Community Foundation of Broward - 2024 Report to the Community

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2024 REPORT TO THE COMMUNITY

CEY ADAMS

Visionary artist Cey Adams created the “Love” image featured on the front of this report. We are collaborating with Cey and Business for the Arts Broward for a “Lead with Love” mural project that will spread a message of love and unity across our community. Learn more about Cey and the new mural project on page 44.

Thank you to the sponsors who help make this publication possible: Bessemer Trust | The Harry T. Mangurian, Jr. Foundation, Inc.

Love is the Community Foundation of Broward’s driving force. Love for the people of our vibrant, diverse community. Love for philanthropy that transforms lives and makes this an even better place to call home. It’s a love shared by donors, nonprofits, professional advisors and others who partner with us to tackle big challenges and invest in opportunities to create lasting impact.

Thanks to this shared love of community, we set another annual grantmaking record during our 2024 fiscal year. The Community Foundation provided $20 million to support student achievement, the arts, health care, seniors, career readiness, environmental resilience, equity and social justice, empowering nonprofits and much more. We also fostered collaborations that provide support for the LGBTQ community, champion “health hubs” in underserved neighborhoods and are creating “Love” murals – by renowned artist Cey Adams – that will beautify and inspire nine communities across Broward.

In addition, during 2024 we commemorated our 40th anniversary with special “40 for 40: Spread the Love Grants” – awarding $400,000 total for 40 special projects to feed people in need, provide health care screenings, expand access to the arts, jumpstart environmental cleanups, help seniors and do even more to make life better in Broward.

All of this is made possible by the Fundholders and Legacy Society members who partner with us to create a BOLD impact for the community we love.

Now as we launch into a new year, we are unveiling a new slogan –“Lead with Love” – to guide our mission and inspire more people to join us. Together, our love for Broward can shape a brighter future for generations to come.

IMPACT AT A GLANCE

$20 million in fiscal year 2024 grants

New annual grantmaking record

Produced 1,275 individual grants

571 charitable funds created by dedicated philanthropists and shepherded by the Community Foundation

60 Community Builders

– philanthropists who partner with us to create endowed funds of $1M or more

$53 million total new gifts and planned gifts/estate gift commitments to the Community Foundation in fiscal year 2024

175 Legacy Society Members

– philanthropists who include a gift to the Community Foundation in their will/estate plan

$463 million Legacy Society promises – total amount of estate gifts committed to the Community Foundation

$300 million total assets – our grantmaking muscle – managed by the Community Foundation and made possible by our generous Fundholders

$195 million total granted from Community Foundation charitable funds since our founding in 1984.

We are among the nation’s Top 100 community foundations

FOCUS AREAS

We focus our grantmaking and leadership on six critical areas essential to empowering our community to reach its full potential.

Education & Youth Enrichment

$2 million in fiscal year 2024 grants

Help Broward’s youth gain critical skills to shape their lives and future careers.

2024 HIGHLIGHTS

2,600+ students access Science, Technology, Engineering, Arts & Math programs

EXAMPLES OF IMPACT

500+ students benefit from social-emotional learning

400+ students find part-time jobs, explore career paths

PROPEL: Support for 60 elementary and middle school students – many learning English as a second language – to participate in a literacy immersion program that helps increase reading and grammar comprehension.

Pace Center for Girls: Support for 150 girls at risk of falling behind in school to explore career opportunities, build job skills and secure an internship or jobshadowing opportunity.

Crockett Foundation: Support for after-school programs, summer programs and student trips that in 2024 helped nearly 200 students earn scholarships, improve their grades, learn new skills or gain exposure to careers in science, technology, engineering and math.

“The Community Foundation has been such a blessing to our kids,” Crockett Foundation Co-Founder Henri Crockett said.

Arts & Culture

$3.8 million in fiscal year 2024 grants

Expand the arts and increase exposure to cultural experiences throughout our community.

EXAMPLES OF IMPACT

Brazilian Voices: Support for 70 live musical performances at assisted living and other medical facilities where more than 7,000 patients and caregivers can experience the “Expanding Wellness Through Music” program.

NSU Art Museum Fort Lauderdale: Support for children’s art education programs, an exhibit featuring emerging South Florida artists, arts outreach efforts and more.

Island SPACE

Caribbean heritage museum: Support for art and cultural exhibitions, attended by more than 1,000 guests, delving into folklore, faith, music and more.

2024 HIGHLIGHTS

50,000+ people engage in arts & culture activities

700+ exhibits, performances & more

11 multi-year grants for ongoing initiatives

“In keeping with the idea of ‘all the arts for all the people,’ we feel very strongly that the museum should be accessible. And thankfully we do have supporters that believe in the same idea, starting with the Community Foundation of Broward,” said Bonnie Clearwater, Director and Chief Curator of the NSU Art Museum

Social & Economic Mobility

$1.9 million in fiscal year 2024 grants

Empower hardworking residents to move to financial stability and break the cycle of poverty.

EXAMPLES OF IMPACT

300+ families achieve financial self-sufficiency

200+ young adults gain employment skills & job placement

90% of grants help households struggling to afford food, housing, health care, etc.

Arc Broward: Support for more than 150 adults with developmental disabilities or facing other life challenges to take classes where they learn financial literacy, gain career skills and get help with job searches and employment matches.

Soles4Souls: Support that provides new shoes for 750 Broward youth experiencing homelessness, in partnership with Broward County Public Schools’ HEART Program and Rita Case, President and CEO of Rick Case Automotive Group.

Habitat for Humanity of Broward: Support to help 60 families in Coral Springs achieve homeownership through construction of new, affordably priced townhomes.

“The reputation of the Community Foundation and having the support of the Community Foundation brought on other donors, brought on additional support. It was incredible,” said Kim Vasser, Arc Broward’s Chief Advancement Officer.

Healthy & Thriving Communities

$2.2 million in fiscal year 2024 grants

Improve health equity and well-being across Broward. Champion environmental resiliency.

EXAMPLES OF IMPACT

Tomorrow’s Rainbow: Support for 650 children and their families to receive free grief counseling through equine-assisted therapy and traumafocused cognitive behavioral therapy.

South Florida Institute on Aging: Support for 300 Broward seniors to overcome social isolation and improve their well-being with help from trained volunteers who provide companionship and foster connections that improve their quality of life.

Health and Resource Hubs: Support for mobile food pantries, health screenings, school supply giveaways and much more in four “Health and Resource Hubs” located in South Broward, Lauderhill, Deerfield Beach and Pompano Beach. The hubs are Community Foundation-led collaborations with nonprofits, businesses, local governments, faith-based organizations and residents striving to overcome health inequities and make healthy living resources more readily available.

2024 HIGHLIGHTS

1,500+ people receive mental health services

1,000+ people gain access to healthy food

1,000+ students and families receive school supplies, groceries & health screenings

“It’s phenomenal to watch it grow to where it has been able to contribute so much to the community,” said Nattaliah Earle, of the Dania Beach PATCH, which is part of the South Broward Community Health Hub. “Without the partnership, we wouldn’t be able to continue to have the vision expanded beyond Dania Beach.”

Strong Nonprofit Community

Broward Center for Nonprofit Excellence

$400,000+ in fiscal year 2024 support for nonprofit trainings, technical support and other resources.

The Community Foundation has long served as a go-to resource to help sustain and strengthen Broward nonprofits. Through the years, our training programs and professional development initiatives have helped nonprofits improve their fundraising, broaden their leadership ranks and expand community services that touch lives across Broward.

In 2022, we launched the Broward Center for Nonprofit Excellence to take our support for nonprofits to new heights. The Nonprofit Center provides new training and other critical resources to help nonprofit professionals and volunteers build skills and gain tools to amplify their organizations’ impact.

Lead by Director Cathy Brown, the Nonprofit Center:

• Provides training and other continuing education – online and at sessions hosted by the Community Foundation

• Supports nonprofit capacity building and core mission work

• Features a website with easy-touse online tools and information

• Fosters collaborations, mentoring and connections that lead to better community outcomes

In addition, the Nonprofit Center collaborates with The Fund Raising School at the Lilly Family School of Philanthropy to host certification classes at the Community Foundation. And the Nonprofit Center teams up with Resilia and MindEdge to help more Broward nonprofits participate in online education opportunities.

During our 2024 fiscal year, the Nonprofit Center served more than

2,400 in-person participants with classes, coaching and other resources to strengthen nonprofits’ role in our community.

More than 8,100 Nonprofit Center website visitors tried online training, explored our directories of local nonprofits and consultants, and tapped into our “Resource Library” that includes helpful publications, podcasts, templates and additional tools.

(Photo on left) Nonprofit Center Director Cathy Brown congratulates Shedly Casseus for completing a training program. (Top photo) Cathy leads a training session.

Future plans for the Nonprofit Center include launching a CEO/Executive Director certification program, collaborations to help nonprofits attract diverse and engaged Board members, expanded online and in-person training sessions and much more.

Thanks to a growing endowment – made possible by visionary philanthropists who invest in strengthening Broward’s nonprofit community – the Nonprofit Center’s impact will continue for generations to come.

“It’s helping us continue to move forward and make sure that we are not behind the game,” Denise Athis, of the Jack & Jill Center, said about training and peer-to-peer learning activities available at the Nonprofit Center. “I would like to applaud the Community Foundation for providing this platform for us.”

2024 HIGHLIGHTS

IMPACT IN ACTION Empowering Nonprofits

2,415 Nonprofit Center in-person participants

37 classes provided through the Nonprofit Center

8,125 Nonprofit Center website users

884 nonprofits helped by Nonprofit Center services

A decade ago, Felipe Pinzon honed his leadership skills in a year-long training program for nonprofit professionals, provided at the Community Foundation of Broward. Eight years later, in 2022, he was appointed President/CEO of Hispanic Unity of Florida, a role in which he continues to champion the values and skills fostered by the Foundation.

In 2024, Felipe returned to the Community Foundation to share how its support continues to uplift nonprofit organizations like the one he leads. In addition to Hispanic Unity of Florida receiving more than $670,000 in Community Foundation grants through the years to help people in need become self-sufficient, members of Felipe’s team are also building skills and gaining tools through lessons learned at the Nonprofit Center.

“Every time I walk into this room, I get so emotional,” Felipe told Community Foundation Board Members at their February meeting. “I really want to thank the Community Foundation for the support over the years. … You are making a profound difference in the lives of those we serve.”

Racial Justice, Equity, Diversity and Inclusion

$300,000+ in fiscal year 2024 support for convenings, exhibits and other outreach efforts to champion REDI.

To “Lead with Love” requires striving for Broward to be a place where all residents feel welcome and have a real opportunity to achieve success. Too often, the community we love falls short of that standard. We know philanthropy can do more to help achieve long-overdue change.

Support for Racial Justice, Equity, Diversity & Inclusion is one of the focus areas where we target our leadership and grantmaking to empower our community to reach its full potential.

This critical focus area, which we call REDI, provides support for scholarships, arts projects that champion social justice, “No Place for Hate” student programs, training to help local leaders avoid implicit bias, programs to make Broward institutions more inclusive, outreach to overcome health inequities in underserved neighborhoods and much more.

REDI factors into everything from the Community Foundation’s internal operations to our grantmaking and community collaborations. These pages feature a few examples of how the Community Foundation, through REDI, champions systemic, sustainable and scalable change.

2024 HIGHLIGHTS

LGBTQ Collaboration: Our grantmaking collaboration with The Our Fund Foundation provided $300,000 during 2024 for 10 initiatives to tackle discrimination and disparities faced by the LGBTQ community. This was the third year of a collaboration that has produced nearly $1 million to support education, youth mentoring, museum exhibits, advocacy, outreach and more.

Health & Resource Hubs: To overcome health inequities, we team up with nonprofits, businesses, residents and more to create “Health and Resource Hubs.” By fostering collaboration and providing $350,000+ in initial support, we are bringing more food pantries, health services, student support and more to South Broward, Lauderhill, Deerfield Beach and Pompano Beach.

Diverse Leadership: One of the most diverse Board executive teams in our 40-year history led the Foundation during 2024. People of color held four of the six posts, including Juliet Murphy Roulhac, the first Black woman to serve as Chair. Her team included Mona Pittenger, Vice Chair; Jonathan Allen, Secretary; Bertha Henry, Treasurer; Burnadette Norris-Weeks, At-large and Eric Vainder, At-large.

Inclusion

LGBTQ Advocacy Through Arts: Our $150,000, two-year grant for the Gay Men’s Chorus of South Florida supports concerts and community engagement events that attract more than 20,000 attendees to hear a message of acceptance and overcoming hate, spread through the power of song.

Goundbreaking Documentary:

As criticism of Haitian immigrants became an issue in the presidential campaign, a compelling documentary was released about the barriers to social mobility Haitians face in South Florida. The short film, produced with support from the Community Foundation, shed new light on how more civic engagement and economic development support could remove barriers to success.

Civil Rights Exhibit: We partnered with Old Dillard Museum and the T.J. Reddick Bar Association to present the “Brown to Broward” exhibit, marking the 70th anniversary of the Brown v. Board of Education Supreme Court case declaring public school segregation unconstitutional. The exhibit featured local attorney W. George Allen’s role in desegregating schools.

Celebrating Black Philanthropy: We teamed up with the Urban League and the Children’s Services Council to hold a Black Philanthropy Month reception in August. This celebration of the Black community’s tradition of giving back is an example of our commitment to engaging and partnering with Black philanthropists to help them create lasting impact.

Empowering Women of Color: Community Foundation support for the Women of Color Empowerment Institute’s Professional Mentorship Leadership Program helps up-and-coming professionals learn from experienced community leaders who share insights about overcoming hurdles, building support networks and achieving success. This invaluable community organization was founded by Foundation Board Member Burnadette Norris-Weeks.

“Embracing and learning from our differences is not just the right thing to do, it’s essential for innovation, creativity and building a truly inclusive and equitable society. We applaud The Community Foundation of Broward’s continued investment in programs and policies that foster a sense of belonging for all.” – Germaine Smith-Baugh, Ed.D., President and CEO of the Urban League of Broward County

Additional Grantmaking

$3.7 million in fiscal year

Support beyond our Focus Areas

2024 grants

In addition to our Focus Areas grantmaking, we also partner with philanthropists who enlist our expertise to make a lasting impact for other important local causes and organizations.

And for philanthropists who want to make an impact beyond Broward, we partner with them to create

charitable funds at the Community Foundation that support their favorite nonprofit organizations across the country and around the world.

Support for animal welfare, scientific research, scholarships as well as organizations outside of Broward are examples of how grantmaking from charitable funds created in partnership with the Community Foundation transforms lives and shapes a brighter future – in our community and beyond.

2024 HIGHLIGHTS

Animal Welfare

The character of our community is reflected in the way we treat our animals. Since our founding in 1984, the Community Foundation has partnered with fundholders who share that passion to support animal rescue, medical care, food, adoptions, habitat preservation and much more. For example, during 2024 our grantmaking support provided: 51 horses relief and sanctuary at the F.R.I.E.N.D.S. Horse Rescue & Sanctuary; 35+ dogs medical treatment, shelter and placement in new homes through The Pet Project and Everglades Angels Dog Rescue; and 330+ cats dental cleanings, diabetic treatment and spay/neutering services.

Cancer Research

Three innovative local research projects are raising new hope for cancer-fighting success thanks to nearly $1 million in Community Foundation support spread over three years. Scientists and researchers working on projects led by Broward Health, Florida International University and Memorial Foundation are developing unique approaches to screen and connect a diverse group of patients to the best treatments or clinical trials to improve their chances of becoming cancer free. The goal is to make lifesaving treatments more readily available and close to home for all Broward cancer patients.

Scholarships

The Community Foundation partners with fundholders to offer scholarships that help students of all ages overcome financial barriers to higher education. During 2024, students received more than 80 Community Foundation scholarships totaling $203,000 to help them attend universities and career training opportunities in Florida and beyond. Scholarships range from $1,000 to $5,000 per year and are renewable for four years of higher education. That includes support from two endowed scholarship funds created by brothers Jonathan and Timothy Allen to honor their father, Broward civil rights trailblazer W. George Allen, and his wife, Enid.

Beyond Broward

Whether it’s finding trustworthy donation opportunities after far-away natural disasters or creating endowments to support fundholders’ out-of-state alma maters, the Foundation’s grantmaking reaches anywhere our fundholders want to make a lasting difference. For example, Mary N. Porter’s $43 million estate gift to the Foundation –our largest ever – transforms our community with endowed support for the arts, affordable housing, families in need, mental health and much more. Mary (shown above) also partnered with us to ensure endowed support for the YMCA Pottstown and the First Presbyterian Pottstown in her beloved Pennsylvania hometown.

40 YEARS BOLD

Forty years ago, a few charitably minded Broward County residents decided to team up to do more for the community they loved. Their simple idea – that together they could create greater impact than going it alone – launched what would become the Community Foundation of Broward.

Since the Community Foundation began in 1984, hundreds of individuals, families and organizations have partnered with us to be more strategic and impactful with their giving. Through partnerships with these dedicated philanthropists as well as collaborations with nonprofits and professional advisors, the Community Foundation serves as a powerful force for good – transforming lives and making the community we love an even better place to call home.

Thanks to the power of endowment, the important work of the Community Foundation will continue for generations to come.

These pages feature a few examples of how, throughout 2024, we have showcased the Community Foundation’s 40 years of BOLD impact.

One of the first organizational meetings for what would become the Community Foundation of Broward included (shown left to right) Leonard Robbins, Co-Founder Jack Deinhardt, Jim Blosser, William Gundlach, Stewart Kester and Co-Founder Libby Deinhardt.

Magazine Highlights 40th Anniversary Website Showcases 40 Years of Milestones

A special 40th Anniversary edition of our Community Matters magazine explores the history, impact and enduring promise of the Community Foundation. Through pictures and stories you will learn more about our founders, the Foundation’s key milestones and how collaborating with philanthropists, nonprofits and professional advisors makes our 40 years of BOLD impact possible. See the 40th anniversary magazine

Visit our website to see photos, videos and stories we have been sharing throughout 2024 to illustrate how we became the thriving, innovative Community Foundation you know today. You can even test your Community Foundation knowledge with our fun online quiz that’s sure to trigger fond memories and teach you a thing or two about the Foundation.

Visit the 40th anniversary webpage

Events Celebrate 40 Years of Partnerships

Our Legacy Society Luncheon, Community Builder Celebration and other events throughout 2024 featured moments highlighting the people through the years who helped us become the Community Foundation you know today. For example, our annual Former Board Members Luncheon featured a presentation about “three big things” that made it possible for the Community Foundation to succeed.

See the “Three Big Things” video

40th Anniversary Grants ‘Spread the Love’

We awarded special “40 for 40: Spread the Love Grants” – $400,000 total to help 40 nonprofits make a BOLD impact for Broward. The new grants – up to $10,000 each – support 40 impactful opportunities for nonprofits to make life better in Broward. Our support for these anniversarythemed projects help 40 families struggling with food insecurity get groceries, 40 students participate in art therapy, 40 seniors overcome technology challenges, and much more!

See the 40th anniversary grant recipients

‘BOLD’ Results

During 2024, we celebrated a fantastic finish to our BE BOLD Leadership Campaign, which over seven years raised $415 million in new gifts and planned gifts!

We launched this ambitious campaign to build endowment and grow philanthropic resources to tackle our fast-growing community’s needs for generations to come. Philanthropists joined the “BE BOLD” movement by adding to or creating charitable funds at the Foundation, or by committing to estate gifts that will fuel endowed support for the community they love.

We are overwhelmed by the success of the campaign, which has helped us grow to 571 charitable funds, add more than 50 planned gifts and reach 60 Community Builders – visionaries who partner with us to create endowed funds of $1 million or more. These BOLD investments in Broward’s future will generate millions in grantmaking support each year for education, the arts, economic mobility, social justice, the environment, seniors in need and much more.

Thank you to everyone who partners with us to “BE BOLD” for the community we love!

Creating an endowed charitable fund at the Community Foundation ensures permanent, sustainable support for the causes and nonprofit organizations that matter to you.

Our expert team carefully invests your gift over time. The earnings enable your fund to grow and produce grants that

Grantmaking Grows ENDOWMENT

will support your charitable priorities for generations to come. We shepherd your fund through the years, ensuring that grants from your fund are always used as intended.

Through the power of endowment, your legacy of impact never ends.

IMPACT IN ACTION Enduring Legacy

Randy and Larry Cotter used the power of endowment to celebrate their sister’s memory and ensure her legacy of helping others would never end.

Elizabeth Cotter, who succumbed to cancer at just 49 years old, was a teacher and accomplished equestrian who had a passion for helping young people and animals. To celebrate her life, Randy and Larry partnered with the Community Foundation to create The Elizabeth Cotter Memorial Fund

In 50 years, your endowed fund has produced more than $283,200 in grants and your fund balance reaches $128,323 – and keeps growing!

In 15 years, your endowed fund has produced more than $77,600 in grants and your fund balance is $107,768

After one year, your endowed fund produces $5,000 in grants and your fund balance is $100,500

Year after year, the Foundation’s expert team safeguards Elizabeth’s memorial fund and identifies grantmaking opportunities for the endowment to make a lasting difference. Already, the endowed fund has provided more than $500,000 in support for people facing cancer, families in need, young people leaving foster care, scholarships, equine-assisted therapy, animal rescue and much more. Thanks to the power of endowment, grants in Elizabeth’s name will continue to make lives better for generations to come.

Now, after Larry’s recent passing, Randy is creating a new endowment to honor his brother and ensure that – just like Elizabeth’s fund – grants in Larry’s name will help carry on the family’s charitable impact forever.

FUNDHOLDERS

Community Foundation “Fundholders” are individuals, families and organizations in Broward who partner with us to be more strategic and impactful with their giving. We make it easier for our fundholders to make the most of their philanthropy.

By creating a charitable fund at the Foundation, our fundholders fuel support for their charitable passions, enlist our expertise to find innovative ways to make a lasting difference and amplify their impact through our ability to pool resources.

Together, we champion philanthropy that transforms lives and shapes a brighter future for the community we love.

(Top row, left to right) Leila Fried, Margie Fried & Trevor Fried; Mona Pittenger; Nancy Lynn Brown & Joe Cox. (Bottom row, left to right) Kurt Zimmerman & Patty Hooley Zimmerman; Ed Hashek; Adrelia Allen and Jonathan Allen.

Your Philanthropy Partner

Expert guidance: Our team identifies innovative opportunities to accomplish your charitable goals.

Personalized charitable fund: Your fund is named by you and fuels support – in your name or anonymously – for your charitable priorities.

Amplify your impact: Our ability to pool resources amplifies your impact for causes and organizations that matter to you.

Peace of mind: We safeguard your fund, help it grow through careful investment and ensure grants made possible by your fund are used as intended.

The power of endowment: Your legacy of community impact lasts forever when you partner with us to create an endowed charitable fund.

“When we decided to establish an endowed fund, there was never a question in my mind as to where to put it. The Community Foundation is the perfect spot. I know that the fund will be safe. I know it will be used for its intended purposes. And most importantly, I know it will be there long after we’re gone.”

– Former Board Member, Steve Halmos, who along with his wife Madelaine, is a Foundation Community Builder and a Founding Benefactor of the Foundation.

IMPACT IN ACTION Stronger Together

Albert and Beatriz Miniaci share a passion for giving back and getting involved to support the community they love. They have long focused their support on smaller nonprofit organizations that provide a “hand up” to children in need, people with disabilities and other underserved populations.

After years of going it alone with their philanthropy, Albert and Beatriz partnered with the Community Foundation to help them create an even greater impact. Though the endowed Albert and Beatriz Miniaci Family Fund at the Foundation, they ensure sustainable, permanent support for organizations and causes that matter to them. Also, our expert team helps Albert and Beatriz grow support for their charitable passions through matching-grants initiatives, supported by their fund.

In addition, Albert and Beatriz are continuing a family tradition of philanthropy through the Foundation. In 2023 they followed the lead of Albert’s mother, Rose, and became our first second-generation “Community Builders” – philanthropists with endowed funds of $1 million or more at the Foundation.

“We hope creating our endowed fund inspires others to join in and help our community achieve its full potential,” Beatriz said.

2024 CHARITABLE FUNDS

571 total charitable funds

30% Donor-Advised Funds

25% Designated Funds

16% Field of Interest Funds

14% Unrestricted Funds

8% Nonprofit Endowment Funds

7% Scholarship Funds

NEW FUNDS

36 new charitable funds created in fiscal year 2024

W. George Allen Scholarship and Community Impact Fund

ANF Charitable Fund

Beth and Scott Bakal Philanthropic Fund

Big Brothers Big Sisters of Broward County Endowment Fund

Colin W. Brown Charitable Fund

Colin W. Brown Fund

Joan and Michael Crain Scholarship Fund

Martin and Susanne Ellman Fund

The Penny England Family Fund

Fellowship Recovery Endowment Fund

Eva and James Hill Sr. and Family Community Impact Fund

The History Fort Lauderdale Endowment Fund

Ingham Family Fund

Janet and James Jordan Family Fund

Junior League Designated Fund

Flamingo Gardens Fund

Judy Joseph and Mark Greenberg Fund

Edward B. and Joan T. Knight Foundation Fund

Dale and Mark Kotler Family Fund

John S. Langer Charitable Fund

Dara and Jarett Levan Family Fund

Little Owl Fund

Catherine McCann Charitable Fund

Alfred and Rose Miniaci Family Fund

New Mount Olive Baptist Church “Be a Blessing” Fund

Sara and Cyrus Pettis Great American Family Fund

RA Raymond Family Charitable Fund

Rizzo For Love Fund

Ryan’s Bridge Endowed Fund

Deborah Sharp and Kerry Sanders Charitable Fund

Deborah Sharp and Kerry Sanders Endowment Fund

Sokolik Family Fund

Thies Family Endowment Fund

Anthony L. Watson Family Community Impact Fund

Wayne and Lucretia Weiner Fund

Dixie E. Wheeler Scholarship Fund

DEINHARDT SOCIETY

Forty years ago, Libby and Jack Deinhardt started a movement to champion local philanthropy in Broward County. They founded the Community Foundation of Broward to create an ongoing source of local leadership and philanthropic support that would help the community they loved forever.

The “Deinhardt Society” is one of the ways we honor Libby and Jack and carry on their commitment to local philanthropy. You can join our Deinhardt Society by making a gift to the Community Foundation Mission Support Fund, which helps support the Foundation’s mission and operations costs. Deinhardt Society members fuel our work to identify emerging issues, engage and connect civic leaders, strengthen nonprofits and champion solutions to big community challenges – just as Libby and Jack envisioned.

WE OFFER SPECIAL THANKS TO THESE DEINHARDT SOCIETY MEMBERS WHO CONTRIBUTED $500 OR MORE:

The Barrington Foundation, Inc.

Bessemer Trust

BNY Mellon

Castle Group

Centuric

Richard and Kristin Coker

Comcast

Jared Falek

Florman Family Foundation, Inc

Barbara Gray

The A.D. Henderson Foundation, Inc.

Holy Cross Health

Lozick Family Foundation

The Harry T. Mangurian Jr. Foundation, Inc.

Todd Masnicki

Memorial Healthcare System

New England Pension Consultants, LLC

New York Life Insurance Company, Frank Dolph

Northern Trust

Pier Sixty-Six

Join the Deinhardt Society today!

1. Scan the QR code to visit our donations webpage

James A. Ruppe Foundation

Janet Kyle Altman & Timothy

Francis Schmand Charitable Fund at Schwab Charitable

SouthState Bank

Spirit Airlines

John Templeton

UBS Financial Services

Charles L. Verner

The William R. Watts Foundation, Inc.

Zimmerman & Associates, P.A.

2. Make an online donation to the Community Foundation Mission Support Fund

COMMUNITY BUILDERS

“Community Builders” are fundholders at the Community Foundation who take their philanthropy to the next level by partnering with us to create endowed charitable funds of $1 million or more.

Community Builders transform Broward by creating sustainable sources of support to tackle big challenges, fuel innovation and champion causes important to them. We shepherd and grow their endowed funds, ensuring that our Community Builders’ grantmaking never ends.

2023 COMMUNITY BUILDER CELEBRATION

(Top photo) Board Chair Juliet Murphy Roulhac (center, in white) with 2023 Community Builder honorees (left to right) Ryan Case, Raquel Case Travaline, Rita Case, Colin Brown, Jarett Levan, Dara Levan, Margie Fried, Leila Fried, Trevor Fried, Beatriz Miniaci, Albert Miniaci with Chico, and President/CEO Jennifer O’Flannery Anderson. (Bottom row, left to right) Florida Singing Sons choir, Community Builder Andrew Wurtele and Molly Weis, and Community Builders Anita Setnor Byer and Ralph Byer.

Our Newest Community Builders

Burnadette Norris-Weeks and Aaron Weeks

The Burnadette Norris-Weeks and Aaron Weeks Foundation – an endowed charitable fund created at the Community Foundation – ensures permanent support for promoting racial justice, equity, diversity and inclusion. For generations to come, their endowed support will continue to empower women of color, make higher education more attainable and help dismantle barriers to future success.

BURNADETTE NORRIS-WEEKS AND AARON WEEKS FOUNDATION FUND

COMMUNITY FOUNDATION of BROWARD

Lesley Mitchell Jones

Guided by faith and determined to make a difference, Lesley Mitchell Jones gives back to lift up children and seniors in need. To make a real difference for generations to come, she partnered with the Community Foundation to create three endowed charitable funds: The Lesley Mitchell Jones Community Impact Fund, the Lesley Mitchell Jones Fund for the Aging and Elderly, and the Lesley Mitchell Jones Charitable Fund

LESLEY MITCHELL JONES CHARITABLE FUNDS

COMMUNITY FOUNDATION of BROWARD

Dixie E. Wheeler believed in offering a hand up to help others achieve success. As a P.E. teacher who became a vice principal, Dixie taught students how to overcome obstacles and live healthier. Her estate gift to the Community Foundation launched the endowed Dixie E. Wheeler Scholarship Fund By partnering with the Community Foundation, Dixie’s support will empower generations of students to achieve success.

DIXIE E. WHEELER SCHOLARSHIP

FUND

COMMUNITY FOUNDATION of BROWARD

Dixie E. Wheeler

JAMES C. ACHESON

James C. Acheson Fund

MARION T. AND PERCY P. ARCHIBALD

Percy P. and Marion T. Archibald Fund

SALLY AND FRANK ATLASS

Sally and Frank Atlass Charitable Fund

Nancy Lynn Brown Scholarship Fund

Setnor Byer Family Charitable Fund

RITA AND RICK CASE

Rita and Rick Case Family Fund

DONALD AND PATRICIA COLLINS

Donald R. and Patricia E. Collins Charitable Fund

RANDY AND LARRY COTTER

Elizabeth Cotter Memorial Fund

LIBBY AND JACK DEINHARDT

Libby and Jack Deinhardt Funds

THE FREDERICK A. DELUCA FOUNDATION

The Frederick A. DeLuca Foundation

BBX CAPITAL
BBX Capital Fund for the Arts
COLIN W. BROWN
Colin W. Brown Fund
NANCY LYNN BROWN
ANITA AND RALPH BYER
JAMES I. CODDINGTON, JR.
James I. Coddington, Jr. Charitable Fund
JEAN AND DAVID COLKER
Colker Cares for Seniors
CATHY AND JAMES DONNELLY
Cathy and James Donnelly Charitable Fund

LEONARD AND ANTJE FARBER

Leonard and Antje Farber Endowment Fund

DOROTHY AND HAROLD FRANKS

Dorothy and Harold D. Franks Funds

TREVOR AND MARGIE FRIED

Trevor and Margie Fried Family Charitable Fund

RICHARD FRISBY

Richard Frisby and Edward Burkhart Fund

GERTRUDE GRAY

Gertrude Gray Memorial Scholarship Fund

STEVE AND MADELAINE HALMOS

Steve and Madeline Halmos Childern’s Opportunity Fund

MARLENE HOLDER

Marlene Holder Fund for Broward

FRANCIE BISHOP GOOD AND DAVID HORVITZ

Francie Bishop Good and David Horvitz Fund for the Arts

HUDSON FAMILY FOUNDATION

Hudson Family Fund

FREDERICK W. JAQUA

Frederick W. Jaqua Fund

HARRIET AND JACK KAYE

Jack and Harriet Kaye Fund

GINNIE AND DICK KEARNS

Kearns Family Foundation Fund

STEPHEN A. KELLER

Stephen A. and Ethel L. Keller Funds

KIWANIS CLUB OF FORT LAUDERDALE

Kiwanis Club of Fort Lauderdale Funds

ELAINE AND JON KRUPNICK

Elaine and Jon Krupnick Funds

DARA AND JARETT LEVAN

Dara and Jarett Levan Funds

JUDITH ANN LINNELL

Judith Ann Linnell Foundation Fund

MARY MACKENZIE

Mary and Alex Mackenzie Community Impact Fund

JOHN H. RAU

John H. Rau Space Education Fund

LOUISE B. AND JOSEPH S. RUMBAUGH

Joseph S. and Louise B. Rumbaugh Fund

LEO AND ALICE RUTTEN

Leo M. and Alice J. Rutten Fund

Lawrence A. Sanders Funds

GLORIA AND ALVIN ROSS
Alvin and Gloria Ross Community Care Fund
LAWRENCE A. SANDERS
EVERETT H. METCALF, JR.
Everett H. Metcalf, Jr. Unrestricted Fund
ALBERT AND BEATRIZ MINIACI
Albert and Beatriz Miniaci Family Fund
ROSE MINIACI
Rose Miniaci Family Fund
JIM AND JAN MORAN
Jim and Jan Moran’s Family of Funds
PAT OWEN
Pat Owen Charitable Fund
MONA PITTENGER
Mona Pittenger Funds
MARY N. PORTER
Mary N. Porter Funds

FRANCIS A. AND ADELINE M. SINES  Francis A. and Adeline M. Sines Memorial Fund

WYATT RUST STOYKOV

Helen

Frank Stoykov Charitable Endowment Fund

ANONYMOUS (2)

Learn more about our Community Builders

ANDREW L. WURTELE  Andrew L. Wurtele Family Fund
CAROLE AND STEVE SCOTT  Scott Family Fund
BARRY AND JUDY SILVERMAN Barry and Judy Silverman Family Fund
HELEN
and
MILDRED TALKWICZ
Mildred Talkwicz Charitable Fund
JUDY AND DON THIEL Don and Judy Thiel Fund
ELAINE AND DR. ERWIN M. VASQUEZ  Elaine and Erwin M. Vasquez, M.D. Family Foundation Fund
LOUISE WEMYSS  Louise Wemyss Fund For Animal Welfare
MAY JEAN AND LOU WOLFF
Lou and May Jean Wolff Family Foundation Fund

NONPROFIT ENDOWMENT

Our Nonprofit Endowment Partners ensure permanent, sustainable support for their charitable missions by establishing a Nonprofit Endowment Fund at the Community Foundation. We shepherd and grow their funds through careful investment so, year after year, our Nonprofit Endowment Partners can count on receiving grants to fuel their important work in our community. We handle financial management duties so our Nonprofit Endowment Partners can focus on their efforts to make life better in Broward.

Community Foundation President/CEO Jennifer O’Flannery Anderson accepts a check from Business for the Arts Broward representatives – (left to right) Robyn Vegas, Jarett Levan, Gail Bulfin and Robert Taylor – for their charitable fund at the Foundation.

Bertha Henry/Delta Education and Life Development Foundation Fund

Big Brothers Big Sisters of Broward County Endowment Fund*

Bringing Kids to Boggy Business for the Arts Fund

Campaign for Change

Children’s Harbor Fund

Cooperative Feeding Program LifeNet 4 Families Endowed Funds

Cultural Endowment Program Fund for the Museum of Discovery and Science

Edee Greene/Women in Distress of Broward County, Inc. Endowment Fund

Exchange Club of Pompano Beach Charitable Foundation, Inc. Fund

Feeding South Florida Endowment Fund

Fellowship Recovery Endowment Fund*

Flamingo Gardens Fund*

FLITE Center Sustainability Fund

Fort Lauderdale Navy League Sea Cadets Fund

Fort Lauderdale Symphony Orchestra Foundation Fund

Funding Arts Broward Endowment Fund

Gold Coast Jazz Society

Henderson Mental Health Center Endowment

Holy Cross Hospital Endowment and Challenge Funds

Humane Society of Broward County Endowment Fund

J & L Morris Fund for the Benefit of Bethany Christian School

Jack and Jill Center Funds

Jessica June Children’s Cancer Fund

Jim Moran YATC Endowment Fund

Junior Achievement, Free Enterprise Fund

Junior League of Greater Fort Lauderdale, Inc.

Agency Endowment Fund

Lighthouse of Broward County, Inc. Fund

Lutheran Services of Florida - Broward County Fund

ENDOWMENT PARTNERS

Meals on Wheels South Florida Endowment Fund

Mental Health America Fund

Miriam Hood Fund for the U.S. Navy League Fort Lauderdale Council

Museum of Discovery and Science Founding Benefactor Fund

Museum of Discovery and Science Fund

National Multiple Sclerosis - South Florida Chapter Endowment

NCCJ Kresge Challenge Fund

New Mount Olive Baptist Church “Be a Blessing” Fund

North Broward Hospital District Charitable Fund

Seafarers’ House Endowment Funds

SOS Children’s Village of Florida Endowment Fund

Stranahan House Endowment Fund

The History Fort Lauderdale Endowment Fund*

The Pride Center at Equality Park Unrestricted Endowment Fund

United Cerebral Palsy of Broward County Fund

Urban League of Broward County Endowment Fund

Women in Distress of Broward County, Inc. Funds

YMCA of Broward County Endowment Fund

Your Healthcare Centers Endowed Fund for Teen Pregnancy Prevention

*New Funds

NONPROFIT COMMUNITY BUILDERS

“Nonprofit Community Builders” are visionary partners who team up with the Community Foundation to create endowed charitable funds of $1 million or more. Enlisting our endowment expertise to achieve this impressive milestone creates permanent support for their charitable missions and inspires donor trust that they will be here for generations to come. Together, we are building a brighter future for Broward.

LEGACY SOCIETY

The Legacy Society is our way to say “thank you” today to philanthropists who shape a brighter tomorrow by committing to an estate gift to the Community Foundation. Their future gifts launch endowed charitable funds that ensure permanent, sustainable support for their charitable passions. Together, we create a legacy of impact that lasts forever.

$463M planned/estate gift commitments from 175 Legacy society Members

2024 LEGACY SOCIETY LUNCHEON

We had a record turnout at our annual Legacy Society Luncheon, held this year at the Lauderdale Yacht Club. (Top row, left to right) Tamara Peacock and Patricia Shub; Martin Ellman, Susanne Ellman, Stephen Nonack; Dominick Miniaci, Pia Flutie-Davis and Jim Davis (Bottom row, left to right) Brazilian Voices vocal group; Beatriz Miniaci, and Juliet Murphy Roulhac; Lisa Crawford and Jonathan Allen.

Jonathan and Adrelia Allen

Suzanne Y. and Edward R. Allen

Tim Allen and Jonathan Allen

Jennifer O’Flannery Anderson and Peter Anderson

Jeannette Archer-Simons and Robert E. Simons

Carla and Giorgio Arra

William W. E. Ash III

Mimi Bauer

Ann M. Bederman

David Behr

Annette H. Beshar

Carolyn Davis and Ned Black

Lisa A. Bonk

Joy and Kyle Branyon

JoAnna Bratt

Richard A. Bray

Rod Breene

Colin Brown

Nancy Lynn Brown

Anita and Ralph M. Byer

Cindy Caird

Melanie M. Camp

Suzanne and John Carlson

Linda B. and R. Michael Carter

Rita Case

Barbara R. Castell

Steven Charlton

Keith and Dot Cobb

David Cohen

Carol Cooper

Joan and Michael Crain

Frank Crawford

Jan C. Crocker

Jan R. and James A. Cummings

Diane and John Dalsimer

Cathy and James Donnelly

Maggie and Jim Dunn

Susanne and Marty Ellman

Doris D. Emmett

Lorraine and Gerry Farmer

Lawrence “Larry” S. Feuer

Donna Fisher-Williams

Louis and Janine Flematti

Leo Ramos and Dave Fletcher

Ramona and James Fowler

Marilyn Francis

Trevor Fried

Leslie Gaynor

Diane and Angelo Gencarelli

Jean and Tom Giordano

Elisa R. and Barry H. Goldman

Mitchell E. Grant

Barbara T. Gray

Wilson B. and Susan Greaton

Barbara Grevior

Richard Grillo

Madelaine and Steven J. Halmos

Terry Hammond

Frank and Roberta Helsom

Ronald Herron

William Victor Higdon

Clark Hogsett

Lane and Karl Hop

Jane N. Huston

Paige and Steve Hyatt

Gregory Izak and Thomas William Meyer Jr.

Lesley Mitchell Jones

Ed Hashek and John Jors

Emerson W. Kanode

Ken Kappner

Cindy and Laurence M. Kashdin

Michael Kelly and Scott Colton

Brigitte Kimmich

Tundra M. King

Victoria C. Kirby

Donald G. and Joan F. Kohl

Dale and Mark Kotler

Walter W. Krueger

David B. Kyner

Lynn and James B. LaBate

Marcy Lambert

Christine L. and Arthur W. Lambertus

Gerald L. Laskey

Ida and Raymond H. Leightman

Robert Lichtenstein

Beth E. Linzner

Gabriele E. Magdanz

MP and James Malone

Todd H. Manning

Patricia Martinez

Virginia M. McCormick

Alex McCroson and Shawn Powell

James D. McKenzie

Jo Ann K. and Donald B. Medalie

Greg Medalie

Virginia I. and Thomas J. Miller

Daryl G. Miller

Albert and Beatriz Miniaci

Eugene C. Smith and David A. Moon

Gregory D. Unwin Moore

Jan Moran

Carolyn Morgan

Sandra Muvdi

Jacqueline Niehaus

Susan Nolan Palmer

Sarah and Scott Parker

Arlene Pecora

Mona Pittenger

Ingrid and Brian Poulin

David E. Ratcliffe

Nancy and Dave Reierson

Sally J. Robbins

Kathy A. and Larry W. Robinson

Amanda and Noah Rosenfarb

Charles L. Ross

John D. Ryan

Heidi Schaeffer

John F. Scheer

Franklin R. Schmidt

Steve and Carole Scott

Grace Dudleck Shepherd

Donald Shewmaker

Randolph J. Shine

Patricia A. Shub

Andrew and Lynn Siebert

Leslie Siegel

Fred G. Smith

Hilda Sokolowski

William C. Spencer

Kathleen Stapleton

J.R. Steele

Patricia A. Stover

John and Lisa Strader

Sandy and J. Kenneth Tate

Nancy and Bill Thies

Steven Jay Thor

Melba Urbanek

Paula Valentine

Elaine Vasquez

Charles L. Verner

Dr. Johannes Vieweg and LaDonna Calton Vieweg

Jeff Wade

David Lee Webb

Burnadette Norris-Weeks and Aaron Weeks

Kurt Zimmerman

Anonymous (29)

Learn more about gift planning and the Legacy Society

PROFESSIONAL ADVISORS COUNCIL

We collaborate with attorneys, CPAs, financial planners and other professional advisors to help them craft strategies to achieve their clients’ charitable goals and make life better in Broward. Advisors whose clients create charitable funds at the Foundation can join our Professional Advisors Council – an elite group invited to networking opportunities, continuing education sessions and special Foundation events.

New PAC members shown in blue

Scott Bakal, Esq. Greenberg Traurig

Erin Farrington Finlen, Esq. The Kelley Law Firm

Michael A. Garcia, Esq. Northwestern Mutual

Jared W. Gasman, Esq. The Law Offices of Jared W. Gasman, P.A.

Ron Holt, CFA Channing Global Advisors

Leonard Miller, CPA LerroSarbey

Holly E. Moody, Esq. Holly Eakin Moody P.A.

Romney C. Rogers, Jr. Rogers, Morris & Ziegler LLP

Debra Slater, Esq. Slater & Small, PLLC

Frank T. Adams, Esq. Dunwody White & Landon, P.A.

Louis C. Anderson, Esq. Louis C. Anderson Law Office, LLC

Peter Anderson, CFP ®, CPFA, CEPA Woodforest Wealth Strategies/Raymond James Financial Services

Adan A. Aulet, Jr., Esq. MacLean & Ema, P.A.

Kaley N. Barbera, J.D., LL.M. Snyder & Snyder, P.A.

Jeffrey A. Baskies, Esq. Katz Baskies & Wolf PLLC

Richard A. Berkowitz, JD, CPA Berkowitz Pollack Brant Advisors and Accountants

Jeffrey N. Blaze, CFP ® FDR Financial Group, Inc.

Judy B. Bonevac, Esq. Judy Barringer Bonevac, P.A.

Tanya L. Bower, Esq. Tripp Scott

Francis B. Brogan, Jr., Esq.*

Ralph M. Byer Merrill Lynch Wealth Management

Cynthia Borders-Byrd, CPA C. Borders-Byrd, CPA, LLC

John Cartledge Aurora Private Wealth

Kathleen M. Casey, Esq. Medalie & Medalie, P.A.

Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A.

Christina M. Cleveland, FA Merrill Lynch Wealth Management

Alan B. Cohn, Esq. Greenspoon Marder

Richard G. Coker, Jr., Esq. Coker & Feiner, P.A.

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

Joan K. Crain, TO J. Crain Consulting

Lisa K. Crawford, Esq. Lisa K. Crawford, Esq. PLLC

James B. Davis, Esq. Gunster

David J. Diaz, CFP ® Merrill Lynch Wealth Management

James M. Dolan, CPA

James M. Dolan, P.A.

Frank B. Dolph III Frank B. Dolph III & Associates

Ralph L. Focaracci, CPA Ralph L. Focaracci, P.A.

Trevor Fried, CFP ®, CPM, ChFC Morgan Stanley Wealth Management

John P. Friedrich, Esq.*

Jill R. Ginsberg, Esq. GinsbergShulman

Adam S. Goldberg, J.D.,LL.M,Ed.D Revis, Hervas, & Goldberg. P.A.

Deborah P. Goodall, Esq. Goldman Felcoski & Stone, P.A.

Katherine N. Guida, TO The Northern Trust Company

Marie C. Hansen, TO*

Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.

Andrew L. Jimenez, Esq. Jimenez Law Offices, P.A.

Renee E. Johnson, MBA J.P. Morgan Private Bank

Jennifer W. Jones Gunster

Robert B. Judd, Esq. Olive Judd, P.A.

Thomas O. Katz, Esq.

Katz Baskies & Wolf PLLC

Robert L. King, Esq.

Robert L. King Law Office

Robin J. King, Esq. King Law

Tracey Kinker, CPA

Tracey J. Kinker, CPA, P.A.

James B. LaBate, Jr. Lake Management, LLC.

John Lacy, CPWA

The Lacy Wealth Management Group/ Merrill Lynch

Stephen J. LaForte Fifth Third Private Bank

Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A.

Jody Leslie, Esq. Leslie & McLaughlin, LLP

Vladimira Libansky, Esq. Robert L. King Law Office

Beth E. Linzner, Esq.

Beth E. Linzner, P.A.

Jack R. Loving, Esq. Loving Scully Law Group, PLLC

Anne B. MacLean, Esq.*

Mark R. Maller Wells Fargo Advisors

Patricia Anne Martinez, MBA, LUTCF, CLTC Coastal Wealth, a Mass Mutual firm

Paul McCawley Greenberg Traurig, LLP

Donald B. Medalie, Esq.*

Greg Medalie, Esq. Medalie & Medalie, P.A. Chair, Professional Advisors Council

Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A.

Barry Mukamal, CPA, PFS, ABV, CIRA, CFE, CFF Kapila Mukamal CPAs

Cort A. Neimark, Esq.*

Raymond J. Powers Powers & Disque, CPA, P.A.

David Ratcliffe*

Carlos J. Reyes, Esq. Gray Robinson, P.A.

Jennifer J. Robinson, Esq. The Northern Trust Company

Charles D. Rubin, Esq.

Gutter Chaves Josepher

Rubin Forman Fleisher Miller, P.A.

Gregory J. Schaeffer

Morgan Stanley

Barry S. Schinder, Esq.

Barry S. Schinder, P.A.

Ilene S. Schnall J.D., LL.M.

Ilene S. Schnall, P.A.

David M. Scully, Jr., Esq. Loving Scully Law Group, PLLC

Jeffrey S. Selzer, Esq. Selzer Law

Barbara A. Shore, Esq.

Barbara Ann Shore, P.A.

Jeffrey Shover Ameriprise

Collett P. Small, Esq.,BCS Slater & Small, PLLC

William A. Snyder, Esq. Snyder & Snyder, P.A.

Karen J. Spigler, CPA, Esq. Law Firm of Karen Spigler, LLC

William F. Sullivan, Esq.*

Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger

Benjamin A. Tobias, CFP ® , CPA/PFS, CIMA*

John Torregrosa UBS Financial Services, Inc.

Emilie M. Tracy, Esq. Emilie M. Tracy, P.A.

Philip M. Verde CFP ®, CTFA Truist Wealth

Charles L. Verner UBS Financial Services, Inc

Debra Vogel*

Patricia R. Voss, Esq. Patricia R. Voss, P.A.

Misty Weinger, CPA/CFF, CVA Kofsky Weinger, P.A.

Jerome L. Wolf, Esq. Katz Baskies & Wolf PLLC

Christine Yates, Esq. Tripp Scott

Charles D. Zalakar, CTFA The Northern Trust Company

Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A. *retired

IMPACT IN ACTION Advisor Collaborations

During the Community Foundation’s early days, attorney Christy Lambertus joined Co-founder Libby Deinhardt on visits to professional advisors and local leaders to help spread the word about the new Foundation.

Early on, Christy recognized the value of creating the Community Foundation to champion local philanthropy and serve as a go-to resource for Broward’s professional advisors – with a team of philanthropy experts ready to help advisors meet the needs of their charitably minded clients.

Throughout her four decades of collaborating with the Community Foundation, Christy has helped 18 clients create charitable funds at the Foundation – more than any other member of our Professional Advisors Council. That translates to millions of dollars in endowed support for health care, education, families in need and much more.

“I have seen it from the beginning. I have confidence in it,” Christy said.

“I know that everyone’s money will be secure and that (my clients) will be happy. … I’m thrilled with everything they are doing.”

2024 BOARD OF DIRECTORS

Since our founding in 1984, more than 150 local executives, community leaders, policymakers, philanthropists and more have volunteered their time and talents to champion the power of local philanthropy. Board members guide our grantmaking, shape our leadership efforts and help us grow an endowment that ensures the Community Foundation’s impact lasts forever.

JULIET MURPHY ROULHAC, Chair Director of External Affairs for Broward and Southwest Florida for Florida Power & Light Company and Corporate Philanthropy for NextEra Energy

NORRIS-WEEKS, At-Large Partner in APNWP, PLLC, founder of the Women of Color Empowerment Institute, Inc.

K. ALLEN, Secretary

of Broward County’s Water and Wastewater Services Business Operations Division

MONA PITTENGER, Vice Chair Philanthropist, retired real estate entrepreneur
JONATHAN
Director
BERTHA HENRY, Treasurer Former Broward County Administrator
BURNADETTE
ERIC J. VAINDER, At-Large Senior Market Executive for Northern Trust
HOLLY HUDSON BODENWEBER President of the Hudson Family Foundation
TED CHRISTIE President and CEO of Spirit Airlines
AURELIO FERNANDEZ Former President and CEO for Memorial Healthcare System
RAMONA LACY FOWLER Executive advisor to health care organizations
DAVID W. HORVITZ Board Chair and CEO of South Ocean Capital Partners
SUSANNE CORNFELD HUROWITZ President of HB Capital Group, former Director of Development for the Homeless in NY

DIRECTORS

Learn more about our

IMPACT IN ACTION Board Leadership

Juliet Murphy Roulhac considers local philanthropy an investment in helping our community achieve its full potential.

That’s why she partners with the philanthropy experts at the Community Foundation to make the most of her charitable giving. And that’s why she volunteers her time to serve on the Foundation’s hands-on Board of Directors.

During her tenure, Juliet and her fellow Board members prioritized community input to craft the Foundation’s new strategic plan. The Board fostered Foundation efforts to partner with more Black philanthropists to help develop a more diverse community of philanthropy. Juliet made history by becoming the first Black woman to serve as Foundation Board Chair. And along the way, she and her fellow Board members helped the Foundation set new grantmaking records.

“When you have Board members who are engaged and feel that they are really contributing to the overall mission of the organization, I think that’s when the magic happens. That’s why I really believe that all of us feel so happy to be on this Board,” Juliet said.

Board of Directors
ALICE LUCIA JACKSON Former Senior Vice President of Jones Lang LaSalle who completed a 36-year career in commercial real estate
DARA LEVAN Author, podcaster and founder of Every Soul Has a Story
PEGGY HOGAN MARKER Partner and President of Marker Construction Group
SIGRID S. MCCAWLEY Managing Partner of Boies Schiller Flexner
GREG MEDALIE Partner at Medalie & Medalie P.A., Professional Advisors Council Chair
DEV MOTWANI President of Merrimac Ventures, Founder and Managing Partner of Chieftain Residential
BRIAN M. POULIN Principal and Co-founder of Evergreen Partners, LLC
BRETT A. ROSE CEO of United National Consumer Suppliers
JOHN TEMPLETON CEO Templeton & Company

PAST BOARD MEMBERS

Suzanne Y. Allen

W. George Allen

J. David Armstrong Jr.

Elliot B. Barnett

Richard A. Berkowitz

Francie Bishop Good

Gary E. Bitner

James J. Blosser

Nancy W. Blosser

Holly Bodenweber

Jane F. Bolin

Cynthia Borders-Byrd

Francis B. Brogan, Jr.

Anthony Brunson

Gale M. Butler

Doria M. Camaraza

Rita Case

Barbara R. Castell

Margarita T. Castellon

D. Keith Cobb

Joan K. Crain

Jan C. Crocker

Jan R. Cummings

Ward J. Curtis Jr.

James B. Davis

Shaun M. Davis

John B. Deinhardt

Elizabeth C. Deinhardt

Louise F. Dill

James Donnelly

Patricia Du Mont

Katherine M. Eggleston

Richard L. Engberg

Leonard L. Farber

Bernardo B. Fernandez Jr.

George E. Gadson

Linda L. Gill

Daniel E. Gordon

Wilson B. Greaton Jr.

Howard Greenberg

Barbara Grevior

William Gundlach

Steven J. Halmos

Edward T. Hashek

Marcell Haywood

Frank E. Helsom

Robert J. Henninger Jr.

Frederick L. Hicks

David W. Horvitz

William D. Horvitz

Walter E. Howard

Steven W. Hudson

Marti Huizenga

Edwin A. Huston

Paige Hyatt

R. Stephen Hyatt

Joseph E. Jack

Alice Lucia Jackson

Bacardi Jackson

Nona L. Jones

Janet C. Jordan

Anne K. Joyner

Robert B. Judd

Thomas O. Katz

Patricia R. Kearns

Stewart R. Kester Sr.

James B. LaBate, Jr.

Christine L. Lambertus

Michael G. Landry

Raymond H. Leightman

Armando Leighton, Jr.

Jarett S. Levan

Susie Levan

Alan J. Levy

Marsha O. Levy

Herschell Gordon Lewis

Jason Liberty

Jack R. Loving

Anne B. MacLean

Patricia L. Mahaney

Mark R. Maller

Wendy Masi

John C. McKeon

Cori Flam Meltzer

H. Kent Mergler

Virginia I. Miller

Frederick V. Miller

Joseph R. Millsaps

Albert J. Miniaci

Karen Mitchell Curran

Chris Mobley

Maj. Gen. James W. Monroe

Jan Moran

Thomas P. O’Donnell

Gordon Oliver

Thomas R. Oliveri

Stacy Ostrau

Charles L. Palmer

Arlene Pecora

David E. Ratcliffe

Carlos J. Reyes

Mary Riedel

Leonard Robbins

Sally J. Robbins

Ramon A. Rodriguez

Roy L. Rogers

Jacquelyn Rogow

Barbara Roti

John W. Ruffin Jr.

Maria T. Sanjuan

David M. Scully

Tony Segreto

William L. Shillington

Christopher L. Smith

William A. Snyder

Raymond C. Southern

George E. Sullivan

William F. Sullivan

Kim Sweers

Paul Tanner J. Kenneth Tate

Judith M. Thiel

Norman D. Tripp

Leslie C. Tworoger

Jose B. Valle

Elaine Vasquez

Douglas J. Von Allmen

John M. Walsh

Steven H. Woods

Kurt D. Zimmerman

Far Left: Former Board Members

Keith Cobb, Christy Lambertus and Carlos Reyes attend the 2024 Former Board Members Luncheon. Left: Community Foundation CFO Carol Dorko (center) and Former Board

Members (left to right) Jim LaBate, Ray Leightman and Maj. Gen. James Monroe attend the 2023 Former Board Members Luncheon.

STAFF CONTACTS

Jennifer O’Flannery Anderson President/CEO joa@cfbroward.org 954-761-9503, ext. 101

Andria Baker Manager Database & Development abaker@cfbroward.org 954-761-9503, ext. 121

Cathy Brown Director, Broward Center for Nonprofit Excellence cbrown@cfbroward.org 954-761-9503, ext. 119

Jennifer Bryan Manager, Finance and Operations jbryan@cfbroward.org 954-761-9503, ext. 104

Bethany Burkhart Coordinator, Donor Services bburkhart@cfbroward.org 954-761-9503, ext. 156

Cassandra Burrell Director, Community Impact Cburrell@cfbroward.org 954-761-9503, ext. 154

LaVonnie Byrd Coordinator Community Impact lbyrd@cfbroward.org 954-761-9503, ext. 157

Carol Dorko

Chief Financial Officer/Chief Operating Officer cdorko@cfbroward.org 954-761-9503, ext. 107

Kirk Englehardt Vice President, Marketing & Communications kenglehardt@cfbroward.org 954-761-9503, ext. 105

Sheri Brown Grosvenor

Vice President, Community Impact sbrowngrosvenor@cfbroward.org 954-761-9503, ext. 103

Latoya Jacquett Hospitality Coordinator ljacquett@cfbroward.org 954-761-9503, ext. 111

Amanda Kah Senior Director, Donor Services akah@cfbroward.org 954-761-9503, ext. 115

Ashley Kozich Manager, Marketing Communications akozich@cfbroward.org 954-761-9503, ext. 132

Yvette Echevarria Lawson Executive Assistant to CEO/Office Manager ylawson@cfbroward.org 954-761-9503, ext. 100

Jasmine Lewis-Fontus Manager, Donor Services jlewis@cfbroward.org 954-761-9503, ext. 110

Kelly Marmol Vice President, Philanthropic Services kmarmol@cfbroward.org 954-761-9503, ext. 155

Andy Reid Director, Communications areid@cfbroward.org 954-761-9503, ext. 102

Angelica Rosas Director, Community Impact arosas@cfbroward.org 954-761-9503, ext. 114

Jonathan Saldivar Data Research & Development Coordinator jsaldivar@cfbroward.org 954-761-9503, ext. 158

Rodney Sobelson Senior Director, Finance & Operations rsobelson@cfbroward.org 954-761-9503, ext. 130

Nancy Thies Executive, Philanthropic Services nthies@cfbroward.org 954-761-9503, ext. 106

Mary Margaret Toole Director, Philanthropic Services mmtoole@cfbroward.org 954-761-9503, ext. 116

Jessica Vones Director, Philanthropic Services jvones@cfbroward.org 954-761-9503, ext. 113

2024 FINANCIALS

2024 HIGHLIGHTS

$20 million total annual grants 1,275 total grants provided $53 million total new gifts/planned gift commitments

INVESTMENT RETURNS

As of June 30, 2024

FINANCIAL STEWARDSHIP

The Community Foundation is an outstanding Fiduciary with a 40-year track record of success stewarding philanthropic assets. Our expert finance staff works hand in hand with a top-notch independent investment consultant to safeguard charitable funds and grow our endowment. The Foundation’s team benefits from the guidance and oversight of our Board of Directors, an audit committee and an investment committee.

Clearly defined responsibilities, independent decision-making and separation of duties are among the ways we remain a strong and stable Fiduciary – providing peace of mind to the donors who partner with us to create the charitable funds that support their philanthropy.

The Foundation’s investment philosophy is to earn a return that allows for meaningful grants on behalf of our fundholders, while growing the principal of endowed charitable funds for increased giving power over time. Our investment objectives include:

• Grow principal of endowed funds.

• Achieve long-term returns in excess of grantmaking and the rate of inflation.

• Earn investment returns that meet or exceed performance benchmarks.

• Carefully balance risk vs return.

$285 million total assets

Investment Consultant

NEPC

Investment Committee

Dev Motwani, Chair

David Horvitz

Charlie Palmer

Joe Schwarz

John Herbst

James LaBate

Ramon Rodriguez

Joan Crain

Brian Poulin

Paul Tanner

Cynthia Borders-Byrd

Eric Vainder

Trevor Fried

Ramona Lacy Fowler

Benjamin A. Tobias

Independent Auditor

Citrin Cooperman

‘LEAD WITH LOVE’ MURALS

The Community Foundation and Business for the Arts Broward are partnering with acclaimed artist Cey Adams for the “Lead with Love” mural project – a transformative public art initiative, designed to spread a message of love and unity across Broward County.

This ambitious project, running through 2027, will ultimately create murals in nine different cities that enliven public spaces, unify the community and promote cultural engagement.

Each of Cey’s murals will serve as a cultural landmark, enhancing local character and providing a space for communal gathering and reflection. The murals are intended to be lasting symbols of love and cultural diversity that contribute to the artistic landscape of Broward and foster a deeper appreciation for art and community collaboration.

The “Lead with Love” collage, created by Cey Adams to commemorate the Community Foundation’s 40-year anniversary, hangs in the Foundation’s entryway and is featured throughout this publication.

Far left: “Lead with Love” mural on Las Olas Boulevard in Fort Lauderdale.
Left: “Lead with Love” mural at Kingsley Park in Plantation.

OUR MISSION:

To transform our community through focused leadership that fosters collaboration, builds endowment, advances equity, and connects people who care to causes that matter.

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