Eau Claire Community Foundation 2019 Annual Report

2019 Annual Report

CREATE CULTURE

GROWING

PHILANTHROPY BUILDING

COMMUNITY

OFFER OPPORTUNITIES

GIVE GREEN

FORM FUTURES

Photo Courtesy of Tanner Thompson

Leadership Award 2019 Leadership Award recipient Jane Lokken has dedicated countless hours to ECCF over the course of many years.

Mission We strengthen our community by offering donors opportunities to establish charitable legacies, by making grants, and by serving as a catalyst to address community needs.

Vision

served on the Audit, Operations, Personnel, Grants, Communications, and Nominations Committees.

She has committed over twelve years to the ECCF Board of Trustees, serving as the Secretary, Vice Chair, and Chair. In addition, Jane was instrumental in both revising ECCF’s Trust Agreement and in the development of our current Fund Agreements.

She and her husband John are members of our Legacy Society, and they established the John and Jane Lokken Fund, a Field of Interest

Content

fund, in 2007.

Rebecca White Body, Program Specialist

We sincerely thank Jane for her profound,

Layout & Design Pa Yang, Graphic Designer Jeremy Lamb, Graphic Designer

positive, and lasting impact on ECCF.

Printed by Badgerland Printing USA, Inc. Front cover photos (Top to Bottom) LCV Empowering women participants Children’s Museum of Eau Claire Bob’s House for Dogs University of Wisconsin, Eau Claire

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“

A is w ard ,R

by Jane Young

The Eau Claire Community Foundation will be widely recognized in the area as the leading community resource promoting philanthropy, collaboration and innovation, and building endowments.

Jane first served as a Trustee in 2004 and has

in g

Jane Lokken 2019 Leadership Award Recipient

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on Studios O

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We are all foundation supporters recognizing there is something special in our community that can be improved with our time, our energy, and our dollars.

-Jane Lokken

”

GROWING PHILANTHROPY, BUILDING COMMUNITY It seems like just yesterday that we were scrambling to plan ECCF’s 20th anniversary celebration, and now we’re fast approaching our 25th. Although it won’t take place until 2022, we’re already thinking ahead to how we’ll celebrate that milestone. Feel free to contact ECCF if you’d like to help plan the festivities!

We have plenty to keep us busy in the meantime. In 2019, we received a record $6.3 million in donations and distributed a remarkable $2,508,843 in grants, including $1,176,000 for the

Giving Categories: Create Culture Supports programs and organizations that enhance the quality of life in our community through music, literature, visual arts, performing arts, and museums.

Pablo Center. Because ECCF supports such a wide spectrum of giving categories, our donors’ generosity has increased Eau Claire’s quality of life in many different ways. Whether you love

Form Futures

art, animals, children, or helping people meet their basic needs, ECCF can help you find a way

Enhances learning opportunities for children and adults in the Eau Claire area.

Form Futures grants may also provide community development opportunities.

to meet your philanthropic goals.

ECCF offers many options for giving, including qualified charitable distributions. We had a record number of these donations from IRAs in 2019, and we hope to see even more in 2020.

This option’s tax advantages make it a win not just for nonprofits, but for the donors as well.

2019 has also been a year of transition. We said goodbye to the Trustees who completed their terms: Suzanne Ashley, Lois Krause, Lee Mayer, Wayne Peters, and Mark Faanes.

We’re incredibly grateful for their service, and we wish them well. We are, however, happy to welcome our new Trustees: Jeff Kowieski, John Satre, Sarah Stokes, R. Thomas Toy, and Amelia Daniels. We look forward to working with these wonderful people over the

Give Green Supports programs that engage children and adults in activities that improve environmental quality or provide fitness, health, and wellness opportunities. It also includes support for animals and wildlife.

next three years.

ECCF has accomplished a lot in 2019, and we look forward to accomplishing even more in

Offer Opportunities

2020. But nothing we do would be possible without your generosity. Because of you, ECCF

Provides children, adults, and families with basic needs such as food, shelter, clothing, health services, veterans’ programs and disability assistance.

will be growing philanthropy and building community for years to come. Thank you.

Sincerely,

Karl Murch, Board Chair

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Community Fund Unrestricted Fund Spotlight Dozens of nonprofits work hard to improve Eau Claire’s quality of life. How do you choose which one to support? With the Community Fund, you don’t have to! A gift to this fund helps ECCF fund grant applications that address our area’s most pressing needs, whatever they may be.

Your donation to the Community Fund will support grants to organizations in all four ECCF giving categories: Create Culture, Form Futures, Give Green, and Offer Opportunities. Through this fund, you can have it all, and so can Eau Claire.

2 2 Years of I m pa c t (Since Inception):

$306,743 Grants Distributed

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Grantees

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Music concert at the Phoenix Park Photo Courtesy of Tanner Thompson

Big Brothers Big Sisters of Northwestern Wisconsin Grantee Spotlight The mission of Big Brothers Big Sisters of Northwestern Wisconsin (BBBSNW) is to create and support one-to-one mentoring relationships that ignite the power and promise of youth. Since 1972, BBBS has served hundreds of children, their families, and their volunteer mentors (affectionately known as ‘Bigs’) by helping them create life-changing friendships. Matches are made based on shared interests and attitudes in order to foster enduring relationships. Children matched in the BBBSNW programs report improved self-esteem, increased academic successes, and a better ability to avoid risky behaviors as compared to their non-mentored peers. Thanks to BBBS and its volunteers, young lives are changing for the better.

Eau Claire Chamber Orchestra Grantee Spotlight The Eau Claire Chamber Orchestra (ECCO) is recognized as a chamber music organization fulfilling a dynamic role in the regional arts community. It provides area musicians with opportunities to perform at a professional level and enables audiences to enjoy a wide range of music. This is evidenced by an increasing audience base, the commitment of its musicians, and financial stability.

ECCO’s mission is to advance a tradition of chamber music by providing a varied program of professional classical music performances in an intimate setting; through artistic excellence and educational outreach, it engages audiences, brings enjoyment to both performers and listeners, and builds community pride.

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Roberta and Ken Vance Fund Unrestricted Fund Spotlight Roberta and Ken Vance have made an extraordinary impact on Eau Claire: In addition to owning a successful business, Ken Vance Motors, their community service has greatly improved the area’s quality of life. In particular, their award-winning collaboration on the Lowes Creek Watershed Project united public and private interests to protect the creek’s water quality from encroaching development.

The Vances have also been extremely important to ECCF’s work.

As Society of Founders members, their financial support helped the Foundation open its doors, and as members of the Legacy Society, they’ve ensured that their support will continue for years to come. In 2019, Roberta and Ken became fund holders as well. Their unrestricted Roberta and Ken Vance Fund addresses the community’s greatest needs by supporting ECCF’s annual grant cycle.

“There are more needs in this community than one person could possibly imagine,” Ken had explained when their fund was established. “If you have a penchant for giving but don’t know where the money should go, unrestricted funds are a great way to let the experts guide your giving.”

Although Ken recently passed away, his vision and generosity live on.

Grant support from the Roberta and Ken Vance Fund will protect Eau Claire’s quality of life just as surely as the Vances protected the creek that flows past their business.

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What is an Unrestricted Fund?

The needs of our community are constantly changing, and this type of fund allows ECCF the most flexibility to allocate the grant dollars to the greatest needs of our community through the competitive grant process.

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. Keith Fund

Lois & Arnold Domer Fund

22 Years of Impact Their award-winning collaboration on the Lowes Creek Watershed Project united public and private interests to protect Eau Claire’s quality of life.

(Since Inception):

$2,708,000 Total Donations Received

$826,755 448 Grants Distributed

Grants to Nonprofits

$3,196,600

Current Balance of Unrestricted Funds

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Louis and Janet Frase Fund Field of Interest Fund Spotlight Louis and Janet Frase are no strangers

takes many languages that cut across

to supporting their community; they’ve

racial, cultural, social, educational,

been giving to various charities for

and economic barriers to achieve a

years. But when they started their

healthy environment.”

Fund at the Eau Claire Community Foundation, they saw a whole new range of giving opportunities.

Because ECCF grant reviewers match Field of Interest Funds with the grant applications that best fit the Funds’

“The Foundation broadens awareness

purposes, the Frases can support a

of needs you might not even know

variety of nonprofit organizations that

about,” explained Janet. “It serves as

enhance young lives through the arts.

an overseer that will help us give back to the community that’s given us so much.”

The Frases, who have lived in Eau Claire since 1971, are especially happy that dollars from their Fund will

The Frases chose a Field of Interest

stay in the community that means so

Fund so they could support their

much to them. “You have to take care

passion for the arts. “Our goal is to

of your home base first,” said Janet.

enrich the lives of children and to bring opportunities into their daily routine. We believe that the arts bring

And that’s exactly what the Frases are doing.

languages that all people speak. It

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PASSION FOR THE ARTS

What is a Field of Interest Fund?

This type of powerful giving allows the fundholder to support programs that will target their own passions and interests. They are broad in scope and encompass many of the needs in our community.

Anonymous Fund After school program 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 Financial literacy education, Loyal, WI Edna Hood Memorial Fund Literacy & music programs Fuerstenberg Family Fund Form Futures

2019 Grant recipient the Chippewa Valley Theatre Guild Photo: CVTG Charlie and the Chocolate Factory

Jim & Kathy Pinter Mental Health Fund Mental health John & Jane Lokken Fund Create Culture, Give Green & ECCF Operations

Junior League of Eau Claire Endowment Fund Women & children programs

22 Years of Impact (Since Inception):

Louis & Janet Frase Fund Children’s programs

$3,734,000

Laura & Duane Hookom Family Fund Parks & recreation

$273,200

Mayo Clinic Health System Children’s Health Fund Children’s health programs Michael Lund Memorial Fund Physical & mental health programs for children Nellie & John I. Kaiser Memorial Fund Children’s literacy programs

Total Donations Received

Grants Distributed

123 Grants to Nonprofits

$4,046,000 Current Balance of Field of Interest Funds

Education Fund Programs in EC schools S.S. Safari All-Star Fund For shelters, foster care, & cancer research programs for dogs Stromwall Family Fund Students in financial need in EC County Victoria E. Finstad Fund Nordic culture programs

New Fund

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Jack and Carol Bartingale Fund Donor Advised Fund Spotlight As members of both the Society of Founders and the Legacy Society, Jack and Carol Bartingale have made invaluable contributions to ECCF. Carol is a founder and active member of the Women’s Giving Circle.

Jack served on the ECCF Board of Trustees as well as the Investment Committee, which he chaired for five years. He also encouraged friends, colleagues, and financial advisors to support ECCF. In addition, the Bartingales started a Donor-Advised Fund to support local nonprofits, including the Chippewa Valley Free Clinic, Feed My People Food Bank, the Advancing Hope Fund, and The Community Table.

When Jack recently passed away, his friends and family were able to carry on his legacy of philanthropy by donating to this fund in his name.

Through their generosity, his positive impact on both ECCF and the community will live on.

What is a Memorial Fund?

When a loved one passes away, it seems like a light goes out of the world. There’s a way to keep that light shining. Memorial Funds created in honor of lost friends, relatives, and colleagues provide perpetual support for the causes they cared about.

Memorial Funds can be designated to specific nonprofits, general areas of interest (like art or the environment), or unrestricted to address the community’s greatest needs. No matter what you choose, a Memorial Fund will help your loved one’s light continue shining for years to come.

Please contact ECCF if you’d like more information about how to start a Memorial Fund.

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What is a Donor Advised Fund?

Allows individuals, families and businesses to be fully involved in their philanthropy. Fundholders have the flexibility to recommend grants to their charitable interests while ECCF handles all of the paperwork.

Anonymous Donor- Advised Fund Anonymous Fund (1) Access Eau Claire Fund Anonymously Fund Babbette’s Seeds of Hope Billie G. Macaul Memorial Fund Bob & Louise Barfknecht Fund

Jon N. & Maureen S. Homstad Family Fund

Robert R. Southard Memorial Fund

Karen Overhulser Fund Katharine’s Wish - Everett/ Rhoten Family Fund

Public Gardens Fund Scobie Family Fund Stephen & Kristine Bien Family Fund Talley Family Fund

Kiwanis Club of Eau Claire Endowment Fund

Tech Fund - Krause Family

Carlson Family Fund

Koehn Family Endowment

Thomas & Jill Barland Fund

Charles & Joanne Graaskamp Fund

Kristo Family Fund

Christopher J. & Julie A. Hasenberg Family Fund

Lasker Jewelers Star of Hope Foundation Fund

The Thurston “It’s the little things” Family Fund

Chuck & Lori John Shoemaker Family Fund

Larson Family Fund

Cody & Molly Filipczak Family Fund

Leonard E Gibbs Fund to Promote Excellence in Evidence Informed Research & Practice in the Helping Professions

Dan & Debbie Market Family Fund

Louis & Janet Frase Fund

David B. & Dorothy H. Owen Family Fund

M&J Employee Impact Fund

David T. Bodeau & Family Fund

Mattoon Family Fund

Dick & Marlene Cable Family Fund

Mayer Family Fund

Dr. Ronald & Patricia Lange Family Fund

Mohr’s Eau Claire Ford Lincoln Endowment Fund

Eau Claire Community Parks Association Frederikson Family Fund

Photo: Kohl’s Cares Group

Phillip & Barbara Fey Family Fund

Brotoloc North Mental Health Fund

Clark Family Fund

The Community Table is one of Bartingale’s grant recipients

John Matthew Fesenmaier Children’s Fund

Grewe Family Fund Jack & Carol Bartingale Family Fund Janet Barland Fund Jeffrey & Karen Jones Family Fund Jerry & Sue Bauer Family Fund John & Betsy Kell Family Fund

My Dad - Milton & My Mom Elnora Siker Fund Norm & Mary Ellen Keller Fund O’Halloran Family Fund Pabich Trust Fund 2004 Paul & Jill Kulig Family Fund Pat & Sue Quinn Recreational Fund Philip & Janice Happe Family Fund

Terry & Flo Sheridan Family Fund

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

William & Kathryn Bergman Family Fund Young Family Fund

22 Years of Impact (Since Inception):

$10,323,000 Total Donations Received

$3,482,500 Grants Distributed

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Grants to Nonprofits

$9,699,000 Current Balance of Donor Advised Funds

New Fund

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Dr. Michel and Cathy Sultan Fund Spotlight

By Cathy Sultan

Designated Fund Spotlight My husband Michel was a dedicated physician. He believed in his role as caregiver, putting his patients in the forefront, even during the Lebanese civil war when he would brave the most dangerous circumstances to be at their side.

During the twenty-five years he practiced in Eau Claire, he was always pleased when he had the possibility to treat patients from the Chippewa Valley Free Clinic because he believed that all people should have affordable and, when needed, free access to the best medical care possible.

As a Gastroenterologist, he was constrained by his specialty to only treat specific problems. Setting up the Dr. Michel and Cathy Sultan Fund, which supports the Chippewa Valley Free Clinic, provided him the opportunity to help low-income Eau Claire residents receive muchneeded health care across a broader spectrum of medical specialties, both now and in the future.

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What is a Designated Fund?

Allows fundholders to select specific charities (nonprofits, churches and schools) that their fund will grant to forever.

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 Family Designated Fund Beaver Creek Reserve Dartmouth & Mt. Holyoke Colleges Dr. Michel & Cathy Sultan Fund Chippewa Valley Free Clinic

“

Eau Claire, Dunn, & Pepin County Medical Society Chippewa Valley Free Clinic Epilepsy Foundation of Western WI

The Chippewa Valley Free Clinic provided the opportunity to help low-income Eau Claire residents receive much-needed health care.

-Cathy Sultan Photo: Chippewa Valley Free Clinic

”

ECPD K9 Fund Eau Claire Transit Disadvantaged Token Fund Gary & Sonya Tourville Family Fund Augusta Area Foundation Eau Claire YMCA Helen & Karl Andresen Family Endowment for Special Needs Helen’s House at REACH, Inc.

Hubbard & Kathryn Robbins Family Fund Robbins Elementary Jeanne Richie Memorial Puddle Jump Endowment Fund Longfellow Elementary John & Lela Thompson Fund Chippewa Valley Museum L.E. Phillips Senior Center Spirit Lutheran Church Kyanna Joy Darnell Flutter Buster Fund Elementary schools of Altoona & Owen-Withee

Warloski Family Fund

Pablo Center for the Confluence Chippewa Valley Museum Chippewa Valley Symphony

22 Years of Impact (Since Inception):

1,054,200

Total Donations Received

$219,400

Grants Distributed

222

L.E. Phillips Memorial Public Library Endowment Fund

Grants to Nonprofits

Lyle & Karyn Quandt Fund Special Olympics WI - Area 3

$1,054,000

Ralph Owen Disaster Relief Perpetual Fund American Red Cross – CV

Current Balance of Designated Named Funds

Sculpture Tour Eau Claire Endowment Fund Thomas & Joyce Bruckner Fund American Red Cross- CV Family Promise of the CV Feed My People

Support your favorite nonprof its

New Fund

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What is a Designated Scholarship Fund?

It allows fundholders to support the post-secondary education of students from a high school of their choice.

Altoona School District Anonymous Fund Talha Aslam Memorial Scholarship CV Technical College Ida B. Fischer Scholarship Eau Claire Area School District Memorial High School Class of 60 Scholarship Elk Mound Area School District Clarence & Isabel Berger Family Scholarship Elk Mound High School Alumni Scholarship Independence School District Arnold & Marie Maliszewski Memorial Scholarship Doris J. Bautch STEM Scholarship Independence Public School Memorial Scholarship Laura Graul Memorial Scholarship Max Manuel Isaacs & Hannah Bernhardt Isaacs Memorial Scholarship RAPS DOC Scholarship Janesville Craig and Beloit High School My Dad-Milton, My Mom-Elnora Endowed Scholarship Loyal School District Draper Hills Scholarship South Shore School District Cody & Molly Filipczak Scholarship

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New Fund

What is an Agency Endowment Fund?

Family Promise of the CV Endowment

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

Flying Eagles Ski Club Endowment Fund

Anonymous (2) Beaver Creek Reserve The Citizen Science Center Fund Doug and Kate Lindsay Adventure Fund The Henke Acres Fund Jim Schwiebert Butterfly House Fund Bolton Refuge House Endowment Fund Boy Scouts of America CV Council Endowment Fund Children’s Museum of Eau Claire - Play Forever Fund

Feed My People Endowment Fund

Giniigaaniiminaang! For Our Future Fund Goodwill Industries Fund

Carson Park Baseball Stadium Renovation Fund

Hayward Library Long Term Foundation Fund

Cody & Molly Filipczak Designated P-T Fund

Hope Gospel Mission Endowment Fund Lac Courte Oreilles Foundation, Inc. Higbee Family Fund Lac Courte Oreilles Legacy Fund Landmark Conservancy Fund for Mary E Fitz Memorial Park

ECPD Junior Police Academy Fund Fit for the Future Fund – L.E. Phillips Senior Center Jeffers Park Development Fund

L.E. Phillips Senior Center Endowment Fund

Story Builder Campaign for the L.E. Phillips Memorial Public Library Expansion

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

Paul Bunyan Logging Camp Museum Endowment Fund

Mega Charities Foundation Fund

United Cerebral Palsy Endowment Fund Young Men’s Christian Association of Eau Claire Endowment Fund

Growing Philanthropy Beaver Creek Reserve

Eau Claire Public Spirit Fund

Pat & Sue Quinn Family Designated P-T Fund

LV-CV Legacy for Literacy Fund

Richard Pierce (Torstein) & Sandy Lampman Trail Support Legacy Fund

Confluence Building Fund

L.E. Phillips Memorial Public Library Agency Fund

Eau Claire Children’s Theatre Endowment Fund

Bidwell Engebretson Tusen Takk Volunteer Support Fund

Fiscal Sponsorship & Pass-Through Funds

L.E. Philips Public Library

New Fund

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What is an Acorn Fund?

Beckermann Family Fund

A donor invests as little as $500 up front, and adds tax-deductible contributions for up to five years. The Fund can begin issuing grants when it matures into a permanent endowment fund.

Acorn Fund Spotlight Jennifer Beckermann explained her family’s vision for

Our family appreciates the Foundation and the process

their Acorn Fund:

used to grant the gifts to specific organizations.

“After living and volunteering in the Eau Claire area

Individuals or families that have an area of interest

5 Martins’ Family Fund

for a number of years, we became aware of two

they would like to support should consider contributing

Al & Peggy Jones Fund

populations that we wanted to help more directly.

to a fund or starting their own. Our vision for the

Andrew & Brenda Schlafer Fund

Seeing local people struggle with low literacy levels

Beckermann Family Fund is that programs addressing

and homelessness made us want to make a difference.

literacy, homelessness, and the arts will have a place

Ellen J. O’Meara Memorial Fund

We also enjoy the arts scene and the way it has grown

to go for funds in our community for years to come.”

Foundation Leaders Fund

in the past few years, and we wanted to support those

Mark & Donna Faanes Family Fund

projects as well.

Beckermann Family Fund (recently fully funded) Cindy Schlosser & Paul Wagner Fund

Paul Del Torto Fund

Becoming part of the Eau Claire Community Foundation gave us a way to focus our gifts while ensuring a lasting legacy for programs that help these individuals and projects.

Other Funds Operations Fund Society of Founders Fund for Operations Supports ECCF’s operations & endowment

Supporting Organization Eau Claire Public Schools Foundation

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New Fund

The mission of the WGC is to improve the quality of life for women and children in the greater Eau Claire area through collective philanthropy.

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” program WGC Grantee Spotlight The Family Resource Center’s mission

the investment in NFP families by ensuring

is to provide programs that build on

that other resources are available to them?”

families’ strengths through prevention, education, support and collaboration with other resources in the community. For two decades, FRC has offered free highquality programs to local families thanks to support from grants and donations.

FRC’s 2018 grant from the Women’s Giving Circle supported its pilot “Hand in Hand” program, which connects graduates of the

Thanks to FRC’s “Hand in Hand” program and its many other offerings, local parents can do even more to ensure a bright future for their children.

21 Lifetime Members

Chippewa Valley Health Clinic (Free Clinic): Women Becoming “A Healthier Me” CVTC Foundation: Women in Nontraditional Careers Scholarship Program EC Area Hmong Mutual Assistance Association: Refugee Family Strengthening Project Eau Claire Children’s Theatre: Schoolhouse Rock Live

Feed My People Food Bank: “Connecting to Thrive” Marshfield Clinic Health System Foundation: SANE Forensic Nurse Program Red Letter Grant, Inc.: Women’s Business Start Up Capital Grant Program School District of Altoona: Care Closet Western Dairyland Economic Opportunity Council: Table for Two

Betsy Barnes, Kathy Bartl, Kay Beardsley, Jo Ellyn DeCesare, Barbara Fey, Janice Goethel, Tess Goodwin, Joanne Graaskamp, Annie Grewe,

Nurse Family Partnership (NFP) with FRC

Maureen Homstad, Patty Horecki,

staff. NFP pairs first-time mothers with

Mary Ellen Keller, Kathy Kovell, Judy LaFave,

visiting nurses until the children are two

Ann Lamoureux, Kathy Lasker, Penny Miller,

years old. “We know the benefit of NFP for

Lois Postlewaite, Flo Sheridan, Dorothy Sorlie,

the baby’s first two years,” explains FRC

Sue Tienor

Director Jennifer Eddy. “Why not build on

2019 WGC GRANT RECIPIENTS

New Lifetime Members

$312,413 18

New Members

Total Grants Awarded Since Inception

$470,100 6

Total Endowment

Lifetime Members

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

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

“We cannot anticipate future needs in the community, and an unrestricted fund allows the Board of Trustees to direct money where it is needed most.”

-Cindy Hangartner, Legacy Society Member

“Our world is changing faster and faster, in unpredictable ways.

We know there will continue to be people and areas in need.

With our legacy gift to our Fund, we know we will support what’s needed in the future for our community.”

-John & Jane Lokken, Legacy Society Member

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Become a member of the Legacy Society To find out more, visit the “Powerful Giving” tab on our website, www.eccfwi.org.

These Legacy Society members have included the Eau Claire Community Foundation in their estate plans:

8 in 2019

New Members

Dick & Marlene* Cable

Al & Peggy Jones

William and Kathleen Schoener

Kurt & Tammy Cable

John Kaiser & Marcia Van Beek

Cindy Schlosser & Paul Wagner

Jim Carter & Victoria Miller

Dr. David & Alice Katz

Steve & Kaye Senn

Roger & Betty Davis

Betsy Kell

Flo & Terry* Sheridan

Paul Del Torto

Dr. Daniel & Kerry Kincaid

Chuck Shoemaker Jr. & Lori

Arnie* & Lois* Domer

Joseph Koehn*

John-Shoemaker

Don* and Jan Etnier

Kathy Kovell

Bradley J. and Janet E. Smith

B.J.* & Bea* Farmer

Julia Kyle

Vernon* & Jo Ann Smith

Anonymous (3)

Jennifer & Joseph Fesenmaier

Sherry L. Macaul

Jerry & Beth Speckien

Helen* & Karl* Andresen

Cody & Molly Filipczak

Richard D. & Marcia D. Larson

Jack Stromwall

Dr. David* & Joan Angell

Victoria E. Finstad

John & Jane Lokken

Amy Thurston

Richard R. & Sara Solie Baer

Larry E. & Ida B.* Fischer

Keith & Alison Martin

John* Thurston

Bob & Louise Barfknecht

Heidi Fisher

Buzz & Mary Ann Minton

Susan & Roger Tietz

Dr. Louis & Janet Frase

Gregg & Emily Moore

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

Roy & Janice Fuerstenberg

Jon & Erika Munger

Gary & Sonya Tourville

Jack* & Carol Bartingale

Richard T. Gannon

Karl Murch

Dr. Peter Ullrich & Susan

Jerry & Sue Bauer

Thomas & Annie Grewe

Charles D. & Sue E. Nyberg

Pittman

Doris J. Bautch

Charles & Becky Grossklaus

Rick & Carol Olson

Kenneth* & Roberta Vance

Bill & Winnie Bean

Ann Gunderson Thornburg

Karen Overhulser

Jan & Kathryn VerHagen

Miss Priscilla Berry

Cindy Hangartner

Tim & Denise Pabich

Ron* & Johanna Warloski

Stephen & Kristine Bien

Christopher & Julie Hasenberg

Jim & Kathy Pinter

Paul & Cheri Weinke

Preston* & Mary Kay* Bissell

Dick & Karen Hebert

Jack & Lois Postlewaite

Bonnie Wright

Don & Kim Bodeau

Mark & Lois Helland

Lyle & Karyn Quandt

Dr. Jack & Cleo Young

Robert & Andrea Bodeau

Lawrence Henkel

Pat & Sue Quinn

Mel & Leann Breed

Dr. Eldon Hill

Duane* & Ruth* Sackett

Daniel F.* & Margaret J.* Brown

Jon N. & Maureen S. Homstad

Andrew & Brenda Schlafer

Susan J. Bruce

Edna Hood*

Thomas & Joyce Bruckner

Duane & Laura Hookom

Janet Barland

Thomas & Jill Barland

*Denotes deceased

What legacy will you leave?

New Member

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Past Chairs

2019-2020 Board of Trustees

Mark Faanes 2015 - 2017

Jane Lokken 2013 - 2015

Pat Quinn 2011 - 2013

Paul Weinke

Karl Murch, Chair Retired CFO, Global Finishing Solutions

Linda Danielson, Vice Chair Attorney, Ruder Ware

Phil Happe M.D. Retired, Internal Medicine, Mayo Health System

Chris Hasenberg Financial Advisor, Hasenberg Finacial Group

Dale Wood, Treasurer Partner, McMahon, Schleifer, & Wood, LLC

2009 - 2011

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

Kim Bodeau Retired, Community Member

Amelia Daniels Personal Trainer Community Member

Sherry Mohr Business Owner, Eau Claire Ford Lincoln

Tim Pabich Partner, Arrowhead Development, LLC

Charles Graaskamp* 2007 – 2009

Dick Larson 2005 - 2007

Susan Tietz 2003 - 2005

Jack Postlewaite 2001 - 2003

Jeff Kowieski Partner, Wipfli

Tom Larson President, Larson Management, Inc.

Jon N. Homstad

T h a n k yo u to o u r o u tgo in g Tr u s tees

1999 - 2001

Dick Cable 1997 - 1999

Suzanne Ashley John Satre CPA, Bauman Associates & Advisors

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Sarah Stokes Owner STOKES|HERZOG Marketing + Consulting, Founder of The Juicy Good Life

R. Thomas Toy Entrepreneur, Business Owner

Laura Talley, Past Chair Senior Vice President, BMO Harris Bank

Lois Krause Leland Mayer M.D. Wayne Peters Mark Faanes, Past Chair

2019 Committees Audit Committee

Lee Mayer*

Laura Talley, 2019 Chair*

Bob McCoy

Investment Committee

Operations Committee

Linda Danielson,

Tim Pabich

Tom Larson, Chair

Lois Krause, 2019 Chair*

Jack Postlewaite

Joe Fesenmaier

Dale Wood, 2020 Chair**

Bill Brunner

Brad Shultz

Dr. Phil Happe

Matt Brunner

Laurie Klinkhammer

Tom Toy

Chris Hasenberg

Dr. Tom Dow

Lois Krause*

Paul Weinke

Bill Hilgedick

Lois Krause

Karl Murch

Dale Wood*

Jeff Kowieski

John Satre

Dale Wood**

Grants Committee

Lois Krause*

Susan Tietz

Communications Committee

Kim Bodeau, Chair

Dave Pokrandt

Suzanne Ashley,

Jan Fuerstenberg*

Dale Wood**

Personnel Committee

Gretchen Hudacek

Nominating Committee

2020 Chair**

2019 Chair Sarah Stokes, 2020 Chair** Meghan Bauer

Dawn Benning

Marilyn James Heather Johnson Schmitz

Amelia Daniels**

Courtney Kanz

Cindy Hangartner

Allen Keniston**

Stephanie Harvey

Marianne Klinkhammer

Vicki Hoehn

Leslie Lyons

Chase Kunkel

Donnella Magadance

Katie Murphy**

Jim McDougall

Wayne Peters*

Susan Mertens

Development Committee Linda Danielson, 2019 Chair* Sherry Mohr, 2020 Chair** Greg Bremer

Bill Milne* Thomas J. Misfeldt

Pat Quinn

Karl Murch, 2019 Chair* Linda Danielson,

For Good.

For Ever.

Laura Talley, 2019 Chair* Karl Murch, 2020 Chair** Linda Danielson** Deborah Marshall Susan Tietz

2020 Chair** Mark Faanes Jane Lokken Jack Postlewaite

* Term ended in 2019 **New members in 2020

Pat Quinn Laura Talley Susan Tietz Paul Weinke

Sherry Mohr* Matt Pabich** Kara Pitchford** Jackie Rasmussen Flo Sheridan

21

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* Acorn

• Knowledge of nonprofits and

15% Field of Interest

Agency 14% Designated

Local Expertise

1%

8% Pass-Through

4%

10% Scholarship

Donor-Advised 33%

15% Unrestricted

community needs

*2019 assets

• Board members engaged with the community • Helpful professional staff

Personal Service

Grants Distributed in 2019 Agency Fund

2%

• Effective giving • Grant-making made simple

ECCF 44%

7%

EC Public Schools Foundation

47% Confluence

• Awareness of needs of nonprofits

Community Leadership

2019 Total Grants: $2,508,843

• Collaborative giving

ECCF assets are in a balanced portfolio of pooled investments that maximize fund

• Community investment

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

• Nonprofits made stronger

expanded our investment options by including a Socially Responsible Portfolio with Morgan Stanley, along with our Diversified Portfolio with Orgel Wealth Management.

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

22

are prepared by Wipfli, LLP.

Financial Report $29,184,848

2019

$22,090,674

2018

$21,953,481

2017

Support & Other Revenue

$20,305,300

2016

Contributions - Funds

$17,566,288

2015

$6,252,551

2010

Contributions - Confluence

$4,177,367

2005

0

$5M

$10M

$15M

$20M

$25M

Statement of Financial Position 2019*

Restated 2018

1,303,876

1,665,380

26,659,909

18,791,248

Pledges Receivable - Funds

403,164

86,325

Pledges Receivable - Confluence

792,594

1,522,556

Other Assets

25,305

25,165

Total Assets

$ 29,184,848

$ 22,090,674

Assets Checking and Money Market Investments

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

* 2019 Unaudited

Restated 2018 $ 3,513,283

9,054

98,051

18,541

44,523 1,088,910

Total Contributions

6,316,897

4,744,767

Less contributions for agencies

Contributions - Agency Funds

(1,077,751)

(1,088,910)

Net Contributions

5,239,146

3,655,857

Investment Gains (Losses)

3,211,858

(998,538)

Administrative Fee Revenue

298,648

264,009

$ 8,749,652

$ 2,921,328

$ 1,269,734

$ 1,033,802

1,176,000

1,695,000

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

Liabilities Other Liabilities

$30M

2019* $ 5,211,551

1,077,751

Contributions - Operations

$1,074,049

1997

Statement of Financial Activity

Less grants for agencies

24,580

23,711

4,661,613

3,124,128

$ 4,686,193

$ 3,147,839

18,942,835

19,405,221

Investment Management Fees

5,555,820

(462,386)

Total Grants & Expenses

$ 29,184,848

$ 22,090,674

63,109

245,700

2,508,843

2,974,502

(63,109)

(245,700)

2,445,734

2,728,802

Program Expenses

306,996

299,052

Operating Expenses

345,652

285,850

95,450

70,010

Net Grants

Change in Net Assets

3,193,832

3,383,714

$ 5,555,820

(462,386)

23

Thank You! Every grant ECCF makes comes from 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.

To see a list of our 2019 Donors and Grant Recipients, please go to www.eccfwi.org, under the ‘Powerful Giving’ and ‘Lasting Impact’ tabs, respectively.

Looking ahead to 2020 … *Dates subject to change

May 4 Women’s Giving Circle – Spring Gathering

October 15 Professional Advisor Event*

June 4 Annual Meeting

November 10 Women’s Giving Circle – Annual Meeting

September 14 Autumn Social

November 15-21 CommunityFoundation Week

TBD Women’s Giving Circle - Fall Education Event*

December 2 Women’s Giving Circle – Gift of Giving Breakfast

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.

306 S. Barstow, Suite 104 Eau Claire, WI 54701 info@eccfwi.org 715.552.3801 www.eccfwi.org

EC Area Hmong Mutual: Assistance Assciation

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