonym for change, as a 260-degree turn represents movement in a new direction.

“We’ve been very specific about our intention with the Fund,” Isaac said. “Communities of color have historically been the recipients of a lot of philanthropic work and support, and we wanted to change the paradigm to shift the focus toward us supporting our own communities.

“So instead of us being on the demand side of philanthropy,” he continued, “we want to create the supply side of philanthropy specifically focusing in on the younger generation, thinking about how we get more young people giving back to their communities and getting involved in community change.”

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Using a collective savings and philanthropy concept called susu — a part of Isaac’s family heritage in Ghana, West Africa — the 260 Change Fund labels itself a giving circle. Its 23 members contribute at least $260 annually to the Fund, which then makes grants focusing on community and economic development, health care, and education.

“What I love the most about the 260 Change Fund is that we are trying to change the image of what philanthropy looks like,” said Shia Hendricks, 31, a 260 Change Fund member and Kellogg Company manager.

“And I think there’s a stigma around philanthropy that means you must be wealthy,” Shia continued.

“But I look at philanthropy as community and heart.”

Ashley Upkins, 33, an attorney and Nashville native, believes money doesn’t have to be involved at all.

“When I was first hearing about philanthropy, I had this very small box of what the definition was,” Ashley said. “When I really started to dissect what that looks like, I realized philanthropy was all around me.

“It just looked different,” she continued. “It wasn’t always giving in the monetary sense. It might have been wisdom.

It might have been time. It might have been cooked food.”

The 260 Change Fund seems to share the same can-do attitude that despite your age, race, background or hardships, change is always possible.

Take Mignon Francois, 44, founder and CEO of Germantown’s wildly successful The Cupcake Collection bakery.

Faces of philanthropy help us define the good in our community.

“The Cupcake Collection saved me and my family from debt and brokenness,” the New Orleans native recalled of the business she started with $5 in 2008. “We were drowning and losing everything we had, and if we could do it that meant you could do it, too. We wanted to tell other people what they could achieve if they believed.

“So for me it was always about having a bigger responsibility. That [success] wasn’t given to me to keep to myself, that I had to somehow give it away,” Mignon continued. “To know that we’ve been tasked and gifted to make a mark on an entire community is fundamental.

“It is breathtaking. It is tearjerking. It is life-changing. And isn’t that what we’re supposed to do?”

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BAMM HUGGETT FAMILY FUND: Philanthropy Gets a Head Start

In a far-from-perfect world in which many problems seem unsolvable, the smallest acts of kindness can make a mountain of difference.

And young people, with their innocence, goodness and hope, can be active participants.

As the members of the Huggett family will tell you, it’s never too early to foster the philanthropic spirit of the next generation.

Feeling it was time to formally institute a method of philanthropy for their children and those to come, Jeffrey Huggett, along with brother Derek Huggett and sister-in-law Jessica, established the BAMM Huggett Family Fund at The Community Foundation in 2017.

“For years we had given to a couple of charities, and our children had been involved through direct volunteering, which we will continue,” Jeffrey Huggett explained. “We also felt it was important for them to become more knowledgeable and engaged with additional charitable organizations serving causes of their choosing, so that they might continue to give (time and money) through the course of their lives.

“The hope is that this Fund will allow them to do that and pass it on to our grandchildren.”

Serving as an acronym for siblings and cousins Ben, Amber, Molly and Marissa, the BAMM children were exposed to the ideas of generosity at very young ages.

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Giving back for Amber and Marissa began at ages 5 and 8, respectively, after their parents started sponsoring a student in Guatemala through an organization called Mayan Families.

Their passion for philanthropy quickly developed and expanded both locally and globally.

“We’ve been to Guatemala four times now in the last six years,” said Amber Huggett, who’s now 15. “We’ve also been involved with feeding the homeless with our church during the Room In The Inn months of service, and we’ve collected food and gifts for food pantries around the Nashville area.”

Ben Huggett, now 17, remembers donating clothes and toys to Goodwill as his introduction to the path of helping others.

He was 14 when he left for his first mission trip to Guatemala.

Not long ago, he completed his third mission, during which he poured a concrete floor and patio for a family the Huggetts sponsor. He also helped install 29 stoves in various Guatemalan towns. “The stoves we installed are three times as efficient as the open fires many people cooked on there,” Ben said. “This efficiency allows for families to spend less time looking for firewood and more time on work or taking care of their family.”

The freshest faces of philanthropy belong to the next generation of givers.

The Huggett family is a prime example of how the climate of philanthropy is steadily changing. There’s been an uptick in millennial giving — 84 percent of Millennials (born between 1981 and 1995) give to charity compared to 72 percent of Baby Boomers (1946-1964) and 59 percent of Generation X (1969-79) — and younger generations are realizing they have the ability to make a difference.

“I think that it’s great that the philanthropist image is shifting younger,” Ben said, “because it shows kids that they don’t have to sit back and watch the world stay the same. With every step we take toward making younger people more charity-minded, it makes the world a better place.”

As for plans to pass on their philanthropic legacy to possible future Huggett members, the BAMM children answer with a resounding “yes!”

“We’re just starting with the BAMM Fund,” says 12-yearold Melissa Huggett, “but we definitely want to pass this along to our friends and our future children!”

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The many faces of philanthropy can provide opportunity and growth while enriching a pathway to success.

FIRST CUMBERLAND PROPERTIES SCHOLARSHIP: Philanthropy Helps Support Education and Families

Never underestimate the power of young people getting a solid education, landing a great summer job, and aspiring to lofty career goals.

Sometimes all it takes is hard work, perseverance, and a helping hand.

Or several helping hands.

A proud member of the Antioch High School graduating Class of 2018, 18-year-old Demua Alsaleh spent the summer working as a teller at The Tennessee Credit Union in Nashville.

Next stop: Middle Tennessee State University, and her freshman year as a Pre-Pharmacy major.

“My ultimate career goal is to become a hospital pharmacist,” Demua said. She’s on her way thanks in large part to a college scholarship from the First Cumberland Properties Scholarship, begun in 2017 and administered by The Community Foundation of Middle Tennessee.

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Phil Owen and Robert Trent founded First Cumberland Properties in 1991 with a commitment to provide working families with extraordinary housing. Today, the company manages more than 2,800 affordable and workforce units.

The scholarship was established to support students living in six affordable housing communities owned by First Cumberland Properties with their educational opportunities following high school.

Born and raised in Nashville, Demua lives in a First Cumberland Properties apartment complex in Antioch.

It helps to come from a loving family, with strong parents.

Demua’s parents emigrated years ago from Iraq. She has five siblings — three sisters and two little brothers, ages 7 to 23.

“My dad is a mechanic. He works on cars all day and buys and sells [cars] on the side as well,” said Demua, whose father already has helped put two of her older sisters through college.

“He’s always provided for us and never wanted us to work, because he wanted us to only be focused on school,” she continued. “And that meant a lot to all of us.”

With family funds as tight as tight can be, the First Cumberland Properties Scholarship has been a godsend.

“College has always been a goal of mine. I want to be able to give back to my parents and not be dependent on government assistance,” Demua said. “I knew that the way to do that was to go to college and secure a successful career for myself.”

It also helps to have a nice home to return to every night.

“Affordable housing has let my family feel a little more financially sound, and it has allowed us to live comfortably instead of worrisome,” she said. “It’s like a huge weight lifted off our backs.”

You can bet she won’t be afraid of studying hard in college these next several years. Expect to see her filling your prescription at a hospital one day.

“Getting The Community Foundation scholarship meant I didn’t have to worry about paying for school and following my dreams,” Demua said. “It meant that I didn’t have to put that kind of a financial burden on myself or, more importantly, my parents. That was the biggest blessing of all, and I was so excited when I found out.”

There’s a lesson to be learned from her experience.

“My advice to high school students: There are a ton of scholarships and a ton of money out there,” Demua said, “so it’s up to you to take that initiative and time out of your day to write essays, fill out applications, resumes, etc.

“Believe me when I say, it will be worth it. Enjoy your senior year, but do not lose focus and put yourself in unnecessary debt.”

In 2017, CFMT awarded 283 scholarships - totaling $640,000 - to students pursuing secondary education at accredited schools throughout the United States.

“The Community Foundation has helped thousands access educational opportunities they might otherwise have been unable to afford by connecting them with the generosity of others,” said Ellen Lehman, president of The Community Foundation of Middle Tennessee. “We are honored to help hundreds more improve their futures, and the futures of their families, through the transformation offered by an education.”

The Community Foundation scholarships, established by individuals, companies and civic groups, will assist students with tuition and other school-related expenses. Each year, The Community Foundation scholarship committee reviews applications on behalf of donors who entrust The Foundation with administering the annual awards.

The scholarship committee carefully considers applicants’ academic records, test scores, extracurricular activities, work experience, community involvement, and personal recommendations.

To learn more about our Scholarships, visit CFMT.org CFMT.org • 9

NOWPLAYINGNASHVILLE: Celebrating 10 Years of Where to Go and What to Do

Looking back on its original mission, NowPlayingNashville is proud of what it has accomplished and its role in the impact of the arts and entertainment in Middle Tennessee.

In 2005 and 2006, The Community Foundation of Middle Tennessee convened a conversation about the extraordinary support our community had shown in creating and championing the Arts. Those present acknowledged the fact, however, that the Arts were vulnerable to the changing fortunes of the untimely deaths of benefactors, or the ever-possible fluctuation of political will to support the Arts.

After extended conversation about different opportunities which could be created and commitments from generous local individual donors and foundations, in late summer 2007 The Community Foundation launched the nonprofit website NowPlayingNashville.com®.

Its mission was threefold: • Build traffic and ticket sales for area arts and entertainment organizations; • Promote Middle Tennessee as a cultural tourism destination; • Recruit employers and talented employees to the region.

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A decade later, though much has changed, the initiative’s commitment to the community has never wavered. Now celebrating its 10th anniversary, NowPlayingNashville remains the only comprehensive events site in Middle Tennessee. You can go to one location and see a vast array of events to fit every budget, every interest and passion, and buy tickets on that very same site. It also has expanded its dining out guide to help you find the best restaurant to help make your night complete.

DID YOU KNOW?

According to the Arts & Economic Prosperity 5 study on the economic impact of nonprofit arts and cultural organizations on communities, the arts and cultural industry in Nashville generates close to $430 million in economic activity in Davidson County, supports more than 14,000 jobs and generates more than $51 million in local and state revenues.

Photo credits: TN Dept of Tourism and Development (Left, Top Right and Bottom Right) Nashville Originals (Center), Anthony Scarlati (this page)

“The NCVC has been on board since before the beginning,” said Butch Spyridon, Nashville Convention and Visitors Corporation president and CEO. “NowPlayingNashville has grown to become the preeminent go-to for event listings in Middle Tennessee. It is the source behind the event section on our website and is a critical part of our information distribution. The last 10 years have been remarkable for Nashville and NowPlayingNashville has been there for every step.”

STATS

(since August 2007)

20,723,374

Total Visitors to Site

29,013,445 Total Page Views

May, June, October

Most Popular Months for Site Visitors

Nashville, St. Louis, Atlanta, Chicago, New York City Top Website Visitors by Location

SNAPSHOT OF OUR PARTNERS AND SUPPORTERS Nashville Convention and Visitors Corporation Metro Nashville Arts Commission Tennessee Arts Commission National Endowment for the Arts Gannett/The Tennessean Frist Foundation Memorial Foundation Country Music Association Danner Foundation Ingram Charities HCA Foundation James Stephen Turner Family Foundation Nashville Area Chamber of Commerce Nashville Predators Foundation Jane and Richard Eskind and Family Foundation The late Mr. and Mrs. Bob Zelle Mr. and Mrs. Lucas Simons Mrs. Sue A. Andrews Mr. and Mrs. Clay Jackson And, of course, The Community Foundation

of Middle Tennessee

“The growth our region has enjoyed since NowPlayingNashville’s creation, and impact of NPN over the past 10 years, is nothing short of amazing,” said Sean Henry, president and CEO of the Nashville Predators.

“The restaurant landscape has fundamentally been altered, our community’s brand has been established, and the growth of the Predators and Bridgestone Arena has coincided with NowPlayingNashville’s growth and far-reaching impact.”

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THE COMMUNITY FOUNDATION OF RUTHERFORD COUNTY: Facing Rapid Growth, Rutherford County Affiliate Quickly Reaches Early Financial Goals

With Rutherford County boasting two of the three fastestgrowing cities in the state — No. 2 Murfreesboro and No. 3 Smyrna — it’s no wonder the Rutherford County affiliate of The Community Foundation of Middle Tennessee has experienced immediate fundraising success and subsequent grantmaking to nonprofits throughout the county.

Jimmy and Donna Jobe, the Honorable Susan Melton, National HealthCare Corporation, National Health Investors, Bob and Marie Parks, Pinnacle Bank, Mark and Anita Pirtle, Ted and Gloria LaRoche, Rick and Amy Sain, Kristi Sallee Gaines, Rick and Charlotte Swafford, the Swanson family, and former State Senator Andy and Cherry Womack.

It was time.

A goal of $250,000 by year’s end was quickly met so that grants could be made to local nonprofits in 2018.

“This is just the beginning,” Steve Flatt, CEO of National HealthCare Corp., told a gathering on Murfreesboro’s town square in fall 2017 to announce The Community Foundation of Rutherford County. “Today we’re planting a seed that produces fruit for years to come.”

Flatt, founding chair of the Foundation’s steering committee, unveiled a list of founding donors: Robert and Susanne Adams, the Honorable Don and Rita Ash, Conrad and Allison Camp, Gerald and Joanne Coggin, the Honorable Bob and Diane Corlew, Don Daniel, the Honorable J.S. “Steve” and Lara Daniel, Steve and Patsi Flatt, John and Gina Floyd,

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“We are grateful that Rutherford County is one of the fastestgrowing counties in America. However, with that rapid growth comes challenges,” Flatt said. “For example, almost 15% of our county’s population lives below the poverty line, and that percentage will rise as our county grows.

“We have a wonderful group of involved local citizens who have come together to create this resource for our community.”

The Community Foundation of Rutherford County is the first Fund whose proceeds are entirely dedicated to Rutherford County.

Affiliate Funds are designated to benefit a particular geographic area, be it a county, a community, or a region.

EXISTING AFFILIATES AND THE YEARS THEY BEGAN INCLUDE: The Cheatham County Community Foundation (1998) The Community Foundation of Dickson County (1999) The Goodlettsville Area Community Foundation (1999) The Tullahoma Community Foundation (1999) The Cumberland Plateau Community Foundation (1999) The Community Foundation of Christian, Todd and Trigg Counties (2003) The Community Foundation of Clarksville/Montgomery County (2007) The Community Foundation of Wilson County (2014) The Community Foundation of Rutherford County (2017)

By taking part, the faces of philanthropy can uplift all communities - urban, rural and suburban.

THE WHIP CRACKIN’ RODEO FUND: Rodeo Puts the Fun in Wilson County’s Fundraising

Sure, there may be easier ways to raise money to give to worthy nonprofits in your county than bull riding, calf roping and barrel racing.

But then you would not have as much fun as the organizers, participants and thousands of fans of the Whip Crackin’ Rodeo at the Wilson County Fairgrounds in Lebanon each spring.

The Whip Crackin’ Rodeo Fund was established in 2017 by former Lebanon Mayor Philip Craighead and his wife, Darlene, at The Community Foundation of Middle Tennessee.

Net proceeds from the rodeo have provided more than $250,000 of support to more than 75 local nonprofits in its nine years.

Since then the Craigheads have merged the Whip Crackin’ Rodeo into The Community Foundation of Wilson County.

The rodeo also includes a day for Wilson County’s special needs children, filled with fun, games, and a sampling of what a real rodeo is all about.

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The faces of philanthropy come from near and far and help in various ways.

The Faces of Philanthropy Can Be Famous ... and Not So Famous

In many ways 2017 was a year to remember, and a year to try and forget, the catastrophes that rocked our world and our way of living to the core.

Each had a direct and/or indirect impact on Middle Tennessee citizens and businesses.

We watched in awe and horror as a raft of disasters befell our hemisphere. Hurricanes Harvey, Irma and Maria, and a mass shooting at a country music concert in Las Vegas, brought out the good in all of us, from hundreds and hundreds of individuals to corporations big and small, proving once again that Music City Cares.

The past year also was a reminder of The Community Foundation’s charge to find the right people for the right job.

Meaningful, lasting work — in time of disasters and in the day-to-day struggles of life — requires partnerships with nonprofits big and small, from local agencies to those with a regional and national presence.

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Working with national organization Team Rubicon USA, gifts from The Foundation helped restore hundreds of homes and rebuild thousands of lives in Puerto Rico, which was devastated in 2017 by both Hurricanes Jose and Maria.

The Los Angeles-based nonprofit provides impactful service across the world to communities affected by disaster, uniting the skills and experiences of military veterans with first responders to rapidly deploy emergency response teams.

Needs and possible solutions change by the hour on the ground during times of disaster and its aftermath. Team Rubicon workers cut through thick jungle on the far side of the island of Puerto Rico — many miles away from the work of government agencies on the ground in or near the capital city San Juan — to clear aqueducts and downed trees around power lines. A restored aqueduct provided fresh water to one half of the island — 350,000 people — plus providing hydroelectric power and agricultural water.

The year also reminded us that the faces of philanthropy are both givers and receivers. Philanthropy is a two-way street.

Photo courtesy of Getty Images.

WHEN DISASTER STRIKES: MUSIC CITY CARES

For instance, through the many Corporate Care and Employee Relief Funds administered by a team of staffers at The Foundation, we connect the generosity of employers with the needs of their workers.

We do so every single day. After all the national reporters and TV crews pack their gear and leave for the next breaking headline, someone’s roof still needs replacing from high winds or fallen branches. A life-threatening illness can occur at any time, and someone’s ability to pay the rent this month may be in the balance.

During a calamitous 2017, The Foundation also made gifts to help the victims of wildfires in Gatlinburg, Tennessee, to Coastal Texas, and to Collier City, Florida, to help homeless schoolchildren and their families restore their lives in the aftermath of Hurricane Irma; to help survivors of the Las Vegas massacre get free legal assistance and financial advice no matter where they live; and to help Calcasieu Parish, Louisiana, rebuild homes destroyed by Hurricane Harvey.

The catastrophic year also reminded us that Nashville’s entertainment community continues to step to the forefront in philanthropic giving and services.

Thanks to Jason Aldean, Lady Antebellum, Little Big Town, Martina McBride, Chris Stapleton and others, the Country Rising benefit concert that took place in November 2017 at Bridgestone Arena, replicated the success and the heart of Nashville Rising seven years earlier in response to the 2010 Flood, bringing in approximately $4 million. We at The Community Foundation can help our entertainers think and act creatively, but we cannot instill in them — or others — the desire to give back. Thank goodness we don’t need to.

That comes from the heart, just like the songs they write and the harmony they bring into our lives.

So next time you think about what makes this an extraordinary place to live, add to your list the generosity of the community as a whole … and its many segments.

Here is a list of Entertainment-Related Funds opened at The Community Foundation from 2015-2017. The range and reach of these funds extend beyond the generous support offered by many during the disasters we witnessed in 2017.

MUSIC • The CMA Employee Assistance Fund • Andrew Marshall Dorff Memorial Fund • The Kitty and Pat Emery Fund for Nashville • Follow Your Heart Scholarship Fund • Followill Charitable Fund • The Free The Music USA Fund • The Heroes’ Fund • Naomi Judd Memorial Fund • Brett Kilroe Fund for Pediatric Cancer Research • Kip’s Kids Advised Fund • Love This Town Fund • The Lowry Lee Fund • Music Is Love Fund • Music Has Value Fund • My Kinda People Advised Fund • My Love Gives Back Fund • Outlaw State of Kind Fund • The RaeLynn Diabetes Fund • The Scripps Network Interactive Emergency Relief Fund • Starr Hill/Red Light Fund SPORTS • Alex and Ben Jones Philanthropic Fund • Matthews Mission Fund • McDonald Association Collective Collaboration – Light into Darkness *Bold denotes activity related to disaster relief

Remember that no one, no matter who they are, can do everything.

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2017 AT A GLANCE As we watch our community evolve, we see growing needs. We are uniquely positioned to understand issues facing our community through our unique lens and the ability to scan the 40 counties of Middle Tennessee and three counties in Southern Kentucky we serve as we identify opportunities to help.

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MIDDLE TENNESSEE AND SOUTHERN KENTUCKY COUNTIES SERVED

January 1, 2017, through December 31, 2017

IN 2017:

93

NUMBER OF GIFTS MADE TO THE COMMUNITY FOUNDATION:

40,288

TOTAL GIFTS MADE BY DONORS TO THE COMMUNITY FOUNDATION:

$55,434,953

NEW FUNDS

1,343

TOTAL NUMBER OF FUNDS

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874

$

MILLION

SCHOLARSHIP FUNDS OFFERED

$1.2 MILLION DESIGNATED FUNDS + AGENCY ENDOWMENT FUNDS

$4.7 MILLION SCHOLARSHIP + EMPLOYEE ASSISTANCE FUNDS

$7.6 MILLION UNRESTRICTED IMPACT FUNDS + FIELD-OF-INTEREST FUNDS + AFFILIATE FUNDS

GRANTMAKING BREAKDOWN BY FUNDS IN 2017:

$33.8 MILLION DONOR-ADVISED FUNDS

GRANTED TO NONPROFIT ORGANIZATIONS:

$47,434,035

NONPROFIT-GRANT RECIPIENTS:

4,821

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We support donors from every corner of the community who want to make an impact through their giving.

GIVING

GRANTMAKING

Our vision is to help people feel good about giving. We enable people to give according to their passion and their goals through our remarkable flexibility to serve nearly any charitable purpose.

The Community Foundation works to improve our community through strategic grantmaking to nonprofits.

Carrying out the wishes of donors and providing expertise in local philanthropy, The Community Foundation works to identify opportunities and help address critical needs.

It is simple to establish a fund within The Community Foundation, whether you want to create an endowment for a favorite nonprofit or craft an entrepreneurial solution to address a pressing need. A fund is created with a minimum contribution of $5,000 ($10,000 for scholarships).

There is no cost to set up a fund, and they are established by individuals, families, companies, civic groups, and nonprofit organizations. Contributions of any size are welcome to existing funds, at any time, from any source.

Donors may elect to create a fund with contributions of cash, publicly-traded or closely-held securities, real estate, personal property, or by the use of planned giving vehicles such as charitable remainder trusts, charitable lead trusts, life insurance policies, and bequests.

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The Community Foundation puts resources to work where they are needed most through a competitive grant process.

Our discretionary grant program supports local nonprofits that apply for this source of annual funding. We receive hundreds of applications seeking funding to enhance the programs serving Middle Tennessee. In 2017, we funded 346 nonprofit organizations through our discretionary grantmaking totaling more than $2.07 million.

We respect the work and mission of our nonprofit partners and are particularly interested in innovative ideas that provide long-term solutions for community needs.

POWER OF ENDOWMENT Thanks to the financial power of investment income, many of the funds at The Community Foundation have more in their coffers then when they were first established.

Ida F. Cooney Fund for the Arts (1991) Gifts In: Grants Made:

$154,004.05 - $188,499.87

Balance at 12/31:

$172,044.42

Crittenton Fund (2001) Gifts In: Grants Made:

$923,051.89 - $656,768.00

Balance at 12/31:

$1,066,135.01

Patricia & Edward J. McGavock Fund for the Humane Treatment of Animals (1998) Gifts In: Grants Made:

$4,416,636.91 - $2,079,669.00

Balance at 12/31:

$5,765,213.46

From the beginning, we have helped donors and nonprofit organizations make a difference in their communities.

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2017-2018 BOARD

WORKING WITH ADVISORS For many prospective donors who are exploring charitable giving options, their first introduction to The Community Foundation is through their professional advisor. This may be a lawyer, accountant, investment representative, or wealth management professional.

The charitable giving goals of the prospective donors are always central to the conversation and any actions taken. It’s the resources and tools that differ based on whether the donor sought advice from a lawyer to assist with estate planning, an accountant to determine tax strategies related to the sale of a company, or a wealth management professional to help put together a plan for retirement.

The Community Foundation has experience working with advisors of all types and has the goal of working alongside these professionals as partners in supporting the charitable goals of an individual or family.

If you are an individual or a professional advisor helping a client interested in structuring a way to support charitable opportunities or community needs, let us be your partner.

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OFFICERS Kerry Graham, Chairman Susan W. Simons, Vice Chairman Ronald L. Corbin, Secretary Decosta E. Jenkins, Treasurer Ellen E. Lehman, President

BOARD OF DIRECTORS Leilani S. Boulware Beth Chase Jana J. Davis Rod Essig Irwin E. Fisher Stephen F. Flatt Jay L. Frank Ben G. Freeland Gary A. Garfield Alberto R. Gonzales Jose D. Gonzalez Mark R. Gwyn Carl T. Haley Henry B. Hicks, III Carol O. Hudler William C. Koch, Jr. Robert S. Lipman Don MacLachlan Stephen F. Moore Joelle J. Phillips Wayne Smith Paul Stumb Stephaine H. Walker Kevin J. Wheeler

BOARD OF TRUSTEES Judy Liff Barker Jack O. Bovender, Jr. Charles W. Cook, Jr. Ben L. Cundiff Kitty Moon Emery Richard J. Eskind Farzin Ferdowsi John D. Ferguson Thomas F. Frist, Jr. Joel C. Gordon James S. Gulmi Aubrey B. Harwell, Jr. Catherine T. Jackson Kevin P. Lavender Bert Mathews John E. Maupin, Jr. Ralph W. Mosley Donna D. Nicely Ben R. Rechter Howard L. Stringer Deborah Taylor Tate Charles A. Trost Deborah F. Turner Jack B. Turner Betsy Walkup David Williams, II Jerry B. Williams

The Foundation has accomplished so much during my time as board chair. Among them:

• The Big Payback and watching that program become part of the fabric of the nonprofit world — especially in terms of educating so many organizations on how to market themselves, get excited about what they do, and live it in new ways.

• Our public and private pushback on intolerance in our city — taking a stance and watching so many others join in that statement of who we are, who we aren’t and our own “intolerance for intolerance.” That’s been powerful.

• The expansion of CFMT into Rutherford County and Wilson County with our new affiliate funds.

It feels like these two years as chairman of The Community Foundation have flown by. But we’ve done a lot. And I’ve watched The Foundation, the staff and our Board accomplish incredible things, influence important conversations, and help our overall nonprofit community thrive.

I’ve met people I would never have encountered otherwise — beautiful people, talented people, innovative people from all walks of life. And I’ve learned so much about our city, its people, its needs and where we could go from here.

I’ve also made a lot of new friends.

The good news is that I’ll still remain on the Board and be involved in The Foundation’s initiatives going forward. But I’m also looking forward to what Susan Simons will bring to the table as our new chair, and the involvement of another stellar class of Board members.

• Our outreach to those in need wherever they are — our neighbors in Gatlinburg, the hurricane victims in Texas, Louisiana, Florida and Puerto Rico, those affected by the shooting in Las Vegas.

This organization has a special heart for anyone who could use some help. And our Corporate Care Funds fit into that as well.

• I’ve been really pleased with the influx of extraordinarily talented new board members, especially newcomers and those from the next generation who have the passion and power to take what we’ve been doing and lead The Foundation into the future. We almost never get a ”no” from people we ask, unless they’re just too busy and know they won’t be effective right now. Otherwise, they’re in.

Lastly, having been involved with The Community Foundation for over a decade, I’ve really enjoyed watching the visibility and awareness of the organization grow exponentially. That started with our work with the 2010 Flood, but it has definitely helped us in our ability to recruit really special board members and to get the resources we need, when we need them.

Longtime marketing and advertising executive Kerry Graham of The Brand Hotel has won nearly every national and international industry award possible for his creative work. He recently completed his two-year term as chairman of the CFMT board.

CFMT.org • 21

2017 STAFF Jennifer Abrahamson, Communications Manager, Delek Fund for Hope Melissa Anderson, Staff Accountant Kathryn Bennett, GivingMatters.com Manager Debbie Bone, Donor Services and Grants Associate Thomas Buford, Program Director, Delek Fund for Hope Marilee Camuso, Digital Media Coordinator, NowPlayingNashville.com® Anne Clem, Childcare Services Associate Pat Cole, Senior Coordinator, Scholarships Cynthia Copeland, Accounting Manager Melisa Currey, Chief Financial Officer Sharon Derman, Senior Administrative Associate, Finance Leigh Elliott, Women’s Fund Coordinator Pat Embry, Director, Media and Community Relations Amy Fair, Vice President, Donor Services Porter Haile, Technology Systems Administrator Belinda Dinwiddie Havron, Director, Donor Engagement Jeff Hoffman, Program Manager, Delek Fund for Hope Erin Holcomb, Online Promotions Manager Kristen Worsham, Events & Community Engagement Manager,

Delek Fund for Hope

Jana L. Laiolo, Staff Accountant Ellen Lehman, President Laundrea Lewis, Senior Manager, Grants Deborah McClellan, Receptionist Michael McDaniel, Senior Nonprofit and Endowment Liaison Scott O’Neal, Regional and Affiliate Initiatives Liaison Tina Randolph, Content Associate, NowPlayingNashville.com® Rondal Richardson, Donor Services Nicole Rose, GivingMatters.com Assistant Emily Rutzky, Creative Services Manager Chris Stowe, Associate, Employee Care Funds Gina Tek, Childcare Services Coordinator Kelly Walberg, Communications Manager Shemika Walker, Associate, Employee Care Programs Benja Whitelaw, Director of Employee Care Programs Morgan Yingling, Communications Associate

22 • CFMT.org

Cover illustration is a stock image. All other collage and illustrations are original.

“Philanthropists come in all stripes. That’s one of the field’s strengths: Different givers pursue different visions, so you get many solutions to problems rather than just one.”

“Can anything large and consequential really be accomplished by little and middling givers, or by the very limited population of big givers?

The clear answer from American history is yes.”

— Karl Zinsmeister, “The Almanac of American Philanthropy”

The Community Foundation of Middle Tennessee 3833 Cleghorn Avenue, Nashville Tennssee 37215 • 615-321-4939

CFMT.org