Page 1

Fiscal Year 2017 Annual Report

Giving with Lasting Impact Empowering Philanthropy with Knowledge & Relationships

Dear Friends, At the Delaware Community Foundation, we improve the quality of life for all Delawareans by helping generous people give with lasting impact and providing community leadership to maximize the charitable resources available.  Table of Contents Empowering Philanthropy......... 2 Engaging Communities ........ 4 Addressing Needs........ 6 Scholarships........ 8 Community Impact Grants ........ 10 Nonprofits........ 12 The Next Generation ........ 14 Fund for Women........ 15 Rodel........ 16 Youth Philanthropy Board........ 17 Friends........ 18 Legacy Giving........ 20 Financials & Investments........ 24 Board & Committees........ 26 Delaware Forever Fund........ 28

As it has been for the past 30 years, our core strategy is to empower philanthropy, by helping caring people build endowed charitable funds, study opportunities to make a difference, and make scholarships and grants to benefit the causes they care about. As a natural extension, we are increasing our work to engage Delaware communities by serving as a resource, convener and facilitator to help the community identify and address our most pressing challenges and opportunities. As Delaware’s population changes and our communities face increasingly complex  challenges, it is more important than ever that we strategically link philanthropic giving with our communities’ needs. That is why we are expanding our resources, knowledge and skills at the DCF — to serve as a liaison between the generous people who share their resources and those who are on the front lines, working in our communities to lead change. As part of our work to enhance our ability to match funders and community needs, we are now applying more formal methods, including curating and analyzing data.

Tom Sager and Stuart Comstock-Gay

Through DelawareFocus.org, launched in late 2015, we have created a publicly accessible database of statistical information about various social, economic and environmental issues. This database provides objective data that enables us to analyze community needs, free of the subjectivity of politics and special interest groups. During the past year, we have been building on that data, using it as a starting point for our new Community Conversations. In Community Conversations, we invite our neighbors around the state to share their own stories and concerns, to help us understand the challenges and opportunities they face every day.   By studying the information we have gathered through DelawareFocus.org and Community Conversations, we are zeroing in on some of the most pressing issues affecting quality of life in our state.

During the coming year, you’ll see the DCF starting to lean into a few specific challenges – convening donors and community stakeholders around those issues, helping to aggregate resources, building impact investing vehicles, and working with organizations, businesses, government officials and other foundations. Meanwhile, we’ll continue to learn from our community leaders, nonprofit organizations, business people, and philanthropists as they pursue their own goals around Delaware needs. Many of you have been friends of the DCF for years — some even since inception — and have stood with us through this evolution. We thank you for supporting us, energizing us and empowering us to take the risks necessary to make this transformation. And now, in this report, we are excited to share some of our newest successes with you.

When finalized, the selected high-priority issues will constitute the focus of the DCF’s civic leadership work for the coming years.


At the same time, this knowledge is helping us provide our fundholders — both funders and nonprofit agencies — with new opportunities to make a difference.

Stuart Comstock-Gay President & CEO

Thomas L. Sager, Esq. Chair



Empowering Philanthropy Helping People Give with Lasting Impact

At the Delaware Community Foundation, our job is to help generous people give with lasting impact. And to help people achieve their unique charitable goals, we work one-on-one with each donor, weighing various financial products and exploring opportunities to make a difference in the person’s area of interest. Through this personalized service, we help donors have an impact on the charitable organizations and issues they care about most.

GIVING WITH IMPACT AND JOY: ALLEN FAMILY FUND For Barbara and Charles “Chick” Allen III, giving is a given. “Barbara’s father used to say that if you have the opportunity to help and you don’t, what have you done?” Chick Allen said. “If you have the resources, and you don’t give back, what does that say about you?” From their three funds at the DCF, the Allens have given nearly $2 million over the years, focusing on agriculture, engineering, education and health care. That does not include a recent $1 million contribution to Nanticoke Cancer Care Center. Several times each year, the Allens direct grants from

With generous support from the Allen Family Fund, more Sussex County children enjoy activities through the Boys & Girls Clubs.

their funds to organizations including Nanticoke Memorial Hospital, Western Sussex Boys & Girls Club, Sussex Academy, and the University of Delaware.

While the Allens focus on the joy of their giving, the DCF handles the administrative details and

One of their favorite parts of giving, Allen said, is conducting

offers knowledge about ways to make an impact.

one-on-one interviews with scholarship applicants. “I think the DCF is one of the greatest “You just see these kids light up with the opportunity

opportunities for anybody who has any wealth,”

to learn,” said Allen, also a former member of the DCF

he said. “If you do your own tax planning and

board of directors. “I get follow up letters years later, from

you know what your estate tax is going to be and

students who have graduated, and they’ll say, ‘I remember

you’re not doing philanthropic giving, you need

my interview with you and some of the things you said.’ It

to take another look at it.”

gets inspirational. That’s the fun of it.” 2

More hungry Delawareans were able to eat at the Sunday Breakfast Mission this year thanks to the support of the Phillip & Carolyn Smith Foundation Fund at the DCF.

MAKING A DIFFERENCE: PHILLIP & CAROLYN SMITH FOUNDATION FUND This year, courtesy of the Phillip & Carolyn Smith Foundation Fund at the DCF, more hungry Delawareans were able to eat at the Sunday Breakfast Mission, more animals received care at the Delaware Humane Association, and more seniors

This year, the DCF granted $38 million to various charitable causes in the community.

enjoyed good meals through Meals On Wheels and community at the Newark Senior Center. As it has each year since it was established in

Smith said it was important to her to create a permanent,

2006, Carolyn Smith awarded more than $100,000

predictable stream of income for the nonprofits, so they

in grants from the fund to these and other

could count on it to support their work for years to come.

nonprofit organizations that are important to her. “I just don’t think it’s right to give money to an After Phillip Smith’s death in September 2005,

organization so they come to depend on it, and then take

Carolyn Smith considered starting a private

it away,” she said.

foundation. But she learned from her financial advisors that creating a designated fund at the

She also has arranged for additional assets to transfer to

DCF would be a less expensive and more efficient

the fund after her death, and the DCF will ensure that her

way to achieve her charitable goals.

charitable wishes will be carried out forever.

Smith made a list of organizations that receive annual grants from the fund, and each year the DCF sends the grants on her behalf. 3

En g a g e m e n t

Engaging Delaware


Leveraging Knowledge to Maximize the Impact of Philanthropy Over the past several years, the Delaware Community Foundation has been transforming to increase our positive community impact. While continuing our work with Delaware philanthropists, we have expanded our work in community engagement — further deepening and strengthening our understanding of Delaware by instituting formal processes for gathering and maintaining quantitative and qualitative information about Delaware. Through the community engagement initiative, the DCF is providing fundholders and the community at large with an invaluable resource: knowledge. By engaging with people who care about our state, the DCF maintains a deep and broad knowledge of Delaware. We understand what’s going well, what isn’t, and what efforts are effectively addressing areas of need.

The DCF leverages this knowledge for community benefit by serving in several capacities, including: Resource — We gather and share information about Delaware, and we encourage others to use us as a hub for sharing knowledge. We offer this information to our fundholders to help them maximize the impact of their generosity. Convener — As we learn about various needs and efforts to address those needs, we strive to reduce duplicative work and leverage the power of collective impact by convening individuals and organizations working on related issues. Facilitator — In some cases, a community foundation identifies needs and challenges that are not being addressed. In such a situation, the DCF will serve as a champion for the neglected issue, highlighting the need, drawing together the appropriate stakeholders and resources, and shepherding their work as needed. Around the world, community foundations fulfill different roles and perform different functions in each community. The common thread is that community foundations remain nimble and flexible, adapting to meet the evolving needs of the people they serve. For more information about our community engagement work, including videos from the Community Conversations, a guide to using DelawareFocus.org, and more, visit delcf.org/community.

Rick Deadwyler, DCF vice president for community engagement, chats with a student at First State Montessori School in Wilmington. 4

DCF President and CEO Stuart Comstock-Gay discusses community issues with fundholders and community stakeholders.

WHAT EXACTLY IS COMMUNITY ENGAGEMENT? The DCF’s community engagement work includes building and maintaining a deep, broad, data-driven understanding of our state and its many communities — geographic, demographic, interest-based and more. The DCF’s community engagement work gained traction in October 2015, with the launch of DelawareFocus.org, the community indicator website providing objective, Delaware-specific data about various social, economic and environmental issues. This year, the momentum grew with the addition of Rick Deadwyler as vice president of community engagement, as well as the launch of our statewide Community Conversations series. In Community Conversations (photo above), the DCF team assembles individuals from various sectors to discuss cross-cutting community issues.

We are grateful to the generous individuals and organizations supporting our community engagement work. $250,000+


Longwood Foundation

Bank of America Foundation Barclays Bank


Corporation Service Company

AstraZeneca PLC

DuPont Company

Capital One Services LLC

Gannett Foundation, Inc.

Crestlea Foundation


Discover Bank

Siegfried Group, LLP

Mrs. Helen L. Eliason Laffey-McHugh Foundation

Up to $1,000

M&T Charitable Foundation

Sussex County Council

Marmot Foundation

Mr. and Ms. Richard J. Tasca

Welfare Foundation

George J. Weiner Assoc., Inc.


Communit y


Community Needs DELAWARE FALLEN HEROES FUND While life will never be the same for the children of fallen Wilmington firefighters Ardythe Hope and Christopher Leach, their parochial school education will continue thanks to the newly established Delaware Fallen Heroes Fund. The Fallen Heroes Fund was established at the Delaware Community Foundation last fall with a $100,000 gift from Alan and Ellen Levin, and it continues to grow through other contributions. The purpose of the fund is to provide for the educational expenses of the children of Delaware first responders who are killed or disabled while on duty. Lt. Hope’s two daughters and Lt. Leach’s two daughters and one son were the first to benefit from the fund. Lt. Hope’s daughters attend St. Elizabeth High School, while Lt. Leach’s children are at St. Ann School, Padua Academy and Salesianum School. “Ellen and I felt these kids had enough disruption in their lives, and if we could make a difference here, we should,” Levin said. “The one constant in their lives is their education, and we wanted to help with maintaining that strong sense of community.” Children of firefighters killed in the line of duty are eligible for state-funded tuition at a Delaware college or university. The Fallen Heroes Fund will support other educational expenses, including tuition for private schools or postsecondary education out of state.


“We didn’t want the kids to be shortchanged,” Levin said. “We want to be in a position to be able to help, and we hope others will do the same.” Lt. Leach’s mother, Fran Leach, said the fund is allowing her grandchildren to continue a family tradition of attending Catholic school. “Alan’s gift is enabling them to stay where they are,” she said. “We’re so grateful the Levins had the vision to understand how important this is for our family.” With contributions from others, the fund can continue to provide assistance for the children of other first responders facing a similar loss. “We didn’t want the kids to be shortchanged,” Levin said. “We want to be in a position to be able to help, and we hope others will do the same.” To support the Delaware Fallen Heroes Fund, visit delcf.org/heroes.

Insight Increases Impact Fundholders and friends, if you’d like to discuss the impact of your charitable giving, contact Marie Stewart, client service manager, mstewart@delcf.org or 302.504.5230.

The community rallied to help the children of two Wilmington firefighters who died in the line of duty. Photo courtesy of The News Journal.

NEW FUNDS OPENED FISCAL YEAR 2017* We were excited to welcome these new funds to the DCF family July 1, 2016-June 30, 2017! Designated Andrew Spencer Davidson & Paulette Patricia Davidson Fund

Field of Interest John F. and Hilda Jaywork Memorial Fund for Families in Need

Friends of the Fenwick Lighthouse Fund Francis D. Vavala National Guard Youth Endowment Fund

Special Funds Be Like Frank Foundation Fund Delaware Founders Initiative, Inc. Fund

Donor Advised ART Charitable Fund

DSTA Benevolent Fund

Judith Wells Brunner Fund

Sally Hawkins Women’s Advancement Fund

Penelope Danias Fund Jennings & Lisa Hastings Family Fund** Lagniappe Fund Fred & Julia Lentz Charitable Trust Fund

Fusion Inclusion Fund Holistic Health Center of Delaware Fund The Livelihood Fund Sussex County Land Trust Foundation Fund

Roland & Mary Lu Pamm Family Foundation Fund

University of Delaware Family Building Research Fund

Searl Family Fund

Wilmington Public Safety Foundation, Inc. Fund Women’s Equality & Empowerment Fund

*For a list of all DCF funds, visit delcf.org/give. **Also a fund of the CenDel Foundation.




Opportunities Nicole Thompson decided on a career in nursing after watching her grandfather slowly recover from an aneurysm.

In her freshman year, the 19-year-old Mount Pleasant High School alumna took two introductory nursing classes, learning to take vital signs and help patients with bathroom care. Her friends are already trying to get her to diagnose their minor maladies.

“I saw all types of nurses caring for him, some good and some bad,” said Thompson, a sophomore at the University of Delaware. “The good ones definitely made a difference. I saw there were so many opportunities for me to help people in the same way.”

“I don’t know what my plans would be if I didn’t get help. This was probably the best year I could have had, and that was largely due to the scholarships,” Thompson said. “They helped make it all possible.”

Thompson is one of hundreds of young Delawareans reaching their educational goals with the help of generous donors who have created scholarship funds at the Delaware Community Foundation.

To discuss opening a scholarship fund to help students like Nicole Thompson, contact Joan Hoge-North, vice president for philanthropy, jhoge-north@delcf.org or 302.504.5224.

The DCF works with donors to create scholarship funds that support the donors’ interests, including setting criteria such as graduating from a certain high school, pursuing a specific career path, or other guidelines. The DCF invests and manages the assets, solicits applications, manages the selection process, and allocates the awards in compliance with donors’ wishes. For Thompson, three DCF scholarships made her college dreams possible: the Margaret Stafford Nursing Scholarship, the John A. & Louise Maslin Scholarship and the Philip L. Bartlett Scholarship.

SCHOLARSHIP FUNDS OPENED FY2017 Delaware Fallen Heroes Scholarship Fund Dr. C. Edward Graybeal Scholarship Fund* Bill & Peg Kimmins Scholarship Fund MATRA Scholarship Fund Margaret Moore Foundation Fund Cole Phillips Future Farmers of America Scholarship Fund

For a full list of DCF scholarship funds, see our compendium at delcf.org/scholarships. *Also a fund of the CenDel Foundation 8

After receiving three DCF scholarships, Nicole Thompson sent thank you notes and photos to the scholarship committee.

For the 2016-17 school year, the DCF awarded more than 150 scholarships totaling more than $340,000 to help students pursuing higher education.


Grant s

DCF Community

Impact Grants 2017 CAPITAL GRANTS


Through the capital grants program, the Delaware Community Foundation helps organizations secure and maintain the facilities, equipment and other infrastructure they need to fulfill their missions effectively and efficiently.

This year, the DCF awarded a total of $267,380 in collaborative grants to six nonprofit organizations statewide:

This year, the DCF awarded a total of $253,152 in capital grants to 18 organizations around the state. CAMP Rehoboth Inc.


Children’s Beach House, Inc.


Delaware Community Reinvestment Action Council


Delaware Guidance Services


Delaware Hospice, Inc.


Family Counseling Center of St. Paul’s


Gateway House, Inc.


Gaudenzia Inc.


Limen House, Inc.


Lutheran Community Services, Inc.


M.O.T. Senior Center


Ministry of Caring Inc.


Nature Conservancy


Newark Day Nursery & Children’s Center


Police Athletic League of Wilmington


Seaford District Library


Tri-State Bird Rescue & Research, Inc. YMCA of Delaware

Catholic Charities and St. Francis Healthcare: $25,000 to renovate the Saint Clare Medical Outreach Van to enable them to better provide health care and other services for uninsured and underinsured people in New Castle County. Eden Delmarva and Diamond State Sustainability Corporation: $33,000 to help ensure safe drinking water in several Sussex County communities by funding the operation of septic cluster wastewater systems. First State Community Loan Fund and Central Baptist Community Development Corporation: $77,380 to create the Lacey Project, an economic revitalization endeavor on Wilmington’s East Side. HOPE Commission, Department of Corrections, Superior Court of Delaware and other agencies: $60,000 to help re-integrate high-risk, formerly incarcerated men into targeted Wilmington communities. La Red Health Center and the CHEER Center: $60,000 to increase medical services to the growing senior population in areas of high unmet need in Sussex County. Project New Start, Alternatives to Violence Project, the Delaware Safety Council and Child, Inc.: $8,000 to provide training to medium- to high-risk/high-need offenders transitioning out of prison in Wilmington.

$9,800 $10,000

For more details about this year’s capital grants, visit delcf.org/2017capitalgrants.

A capital grant from the DCF will pay for new carpeting in the library and room dividers for the main room at the PAL of Wilmington. Photo courtesy of Comcast. 10

A collaborative grant from the DCF is supporting La Red Health Center and the CHEER Center’s work to improve access to medical care for the area’s growing population. Photo by Nan Palermo (CC BY 2.0)

From safe drinking water in Sussex County to job training opportunities in Wilmington, the DCF’s 2017 collaborative grants are improving the quality of life for hundreds of individuals and families throughout the state. Through the DCF’s collaborative grants program, the foundation seeds organizations’ efforts to find creative, sustainable ways to work together,

leveraging each other’s resources, to make the greatest positive impact on quality of life. Past collaborative grants have resulted in several permanent alliances and organizations that continue to serve Delawareans, including the Delaware Anti-Hunger Coalition and the Delaware Aging Network.

The DCF’s capital and collaborative grants are funded by the Delaware Forever Fund, previously called the DCF Unrestricted Fund, an $8 million endowment that enables the DCF to help address some of Delaware’s most urgent needs. See p. 28 for more information.

Each year, the DCF awards more than $500,000 in collaborative and capital grants to support important initiatives and organizations. 11

N o n p ro f i t s


Delaware’s Nonprofits In addition to making grants, strengthening the financial position of nonprofit organizations is an important part of the work of the Delaware Community Foundation. By building endowed funds, nonprofits establish a steady stream of income to support their operations, independent of annual fundraising. Why do nonprofits choose to work with the DCF? Proven Results

Like our nonprofit partners, the DCF is invested in Delaware. Rather than becoming profit at a financial institution, fund management fees paid to the DCF are re-invested in the community in the form of grants and civic leadership.

Historically, the DCF’s portfolio has returned an average 6.83 percent per year — even including the 2009 market crash. This year, we have created new investment options to serve the unique needs and goals of nonprofits.

For more information, see delcf.org/nonprofits or contact Joan Hoge-North, vice president for philanthropy, at jhoge-north@delcf.org or 302.504.5224.

Experience With more than $240 million in assets, the DCF manages endowment funds benefiting more than 200 Delaware and national nonprofit organizations. Help with Complex Gifts The DCF has the expertise to help nonprofit organizations accept complex gifts, including real estate, securities, life insurance and bequests. Increased Donor Confidence By building an endowment fund at the DCF, nonprofits communicate that they are serious about securing their financial future and managing their assets wisely. Complete Fund Administration From tax filings to gift acknowledgment, the DCF handles all administration for each fund. The DCF even provides each fund with a unique giving page on our website, so donors can contribute directly to the organization’s fund.



“The DCF helps us develop strategy around collective impact, so we can truly move the needle on women’s issues.” - Christina Richter, Vice President of Development Delaware Breast Cancer Coalition

Nonprofit Funds Opened FY2017 Drs. Alec Beekley and Melodie Icasiano (Child HELP Foundation) Fund Camp Rehoboth Fund Christiana Fire Company Endowment Fund CHEER Endowment Fund Combined Campaign for Justice Endowment Fund Randy J. Holland Family Law Chair Endowment Fund Dr. Maximo Ablaza Icasiano (Child HELP Foundation) Memorial Fund Miss Delaware’s Diamond Fund Ocean Lifeguard Fund

Through a partnership catalyzed and funded by the Fund for Children’s Literacy at the DCF, the International Literacy Association and McVey Elementary School are working together to advance literacy among all children, including those who did not benefit from preschool or have delayed language skills.

FUNDER-NONPROFIT PARTNERSHIPS DRIVE TRANSFORMATIONAL CHANGE For the past 11 years, Helen Eliason has been leveraging her Fund for Children’s Literacy (FCL) at the DCF to advance reading among New Castle County children by buying books and supporting teacher training. But over the past two years, the FCL has served as the catalyst for a multiagency collaborative focused on childhood literacy, said Linda Poole, Ph.D., a retired educator who helps Helen direct the fund. The FCL now financially supports its progeny organization, the Children’s Literacy Alliance of Delaware (CLAD), which is supporting ambitious long-term programs to address the challenges that can derail work to turn children into readers. Current partners include the Wilmington Public Library, Wilmington Head Start, New Castle County Head Start, Reading Assist Institute, Read Aloud Delaware, PAWS for People, International Literacy Association (ILA) and the Christina School District. Under the umbrella of the FCL, Helen and Linda began developing CLAD in 2015 by creating a list of organizations focused on young children or on reading. In January 2016, they organized a brainstorming session about ways to

increase literacy, particularly among high-need communities. The ideas flowed. Among the resulting initiatives, the ILA adopted McVey Elementary School and — funded by the Fund for Children’s Literacy — trained all of the teachers to reach different types of children, including those who had not attended pre-K programs or had delayed language skills. The Fund for Children’s Literacy also paid for eight McVey staff to attend the ILA conference and for a well-known education researcher to visit the school and provide coaching. These and other activities are elevating reading at McVey and driving passion among the students. “Now we see our kids carrying books in the hallway, in the library, out on the playground,” Principal David Wilkie said. “We’re shaping the culture of the school.” That’s exactly how Helen and Linda hope CLAD and the FCL will continue to make a difference — by enabling schools, nonprofits and others to drive transformational change, like turning an entire school of children into readers. 13

Special Funds At the Delaware Community Foundation, we have more than 1,200 charitable funds established by generous individuals, families, organizations and businesses. Among those 1,200 are a few unique funds that affect our community in special ways. In the next few pages, learn about our supporting organization, the Rodel Foundation of Delaware; our giving circles, the Fund for Women and The Next Generation; and our Youth Philanthropy Board program.

THE NEXT GENERATION The Next Generation (NextGen) of the DCF is a giving circle with chapters in northern and southern Delaware. Through these two circles, 20- and 30-something Delawareans learn about philanthropy and civic engagement, raise money to build their endowment funds, and make grants to designated focus areas.

annual Chowdown for Charity fundraiser was a hit as always. During the summer, the group enlisted new members through a unique recruiting strategy: laser tag! Both groups solicited grant applications in the summer of 2017 and are announcing awardees this fall.

In addition to hosting its annual Chips for Charity fundraiser in March, NextGen-North provided members with strong educational programming throughout the year. NextGen-North’s leadership team also worked with DCF staff to study data from DelawareFocus.org and engaged the community in conversations about opportunities to maximize their impact. As a result, NextGen-North will be focusing on organizations that utilize the arts to affect social change. NextGen-South has focused on strengthening membership and developing a pipeline of future leaders. The group’s


NextGen-South board members Jamie Sharp (back center), Stephanie Krause (back right) and Alonna Berry (far right) mingle with prospective members at a recruiting event.

Vision to Learn, a 2017 Fund for Women grant recipient, provides fee eye exams and glasses to girls throughout the state.

Founded in 1993, the Fund for Women (FFW) at the DCF has grown to 1,854 Founders,* built a $3.5 million endowment, and awarded more than $2.5 million in grants to nonprofits empowering women and girls in Delaware. This year, the FFW awarded a record-breaking $190,046 to 18 nonprofits.

2017 Fund for Women Grants Children & Families First — $15,000 to support a program to increase parenting skills of new mothers who are recovering from addiction.

Goodwill of Delaware and Delaware County — $8,800 to provide employment support for NCC women. Healthy Foods for Healthy Kids — $2,550 to fund gardens for children to cultivate at NCC schools. Jewish Family Services of Delaware — $12,900 to provide financial literacy workshops for refugees and immigrants.

Connections Community Support Programs, Inc. — $15,000 to fund safe and sober housing for women in recovery and their children in Sussex County.

Lydia’s Way — $15,000 to fund housing, dental care, clothing, and transportation for women with substance abuse issues in Kent County.

Delaware Breast Cancer Coalition — $7,750 to encourage health care in diverse Kent and Sussex communities.

Pathways to Success — $6,000 to fund a pregnancyprevention program for Sussex County high school girls.

Delaware CAN (Contraceptive Access Now) — $7,750 to fund a program to reduce unplanned pregnancies.

Ronald McDonald House of Delaware — $10,000 to fund housing for mothers of premature and ill infants.

Delaware Financial Literacy Institute — $8,425 to fund a program to improve financial management skills to increase women-owned businesses in Sussex County.

Strive: How You Lead Matters — $9,800 to fund a NCC Leadership Academy that promotes critical thinking and problem solving.

Delaware Guidance Services for Youth & Children — $5,071 to fund a statewide program to teach coping skills to children and their families.

Urban Promise Wilmington — $10,000 to fund employment and leadership development for urban teens in NCC.

Family Promise of Northern New Castle County (NCC) — $11,000 to fund transportation for homeless families.

Vision to Learn — $15,000 to provide free eye exams and glasses for low-income girls statewide.

FAME: Forum to Advance Minorities in Engineering, Inc. — $15,000 to increase STEM education for girls in NCC.

What is Your Voice, Inc. — $15,000 to fund holistic care for victims of domestic violence Sussex County. *As of June 30, 2017


Suppor ting Organization

Rodel Foundation

of Delaware:

Preparing Students for a Changing World Rodel and a growing host of partners—from the Governor’s Office to DelTech to major employers like Delmarva Power and Christiana Care—are creating meaningful job experiences and college level courses, to prepare them for their next step. Today, Delaware’s career pathway networks are the fastest growing in the country with nearly 10,000 students projected to be enrolled in state-model career pathways this year, and Rodel hopes to raise that number to 20,000 in the next three years. The world is changing fast. And Delaware is no different. Our young people will inherit a world that’s complex and demanding — one that will require communication, problem-solving, and global thinking to navigate. To that end, the Rodel Foundation of Delaware is rolling up its sleeves alongside partners to create meaningful opportunities for students, so that they can hit the ground running after graduation. How? Rodel promotes policy changes that can have statewide impact. Rodel analyzes and provides data to inform policy change. The foundation also leverages co-investment and provides seed funding to innovative, potentially high-impact initiatives. And Rodel facilitates diverse statewide partnerships. For example, experts tell us that by the year 2025, around 65 percent of all jobs will require some level of postsecondary education.


It’s clear that students need more than just academics to thrive after graduation. They need to be able to communicate effectively and work in a team setting. Rodel and its partners are increasing our focus on broader developmental needs for students — often called social and emotional learning — addressing the “whole child,” or “soft skills.” The Rodel Teacher Council is helping to lead the charge. In surveying their fellow teachers, they found that the overwhelming majority believe these skills help students succeed academically and improve school safety and climate. As always, Rodel continues to provide staffing, communications, and implementation support to the Vision Coalition of Delaware and the state’s vision for public education: Student Success 2025. We hope you’ll join this effort to make Delaware schools among the best in the world. Visit rodelfoundationde.org to find out how to get involved.

Engaging Young Philanthropists Each year, more than 60 high school students – one from almost every public and private high school in the state – participate in the Delaware Community Foundation’s Youth Philanthropy Board (YPB) program. Over the course of nine months, students form a board in each county and receive funds to award as charitable grants in their communities. Just like the board of directors of a foundation, the students are responsible for reviewing data and information about community issues, setting a focus area, soliciting and evaluating grant applications, and conducting site visits. Then, the students decide how to award the money and conduct an awards ceremony. Through the YPB, students learn about how to make the most of charitable dollars by studying how organizations use their resources, collaborate with partners and continuously monitor the impact of their efforts.

2016-17 YPB GRANTS Kent Focus: Counseling and support services for people suffering from domestic violence, substance abuse and mental illness. • Mary & Martha’s Place – $5,000 • Inner City Cultural League – $3,000 • Supporting Kidds, Inc. – $2,000

New Castle Focus: Support for young people and their families affected by mental health challenges and/or mental or physical disabilities. • Autism Delaware – $2,500 • Best Buddies – $1,000 • Catholic Charities – $2,500 • Bear-Glasgow YMCA – $1,500 • One Village Alliance – $2,500 • Delaware Guidance Services – $1,000 • SOAR – $2,500 • Supporting Kidds, Inc. – $1,500

Sussex Focus: Afterschool programs, with an emphasis on programs that teach English as a Second Language (ESL) to both adults and children. • Lutheran Church of Our Savior ESL Program – $2,400 • FORGE Youth & Family Academy – $3,020 • Unitarian Universalists of Southern Delaware ESL Program – $4,800

Robert Shrieves of FORGE Youth & Family Academy accepts a grant from Amy Green, a Woodbridge High School senior, and TyAnna Handy, a Laurel High School senior, at the 2017 Sussex YPB grants ceremony.


Atlantis Fund McMullen Fund Mildred H. & Ray A. Thompson Fund Mr. Robert W. Wynn

Up to $1,000 Mr. and Mrs. Karl R. Bernetich Mr. Colin Birl Mr. Robert Cahill Hugh & Kathleen Leahy Mr. & Mrs. Thomas L. McKinney Ms. Kara Ritter

To support the Youth Philanthropy Board in your county or statewide, contact Joan Hoge-North, vice president for philanthropy, jhoge-north@delcf.org or 302.504.5224.



July 1, 2016 - June 30, 2017 Since 1986, the Delaware Community Foundation has been providing civic leadership services that benefit Delawareans throughout the state. Thanks to the generosity of the individuals and businesses listed here, the DCF has been a powerful force for good for more than 30 years, serving as a facilitator, convener, cultivator and source of community knowledge. COMMUNITY BUILDERS

John & Niki Hawkins Fund

James G. & Maret K. Headley


Pete & Tina Hayward

Mary & Bob Hickok

Mrs. Helen L. Eliason

Ms. Fifi Hiotis-Blackburn

Mrs. Joan Hoge-North & Mr. David North

Nor’Easter Foundation

Jefferson, Urian, Doane & Sterner, PA

Peter & Susan Horty

Thomas R. Pulsifer

Richard & Catherine Julian

Ms. Patricia G. Hurd

Thomas D. Wren

Bryan & Kay Keenan

Kilburn Family Fund

Holly Kershner

Mr. & Mrs. Paul Kuhns

Robert C. Kline

Mr. & Mrs. David F. Lyons Sr.

Kathleen Furey McDonough, Esq.

William H. J. Manthorpe Jr.

Mr. & Mrs. Omar Y. McNeill

Mr. & Mrs. Rex L. Mears

Mid-Coast Community Bank

Grace & Blair Messner

Drs. Janice Nevin & Charles Pohl

Frank & Brigitte Murphy

Thomas J. Shopa

Kenneth & Kathryn Nachbar

Valerie Sill & Dennis O’Brien

Mr. Donald W. Nicholson Jr.

Mr. & Mrs. Stephen S. Silver

Nixon Uniform Service & Medical Wear

Elaine & David Singleton

Austin “Pete” Okie

Mr. Robert M. Sommerlatte &

Mark Olson & Jenny Warren

COMMUNITY PARTNERS ($5,000-$9,999) Arsht-Cannon Fund Delmarva Power Ewers Pleasance Family Fund Marilyn & Nathan Hayward Michael & Ellen Kullman Nancy & Tom Sager


Dr. Christine May Edward Steiner

Patterson Schwartz Foundation, Inc.

Corporation Service Company Claire DeMatteis & Michael Marquardt Ms. Kelly E. Firment

Richard & Sharon Struthers

Paul, Weiss, Rifkind, Wharton, Garrison

Verplanck Family Fund

Mr. & Mrs. A. Duer Pierce Jr.

Ms. Cynthia A. Hewitt Robert & Marcy MacGovern Jim & Georgia Mazarakis Gary M. Pfeiffer Joe & Debbie Schell Lynn & Rodney Sharp, in honor of Joan Sharp Andy Staton Foundation Fund

Wade Family Fund

Mr. & Mrs. Brian C. Preston

Constance Wahlig

Dennis Rochford

Wakefield Family Fund, Inc.

Dennis & Beth Salter

Ms. Katherine K. Wilkinson

William & Dawn Schieffer

S.L. Townsend Family Fund

BENEFACTORS ($1,000-$2,499) Jill & Rich Abbott Bob & Joan Appleby Artisans’ Bank Dr. Alex B. Bodenstab James C. Borel Mr. & Ms. Scott E. Burris Chandler Funeral Homes & Crematory Stuart & Lucy Comstock-Gay Barry A. & Joan D. Crozier Mr. Daniel E. Cruce Jr. Doneene Keemer Damon Christopher F. Daniels Anthony & Catherine Fusco Charitable Foundation

Charitable Gift Fund

Denise & Charlie Schwartz

PATRONS ($500-$999) Anonymous


Alan B. Palmer


Albero, Kupferman & Associates, LLC The Honorable Rosemary Betts Beauregard I.G. Burton & Co., Inc. Frank & Linda Chick Drs. Uma & Vinay Chowdhry Richard T. Christopher Mr. & Mrs. Rob Crowe Mr. William C. Dugdale Mr. & Mrs. Mukteeshwar Gande Bob & Jane Gibson

Steve & Judy Schwartz Fred Sears Community Engagement Fund Mr. & Mrs. Sam Severance Ms. Joan L. Sharp Susan & Wil Sherk Susan & Mark Stalnecker Mr. Gary R. Stockbridge Ms. Cindy L. Szabo & Mr. Brian M. Ellis Edward & Judy Tarlov Vernon & Michelle Taylor John W. Ward Leon N. Weiner & Associates, Inc. Ms. Valerie Woodruff

Glenmede Trust Company, N.A. Mr. & Mrs. William Goeller


Donald L. Gouge Jr.


Mr. Norman D. Griffiths


Paul Harrell Jr.


John & Niki Hawkins

A. R. Morris Jewelers

AAA Mid-Atlantic

Dale Stratton

Frank & Marci Albero

Peggy & Leo Strine

Jeanne & William Allan

Mr. & Mrs. R. Bruce Swayze

Atlantic Jewelry

Timon Family Fund

Bancroft Construction Company

Reade Tompson

Mr. & Mrs. Julian H. Bauman Jr.

United Way of the National Capital Area

André G. & Sally A. Beaumont

Mr. Robert L. Van Dyke

Biddle Capital Management

Vandemark & Lynch, Inc.

Joan R. Bolling

Mr. & Mrs. Howell Wallace

Ms. Elizabeth M. Bouchelle

Michael & Judith Walls

Ann & Jeff Bross

Mel & Peni Warren

Robert & Elizabeth Buccini

Mrs. Ann D. Wick

Builders & Managers, Inc. (BMI) Ms. Laura A. Campbell & Mr. Thomas S. Smith Dr. Christine A. Cannon Mr. & Mrs. James C. Conrad Robert & Nancy Crowe Vincent J. & Melanie S. Daniels Deutsche Bank Americas Foundation Stan & Martha Diver Edgewell Personal Care Nicky & Rory Fanandakis Paul & Gloria Fine Mr. & Mrs. C. Barr Flinn Thomas & Marie Forrest Thomas & Catherine Franceschini Donald T. Fulton Peter C. Fulweiler Elizabeth Cahill Garofalo & Edward F. Garofalo Martha S. Gilman & S. Gregory Smith Jeff & Linn Goddess Marcia Halperin & Norman Monhait Thomas E. Hanson Jr., Esq & Sophia L. Hanson Dr. Ilona E. Holland & Justice Randy Holland David G. Horsey & Sons Marilyn K. Hyte Lynn & Leslie Jones Ms. Nancy Karibjanian Kimberly & Larry Kimmel Roger D. Kirtley Faith B. & Erich Kuehn Hugh & Kathleen Leahy Mr. & Mrs. Robert F. Martinelli Mr. & Mrs. Charles S. McDowell Jeanne & Don Mell Mitchell Associates, Inc. Tamika Montgomery-Reeves Peter & Linda Morrow Shannon R. Owens & Lee Johnson Mr. & Mrs. W. Charles Paradee Jr. Donald & Ethel Parsons Chris & Mary Patterson Harold W. T. Purnell II David B. Ripsom Louis B. Rosenberg Charles & Susan Salkin Mr. Charles P. Schutt Jr. Bill Shea Rob & Kathleen Siegfried Brian Stetina Stewart Becker Properties

CONTRIBUTORS ($100-$249) Anonymous Anonymous Anonymous Dr. & Mrs. Robert Abel Jr. Thurman & Hilda Adams Charitable Fund Bill & Patti Andrew Mr. & Mrs. P. Brooks Banta Ms. Madeleine M. Bayard & Mr. Jared Klose David & Gwen Brown Don Brown & Lynn Howard Marlene Elliott Brown Mr. & Mrs. Arnie Caine Lynda & Douglas Campbell Ms. Anne P. Canby Steven & Deborah Casey Mike & Jane Castle Hon. & Mrs. Richard C. Cecil Ms. Bonnie Chirlin Joseph & Suzanne Claricurzio Mr. & Mrs. Michael O. Clark Tom & Linda Cloud P. Clarkson Collins Jr., Esq. Richard J. & Valery Cordrey Pam & Doug Cornforth Rick & Yvonne Deadwyler Delaware Technology Park Rob & Debbie Director Dr. & Mrs. Mario P. DiSabatino Mr. & Mrs. Michael DiSabatino Richard & Christine DiSabatino Mr. & Mrs. David C. Doane Dukart Management Corp. (McDonald’s) Stephen & Kathleen Ellis Rebecca Elzey Mr. Alan Evantash & Ms. Peggy Lubin Mr. & Mrs. James L. Everett Mr. & Mrs. Ross W. Fasick Mark Fitzpatrick Neil & Jeannie Fleming Israel & Patricia Floyd Kim F. Fortunato, Esq. Anthony M. Frabizzio Mr. & Mrs. William Frederick Edward J. Freel Gregory & Esther Fuller Dr. & Mrs. Brian J. Galinat Gail Garbutt Robert G. Gibbs, Esq. Mr. Timothy Gibbs Peter & Susan Gilman

Mr. Richard A. Givens II Greenville Financial Group, LLC Mr. & Mrs. Charles F. Gummey Jr. Rich & Dottie Harper Robert & Linda Harra Jennings Hastings Susan & Stephen Herrmann John & Diane Himes Beth Hochholzer Mr. & Mrs. John Hollis Horizon Philanthropic Services, Inc. JP Morgan Chase Foundation Matching Gift Program Jack & Marion Jacobs Dayle & Michael Joseph Ms. Janis Julian & Mr. James E. Pizzuto Gail & Richard Keller Dan & Mary Klein Marion Klein Becky & Travis Laster Allison & Jason Levine Matt & Nancy Lynch Maraleta & Jack Malloy Mr. & Mrs. Joshua W. Martin III Bob & Peg Matarese Mark & Elaine Mendelson Mr. & Mrs. A. R. Morris Ms. Gail B. Murray-Seitz Anne L. Naczi, Esq. Ms. Julie Topkis Nason Michael & Janis Nesterak Ms. Joan D. O’Connor Mr. Ben M. Osbun Jr. Peter & Linda Panzer Mr. James L. Patton Sr. David Paul & Kathy Klein Caroline du Pont Prickett Mr. & Mrs. J. K. Riegel Jay & Maxine Rosenthal Laura Lubin Rossi Dr. & Mrs. Jonathan S. Russ Barbara & David Rutt Anis & Sue Saliba Michele & Howard Sands Ellen S. Scarborough Ellen & Jim Semple Ms. Kelly J. Sheridan & Ms. Debra J. Quinton Ben & Terry Smith Carolyn J. Smith Laird Stabler III & Associates, LLC Mr. Richard E. Stat Andrew & Lauren Stayton Charles & Theresa Sterner Jay & Sharon Stevens Marie & Edward Stewart Thomas & Rita Sweeney Matthew & Alison Terrell Mr. & Mrs. Primo V. Toccafondi Barbara & Len Togman Steven & Suzanne Tooze Norm & Suzy Veasey Susan Pittard Weidman, Esq. Mr. & Mrs. Robert W. Whetzel Mr. & Mrs. Edward White Drs. Keith & Joan Wing Cynthia P. Woolley


Legac y Giving

Giving for Impact, Forever Endowed Funds Never Stop Giving “The good news is we’re going to be able to do something for Delmar year after year. That’s the beauty of an endowment gift – it makes a difference forever.” Plenty of people have fond memories of their high school years, but Nina Wright Wildman did more than just remember her alma mater. She made sure other Delmar High School students will have impactful experiences in the classroom. Although she later moved to Minnesota, Nina never forgot her unique hometown of Delmar, known for straddling the Delaware-Maryland line. She created the Nina Wildman Fund, an endowed fund at the Delaware Community Foundation, to benefit Delmar High School in perpetuity. Nina died in 2006, and the legacy gift she left for Delmar High School is now being used to boost technology at the Sussex County school. Delmar recently used about $26,000 from the Wildman Fund to purchase a laptop cart with 10 Apple Air computers for use in the science department. The new laptops will help educators teaching nextgeneration science standards, which focus more on students gathering information, using reasoning and developing communication skills, said Valerie Day, chair of Delmar High School’s science department. “Students want to do more with open-ended questioning and research. If you don’t have the technology to be able to get those questions


Students at Delmar High School are working with new laptops, thanks to a gift from the Nina Wildman Charitable Trust.

answered and really do the research, it’s not going to take us very far,” Day said. “Now, students can design their own experiments and use the computers to collect and analyze data. This gift enables us to consistently integrate those kinds of things in our classrooms.” The technology purchase is a tremendous example of what will be possible because of the Wildman Fund — the endowment is expected to provide the high school with about $50,000 a year in the future, said Bill Allan, DCF vice president for southern Delaware. “The good news is that this is far from a one-and-done. We’re going to be able to do something for Delmar year after year,” Allan said. “That’s the beauty of an endowment gift — it makes a difference forever.”

BETTY BOURS: PASSION FOR LIFE, PASSION FOR DELAWARE Getting old is a side effect of living, but for a lucky few, aging is simply getting better with time, like an artisanal cheese or fine wine. Betty Bours was one of those people. Bours was 98 when she died in May after a stroke, but more remarkable than the number is the vibrancy of those years. She was the kind of grandmother who raced her grandchildren down the 16 flights of stairs to her Wilmington condominium, played tennis until she was 91, skied until 93 and believed fervently in making the world around her a better place. Bours’ philanthropic spirit will live on through her generous planned gift to the DCF’s Delaware Forever Fund, which awards annual grants to address emerging needs in the state (see p. 28). “Even though she spent months away in Hawaii or with her family, she always called Wilmington home,” said Betty’s longtime friend Fred C. Sears II, former DCF president and CEO. “She told me that she and her husband, Bill, opened that fund to help the people of Delaware.” Betty and Bill, a former DuPont executive, were known for their outstanding philanthropic efforts. Together, they supported several organizations, including Planned Parenthood of Delaware, Mary Campbell Center and the Fund for Women. They also were founding members of Delaware Hospice. Because of her generosity, Bours was frequently contacted by nonprofits seeking her assistance, said Sears, who once counted nearly four dozen requests during a visit. She was shrewd with her donations and always looking to maximize her impact across Delaware. “She always had a very sharp mind, along with all that energy,” Sears said. “I don’t know where all that energy came from, but she was always on the move.”

LEAVE YOUR LEGACY Leave a legacy of generosity with a planned gift through the DCF. The DCF team works with individuals and their advisors to maximize charitable impact through tax-advantaged estate planning. To discuss the possibilities, contact Joan Hoge-North, vice president for philanthropy, jhoge-north@delcf.org or 302.504.5224.


Make a Gift that Costs Nothing During Your Lifetime Whether you have modest savings or a large estate, you can make a meaningful charitable gift without significant immediate impact to your finances through legacy giving. Legacy gifts, also called planned gifts, are made through wills and trusts, and in other ways, such as through charitable funds, assignment of insurance policies or IRAs, and more. They: • Leave a permanent source of income for your favorite charitable cause. • Inspire your loved ones to give. • Secure a permanent stream of income for the rest of your life. • Enjoy immediate tax advantages. • Leave more of your estate to your descendants. • Leave your personal legacy. The Delaware Community Foundation has the expertise to work with you and your financial advisor or attorney to help you achieve your charitable goals and establish your personal legacy. For more information, visit delcf.planyourlegacy.org or contact Marie Stewart, client services manager, mstewart@delcf.org or 302.504.5230.

This information is not offered as legal or tax advice. Please consult your financial advisor or attorney for advice on how planned giving will impact you.




These generous philanthropists have made plans to leave a future gift to a fund at the DCF. Mr. G. Lawrence Adams Charles C. Allen III Mrs. Paula Allen Gwendoline B. Angalet Mrs. Eugenia Athan Robert & Carol Baker Feffie Barnhill Mona Bayard Paul & Beth Bechly James W. & Rosalyn S. Bishop Robert S. & Katherine M. Boyd Mr. & Mrs. Bobby B. Brown Mr. James Carlo Ms. Marsha G. Cauthen Patricia Chappelle Janet Churchill Mr. Ross H. Claiborne Janet Clark Robert & Valerie B. Cloutier Addie Cole Mr. & Mrs. Andrew S. Davidson Mrs. Kathryn W. Davis Theodore H. Dwyer Jr. Lanny & Micki Edelsohn Mr. & Mrs. Donald W. Edwards Mrs. Helen L. Eliason Mr. & Mrs. Gary Emory Mr. Robert E. Ewers Jr. & Ms. Penny Pleasance Donald L. & Abigail D. Greene Dr. & Mrs. Adly Gorrafa G. Stewart Hoagland Marilyn K. Hyte Ms. Jean D. Gandek Mr. Ajit George & Dr. Sarah E. Brown Bob & Jane Gibson Mr. Lawrence Guthrie Kathleen & James Hawkins Selma Hayman, Esq. Susan & Stephen Herrmann Ann Hilaman Wayne & Betsy Holden Ms. Lucille D. Jones & Ms. Julie Cripps Trena & Robert Kelly Ms. Mary Jane Kimmins

Jan King Joseph & Jean Kowinsky Brian D. & Janet P. Kramer William & Keiley Lafferty Andrew Langsam & Cabella Calloway Langsam Hugh & Kathleen Leahy Mr. Richard A. Legatski William D. Luke Jr. Mrs. Elaine Markell Mr. Robert D. Martz Stephen & Maria Mockbee Ms. Mary Jo Moore Robert & Dee Moore Mr. Gary C. Myers Jr. Brian R. & Linda H. O’Connor Ms. Joan D. O’Connor Austin “Pete” Okie James F. Orth Jr. & Kateryna M. Orth Joe & Linda Outlaw Alan B. Palmer Mr. & Mrs. Benjamin C. Phillips Elizabeth G. Poole Robert T. & Rita E. Quade Brian & Joy Read Mr. & Mrs. Donald K. Richards Margaret L. Richey Charles & Patricia Robertson Richard D. & Cynthia Rowland Mr. Dave Ryerson Mr. & Mrs. Carl Schnee Jeanne Otis Shields Ms. Theresa M. Silver Joni Silverstein Carolyn Smith Raymond F. & Rita O. Smith Robert P. & Tina M. Sonzogni Sandra Spence Philip C. Timon Reade Tompson Mr. Robert D. Ullrich Mr. Matthew G. Waschull Beverly J. Wik

SEI is the new outsourced chief investment officer managing DCF investments.


Investing in Delaware’s Future On March 1, 2017, the DCF entered into a new strategic partnership with SEI, a leading asset manager with 450+ clients worldwide — including 25 community foundations — and $281 billion in assets under management. Under the new partnership, SEI is serving as the DCF’s outsourced chief investment officer (OCIO). An emerging strategy among community foundations, this means that SEI serves as an extension of the DCF staff, providing world-class investment expertise and constant focus on managing the charitable funds entrusted to us. Because SEI has taken on responsibility for risk management and full fiduciary accountability for the selection, oversight and replacement of money managers, the DCF Investment Committee is left free to focus on high-level strategy, such as asset allocation. The DCF Board and Investment Committee believe this model will have great benefit. For more information about our new partnership with SEI, visit delcf.org/sei.

NEW INVESTMENT OPTIONS For the first time in the DCF’s 30-year history, we are offering fundholders the opportunity to choose among various investment strategies. The majority of assets are currently held in the Flagship Long-Term Growth Pool, which aims to maximize long-term growth while preserving capital and minimizing volatility over time. While we expect most fundholders will choose not to move assets, eligible fundholders will have the option to choose from among four pools: • Flagship Long-Term Growth Pool • Socially Responsible Pool • Intermediate-Term Index Pool • Capital Preservation Pool

For more information about the pools, terms and conditions for changing investments, and an investment change request form, visit delcf.org/investments. 23

Financials As a public charity, the Delaware Community Foundation is committed to transparency to our fundholders and the broader community we serve. To review our Federal Tax Return Form 990s, investment policy, full audited financial statements and quarterly investment reports, visit delcf.org/financials. June 30, 2017 and 2016 2017*










Other receivables



Fixed assets - net





ASSETS Cash and cash equivalents Investments Notes receivable Unconditional promises to give


2017 2016 LIABILITIES $(10,500)


Other accrued expenses



Charitable gift annuities



Nonprofit endowments



Total Liabilities



Total Net Assets



Total Liabilities and Net Assets



Grants payable

*2017 numbers are pending audit. **FY17 assets are lower than FY16 assets because of several unusually large and impactful grants invested in the community this fiscal year.


Investments Our investment philosophy is to maximize preservation and growth of capital over time, while minimizing risk and volatility. June 30, 2017 and 2016

15.0% 12.0% 11.74%


9.0% 6.0%




3.15% 3.04%



1 Year Return

3 Year Return





N/A 5 Year Return

10 Year Return

Since Inception

For information about the DCF’s new investment pools and their initial performance, please visit delcf.org/investments. *The Policy Index is a compilation of each money manager’s indices.

“The Delaware Community Foundation is a true asset to the state of Delaware and the people who live here,” said DCF board and grants committee member Tom Hanson, shown presenting a $20,000 capital grant to Bunny Miller and Chris Purnell of the Wilmington PAL Center.


Board &

Committees Officers & Executive Committee Thomas L. Sager, Esq., Chair Partner, Ballard Spahr, LLP

Directors Dan Cruce Vice President, Education, Hope Street Group Claire DeMatteis Special Assistant, State of Delaware Governor’s Office Thomas E. Hanson Jr., Esq. Partner, Barnes & Thornburg, LLP

Kelly E. Firment, Vice Chair Senior Vice President, Card Services, Bank of America

William C. Dugdale, Secretary Partner, Brown Advisory

Jennings P. Hastings, CPA Retired Director of Operations, Faw, Casson & Company, LLP Nancy Karibjanian Director, Center for Political Communication, University of Delaware Kay Keenan Chair, Fund for Women President, Growth Consulting Jim Mazarakis Executive Vice President, WSFS Bank Kathleen F. McDonough, Esq. Partner, Potter Anderson Corroon

David W. Singleton, Treasurer Retired Public Sector Executive

Hon. Tamika Montgomery-Reeves Vice Chancellor, Court of Chancery Janice E. Nevin, MD, MPH President & Chief Executive Officer, Christiana Care Health System Donald W. Nicholson Jr. President, Donald W. Nicholson & Associates

Cindy L. Szabo, Esq., At Large Partner, Morris James, LLP

Vita Pickrum Vice President, Division of Institutional Advancement, Delaware State University Joan L. Sharp President, Life Strategies, LLC Andy Staton President, Berkshire Hathaway - The Andy Staton Group

Marilyn Rushworth Hayward, Immediate Past Chair Principal, Hayward & Associates

Gary Stockbridge President, Delmarva Power & Light Michelle A. Taylor President & CEO, United Way of Delaware (ex officio) Thomas D. Wren Retired Financial Services Executive




Jennings P. Hastings, CPA, Chair Kay Keenan Peter S. Kennedy The Hon. Tamika Montgomery-Reeves

Thomas D. Wren, Chair Matthew C. Beardwood Claire DeMatteis Kathleen Hawkins Marilyn R. Hayward Cynthia A. Hewitt Bud Martin Jim Mazarakis David W. Singleton Gordon Stone Philip C. Timon

COMMUNITY FOCUS COUNCIL Cindy L. Szabo, Esq., Chair Dan Cruce Bernice Edwards Rita Landgraf Matt Lintner Steven W. Peuquet, Ph.D. Bettina Riveros Bradley Skelcher Jose M. Somalo Michelle A. Taylor

DEVELOPMENT COMMITTEE Donald W. Nicholson Jr., CFP, AAMS, Chair Frank Albero Christopher F. Daniels Claire DeMatteis William C. Dugdale Timothy E. Gibbs Jane Gibson John C. Hawkins Julie Russ Thomas L. Sager, Esq. Susan D. Sherk Matthew H. Terrell

FINANCE COMMITTEE David W. Singleton, Chair Dan Cruce William C. Dugdale Robert W. Pierce Gary Stockbridge

GRANTS COMMITTEE Andy Staton, Chair Marsha G. Cauthen Wendy R. Danner, Esq. Len DeCapua Thomas E. Hanson Jr., Esq. Mary B. Hickok, Esq. Kay Keenan Rodney A. Lambert Jr. The Hon. Tamika Montgomery-Reeves Donald W. Nicholson Jr. Vita Pickrum Denise Schwartz Matthew H. Terrell

KENT COUNTY ADVISORY COMMITTEE Brian J. Stetina, CPA, Chair Ellison M. Carey, CFM, CRPC Jennings P. Hastings, CPA Rachael Mears Charles Rodriguez Charles Sterner Jr. Peni G. Warren, CFM, CRPC

MARKETING & COMMUNICATIONS COMMITTEE Nancy Karibjanian, Chair Meredith Chapman Peter C. Fulweiler Ranie Good Dorothy Reid Jacobson Kay Keenan Mark R. Mendelson Leon Tucker

NOMINATING COMMITTEE Kelly E. Firment, Chair Thomas E. Hanson, Jr., Esq. Janice E. Nevin, MD, MPH

SUSSEX COUNTY ADVISORY COMMITTEE Lynn Adams Kokjohn, Chair Marlene Elliott Brown David C. Doane, CPA Greg Fuller Sr. John Hollis Hugh D. Leahy Jr. Richard A. Legatski David F. Lyons Sr. C.W. Mitchell Shannon R. Owens, Esq. Harold W. T. Purnell II, Esq. Cindy L. Szabo, Esq.

YOUTH PHILANTHROPY BOARD ADVISORY COMMITTEE New Castle County Natalia Carlucci Calisa Emerson Neil Kirschling Kay Preston Michele Whetzel David T. Woods

Kent County Linda Chick Doug Crouse Michelle Dawson Dr. Nisha Lodhavia

Sussex County Alonna Berry Keda Dorisca Hugh D. Leahy Jr. Special thanks to Thomas R. Pulsifer for providing extensive pro bono legal counsel.

PERSONNEL COMMITTEE Kathleen F. McDonough, Esq., Chair Marilyn R. Hayward



Forever Fund:

Addressing What Matters, Today & Tomorrow As Delaware grows and changes, our communities face new issues – issues we might never expect to affect Delaware. Fifty years ago, an aging population wasn’t even on the radar for Sussex County. Now, as Baby Boomers age and flock to the beach for retirement, the need is urgent to expand health care, transportation and other services. Thirty years ago, job training and small business growth were minor considerations for our state of corporations. Now, with Delaware’s manufacturing industry gone and corporate culture dwindling, those issues have moved to the forefront. What will be the most pressing issues for Delaware communities 30 years from now?

The Delaware Community Foundation is committed to monitoring community trends and convening resources to address systemic needs as they emerge. To do this, we work with DCF fundholders and community partners, and we award direct grants from the Delaware Forever Fund, the $8 million endowment that enables us to provide more than $500,000 each year in capital and collaborative grants. But $500,000 isn’t enough to move the needle. We need your help. Please consider making an immediate or planned gift to the Delaware Forever Fund. Become part of this movement to address Delaware’s systemic issues at their roots. For more information, contact Joan Hoge-North, vice president for philanthropy, jhoge-north@delcf.org or

“Lighthouse” by Adam Tuttle/CC BY-NC-ND 2.0




Stuart Comstock-Gay President & CEO scomstock-gay@delcf.org 302.504.5228

Calisa R. Emerson Accounting Associate cremerson@delcf.org 302.504.5229

Allison Taylor Levine, MPA, APR Director of Marketing & Communications alevine@delcf.org 302.504.5226

Becky Cahill Garofalo Chief Financial Officer bcahill@delcf.org 302.504.5251

Terri Waller Executive Assistant/Office Manager twaller@delcf.org 302.504.5221

Michelle Marshall Gifts Administrator mmarshall@delcf.org 302.504.5227


Cheryl Rice-Moore Accounts Payable Coordinator crice-moore@delcf.org 302.504.5220

William R. Allan Vice President for Philanthropy, Southern DE wallan@delcf.org 302.856.4393


Rebecca Elzey Senior Philanthropy Officer relzey@delcf.org 302.504.5234

Elizabeth M. Bouchelle Director of Grants bbouchelle@delcf.org 302.504.5239

Joan Hoge-North Vice President for Philanthropy jhoge-north@delcf.org 302.504.5224

Rick Deadwyler Vice President for Community Engagement rdeadwyler@delcf.org 302.504.5267

Marie Mauk Stewart Donor Services Manager mstewart@delcf.org 302.504.5230

Kelly Sheridan Scholarship Administrator/Donor Services Associate ksheridan@delcf.org 302.856.4393



100 W. 10th Street, Suite 115 PO Box 1636 Wilmington, DE 19899-1636 Phone: 302.571.8004 Fax: 302.571.1553

36 The Circle Georgetown, DE 19947-4393 Phone: 302.856.4393 Fax: 302.856.4367

Acknowledgments The DCF Annual Report is made possible by a generous gift from Tom Wren. Photography courtesy of SEI, Sunday Breakfast Mission, University of Delaware, Vision to Learn and Western Sussex Boys & Girls Club. Design by Hughes Design. Production by McClafferty Printing Company. Special thanks to DCF intern Daijah Miles for her contributions.

WEBSITE delcf.org I FACEBOOK facebook.com/DelawareCF I TWITTER @DelCommunity

P.O. Box 1636 Wilmington, DE 19899

Non-Profit Org. US Postage P A I D Permit No. 912 Wilmington, DE

Profile for Delaware Community Foundation

DCF 2017 Annual Report  

Read about how the Delaware Community Foundation helps generous people give with lasting impact.

DCF 2017 Annual Report  

Read about how the Delaware Community Foundation helps generous people give with lasting impact.