2024 Annual Report

2024

Annual Report FOREVER

FOREVER | 2024 ANNUAL REPORT

2024

YEAR AT A GLANCE

THANK YOU FOR THE MANY WAYS YOU GIVE! Every grant from ECCF starts as a gift from someone like you. We are deeply grateful for the generous friends who have supported ECCF over the years.

TABLE OF CONTENTS

$3.7 M+ Grants Distributed Includes Agency Funds

$60 M+ Net Assets 370 Funds Under Management

MISSION

VISION

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.

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.

YEAR AT A GLANCE . . . . . . . . . . . . . . . . . . . . . . . . . .2 Mission and Vision . . . . . . . . . . . . . . . . . . . . . . . . 3 GENEROSITY FOR GENERATIONS . . . . . . . . . . . . . . . . . 4 Letter From Our Chair . . . . . . . . . . . . . . . . . . . . . . 5 Leadership Award . . . . . . . . . . . . . . . . . . . . . . . . .6 Grant Impact . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Foundation Partners . . . . . . . . . . . . . . . . . . . . . . 10 LASTING COMMITMENT . . . . . . . . . . . . . . . . . . . . . . 12 Charitable Fund Options . . . . . . . . . . . . . . . . . . . . 13 Unrestricted Fund Spotlight . . . . . . . . . . . . . . . . . 14 Field of Interest Fund Spotlight . . . . . . . . . . . . . . . 16 Donor Advised Fund Spotlight . . . . . . . . . . . . . . . . 18 Designated Fund Spotlight . . . . . . . . . . . . . . . . . . 20 Additional Foundation Funds . . . . . . . . . . . . . . . . . 22 BUILDING FOR TOMORROW . . . . . . . . . . . . . . . . . . . 24 Get Involved . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Legacy Society . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Committees . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Board and Staff . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Financial Report . . . . . . . . . . . . . . . . . . . . . . . . . 30

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GENEROSITY FOR GENERATIONS

LASTING LEADERSHIP LETTER FROM OUR CHAIR DEAR FRIENDS, As I reflect on 2024, I am filled with pride and gratitude for the remarkable strides made by the Eau Claire Community Foundation (ECCF). This year has been a testament to the power of collaboration, community, and generosity.

One of our most transformative milestones was receiving over $9.3 million from the Hospital Sisters of St. Francis Foundation. This incredible contribution has bolstered our ability to serve the Chippewa Valley community, allowing us to expand vital health and healing programs. Through this partnership, we have ensured the continuation of the Monsignor Klimek Healing Presence Endowment, among others, which will provide over $370,000 annually to address health disparities and enhance well-being across the region.

LETTER FROM OUR CHAIR LEADERSHIP AWARD GRANT IMPACT FOUNDATION PARTNERS

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Thanks to the trust and commitment of our donors, ECCF’s net assets soared to over $60 million—an increase of more than $13 million from last year. This growth reflects the unwavering faith our community places in us to steward their philanthropic legacies. The establishment of 56 new funds in 2024 demonstrates that more individuals, families, and organizations are inspired to partner with us to create lasting change.

Our grants and scholarships have also reached new heights, with over $3.7 million distributed to empower nonprofits and support students.

Each grant represents a story of hope and a step forward in addressing our community’s most pressing needs. From nurturing innovative programs to fostering educational opportunities, these contributions embody the heart of ECCF’s mission.

Yet, numbers alone cannot capture the true spirit of 2024. This year, we witnessed the profound impact of legacy giving, strategic partnerships, and the enduring generosity of individuals who share our vision for a thriving, inclusive community.

Looking ahead, we remain committed to strengthening our community by addressing emerging challenges, empowering nonprofits, and providing a seamless experience for our donors and partners. With your continued support, ECCF will remain a catalyst for positive change for generations to come.

Thank you for being an integral part of our journey. Together, we are building a stronger, more compassionate Chippewa Valley.

With gratitude,

Tom Larson, Board Chair

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UNWAVERING COMMITMENT

2024 LEADERSHIP AWARD HONORING PAUL & CHERI WEINKE "Several years ago, we had the good fortune to become aware of, and involved with, the Eau Claire Community Foundation," shared Paul and Cheri.

THIS YEAR, WE ARE PROUD TO HONOR PAUL AND CHERI WEINKE WITH THE ECCF LEADERSHIP AWARD, RECOGNIZING THEIR OUTSTANDING CONTRIBUTIONS AND ENDURING COMMITMENT TO OUR COMMUNITY.

Their journey with ECCF began from a place of appreciation for the unique charm and warmth of Eau Claire, coupled with a recognition of its unmet needs. Inspired to make a tangible difference, they established an unrestricted fund aimed at addressing these challenges.

The Leadership Award recognizes an exceptional individual or family that has had a significant impact on ECCF and our community.

Learn more about Paul and Cheri’s philanthropic journey.

“Establishing a Fund is one way to create a powerful impact, ensuring that the Eau Claire community continues to thrive for decades to come.”

Cheri and her son, Adam Weinke | Autumn Social 2024

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-Paul and Cheri Weinke

Paul and Cheri's involvement with ECCF extends far beyond their financial contributions. Paul served on the ECCF Board from 2003 to 2014 and has been a vital member of the Development Committee for over two decades, also contributing significantly to the Gift Acceptance Committee. Meanwhile, Cheri has been an active and loyal member of the Women’s Giving Circle Grants Team, serving as the Chair for their Grants Team in 2024. Her dedication will continue as she takes on a new role as a reviewer on the ECCF Grant Committee in 2025.

Their legacy is characterized by deep empathy and strategic foresight, demonstrating the significant impact community-driven initiatives can have. Paul and Cheri's enduring commitment serves as a powerful example and inspiration, encouraging each of us to consider how we might contribute to creating a sustainable and thriving future for all.

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ENHANCING EXCELLENCE $882,482

$3.7M+

GRANTS DISTRIBUTED*

NONPROFITS SUPPORTED

500K+

LIVES IMPACTED

*Includes Agency Funds

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$591,166 $1,291,471 $209,920

280+

$802,824

GRANT IMPACT

OFFER OPPORTUNITIES

Provides children, adults, and families with basic needs such as food, shelter, clothing, and health services.

2024 GRANT CYCLES & IMPACT OUR COMPETITIVE GRANT CYCLES ECCF provides a variety of grant opportunities and funding options to support local organizations and initiatives throughout the year.

Community Health Endowment Fund (April – June) *NEW IN 2025

FORM FUTURES

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

GIVE GREEN

Supports programs that engage children and adults in activities that improve environmental quality or provide fitness, health, and wellness opportunities.

CREATE CULTURE

Supports programs and organizations that enhance the quality of life in our community through the arts.

ECPSF GRANTS

Awards grants and connects the community with the Eau Claire Area School District to enrich student education.

Women's Giving Circle Grant Cycle (April – May) William A. Bingham Family Endowment Fund (July – August) Royal CU & ECCF Nonprofit Professional Development (September – October) Community Grant Cycle (November – January) Physicians' Community Impact Fund (January – February) *COMING IN 2026

LEARN MORE ABOUT OUR GRANT CYCLES

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PARTNERSHIPS THAT THRIVE

MANY PARTNERS ONE COMMITMENT TO PHILANTHROPY AFFILIATE FUND

RCCF RUSK COUNTY COMMUNITY FOUNDATION An Affiliate Fund is a collaborative partnership that benefits both community foundations and their affiliates by bringing together their expertise, resources, and networks. Working together, they’re able to create a stronger, more meaningful impact in the communities they serve.

FIELD OF INTEREST FUND

The Eau Claire Community Foundation is proud to collaborate and grow with our diverse partners. In addition to our supporting organization and affiliate funds, we facilitate two active giving circles that continuously welcome new members.

Our deep understanding of local needs uniquely positions us as an ideal partner in philanthropy.

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WGC WOMEN’S GIVING CIRCLE This Field of Interest Fund uses collective philanthropy, allowing members to pool their donations for greater community impact. The WGC members’ annual $250 contributions support grants to nonprofits that serve Eau Claire county women and children.

FIELD OF INTEREST FUND

PCIF PHYSICIANS’ COMMUNITY IMPACT FUND This diverse and inclusive membership group is composed of practicing and retired physicians dedicated to improving the health and well-being of our community.

Members of PCIF support the fund through annual financial contributions and have the opportunity to vote on grant recipients on an annual basis.

SUPPORTING ORGANIZATION

ECPSF EAU CLAIRE PUBLIC SCHOOLS FOUNDATION A supporting organization, such as the Eau Claire Public Schools Foundation (ECPSF), is a 501(c)(3) formed to support the work of another charitable organization. It is a distinct legal entity affiliated with ECCF, by both its purposes and its operations, and it can be classified as a public charity.

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LASTING COMMITMENT

SELECT THE GIVING OPTION THAT’S RIGHT FOR YOU CHARITABLE FUND OPTIONS Working with you to establish the type of fund that best suits your charitable goals.

A STARTER APPROACH

Acorn Fund A fund that will slowly grow over time.

When the minimum balance has been reached, your fund will become one of the endowment funds listed below.

A TRUSTED APPROACH

Unrestricted Fund Use the ECCF grant committee’s expertise to address the greatest needs in the community.

A PERSONAL APPROACH

Donor Advised Fund Advisors to the fund recommend grants to specific organizations throughout the year.

A FOCUSED APPROACH

Field of Interest Fund Support a charitable area of interest that you are most passionate about.

CHARITABLE FUND OPTION UNRESTRICTED FUND SPOTLIGHT FIELD OF INTEREST FUND SPOTLIGHT DONOR ADVISED FUND SPOTLIGHT DESIGNATED FUND SPOTLIGHT ADDITIONAL FOUNDATION FUNDS

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A TARGETED APPROACH

Designated Fund Choose one or more charitable organizations to receive ongoing support in perpetuity.

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THE COMMUNITY FUND

UNRESTRICTED FUND SPOTLIGHT

Unrestricted Funds are powerful tools for responding to our region’s evolving needs. By supporting ECCF’s annual Community Grant Cycle, they help fund high-impact projects that strengthen the Eau Claire area and improve quality of life for all.

COLLECTIVE GIVING, LASTING IMPACT The Community Fund is an easy and impactful way for anyone to help strengthen the place we all call home. Built by donors who believe in the power of collective giving, this fund enables people from across the community to join together in addressing local needs and creating lasting change.

Since its creation, the Community Fund has awarded more than $300,000 to local organizations and initiatives—supporting everything from essential services and youth programs to arts, education, and environmental efforts. As one of several unrestricted funds at ECCF, it plays a vital role in powering the annual Community Grant Cycle, a competitive process that invites nonprofits to apply for funding to meet both urgent challenges and long-term goals.

What makes the Community Fund special is its flexibility. Because it’s endowed, the fund grows over time—allowing for sustainable grantmaking year after year. This enables ECCF and its Grant Team to respond to the region’s evolving needs by thoughtfully reviewing applications and awarding grants where they’ll have the greatest impact.

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If you’re passionate about strengthening our community but aren’t quite ready to start a fund of your own, the Community Fund is a perfect place to begin. Every gift, no matter the size, becomes part of something bigger—fueling lasting change, supporting local nonprofits, and helping ensure a stronger future for generations to come.

"Thanks to support from ECCF, we can get more quality food to those who need it. This partnership helps us make a real difference today for a healthier future tomorrow."

-Susie Haugley, Feed My People

UNRESTRICTED FUNDS B.J. and Bea Farmer Family Fund Charter Bank Fund Community Fund Daniel F. and Margaret J. Brown Memorial Fund Dean and Susan Olson Family Fund Dr. Charles D. and Sue E. Nyberg Family Fund Ed and Judy Ramsey Fund Gene and Judy LaFave Family Fund Giving Traditions Fund Goff Family Fund Jack and Lois Postlewaite Family Fund James H. Cupery Fund Lois and Arnold Domer Fund Mary Mills Falkner and Robert John Falkner Memorial Fund Paul and Cheri Weinke Family Fund Phillip and Barbara Fey Fund Preston and Mary Kay Bissell Fund Richard T. Gannon Fund Roberta and Ken Vance Fund Royal Credit Union Fund Susan and Roger Tietz Fund T. Gordon and Gladys P. Keith Fund William A. Bingham Family Endowment Fund NEW IN 2024 Food Distribution | Feed My People Food Bank

COMMUNITY HEALTH ENDOWMENT FUND $9.3 MILLION GIFT— LARGEST IN ECCF HISTORY. STEWARDING THE LEGACY OF THE HOSPITAL SISTERS OF ST. FRANCIS FOUNDATION One of the most significant developments of 2024 was the transfer of more than $9 million from the Hospital Sisters of St. Francis Foundation to the Eau Claire Communit y Foundation (ECCF). These funds included approximately $4.5 million in existing endowments from the Foundation of HSHS Sacred Heart Hospital and HSHS St. Joseph’s Hospital. In addition, $4.8 million from the Healing Place Endowment and the Healing Place Fund was consolidated under the Monsignor Klimek Healing Presence Endowment.

“We are dedicated to managing the transferred funds with the utmost care and respect for the donors’ original intent.”

- Wesley Escondo, ECCF President & CEO

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FIELD OF INTEREST FUND SPOTLIGHT

Field of Interest Funds support grantmaking in specific areas donors care about—such as education, health, the arts, or the environment—ensuring their gifts make an impact where it matters most.

Through this responsible stewardship, ECCF aims to continue HSHS’s tradition of fostering a vibrant and resilient community.

To guide future grantmaking, the Hospital Sisters of St. Francis Foundation has partnered with AMK Nonprofit Coaching LLC to assess community needs related to grief support and holistic healing. The findings from this study will help maximize the impact of these resources.

For decades, the Foundation of HSHS Sacred Heart Hospital and HSHS St. Joseph’s Hospital has played a vital role in enhancing community health.

This transition ensures that its mission continues, while also expanding ECCF’s capacity to support health-focused initiatives. The additional funds are expected to generate more than $370,000 in annual grantmaking, strengthening programs that address health disparities and promote wellbeing across the region.

ECCF was selected alongside the Community Foundation of Chippewa County, Chippewa Valley Technical College Foundation, and the Catholic Foundation of West Central Wisconsin to steward these critical resources.

We are grateful to HSHS for its commitment to ensuring these endowments fulfill their intended purpose and for trusting ECCF to carry forward their impact.

Aubre’s Fund Beckermann Family Fund Children’s Legacy Endowment Fund Community Health Endowment Fund Daniel and Mary Ann Ogan Educational Fund Denise Murch Memorial Fund Dr. Joseph M. and Jean M. Tobin Family Fund Draper Hills Financial Literacy Endowment Fund Edna Hood Memorial Fund Education Fund Eldon and Josephine Hill Financial Literacy Fund Emil and Patricia Rinaldi Family Endowment Frawley Trust Endowment Fred and Evelyn Fey Family Endowment Fuerstenberg Family Fund Jim and Kathy Pinter Mental Health Fund John and Jane Lokken Fund Junior League of Eau Claire Endowment Fund Laura and Duane Hookom Family Fund

Louis and Janet Frase Fund M&J Employee Impact Endowment Fund Marten Transport Cancer Care Education Endowment Mason Family Endowment Mayo Clinic Health System Children’s Health Fund Mental Health Support for Law Enforcement Endowment Fund Michael Lund Memorial Fund Nellie and John I. Kaiser Memorial Fund Opportunities for All Children Legacy Fund Physicians’ Community Impact Fund Royal CU and ECCF Nonprofit Professional Development Fund Security Financial Bank Health Endowment Susan and Roger Tietz Endowment Victoria E. Finstad Fund Women’s Giving Circle Endowment Fund

NEW IN 2024

The combined impact of these endowments will further ECCF’s mission of supporting a healthier, more equitable Chippewa Valley for years to come.

Former HSHS Building | Eau Claire, WI

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THE WILDENBERG FAMILY FUND

DONOR ADVISED FUND SPOTLIGHT

Donor Advised Funds, or DAFs, allow individuals, families or businesses to be fully involved in their philanthropy.

Fundholders have the flexibility to recommend grants to their charitable interests, while ECCF handles all the paperwork.

INSPIRED TO GIVE, READY TO ACT For the Wildenberg family, giving back has always been a shared value—something they witnessed firsthand through the kindness and generosity of people close to them, including family friend Jason Beckermann and Joe’s mother, Janine Wildenberg. It was through their encouragement and example that the family discovered the Eau Claire Community Foundation and felt inspired to start a fund of their own.

The Wildenberg Family Fund was created from a simple but powerful belief: that shared experiences—especially those involving movement, play, and time spent outdoors—can bring people together and strengthen a community.

WILDENBERG FAMILY

Their grantmaking reflects this vision, supporting outdoor recreation, active play, and projects that help people feel connected. As they became more involved in their philanthropy, the Wildenbergs quickly came to see ECCF as more than just a place to give.

“The community of people connected to ECCF has been an incredible resource,” they shared. “We’ve discovered opportunities we never would have known about on our own.” ECCF is a behindthe-scenes catalyst in the region—offering funding opportunities and connections that many donors don’t know exist until they get involved.

For the Wildenbergs, this journey is about being thoughtful stewards of their giving—supporting ideas that bring people together and strengthen the community. “We love this community, and being part of ECCF has shown us how many others do too.

It’s a reminder that every act of giving, no matter the size, can make a difference.”

“The right opportunity to make a difference often comes when you least expect it—and having a fund means you’re ready to say yes.”

5 Martins’ Family Fund Jeff and Sue Ellen Kowieski Family Fund Access Eau Claire Fund Jeffrey and Karen Jones Family Fund Andrew and Brenda Schlafer Family Fund Jennifer Hanson-Bremer & Greg Bremer Family Fund Anonymous Donor Advised Fund Jerry and Sue Bauer Family Fund Anonymously Fund John and Betsy Kell Family Fund Babbette’s Seeds of Hope Fund John and Tami Satre Family Fund Billie G. Macaul Memorial Fund John Matthew Fesenmaier Children’s Fund Bob and Louise Barfknecht Fund Jon N. and Maureen S. Homstad Family Fund Brotoloc North Mental Health Fund Kanz Family Fund Carlson Family Fund Karen Overhulser Fund Charles and Joanne Graaskamp Fund Katharine’s Wish - Everett/Rhoten Family Fund Christopher J. and Julie A. Hasenberg Family Fund Kathy and Jeff White Family Fund Chuck and Lori John Shoemaker Family Fund Ken Vance Foundation Fund Cindy Schlosser and Paul Wagner Fund Kiwanis Club of Eau Claire Endowment Fund Clark Family Fund Koehn Family Endowment Fund Cody and Molly Filipczak Family Fund Krause Family Fund Dan and Debbie Market Family Fund Kristo Family Fund David B. and Dorothy H. Owen Family Fund L & M Foundation, Lois and Marlin Mueller Fund David T. Bodeau and Family Fund Larry E. Fischer Fund Dick and Marlene Cable Family Fund Larson Family Fund Dr. Ronald and Patricia Lange Family Fund Lasker Star of Hope Fund Eau Claire Community Parks Association Fund Leonard E. Gibbs Fund to Promote Excellence in Frederikson Family Fund Evidence-Informed Practice in Grewe Family Fund the Helping Professions Hasenberg Financial Group Charitable Foundation Mattoon Family Fund Jack and Carol Bartingale Family Fund Mayer Family Fund James and Valerie Fedie Fund Michael and Jane O’Meara Family Fund Janet Barland Fund Mohr’s Eau Claire Ford Lincoln Endowment Fund

My Dad - Milton and My Mom - Elnora Siker Fund Norm and Mary Ellen Keller Fund O’Halloran Family Fund Pabich Trust of 2004 Fund Pat and Sue Quinn Recreational Fund Paul and Jill Kulig Family Fund Paul and Karen Kohler Family Fund Paul Del Torto Fund Philip and Janice Happe Family Fund Phillip and Barbara Fey Family Fund Rev. Kurt M. Jacobson Family Fund Richard J. Ziemann Fund Robert R. Southard Memorial Fund Scobie Family Fund Stephen and Kristine Bien Family Fund Talley Family Fund Terry and Flo Sheridan Family Fund The Thurston “It’s the little things” Family Fund Thomas and Jill Barland Fund Thorpe Peltier Family Fund Tim and Carol Olson Family Fund Wildenberg Family Fund William and Kathryn Bergman Fund Young Family Fund

NEW IN 2024

—The Wildenberg Family

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Fossil Dig Zone | Children’s Museum of Eau Claire

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ROGER & BETTY DAVIS FUND

DESIGNATED FUND SPOTLIGHT

Designated Funds allow donors to provide ongoing support to specific nonprofits they care about—creating a lasting legacy for the causes closest to their hearts.

Bauer Built/Jerry and Helen and Karl Andresen Family Sue Bauer Endowment Endowment for Special Needs Fund Chippewa Valley Free Clinic Reach Foundation Buzz and Mary Ann Higbee Family Fund Minton Fund Courte Oreilles Lakes Association OutdoorMore Inc. Hoefgen Family Fund Chippewa Valley Museums Chippewa Valley Symphony, Ltd Endowment Fund Eau Claire Chamber Orchestra Chippewa Valley Museum Family Promise of the Dean J. Arnold CVM Chippewa Valley Archivist Intern Fund Feed My People Food Bank Chippewa Valley Museum Pablo Center at the Confluence Dean J. Arnold Endowment Fund YMCA of the Chippewa Valley Chippewa Valley Museum Hubbard and Kathryn Eau Claire Community Foundation Robbins Family Fund Eau Claire Public Schools Foundation Eau Claire Area School District Dr. Joseph M. and Imagination Library Fund by the Jean M. Tobin Fund Family Resource Center Dartmouth College Fund Jeanne Richie Memorial Mt. Holyoke College Puddle Jump Dr. Michel and Cathy Sultan Fund Eau Claire Area School District Chippewa Valley Free Clinic John and Lela Thompson Fund ECPD Community Crisis Fund Chippewa Valley Museum Eau Claire Police Department L.E. Phillips Senior Center ECPD K9 Fund Spirit Lutheran Foundation Eau Claire Police Department KMAC Landmark Conservancy Fund Gary and Sonya Tourville Landmark Conservancy Family Fund Kyanna Joy Darnell Flutter Augusta Area Foundation Buster Fund YMCA of the Chippewa Valley School District of Altoona

School District of Owen-Withee L.E. Phillips Memorial Public Library Fund L.E. Phillips Senior Center Endowment Fund Lac Courte Oreilles Legacy Fund Courte Oreilles Lakes Association Lloyd and Patricia Everhart Fund Bolton Refuge House, Inc. Boys & Girls Clubs - Lee & Mary Markquart Center Feed My People Food Bank Hope Gospel Mission Lyle and Karyn Quandt Fund Special Olympics Wisconsin Monsignor Klimek Healing Presence Fund Eau Claire Community Foundation Public Gardens Fund Eau Claire Area Master Gardeners Association Eau Claire Garden Club Ralph Owen Disaster Relief Perpetual Fund American Red Cross-Northwest Wisconsin Chapter Roger and Betty Davis Fund Chippewa Valley Museum Chippewa Valley Symphony, Ltd

EMBRACING OPPORTUNITY For Roger and Betty Davis, the arts have always been more than just entertainment—they’re a source of joy, reflection, and connection. Whether enjoying a local performance or exploring a museum exhibit, they’ve experienced the powerful role creativity plays in building a vibrant, engaged community.

In 2020, the Davises decided to turn their appreciation into action by establishing the Roger and Betty Davis Fund at ECCF. Rather than choosing just one organization to support, they saw the opportunity to uplift multiple groups that bring vibrancy to Eau Claire’s cultural landscape. Today, their Designated Fund provides annual grants to six arts and culture organizations they care about.

ROGER AND BETTY DAVIS

Each year, as the fund grows, so does its capacity to foster the arts, ensuring that these cultural pillars can continue to inspire, entertain, and educate our community. A Designated Fund like theirs offers more than just financial support—it creates a steady, growing foundation that sustains Eau Claire’s creative energy for future generations.

ORGANIZATIONS IMPACTED

BY THIS FUND • • • • • •

Chippewa Valley Museum Chippewa Valley Symphony Chippewa Valley Theatre Guild Eau Claire Chamber Orchestra Pablo Center at the Confluence University of Wisconsin–Eau Claire Foundation

“We just wanted to have a positive impact… the talent in our community is outstanding, and we want to help keep it going!”

- Roger and Betty Davis

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Learn more about Roger and Betty’s philanthropic goals:

Chippewa Valley Theatre Guild Eau Claire Chamber Orchestra Pablo Center at the Confluence UWEC Foundation Sculpture Tour Eau Claire Endowment Fund SS Safari All-Star Fund Bob’s House for Dogs Fierce Freedom Stromwall Family Student Emergency Fund CVTC Foundation, Inc. Thomas and Joyce Bruckner Fund American Red Cross-Northwest Wisconsin Chapter Family Promise of the CV Feed My People Food Bank Warloski Family Fund Chippewa Valley Museum Chippewa Valley Symphony, Ltd Pablo Center at the Confluence Western Wisconsin Medical Society Fund Chippewa Valley Free Clinic Epilepsy Foundation of Wisconsin

NEW IN 2024

Live Concert | Chippewa Valley Symphony

FOUNDATION FUNDS ACORN

Donors can invest as little as $500 up front and add tax-deductible contributions for up to five years. Once the Fund matures into a permanent endowment fund, it can begin issuing grants.

AGENCY ENDOWMENT

Agency Funds are established by nonprofits to provide ongoing operational support for their organizations.

FISCAL SPONSORSHIP

Established by nonprofits to provide sustained operational support for their organization.

Al and Peggy Jones Fund Ann Gunderson Thornburg Fund Chippewa Valley LGBTQ+ Community Center Endowment Fund Dave and Tammy Swanson Family Fund Duane and Joan Dingmann Family Fund Fred and Kay Magadance Fund Greg Fesenmaier Fund John C. and Margaret M. Hagen Family Fund Louis G. Arnold Fund

M. Vergin Family Fresh Start Fund Mark and Donna Faanes Family Fund Mary Ryan-Miller and Thomas Miller Fund Paul and Lynn Seipel Fund Pets Are Family Fund St. Mary's After-School Program and Tutoring Fund Steven B. Lange Memorial Fund Stokes Herzog Family Fund Tom Lindsey Conservation Fund

Beaver Creek Reserve The Citizen Science Center Fund Jim Schwiebert Butterfly House Fund Tom Thompson and Barb Menzies-Thompson Nature Fund The Henke Acres Fund Doug and Kate Lindsay Adventure Fund Boys & Girls Club of Lac Courte Oreilles Giniigaaniiminaang! For our Future Boy Scouts of America Chippewa Valley Council Endowment Fund Chippewa Valley Museum Chippewa Valley Museums Endowment Fund CVM - Wisconsin Logging Museum Fund Eau Claire Children’s Theatre Endowment Fund Family Promise of the Chippewa Valley Fund Feed My People Endowment Fund Flying Eagles Ski Club Endowment Fund Foundation for the Endowment of the American Birkebeiner, Inc. Richard Pierce (Torstein) & Sandy Lampman Trail Support Legacy Fund

Bidwell Engebretson Tusen Takk Volunteer Support Fund Schwartz Miller Scholarship Fund Forerunner Fund Priority Fund Friends of United Cerebral Palsy of West Central Wisconsin, inc.

United Cerebral Palsy Endowment Fund Goodwill Industries Fund Hope Gospel Mission Endowment Fund Landmark Conservancy Chippewa River Watershed Fund Landmark Conservancy Fund for the Mary E. Fitz Memorial Park L.E. Phillips Memorial Public Library Agency Fund L.E. Phillips Senior Center Agency Fund Literacy Chippewa Valley LV-CV Legacy for Literacy Fund NorthLakes Community Clinic Fund The Community Table Agency Fund YMCA of the Chippewa Valley Young Men’s Christian Association of Eau Claire Endowment Fund

Carson Park Baseball Stadium Renovation Fund Confluence Building Fund Story Builder Campaign for the L.E. Phillips Memorial Public Library Expansion Fund

Western Dairyland Housing and Day Resource Center Campaign Fund

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PASS-THROUGH

Ann Gunderson Thornburg Cody and Molly Filipczak Designated Jon and Maureen Homstad Designated Kristo Family Foundation Fund M&J Employee Impact Grant Fund Mental Health Support for Law Enforcement Grants Fund Michael & Jane O’Meara Fund Operations Fund

Pat and Sue Quinn 2025 Fund Penny & Jerome Miller Pass-Through Fund Phillip and Barbara Fey Fund Royal CU and ECCF Nonprofit Professional Development Grants Fund Women’s Giving Circle Grants Fund Women’s Giving Circle Operations Fund

SCHOLARSHIP

Altoona School District Larry E. Fischer Scholarship Talha Aslam Memorial Scholarship Chippewa Valley Technical College Ida B. Fischer Scholarship Eau Claire Area School District Alvin and Marcia Lechleitner Scholarship Memorial High School Class of 60 Scholarship Stromwall Family Scholarship Elk Mound School District Clarence and Isabel Berger Family Scholarship Elk Mound High School Alumni Scholarship Gilman School District Gilman Alumni Scholarship Fund Independence School District Arnold and Marie Maliszewski Agricultural Scholarship Fund

Doris J. Bautch STEM Scholarship Fund Independence Public School Memorial Scholarship Fund Isaac’s Memorial Scholarship Fund Laura Graul Memorial Scholarship Fund RAPS DOC Scholarship School District of Janesville and School District of Beloit My Dad-Milton and My Mom-Elnora Siker Endowed Scholarship School District of Loyal Draper Hills Scholarship Fund School District of Spring Valley Eldon and Josephine Hill Scholarship Fund South Shore School District Cody and Molly Filipczak Scholarship Fund

Pass-Through Funds are flexible, short-term funds that support specific projects, events, or campaigns—perfect for donors or groups with a focused purpose and immediate goals.

Scholarship Funds support students in pursuing education or training, with criteria tailored to reflect the donor’s goals—whether based on field of study, academic achievement, financial need, or school affiliation.

RCCF FUNDS Anita and George Lawrence Covenant Fund Bartig Family Scholarship Fund for Ladysmith High School Bruce Alumni Scholarship Fund Dan Glaze Scholarship Fund Dennis B. Kovac Fund Dennis R. Van Wey Legacy Fund Dukerschein Scholarship for Flambeau School Economic Development Fund for Rusk County Ek Fund for Musical Arts Flambeau Forever Foundation - Academics Flambeau Forever Foundation - Activities Flambeau Forever Foundation - Athletics Flambeau Valley Arts Association Fund GIVE 365 Rusk Endowment Fund

GIVE 365 Rusk Grants Fund Gordon and Beverly Dukerschein Donor Advised Fund Hawkins Forever Fund Honor the Fallen Pass-Through Fund Jack and Jackie Pederson Donor Advised Fund Joseph R. Geisler Scholarship Fund Kyle Kempen Memorial Scholarship Fund Ladysmith Christian Church Endowment Fund Larry and Shirley Dukerschein RCCF Fund Lorkowski Scholarship Fund Norda, Inc. Non-traditional Scholarship Fund Partners of Marshfield Medical Center-Ladysmith Fund Raising Highly Capable Kids Pass-Through Fund

RCCF Community Grants Fund RCCF Operations for Tomorrow Fund RCCF Operations Fund Rusk County Animal Shelter Building Sustainability & Enhancement Fund Rusk County Helping Hands Fund School District of Ladysmith Educational Enrichment Fund (LEEF) School District of Ladysmith Scholarship Fund Servite Center for Life Advised Fund Shane Jenness Special Needs Fund Smith/Allen Family Charitable Fund Women with Courage Endowment Fund

NEW IN 2024

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BUILDING FOR TOMORROW

WAYS TO GET INVOLVED 1. START A FUND ASSETS ACCEPTED • • • • • • •

Cash donations Stocks, mutual funds, and other securities Privately held business interests Life insurance policies Retirement assets (IRA/QCD) Real estate and mineral rights Tangible personal property

Establishing a charitable fund is easy and can be tailored to your philanthropic goals. We offer a variety of fund types to ensure your passions are supported for years to come.

2. LEAVE YOUR LEGACY A bequest is a simple addition to your will or estate plan, and allows you to make a significant impact without affecting your current financial situation.

3. JOIN A GIVING CIRCLE Engage in collective philanthropy through ECCF's giving circles like the Women's Giving Circle and the Physicians' Community Impact Fund, which focus on specific community needs.

4. GIVE TO AN EXISTING FUND

WAYS TO GET INVOLVED LEGACY SOCIETY COMMITTEES BOARD AND STAFF FINANCIALS

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With over 370 funds to choose from, ECCF makes it easy to find a purpose that aligns with your passions and values. From education and the arts to healthcare and the environment, each fund supports meaningful initiatives that strengthen our community.

5. PASS-THROUGH GIVING Create a non-permanent fund to support short-term initiatives, ideal for specific projects or campaigns that require immediate funding.

FOREVER | 2024 ANNUAL REPORT

MAKE A LASTING IMPACT

A LEGACY OF GIVING

Thank you to our Legacy Society members for their vision, generosity, and commitment to the future of the Eau Claire area.

ECCF LEGACY SOCIETY

When individuals include the Eau Claire Community Foundation in their wills, trusts, or estate plans, they are honored as members of the Legacy Society—a group of generous donors committed to strengthening our community for generations to come. Many choose to make these arrangements during their lifetime, ensuring their philanthropic values are clearly reflected and celebrated today.

GREG BREMER & JENNIFER HANSON-BREMER, LEGACY SOCIETY MEMBERS

“As part of the Legacy Society, it ensures not only that nonprofits we love will have the support they need to serve future generations, but that future generations of our family can be involved in providing that support.”

-Greg Bremer

INTERESTED IN JOINING THE LEGACY SOCIETY?

Here are a few common ways to create a legacy gift by naming ECCF as a beneficiary: • IRA or 401K • Life Insurance • Charitable Trust • Annuities • Property/Real Estate • Business Interests • Wills & Trusts

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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 Doris J. Bautch Bill & Winnie Bean Jason & Jennifer Beckermann William* and Kathryn Bergman Miss Priscilla Berry Stephen & Kristine Bien William A. Bingham* Roy Bingham and Anna Knobel Bingham* Preston & Mary Kay Bissell* Bill & Beth Blackburn Don & Kim Bodeau Robert & Andrea Bodeau Thomas & Susan Bornick Mel* & Leann Breed Gregory Bremer & Jennifer Hanson-Bremer Daniel F. & Margaret J. Brown* Susan J. Bruce* Thomas & Joyce* Bruckner Jim Carter* & Victoria Miller David and Mary Ciresi Carol Craig Roger & Betty Davis Paul Del Torto Duane & Joan Dingmann Arnie & Lois Domer*

Don* & Jan Etnier B.J. & Bea Farmer* Jennifer & Joseph Fesenmaier Phillip and Barbara Fey Cody Filipczak Victoria E. Finstad Larry E. & Ida B.* Fischer Heidi Fisher Dr. Louis & Janet Frase Roy & Janice Fuerstenberg Richard T. Gannon Leonard E. Gibbs* & Mary E. (Betsy) McDougall Gibbs Ann Grewe Charles and Joann Graaskamp* Charles & Becky Grossklaus Ann Gunderson Thornburg Cindy L. Hangartner Christopher & Julie Hasenberg Dick & Karen Hebert Mark & Lois Helland Lawrence Henkel Dr. Eldon Hill* Bernard & Karla Hoefgen Scott and Ann Hoffmann Jon N. & Maureen S. Homstad Edna Hood* Duane & Laura Hookom Rev. Kurt M. Jacobson Scott and Shelly Janke Al & Peggy Jones John Kaiser & Marcia Van Beek Dr. David & Alice Katz Betsy Kell Dr. Daniel & Kerry Kincaid

Marianne & David Klinkhammer Joseph Koehn* Kathy Kovell Carol Larson Thomas G. Larson Richard D. & Marcia D. Larson John & Jane Lokken Dan May and Kristine MacCallum Sherry L. Macaul Melania Madis* Keith* & Alison Martin Buzz & Mary Ann Minton Thomas Misfeldt & Lisa Stark Esther M. Moen Gregg & Emily Moore John Moseng & Sandee Kosmo Lois & Marlin Mueller Jon & Erika Munger Karl Murch Charles D. & Sue E. Nyberg Daniel & Mary Ann Ogan Rick & Carol Olson Tim & Carol Olson Karen Overhulser Tim & Denise Pabich Jim & Kathy Pinter Jack & Lois Postlewaite Lyle & Karyn Quandt Pat & Sue Quinn Jackie & Ken Rasmussen Molly Reijo Duane & Ruth Sackett* Andrew & Brenda Schlafer William & Kathleen Schoener Cindy Schlosser & Paul Wagner

Robert & Rosemary Scobie* Steve & Kaye Senn Flo & Terry* Sheridan Chuck Shoemaker Jr. & Lori John-Shoemaker Bradley J. & Janet E. Smith Kevin Smith Vernon* & Jo Ann Smith Jerry & Beth Speckien Sarah Stokes Herzog & Chris Herzog Jack Stromwall* S. M. and K.S. Strzok-Scheidegger Dave & Tammy Swanson Robert J. & Carol Klun Swanson Donald & Laura Talley Amy E. Thurston John Thurston* Susan K. & Roger Tietz Dr. Joseph M. & Jean M. Tobin* Gary* & Sonya Tourville Dr. Peter Ullrich & Susan Pittman Kenneth C.* & Roberta M. Vance Jan & Kathryn* Ver Hagen Ron* & Johanna Warloski Paul & Cheri Weinke Kathy & Jeff White Bonnie Wright Dr. Jack & Cleo Young Darrel & Kimberly Zaleski Anonymous (6) * Denotes Deceased

FOREVER | 2024 ANNUAL REPORT

GUIDED BY PURPOSE 2024-2025 COMMITTEE MEMBERS AUDIT COMMITTEE Jeff Kowieski, Chair Tom Larson Linda Danielson John Satre Karl Murch COMMUNICATIONS COMMITTEE Amelia Daniels, Chair Meghan Bauer BJ Hollars* Katie Murphy Michael Strubel Linda Murch DEVELOPMENT COMMITTEE Andrew Schlafer, Chair Jason Beckermann, MD Greg Bremer Jason Plante Jack Postlewaite Susan Rowe Paul Weinke

28

GIFT ACCEPTANCE COMMITTEE Jeff Kowieski, Chair Tom Larson Linda Danielson Mark Faanes Jane Lokken Wayne Peters Paul Weinke Karl Murch GRANTS COMMITTEE Jackie Rasmussen, Chair Dave Anderson Alex Brandt Julian Emerson Lesley Frederikson Brad Grewe Gretchen Hudacek Heather Johnson-Schmitz Courtney Kanz Allen Keniston Marianne Klinkhammer Leslie Lyons Thomas Misfeldt Jane O’Meara

Becky Seelen** Flo Sheridan Caitlin Suginaka Pakou Thao* Paul Wagner Cheri Weinke** INVESTMENT COMMITTEE Paul Kulig, Chair Mike Conner Cody Filipczak Chris Hasenberg Bill Hilgedick Jonathon Meinholz** Jeff Kowieski Dave Pokrandt* John Satre Dan Shoemaker Laura Talley Dale Wood NOMINATIONS COMMITTEE Jeff Kowieski, Chair Tom Larson Linda Danielson Mark Faanes

FOCUSED ON FOREVER *TERM ENDING 2024 ** NEW IN 2025

2024 BOARD OF TRUSTEES

Jane Lokken Laura Talley Sue Tietz Paul Weinke Karl Murch

Tom Larson, Chair Jeff Kowieski, Vice Chair John Satre, Treasurer Cindy Hangartner, Secretary Linda Danielson, Past Chair

OPERATIONS COMMITTEE John Satre, Chair Tom Dow Julia Kyle, MD John Satre Sue Tietz Dale Wood* Paul Kulig* PERSONNEL COMMITTEE Tom Larson, Chair Linda Danielson Deb Marshall Shelly Pryse Laura Talley Sue Tietz Karl Murch* EX OFFICIO ECPSF Grant Beardsley

Grant Beardsley Jason Beckermann, MD Greg Bremer Mike Conner Amelia Daniels Cody Filipczak Paul Kulig Julia Kyle, MD Katie Murphy Jackie Rasmussen Andy Schlafer

ECCF STAFF MEMBERS Wesley Escondo

Rebecca White Body

Erin Dayton

Monica Olson

Sue Bornick

Isaac Tester

President & CEO

Operations Director Donor Services Director

Brenna Lindsey-Schrupp Communications & Scholarship Coordinator

Program Coordinator Financial Assistant Graphic Designer

FOREVER | 2024 ANNUAL REPORT

2024 FINANCIAL REPORT WITH THE CONTINUED TRUST AND GENEROSITY OF OUR DONORS, THIS YEAR MARKED A PERIOD OF SIGNIFICANT GROWTH FOR OUR FOUNDATION.

“We are truly grateful for the opportunity to support the organizations making a lasting impact in our community, and we remain committed to stewarding these resources with care, integrity, and purpose.”

-Wesley Escondo, President & CEO

2024

2023

12,852,729

10,773,041

Administrative Fee Revenue

60,529

51,861

2022

Investment Gains (Losses)

3,908,096

4,332,025

2021

Total Contributions

2024

$60,295,737 $46,549,160

2023

$31,671,179 $36,406,646

2020

$16,821,354 $15,156,927

2019

3,682,419

2,043,404

2017

Scholarships

95,446

81,894

Program

283,818

272,477

Fund Development

161,072

147,981

Management & General

272,172

258,837

Total Allocations & Functional Expenses

$4,494,927

$2,804,593

Total Revenue Grants

Net Assets Additional Growth

13,816,256

12,486,793

Beginning of Year

40,340,098

27,853,305

End of Year Net Assets $54,156,354 $40,340,098 Total Assets

30

TOTAL ASSETS

BY YEAR

$60,295,737

$46,549,160

$35,197,793 $29,184,848

2018

$22,090,674 $21,953,481

2015

$17,147,669

2010

$6,252,551

2005

$4,177,367

1997

$1,074,049 0

$5M

$10M

$15M

$20M

GRANTS AWARDED

$3.7+ Million TOTAL ASSETS

$60+ Million

$25M

$30M

$35M

$40M

$60M

FINANCIAL PREPARATION •

ECCF assets are in a balanced portfolio of pooled investments that maximize fund growth and encourages, facilitates, and manages long-term philanthropy. Both the Diversified Portfolio and the Socially Responsible Portfolio are managed by Morgan Stanley.

•

The Intermediate Portfolio is managed by Badgley + Phelps Wealth Managers.

•

Financial Statements are prepared by CliftonLarsonAllen, LLP, the Audit and 990 is completed by Bauman Associates, LTD.

Figures listed are unaudited and include agency and non-agency funds. Additional audit report information is available upon request.

Please contact ECCF for additional information on audited financials and IRS Form 990.

Non-Profit Org U.S. POSTAGE PAID Eau Claire, WI Permit No. 1557

UPCOMING EVENTS September 25 Autumn Social

Eau Claire Community Foundation

October 7 WGC Educational Event October 16 Professional Advisor Event November 3 WCG Annual Meeting

Layout & Design Isaac Tester

November 12-18 Community Foundation Week

Photography Connor Miller Tanner Thompson Jamie Delight Photography

December 2 WGC Gift of Giving

Certified for Excellence.

Accountability. Impact.

Confirmed in compliance with National Standards for U.S. Community Foundations.

info@eccfwi.org

715-552-3801

eccfwi.org