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Impact Report Summer 2017 Life’s persistent and most urgent question is ‘What are you doing for others?’

Clint’s Corner

– Dr. Martin Luther King Jr.

As children head back to school and we prepare for the year ahead, we look fondly back at our 2016-2017 fiscal year. We stayed true to our 2020 strategic plan. Thanks to you, our donors, we increased our investment in the community, led multi-sector community dialogues including Stories from the Border featuring Maria Hinojosa of Latino USA, launched a new donor online portal that makes managing your account a snap and purchased a new building for our Community Foundation Campus that will help the entire nonprofit community. All of these accomplishments are in great part because of you and all you do for the Southern Arizona community. On behalf of CFSA’s Board of Trustees and staff, our sincere thanks! Sincerely, J. Clinton Mabie, President and CEO Community Foundation for Southern Arizona

Total granting: $10,072,714 Recreation: $65,269 1% Environment: $252,913 3%

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Grant Distribution

Health and Human Services: $1,961,479 19% *Only includes CFSA managed grants.

cfsaz.org

DATES September 12, 2017 Arizona Town Hall

September 15, 2017

Community Convening to Learn more about Strong Start Tucson – Proposition 204

September 28, 2017

The Lumies: Noche de las Artes

September 29, 2017

CORE Grant Awardees Celebration

October 26, 2017

Fifth Annual Nonprofit Open House

November 2017

Igor Gorin Memorial and Diane Lynn Anderson Awards Open

November 6, 2017

Education: $4,153,703 41%

Annual CFSA Legacy Society Event

November 9, 2017 SVP 2017 Fast Pitch

November 10, 2017

Culture: $309,240 3% Faith-Based: $673,506 7%

IMPORTANT

Immigration Convening

Community Enhancement: $2,656,604 26%

November 17, 2017

National Philanthropy Day Luncheon

December 7, 2017 Annual CFSA Donor Appreciation Event

(520) 770-0800


Inspiring Donors NOW & FOREVER Asavet Charities:

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Making a Difference in Southern Arizona Tribal Communities

Year-to-date by the Numbers Gifts: $13.4M* Grants: $13M* New Legacy Gifts: $24.7M* Endowment YTD: p 12.9%** Endowment 5 Year: 7.9%** * Consolidated-unaudited as of FY17 Q4 ** For detailed reports on all investment pools, please visit cfsaz.org/about/financials/

Asavet Charities was founded in 2014 by Karter Neal, DVM with a mission to promote spay and neuter procedures, improve access to basic veterinary care in rural and underserved areas and encourage responsible pet ownership. In August 2016, Asavet Charities received a grant through the Bonnie Kay Charitable Fund held at CFSA to acquire a spay/neuter surgical mobile unit to provide services throughout Arizona and New Mexico. The mobile unit has performed more than 3200 surgeries since it rolled out in August 2016. Just in the first quarter of 2017, more than 880 animals were spayed and neutered with an additional 124 receiving wellness services and vaccinations. Recently, Asavet Charities received another grant from a generous CFSA donor to promote clinics for pets residing on tribal communities. So far, Asavet has hosted two clinics on the Pascua Yaqui Tribe with another one scheduled for early November 2017, and two clinics at San Xavier Village on the Tohono O’odham Nation. These clinics have allowed Asavet to spay and neuter more than 130 animals and treat 12 already altered animals, for wellness issues. We are grateful to our donors that support animal welfare issues, and help charities like Asavet educate pet owners in providing preventive services to their pets. Now, the trend has changed, and pet owners want to do what’s best for their animal friends.

Community Foundation Announces New Trustees CFSA is pleased to announce six new members to the Board of Trustees. In addition, Jan Lesher, Deputy County Administrator for Pima County, will serve as Chair of the Board. Other incoming officers include Vice Chair Claudia Jasso-Stevens, Managing Partner for Jasso Development & Planning; Secretary Fred Chaffee, former Chair; and Treasurer Anne Roediger, Founding Partner at Roediger Hoff PLC. Marcel Dabdoub is a real estate developer, financial services entrepreneur and business consultant. Matthew Harrison is the founder of Harrison Wealth Management, a company helping individuals and families achieve their financial goals. Richard Marx is a Professor of Educational Psychology and former Dean of Education at the University of Arizona.

Mark Rubin is an attorney with a focus on business and real estate litigation. He also serves as General Counsel at Pima Medical Institute. Richard Sias is the Tyler Family Chair in Finance and Head of the Department of Finance at the Eller College of Management at the University of Arizona. Virjinya R. A. Torrez is an Assistant Attorney General at the Tohono O’odham Nation.

For complete bios and full listings of our Board of Trustees, please visit CFSAZ.org


Summer 2017

Get to Know our Trustees:

Jan Lesher, Chair

1. What is it about CFSA and its mission and vision that motivated you to make a commitment to the organization as its board president? Very simply, the Board and staff of the Foundation are committed to making this a better community in which to live, work, play and worship. I appreciate that we remain respectful of the causes to which our donors dedicate their funds while we also work to educate the community about what might be tough issues. We never forget our critical, fiduciary responsibility to manage funds and to run an organization in a way that, we hope, leads by example.

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HOW SHALL I DIVIDE MY ASSETS? By Craig Hunter Wisnom, Esq. When clients come to us to prepare a Will or Revocable Trust, some have a long list of potential beneficiaries, including charities, family, and friends. One of the common questions we get is “How shall I divide up my assets?” The answer depends on the client’s specific intent for each gift because there are pros and cons to the options. As a very general rule, dollar amounts (“pecuniary” is the term of art) work best for smaller gifts, and percentages or fractions are best used for the “major” beneficiaries. Gifts of specific assets are only appropriate in limited situations. Here are some of the factors to consider:

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Generally, fixed pecuniary gifts are paid off the top of the estate.

2. In one sentence, what makes Tucson/Southern Arizona special to you?

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Beneficiaries that get fixed gifts aren’t entitled to full accountings, but every percentage beneficiary is.

From Tucson, you can enjoy any career, lifestyle or pastime of which you have ever dreamed because of accessibility, opportunity and acceptance.

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You do not need to list specific assets in your Will or Trust, unless there is a specific item or account you want to go to a particular individual or organization.

4.

Ultimately, there needs to be a distribution for the “residue” under your trust or estate. Even if you think you’ve covered every asset as either a specific gift or dollar amount, there always can be other assets in your estate, including things you forgot about or acquired after you first drew up your Will or Trust. If this “residue” is going to more than one beneficiary, then it can be divided equally among the multiple beneficiaries, or you can specify different fractions or percentages.

3. Describe yourself in three words

Arizonan  Badger (Tucson High School)  Wildcat (University of Arizona) 

4. What is a recent book that you have enjoyed? Why? Who Thought This Was a Good Idea by Alyssa Mastromonaco, which is a funny, insightful look at working in government. 5. Why is CFSA important to you? While the fund I am establishing through the Community Foundation may not be much, I know that my dollars will, when combined with others, support vital work in Tucson and Southern Arizona long after I’m gone.

Figuring out HOW MUCH of a percentage or a dollar amount each beneficiary should receive is entirely up to you. Understanding these options can help you make decisions in a manner that will fulfill your wishes and result in an estate administration that runs as smoothly as possible. Craig Hunter Wisnom, Esq., is a Certified Specialist in Estate & Trust Law by the State Bar of Arizona and a Certified Elder Law Attorney by the National Elder Law Foundation. He is also Chair of CFSA’s Professional Advisory Committee


Inspiring Donors NOW & FOREVER

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CFSA Partners with Vitalyst Health Foundation and The Lovell Foundation to host a Pima County Community Convening On May 22nd, 57 individuals representing 45 different organizations gathered to share their perspectives on the pressing needs and the promising opportunities in Pima County related to education, health and well-being and economic opportunity. The Pima County Community Convening, organized by the Community Foundation for Southern Arizona in collaboration with the Vitalyst Health Foundation and The John and Lura Lovell Foundation, provided the Foundations an opportunity to learn from the community as they shape their grantmaking strategies for the coming year. A previous convening in partnership with Vitalyst Health Foundation and the Arizona Community Foundation was held in Yuma on May 2nd, in which 29 individuals from 20 organizations participated. The convenings brought together nonprofit organizations and other community stakeholders to explore the grant programs and initiatives of each foundation, engage the participants in identifying core community needs and provide them with opportunities for greater collaboration. The Center for Community Dialogue at Our Family Services facilitated both convenings, ensuring that all participants had full opportunity to engage in the process. Participants shared in their evaluations that they found the convenings “very helpful” or “indispensably helpful.” One attendee wrote: "I love that we are all collaborating on ideas and addressing

important issues. Working together in and of itself is super beneficialto the mutual goal for a better community.” Another participant shared: “There should be more events like this where we can all talk together and come up with innovative ideas for an enriched community.” CFSA’s Community Investment department will continue to engage with community stakeholders to facilitate greater collaboration and understanding of the needs of the region.

W E L C O M E Carol Varney CFSA is pleased to announce Carol Varney has joined the organization as Director, Strategic Grants and Initiatives. Carol will be responsible for grantmaking and strategy implementation for CFSA’s education and arts-related grantmaking and scholarship activities. In addition, Carol will be the focal point for coordinating CFSA’s collaborative work with the Arts Foundation for Tucson and Southern Arizona, a supporting organization of CFSA. She will assist the Arts Foundation in managing their re-granting program, development of grant application policies and procedures, and grant contract administration.

Carol brings more than 20 years of experience in arts and education development, and over a decade supporting program work in the arts, education and workforce. Most recently, she served as the Executive Director of Bay Area Video Coalition (BAVC) in San Francisco. Carol provided leadership and vision to the organization, oversaw all program areas, fundraising and development activities at BAVC, and participated on BAVC award review panels, as well as award and grants panels nationally. Before her role as Executive Director, Carol served as BAVC’s Managing Director from 2010-2012 and as Director of Development from 2008-2011. Carol holds a degree in Media and Cultural Studies from Hampshire College, where she serves on the Board of Trustees.


Summer 2017

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LGBT&S Alliance Fund Awards Thirteen Grants To Community Organizations The LGBT&S Alliance Fund, a fund of the Community Foundation for Southern Arizona, was proud to announce its grantees at an awards banquet held on June 28, 2017, at the Arizona Inn. Thirteen regional nonprofits all dedicated to improving and enriching the lives of LGBTQ community members, received a total of $52,835 in the form of 1-year grants. Additional a community member was honored, Anne Maley-Shaffner, as the 2017 Doug Noffsinger Straight Ally Award recipient for her contribution and service to the LGBTQ community.

This year’s grants ranged from $1,600 to $5,000, for organizations serving needs from LGBTQ community building and collaborations, transgender issues, youth and elder issues and general operating support. 2017 Grantees included: 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, and PFLAG.

The Alliance Fund would like to thank the dedicated board of directors, community grants committee, and donors who are committed to truly making a difference in southern Arizona. Because of them, the LGBT&S Alliance Fund has awarded 166 grants to more than 60 organization totaling $746,597 since its founding in 1999.

YOU’RE IN GOOD COMPANY Did you know that individuals give more to charity than foundations and corporations combined? In fact, giving by individuals accounted for 72% of all charitable gifts made in the United States in 2016. Giving USA reported that for 2016, giving by individuals rose by 3.9 % and the total in charitable contributions rose by 2.7 % totaling $390.05 billion – a rise of $10.53 billion to an all-time high! This data certainly resonates here at CFSA. In fiscal year 2017, we saw giving to new and existing funds increase, enabling us to expand our grantmaking in the community. For more information on the Giving USA 2017 Report, please visit givingusa.org

Information from Giving USA 2017 Report (Researched and written by IUPUI Lilly Family School of Philanthropy)

6420 E. Broadway Blvd., A100, Tucson, AZ 85710 Phone: (520) 770-0800 | Fax: (520) 770-1500 | cfsaz.org facebook.com/CFSAZ

@SoAZCommunityFd

CFSA Newsletter Summer 2017