William Quarton Heritage Society Booklet 2017

HERITAGE SOCIETY 2017

YOU ARE ENSURING THE FUTURE OF OUR COMMUNITY The William Quarton Heritage Society is one of the premiere giving societies in our region. Members like you have a shared belief in the power of charitable giving to change our community for the better.

Thank you for being part of this family of more than 400 philanthropists. Together, you are agents of transformational change.Your commitment to the future of our community is noticed and we are proud to be your partner.

TABLE OF CONTENTS

Letters of Intent

4

Julich Family Plans for the Future

5

Luncheon Recap

7

List of Members

11

Nonprofits with Endowments

16

Development Team

18

CHARITABLE LETTERS OF INTENT Clarify Your Commitment and Communicate Your Wishes A letter of intent allows you to share your motivations, hopes and goals with successor trustees and beneficiaries of your philanthropy in a clear and enduring way. Some or all of the proceeds from an estate or trust can be directed to an established, or future, fund at the Community Foundation.

This structure provides maximum flexibility now and avoids exhausting your estate or trust.

This letter will instruct the Community Foundation of your philanthropic preferences. If you change your mind about your charitable focus, the letter of intent to the Community Foundation can be rewritten without redrafting your estate plan.

4

Daryl and Leslie Julich When preparing their estate plans, Daryl and Leslie Julich named the Community Foundation as the beneficiary of 10% of their estate, to create the Daryl and Leslie Julich Endowed Fund. A letter of intent specifies that grants made from the fund will support five nonprofit organizations they care about, forever.

JULICH FAMILY PREPARES LETTER OF INTENT TO PLAN FOR THE FUTURE Daryl and Leslie Julich have always been committed to giving and have been involved in volunteer roles with area nonprofits. For many years, Daryl volunteered with Waypoint Services and the Catherine McAuley Center; in addition to his time, he gave small contributions when he could. Leslie’s charitable involvement began with the American Cancer Society. She now serves on the board of the YMCA of the Cedar Rapids Metropolitan Area.

While Daryl and Leslie both grew up in other communities, it’s clear they’re deeply committed to Cedar Rapids.

“We wanted to give back to the community here,” says Leslie, “because Cedar Rapids is such a great place to raise a family and it’s so easy to be involved in the community. You feel like you can make a positive difference.”

The couple approached the Community Foundation, initially intending to make one large contribution.

“We met with Michelle Beisker, Vice President of Development,” Daryl recalls, “and she explained that we could create something where our gift would continue to grow, and that way, we could have a greater impact on our community.”

As part of their estate planning, Daryl and Leslie Julich named the Community Foundation as the beneficiary of 10% of their estate, to be used to create the Daryl and Leslie Julich Endowed Fund.

The couple drafted a letter of intent clarifying their intention to support “education, health and welfare of children, women and families.” The letter specifies that grants made from the fund will support five local, named nonprofit organizations.

5

“The letter of intent was part of our process of planning for the future,” explains Leslie. “We knew that we wanted the remainder of our assets to go back to the community after we’re gone.”

“It’s really easy,” she adds. “It’s almost like a one-stop shop.”

“It’s comforting to know that the people involved with the foundation are doing this from their hearts,” Daryl explains.

“They want to help us make an impact and improve our community.”

Leslie agrees, “They have an excellent reputation and it put us at ease to know that our money would be safely handled and put to good use to support the organizations we specified.”

Celebrating Your Commitment to Our Community’s Future William Quarton Heritage Society Luncheon On June 22, 2017, nearly 120 members gathered for the 14th annual William Quarton Heritage Society Luncheon.

Leaving a legacy through a planned gift is a commitment to the future of our community. When Bill Quarton made his historic planned gift to the Community Foundation, he said he could not see the needs that might emerge beyond his lifetime, but he wanted future leaders to be able to respond through his gift to the Community Foundation’s unrestricted funds.

Like you, he cared about the future well-being of our community.

The William Quarton Heritage Society Luncheon provides a time and place each year to celebrate this shared belief. Your generosity makes this annual gathering of philanthropists in our community an inspiring tradition.

For a summary of the 2017 event, visit https://www.gcrcf.org/william-quartonheritage-society-luncheon/

7

9

WILLIAM QUARTON HERITAGE SOCIETY You are a member of the William Quarton Heritage Society in recognition and honor of the permanent gifts you’ve made at the Greater Cedar Rapids Community Foundation through a planned gift or the establishment of an endowed fund. Planned gift options include naming the Community Foundation as a beneficiary in a will, charitable remainder trust, charitable gift annuity, life insurance policy or retirement fund.

The William Quarton Heritage Society is named in honor of William B. Quarton. Bill was a longtime resident and a pioneer in radio, television and cable television. He was a supporter and advocate for the Community Foundation for more than 20 years until his passing at age 104 in August 2007. He made the single largest gift in the history of the Community Foundation through his estate. Because his gift – like your gift – established an endowment, it will benefit the community in perpetuity.

William B. Quarton

William Quarton Heritage Society Members Andrew and Elizabeth Aalderks Justin* and Mildred* Albright Kathleen Lower Aller and Tom Aller Robert W. and Elizabeth M. Allsop Ruth M.* and Clifford M.* Altermatt Edward J.* and Betty* Altorfer James and Sharon Altorfer Anna O.* and William G.* Anderson Gary L.* and Alice* Anderson Thomas J. and Sarah E. Anderson William H. Anderson Marian J. Arens Scott and Sheryl Arensdorf Carl* and Jacqueline* Aschoff Jean H. Ashby* Robert J. Assink Helen (Skippy) Bell Atherton Pat and Judy Baird Roger and Angie Baker Susan Baker Daniel R. Baldwin Jon and Deborah Bancks Judith and Bruce Barnes

Lorna M. Barnes Bill and Lu Barron Alice* and Richard G.* Bausch Gordon and Jann Baustian Ruth Opal Beatty* and Family F. William Beckwith Dean and Gale Beer Michelle and Craig Beisker Tom and Kelly Belin Bob V. Bengtson Peter F. Bezanson* Orville Bloethe* Bob and Judy Blommer Barbara Bloomhall and William A. Bloomhall, Sr.* Bill Bloomhall Jan Bloomhall John and Cindy Bloomhall Wilma J. Blosser Katheryn Boatman Scott and Joann Bogguss David Bowser and Linda Vance Gordon and Diana Lynn Bowser Michael and Mary Bowser Barry and Gilda Boyer Jean Brenneman

Barry and Nancy Brown Ruth L. Hastings Brown* Peter and JoAnn Bryant Bob and Lois Buntz Joanne and Ernest Buresh David H. and Rose Marie Burke Robert* and Mary Burnett William and Patricia Buss Janice and Scott Byers Steven and Joanne Carfrae John Chaimov and Jenny Schulz Richard* and Judith Chandler Allen R.* and Paula Chapman Ivan and Mary Bess Chester Barbara Christiansen Terri and Art* Christoffersen Larry H. Christy Lee and Jay Clancey Jim and Brenda Clancy Brent and Dawn Cobb Patrick and Sandra Cobb Brad and Kathy Colton Loren L. and Patricia A. Coppock Paul and Sara Corbin John and Cordelia Cosgrove Joseph and Kelly Costello 11

Mildred M.* and William C.* Crawford Joe and Sue Cunningham John P. Curran Mary Bingham Daehler* Swati and Arvind Dandekar Beverly Davey Kris and Bryan Davis Heidi and Matthew Dean Betty Debban Tom and Beth DeBoom Dr. and Mrs. Robert K. Dennis Chris and Suzy DeWolf Family Carol and Denver Dillard Jean Ann and Brian Dillman Brian and Teri Donnelly Ann Dorr Kurt and Debora Downey Wendy and David Downey Sutherland C.* and Frances M.* Dows Duncan Family Cindy and Michael Dunn Greg and Wendy Dunn James* and Rosemary Earl Kevin Eck and Sashi Solomon

John and Dana Ehrhart Herbert L.* and Dorothy* Ellingson John R. and Cheryl G. Elliott Susan Elliott-Bryan O.J.* and Viola* Elsenbast John M. Ely, Jr.* and Polly Ely* Gordon and Jean Epping Marsha and Larry Erb LeAnn and Mark Erenberger Norman* and Floy* Erickson Don and Rita Erusha Bertha Etzel* George Etzel Jack and Nancy Evans Dorothy M. and Don L.* Fauser Grace and Dennis Ferreter John P.* and Jean W. Ferring Al and Ellen Fisher Darrell and Dorothy Fisher Robert C. * and Marjorie H. Fletcher Rick and Donna Flynn William B. and Jo Anne F. Galbraith Suresh Ganu Richard and Nancy Garberson

Les and Katrina Garner William and Harriet Gasway David and Susan Gehring Dean and Laura Gesme Meril Geuder* Janice and John Gilmour Charles* and Edith* Glidden Karl Glovik David* and Kathleen Good Rose and LaVern Gordon Dr. Kim William Lyle* and Janelle Graber Carleen and Eugene* Grandon Gary Grant Joan Greenblatt* James and Jo Ellen Haddad Norbert* and Donna* Hahn Lana F. Hake Sarah Halbrook Kathleen J. Hall Kathy L. Hall Jean and Walter* Hammill Ortha R.* and Ken* Harstad Vaughn* and Bernice* Hartzell Leona and Kenneth* Hastie Mary Lou and Donald Hattery

Margaret Haupt* Thomas and Christine Hayden Ted and Tish* Healey Kay and John Hegarty Terry and Linda Heller Ed* and Joan* Hemphill Clifford A. Hendricks Edna A. Herbst* Ruth* and Russell* Hess Jared and Carol Hills Joseph* and Jane* Hladky, Jr. Jim and Ann Hoffman Lumir Honzik* Lee R. Horn* Cleda Houmes Jeanne L. Howell* Claire* and Vernon* Hudek Barbara J. and Ralph E.* Hughes Mary and Al Huneke William B. Quarton* and Jean A. Hunnicutt T.M.* and Dorothy* Ingersol Duane J. and Anne Jasper Sher Jasperse* Howard Jessen Amy C. Johnson 12

David and Mary Johnson G. Richard and Jackie Johnson Kenneth L.* and Mildred M.* Johnson Mildred Joslin and Edward Kemp* Daryl and Leslie Julich Mary and David Junge David and Sherri * Justice Vyrl* and Martha Justice Joseph M. Kacena* Peggy Fashimpaur Kahr George* and Louise* Kalous Suzanne Rosenbaum Katz* Merry* and Bob* Kelley Maureen Kenney Donald and June King Ted and Cheryl King Frank and Geri Kintzle Joe and Carolyn Kirby Thomas and Clara* Kleiman Barbara and James Klein John Stephen Klima* G.T. (Jerry)* and Karen Knox David and Jillian Knutson Kevin and Kathy Knutson Carl* and Mary* Koehler

Peter and Ingrid Kรถlln Marvin Kolosiek David Kubicek Ted and Margaret* Kubicek Mary Ann Kucera Robert and Caroline* Kucharski Lawrence and Kimberly Kudej Nancy Lackner Sheryl Chehak Lamb* and Willis E. Lamb* Robert J. and Sue B. Latham James* and Susan Lavenz Robert and Carol Lehman Annabelle Leimberer* Sylvia Lesenger* Thea and Roger* Leslie Christopher and Jane Lindell Dina and John Linge Ann Lipsky Joan Lipsky* Norman G.* Lipsky and Belle M. Lipsky Beth and Curtis Livengood Hilery Livengood and Ben Fashimpaur John and Laura Locher

Joe and Cherri Lock Alyce and George* Lowe David Mahlke Michele M. Matt Robert and Linda Mattes Doris* and Carl* McClain George and Janelle McClain Bruce and Judy McGrath Jo* and Larry McGrath Lisa and Mike McGrath Mary Kay and Patrick McGrath David and Ruth McGuire Nancy Green McHugh* Helen McKee* Margaret McKnight* Dr. J. Stuart McQuiston* Fredrich and Gretchen Mellberg Nina* and Victor* Merveaux Emily Meyer Tim Meyer Richard and Kathleen Minette Frank and Cheryle Mitvalsky Lyle Moen and Nancy Rash Mike and Ann Mohnsen Tara and Bob Moorman Paul and Jennifer Morf

Craig and Deborah Mrkvicka Kelly and Anne Mulford Kathleen and Ed Mulholland Bill and Cathy Munsell Virginia Myers* Rochelle and Alan Naylor Ron and Sue Neil Gregg and Kate* Nelson John* and Elise* Nelson Kay and Duane Nesetril Greg and Debbie Neumeyer William D. Nordstrom* John and Christine North Jason and Julie Nosek Kristin and Jim Novak Sally Novetzke Wes and Nancy Nygren Michael L. Odell Mark Ogden and Iris Muchmore Forbes* and Ann* Olberg Dennis* and Donna Oldorf David and Carolyn Oliver Ron and Sue Olson Tyler Olson John and Stacie Osako Susan and Steven Ovel 13

Nancy Owen Dave and Anne Parmley Rich and Marion Patterson Jerry and Ann Pearson Tom and Sonja Penaluna Gladys Pepmeyer* Irene H. Perrine* Irene* and Beahl* Perrine Chuck and Mary Ann Peters Delaine and Pete Petersen Jay and Bonnie* Petersen Tom and Cathy Petersen Ann* and David B.* Pickford James A. and Monica M. Piersall Mike Plotz Jewel Plumb Wendy* and Randy Portz Bill and Janis Quinby Shannon B. Ramsay Maurice* and Leona* Rapoport* Mary Jo and David Rater Mrs.Vern W. Reeder* Curt and Sigrid Reynolds Mary E. Rickey* Danielle and Randall Rings Louise G. Roalson

Dr.* and Mrs.* William John Robb Iva C. Robb* Jack and Jackie* Roland Carolyn Pigott Rosberg Gary Rozek Minnie Rubek* Al and Martha Ruffalo Judith Whetstine and Bob Rush John M. and Wilma Ann Wallin Sagers Sara and Jim Sauter Elizabeth Bailie Scherling* Charlie and Lisa Schimberg Walter W. Schneider Hope S. Schultz* Shelley Schultz Dr. Douglas and Patricia Sedlacek Grace Selzer* William D. Severa Larry D. and Claire J. Sharp Paul R.* and Rebecca F.* Shawver Bart and Debra Showalter Laurie and Robert Silber Marilyn and Dayton* Sippy Drew and Jo Ann Skogman Gary and Robin Skogman

Kyle and Susan Skogman LaJuana Skogman Craig and Jean Smith DJ and Abbie Smith Duane and Laura Smith Dyan and John Smith Ellen Smith Marty and Julianne Smith William W. Smith* Al* and Sara Sorensen Robert* and Marion* South Susan and Gary Speicher John Stallman David and Susan Stamm Anita* and Harold Joe* Starman Forrest Stewart* Marlyse and Terry Strait Rodney* and Rosalie Strang Eleanor Streletzky Dawn Svenson Holland and Josh Holland Jean Sweat Robert Synhorst Julie and Byron Tabor Bruce Tarwater Margaret Mott Taylor*

Lisa Winterberg Tesar and Terry Tesar Phil and Cherie Thompson Fred and Bev Timko Kathleen Toborg Dale and Sara Todd Agnes Tokheim* Theodore* and Elizabeth* Trefny Terry Trimpe James and Susan Turner Karla and Clint Twedt-Ball Robert Untiedt Michael and Marla Valliere Lewis* and Harriet* Van Nostrand Josie Velles Kimberly Vine Doug and Robin Wall Ruth Hilda Walterick* Carmen and John Wasta R. Ray* and Barbara* Weeks Maxine* and Ted* Welch Carolyn and Charles* Wellso Guy H. Wendler Susanna Wendler Mabel Wetzler* Dr. R. L. Whelan 14

William P.* and Gayle* Whipple Dorothy J. White* and Robert Dean Metcalf* Peggy Boyle Whitworth* Martin and Diane Wiesenfeld Susan Willey Tiffany Earl Williams Esther and Myron Wilson Larry and Joni Witzel Robert* and Charlotte Worley Gretchen and Keith Wright Jason and Leslie Wright Corrine* and Robert* Yaw David and Cindy Zenk David Zylstra

*Deceased

Endowments Offer You the Opportunity to Sustain Nonprofits into the Future Donors like you have made it possible for nonprofit organizations to establish endowed funds. An endowment is a permanent investment that earns interest for the nonprofit to use for operations.

There is a notable increase in raising endowment support at local nonprofit organizations.

In the 1980s and 1990s, only a few nonprofit organizations made efforts to substantially grow endowments. While some were successful at investing for their future, many more were faced with

urgent financial needs such as program or facility expenses.

But things have changed.

Today, there are many more nonprofit organizations that are including endowment building in their development efforts. While a definitive reason is unclear, it’s likely that crises like the 2008 financial crisis and flood disaster have prompted more donors like you to ask questions about the long-term sustainability of the nonprofit 15

organizations they love. Endowed funds are appealing to donors as a way to sustain an organization’s mission.

The Community Foundation holds over 100 endowed funds for local nonprofit organizations. The funds provide organizations with general operating support, stability during cyclical variances in income, and financial support for areas of high importance to the organization.

Nonprofits with Endowed Funds at the Community Foundation African American Museum of Iowa Aging Services Amana Arts Guild American Gothic House Anamosa Community Hospital Foundation Anna Purna Ghosh Foundation ASAC Big Brothers Big Sisters of Cedar Rapids Boys and Girls Club of Cedar Rapids Bridgehaven Pregnancy Support Center Brucemore Camp Courageous of Iowa Catherine McAuley Center Catholic Worker House Cedar Rapids Museum of Art Cedar Rapids Noon Lions Cedar Rapids Opera Theatre Cedar Rapids Public Library Foundation Cedar Rapids School District Foundation Cedar Valley Habitat for Humanity Cedar Valley Humane Society Coe College Community Health Free Clinic Community Theatre Building Corp.

Discovery Living Eastern Iowa Arts Academy

Ecumenical Community Center Foundation First Presbyterian Church, Cedar Rapids Four Oaks Four Oaks Family & Children’s Services Gems of Hope Harmony Hawks Barbershop Chorus Hawkeye Area Council, Boy Scouts of America HD Youth Center Heritage Area Agency on Aging His Hands Free Medical Clinic Holy Family School System, Cedar Rapids Horizons - A Family Service Alliance Indian Creek Nature Center Iowa Abortion Access Fund Iowa Choral Directors Association Iowa Legal Aid Foundation Iowa Women Lead Change Isaac Newton Christian Jane Boyd Community House Junior Achievement of Eastern Iowa Junior League of Cedar Rapids Kennedy Choral League, Kennedy High School Kids First Law Center Kirkwood Community College Foundation League of Women Voters Linn County

Legion Arts Linn-Mar School Foundation Lisbon Community School District Foundation Lutheran Services in Iowa Marion Public Library Marion Senior Living Community Matthew 25 Mercy Medical Center Foundation Meth-Wick Community Metro Catholic Outreach Metro Youth Football Miracles in Motion Mount Mercy University Mount Vernon Fire Department Mount Vernon Community School District Foundation National Czech & Slovak Museum & Library Oak Hill Cemetery Association Old Creamery Theatre Orchestra Iowa Paul Engle Association for Community Arts Peoples Church Unitarian Universalist, Cedar Rapids Planned Parenthood of the Heartland Prospect Meadows Red Cedar Chamber Music Salvation Army of Cedar Rapids Southeast Linn Community Center

St. George Antiochian Orthodox Church, Cedar Rapids St. Joseph Church, Marion St. Luke’s Health Care Foundation St. Paul’s UMC Foundation, Cedar Rapids St. Stephen’s Lutheran Church, Cedar Rapids Summit Schools Foundation Systems Unlimited, Inc. Tanager Place The Arc of East Central Iowa The Ceramics Center The History Center Theatre Cedar Rapids Trees Forever United Nations Association, Linn County Chapter United Way of East Central Iowa Waypoint Services for Women, Children and Families Westminster Presbyterian Church, Cedar Rapids Willis Dady Emergency Shelter Xavier High School Foundation, Cedar Rapids YMCA of the Cedar Rapids Metropolitan Area Young Parents Network

Please contact us if you would like to learn more about how to support an endowment fund benefiting a nonprofit you care about.

16

Mark Your Calendar: You Won’t Want to Miss This!

A Win-Win: IRA Rollovers • Your retirement savings can benefit causes you care about – and make your money go further.

• Retirement plans are an asset that attract both income tax and estate tax.

• Congress has permanently enacted a provision to allow individuals who have attained the age of 70 ½ to transfer up to $100,000 of assets from their retirement account to a charity.

• Transfers from retirement plan trustees to an endowed fund (other than a donor-advised fund) will qualify for the Endow Iowa tax credit.

• Consult your tax advisor before undertaking this strategy.

Celebration of Community: Good Work & Good People

Please join us for our Celebration of Community event on Wednesday, November 15, 2017 from 4 – 6 p.m. at NewBo City Market. This year’s program will celebrate over 30 good people in our community doing good work at local nonprofits you know and love. We will also present awards to two outstanding and passionate nonprofit professionals in our community. For more information and to RSVP, visit https://www.gcrcf.org/celebrationcommunity/.

Endow Iowa: A Popular Incentive for Endowment Giving

#GivingTuesday

You can amplify support for causes you care about by participating in #GivingTuesday on November 27, 2017! Join thousands of people from around the world and give a gift to a local nonprofit on this day!

Although the Endow Iowa tax credits are expended for 2017, donors who submit their applications now will be first in line for the 2018 tax credits. Credits are awarded in the order they are received by the state. In addition, all qualified donors can carry forward the tax credit for up to five years after the credit is awarded. For more information about Endow Iowa, visit www. gcrcf.org/donors/tax-benefits.

17

Your Development Team We are here to help you make a lasting difference that reflects your commitment to your community. Whether you want to involve your family or company in giving, or discuss planned giving options, the Community Foundation provides personal service and community knowledge. Please contact us if you’d like to talk about your personal philanthropy goals at 319.366.2862.

Les Garner President & CEO les.garner@gcrcf.org

Michelle Beisker Vice President of Development michelle.beisker@gcrcf.org

Susan Willey Director of Planned Giving susan.willey@gcrcf.org

Laura Booth Donor Relations Officer laura.booth@gcrcf.org

Amy Logsdon Executive Assistant and Donor Relations Officer amy.logsdon@gcrcf.org

Christi Smeed Development Assistant christi.smeed@gcrcf.org 18

Josie Velles Director of Development Services josie.velles@gcrcf.org

324 3rd St SE, Cedar Rapids, IA 52401

319.366.2862

www.gcrcf.org