Community Matters Magazine, Fall '21

FALL 2021

MATTERS

Navigating A BOLD Way Forward

$1M BE BOLD PRIZE

Tackles Pandemic Job Loss In Broward

BE BOLD LEADERSHIP CAMPAIGN

Momentum Grows

BOLD COLLABORATION

Boosts Support For LGBTQ+ Community

About this issue: Navigating A BOLD Way Forward T

he cover of this issue features the beauty of the Everglades – a natural treasure that adds so much to our vibrant community. Like the kayaker paddling through the maze of mangroves, the Community Foundation of Broward is navigating a BOLD way forward for local philanthropy.

In the pages of this magazine you will learn about one of our latest efforts to help Broward bounce back from the pandemic. The $1 million BE BOLD Prize will jump-start career opportunities in neighborhoods disproportionately affected by lingering unemployment. You will also learn how we are empowering Broward’s nonprofits to overcome pandemic setbacks and become more “resilient” to future challenges that threaten the critical services they provide.

Jennifer O’Flannery Anderson, Ph.D. President/CEO

This issue includes an update about how support for the arts helps answer Broward’s call for social justice. The Broward Performing Arts Foundation’s “Arts for Action: Black Voices” initiative is one of our seven new art projects that support social justice. And check out the News & Notes section to learn how we are providing equity training to top local leaders.

This is just a sampling of the many ways that the Community Foundation charts a brighter future for Broward. In our next issue, I look forward to sharing with you the results of the Community Foundation’s updated strategic plan, which we are crafting with input from a diverse group of local stakeholders.

All of this is made possible by dedicated local philanthropists who partner with the Community Foundation to create a BOLD impact for Broward. Support from our Fundholders fuels critical solutions today and shapes a brighter tomorrow. Working together, there’s no limit to what we can achieve for the place we call home.

joa@cfbroward.org PRESIDENT/CEO

CONTRIBUTORS

2021 BOARD OF DIRECTORS

Jennifer O’Flannery Anderson, Ph.D.

Andria Baker Annette Bauer Sheri Brown Grosvenor Carol Dorko Latoya Jacquett Amanda Kah Mark Kotler Yvette Lawson Jennifer Powers Angelica Rosas Nancy Thies

James Donnelly – Chair Juliet Murphy Roulhac – Vice Chair Peggy Hogan Marker – Secretary Kurt D. Zimmerman – Treasurer Doria M. Camaraza – At Large Alice Lucia Jackson – At Large Jane F. Bolin James B. Davis Alberto Fernandez Edward T. Hashek

VICE PRESIDENT, MARKETING AND COMMUNICATIONS

Kirk Englehardt 910 East Las Olas Boulevard Suite 200 Fort Lauderdale Florida 33301 954.761.9503 cfbroward.org

2 Community Matters | Fall 2021

MANAGING EDITOR

Andy Reid DESIGN

Kind Design Advertising

Marcell Haywood David W. Horvitz Susanne Cornfeld Hurowitz Paige Hyatt Anne K. Joyner Dara Levan Nancy Meyer Dev Motwani Mona Pittenger David M. Scully

Inside: PAGE 4

ARTS & SOCIAL JUSTICE UPDATE Art of Community grant supports “Arts for Action: Black Voices.”

PAGE 6

BE BOLD PRIZE WINNER $1M prize will jump-start career opportunities through Broward College’s EMPLOYS program.

PAGE 8

LGBTQ+ COLLABORATION The Community Foundation teams up with the Our Fund Foundation to bolster LGBTQ+ support.

PAGE 14

BE BOLD LEADERSHIP CAMPAIGN Passing the $200M mark and still growing. Learn more about this BOLD movement.

PAGE 17

NEWS & NOTES Exciting Sea Cadets news and other examples of impact in action. cfbroward.org

3

UPDATE: Arts & As our community seeks social justice solutions, song, dance and other lessons from the stage can help guide the way.

The Community Foundation of Broward is using the power of the arts to bridge differences with support for Art of Community – philanthropy that ignites creativity, invokes community pride and unites residents through the arts.

One of our new Art of Community grants supports “Arts for Action: Black Voices” by the Broward Performing Arts Foundation.

This dynamic program features music, theatrical performances and dance – experienced both in person and virtually – that enable audiences to explore topics such as racial inequality, human rights, LGBTQ+ issues and more.

The program includes curated events where performing artists, community activists and residents engage in conversations about social justice issues. It also features performances by prominent Black artists who participate in audience conversations before or after their shows.

Grammy winners, Broadway stars, renowned composers and more are participating in Arts for Action. The

4 Community Matters | Fall 2021

Social Justice talented group Black Violin is partnering with the Broward Performing Arts Foundation to lead this effort to engage residents through the arts.

The next phase of the Broward Center’s Arts for Action initiative will feature performances and engaging audience discussions with Black Violin.

“Art can bring people in in ways that just a conversation can’t,” said Kev Marcus of Black Violin. “We want to have … really courageous conversations that can move the needle and move it forward.”

The Arts for Action program culminates in a free-admission, outdoor arts festival featuring performances and exhibitions about social justice issues.

An advisory panel of Black influencers is helping shape the program content. And the Racial Equity Institute is providing training for staff at the Broward Center for the Performing Arts and the project partners.

Earlier this fall, the Broward Center teamed with the Art Prevails Project to present “The Happening: A Theatrical Mixtape, Volume III.”

“

ART CAN BRING PEOPLE IN IN WAYS THAT JUST A CONVERSATION CAN’T.

“The Happening” incorporates music, dance and poetry to celebrate and highlight women. The entertaining and engaging program explores the obstacles women face, their achievements as well as the effects of gender, race and class. After performances, the audience is invited to join the cast and creative team for a discussion about the important issues addressed on stage.

- Kev Marcus of Black Violin

“We can all gather. Celebrate what we have all done. Celebrate these great artists and share what we have learned,” said Kelley Shanley, president and CEO of the Broward Center for the Performing Arts.

The Arts for Action program is one of seven exciting new Art of Community projects that will help answer our community’s call for social justice.

Each of these exciting arts projects – including gallery exhibitions, podcasts, workshops, festivals and more – aims to break through barriers that divide us, foster deeper understanding and help build a better community.

It’s all made possible by visionary philanthropists who partner with the Community Foundation to create charitable Funds that support innovative solutions that make Broward a better place for everyone to call home.

LEARN MORE

Scan to read about the seven new art projects that support social justice.

Above Photo: “The Happening” incorporates music, dance and poetry to celebrate and highlight women.

Photo left: Black Violin includes Wil Baptiste and Kev Marcus. cfbroward.org

5

$1Million BE BOLD Prize Winner Broward College EMPLOYS program

BE BOLD PRIZE

Life-changing career opportunities are now within reach for hundreds of unemployed or underemployed local residents, thanks to the Community Foundation of Broward’s newly awarded $1 million BE BOLD Prize.

Back in January, the Community Foundation created this $1 million prize to find a dynamic strategy to boost local employment – especially for minority residents in long-struggling neighborhoods who were disproportionately affected by the pandemic’s economic crisis.

wrap-around services to help program participants find new jobs that make the most of their improved skills. Also, EMPLOYS will provide incentives to community partners to become job placement agents for program participants.

The $1 Million BE BOLD Prize provides the seed money to launch the first two years of EMPLOYS, which will enable the placement of up to 400 program participants into good jobs in the local workforce. After the kick-start provided by the BE BOLD Prize, Broward College will continue the program through the endowment of a $30 million grant the school recently received from philanthropist MacKenzie Scott. Also, Broward College has been awarded $30 million from the U.S. Department of Education for Broward Up.

Now the $1 million prize is jump-starting Broward College’s groundbreaking efforts to help underserved residents overcome barriers to higher education and connect them to new jobs through The $1 million BE BOLD Prize will help fuel Broward College’s new efforts to the EMPLOYS Program. increase job placement for newly trained residents from local zip codes most affected by unemployment or underemployment.

EMPLOYS stands for Employment Management Program for Labor Opportunities that Yield Success. It’s an exciting new component of the college’s Broward Up initiative to increase access to post-secondary education and workforce training for residents in local zip codes most affected by unemployment and underemployment.

As Broward Up expands career training and industry certification opportunities in more neighborhoods with unemployment deficiencies, EMPLOYS will provide

“

The Community Foundation created the BE BOLD Prize with the goal of encouraging new ways of thinking that move beyond traditional workforce development programs and embrace an innovative idea and solution for transformative community impact.

“It’s not enough to get students into the classroom and have them earn a credential. We have to support them through the employment process,” said Broward College President Gregory Haile, J.D. “We are very grateful to receive the BE BOLD Prize, which will have a tremendous impact on our ability to create a seamless transition from higher education opportunities to placement in Broward County’s workforce.”

The Community Foundation wants to get unemployed or underemployed residents back to work.

The EMPLOYS Program of Broward College is the perfect combination of BOLD innovation and targeted results needed to implement the $1 million BE BOLD Prize.

”

- Jennifer O’Flannery Anderson, Ph.D., Community Foundation, President/CEO 6 Community Matters | Fall 2021

Lesley’s endowed charitable Funds provide the critical support Broward needs, during times of crisis and beyond: LESLEY MITCHELL JONES FUND FOR THE AGING AND ELDERLY COMMUNITY FOUNDATION of BROWARD

LESLEY MITCHELL JONES CHARITABLE FUND COMMUNITY FOUNDATION of BROWARD

LESLEY MITCHELL JONES COMMUNITY IMPACT FUND COMMUNITY FOUNDATION of BROWARD

Lesley Mitchell Jones Community Foundation of Broward Legacy Society Member

“I locked in my legacy” “I needed a partner to help me make the most of my charitable giving – both today and through my will, so I can continue making a difference after I’m gone.

The Community Foundation’s expert team helped me do it by creating three endowed charitable Funds, in my name. Now I can have an impact on my community right away.

And when I’m gone, my remaining assets will pour into my endowed Funds to change lives in this community I love.

Now I have peace of mind knowing that the Community Foundation will ‘mind the store’ on my behalf to ensure the organizations and issues I care about are supported forever.

I can’t imagine a smarter, more impactful way to create a brighter future for Broward.

It feels good to BE BOLD!” Read more about Lesley’s Legacy at cfbroward.link/LesleysLegacy To lock in your legacy today, contact Jennifer Powers, Philanthropic Services Manager, at 954-761-9503 x113 or email jpowers@cfbroward.org 154 165 Legacy Society members $360 million in estate gift promises $288 473 489 named charitable Funds 35 37 years of bold community impact

cfbroward.org

7

BOLD New LGBTQ+ Collaboration

T

he Community Foundation of Broward and Our Fund Foundation are teaming up to boost LGBTQ+ support and prioritize innovative opportunities to foster social and racial equity for LGBTQ+ residents.

will be launching a joint Request For Proposals for innovative ways to support the aspirations of Broward’s LGBTQ+ community and award its first grants in 2022.

This new grantmaking collaboration – linking two philanthropy leaders dedicated to supporting Broward’s LGBTQ+ community – will target critical resources where they are needed most to create the greatest positive impact for LGBTQ+ residents.

As longtime champions of LGBTQ+ residents, Our Fund Foundation and the Community Foundation of Broward are natural partners, both supported by generous donors who prioritize inclusion and equity in Broward County and beyond.

Pooling the expertise and philanthropic resources of the Community Foundation of Broward and Our Fund Foundation will: • Identify and address discrimination that causes disparities in health care, education, economic independence and other essentials to the quality of life for LGBTQ+ residents • Amplify the voice of the LGBTQ+ community and champion the rights of all LGBTQ+ residents • Create a lasting impact for the LGBTQ+ community that transcends lifespans and breaks through community divisions In addition, this strategic partnership will enable the Community Foundation of Broward and Our Fund Foundation to optimize their use of time and resources, maximizing the support available to members of the LGBTQ+ community.

The collaboration will simplify the grant application process for partner nonprofit groups and organize a dedicated team to review grant applications.

Since its creation in 2011, Our Fund Foundation has grown into the nation’s third-largest LGBTQ+ foundation, awarding more than $13 million in grants to support LGBTQ+ initiatives in Broward, Miami-Dade and Palm Beach counties. With more than $1.5 million in grants deployed each year in the areas of Social Justice, Health & Wellness and Arts & Culture, Our Fund Foundation improves the quality of life for the local LGBTQ+ population through responsive, relevant, and impactful philanthropy.

Our Fund Foundation and the Community Foundation of Broward 8 Community Matters | Fall 2021

“Our Fund Foundation is focused on creating a better and safer world for future generations,” said David Jobin, Our Fund Foundation President and CEO. “We are pleased to partner with the Community Foundation of Broward on our Social Justice granting to create a greater investment in a stronger, healthier and happier LGBTQ+ community.”

For more than three decades, the Community Foundation of Broward has advocated for Broward’s LGBTQ+ community. In 1986, the Community Foundation became the first non-

Community Foundation of Broward President/ CEO Jennifer O’Flannery Anderson and Our Fund Foundation CEO/President David Jobin.

government funder in Broward to lead the charge for education and understanding of the HIV/AIDS epidemic. The Community Foundation since 2003 has awarded more than $8 million in grants to support the LGBTQ+ community on a wide range of issues, including education, outreach, the arts and more. Last year, a report for a national support network called Funders of LGBTQ+ Issues found that the Community Foundation of Broward’s LGBTQ+ support ranked among the top 10 community foundations across the country.

“We can and must do more to break through systemic barriers, foster inclusion and create more opportunities for LGBTQ+ residents to succeed,” said Community Foundation President/ CEO Jennifer O’Flannery Anderson, Ph.D. “Collaborating with Our Fund Foundation is a great way to streamline our grantmaking process with a shared goal of making life better for everyone who calls Broward home.”

?

Did you Know Broward residents average more than

$1 BILLION in donations a year

Broward,

Florida’s second-most populated county,

ranked THIRD in total charitable contributions,

behind Miami-Dade County (#2) and Palm Beach County (#1).

Broward residents’

AVERAGE INDIVIDUAL CHARITABLE GIFTS Broward’s total donations could grow to

$1.9 BILLION a year – a $700 million annual boost

in critical resources – if all local donors gave at the same level as their Florida peers.

trail their peers

in similarly sized metro areas across the country.

The greatest concentration of Broward’s charitable giving

3

comes from just

Fort Lauderdale zip codes

(33301, 33308 and 33316)

How do we know? Turn the page to find out... cfbroward.org

9

NEW PHILANTHROPY STUDY REVEALS

BROWARD’S ‘UNTAPPED POTENTIAL’ As Broward’s local philanthropy experts, we know that the generosity of Broward’s residents makes life better in our community each and every day. The pages of this magazine are filled with examples of BOLD impact made possible by our Fundholders’ generous support.

And just as we celebrate our community’s giving strengths, it’s also important to shine a light on the deficiencies and powerful potential of local philanthropy.

That’s why the Community Foundation of Broward commissioned an eye-opening special report, called “Untapped Potential,” taking a deep dive into tax records, national giving trends and breaking down the numbers.

The study shows that Broward’s charitable donations reported on tax returns during the past decade have been trending up at a time when statewide, the percentage of residents who give is on the decline.

In addition, Broward consistently ranks near the top of total charitable giving in Florida. Broward residents reported $1.1 billion in charitable giving in 2018 (the most recent tax filing data available for the study). That’s behind only Miami-Dade County ($1.6 billion) and Palm Beach County ($2.5 billion).

LEARN MORE!

10 Community Matters | Fall 2021

Despite that good news, a closer look shows that Broward’s charitable giving lags behind similar-size communities in Florida and across the country.

For example, Broward’s total annual gifts ($1 billion+), average individual gift size ($11,676) and the percentage of income residents donate (2.7% for those earning $50,000 annually or more) are all below levels expected for one of Florida’s wealthiest and most-populated counties.

Yet most importantly, the study also reveals the true power of Broward’s giving potential. Our findings point to significant sources of untapped potential support, which could vault Broward’s philanthropic resources to exciting new levels.

For example: • By giving at the same percentage as their peers, Broward’s upper-income donors could generate an additional $308 million a year to tackle community needs.

• Broward’s total donations could grow to $1.9 billion a year – a $700 million annual boost in critical resources – if all local donors gave at the same level as their Florida peers.

Our fast-growing community faces daunting challenges that require more resources to fuel solutions today and in the years ahead. Thankfully this study shows that if more of us give in line with our ability, we can ensure Broward has the resources it needs to be a thriving, vibrant place to call home for generations to come.

Scan this QR code to download a copy of “Untapped Potential.”

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cfbroward.org 11

Year-end Giving Opportunities Partnering with the Community Foundation of Broward for your year-end giving is a great way to make the most out of your tax benefits and create a BOLD impact for the community you love. Here are a few options to consider.

Give with your IRA distribution

Gift Bundling Through a Donor-Advised Fund

• Making a Qualified Charitable Distribution (QCD) from your IRA to a charitable Fund at the Community Foundation provides critical support to tackle issues that matter most to you.

• A QCD is an above-the-line tax deduction and it can satisfy your Required Minimum Distribution (RMD).

• A QCD isn’t permitted to a private foundation or a Donor-Advised Fund. The Community Foundation offers several types of charitable Funds that can be supported by a QCD, such as Unrestricted Endowed Funds, Field of Interest Funds, Designated Funds and Scholarship Funds.

•

•

•

Donate Appreciated Stock •

•

•

Donating appreciated stock multiplies your giving power by: 1) removing your tax liability from the stock sale and 2) realizing tax benefits from the donation.

Donating appreciated stock is a great way to create or add to a Donor-Advised Fund or other types of charitable Funds at the Community Foundation.

Your Fund becomes a long-term source of support for issues that matter most to you.

To get your tax benefits for 2021 the transfer of donated stock must occur before Dec. 31. We recommend you request your transfer of donated stock by Dec. 22.

You can “bundle” several years’ worth of support for your favorite causes or organizations through a single, year-end gift to a Donor-Advised Fund at the Community Foundation.

Gift bundling enables you to lock in support to achieve your long-term charitable goals, while you get the full tax benefit this year.

With the Community Foundation as your partner, we help grow your Donor-Advised Fund through careful investment and we provide guidance on innovative grantmaking opportunities for you to make a BOLD impact.

Create a Charitable Gift Annuity •

•

The holidays are an ideal time to include a Charitable Gift Annuity in your estate plan.

With a Charitable Gift Annuity, you create a dedicated source of income for yourself or someone you love – and you establish future support for our community with a charitable Fund at the Community Foundation.

Don’t Miss Out! Contact Our Team By December 15 to Discuss Year-end Giving: Mark Kotler: mkotler@cfbroward.org and 954-761-9503 ext. 130 Jennifer Powers: jpowers@cfbroward.org and 954-761-9503 ext. 113 Nancy Thies: nthies@cfbroward.org and 954-761-9503 ext. 106 .

12 Community Matters | Fall 2021

Ask an Advisor Topic:

Year-end Giving

“Ask an Advisor” features members of the Community Foundation of Broward’s Professional Advisors Council, who share insights about tax law, wealth management, estate planning and giving strategies that help local philanthropists create a BOLD impact.

In this edition of “As an Advisor,” we ask expert financial advisor Marianela Collado about asset alternatives and maximizing tax benefits for year-end giving.

Q

It’s important to remember that to qualify as a QCD the distribution must go directly to a 501(C)3 charitable organization and it’s not allowed as a contribution to a Donor-Advised Fund, whether at a nonprofit or a commercial financial institution. A big benefit of partnering with the Community Foundation for year-end giving is that the Community Foundation has several types of charitable Funds that qualify for a QCD. Plus, by giving through the Community Foundation you get the benefit of a team of experts who help you make the biggest impact possible for the issues you care about the most.

Q

For those who prioritize charitable giving, you are able to give more because you don’t have to pay the additional tax on the appreciated stock. You can have a bigger impact on the charitable end. But don’t wait until the last minute to make a year-end donation with appreciated stock. The stock has to be transferred and received by Dec. 31 in order for you to get the tax benefit for that year and it can take several days to complete those transactions depending on the financial institution.

Why is a Qualified Charitable Distribution (QCD) from an IRA an ideal asset for year-end giving?

If I know a client is charitably inclined and is over the age of 70 ½, my first step is to recommend they use their required IRA distribution to make their charitable gift. Nobody likes to pay taxes on their IRA distribution. When you fulfill your Required Minimum Distribution (RMD) with a Qualified Charitable Distribution, those distributions are not included in your Adjusted Gross Income (AGI). A big benefit of the Qualified Charitable Distribution is keeping your Adjusted Gross Income below certain thresholds that can have other tax implications.

How does donating appreciated stock/securities help accomplish charitable giving goals and reduce tax liabilities?

For those who want to give beyond the level of their Required Minimum Distribution or are under the age of 70 ½, my next planning strategy is to recommend they donate appreciated stock. Donating appreciated stock is like putting your charitable giving on steroids. Because not only are you getting the tax deduction for the value of the securities you donate, you are also removing the tax liability associated with the appreciation of that stock. All the appreciation is basically wiped away – the capital gains tax disappears.

Marianela Collado, CPA/PFS, CFP® Tobias Financial Advisors

Q

Why should someone consider gift bundling through a Donor-Advised Fund at this time of year?

After standard deductions doubled under the 2017 tax law, more people started losing out on the same level of tax benefits they used to get with their year-end giving. Gift bundling can help you get over that standard deduction hurdle. A year-end gift to a Donor-Advised Fund enables you to front-load multiple years’ worth of support for important causes and organizations that you intend to support in the years to come. By doing so, you get your tax deduction this year and lock in long-term support for one or more nonprofit organizations that are near and dear to your heart. And after guaranteeing your tax deduction now, you can take your time distributing support through your Donor-Advised Fund.

Gift bundling through a Donor-Advised Fund can also be a great tool to help get children or extended family engaged in philanthropy. You can create your Fund and then sit down at the Thanksgiving table to talk about ways your family can use the Fund to give back to your community. So, beyond the tax benefit, gift bundling to your Donor-Advised Fund becomes a way to create a family legacy. It’s an opportunity to emphasize your values and teach them to the next generation.

Learn More To talk about year-end giving, contact Mark Kotler at mkotler@cfbroward.org or 954-761-9503 ext. 130

cfbroward.org 13

BOLD MOMEN More and more, local philanthropists are joining a growing movement to make a BOLD investment in our community.

The BE BOLD Leadership Campaign is an exciting opportunity for people who love Broward to fuel innovative solutions and create permanent support for the place they call home.

The Community Foundation of Broward launched the campaign in 2018 to build an endowment able to keep pace with our community’s fastgrowing needs.

Already, our BE BOLD Leadership Campaign has raised more than $200 million in new gifts and planned gifts from visionaries who create charitable Funds at the Community Foundation.

Teaming up with the Community Foundation empowers philanthropists to tackle big challenges today and to shape a brighter future for Broward.

By joining this leadership campaign, you gain a philanthropy partner with the expertise to amplify your impact for the community you love. And through the power of endowment, the Community Foundation ensures your impact will never end.

You can join the campaign with a one-time gift, a pledge to grow your support over time or through the satisfying commitment of an estate gift.

The success of the BE BOLD Leadership Campaign ensures Broward will have lasting, flexible resources to be a vibrant community for generations to come.

Broward’s future is in our hands. Are you ready to BE BOLD?

Learn More Go online to www.cfbroward.org/be-bold or call Nancy Thies, Vice President of Philanthropic Services, at 954-761-9503, ext. 106.

14 Community Matters | Fall 2021

$204

MILLION RAISED through August 2021

70+

New Charitable Funds

40+

New Legacy Gifts

15

New Community Builders with $1M+ Endowed Funds

NTUM

EMPOWERING BROWARD STUDENTS TO EXPERIENCE THE WORLD Nancy Lynn Brown loves the new experiences and learning that come from travel. Seeing new places, asking questions, making friends – for Nancy, traveling provides new opportunities to learn and grow.

To give back to her community, Nancy partners with the Community Foundation of Broward to create life-changing travel opportunities for college students. The Nancy Lynn Brown Scholarship Fund at the Community Foundation provides permanent support for educational travel opportunities, especially for students who otherwise could not afford to go.

Nancy Lynn Brown (center) cuts the ribbon on her new Community Builder plaque, as (left to right) James Donnelly, Foundation Chair; Debra Vogel, Nancy’s professional advisor; Kurt Zimmerman, Foundation Board Member; Philip Verde, Nancy’s professional advisor; and Jennifer O’Flannery Anderson, Foundation President/CEO; lead the celebration.

Through her partnership with the Community Foundation, Nancy empowers local students to broaden their horizons through travel. With an endowed charitable Fund at the Community Foundation, Nancy’s BOLD impact for Broward’s future leaders will never end.

New Community Builders Join The Campaign Thanks to the momentum of our BE BOLD Leadership Campaign, more visionary philanthropists are stepping up to join the ranks of our Community Builders.

Community Builders are BOLD leaders who partner with the Community Foundation to establish endowed charitable Funds of $1 million or more to shape a brighter future for Broward.

Through the power of endowment, these 43 dedicated individuals, families and community organizations fuel innovation and tackle Broward’s big challenges – today and forever.

One of our newest Community Builders is Nancy Lynn Brown.

To learn more about all of our Community Builders, scan this QR code.

“

Travel is one of the best ways to learn.

When I travel, I learn about the region, the people, the food and the culture. It is important to me that others have this experience too. I know that the Community Foundation of Broward can make it happen.

”

- Nancy Lynn Brown

cfbroward.org 15

BOLD Support For Broward’s Youth Jim Moran’s Legacy Grows With $2M Grant

Automotive business pioneer Jim Moran’s legacy of kindness, compassion and generosity grows even stronger with a new $2 million grant to the Community Foundation of Broward.

During the summer, Jan Moran – Jim’s wife and a Community Foundation Fundholder and former Board Member – shared the exciting news that The Jim Moran Foundation has awarded a $2 million grant to the Jim Moran Children’s Fund at the Community Foundation.

Such critical support will fuel more educational and career opportunities for Broward young people who need a hand up. This partnership with the Community Foundation is part of more than $20 million in proactive grant commitments beyond its traditional funding during The Jim Moran Foundation’s 20th anniversary for nonprofits in Broward, Duval and Palm Beach counties.

“With this grant, we are reaching back to honor Jim’s intent and reaching forward to prepare and empower our next generation of leaders,” said Jan Moran, who serves as The Jim Moran Foundation Board Chair and President.

Throughout his life, Jim Moran carried a steadfast determination to work hard and give back. At just seven years old, he started selling soda pop from his red wagon at a baseball field to help his family make ends meet. And during his six decades of pioneering work in the automotive business, Jim’s success as a car dealer and champion

16 Community Matters | Fall 2021

of customer courtesy included establishing JM Family Enterprises, Inc. as an industry leader.

A dedicated philanthropist, Jim created The Jim Moran Foundation in 2000 to ensure his giving would endure for future generations. Its mission is to improve the quality of life for the youth and families of Florida through the support of innovative programs and opportunities that meet the everchanging needs of the community.

Jim and Jan Moran are among the Community Foundation’s Community Builders – visionaries who partner with the Community Foundation to establish endowed charitable Funds of $1 million or more to support their community today and forever.

In addition, Jim in 1993 partnered with the Community Foundation of Broward to create the endowed Jim Moran Children’s Fund – providing permanent support for programs that empower at-risk youth to succeed at school and build career skills.

Since his passing in 2007, support from The Jim Moran Foundation as well as Jim’s endowed Fund at the Community Foundation have fueled solutions that make life better for children and families in Broward and across Florida.

Jan Moran said this special $2 million gift to the Jim Moran Children’s Fund at the Community Foundation is meant to continue her husband’s

mission to open doors of opportunity to more of Broward’s young people.

Jan said her husband believed that making a meaningful difference in the community requires providing opportunity for others. Through the years, the Jim Moran Children’s Fund has already provided more than $700,000 in support for: • Job coaching for high school-aged foster children • “Soft skills” training to help teens – struggling with mental health or behavioral problems – land part-time jobs • Meals for children in need • Hands-on learning experiences for students to learn about career opportunities through the arts • A groundbreaking pilot program to improve attendance, course performance and behavior for middle school students falling behind in the classroom • And much, much more The Jim Moran Foundation’s new $2 million grant to the Community Foundation ensures that Jim’s BOLD legacy of support will reach even more of the children who need it most – today and for generations to come.

“I would like to thank Jan Moran and The Jim Moran Foundation for this generous grant,” said Community Foundation President/CEO Jennifer O’Flannery Anderson, Ph.D. “We are proud to partner with them to further the work of the Jim Moran Children’s Fund, which for nearly three decades has helped empower Broward’s youth to overcome obstacles and achieve success.”

News & Notes SEA CADETS GETTING NEW TRAINING FACILITY Thanks to the Mary N. Porter Legacy Fund at the Community Foundation, local Sea Cadets will soon have a home they deserve. Work is underway on a much-needed renovation and expansion that will bring their building up to code, double their space and provide a state-ofthe-art training facility in Fort Lauderdale.

Mary’s generous estate gift has enabled the Community Foundation to become the only grantmaking organization in Broward with a dedicated source of support for capital projects like this.

SPIRIT AIRLINES DONATES $50,000 FOR BROWARD’S ENVIRONMENT When Spirit Airlines wanted to find the best ways to support Broward’s environment, the Miramar-based airline naturally turned to Broward’s local philanthropy experts to help make it happen. In August, Spirit donated $50,000 to the Community Foundation to support efforts to protect and restore Broward’s fragile environment. Now we are identifying innovative opportunities for Spirit’s generous gift to make a bold impact for Broward’s environment.

RACIAL EQUITY TRAINING FOR LOCAL LEADERS New racial equity training for local leaders is one way the Community Foundation helps answer the call for social justice. In collaboration with the Children’s Services Council, we have hosted a series of online racial equity training sessions for our Board of Directors as well as leaders from many top local civic organizations and nonprofits. Representatives from the Broward Workshop, the Greater Fort Lauderdale Alliance, the Greater Fort Lauderdale Chamber of Commerce, Our Fund Foundation and more are joining us to explore ways to overcome systemic racism and implicit bias.

cfbroward.org 17

News & Notes EXPLORING TAX LAW REPERCUSSIONS An expert panel shared insights about potential changes to tax laws at a virtual meeting of the Community Foundation’s Professional Advisors Council. William Snyder, James B. Davis, Marianela Collado and Adam Scott Goldberg discussed highlights from this year’s Heckerling Institute.

Exclusive opportunities to hear from wealth and estate planning experts is one of the benefits of joining the council, which includes an elite group of attorneys, accountants and financial advisors who have referred clients who create charitable Funds at the Community Foundation.

‘ANGUISH IN THE AFTERMATH’ EXHIBITION CONTINUES The powerful “Anguish in the Aftermath” exhibition, featuring survivors’ stories from the 2018 mass shooting at Marjory Stoneman Douglas High School, is going on the road again – this time taking its lessons about healing to college students in Texas. With support from the Community Foundation, this emotional and impactful exhibition debuted in 2019 at the Coral Springs Museum of Art as a mix of portraits and audio recordings of students, teachers and others affected by the mass shooting in Parkland. In 2020, a traveling version went on display at the Florida State Capitol Building and in November an updated version will be featured at Texas A&M University’s San Antonio campus.

PANDEMIC “THANK YOU” LUNCHES FOR HEALTH CARE WORKERS

GUY HARVEY VISITS COMMUNITY FOUNDATION The one and only Guy Harvey paid a visit to the Community Foundation!

You can see Guy Harvey’s incredible ocean and marine life artwork everywhere – from t-shirts to building-sized murals. During his visit to the Community Foundation, Guy Harvey, Community Foundation President/CEO Jennifer O’Flannery Anderson (shown third and fourth from left) and members of their talented teams talked about ways the Community Foundation could help the Guy Harvey Ocean Foundation bring more environmental initiatives to life in Broward.

18 Community Matters | Fall 2021

We can’t say “thank you” enough to the dedicated, front-line heroes all across Broward who are helping our community bounce back better than ever from the pandemic. To remind them of our deep admiration, the Community Foundation has provided lunchtime treats to help health care workers refuel for their important duties.

A conversation between Holy Cross Health President/CEO Mark Doyle and Community Foundation President/ CEO Jennifer O’Flannery Anderson sparked the idea for providing free meals for health care workers as a way to say “thank you.”

FORMER BOARD CHAIRS SHARE INSIGHTS We had the pleasure of hosting several past Community Foundation Board Chairs at a luncheon where they shared fond memories, learned about our latest efforts and offered their insights into the development of our updated strategic plan. Wil Greaton, Richard Berkowitz, Christy Lambertus, Rey Leightman, Carlos Reyes and Jim LaBate (shown left to right) were among those who gathered this summer at the Foundation office for one of our first in-person events since vaccinations have enabled more face-to-face get-togethers.

ACCREDITATION RENEWAL BOLSTERS COMMITMENT TO EXCELLENCE The Community Foundation is proud to share that our recent accreditation renewal reinforces our commitment to accountability and excellence. More than two decades ago, we became the first community foundation in Florida to earn accreditation by the National Standards for U.S. Community Foundations. This year, we once again completed the rigorous accreditation process, showing our commitment to go above and beyond to demonstrate accountability and excellence.

To make it happen, the Community Foundation has collaborated with Offerdahl’s Hand-Off Foundation – headed by Miami Dolphins great and former Community Foundation Board Member John Offerdahl (shown on the right) – to provide delicious food from Offerdahl’s restaurants to hospitals, health clinics and other critical health care facilities. Also, a Community Foundation “friend” who wishes to remain anonymous has provided generous support to help make these lunch deliveries possible.

Already, this show of gratitude has resulted in more than 2,600 meals for pandemic heroes all across Broward.

NEW MURALS HELP EMPOWER BROWARD GIRLS Inspiring messages of encouragement are enlivening the walls and outdoor spaces at the Pace Center for Girls Broward. The Believing in Girls Empowerment Project is transforming Pace’s Wilton Manors facility with artwork that furthers its mission to shape a brighter future for local girls. The Kiwanis Club of Fort Lauderdale Charitable Fund at the Community Foundation sponsored the “I am…” mural.

James and Cathy Donnelly’s company the Castle Group sponsored a mural entitled “Dream Big.” cfbroward.org 19

FAMILY PHILANTHROPY Hadley and Delaney Robertson Help Kids Face Scoliosis F

ifteen-year-old twin sisters Hadley and Delaney Robertson found an innovative way to turn a big obstacle into a life-changing opportunity for people, like them, who deal with scoliosis.

Both were diagnosed with scoliosis at age 12. Hadley’s more severe spinal curvature required her to wear a back brace for 18 hours a day total. Keeping track of how long Hadley had worn her brace in between breaks, as well as factoring in “banked time” from extra wear on previous days, proved tricky.

The girls, who live in Fort Lauderdale, turned to their smartphones to look for a solution that could help Hadley. And when they couldn’t find an app that tracked brace wear, they decided to create their own.

“

I have never met young people who understand philanthropy in such a sophisticated way. Their instinct to give back is so refreshing.”

- Amanda Kah Community Foundation Charitable Fund Manager

20 Community Matters | Fall 2021

with an app they ren face scoliosis need. ild ch lp he on rts y Robe ildren in Hadley and Delanepports buying back braces for ch fundraising that su

After researching the possibilities and collaborating with an app developer, Hadley and Delany launched BraceTrack – a time tracking app that shows users how long they have worn their brace as well as how many hours they have saved and can apply to future days.

But Hadley and Delany didn’t stop there.

In addition to creating an app that makes life easier for people with scoliosis, Hadley and Delaney are also raising money to help families that struggle to afford scoliosis treatment. A scoliosis brace can cost between $3,000 and $10,000. So, Hadley and Delaney started the Brace for Impact initiative to help pay for buying scoliosis braces for those in need.

developed as well

Thanks to Hadley and Delaney’s drive and dedication, the Brace for Impact initiative has raised more than $150,000. And to put that critical support to good use in their community, the girls knew just where to turn.

Philanthropy is a family tradition for the Robertsons and through the years their family has partnered with the Community Foundation of Broward to help guide their local giving.

Hadley and Delaney, their brother, Peyton, and their parents, Shannon and Johnathan Robertson, all have charitable Funds at the Community Foundation. Grants from their Funds support Haiti relief efforts,

as

education, help for disadvantaged youth, STEM enrichment scholarships, and much, much more. Now with the creation of the Brace for Impact Fund, Hadley and Delaney are teaming with the Community Foundation to help them make the biggest impact possible for children facing scoliosis.

The Community Foundation shepherds their charitable Fund – handling tax reporting and other financial duties – and helps guide their grantmaking. This year, their Charitable Fund Manager at the Community Foundation, Amanda Kah, has helped them create scoliosis support partnerships with the Children’s Diagnostic & Treatment Center, Joe DiMaggio Children’s Hospital Foundation, Nicklaus Children’s Health System, and Shriners Hospitals for Children.

“The very same week we first described the initiative to Ms. Kah at the Community Foundation, she connected us to the Children’s Diagnostic

& Treatment Center and Joe DiMaggio Children’s Hospital, both of which ultimately partnered with Brace for Impact,” Delaney Robertson said. “We are so grateful to the Community Foundation for connecting Brace for Impact with organizations treating scoliosis patients in our community.”

“The involvement of the Community Foundation added instant credibility to the idea and their connections allowed Brace For Impact to grow much faster than otherwise would have been possible,” Hadley Robertson said.

The grants from Hadley and Delaney’s Fund enable more children to get the scoliosis treatment they need. And while Hadley no longer needs to wear a brace, she and her sister remain dedicated to helping make life better for children facing scoliosis.

Mail donations to: Brace For Impact Initiative c/o Community Foundation of Broward 910 East Las Olas Blvd.

Suite 200 Fort Lauderdale, FL 33301

“I have never met young people who understand philanthropy in such a sophisticated way.

Their instinct to give back is so refreshing,” Amanda Kah said.

“The Community Foundation is proud to be their philanthropy partner.”

“

We are so grateful to the Community Foundation for connecting Brace for Impact with organizations treating scoliosis patients in our community.”

-Delaney Robertson Philanthropist

Delaney and Hadley Robertson (center) present a check to support scoliosis treatment at the Children’s Diagnostic & Treatment Center in Fort Lauderdale.

cfbroward.org 21

BE A LEADER. BE PART OF THE SOLUTION. FOR BROWARD. BE BOLD.

Broward’s needs are growing and Cathy and James Donnelly have chosen to “be part of the solution.” They have stepped up and joined Broward’s visionary philanthropists in support of the BE BOLD Leadership Campaign - because they want to have impact. The Foundation’s team of philanthropic experts helped them create the endowed Cathy and James Donnelly Charitable Fund, which provides permanent resources to tackle food insecurity, mental health and other issues that matter most to them. They now have peace of mind knowing that every dollar they give will BOLDLY support, shape and strengthen the community they love, forever.

Underwriting support generously provided by:

NORTHERN TRUST and CASTLE GROUP

Visit the website to learn more

CFBROWARD.ORG/BE-BOLD

22 Community Matters | Fall 2021

BOLD COLLABORATION United Way and Community Foundation team up to help nonprofits

An exciting new collaboration between the Community Foundation of Broward and United Way of Broward County will enable more nonprofits to sustain and grow their vital missions – during times of crisis and beyond.

Nonprofits have been on the front lines of helping our community bounce back from the pandemic, even as an economic slump decreased their donations and safety restrictions diminished their pool of volunteers.

As a result, in addition to providing emergency aid to nonprofits during the pandemic, the Community Foundation launched a new effort to strengthen nonprofits through “resiliency training.” This innovative training helps nonprofits develop strategies to face the longterm repercussions of this crisis and take on whatever challenges emerge in the future.

Now the United Way has generously agreed to match the Community Foundation’s investment in this growing program, so that more nonprofits can learn how to become resilient.

“The Community Foundation and United Way of Broward County teaming up to strengthen Broward’s nonprofit resilience is collaboration at its best,” said Sheri Brown Grosvenor, Community Foundation Vice President of Community Impact. “We can all accomplish so much more when we work together in service to our community.”

The resiliency program features informative sessions with a hands-on team of experts from Risk Alternatives, Inc. as well as coaches from Executive Service Corp South Florida who

“The Community

collaboratively provide training. Through the program, nonprofit participants create their own resiliency plans to guide them through good times and bad.

Foundation and United Way of

And that’s not all. After crafting their resiliency plans, nonprofits can apply for grants to support implementing these new strategies by investing in infrastructure, technology or other necessary improvements.

The resiliency program started with more than 80 participants representing dozens of Broward nonprofits attending a training session held online via webcast.

In the months ahead, the training is expanding to include dozens more organizations such as the Jack & Jill Center, Women in Distress of Broward County, Junior Achievement of South Florida, the Pace Center for Girls, the YMCA and many more.

Broward County teaming up to strengthen Broward’s nonprofit resilience is collaboration at its best.”

- Sheri Brown Grosvenor Community Foundation Vice President of Community Impact

Thanks to this dynamic collaboration between the Community Foundation and United Way, more of Broward’s critical nonprofits will create strategies to become resilient so they can always be there to help our community.

Linda Lenrow Lopez and Ted Bilich of Risk Alternatives lead a resilience training session for nonprofits.

cfbroward.org 23

Non-Profit U.S. Postage PAID Permit #1307 Fort Lauderdale, FL

910 East Las Olas Boulevard, Suite 200 Fort Lauderdale | Florida | 33301

489 charitable Funds $269 million in assets u 37 years of experience u $145 million in community grants u Ranked in top 100 community foundations u u

BE A LEADER. MAKE A DIFFERENCE. FOR BROWARD. BE BOLD. Steve Hudson says, “Lasting change happens when people who care about their community choose to make a difference.”

That’s why Steve and the Hudson family joined the BE BOLD Leadership Campaign.

With a gift from their family foundation, they established the endowed Hudson Family Fund at the Community Foundation of Broward to amplify

their impact and create permanent resources for Broward.

“The Community Foundation makes philanthropy easy and fulfilling,” Steve said. “They have opened our eyes to new ways to make a lasting impact for the community we love.”

Underwriting support generously provided by:

NORTHERN TRUST and CASTLE GROUP

Visit the website to learn more

CFBROWARD.ORG/BE-BOLD 24 Community Matters | Fall 2021

THE HUDSON FAMILY FUND