NCCF Newsletter Summer 2017

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Summer 2017

NCCF Disaster Relief Fund is still hard at work in NC In October of 2016, it never occurred to us at NCCF that we would still, in July, be granting, discussing and working with community partners on how to best serve victims of Hurricane Matthew. Imagine what the victims must feel. (See Eight months later at News cycles are usually short, so Hurricane Matthew’s continuing aftermath is not still being widely covered by media, despite its historic proportions and long-term devastation. But a quick recap of some of the metrics* shows why disaster recovery remains central to many eastern North Carolina communities, grantmakers like NCCF, economic development organizations and emerging long-term recovery groups, to name just some of the involved entities. Individuals, business owners and farmers are still dealing with the challenges. An NC Department of Commerce report estimated that the state has nearly $1.8 billion in unmet needs in the areas of housing, infrastructure and economic development. And that doesn’t count the $93 million needed to make up for farm losses

This was a common sight throughout eastern North Carolina following the devastating floods. not covered by the US Department of Agriculture. While emergency funding from the federal government totaled more than $500 million directly after the disaster (not including Federal Emergency Management Agency allocations), dire needs remain. The federal government’s recent response to the State of North Carolina’s latest application for emer-

gency assistance totaled less than one percent of the requested $929 million. The US government answered with $6.1 million in aid, or a 0.7 percent allocation of the request. As of press time, this assistance amount was being appealed. That colossal shortfall places continued reliance on local and state Continued on page 5

Blueprint for Success inspires community leadership Four years ago, the North Carolina Community Foundation began an ambitious plan to re-examine how we can best leverage the passion and talents of our statewide network of local affiliate foundation board members to ensure continued success. The Blueprint for Success was created from that process to provide a strategy that local affiliate boards can tailor to help strengthen their impact. The pivotal framework was born out of countless hours of work from the Affiliate Impact Committee made up of staff, and local and statewide board members. Sally Migliore, NCCF’s director of community leadership, is the staff liaison for the committee and oversees the team responsible for facilitating implementation of the plan. “One of the most important aspects of the Blueprint is how affiliates across the state can serve as connectors and conveners,” she said. “Under the framework, affiliates serve their communities by offering knowledge, connection and influence and then benefit in return from greater visibility and impact.” Advisory board members from affiliates across the state are actively carrying out this important cornerstone of the Blueprint, according to Migliore. She points to the Craven County Community Foundation (CCCF) as a recent example of how an affiliate board can enhance its impact by connecting local leadership around community needs. CCCF’s board of advisors formed an ad-hoc committee to strategically examine key local issues and community needs that present opportunities

Craven County leaders gather to discuss local issues.

for their affiliate to lead. After several meetings, the committee identified homelessness as one of the area’s most pressing issues and pinpointed one local nonprofit organization that could help address the problem: Religious Community Services (RCS). RCS addresses Craven County’s essential needs by offering food, clothing and shelter to those who need it most. Tyler Harris, CCCF board president, was familiar with the work of RCS and knew it was amid a capital campaign to expand its facilities to better serve the community. Harris also saw a unique opportunity to convene community leadership representing local funders and government entities. Thanks to his efforts, the meeting attracted more than 40 leaders representing major funders and elected officials at both the county and city levels. “It was really the first time that all of the major funders had gotten together to hear from one nonprofit,” said Juliet Rogers, RCS executive director. “I’ve never been in a position where so many decision-makers were looking at us at one time. There was so much power and influence in one room.” The collaboration gave RCS the opportunity to raise significant awareness of its expansion campaign and has already directly resulted in pivotal grant funding with the door open for continued support. “The meeting has been so important for this small, rural nonprofit,” Rogers said. “The North Carolina Community Foundation’s stamp of approval has meant so much.” Rogers credits the CCCF, especially Harris, with the vision to convene community leaders representing so many different groups. “This only happened because Tyler had the foresight to get all these people together,” she said. “He’s not going to take a lot of credit, but he absolutely needs to.” Rogers was right. Harris wanted no attention when interviewed. “I don’t need any of the credit, and the focus should be on the Foundation,” he said. “The Blueprint for Success was our inspiration. We wanted to see the local community foundation become more of a leader in the community.” Craven County isn’t the only community drawing inspiration from the Blueprint to advance community leadership. On the other side of the state, the Catawba Valley Community Foundation (CVCF) board of advisors has been conducting a comprehensive needs evaluation using an economic lens. The board evaluated a wealth of data and research on local issues and needs, studying reports from workforce forecasts to health and human services data and educational gaps. From the evaluation, the board identified Continued on page 5

So what is a community foundation? I am often asked: What is a community foundation, anyway? Depending on with whom I am speaking, I may answer a bit differently. But there are some message points that my responses always have in common – or should. (I am sometimes prone to tangents, so you can’t hold me to a strict line at all times!) I like to tell people that a community foundation is always concerned with equal opportunity. You don’t have to be wealthy to be a philanthropist – nearly anyone can start a fund. Everyone can become involved in supporting local grantmaking. And, especially in our case, you shouldn’t have to go far to find a community foundation. In fact, the North Carolina Community Foundation was created on that very premise. Founder Lewis R. Holding wanted to ensure that philanthropy is accessible to all, with a focus on rural areas, where community foundations in our state typically had not served. The central purpose of a community foundation is to serve the needs and philanthropic aims of donors who wish to better their community, now and in the future. Community foundations do this by providing donors with flexible, efficient and tax-effective ways to ensure that their

Black named chair of NCCF’s statewide board of directors James B. Black, III, has been named chair of the North Carolina Community Foundation’s statewide board, according to Jennifer Tolle Whiteside, NCCF CEO and president. Black follows Linda Staunch, who served as NCCF board chair for the last two years. “Linda did a great job as chair, and it’s an honor to follow a succession of such outstanding leaders of the NCCF board,” he said. “We have a deep history of philanthropy throughout North Carolina, and I’m excited about our future.” Tolle Whiteside said that the Foundation would benefit from Black’s deep professional experience in banking and finance. Black held a number of executive-level positions with Wells Fargo. When he retired in 2011, he was director of client development in the wealth management division. Black also has been extremely engaged in volunteer leadership, both on the statewide and local levels in Wake County, where he lives. He currently is chair of the board of the North Carolina Museum of Art Foundation. “I speak for all of NCCF’s statewide directors and our staff when I say we are very excited that Mr. Black has agreed to lead the NCCF board,” Tolle Whiteside said. “His expertise, passion for our work and strong statewide network will be an asset.”

charitable giving achieves the greatest possible impact. Community foundations help build and strengthen communities, bringing together people and organizations that want to make a difference in the world. We are tax-exempt organizations that help guide philanthropy and are dedicated to improving the quality of life in the areas we serve. Community foundations are a critical part of our society − supporting issues from basic human needs to health care, housing, education and the arts. Traditionally we are truly place-based philanthropy: raising money and ensuring local dollars stay local. Community foundations serve a defined community, and that community can be a city, region or even state, as in the case of NCCF. I was asked recently if, in our increasingly global society, donors were moving away from place-based giving. Increasingly our global society means we have many choices about our philanthropic giving. We can, with the click of a button, make a gift internationally or support a local friend in need. My answer to the question was: it depends. Our work is truly to inspire philanthropy − so if you are making charitable donations we are pleased, no matter where or how. But when you are engaged in community philanthropy you are making a difference in several ways. First, if you are giving through a community foundation, you are building an endowment in perpetuity, so that gift is important now and forever. You are also working directly with an organization that has deep roots in the community – it is an organization that has community knowledge and needs and opportunities, it has built relationships and

Simmons is NCCF’s new CFO The North Carolina Community Foundation has named Wilson Simmons as its chief financial officer, according to Jennifer Tolle Whiteside, NCCF CEO and president. Simmons replaces David Ryan, who retired in early 2017. As CFO, Simmons has full management responsibilities for all financial matters of NCCF. He reports to Tolle Whiteside and is a member of NCCF’s leadership team. Simmons brings a broad background to NCCF that includes a mix of public accounting and industry practice. He most recently served as vice president of finance at the United Way of the Greater Triangle. Tolle Whiteside said NCCF was fortunate to have attracted a nonprofit professional with Simmons’ depth of experience to the CFO position. “We are so excited to have Wilson on our team and look forward to what his skills and professional experience will bring to the Foundation,” she said. Originally from Greensboro, Simmons attended North Carolina State University, where he received a bachelor’s degree in business management. He received a master’s of accountancy from George Washington University and is a certified public accountant. Simmons is married and has two sons: Graham, 7, and Morgan, 4. He enjoys traveling with his family, golf and his dogs Marley and Junebug.

created networks. You get benefit from that expertise when you are a fundholder. Your grants can be directed to the issues that you care about − and you can see in your own community how they are making a difference. Funds housed at the Foundation are relationship- and service-based. Our charitable donations are often a means of expressing our greatest hopes for ourselves and our community. You can rest assured that the North Carolina Community Foundation exists as a resource for you in communities throughout the state. We would not be here if not for you, our generous fundholders and donors. That’s why NCCF’s tagline fits us so well, as we truly live in a State of Generosity. ™

Jennifer Tolle Whiteside President and CEO NCCF

Donor engagement tops our list Several years ago, the Association of Fundraising Professionals published a Donor Bill of Rights, a 10-point list detailing what we would now define as the very least that all donors to charitable organizations should expect from the nonprofits they support with their dollars. Included on this list are: being informed of the organization’s mission, governing board, financial status and how their funds are being used or invested. Also listed among these rights are assurances of staff professionalism, anonymity if sought, gift acknowledgments and timely answers to questions. There is nothing new on this list, nor is the concept of keeping donors and fundholders happy. But what we strive for at the North Carolina Community Foundation goes well above and beyond these minimum standards. Here’s what we at NCCF take pride in providing to our donors and fundholders:

Philanthropic planning • • • •

Advice to define and achieve giving goals Planned giving services – now or through legacy approach Options for tax-advantaged giving Grantmaking guidance in donor’s charitable interest area Continued on page 6


North Carolina Community Foundation

Summer 2017


A sample of Foundation news about people and events across North Carolina NCCF hosts second Pop-Up Philanthropy event NCCF and local affiliate foundations, the Northern Albemarle Community Foundation and the Chowan Community Funds Foundation, hosted Pop-Up Philanthropy in Elizabeth City. NCCF’s second gathering featured discussion of opportunities for collaboration and increased local philanthropic impact. “Pop Up provided us with a wonderful opportunity to discuss resources NCCF offers,” said Jennifer Tolle Whiteside, NCCF CEO. “We saw a lot of interest in funding important nonprofit programs that impact local needs and how individuals, organizations and businesses can create endowment funds that will serve as permanent resources in these communities forever.” NCCF CEO Jennifer Tolle Whiteside (left) and NCCF Regional Director Natalie Jenkins Peel (middle) speak with a local leader during Pop-Up Philanthropy’s networking time.

Western Katie Crumpler, regional director, has been in her new role serving the West for a year, after transitioning from the Northern Piedmont region. She reports that local affiliate boards in her region are focused on board development. The Madison County Community Foundation and the Jackson County Community Foundation are both initiating educational events with private communities in their areas to raise awareness about the power of endowments. The Macon County Community Foundation is strategizing ways to make more impact grants. The Graham County Community Foundation and the Eastern Band of Cherokees Community Foundation are using the power of storytelling to inspire local philanthropy. The Clay County Community Foundation once again received the highest number of gifts of any affiliate in the Chairman’s Challenge, which doubled its community grantmaking fund.

The Catawba Valley Community Foundation has been spearheading a community needs evaluation initiative to assess high-priority needs and convene roundtables with local leaders on local issues. Read more about this effort in our community leadership story.

wide range of community members in the fall. The Granville County Community Foundation hosted a successful grantseekers workshop with local nonprofit organizations in mid-April. The Franklin County Community Foundation also just completed community grantmaking and has awarded nearly $2,500 to projects in the Franklin County Schools through their education mini-grants program. The Cary Community Foundation is focusing on board development and identifying issues that specifically affect their local community.


Judge Dewey Wells (middle) joins Colby Martin (middle right) and Avery Community Foundation board members (L-R) Jamey Thompson, Michelle Scott and John Thompson for a photo following the establishment of the Dewey Wells Citizenship Fund, a new endowment in the local family of funds.

Northern Piedmont

Members of the board of advisors of the Jackson County Community Foundation pose with representatives of local nonprofit organizations receiving grants at their awards ceremony.

Regional Director Dawn Neighbors reports that the Harnett County Community Foundation is focusing on community leadership by utilizing a community needs assessment to leverage grantmaking and working to develop a nonprofit network organization. The Hoke County Community Foundation is hosting its annual grants awards dinner in June and is planning its annual golf tournament. The Lee County Community Foundation hosted its annual Man and Woman of the Year dinner. The Montgomery County Fund is strategically planning to focus on education in its grantmaking and community leadership roles this year. The Moore County Community Foundation is focusing on impact grants this year and will host its annual Man and Woman of the Year dinner in the fall. The Community Foundation for Randolph County is welcoming six new board members and is planning a communitywide event to celebrate 25 years of grantmaking in the fall. The Rockingham County Community Foundation celebrated $500,000 in grant awards from the Dan River Basin Fund for Rockingham County at a recent grants presentation.

Northwestern Regional Director Colby Martin reports that the Alleghany County Community Foundation has been focused on increasing application levels for grants, with attention to education. The Wilkes Community Foundation is working on a campaign to grow its family of funds, while the Yadkin County Community Foundation is leveraging board member networks to create more funds and scholarships. The Avery Community Foundation’s Linville Ridge scholarship program will be adding around $80,000 to its two scholarship funds. The Watauga County Community Foundation recently saw $500,000 added to the Watauga Education Foundation and is working to develop a strategy to convene local community grantmakers for increased dialogue and collaboration.

The Wake County Community Foundation hosted a panel discussion featuring statewide and local perspectives on the state of homelessness and the role of philanthropy. Quinn Novels, regional director, has been settling into her new role and reports that the Wake County Community Foundation hosted a successful panel on the state of homelessness and the role of philanthropy. The Johnston County Community Foundation is working on a partnership with Leadership Johnston and is preparing to grant more than $40,000 in community grants this year. The Vance County Community Foundation is preparing for an event to raise awareness with a

The board of advisors of the Montgomery County Fund met in the spring to strategize on goals and is proud to see 100 percent turnout of board members and strong engagement on progress. North Carolina Community Foundation



A sample of Foundation news about people and events across North Carolina Coastal Plain North Kelly Lee, regional director, reports that the FutrellMauldin Community Foundation for Greater Rocky Mount recently hosted the Tar River Food & Wine Festival and the Leading for Tomorrow Nonprofit Capacity Building Summit. The Futrell-Mauldin affiliate is also coordinating a gathering of funders in Rocky Mount to collaborate. The Edgecombe Charitable Foundation established two new scholarships this year, with one awarding an impressive $50,000, and has been working on disaster relief grantmaking. The Wilson County Community Foundation continued its partnership with the United Way to present a workshop for local nonprofit organizations and is planning a grantseekers workshop. The Wayne County Community Foundation has been focusing on the Disaster Relief Fund, local grantmaking and community recovery. Read more about the work of the NCCF Disaster Relief Fund in our disaster relief story.

equally successful annual Golfing for Grants tournament with proceeds benefitting grant awards. The Lenoir County Community Foundation’s newest endowment fund, the Warren and Barbara Perry Endowment, will award grants this year. The Jones County Community Foundation also saw a successful Chairman’s Challenge and has been working with the Disaster Relief Fund. The Pamlico County Community Foundation is collaborating with Pamlico Community College to convene local nonprofit organizations. The Beaufort-Hyde Community Foundation hosted a nonprofit roundtable in partnership with Bright Futures Beaufort County that included 40 nonprofit organizations to discuss collaboration, grants and agency endowments.


The winning golfers from the Carteret Community Foundation’s annual Golfing for Grants tournament (left to right) Tim Horne, Jay Davis, Frank Gainey and Jerry Jones pose for a photo.


Futrell-Mauldin Community Foundation for Greater Rocky Mount board member Brock Townsend networks and socializes at the Tar River Food & Wine Festival.

Coastal Plain South Kim Ball, regional director, reports that the Craven County Community Foundation has spearheaded a comprehensive multiyear needs assessment with strategic gatherings of community leadership. The Greene County Community Foundation is strategically planning awareness and visibility events. The Carteret Community Foundation is celebrating a successful Chairman’s Challenge and held its

Regional Director Natalie Jenkins Peel reports that all of her affiliate boards have recently created succession plans and are working on board governance. The Northern Albemarle Community Foundation conducted site visits with every grantee this year. The Beaufort-Hyde Community Foundation hosted a well-attended friendraiser to build awareness and joined the Chowan Community Funds Foundation and the Bertie-Hertford Community Foundation in initiating nonprofit community roundtables with local organizations on collaboration, agency endowments and grants. The Currituck-Dare Community Foundation hosted the Duck & Wine Festival, increased grants from $6,000 to $20,000 and made it a board goal to create a new fund. The Martin County Community Foundation is planning an estate planning seminar with local professional advisors.

Anne Sorhagen, regional director, has been settling into her new role and reports that the Duplin County Community Foundation hosted the annual Sheriff’s Ball and joined the Columbus County Community Foundation in hosting a grantseekers workshop for local nonprofit organizations. The Columbus County affiliate has also been focused on disaster relief grantmaking. The Robeson County Community Foundation has been focused on disaster relief and recognizes board members Kenny Biggs and Ken Windley for their important recovery work. The Columbus County Community Foundation and the New Hanover County Community Foundation collaborated to direct grantmaking from the Riegelwood Disaster Relief & Recovery Fund. The Onslow Caring Communities Foundation again raised the largest amount of any affiliate during the annual Chairman’s Challenge and is planning a friendraiser. Read more about the work of the NCCF Disaster Relief Fund in our disaster relief story.

NCCF Grants Program Manager Christopher Fipps (right) is pictured working one-on-one with an attendee of the Columbus County Community Foundation’s grantseekers workshop.

NCCF moves to new Raleigh headquarters office In the fall of 2016, NCCF moved its Raleigh headquarters to a new office space on Glenwood Avenue. The headquarters is the fourth and largest office NCCF has occupied in its 28-year history. The new space enables the Foundation to continue expanding its services following unprecedented growth in recent years. To celebrate this growth, the Foundation was honored to welcome fundholders, board members, partners and community leaders for an evening of appreciation. The open house provided an opportunity to say thank you to all those who have made the work of the Foundation possible and to dedicate the new conference center in honor of Lewis Holding, NCCF’s founding chairman. Olivia Holding, the niece of Holding, was on hand to give remarks and dedicate the new Lewis R. Holding Philanthropic Center. Pictured are NCCF CEO Jennifer Tolle Whiteside (middle) posing with Olivia Holding (right) and Ella Ann Holding following the dedication of the Lewis R. Holding Philanthropy Center. For more on the open house and NCCF’s new office space, visit


North Carolina Community Foundation

Summer 2017

NCCF Disaster Relief Fund is still hard at work Continued from page 1 governments, as well as nonprofits and funders. All are feeling the pinch of reduced budgets and lingering economic slowdowns, with some even citing leftover woes from 1999’s Hurricane Floyd.

NCCF’s Disaster Relief Fund NCCF is still at work ensuring responsible grant allocations from the Disaster Relief Fund. The Foundation has raised nearly $800,000 for the fund to date. Most of our nearly 700 gifts have been small donations, indicating the power of giving at any level to help face a disaster, said NCCF CEO Jennifer Tolle Whiteside. “Many contributions were accompanied by heartfelt notes from people of all ages, all walks of life and from all over the world,” she said. Penny drives and bake sales spearheaded by children to city-wide efforts masterminded by motivated millennials and major corporate contributions helped NCCF raise a record amount in a relatively short period. Tolle Whiteside especially wanted to acknowledge generous corporate and foundation support, including the Tides Foundation, upon recommendation of the Google Foundation; AT&T; First National Bank of Pennsylvania, which recently completed a merger with Yadkin Bank; the Humana Foundation; the Oak Foundation; the Duke Energy Foundation, which spearheaded a 90-day matching gifts campaign for NCCF; the Carolinas Credit Union Foundation; the Winston-Salem Federal Credit Union and several individual small businesses and family foundations that requested anonymity.

Second round of grants NCCF’s board of directors recently approved the statewide grants committee’s recommendation that the Foundation allocate another round of disaster relief grantmaking. The latest allocation totals about $207,500 and will go to 15 NCCF affiliates serving the parts of eastern North Carolina that are still recovering. Of those, severely hit Edgecombe and Robeson counties will receive allocations of $35,000 each, and Wayne and Lenoir counties will receive allocations of $25,000 each. An initial wave of grants from NCCF’s Disaster Relief Fund at the beginning of the year totaled $286,000, which went to 20 NCCF affiliates in af-

Blueprint for Success inspires community leadership Continued from page 1 two critical areas of need: education and opioid addiction. Jamie Treadaway, CVCF board president, said the board brought research and information to a series of roundtable sessions designed to connect local leaders and nonprofit funders with directservice providers. “Our board has demonstrated community leadership in a tangible way, and the roundtable discussions were critical to the process,” Treadaway said. “Now we want to use the information from those discussions to really move the needle in addressing these issues.” The meetings brought together leaders from the CVCF and the Unifour Foundation Endowment alongside local leadership and direct service providers for a powerful examination of community needs that presented important opportunities for growing the strategic impact of future community grantmaking.

Sign of the times: distribution center in Tarboro, Edgecombe County. fected areas. NCCF also allocated a grant to the Cumberland County Community Foundation to help with extreme needs there and sponsored an NC Rural Center program designed to help affected communities leverage grant dollars. NCCF Grants Director Leslie Ann Jackson said that the focus of our support continues to rest squarely on our affiliates in eastern North Carolina, particularly in the counties mentioned above. “These are allocations that we are confident will be granted in a meaningful way, because our affiliate boards live and work in these communities and know firsthand where these resources can make the most impact,” she said. Monies left in the NCCF Disaster Relief Fund also may be allocated to regional entities focusing on recovery, Jackson said. Emerging longterm recovery groups (LTRGs) are being formed or reactivated in the hardest hit counties, where particular benefit could result from collaboration and leveraging shared resources. She noted that NCCF planned to bring representatives of some of these groups together to encourage the sharing of best practices and lessons learned. Director of Community Leadership Sally Migliore noted that several of NCCF’s affiliate board members are involved in local recovery endeavors and LTRGs, which again shows the value of local leadership. “We’re not surprised that many of those leading this important recovery work are also involved with our affiliate foundations,” she said, and pointed to Ken Windley as an example. Windley is a long-standing member of the Robeson County Community Foundation’s affiliate board. The retired county manager has served as both the interim director and chair of the Robeson County Disaster Recovery Committee, which

has emerged as the local LTRG that will assist the Lumberton area with recovery. Now that immediate relief needs have largely been met, a new set of longer-term assistance is emerging in Robeson County, according to Windley. “The needs that are surfacing now center around home repairs that are not dependent on volunteer groups, like the Baptist Men, for example; furniture and appliances; and mold remediation,” he said. Jackson said that list mirrors needs we’re hearing about in other parts of eastern North Carolina affected by Matthew and added mental health assistance. “Mental health issues are not uncommon among those still struggling with disaster recovery,” she said. This was corroborated by Regional Director Kelly Lee, who as NCCF’s liaison in the Coastal Plain North, serves several of the counties that are still struggling with recovery, including Edgecombe and Wayne. “There are so many families displaced, who haven’t even gotten back into their homes yet,” she said. Lee noted that it’s not uncommon to see piles and piles of debris outside of gutted, red-tagged homes, which is the FEMA sign for unsalvageable residences. She described a drive through Princeville like a visit to a ghost town, with the activities of a community caught by calamity frozen in time. And she is aware that many within the Latino population are too scared to even seek government assistance for which they qualify, relying solely on local churches for assistance. “It’ll tear your heart out,” Lee said. By Noël McLaughlin *Sources: NC Department of Commerce; The News & Observer; and The Washington Post

Lilly Skok Bunch, CVCF board secretary, sees this effort as pivotal. “This is just the beginning,” she said. “Because of what issues these discussions have highlighted, our local board and grants committee have a real opportunity to have an impact and to position the Foundation as a Tyler Harris leader for change.” In the Rocky Mount region, the Futrell-Mauldin Community Foundation for Greater Rocky Mount and the Edgecombe Charitable Foundation have been directly involved with the annual Leading for Tomorrow Capacity Building Summit in partnership with the United Way of the Tar River Region. The Summit convenes the staff and board members from critical local nonprofit organizations and community funders for a day of comprehensive training, workshops and capacity building. In the same pursuit, the Beaufort-Hyde Community Foundation and the Wake County Com-

munity Foundation have both recently organized community nonprofit meetings focused on strategies to increase impact and build capacity across the nonprofit community. NCCF affiliates are connecting for community impact across the state through the Blueprint for Success in ways that will have a lasting local impact. “We are so proud to see the work our affiliate leaders are doing locally,” Migliore said. “It’s humbling to see how affiliate leaders, through the Blueprint for Success, are leveraging local leadership and relationships for greater community impact.” NCCF CEO Jennifer Tolle Whiteside sees this work as an important continuation of the Foundation’s mission to advance philanthropy in rural North Carolina. “NCCF is committed to continuing to inspire and grow philanthropy in every corner of the state,” she said. “We were founded with this vision, and we’re honored to carry it on today.” For more on the Blueprint for Success and the Affiliate Impact Committee, visit By Louis Duke

North Carolina Community Foundation


3737 Glenwood Avenue, Suite 460

PRSRT STD U.S. Postage PAID Permit No. 792 Raleigh, N.C.

Raleigh, NC 27612

Donor engagement tops our list Continued from page 2

Professional stewardship of portfolio • Safe, sound investment of your funds, with a long-term view • Professional funds management • Quarterly fund statements that provide the latest information on fund performance

Regular concise and useful communications • A nnual mailings detailing the amount fundholders have available to grant • Annual report of audited financial statements that provides an overview of the previous fiscal year • Both printed and digital newsletters and topical e-blasts throughout the year • Acknowledgment of your gifts, providing you with full tax documentation

Expertise and connection • P rofessional staff support and advice, including planned giving, legal, investment, granting and marketing • Information on local community needs • Knowledge of the State of North Carolina through partnerships with local affiliate foundations that serve nearly all 100 counties

NCCF culture NCCF CEO and President Jennifer Tolle Whiteside said that she is keenly aware that donor satisfaction is essential to the success of any community foundation. “We pride ourselves on providing excellent customer service and ensuring that we operate in a ‘culture of yes,’” she said. “Though we serve donors from a broad spectrum with many different types of funds and goals, we never forget that it is the customized services we deliver that enable them to make such a powerful difference through their giving and grantmaking.” Development Vice President Beth Boney Jenkins agreed. “We don’t take a cookie-cutter approach, but really listen to and work with our fundholders and donors to help them find solutions,” she said. Jenkins often fields calls from donors with ideas about how to benefit a specific charitable interest area, cause or organization. “The giving strategy we recommend is often the product of many hours of listening and research,” she said. “Our goal is to provide the particular services that enable that donor to achieve the highest, most effective impact possible.”

We want to hear from you Tolle Whiteside and Jenkins both noted that feedback from donors is always welcome – and extremely valuable. “Is there something we can and should be doing better?” Tolle Whiteside asked. “Please let us know!” “Donor engagement is job-one of everybody on our team,” Tolle Whiteside said. “You are the reason that we can deliver on our mission to make philanthropy accessible to all in North Carolina, and it is your support that fuels grants that are making a huge difference in the fabric of our lives,” she said. by Noel McLaughlin and Beth Boney Jenkins

Give now: Make a contribution to NCCF or any of our funds! If you would like to make a contribution to the North Carolina Community Foundation or one of our funds, you may make your gift online at, or download a form and mail your check or credit card information – or submit your credit card information via fax at (919) 827-0749. While on our website, we invite you to review our list of funds if you are looking for the right recipient for your charitable objectives, a meaningful tribute, memorial, anniversary or birthday gift.


North Carolina Community Foundation

NCCF Board Executive committee James Bell Black, III, Chair, Raleigh Rodney E. Martin, Vice Chair; Chair, Grants, Swansboro W. Trent Ragland, III, Treasurer, Raleigh Alex G. Floyd, Secretary, Granville County and Raleigh Kenneth G. Reece, Chair, Resource Development, Raleigh James W. Narron, Chair, Affiliate Impact, Smithfield Katharine (Kack) Harrison Hardin, Chair, Governance, Rock Hill, SC Laura Beasley, Co-Chair, Grants, Colerain Juan Austin, Co-Chair, Affiliate Impact, Jamestown Linda J. Staunch, Immediate Past Chair, New Bern Board members at large Robert E. Barnhill, Jr., Tarboro Peter M. Bristow, Raleigh Stuart Dorsett, Raleigh Frank B. Gibson, Jr., Wilmington H. Kel Landis, III, Raleigh Hilda Pinnix-Ragland, Raleigh Karen Stiwinter, Franklin Steven Wangerin, Jacksonville Elizabeth Hobgood Wellons, Smithfield John Willingham, Yadkinville Directors emeriti Annabelle L. Fetterman, Clinton Henry E. Frye, Greensboro Charles Gaddy* Martha Guy, Newland Lewis R. Holding* The Honorable James E. Holshouser, Jr.* John R. Jordan, Jr.* W. Trent Ragland, Jr.* The Honorable Robert W. Scott* Sherwood H. Smith, Jr., Raleigh Billy T. Woodard* * Deceased

NCCF Staff Headquarters & Raleigh-based associates 3737 Glenwood Avenue, Suite 460 Raleigh, NC 27612 Phone: (919) 828-4387 Fax number for all: (919) 827-0749 Unless noted, all email addresses are first initial last Executive Jennifer Tolle Whiteside, President and CEO Cherry Ballard, Assistant to the President Development Beth Boney Jenkins, Vice President Megan Lynch Ellis, Regional Director of Development (Serving the West and Northwest) PO Box 524, Boone, NC 28607 Phone: (828) 355-4306 Mary Morgan, Philanthropy Counsel Finance Wilson Simmons, Chief Financial Officer John Hartley, Director of Finance & Chief Investment Officer Lisa Meeks, Senior Accounting Associate Grants and Scholarships Leslie Ann Jackson, Director of Grants and Scholarships Christopher Fipps, Grants Program Manager Sybil Bowick, Grants and Scholarships Specialist Marketing and Communications Noël McLaughlin, Director of Marketing and Communications Louis Duke, Communications and Marketing Specialist

Operations Marirose K. Steigerwald, Director of Operations D’Wayne Wilkins, Manager of Information Technology Lori Johnson, Office Manager and Communications Assistant Community Leadership Team Sally Migliore, Director of Community Leadership Sheila Cratch, Administrative Assistant Affiliate Offices Western Office (Cherokee, Clay, Eastern Band of Cherokee, Graham, Haywood, Jackson, Macon, Madison and Swain) Katie Crumpler, Regional Director PO Box 401 Mars Hill, NC 28754 Phone: (828) 538-4299 Northwestern Office (Alleghany, Ashe, Avery, Catawba Valley, which includes Alexander, Caldwell and Catawba counties; Mount Airy, Watauga, Wilkes and Yadkin) Colby Martin, Regional Director Lyerly House 310 N. Center Street Hickory, NC 28601 Mailing: P.O. Box 2851, Hickory, NC 28603 Phone: (828) 358-0030 Northern Piedmont Office (Cary, Franklin, Granville, Johnston, Person, Vance and Wake) Quinn E. Novels, Regional Director 3737 Glenwood Avenue, Suite 460 Raleigh, NC 27612 Phone: (919) 828-4387 Sandhills Office (Harnett, Hoke, Lee, Montgomery, Moore, Randolph and Rockingham) Dawn Neighbors, Regional Director PO Box 739 Coats, NC 27521 Phone: (910) 292-4437 Southeastern Office (Brunswick, Columbus, Duplin, New Hanover, Onslow, Pender, Robeson and Sampson) Anne Sorhagen, Regional Director 1213 Culbreth Drive Wilmington, NC 28405 Phone: (910) 202-6727 Coastal Plain North (Edgecombe, Halifax, Nash, Northampton, Rocky Mount, Warren, Wayne and Wilson) Kelly Joyner Lee, Regional Director PO Box 7394 Rocky Mount, NC 27804 Phone: (252) 557-0278 Coastal Plain South (Carteret, Craven, Greene, Jones, Lenoir, Pamlico and Pitt) Kim Smith Ball, Regional Director PO Box 3411 New Bern, NC 28564 Phone: (252) 288-5706 Northeastern Office (Beaufort-Hyde, Bertie-Hertford, Chowan, Currituck-Dare, Martin and Northern Albemarle, which includes Camden, Gates, Pasquotank and Perquimans counties) Natalie Jenkins Peel, Regional Director 204 South Poindexter Street Elizabeth City, NC 27909 Phone: (252) 562-9824

Visit and click on Affiliates to use an interactive statewide map to locate NCCF affiliate foundations across North Carolina.