Eau Claire Community Foundation 2018 Annual Report

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Building pportunities Together www.eccommunityfoundation.org

2018 Annual Report to the Community

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Leadership Award Pat Quinn is an extraordinary person whose commitment and generosity exemplify the mission of the Eau Claire Community Foundation. He not only

Mission

served as Board Chair from 2011 - 2012, but he also contributed immensely to

We strengthen our community by

various ECCF committees, including Grants,

offering donors opportunities to

Personnel, Nominating, and Investment.

establish charitable legacies, by

In addition to Pat’s powerful leadership, he and his wife, Sue, also started a Donor Advised Fund as well as a Pass-Through Fund. Through these Funds, Pat and Sue have made a lasting impact on the dozens of nonprofits

catalyst to address community needs.

Vision Eau Claire Community Foundation will

they’ve supported. They’ve also ensured that their generosity

be widely recognized in the area as the

will continue far into the future by joining ECCF’s Legacy Society.

leading community resource promoting

Pat Quinn’s extensive involvement with his community, his expertise, his dedication, his generosity, and his sense of humor all combine to make him an exceptionally worthy recipient of ECCF’s 2018

Award by

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Leadership Award.

“You may not be able to help the world, but you can make a difference in your own community.” - Pat Quinn, Leadership Award Recipient

making grants, and by serving as a

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philanthropy, collaboration and innovation, and building endowments.

Content Rebecca White Body, Program Specialist Layout & Design Joe Grosskreutz, Graphic Designer Printed by Badgerland Printing USA, Inc.

Building Opportunities Together We live in a special place, full of people who care deeply about their

Local nonprofits are working tirelessly to build new opportunities in the

community. The spirit of giving launched the Eau Claire Community

greater Eau Claire area: Opportunities for achieving educational goals,

Foundation (ECCF) in 1997. Now, thanks to the vision of the founders,

for having a clean environment, for getting enough to eat, for creating

ECCF supports our community in multiple ways. Most importantly,

art. These opportunities, and hundreds of others, combine to build a

ECCF allows donors to create endowments that will help us address

truly stellar quality of life in the Eau Claire community.

community needs for generations to come. We also serve as a conduit from time to time for special fundraising projects (pass through funds).

Thanks to the vision and generosity of donors who establish endowments, these nonprofits will have the financial support they

Of the over $4.8 million in donations received in 2018, $2.8 million

need both now and far into the future. And YOU can play a vital role

were endowed. The remainder is pass through agency funds, agency

in that support, not just by starting your own endowed fund but by

endowments, and fiscal sponsorships which administratively support

encouraging friends, family, colleagues, and businesses to learn

special fundraising projects such as the Pablo Center and the Carson

more about ECCF. With your help, we’ll be able to build even more

Park Renovation. We had a record-setting year in grant distributions:

opportunities for our community.

We issued over 500 grants for a total impact of over $2.8 million, of which over $1.25 million supported grants for our communities and $1.65 million passed through to the Pablo Center at the Confluence.

The Eau Claire Public Schools Foundation (ECPSF), which is a supporting organization of ECCF, recommended the rest of the grants, which were

To all our nonprofits and the donors who support them, thank you.

Thank you for all the opportunities you’ve built in the past. Thank you for all the opportunities you’re building now. And thank you for all the opportunities you’ll build in the future.

processed by ECCF: a record 120 grants totaling over $124,000 in

Together, you’re doing extraordinary work:

support of students in the Eau Claire Area School District.

For Good. For Ever.

The 2018 grant total also includes $37,250 recommended by the Women’s Giving Circle (WGC), a Fund of ECCF, which supported programs that benefit Eau Claire area women and children. In 2018, WGC reached a record-setting 300 members, and it continues to grow.

Laura Talley, Chair

Sue Bornick, Executive Director

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Community Fund

Fund might be a great option for you. Unlike many other Funds, which have a specific focus, the Community Fund is unrestricted.

Its flexibility allows ECCF to fund grant applications that address the community’s most pressing needs, whatever they may be. A gift to the Community Fund is an excellent way to build opportunities for a diverse array of Eau Claire area nonprofits.

Since its creation, the Community Fund has supported grants to organizations in all four ECCF giving categories— Create Culture, Form Futures, Give Green, and Offer Opportunities.

$301,500 Grants Distributed

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Grants to Nonprofits

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21 Years of Impact (since inception):

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having to set up your own fund? If so, a gift to the Community

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Do you want to support many different local nonprofits without

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Unrestricted Fund Spotlight

Special Olympics Wisconsin Spec

Grantee Spotlight

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Special Olympics Wisconsin provides year-round

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training and competition in a variety of sports for

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children and adults with intellectual disabilities. Athletes sin

develop physical fitness, demonstrate courage, and experience joy while they share gifts, skills, and friendship.

“Knowing that you’re helping make a difference in these athletes’ lives is very meaningful.” - Officer Terry Nicks, Volunteer

L.E. Phillips Senior Center

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Grantee Spotlight

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The L. E. Phillips Senior Center is a gathering place for Eau Claire area residents ages 50 and up. It helps them maintain independence through programming that enhances their social, emotional and physical well-being. With community support, the Senior Center works to achieve its major goal: creating healthier, happier, and more productive citizens.

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Unrestricted Funds Allow ECCF to fund grants that meet the community’s most pressing needs in all four grant categories— Create Culture, Form Futures, Give Green, and Offer Opportunities B.J. & Bea Farmer Family Fund

Paul & Cheri Weinke Family Fund

Charter Bank Eau Claire Fund

Phillip & Barbara Fey Fund

Daniel F. & Margaret J. Brown

Preston & Mary Kay Bissell Fund

Memorial Fund

Richard T. Gannon Fund

Dean & Susan Olson Family Fund

Robert J. Falkner Fund

Giving Traditions Fund

Roberta & Ken Vance Fund

Goff Family Fund

Royal Credit Union Fund

Jack & Lois Postlewaite Family Fund

Susan & Roger Tietz Fund

James H. Cupery Fund

T. Gordon & Gladys P.

Lois & Arnold Domer Fund

Keith Fund

21 Years of Impact (since inception):

$1,912,000 Grants Distributed

Received

385

Grants to Nonprofits

$

$715,000

Total Donations

$2,145,100 3

New Fund

Current Balance of Unrestricted Funds

Eau Claire Jazz, Inc. Create Culture Grantee Spotlight Eau Claire Jazz, Inc. (ECJI) exists to educate, inspire, and entertain audiences with diverse jazz experiences through performances, clinics, master classes, and other special events. Since 2009, it’s collaborated with UW-Eau Claire to expand the Eau Claire Jazz Festival into the community. Other ECJI events include downtown’s annual ‘52nd Street’ music festival and the 1920’s jazz party ‘Gatsby’s Gala’; together, these events impact more than 11,000 people each year. ECJI is one of the reasons our community’s soul is singing!

B.J. & Bea Farmer Family Fund Unrestricted Fund Spotlight ECCF wouldn’t be the same without the dedication, generosity, and vision of B.J. and Bea Farmer. As Founders and Legacy Society members of ECCF, they B . J. &

Bea Far m er

envisioned a Foundation that would help create a stronger community. B.J. served on several ECCF Committees, and Bea was a Founding Member of the Women’s Giving Circle. They received the 2014 Leadership Award from ECCF as well as the 2007 Outstanding Achievement Award for their contributions on behalf of local children. One of their most significant contributions was the creation of their Unrestricted Fund, which allows ECCF to fund the community’s most pressing needs. Among the Fund’s diverse grantees is Eau Claire Jazz, Inc. Although B.J. and Bea recently passed away, the community will forever be impacted with this Fund and through their impact lives on through their Fund and through their inclusion of ECCF in their estate plans. Because of the Farmers’ vision and foresight, local nonprofits can build even more opportunities for our community.

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Field of Interest Funds Allow donors to support a specific area of interest Aubre’s Fund Children & animals Children’s Legacy Endowment Fund Children Daniel & Mary Ann Ogan Educational Fund Form Futures programs Denise Murch Memorial Fund Basic needs in the community Draper Hills Financial Literacy Endowment

Mayo Clinic Health System

S.S. Safari All-Star Fund

Children’s Health Fund

For shelters, foster care,

Children’s health programs

& cancer research programs

Michael Lund Memorial Fund Physical & mental health

for dogs Stromwall Family Fund

programs for children

Students in financial need in

Nellie & John I. Kaiser Memorial Fund

EC County Victoria E. Finstad Fund

Children’s literacy programs

Nordic culture programs

Siker Education Fund Programs in EC schools

Financial literacy education, Loyal, WI Edna Hood Memorial Fund Literacy & music programs Fuerstenberg Family Fund Form Futures programs Jim & Kathy Pinter Mental Health Fund Mental health John & Jane Lokken Fund Create Culture & Give Green programs & ECCF Operations Junior League of Eau Claire

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Endowment Fund Programs for Women & children Laura & Duane Hookom Family Fund Parks & recreation

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New Fund

21 Years of Impact (since inception):

$2,387,000 $135,800

Grants Distributed

$2,452,000 * $836,000 was donated to the FOI Funds in 2018

Total Donations Received*

97

Grants to Nonprofits

Current Balance of Field of Interest Funds

Literacy Chippewa Valley Form Futures Grantee Spotlight Literacy Chippewa Valley (LCV) is a community based literacy program that empowers people to develop skills necessary for economic self-sufficiency.

LCV’s positive impact includes helping adults learn to speak English, earn their GED credentials, raise their reading, writing, and math levels, gain better employment, and in some cases, become U.S. citizens. With help from LCV, many local residents are better able to reach their educational, employment, and life goals.

Fuerstenberg Family Fund Field of Interest Fund Spotlight This Field of Interest Fund supports educational opportunities in the

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Greater Chippewa Valley, such as those provided by the Children’s Museum of Eau Claire, the Boys and Girls Clubs of the Greater Chippewa Valley, Literacy Chippewa Valley, the Chippewa Valley Technical College, and others. Roy and Janice Fuerstenberg have become members of ECCF’s Legacy Society by generously including it in their estate plans, and Janice is also a member of the Women’s Giving Circle. The Fuerstenbergs are grateful for the financial success they achieved after moving to Eau Claire, and they wish to provide incentives to area young people who are also willing to better their lives through effort and education.

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Donor Advised Funds Allow donors to recommend grants to their favorite nonprofits Anonymous Fund (1)

Janet Barland Fund

Access Eau Claire Fund

Jeffrey & Karen Jones Family Fund

Anonymously Fund

Jerry & Sue Bauer Family Fund

Norm & Mary Ellen Keller Fund

Babbette’s Seeds of Hope

John & Betsy Kell Family Fund

O’Halloran Family Fund

Billie G. Macaul Memorial Fund

John Matthew Fesenmaier

Pabich Trust Fund 2004

Bob & Louise Barfknecht Fund Brotoloc North Mental Health Fund Carlson Family Fund

Jon N. & Maureen S. Homstad Family Fund

Elnora Siker Fund

Paul & Jill Kulig Family Fund Pat & Sue Quinn Recreational Fund Philip & Janice Happe Family Fund

Charles & Joanne Graaskamp Fund

Karen Overhulser Fund

Phillip & Barbara Fey Family Fund

Christopher J. & Julie A. Hasenberg

Katharine’s Wish -

Public Gardens Fund

Family Fund Chuck & Lori John Shoemaker Family Fund

Everett/Rhoten Family Fund Kiwanis Club of Eau Claire Endowment Fund

Robert R. Southard Memorial Fund Scobie Family Fund Stephen & Kristine Bien

Clark Family Fund

Koehn Family Endowment

Cody & Molly Filipczak Family Fund

Kristo Family Fund

Talley Family Fund

Dan & Debbie Market Family Fund

Larson Family Fund

Tech Fund - Krause Family

David B. & Dorothy H. Owen

Leonard E Gibbs Fund to Promote

Terry & Flo Sheridan Family Fund

Family Fund David T. Bodeau & Family Fund Dick & Marlene Cable Family Fund Dr. Ronald & Patricia Lange Family Fund Eau Claire Community

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Parks Association Frederikson Family Fund Grewe Family Fund Jack & Carol Bartingale Family Fund

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Children’s Fund

My Dad - Milton & My Mom -

New Fund

Family Fund

Excellence in Evidence Informed

Thomas & Jill Barland Fund

Research & Practice in the Helping

The Thurston “It’s the little things”

Professions

Louis & Janet Frase Fund M&J Employee Impact Fund Mattoon Family Fund Mayer Family Fund Mike Siker Donor-Advised Fund Mohr’s Eau Claire Ford Lincoln Endowment

Family Fund (Amy E. Thurston & her parents, John R. Thurston & Helen Kroll Belongia)

William & Kathryn Bergman Fund Young Family Fund

21 Years of Impact (since inception):

$2,712,200 1,159 Grants Distributed

Grants to Nonprofits

$7,140,000 Current Balance of Donor Advised Funds

Feed My People Food Bank Offer Opportunities Grantee Spotlight Many Donor Advisors have chosen to support Feed My People Food Bank over the years. This vital organization strengthens communities by building innovative partnerships and acting as a key link between food suppliers and more than 200 hunger-relief programs. Currently, Feed My People reaches nearly 70,000 food insecure individuals each year, including 25,000 children, and provides them with over 7.5 million pounds of food. Thanks to the dedication of Feed My People’s staff and volunteers, as well as the generosity of donors who support it, this invaluable food bank is making considerable progress toward its vision of ending hunger in west central Wisconsin.

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Filipczak Family Fund Donor Advised Fund Spotlight Although this Donor Advised Fund was created recently,

it’s already had a significant impact on numerous Eau Claire area nonprofits. Together, grants from this fund address some of the community’s most pressing needs. The Filipczak family is committed to giving back to the region through service and financial support. Cody and Molly Filipczak have raised their two sons here, and they have a special place in their hearts for organizations that help kids. Each year, the family hopes to do even more giving than the previous year, creating a legacy of gratitude and a positive ripple effect. Cody and Molly Filipczak are not only benefiting the Eau Claire area now;

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they’ve also chosen to extend their impact by joining ECCF’s Legacy Society. Through their inclusion of ECCF in their estate plans, the Filipczaks will provide crucial financial support for local nonprofits for years to come.

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Junior Achievement of WI, Inc. Northwest District Form Futures Grantee Spotlight Junior Achievement gives young people the knowledge and skills they need to own their economic success. Students from elementary through high school learn planning, budgeting, and skills they need to start their own business. These lessons are taught by local community and corporate volunteers who deliver hands-on experiences that give students a connection to the real world of work.

Paul & Jill Kulig Family Fund Donor Advised Fund Spotlight In 2018, the Kulig family started their Donor Advised Fund to advance their goal of improving the quality of life for the greater Eau Claire area.

Paul and Jill Kulig, as well as their children Lucas, Leah, and Jack, make Ku

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grant recommendations to nonprofit organizations whose missions they support. They have chosen to support multiple organizations over the last decade, but have put special emphasis on supporting programs that help both children and adults help themselves improve their standard of living and education. In addition to volunteering their time and talents on behalf of the community, the family has already used their Fund to support a diverse array of organizations. The Paul and Jill Kulig Family Fund will continue to make an impact for years to come.

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Designated Funds Allow donors to support their favorite nonprofits Buzz & Mary Ann Minton Fund OutdoorMore, Inc. Children’s Dyslexia Legacy Fund Children’s Dyslexia Center of Upper WI Dr. Joseph M. & Jean M. Tobin

Spirit Lutheran Church

Altoona & Owen-Withee

Eau Claire, Dunn, & Pepin County Medical Society

Library Endowment Fund

Augusta Area Foundation Eau Claire YMCA Helen & Karl Andresen Family Endowment for Special Needs Helen’s House at REACH, Inc.

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Hubbard & Kathryn Robbins Family Fund

Robbins Elementary Jeanne Richie Memorial Puddle Jump Endowment Fund Longfellow Elementary New Fund

Chippewa Valley Museum Chippewa Valley Symphony

Ralph Owen Disaster American Red Cross – CV

Gary & Sonya Tourville Family Fund

Pablo Center for the Confluence

Special Olympics WI - Area 3 Relief Perpetual Fund

Disadvantaged Token Fund

Feed My People Warloski Family Fund

Lyle & Karyn Quandt Fund

Epilepsy Foundation of Western WI

ECPD K9 Fund

Family Promise of the CV – Beacon House

L.E. Phillips Memorial Public

Chippewa Valley Free Clinic Eau Claire Transit

American Red Cross – CV

Kyanna Joy Darnell Flutter Buster Fund

Beaver Creek Reserve

Chippewa Valley Free Clinic

Endowment Fund Thomas & Joyce Bruckner Fund

L.E. Phillips Senior Center

Elementary schools of

Dr. Michel & Cathy Sultan Fund

Sculpture Tour Eau Claire

Chippewa Valley Museum

Family Designated Fund Dartmouth & Mt. Holyoke Colleges

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John & Lela Thompson Fund

21 Years of Impact (Since Inception):

$676,500 $185,500

Grants Distributed

$877,000

Total Donations Received

197

Grants to Nonprofits

Current Balance of Designated Named Funds

OutdoorMore, Inc. Give Green Grantee Spotlight Winter can be something to look forward to thanks to the work of OutdoorMore, Inc.’s dedicated volunteers. Since 2013, they’ve been turning Eau Claire’s Pinehurst Park into an epicenter of outdoor activities, including hockey, skating, sledding, skiing, and snowboarding. Their vision is to create a place “where kids can have fun and be active outside in winter; a place to compete among friends; a place that will become a year-round action sports gatheringplace.” Together, OutdoorMore, Inc. and generous supporters like the Mintons are helping the community enjoy Wisconsin winters.

Buzz & Mary Ann Minton Family Fund Designated Fund Spotlight

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Buzz and Mary Ann Minton established their Designated Fund to help support OutdoorMore, Inc. and its vision with annual grants. According to Buzz, “When we learned of Pinehurst’s planned restoration, we were thrilled to be able to support the work of the group who were so dedicated in their dream to restore the only ski hill in the Chippewa Valley.” The Mintons have also made important contributions to ECCF. Mary Ann is a Founder of the Women’s Giving Circle and served on the ECCF Grants Committee, while Buzz served on ECCF’s Board of Trustees and Investment Committee; both are Legacy Society members.

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Designated Scholarship Funds l

Allow donors to support the post-secondary education

Ida B. Fisher Scholarship Eau Claire Area School District

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Memorial Scholarship Loyal School District Draper Hills Scholarship South Shore School District Cody & Molly Filipczak

Memorial High School Class of 60

Scholarship

Scholarship Elk Mound Area School District Clarence & Isabel Berger Family Scholarship Elk Mound High School ca

Alumni Scholarship eC

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Independence School District

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Independence Public School Memorial Scholarship

Laura Graul Memorial Scholarship

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New Fund

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Doris J. Bautch STEM Scholarship

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Memorial Scholarship

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Arnold & Marie Maliszewski

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CV Technical College

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Hannah Bernhardt Isaacs

of Altoona High School, Class of ‘64

Talha Aslam Memorial Scholarship

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Max Manuel Isaacs &

Anonymous Fund - A Graduate

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Altoona School District

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of students from a high school of their choice

Talha Aslam Memorial Scholarship Designated Scholarship Fund Spotlight The Berry family hosted Talha Aslam, an exchange student from Norway, in 2014. He was wise beyond his years, insightful, well spoken, well informed, and had a great sense of humor. His presence enhanced the family’s lives.

In 2016, Talha died unexpectedly of a rare heart disorder. But even though he’s gone, he’s not forgotten: The Berry family created this scholarship fund in his honor to encourage Altoona students to pursue interests in international relations, international business, and/or uniting people from diverse backgrounds.

Even though Talha didn’t live long enough to pursue his own dreams of majoring in international business and seeing the world, the Talha Aslam Memorial Scholarship Fund will help countless other students

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do just that. Through them, his legacy will live on.

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“Talha touched our lives with his ready smile, his curiosity about the world and his desire to seek out adventure.

With this scholarship, we hope to support another student with similar goals.” - Kelly Berry 14

Agency Endowment Funds

Established by a nonprofit to provide ongoing operational support for their organization.

Anonymous (2)

Mega Charities Foundation Fund

Beaver Creek Reserve

Paul Bunyan Logging Camp

The Citizen Science Center Fund

Museum Endowment Fund

Doug & Kate Lindsay Adventure Fund

United Cerebral Palsy Endowment Fund

The Henke Acres Fund

Young Men’s Christian Association

Jim Schwiebert Butterfly House Fund

of Eau Claire Endowment Fund

Bolton Refuge House Endowment Fund Boy Scouts of America CV Council Endowment Fund Children’s Museum of Eau Claire - Play Forever Fund Eau Claire Children’s Theatre Endowment Fund Foundation for the Endowment

Fiscal Sponsorship & Pass-Through Funds

of the American Birkebeiner, Inc. Endowment for the American Birkebeiner Fund

Carson Park Baseball

Bidwell Engebretson Tusen Takk Volunteer Support Fund

Stadium Renovation Fund

Family Promise of the CV Fund Feed My People Endowment Fund

Cody & Molly Filipczak Designated P-T Fund

Flying Eagles Ski Club Endowment Fund

Confluence Building Fund

Giniigaaniiminaang! For Our Future

Eau Claire Public Spirit Fund

Goodwill Industries Fund

ECPD Junior Police Academy Fund

Hayward Library Foundation Fund

Jeffers Park Development Fund

Hope Gospel Mission Endowment Fund

Pat & Sue Quinn Family

Lac Courte Oreilles Foundation, Inc.

Designated P-T Fund

Higbee Family Fund

L.E. Phillips Senior Center Endowment Fund LV-CV Legacy for Literacy Fund

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New Fund

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for the Mary E. Fitz Memorial Park

L.E. Phillips Memorial Public Library Agency Fund

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Lac Courte Oreilles Legacy Fund Landmark Conservancy Fund

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150+

ECPD Junior Police Academy Fund

Students Impacted

Initiative Spotlight

Over 3 Years

This Fund supports the Eau Claire Police Department (ECPD) Junior Police Academy, a week-long course for area youth ages 12 - 17. Its mission is to enrich the ECPD’s connections with the children of Eau Claire and foster lasting partnerships that motivate them to become responsible, involved citizens. During the course, students receive basic technical instruction about police work, develop an understanding of criminal law and the judicial system, and learn about various roles within the ECPD. The program will be expanded in 2019 to include an advanced session for students interested in policing as a career.

ECPD K9 Fund Initiative Spotlight

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The ECPD has two “four-legged partners” that are part of the Patrol

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Division serving the Eau Claire community. The K9’s are highly trained, dual purpose dogs, which means that they’re trained to detect numerous types of illegal drugs, track missing/vulnerable citizens, or assist with apprehensions when necessary.

The handlers of these K9s are dedicated to educating the community through presentations. With the support from the ECPD K9 Fund, the police officer handlers and their K9s will receive the proper tools and training to continue partnering with the community and helping make Eau Claire a safer place to live.

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Andrew & Brenda Schlafer Fund Acorn Fund Spotlight Some dreams come true right away; others take longer. That’s where Acorn Funds come in: They can be established for as little as $500 and contributed to over time. Each Acorn Fund has up to five years to become fully funded, at which point granting can begin.

The Schlafer family is taking advantage of this opportunity.

Acorn Funds 5 Martins’ Family Fund Al & Peggy Jones Fund Andrew & Brenda Schlafer Fund Beckermann Family Fund Cindy Schlosser & Paul Wagner Fund Denise Murch Memorial Fund Foundation Leaders Fund

effort to give back to this community that has given so much to us.

We also wanted to use it as a lesson to teach our daughters about financial responsibility, primarily financial stewardship. This was another opportunity for us to ‘walk the talk’ we’ve been teaching them about since they were very young. They’ve watched us consistently contribute to charities with our time as well as our monies, and this formalizes a plan for us to give into perpetuity. The girls are most excited about being able to help choose which charities will benefit from the fund. We’ve

Mark & Donna Faanes Family Fund

also included the Foundation in our estate plans, so our daughters can continue to enjoy

Paul Del Torto Fund

helping distribute the assets after we’re gone.”

Other Funds

Thanks to the vision of the Schlafer family and other generous donors like them,

Operations Fund Society of Founders Fund for Operations

$

Supports ECCF’s operations & endowment

Supporting Organization Eau Claire Public Schools Foundation

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Andy Schlafer explained their vision: “We established this fund in an

New Fund

local nonprofits will have the financial support they need for years to come.

“We established this fund in an effort to give back to this community that has given so much to us.” - Andrew Schlafer

Women’s Giving Circle

2018 WGC Grant Recipients

The mission of the Women’s Giving Circle (WGC),

Children’s Museum of Eau Claire: Eat! Move! Live!

a fund of the Eau Claire Community Foundation, is to raise money and distribute contributions

Chippewa Valley Free Clinic: Women’s Health & Sharing Dignity Outreach

to projects and initiatives that improve the lives of women and children in the Eau Claire

Eau Claire Area Hmong Mutual Assistance Association: Ntuj Tshiab New Day Program

area. Together members learn, collaborate, and empower to make the greatest impact in our community. Consider becoming a member today!

Family Resource Center: Hand in Hand

$265,203

Total Grants Awarded Since Inception

$367,580 Total Endowment

47

New Members in 2018

15

Lifetime Members

Junior Achievement of WI, NW District: Creating Your Next Future Entrepreneur at the Pablo Center Trinity Equestrian Center: Finding Your Power Western Dairyland Economic Opportunity Council: Women Helping Women

Eau Claire Area Hmong Mutual Assistance Association WGC Grantee Spotlight

303 Members

The mission of the Eau Claire Area Hmong Mutual Assistance Association is “to empower people, advance cultures, and enhance the quality of life for Chippewa Valley low-income families.”

In 2018, the Women’s Giving Circle provided grant funding for its Ntuj Tshiab (New Day) Program, which provides culturally sensitive advocacy and support to Hmong survivors of sexual assault. The program provides a safe space for participants to share their stories without blame and shame. With support from this grant, group members received transportation, craft supplies, and outings to create a positive environment that helped them heal.

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Legacy Society The Eau Claire Community Foundation established the Legacy Society to recognize its members who made provisions in their estate plans to provide a gift to the Foundation for the causes they care about the most.

By including the Eau Claire Community Foundation in your will, establishing a charitable gift annuity or remainder trust, or naming the Foundation as beneficiary of a life insurance policy, members of the Legacy Society look beyond the here and now to the future well–being of the greater Eau Claire area.

“ECCF serves as an important catalyst and convener for donors and charities to make us a ‘Community that Cares.’”

- Ann Gunderson Thornburg, Legacy Society Member Become a member of the Legacy Society.

To find out more, visit the “Powerful Giving” tab on our website, www.eccommunityfoundation.org.

Front (L to R): Gayle Dissmore, Mavis Gunderson & Joyce Smith

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Back (L to R): Teresa Kallio & Ann Gunderson Thornburg

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New Members

These Legacy Society members have included ECCF in their estate plans: Anonymous (2)

Larry E. & Ida B.* Fischer

Karl Murch

Heidi Fisher

Charles D. & Sue E. Nyberg

Dr. Louis & Janet Frase

Rick & Carol Olson

Roy & Janice Fuerstenberg

Karen Overhulser

Richard T. Gannon

Tim & Denise Pabich

Thomas & Annie Grewe

Jim & Kathy Pinter

Charles & Becky Grossklaus

Jack & Lois Postlewaite

Ann Gunderson Thornburg

Lyle & Karyn Quandt

Christopher Hasenberg

Pat & Sue Quinn

Doris J. Bautch

Dick & Karen Hebert

Andrew & Brenda Schlafer

Bill & Winnie Bean

Mark & Lois Helland

Cindy Schlosser & Paul Wagner

Miss Priscilla Berry

Lawrence Henkel

Steve & Kaye Senn

Stephen & Kristine Bien

Dr. Eldon Hill

Flo & Terry* Sheridan

Preston* & Mary Kay* Bissell

Jon N. & Maureen S. Homstad

Chuck Shoemaker Jr. &

Don & Kim Bodeau

Edna Hood*

Robert & Andrea Bodeau

Duane & Laura Hookom

Bradley J. & Janet E. Smith

Mel & Leann Breed

Al & Peggy Jones

Vernon* & Jo Ann Smith

Daniel F.* & Margaret J.* Brown

John Kaiser & Marcia Van Beek

Jerry & Beth Speckien

Susan J. Bruce

Dr. David & Alice Katz

Jack Stromwall

Thomas & Joyce Bruckner

Betsy Kell

Amy Thurston

Dick & Marlene* Cable

Dr. Daniel & Kerry Kincaid

John* Thurston

Kurt & Tammy Cable

Joseph Koehn*

Susan & Roger Tietz

Kathy Kovell

Dr. Joseph M.* & Jean M.* Tobin

Julia Kyle

Gary & Sonya Tourville

Sherry L. Macaul

Dr. Peter Ullrich & Susan Pittman

Richard D. & Marcia D. Larson

Kenneth & Roberta Vance

John & Jane Lokken

Jan & Kathryn VerHagen

Keith & Alison Martin

Ron* & Johanna Warloski

Buzz & Mary Ann Minton

Paul & Cheri Weinke

Gregg & Emily Moore

Bonnie Wright

Jon & Erika Munger

Dr. Jack & Cleo Young

Helen* & Karl* Andresen Dr. David* & Joan Angell Richard R. & Sara Solie Baer Bob & Louise Barfknecht Janet Barland Thomas & Jill Barland Jack & Carol Bartingale Jerry & Sue Bauer

Jim Carter & Victoria Miller Roger & Betty Davis Paul Del Torto Arnie* & Lois* Domer Don* & Jan Etnier B.J.* & Bea* Farmer Jennifer & Joseph Fesenmaier Cody & Molly Filipczak Victoria E. Finstad

New Member

Lori John-Shoemaker

* Denotes deceased

20

2018 - 2019 Board of Trustees

Past Chairs Mark Faanes 2015 - 2017

Jane Lokken 2013 - 2015 Laura Talley, Chair

Karl Murch, Vice Chair

Senior Vice President, BMO Harris Bank

Retired CFO, Global Finishing Solutions

Laurie Klinkhammer, Secretary Attorney at Law, Nodolf Flory, LLP

Lois Krause, Treasurer

Suzanne Ashley

Pat Quinn

Retired Accountant, Community Member

General Manager, Ken Vance Car City

2011 - 2013

Paul Weinke 2009 - 2011

Charles Graaskamp* 2007 – 2009

Dick Larson Kim Bodeau

Linda Danielson

Phil Happe, M.D.

Chris Hasenberg

Tom Larson

Retired, Community Member

Attorney, Ruder Ware

Retired Internal Medicine, Mayo Health System

Financial Advisor,

President, Larson Management, Inc.

Hasenberg Financial Group

2005 - 2007

Susan Tietz 2003 - 2005

Jack Postlewaite 2001 - 2003

Jon N. Homstad 1999 - 2001

21

Leland Mayer, M.D.

Sherry Mohr

Tim Pabich

Wayne Peters

Dale Wood

Retired Orthopedic Surgeon, Mayo Health System

Business Owner, Eau Claire Ford Lincoln

Partner, Arrowhead Development, LLC

Owner/Broker, Peters Real Estate & Development

Partner, McMahon, Schleifer, & Wood, LLC

Dick Cable 1997 - 1999

* Denotes deceased

2018 Committees Audit Committee

Grants Committee

Chris Hasenberg

Operations Committee

Personnel

Laura Talley, Chair

Kim Bodeau, Chair

Bill Hilgedick

Lois Krause, Chair

Laura Talley, Chair

Bill Brunner

Grant Beardsley*

Jeff Kowieski

Matt Brunner

Deborah Marshall

Laurie Klinkhammer

Dawn Benning

Lois Krause

Dr. Tom Dow

Karl Murch

Lois Krause

Jan Fuerstenberg**

Dave Pokrandt

Lois Krause

Susan Tietz

Karl Murch

Gretchen Hudacek**

Pat Quinn

Dean Olson*

Marilyn James Heather Johnson Schmitz

Nominating Committee

Courtney Kanz**

Karl Murch, Chair

Suzanne Ashley, Chair

Marianne Klinkhammer

Mark Faanes

Cindy Hangartner

Leslie Lyons

Jane Lokken

Stephanie Harvey

Donnie Magadance

Jack Postlewaite

Vicki Hoehn

Jim McDougall

Pat Quinn

Chase Kunkel

Susan Mertens

Laura Talley

Katie Murphy**

Bill Milne

Susan Tietz

Wayne Peters

Thomas J. Misfeldt

Paul Weinke

Tracey Smiskey*

Sherry Mohr

Camilla Stine*

Brandon O’Connell*

Communications Committee

Development Committee Linda Danielson, Chair Greg Bremer Lee Mayer Bob McCoy

John Satre Susan Tietz

P h ot

o Cou

r te s y o f L e

e Butter worth Photo

graph

y

Jackie Rasmussen Tami Satre* Flo Sheridan Tracey Smiskey* Haley Wright*

Tim Pabich

Investment Committee

Jack Postlewaite

Tom Larson, Chair

Brad Shultz

Mark Faanes*

Tom Toy

Joe Fesenmaier

Paul Weinke

Phil Happe, M.D.

Dale Wood

* Term ended in 2018

** New member in 2019

22

Why Give Through YOUR Community Foundation?

One of the greatest gifts you can give to a cause, organization, or even your family is the power to give back through a fund at the Foundation.

Assets Held in Each Fund Type* 35%

31%

30% 25% 20%

14%

15% 10%

Local Expertise

5%

• Knowledge of nonprofits and community needs • Board members engaged

12%

Acorn

Donor Advised

Agency Endowment

Field of Interest

Designated

Pass-Through

with the community • Helpful professional staff

Personal Service • Effective giving • Grant-making made simple • Prudent investment management • Awareness of needs of nonprofits

Community Leadership

15% 10%

11%

7%

4%

1%

13%

Scholarship Unrestricted * 2018 assets

Grants Distributed in 2018 31%

ECCF Grants

57%

Confluence Grants

4%

ECPSF Grants

8%

Agency Fund Grants

2018 Total Grants: $2,974,502 ECCF assets are in a balanced portfolio of pooled investments that maximize

• Collaborative giving

fund growth and encourages, facilitates, and manages long-term philanthropy.

• Community investment

We expanded our investment options by including a Socially Responsible

• Nonprofits made stronger

Portfolio with Morgan Stanley, along with our Diversified Portfolio with Orgel Wealth Management.

23

Financial Statements are prepared by CliftonLarsonAllen, LLP, and the 990 tax returns are prepared by Wipfli, LLP.

Financial Report $22,142,460 $21,953,481 $20,305,300 $17,566,288

2018 2017 2016 2015

$6,252,551

2010

$4,177,367

2005

$1,074,049

1997

0

$5M

$10M

$15M

$20M

$25M

Checking and Money Market

2018* $

Investments

1,665,630

Restated 2017 $

1,648,836

18,791,248

17,641,938

86,325

91,163

1,572,556

2,544,779

Other Assets

26,701

26,765

Total Assets

$ 22,142,460

$ 21,953,481

Pledges Receivable - Funds

Pledges Receivable - Confluence

Support & Other Revenue Contributions - Funds

2018* Restated 2017 $ 3,512,209

$ 2,177,079

Contributions - Confluence

148,051

1,487,157

Contributions - Operations

44,523

25,345

Contributions - Agency Funds

1,088,910

368,518

Total Contributions

4,793,693

4,058,099

Less contributions held for agencies

Statement of Financial Position Assets

Statement of Financial Activity

(1,088,910)

(368,518)

Net Contributions

3,704,783

3,689,581

Investment Gains (Losses)

(998,539)

2,051,041

264,009

233,549

$ 2,970,253

$ 5,974,171

$ 1,033,802

$ 755,443

1,695,000

3,526,198

245,700

64,250

Administrative Fee Revenue Total Support & Other Revenue Grants & Expenses Grants - Funds Grants - Confluence Grants - Agency Funds

Liabilities

Total Grants

2,974,502

4,345,891

Other Liabilities

Less grants held for agencies

(245,700)

(64,250)

2,524,729

Net Grants

2,728,802

4,281,641

3,147,839

2,548,260

Program Expenses

298,725

294,662

Operating Expenses

283,316

249,131

19,405,221

18,312,765

70,010

56,281

Funds Held for Agencies Total Liabilities Beginning Balance of Net Assets Change in Net Assets Total Liabilities & Net Assets

* 2018 Unaudited

$

23,711 3,124,128

$

23,531

(410,600)

1,092,456

$ 22,142,460

$ 21,953,481

Investment Management Fees Total Grants & Expenses Change in Net Assets

3,380,853

4,881,715

$ (410,600)

$ 1,092,456

24

Thank You! Every grant ECCF makes is supported by a gift from someone like you. We are deeply grateful for the gracious, giving and generous friends who have made a gift to one or more funds at the Foundation. Memorials and Honorariums are an excellent way to recognize someone while also making a lasting difference in your community.

the ‘Powerful Giving’ and ‘Lasting Impact’ tabs, respectively.

Looking ahead to 2019 …

b lu ls C Gir

www.eccommunityfoundation.org. The lists can be found under

& Boys

To see a list of our 2018 Donors and Grant Recipients, please go to

of th eG rea ter Chip pewa Valley

*Dates subject to change

May 6 | Women’s Giving Circle – Spring Gathering

October 17* | Professional Advisor Event

June 6 | Annual Meeting

November 4 | Women’s Giving Circle – Annual Meeting

September 16 | Autumn Social

November 10 - 16 | Community Foundation Week

September 17* | Women’s Giving Circle – Fall Education Event

December 4 | Women’s Giving Circle – Gift of Giving Breakfast

Certified for Excellence. Accountability. Impact.

ECCF has been certified in compliance with National Standards for Community Foundations since 2005. The National Standards for U.S. Community Foundations® accreditation program represents a community foundation’s commitment to go above and beyond the federal and state law requirements to demonstrate accountability and excellence to communities, policy makers, and the public.

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306 S. Barstow St., Suite 104 | Eau Claire, Wisconsin 54701 | info@eccfwi.org | 715.552.3801 | www.eccommunityfoundation.com