Alliance fund Impact Report 2017

Impact Report 2017

On behalf of the Alliance Fund Board, we are pleased to provide you with this Impact Report that details how your donations have made a lasting, positive impact in our community. For over 18 years, the Alliance Fund has been making grants to support LGBTQ programs and initiatives in Southern Arizona and, thanks to your generosity, we have awarded 166 grants to more than 60 organization totaling over $740,000.

Year in Review

This year, we are proud to provide grants totaling $52,835 to 13 outstanding organizations ranging from Camp Born this Way, which supports transgender youth, to Senior Pride’s work in raising awareness about the issues facing our LGBTQ elders.

We encourage you to review the full list of our 2017 grant recipients on page 2.

We simply couldn’t do this work without you. We are deeply grateful to the generosity of our donors, who are listed on page 3.

Our community impact is only as great as the strength of our contributors. Thank you for making a difference in the lives of LGBTQ people in Southern Arizona.

Tim Olcott Chair, Alliance Fund Board

Kelly Huber CFSA Director, Strategic Grants and Initiatives, Community Investment

Grant Distribution 1999-2017

Transgender: 12%

Youth, Elders and Families: 30%

Education: 18%

Infrastructure: 13% Human Services: 12%

Total granting: $746,547* n Political Advocacy: 5% n General Operating: 1% n Arts: 9% *Unaudited

What do longtime supporters of the Alliance Fund Gloria Devore, Sylvia Mulka, and Doug Noffsinger and Roger Funk (not pictured) have in common?

In early May, these four generous donors pledged $150,000 over three years to the Alliance Fund to hire and fund the salary of a much needed Director of Development. Thank you for your inspiring benevolence and commitment to our LGBTQ communities.

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Celebrating The Recipients Of Our 2017-2018 Grant Round • Big Brothers Big Sisters of Tucson • Bicycle Inter Community Art and Salvage (BICAS) • El Rio Foundation, Inc. • Jewish Community Center • Mariposas sin Fronteras • Our Family Services • Pima Council on Aging • Camp Born this Way • Southern Arizona AIDS Foundation • Southern Arizona Gender Alliance • Southern Arizona Senior Pride • University of Arizona Museum of Art • Parents and Friends of Lesbians and Gays (PFLAG)

About the LGBT&S Alliance Fund The Lesbian, Gay, Bisexual, Transgender & Straight (LGBT&S) Alliance Fund is a fund held at the Community Foundation for Southern Arizona (CFSA). The Alliance Fund’s mission is through philanthropy to engage the community to support innovative LGBTQ programs in Southern Arizona. Created in 1999 in partnership with the National Lesbian and Gay Community Funding Partnership, the Fund addresses the chronic pattern of underfunding of lesbian, gay, bisexual, and transgender programs and supports efforts to address these issues through philanthropy and endowment building. The Alliance Fund connects donors with projects that benefit the LGBTQ community through annual competitive grant rounds. For more information, visit www.alliancefund.org.

Philanthropy Builds Stronger LGBTQ Communities Philanthropy is greater than merely funding. Through the LGBT&S Alliance Fund, donors, volunteers, and grantees come together to support stronger LGBTQ communities in Southern Arizona.

The Alliance Fund builds community through our “big picture” perspective. We focus on the needs of our many LGBTQ communities as a greater fabric. Through a big picture perspective and our commitment to listening to and being relevant to our communities, we recognize gaps that need to be filled in programs or services, hidden groups that need to be reached, and new opportunities that need timely attention. For the Alliance Fund, this big picture is critical when addressing potential donors about the importance of their gifts and when making the hard decisions about which organizations receive grant awards.

Another way the Alliance Fund builds community is during our annual fundraising campaign. Each year, several hundred donors – both LGBTQ and straight allies – provide the funds for all of the grants we award. Whether $10.00 or $10,000, Alliance Fund donors provide gifts that are truly “from the heart.”

We also build community during our annual grantmaking cycle.

Staff and volunteers from organizations throughout southern Arizona spend hours responding to questions about the needs of LGBTQ communities, how they respond to those needs, how they work with others, and how they will measure the effectiveness of their work.

From those on the frontlines, grant applications provide us with relevant information about the LGBTQ communities. The Alliance Fund’s big picture relies on such connections to assure that our grant awards are responsive to the needs of the community.

We are all here together in diversity, each and all of us belong, and our well-being does come from being linked to a healthy community.

The Alliance Fund is proud to be a pillar of our resilient, vibrant, and inclusive Southern Arizona LGBTQ community.

The 2017 Doug Noffsinger Straight Ally Award: Anne Maley-Schaffner In June, the Alliance Fund proudly presented Anne Maley-Schaffner with the Doug Noffsinger Straight Ally Award. For over 25 years, Anne has been a loyal friend of the LGBTQ community, helping protect our rights and safeguard our health and well-being.

Congratulations, Anne!

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Gifts that Made the 2017 Grants Possible Received from June 14, 2016 – June 14, 2017 The LGBT&S Alliance Fund is granting $52,835 to 13 programs this year and it is YOU-our donors-who have made this possible. The recipient organizations are making an incredible impact in Southern Arizona and, for this, we are grateful. Thank you.

Gifts over $5,000

Gloria Devore Roger Funk and Doug Noffsinger* Sylvia Mulka Miki Odawa* Noel Matkin and Jim Sincox Fund

Gifts of $1,000-$4,999

Kelly Ault and Elizabeth Perkins Colette Barajas and Kristen Birner* Kent Burbank and Vicente Talanquer Thom Carchedi Chuzapalooza of Tucson Dana Dawson, Development Plus Sally Dodds Cynthia Garcia* Steve Henderson Shelly Fishman and Bob Kafes Bonnie Kay Robert Nichol Matt Carlton and Timothy Olcott Jennifer Prill and Nan Snope Anne Maley-Shaffner and Timothy Schaffner Sunstreet Mortgage Dianne J. Van Tasell*

Gifts of $250-$999

James R. Allender and Ken Hellwig Paul M. Barby Barbara D. Smith Dorothy and CM Charitable Fund Kathy Altman and Ivy Schwartz Laura J. Waterman and Charles Siegfried Rosey J. Koberlein Steven Cohen and Michael Godnick The John P. and Mary Sweig Wilson Fund W. Scott Neeley and Stephen T. Russell Walt Whitman Fund Robert Bell and Tom Buchanan Tabitha Fox Michael LeBlanc and Kelly Huber Richard Small Brad Daughtry and Bryan Howard Carol L. Lohmann*

David R. Wohl Allen B. Kinzey Janice Welchert W.A. Mason Curt W. Beall James J. and Louise R. Glasser National Latino AIDS Awareness Day

Gifts of up to $250 Karen E. and P.R. Abrams Lynn Davis and Chance Agrella Anonymous Donor Paula A. Aboud and Terri L. Berg Scott Blades* Ronald E. Bogard Esq. Maura Grogan Cornell* Andrew Broan Andrea Carmichael Eloise M. Carrillo* Nancy D. Cook* Corinne Cooper Ethan Cox and Michael Bilharz K. L. Crofoot Sandra Davenport Suzanne S. Deconcini and Joseph A. Aurilio Leslie Edwards John W and Barbara Fenimore* Anne Ferro Bob Fischella Kevin Flanagan Patricia Winter- Foran Glennon* Chad Goebel Brenda J. Goldsmith Steven Gottlieb and Laura J. Penny Philip and Anne-Marie Hall Oliver Hickman and Darvin Strong Alison M. Hughes Trust Sally Hunter Jerald L. Jergens Darlene Jergens Rodney D. Jilg, PH. D. and Nina Jilg Trasoff J. Fenton Johnson Michael E. Johnson and John C. Bruecker Chow Che Keat Billy Kidd and Andrew DeCreaene

William L. and Linda S. Killian* Lucy J. Kraft Dick and Judith M. Kroese, PhD Clyde Kunz and Brian Arthur* Dr. Martin R. and Barbara R. Levy Maggie Odigie Ann Markewitz* J.P. Martin John W. Martin Judith McDaniel and Jan Schwartz Nancy J. McDonald Glen A. and Annyce Meiners Carlos S. and Alice M. Melendez Thomas E. Melendez David H. Messick Cynthia Mick James D. Moeller and Mary P. Aull-Moeller* David L. Murray and James E. McPherson Wayne O. and Marilyn J. Olsen* Kelli L. Olson and Jennifer Hoefle Olson Martha G. and Quintin Ortiz Thaddeus Pace Kenneth M. Peoples JoLene Unruh and Linda R. Phillips Barbara J. Prebis and Elizabeth L. Kennedy Adam Ragan James, Donna and Christopher Rochester Joe D. and Judith F. Schillinger Binka Schwan* Sean Seeba Emily Sherbrooke Rochelle B. Sincox* Frances Sjoberg and Gail Browne Dr. Barbara Starrett and Ms. Jo Ann Ellison Philip Moul and Robert Stolarski Dean R. Taylor Lavina Tomer and Joyce M. Bolinger Roberta C Vandegriff Richard E. Wegner Peter M. Weiblen* Liane Wong * Gift made in honor of Dr. Noel Matkin

The Alliance Fund Legacy Society recognizes donors whose farsighted generosity will benefit future generations through deferred gifts and estate plans.

We honor these individuals and appreciate their thoughtfulness: • Terral Rich & Greg Shumaker • Bill Haller & John Jackson • Sylvia Marie Mulka • Robert S. Polinsky & Robert E. Nichol • Steven Henderson • Miki Odawa • Roger Funk and Doug Noffsinger • Noel Matkin and Jim Sincox • Shelly Fishman and Bob Kafes • David Scott Allen • Brian Bateman • Thom Melendez If you have remembered the Alliance Fund in your estate plan and would like to be recognized or your estate plans have changed, please contact Kelly Huber at 520-209-2858 or khuber@cfsaz.org.

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LEGACY DONORS MAKING A DIFFERENCE Shelly Fishman, an independent financial advisor, and Bob Kafes, a psychotherapist in private practice, have incorporated the Alliance Fund in their estate planning. When asked why they chose the Alliance Fund Shelly said, Bob and Shelly at home with their dog Gigi “I like the idea that the Fund is in close contact with virtually all the nonprofits which serve the Southern Arizona LGBTQ community in order to evaluate and determine the best grant awards that produce the highest levels of impact.” Bob added, “And it’s critical to me that the Alliance Fund, as an integral part of the Community Foundation for Southern Arizona, can ensure us the stability and permanence, which is essential for a complex estate plan to have a truly positive philanthropic impact.”

Did you know that less than 10% of Americans include nonprofit organizations in their estate plans? Here are seven easy ways you can include a gift to the LGBT&S

Alliance Fund, a program of the Community Foundation for Southern Arizona, in your estate plans: 1. Include a gift to the Alliance Fund under your will or trust agreement.

2. Name the Alliance Fund as a beneficiary of a life insurance policy.

3. Name the Alliance Fund as a beneficiary of an IRA or other qualified plan.

4. Name the Alliance Fund as a beneficiary of a transferon-death (TOD) or payable on death (POD) account.

5. Consider creation of a charitable remainder trust under which you retain a stream of income for the term of your life, with the remainder distributed to the Alliance Fund.

6. Consider retaining the use of your home, ranch or farm real estate during your life, but upon death, the real estate is distributed to the Alliance Fund.

7. Consider a transfer of up to $100,000 directly from your IRA to the Alliance Fund.

There are many ways the Alliance Fund can serve as a part of your own estate plans. If you would like additional information, please contact Mary Louise Luna, Director, Planned Giving, Philanthropic Services at 520-209-2875 or mlluna@cfsaz.org.