Impact Report Winter 2018
Together we are making a difference and creating community Last year was one of tremendous progress toward the goals we defined in the Community Foundation’s 2020 strategic plan. We worked with donors, businesses, government, and nonprofits to help create a stronger community and support transformational change in the region. But it’s at this time every year, at the CFSA Annual Event, that we have the opportunity to celebrate the work and the progress we have made in the previous 12 months. We listened to our diverse constituency through a series of nonprofit convenings to learn how we can support the sector more effectively. We changed our grantmaking to provide general operating CORE support to highimpact nonprofits, giving them the flexibility to decide how to invest in furthering their mission. We put our mission into bricks and mortar
March 22, 2018
Nonprofit Convening Capacity Building
Community Foundation Campus Tours
by purchasing what will become the Community Foundation Campus, a place for all nonprofits to convene, collaborate and learn. These are but a few of the initiatives that converge on our common goal of “creating community”— an idea that for us has special meaning. We see community as not just shared space, but shared strength in the face of common challenges. We see creating community as creating new ways to make our donors’ gifts go further. We see community as not just people living together, but people working together, succeeding together. We offer our sincerest thanks to you, our donors, to our nonprofit partners, and to our volunteers, staff and board for all your support for our activities throughout the year. You create community. Every day, you improve lives across Southern Arizona. Every day, you make the world a better place.
April 1, 2018
Launch of Culture of Learning Grants
April 11, 2018
Nonprofit Convening Capacity Building
April 12, 2018
Funders Convening Capacity Building
April 14, 2018
Adopt Love Adopt Local
April 18, 2018
Women’s Foundation Annual Luncheon
LGBT&S Alliance Fund Award Ceremony
Lyons Family Fund Grant Round Opens
June 2, 2018
Santa Cruz Community Foundation Donor Event For additional information, please contact Ana Tello at email@example.com
Inspiring Donors NOW & FOREVER
I alone cannot change the world, but I can cast a stone across the waters to create many ripples.
– Mother Teresa One person can change a life. One person can make a mark and create a ripple that impacts others for generations to come. We are reminded of this power daily at the Community Foundation for Southern Arizona. We have shared our Community Foundation Campus (CF Campus) vision with our community and donors and invited them to be part of the journey of making a difference. The CF Campus will impact hundreds of charities and touch the lives of thousands while helping donors build and leave a legacy to their community. On behalf of the CFSA family, our heartfelt thanks to the following donors who have supported the CF Campus to date, investing in a brighter future for all: Faisal Adil Shirley & David Allen Fund Edna S. Amos Family Fund Phil & Mimi Amos Anonymous (3) Julian Babad Chetan Bafna Kerstin & Spencer Block The Bowden Family Kristen Birner Archibald & Laura Brown Thomas R. Brown Family Foundation Andrea Carmichael Fred E. Chaffee Jim Click - In Memory of Willie Moore Marcel Dabdoub Tony & Rosella Dabdoub Peter E. & Nancy M. Davis Advised Fund Dana C. Dawson, CRFE, CNC Leslie Edwards & Sarah Bahnson Celestino Fernandez Zoey Fife Robert H. Friesen
James J. & Louise R. Glasser Cindy Godwin Donna L. Grant & Gordon Waterfall Connie & David Greenberg Cande & Tom Grogan Michael W. Hard Matthew Harrison Dr. William E. & Margaret Ann Horst Kelly Huber & Michael LeBlanc Claudia Jasso-Stevens Jennifer L. Jones Bonnie Kay Cat Kiesel Marian & Greg LaLonde Fund Jan Lesher Mary Louise Luna The Mabie Family Doreen McPaul Xavier Manrique Carmen Marriott Ron Marx Emily Meschter Alexandra Miller, CPA The Miller Family
Mark & Stacey Montoya A.C. Moore & Annalisa Masunas, POA Sylvia Mulka & SAGA Sandra Y. Nathan Mary Okoye Bettina O’Neil Lyons Charles Pettis Thomas & Cynthia Robertson Melody S. Robidoux Ann Roediger Ross Foundation Jim Rowley Rubin & Bernstein, PLLC Rick & Patty Sias Barb Smith
Paul & Shari StapletonSmith Stocker Foundation Mike & Laura Sullivan Bob & Lisa Swift Saunie Taylor Ana Tello & Jeremy Mikolajczak Hugh & Allyn Thompson Virjinya Torrez The Troller Fund Steven C. Wagner, JD, CPA Ann Weaver Nichols Angela Weir Wesley H. & Delores M. Whitman M.D. Wiley Patti & Craig Wisnom
Year-to-date by the Numbers Gifts: $15.1M* Grants: $7M* New Legacy Gifts: $9.9M* Endowment 1 Year: p 16.03%** Endowment 5 Year: 7.9%**
J. Clinton Mabie President and CEO Community Foundation for Southern Arizona
* Consolidated-unaudited as of FY18 Q2 ** For detailed reports on all investment pools, please visit cfsaz.org/about/financials/
Get to Know our Trustees:
Mike Sullivan 1. What is one sentence you would use to describe CFSA? CFSA is an organization committed to improving the quality of life in Southern Arizona through collaboration and education. 2. Describe yourself in three words Husband, father, professional 3. How has the experience of being a Trustee changed you? I don’t know if it really changed my view, but it certainly has reinforced my belief that we can accomplish great things when we aren’t concerned about who gets the credit. 4. Name three things in Tucson you find most beautiful? Catalina Mountains, sunsets, my wife Laura. 5. What is a recent book that you have enjoyed? Why? “The Eighty Dollar Champion” by Elizabeth Letts. It tells an inspiring true story about an immigrant, a Dutch-born horseman, who buys an eighty dollar plow horse on his way to the slaughter house and turns him into a national champion jumper in the late 1950’s. It is a great testament to the human spirt and the connection between a good horse and a good man or woman.
PAAW-tastic Happenings in our Community Wow, a lot is happening in animal welfare in Southern Arizona! The Pima Alliance for Animal Welfare (PAAW), an initiative of CFSA, started in 2012 to ensure that all Pima County companion animals have a loving home and humane care. At that critical time, almost 15,000 animals a year were being euthanized annually in our municipal shelter and our community needed to act. In the past six years PAAW has supported Pima County’s animals by building voice, collaboration amongst stakeholders, and collective impact in the animal welfare world. These partnerships and the hard work of many dedicated volunteers in our community have resulted in Pima Animal Care Center (PACC), becoming one of the largest lifesaving shelters in the US, saving almost 90% of the 17,000 pets who come through its doors each year, making it recognized as one of the top public shelters in the country. That shift towards no-kill in our community, along with the completion of a brand new PACC and a new Humane Society shelter in 2018 is putting our region on the map nationally as a model for change. During PAAW’s semi-annual community meeting in February, Pima County Supervisor Sharon Bronson gave opening remarks thanking both PAAW and the animal welfare community for all of their work over the past six years. There were presentations by the new PACC Department Director, Kristen Auerbach as well as Chief Operating Officer, Brandy Burke from the Humane Society of Southern Arizona. There were presentations on how to deal with pet/wildlife interaction from the Wildlife Center and Pets for Life presented an innovative pet care model that will begin serving people and their pets in the 85706 and 85713 zip codes. In addition to these PAAW partner organizations, all three internal PAAW workgroups gave updates on their progress. One exciting update was from the Human Animal Bond workgroup who is embedding animal welfare into social services. They were proud to present two new partnerships with Mobile Meals of Southern Arizona and Lutheran Social Services. After learning that 60% of their clients needed pet food too, Mobile Meals of Southern Arizona will now bring pet food to clients 1-2 times a month. Lutheran Social Services will be now serving their clients’ needs by walking dogs and cleaning up pet waste. PAAW is helping assist with programmatic questions and volunteer recruitment for these two organizations. PAAW is proud to partner in this endeavor to make this community the most humane it can be for our companion animals and looks forward to working on these and future efforts.
BARK YOUR CALENDARS
4TH ANNUAL mega-adoption event April 14th | Tucson Expo Center Questions about PAAW or Adopt Love Adopt Local, please contact Kelly Huber at firstname.lastname@example.org.
Inspiring Donors NOW & FOREVER
TIPS FOR NAMING NON-PROFIT ORGANIZATIONS AS A BENEFICIARY OF ASSETS AT DEATH
By Angela C. Moore, attorney at law, partner of Moore, Masunas & Moore, P.L.L.C. n Decide on a dollar amount to provide non-profit organization(s) out of total assets at death. n Analyze your assets and determine which ones are income in respect of a decedent (IRD). n Please consult with your CPA in regards to IRD; and availability of charitable tax deduction(s) on income tax and/or estate tax return(s) given your goals/wishes/overall estate plan. n If IRD assets, use first to fund charitable intent up to dollar amount in #1. Consider having one IRD account solely payable to non-profit organizations and remainder of IRD accounts payable to family/friends/etc. If IRD assets are less than the charitable amount, consider making all IRD assets payable to non-profit organizations and then make other non-IRD assets payable on death to non-profit organizations. n Analyze each year and adjust beneficiary designations as appropriate. n If your plan is governed by ERISA and you are married, your spouse needs to consent to the change of beneficiary designation if your spouse is not 100% primary beneficiary. n Consider establishing a memorial fund at a nonprofit organization so that it can distribute the assets per your goals/wishes. Consider outright v. endowment; unrestricted v. set purpose(s).
The LGBT&S Alliance Fund, a fund of CFSA, is pleased to announce Tom Buchanan has joined the organization as Director of Development. Tom will be responsible for significantly growing the Fund’s assets to expand grantmaking and the endowment, ensuring support for the Southern Arizona LGBTQ community in perpetuity. In addition, he will work with current and prospective donors to the Alliance Fund to help them meet their charitable goals. Tom brings nearly 40 years of experience in non-profit management and fundraising, beginning with the first capital campaign he staffed for a small college in Michigan in the late 1970’s. His career has included working for and leading small local nonprofits as well as large global organizations. Most recently, Tom worked in development for the AIDS Foundation of Chicago, Tohono Chul Park and the University of Arizona. He also served as the executive director of Horizons Community Services, which became the Center on Halsted, Chicago’s LGBT community center. Tom has been involved in the Alliance Fund as a representative of organizations seeking grants, as a member of the grants committee, and, with his husband Robert Bell, as a donor. Tom believes deeply in and is committed to the mission of the Alliance Fund and is excited to be part of the effort to make it more successful in fulfilling its mission.
6420 E. Broadway Blvd., A100, Tucson, AZ 85710 Phone: (520) 770-0800 | Fax: (520) 770-1500 | cfsaz.org facebook.com/CFSAZ