Building Vibrant Communities of Hope and Opportunity 2010 Annual Report
Building Vibrant Communities The Nebraska Community Foundation and its affiliated fund communities are on the leading edge of redefining Nebraska. Today we have the opportunity to inspire a new generation of leaders. They, in turn, are inspiring us. Young people are telling us that our hometowns offer big advantages. Living close to family and friends. Having direct access to local enterprise. Influencing progressive decision makers. “ This is a marathon not a sprint. This is not for our generation. It’s for the next. We’ve got the natural resources. We’ve got a good ag economy. We’ve got the technology. We need to let the next generation know there is opportunity close to home.”
Jon Schmaderer President, Tri-County Bank Stuart, NE
Making an impact in a personal way. These are the values that motivate young people today. These are the opportunities our rural communities can offer. This is the work of the Nebraska Community Foundation. We are building vibrant communities by helping local leaders build on our culture of
neighbor helping neighbor and giving back to community. We are capitalizing on the opportunity of a massive intergenerational transfer of wealth for reinvestment in our communities.
Every high school graduate in Holt County receives a personalized mailbox from our NCF affiliated fund, Holt County Economic Development. It includes a reminder that they are always welcome home and an invitation to return.
Our role is to support our 1,800 volunteer
vibrant places for young families to live in and
leaders through training, organizing, planning
work. We invest in hope. One heart and one
and networking. We provide tax-exempt status for
mind at a time.
our 205 affiliated funds. Decisions on how charitable dollars should be invested are made at the grassroots level by local leaders. Our professional staff handles all the financial
Our Mission: The Nebraska Community Foundation
management, legal work, investment, tax
partners with community leaders to
filing, auditing—all the responsibilities that
inspire charitable giving, prudently
could overwhelm many of the communities and
manage financial resources and make
organizations we serve. We help our affiliated funds and their donors
strategic investments for the prosperity of our people and our communities.
arrange legacy gifts to make their hometowns
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Cover: Shickley, Nebraska, (pop. 334) is home to one of NCF’s most successful affiliated funds. (See story on page 8.) Thanks to community-wide collaboration, children experience the joy and security of growing up in a small town and excellent facilities in a school system with a stable enrollment.
A Letter from the Board Chair and the President
Dear Friends: Welcome to
young people are wise to the world, and
the Nebraska Community Foundation!
many who would prefer to build their
If you are already familiar with us, this
future closer to home now have the tools
report should make you feel proud. If you
to do so.
Planned Giving through NCF Number of Gifts
171
150
133 99
100
are just getting to know us, we think you may be surprised. NCF is a different kind of charitable foundation. We are a statewide movement of more than 50,000 people who have
NCF’s brand of rural development
53
philanthropy is fueling local economies,
50
18
engaging leaders, and inspiring generous Nebraskans to reinvest.
As of June 30
02
04
06
08
10
given back to their communities to do
This report charts impressive progress in
good—not just feel good.
facts, figures, words and stories of how
NCF in Numbers (as of June 30, 2010)
people are giving back. Together we are
n
Together with our network of volunteer leaders we use philanthropy as a powerful tool for community development.
building vibrant communities of hope and opportunity.
n
n
We are proud—not surprised—that NCF continues to grow, year after year, in good economic times and bad. This past
Brian Thompson NCF Board Chair
Jeff Yost President and CEO
year NCF and its affiliated funds received
n n
7,794 gifts; 77 percent of these gifts were from repeat donors. Each year, more and
n
more of our repeat donors go one step further. They include their hometown as
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a beneficiary of their estate.
n
This is a remarkable testament of faith in the future of rural Nebraska. People are
n
witnessing positive change. Today, our
n
young people no longer need to leave town for good to find a better life. These
Jeff Yost, President and CEO
Brian Thompson, Chairman of the Board
200
0
118 million reinvested in Nebraska and $ its hometowns since 1993 56 million in total assets $ (16% year-over-year growth) 32 million in endowed assets $ (26% year-over-year growth) 1,800 Fund Advisory Committee members 05 affiliated funds serving 227 2 communities in 77 counties 6 community-based affiliated funds 8 building endowments 36,353 contributions in the last 5 years 4 community challenge grants totaling 4 over $1.5 million; $4.5 million raised as a result 171 planned gifts totaling $36 million 94 billion estimated transfer of wealth $ in rural Nebraska by 2050
Building Vibrant Communities | 3
Inside NCF Board of Directors Executive Committee Members
Honorary Members
Brian Thompson of Waverly
Helen Boosalis* of Lincoln Fred Bruning of Bruning Steve Buttress of Kearney Brenda Council of Omaha Connie Day* of Norfolk Nancy Hoch of Nebraska City Richard Hunt of Blair Kim Lauritzen* of Omaha Fred Lockwood of Scottsbluff Rodrigo Lopez of Omaha Ed Loutzenheiser of Juniata Bob Mundy of Omaha Senator Ben Nelson of Omaha Ron Parks of Papillion Beverly Pollock of Ogallala Sid Salzman of Ainsworth Jim Scholz of Omaha Frank Sibert of Kearney Bob Stowell of Ord Kathleen Thuman of Lincoln Mimi Waldbaum* of Omaha Jeanene Wehrbein of Plattsmouth Jim Wolf* of Albion
Chair
Shannon Harner of Lincoln Vice Chair
Brandon Day of Norfolk Secretary
F.E. Pete Peterson of Brule Treasurer
P. Mark Graff of McCook Immediate Past Chair
At-Large Members Judy Brockmeier of Eustis Joe Ferguson of Norfolk Janet Krotter Chvala of Atkinson Judith Scherer Connealy of Decatur Lori Pankonin of Imperial Jon Schmaderer of Stuart Dennis Stara* of Lincoln Susan Ugai of Lincoln Richard Walter of Shickley Ray Welsh of Pender * Advisory Member
Meetings of the NCF Board of Directors are held in affiliated fund communities across the state. The Board spent a sunny day in the Sandhills when they met in Thedford for their quarterly meeting in August. From top, left to right: Brandon Day, Dennis Stara, Pete Peterson, Richard Walter, Ray Welsh and Lori Pankonin. Front, left to right: Jon Schmaderer, Mark Graff, Shannon Harner, Judy Brockmeier and Brian Thompson. Not pictured: Joe Ferguson, Judith Scherer Connealy, Janet Krotter Chvala and Susan Ugai.
* Deceased
President and CEO Jeffrey G Yost
Committed to Quality and Accountability The Nebraska Community Foundation is confirmed in compliance with National Standards for U.S. Community Foundations as established by the Council on Foundations. This means that NCF meets the nation’s highest philanthropic standards for operational quality, integrity and accountability. The National Standards for U.S. Community Foundations Program is designed to provide quality assurance to donors, as well as to their legal and financial advisors. It requires community foundations to document their policies for donor services, investments, grantmaking and administration. Donors to NCF and its 205 affiliated funds are assured that their contributions are managed and invested wisely, that their charitable wishes are honored, and their lifetime income arrangements are secure. The National Standards confirmation says “our house is in order.” 4
Members of the NCF staff from top, left to right: Sheri Hink, Jeff Yost, Doug Friedli, Diane Wilson, Karla Egger. Middle: Juli Rosso, Marcia White, Reggi Carlson, Jana Jensen. Front: Jim Gustafson, Teri Alley-Davis, Les Long, Amy Fey, Angie Masters.
The Ford Foundation Challenges Nebraskans In November 2009 the Ford Foundation announced that it had chosen the Nebraska Community Foundation as one of only five organizations nationwide to receive up to a $1 million challenge grant. The grant will support NCF’s current work and catalyze our endowment-building efforts. To meet the challenge, NCF must raise a three-to-one match— $3 million—from Nebraska-connected donors with new gifts or pledges by December 31, 2011. Our friends have responded
“ My friends, you’ve come a long way. The Ford Challenge grant is a public endorsement that says you will go further. We’re glad to have you as a partner. Thank you for this investment opportunity.” Linetta J. Gilbert Senior Program Officer The Ford Foundation
Contributions to the Nebraska Community Foundation
$5,000 to $9,999 The Day Companies Inc. * Norfolk
(For fiscal year ended 06.30.10)
McCarthy Group Advisors LLC Omaha
Many individuals, families and businesses have provided direct support to the Nebraska Community Foundation to help fund its community-based development work and endowment. $100,000 or More The Ford Foundation New York, NY $25,000 to $99,999 Frank and Shirley Sibert Kearney Kathleen Thuman/Lincoln Farmers State Bank/ Maywood *
Farmers & Merchants Investments, Inc. Lincoln
McCook National Company McCook
Diane M. Wilson * Lincoln
Jim and Terri Gustafson * Lincoln
Fehringer, Mielak & Fehringer PC LLC Columbus
Doug and Pat Friedli * Nebraska City
Dennis and Nancy Stara * Lincoln Lockwood Foundation * Scottsbluff Shannon Harner and Philip Goddard * Lincoln Don and Alice Harpst McCook First National Bank of Omaha Omaha McCook National Bank McCook
to achieving our campaign goal.
Consolidated Companies * Lincoln
Mark and Linda Graff * McCook
Contributions to the Nebraska Community
$10,000 to $24,999 Robert E. Mundy/Mundy & Associates * Omaha
Bruning State Bank Bruning
$100 to $499 Marcia A. White * Lincoln
Karl “Jack” Randecker, Sr. Farnam
Judith Brockmeier * Eustis
Richard and Darlene Walter/ Richard Walter Insurance Agency * Shickley
Susan M. Ugai * Lincoln
Allen and Kay Blezek * Lincoln
Elaine S. Wolf * Albion
Cornerstone Bank * York
Sam and Joyce Baird Lincoln
$2,000 to $4,999
We are well on our way
of hope and opportunity.
Judith Scherer Connealy and Matt Connealy * Decatur
Pinnacle Bank Gretna
Brandon W. and Tammy C. Day * Norfolk
Foundation help build vibrant communities
Reggi and Doug Carlson * Lincoln
Jeff Yost and Cindy Ryman Yost * Lincoln
Richard E. and Louisa L. Manning Geneva
enthusiastically.
Tri-County Bank * Stuart
Nebraska Investment Finance Authority Lincoln W.R. Berkley Corporation Charitable Foundation Greenwich, CT $1,000 to $1,999 Pete and Jonnie Peterson * Brule Robert Kathol Omaha
Bettenhausen Family Foundation Lincoln Tinstman Family Donor-Advised Fund Lincoln Lincoln Benefit Life Company Lincoln Union Bank & Trust Company Lincoln Raymond E. and Debra Welsh * Pender Timothy and Carol Q. O’Keefe Hastings $500 to $999 Lori J. and Russell Pankonin * Imperial Lora Damme Talmage Don Schmaderer * Stuart Harris Properties Lincoln
Joe Ferguson * Norfolk
Susan Stibal and Brian Ardinger Lincoln Jana and J.C. Jensen * Bingham Karla and Matthew Egger * Martell Amy and Craig Fey * Crete Irv and Wanda Omtvedt Lincoln Les and Terri Long * Lincoln Shaun Rylee and John Russell Vanneman Lincoln Steven Hutchinson and Susan Thomas Omaha *A ll or a portion of this gift is part of a multi-year pledge commitment in support of the NCF Endowment.
HBE Becker Meyer Love Lincoln Jon and Jennifer Schmaderer * Stuart Jeff and Judy Greenwald Lincoln
Building Vibrant Communities | 5
Leadership in Place Partnering with Communities For the Nebraska Community Foundation and its affiliated funds, raising money is not the ultimate goal. The goal is building vibrant communities. It all begins with developing a dynamic community vision. NCF’s role is to build a cadre of skilled and committed leaders with the capacity to achieve their vision. We provide action planning, education, training, technical assistance, peer mentoring and one-on-one coaching to our 1,800 volunteer fund leaders.
Members of the Stratton Community Foundation Fund Advisory Committee include: Betty Golding, Dustin Ladenburger, Pat Egle, Ann Sutton, Mike Pruter and Peggy McDonald. Not pictured: Beth Kollmorgen
Action Planning
grant to raise $75,000. The Fund reaches out beyond Main Street to recruit leaders
Over the past year, NCF has added staff-
who represent the entire community.
facilitated action planning to our inventory of community-building tools. Eight
Reaching Out
affiliated funds have worked through NCF’s multi-day action planning process.
NCF’s action planning framework calls
The first strategy is to develop a strong
for broader community involvement in
governance framework with built-in plans
an affiliated fund’s vision and mission.
for leadership transition and succession.
Whether it is creating a case statement, holding an annual celebration, or
NCF recently completed action planning
communicating with the media, potential
with our affiliated fund in Eustis. The
donors or alumni, NCF provides resources
Fund has set ambitious goals for building its endowment and meeting a challenge 6
Seth Gruber is the new Chair of the Eustis Community Foundation Fund.
to help our affiliated funds. In Nebraska City, leaders are using these tools and
Each year our affiliated fund in Nebraska City honors its Philanthropist of the Year. Chair Dave Partsch presents the 2010 award to Carol Crook at the Fund’s annual celebration in Nebraska City.
more to encourage greater philanthropy from
planning. The Fund is focused on building a
and operates Great Plains Communications.
residents and expatriates. The affiliated fund
community where young families can thrive. Each
It has issued numerous challenge grants to NCF
has nearly 400 Facebook friends.
of the young community leaders (pictured below
affiliated funds across the state.
Welcoming New Leaders Most of our community-based affiliated funds were established within the last 10 years.
left) have returned or moved to Imperial to pursue their careers and raise their families. They are representative of the dozens of young people returning in recent years.
Today, leadership is changing in many affiliated funds. New leaders are likely to be younger, and more and more women are stepping into the leadership roles. NCF’s affiliated fund in Imperial was one of NCF’s first to complete formal action Stratton Community Foundation Fund Co-Chairs Peggy McDonald and Ann Sutton are mentoring the Fund’s newest committee member, Dustin Ladenburger.
The two female co-chairs of the Stratton Front row, left to right: Michelle Ross, Becky Uehling and Ashley Colglazier with Hunt family representative, Gail Jensen and NCF staff member Jana Jensen. Back row, left to right GPC employees Kevin Poppe and Brandon Wood; Jeff Wallin, Perkins County Foundation Fund Advisory Committee member and GPC employee Dan Ross.
Left to right: Alex McNair, Jill Fiedler, Derek Russell, Dillon Harchelroad and Tiffany Reeves. Derek and Dillon serve on Imperial’s Fund Advisory Committee and Tiffany’s husband, Dan, is a past Fund Advisory Committee chair.
Community Foundation Fund were instrumental in raising $150,000 as match to receive a $50,000 Hunt Family Challenge grant. They reached the finish line by taking time on
In Perkins County, Michelle Ross, Becky Uehling
Saturday mornings to visit with
and Ashley Colglazier led the charge to meet
folks at a local coffee klatch.
the Hunt Family Challenge to build a $200,000
The result was four gifts of
endowment. Michelle, who works at Pinnacle
grain worth almost $20,000.
Bank in Grant, was allowed to make donor calls
The Fund Advisory Committee
during business hours. In December Ashley told
is now focusing on annual
NCF staff, “I may be unavailable for a couple days
giving and estate planning.
because I am having a baby.” The Fund met their goal on the final day of the Hunt challenge –
“With NCF’s help we’ve developed our vision, mission and values, which have shaped and sharpened our focus. We’ve learned techniques from training sessions and monthly webinars. NCF is always quick to respond whenever questions arise or guidance is necessary.” Dave Partsch Chair, Nebraska City Community Foundation Fund
December 31, 2009. The Hunt family owns Building Vibrant Communities | 7
New Opportunity Capital Inspiring Charitable Giving The Nebraska Community Foundation connects charity to prosperity. As our people give back to their hometowns, they are creating new opportunities today and in the future. When the Nebraska Community Foundation was founded in 1993, there were only a handful of community foundations in the state. Today, NCF is helping 105 communities build permanent endowments through grassroots philanthropy.
“Had we not learned from NCF and other funds, we’d still be thinking we’re too little and too poor. But we did it. We met our $200,000 challenge, and we’re not done yet!”
Peggy McDonald Stratton Community Foundation Fund
NCF Grassroots Philanthropy n
n
Dan Miller, chair of the Shickley Community Foundation Fund, says the Fund’s reputation for success with NCF has strengthened its position to set and achieve ambitious goals.
Aiming High Although the town has fewer than 400 people, half of the households in the school district contribute to the
86 affiliated funds building endowments
Shickley Community Foundation Fund. In 2010 the
to benefit 105 communities
Fund reached a landmark. It surpassed the $100,000
44 challenge grants resulting in $4.5
mark in grantmaking, most of which occurred over the
million
past 10 years.
n
$23.8 million in community endowments
n
36,353 contributions in the last 5 years
Shickley and Fillmore County. The Fund has nearly $1.9 million in total assets and expectancies. In April, NCF facilitated action planning with the Fund to set new goals and objectives. The plan calls for building a $12 million community endowment over the next 20 years. The Fund Advisory Committee determined that an endowment of this size will meet ongoing needs and new opportunities for achieving their community’s
Grants have enhanced recreation, fire and safety,
vision for the future. Nearly all committee members
the library, human services, education and more in
have personal planned gifts in place to provide future community reinvestment.
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Leveraged Philanthropy
Giving While Living
NCF helped arrange an estate gift of $615,000
Rolland Ramsthel of Burwell
in 2010 to help small-town public libraries in
decided not to wait to give back
Nebraska. Established by Shirley Kreutz Bennett
to his community. Recognizing
of Lincoln, the fund will provide matching grants
the need for registered nurses in
for infrastructure and operations of libraries in
the area, and to honor his wife,
communities with a population of less than 3,000.
Irene, who was a nurse, Rolland
Communities will need to raise local matching funds
established an endowment to
and compete for grants. Matching grant programs
provide scholarships to nursing
like this are proven catalysts for inspiring charitable giving by local donors and former residents. This term endowment is to be spent down within 10 years, yielding approximately $70,000 in annual investment earnings for grantmaking.
E-Unit members pose at the construction site of a new announcer’s booth in Eustis. Left to right: Ethan Smith, Katie Fagot, Jim Schmeeckle (advisor), Jeff Loshonkohl, Jordan Rieker and Jerud Banzhaf.
Youth-Focused Philanthropy
students in the Burwell area. To date, seven students have
“ I’ve always been very thankful for this scholarship and to the man who donated it, Rolland Ramsthel. I’m a small-town girl at heart. After I get some experience, I want to put down roots and raise a family in a small town where I feel safe and comfortable.” Tina Sheldon Kennedy Fourth-year recipient of the Rolland and Irene Ramsthel Scholarship
received ongoing support for their education over the past four years. Upon his death, Mr. Ramsthel’s estate added $107,000
Fall sports look different in 2010 for the Eustis-
to the permanent fund that now totals more
Farnam Knights, thanks in part to the E-Unit, the
than $300,000. The annual earnings are
youth group of the Eustis Community Foundation
permanently earmarked to support aspiring
Fund. The group was determined to raise money
health care professionals.
and community support for renovating the football field in Eustis. Although some members of the youth group knew the project wouldn’t be completed before they graduated, they persevered. The teens held food sales, did manual labor and asked for donations over a period of years and raised $15,000. Additional funding came from the district’s special building fund and from private donations. The field now has a new scoreboard, announcer’s booth, lights and bleachers. The young In the coming year, libraries in small towns like Bruning will be able to apply for assistance from NCF’s Kreutz Bennett Donor-Advised Fund.
E-Unit learned how to inspire their elders and charitable giving.
Tina Sheldon Kennedy with her parents, Laura and Randy Sheldon. Building Vibrant Communities | 9
Impact Grantmaking For the Prosperity of our People and our Communities The Nebraska Community Foundation is a decentralized system. Decisions on grantmaking are made at the local level. NCF’s role is to provide guidance to assure that grantmaking meets legal requirements and that it is strategic to the future of the community. That future depends on building vibrant communities today where both young people and seniors can thrive.
Students in Boyd, Holt and western Knox counties benefit from an endowed scholarship fund through NCF established by the late Mary Linhart. To be eligible, applicants must explain how they intend to use their education to strengthen rural communities. In
“ I am interested in building my career in a rural community so that I can help families who are overwhelmed and need assistance in their child’s development. Although a speech pathologist may be able to earn a better ‘salary’ in a large city, I believe they can make a better ‘living’ in a rural community where everybody cares and works together.” Avery M. Schneider O’Neill, NE
its first year, the fund
Scholarships
awarded 14 scholarships for a total of $25,000.
Surveys with more than 6,000 students in
Non-traditional Scholarships
40 rural middle and high schools show that more than half of our young people picture themselves living in the area if future career opportunities are available. More than 40% say they are interested in owning their own business someday. Only 12% say their town is too small.
Holt County Economic Development is an NCF affiliated fund that invests in people attraction and entrepreneurship in north-central Nebraska. It helps recruit families and create jobs for people like Steve and Jenny Alder, who returned to Stuart with their daughters Emma and Grace.
10
In rural communities, people are our most valuable resource. For several years, NCF’s affiliated fund in Nebraska City has used its unrestricted endowment earnings for the sole purpose of investing in people who live and work in the community. Scholarships are awarded to adults who wish to further their education or
NCF encourages scholarship programs that
enhance their skills. Building a stronger
target young people who are interested in
knowledge base invigorates our hometowns and
returning to rural areas to build their careers.
stimulates wealth creation. Trever Roberts is
Many affiliated funds use this criterion when
one of this year’s five non-traditional scholarship
awarding scholarships.
recipients. He currently works as a construction
superintendent and
its first grant–$87,500 over three years to support
is studying construction
business coaching in Holt County. The return on
management at ITT
investment on this type of grantmaking will build
Technical Institute in
year after year.
Omaha. This is the second year he has
Engaging Young People
received the award.
McCook is another HomeTown Competitiveness
He works two jobs
community. Major gifts from Andy and Geri
to support his family
Anderson have built an endowment of more than
and pay for school and says the scholarships have really helped.
Trever Robers receives his scholarship at the Nebraska City Community Foundation Fund’s celebration in August 2010.
Entrepreneurship
$500,000 to stimulate entrepreneurship and leadership among young people. The endowment provides support for the Youth Change Reaction leadership group, which works through the McCook
ESI Entrepreneurship Investigation day campers Colleen Melvin, Neta Penner, Joey Cuellar and Cliff O’Dell get insights on running a business from Bill Longnecker of Longnecker Jewelry in McCook. NCF co-developed the award-winning ESI curriculum with UNL Extension 4-H as part of HomeTown Competitiveness.
Community Foundation Fund. Funding also
Creative Investments
HomeTown Competitiveness (HTC) is a
supports entrepreneurship day camps and
Many scholars agree
community-building framework developed by a
curriculum for middle and high school students.
that the creative class
collaborative partnership of the Nebraska
will be a leading force
Community Foundation, the Heartland Center
in the growth of our
for Leadership Development and the RUPRI
economies, and that
Center for Rural Entrepreneurship.
tourism will play an important role. NCF’s
Holt County is using HTC to link philanthropy
affiliated fund in
to leadership development, entrepreneurship
Thedford (pop. 211)
and youth engagement. The county’s nine
regularly supports
communities collaborate to invigorate their local
programs and
economies. Last year the estate of Rudolph Elis
improvements of the
established a $2.3 million endowment through NCF to support entrepreneurship and people attraction in O’Neill, Norfolk and surrounding communities. In 2010 the affiliated fund made
Dawn Bryant is president of the Thedford Art Guild and a member of the Thedford Area Community Foundation Fund Advisory Committee.
Thedford Art Gallery. The gallery draws about 1,200 Members of McCook’s Youth Change Reaction visit their patrons. Top, left to right: Geri Anderson, Alan Goodenberger, Andy Anderson. Front: Mack Alspaugh, Jordan Pick, Anna West, Gavin Harsh.
visitors per year to enjoy award-winning works of art. It is considered a major stopping point along the Sandhills Scenic Byway US Highway 2. Building Vibrant Communities | 11
205 Affiliated Funds of the Nebraska Community Foundation Benefiting 227 Communities in 77 Counties June 30, 2010 This map depicts counties and communities that benefit from planned gifts and affiliated funds of the Nebraska Community Foundation.
Mills Naper Butte Spencer Burton Verdel Bristow Lynch Springview Crofton Niobrara Stuart Bloomfield Bassett Verdigre Johnstown Emmet Wausa Atkinson Creighton Ainsworth Homer O'Neill Hemingford Laurel Orchard Long Pine Inman Page Royal Wayne Thurston Ewing Amelia Clearwater Alliance Chambers Pender Whitman Seneca Norfolk Pilger Bingham Ashby Purdum Oakdale Lyons Meadow Bartlett Elgin Brewster Hyannis Mullen Thedford Decatur Stanton Almeria Grove Halsey Petersburg Tilden Craig Taylor Burwell Dunning Ericson Albion Newman Grove Boone Elyria Ord St. Edward Greeley Primrose Lisco Stapleton Genoa Columbus Cedar North Loup Arthur Linwood Broken Bow Gandy Oshkosh Rapids Belgrade Octavia Arcadia Abie Bellwood Fullerton Lewellen Omaha Wahoo Keystone David City Dix Potter Ralston Clarks Bruno Loup City Rising City Callaway Ansley Silver Creek Brainard St. Paul Osceola Garrison Paxton Brule Ceresco Springfield Big Springs Sidney Surprise Marquette Ulysses Dwight Davey Plattsmouth Ogallala Eddyville Bee Miller Sumner York Seward Waverly Madrid Grant Pleasant Dale Wallace Walton Beaver Crossing Lincoln Elsie Bennet Milford Venango Eustis Maywood Friend Hickman Panama Unadilla Nebraska City Trumbull Exeter Elwood Dorchester Syracuse Talmage Curtis Hayes Center Imperial Burr Holdrege Peru Hallam Johnson Tobias Holstein Roseland Wilber Brock Adams Hamlet Champion Shickley Clatonia Tecumseh Auburn Wauneta Brownville Bruning Palisade Nemaha Belvidere Alexandria Denotes a McCook Hebron Max Stratton Ruskin County-wide Fund Wymore Gilead Diller Trenton Humboldt Haigler Parks Lebanon Red Cloud Hubbell Danbury Benkelman Chester Valentine
Gordon
Kimball
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Norden
93 Community-Based Affiliated Funds
Elgin Community Foundation Fund
Ansley Area Community Foundation Fund
Exeter Area Community Foundation Fund
Arthur Area Community Foundation Fund
Future of Decatur Foundation Fund
Atkinson Community Foundation Fund
Greeley Community Foundation Fund
Bee Area Community Foundation Fund
Grow Garden County Fund
Bennet Area Community Foundation Fund
Hayes County Community Fund
Big Springs Community Foundation Fund
Hebron Community Foundation Fund
Blaine County Area Community Foundation Fund
Hickman Area Community Foundation Fund
Bloomfield Community Foundation Fund
Holt County Economic Development Fund
Boone County Area Foundation Fund
Humboldt Area Community Foundation Fund
Box Butte County Community Foundation Fund
Hyannis Area Community Foundation Fund
Brown County Community Foundation Fund Burwell Community Fund Butler County Area Foundation Fund Butte Community Foundation Fund Callaway Community Fund Ceresco Community Foundation Fund Chambers Community Improvement Foundation Fund Cheyenne County Community Center Foundation Fund Clarks Community Fund Columbus Area Community Foundation Fund CORE Development Community Foundation Fund ( Clearwater, Orchard, Royal, Ewing, Inman, Page)
Craig Community Foundation Fund Creighton Community Foundation Fund Crofton Community Foundation Fund Curtis Community Foundation Fund Davey Area Community Foundation Fund Diller Community Foundation Fund Dorchester Area Community Foundation Fund
Eustis Area Community Foundation Fund
Holstein Improvement Committee Fund
Imperial Community Foundation Fund Keith County Community Foundation Fund Keya Paha County Foundation Fund Kimball Community Foundation Fund Laurel Area Community Foundation Fund Logan County Community Foundation Fund Marquette Community Foundation Fund Maywood Public School Foundation Fund McCook Community Foundation Fund Mullen Area Foundation Fund Mustang Country Community Development Fund (Eddyville, Sumner, Miller)
Pender/Thurston Education & Community Foundation Fund Perkins County Community Foundation Fund Plattsmouth Community Foundation Fund Ralston Community Foundation Fund Red Cloud Community Foundation Fund Roseland Community Foundation Fund Ruskin Community Foundation Fund St. Edward Medical Clinic Fund St. Paul Community Fund Shickley Community Foundation Fund Spencer Community Foundation Fund Springfield Community Foundation Fund Stanton Community Foundation Fund Stratton Community Fund Stuart Community Foundation Fund Syracuse Development Foundation Fund Tecumseh Community Foundation Fund
Resident Kate Deden and Director of Dietary Services, Mary Schriver, enjoy a cup of coffee at Good Samaritan Society-Wolf Memorial in Albion. Grants from the Boone County Area Community Foundation Fund helped to refurbished dining room. The Fund is building an endowment that supports a broad range of programs for seniors, youth, and young adults who wish to further their education in order to better serve their community.
Thedford Area Community Foundation Fund Tilden-Meadow Grove Community Foundation Fund Trenton Community Foundation Fund Trumbull Community Foundation Fund Unadilla Area Fund Valley County Community Foundation Fund
Naper Community Foundation Fund
Verdigre Community Foundation Fund
Community-Focused Endowment Building
$50
Nebraska City Community Foundation Fund
Wallace Community Foundation Fund
Nemaha County Development Foundation Fund
Wauneta Community Foundation Fund
Endowed assets plus expectancies (numbers in millions)
$40
Newman Grove Community Foundation Fund
Greater Waverly Area Foundation Fund Wayne Community Foundation Fund
Niobrara Community Foundation Fund
$20
Norfolk Community Foundation Fund
Wheeler County Community Foundation Fund
$10
Oakdale Community Fund
Wilber Area Community Foundation Fund
O’Neill Community Foundation Fund
John and Alyce Wozab Memorial Fund
Palisade Community Foundation Fund
Wausa Community Foundation Fund
(Valley County)
$30
As of June 30
01
02
03
04
05
06
07
08
09
10
Building Vibrant Communities | 13
0
“ When the Chase County Hospital Foundation began the process of creating a permanent endowment, the Nebraska Community Foundation was excellent to work with. The NCF staff is knowledgeable and helpful in guiding us through the process. I appreciate the easy-to-understand updates we receive on our investment and the educational programs NCF provides. Another plus is working with an organization that is focused on strengthening Nebraska and understands our rural areas.” Randy Vlasin, Executive Director, Chase County Hospital Foundation
205 Affiliated Funds of the Nebraska Community Foundation (continued) 54 Organizational Affiliated Funds Chase County Hospital Foundation Fund Christian Heritage Endowment Fund Columbus Schools Foundation Fund Community Assistance Initiative Fund Country Club Neighborhood Assn. Charitable Foundation Fund EndowNebraska Fund Environmental Quality Incentive Program Fund Every Woman Matters Fund Friends of the Governor’s Residence Fund FutureForce Nebraska Fund
14
First National Bank of Omaha Fund
Nelson Institute Fund
Bud and Georgie Gerhart Family Fund
North Platte Decree Committee Fund Northeast Nebraska RC&D Foundation Fund
Robert and Jeanette Hunt Great Plains Communications Donor-Advised Fund
Partnerships for Innovation Fund
Leona Ihde Donor-Advised Fund
Platte River Recovery Implementation Program Fund
Kenner Family Fund
Rainwater Basin Joint Venture Fund
Karl H. and Wealtha H. Nelson Foundation Fund
RUPRI Fund
Nelson Family Donor-Advised Fund
SkillsUSA Nebraska Foundation Fund
Thomas H. and Cynthia Olson Family Donor-Advised Fund
State Capitol Fountain Fund
Jim and Mitzi Fox Family Donor-Advised Fund
Kreutz Bennett Donor-Advised Fund
State Chamber’s Leadership Nebraska Foundation Fund
Ron and Judy Parks Donor-Advised Fund
TeamMates of Columbus Foundation Fund
Anthony and Marion Raimondo Fund
Tech Foundation Fund
Margaret Russell Trust Donor-Advised Fund
Foundation for Thayer County Health Services Fund
Paul and Karen Seger Family Fund
Johnson County Hospital Foundation Fund
Turner Community Youth Development Initiative Fund
Frank and Shirley Sibert Donor-Advised Fund
Lucille Burch Foundation for Animal Companions Fund
Ukena Charitable Trust Fund (Gordon)
Grace Lutheran Church Foundation Fund Heartland Big Brothers Big Sisters Charitable Fund Heritage Nebraska Main Street Fund HomeTown Competitiveness Fund Irvingdale Neighborhood Association Fund
Midwest US - Japan Association Fund
Randy Vlasin, Executive Director, Chase County Hospital Foundation and Jessica Skomp, who returned to Imperial and is completing her education with scholarship support from the Imperial Community Foundation Fund and the hospital’s foundation.
Diane Nelson Endowment for the Governor’s Residence Fund
Valley County Health System Foundation Fund
Milford Public Schools Foundation Fund
Wachiska Audubon Society Natural Area Acquisition Fund
Nebr. Area Health Education Centers Fund
The WealthSpring Fund
Nebr. Business Hall of Fame Scholarship Fund
Witherbee Neighborhood Assn. Foundation Fund
Nebr. CASA Association Dodge County Fund
Wymore Public Library Fund
Nebr. Cattlemen Research and Education Foundation Fund
33 Donor-Advised Funds
Nebr. Children and Families Foundation Fund
Erna R. Badstieber Trust Donor-Advised Fund
Nebr. DECA Fund
Black Hills/Nebraska Gas Utility Fund
Nebr. Foundation for Agricultural Awareness Fund
William and Rose Marie Brandt Fund
Nebr. Independent Bankers Foundation Fund
Bruning State Bank Donor-Advised Fund
Nebr. Jaycees Scholarship Fund Nebr. LEAD Alumni Association Fund
Richard and Paula Casey Family Donor-Advised Fund
Nebr. LEAD Program Foundation Fund
The Connie Endowment Fund
Nebr. Library Association Foundation Fund
William H. and Erma C. Damme Fund
Nebr. Nurses Association Foundation Fund
Rudolph R. Elis Donor-Advised Fund
Nebr. Volunteer Foundation Fund
Farmers National Foundation Donor-Advised Fund
Raile Family Fund
Sprague Scholarship Endowment Fund Steinhart Foundation Fund Thuman Family Donor-Advised Fund Dale and Jean Tinstman Family Fund Verner and Mildred Vinzant Donor-Advised Fund Wilson/Taylor Family Fund Anonymous Donor-Advised Fund (2)
6 Designated / Field of Interest Funds Dennis Berens Rural Health Fund Ken Good Scholarship Fund Lyndall A. Harris Memorial Fund McManigal Family Fund Nagengast Family Scholarship Fund Youth Scholar College Scholarship Fund
19 Life Income Funds – Additional gifts are invested through NCF to benefit Nebraska communities and organizations and provide income for the donors.
Gifts Planned for Community-Focused Endowments
Planning a Gift to Your Community Nebraskans are among the most generous
June 30, 2002
June 30, 2010
Planned Gifts
18
146
Communities
14
61
$6 million
$26 million
Amount
people in the nation in terms of charitable giving and volunteering. We hardly think
Fund. Additional gifts were given to the Ord
twice about giving to the causes we care
Volunteer Fire Department and the United
about. We should.
Methodist Church in Gold Canyon, Arizona.
NCF is helping Nebraskans and their
Gift Planning within Affiliated Funds
financial advisors make thoughtful decisions about their giving options. We take the
NCF teaches its affiliated fund leaders to
mystery out of planned giving. We make it
model the behavior they hope to see in
easy to make a meaningful gift, during your lifetime and beyond. More and more, people are discovering the
others. This means giving back to their Naomi and Lloyd Geweke, Ord, NE
community through their own planned gifts.
Gifts to Causes We Care About
One of the simplest and most convenient
family and their community, while avoiding
NCF helps generous people create gift
insurance with the community fund named
unnecessary taxes.
plans that benefit their community and,
as a beneficiary. These types of policies
in many cases, alleviate the burden of
are in place for Decatur, Norfolk, Eustis,
financial responsibilities and avoid
Thedford, Shickley, Columbus, Pender,
unnecessary tax.
O’Neill and Diller, to name only a few.
security of providing for themselves, their
A charitable gift arranged for your specific circumstances can: n n n n n
Provide lifetime income Bypass capital gains taxes Benefit your business Maximize current tax benefits Avoid double taxation
NCF helped Lloyd and Naomi Geweke of Ord arrange a gift of real estate in Arizona that netted $286,000 upon its sale. The couple made generous gifts to Valley County Health System Foundation
Importantly, a planned gift through NCF allows
Fund; the Geweke Family Ord United
you to do more for what matters most to you.
Methodist Church Endowment and the
Contact Jim Gustafson, NCF Gift Planning
Geweke Family Youth Endowment within
Director, (402) 323-7341, to discuss your options.
the Valley County Community Foundation
“ I’m so happy my parents were able to turn the sale of a second home they no longer needed into gifts that will create a legacy for generations—here at home in Valley County.” Jean Stowell Daughter of Naomi and Lloyd Geweke Ord, NE
methods of planned giving is a gift of life
Some people, like Larry and Angie Peirce of Butler County, have created policies for both their current communities and the hometowns where they grew up. Others, like Doug and Judy Gaswick of Imperial, have made generous gifts of life insurance to both their hometown and the Nebraska Community Foundation.
“ NCF staff and our insurance agent provided us the expertise so we knew exactly what our choices were, how it would work, and what we would be able to give. Really, this was the only way we could make a gift at this level. It was easy!” K.C. Belitz Columbus Area Community Foundation Fund President, Columbus Area Chamber of Commerce
This is leadership inspiring by example. Building Vibrant Communities | 15
Secure the future… “ A gift annuity is more than a gift to charity. It is a way to give to one of your favorite charities and also give to yourself. This is especially true during this time of low interest rates. Depending on your age, you can increase your income considerably compared to a savings account or other investments.” Frank Sibert Kearney, NE
…for yourself, your loved ones and your community.
another beneficiary with dependable income for life. You may also benefit from significant
By making a life income gift with the Nebraska
tax savings. Best of all, you can feel proud that
Community Foundation, such as a charitable
your gift will help build a vibrant future for
gift annuity, you can provide yourself and/or
generations to come.
A Gift That Lives With You
Your Gift Annuity Will:
In today’s economic environment, you may want to
n
Increase your income
consider the many advantages of a gift annuity as a
n
Provide a guaranteed fixed income for life
way to give back to your community. A gift annuity
n
Allow you to enjoy partially tax-free income
is an agreement between you and the Nebraska
n
Provide a charitable income tax deduction in
Community Foundation that will benefit you
Frank and Shirley Sibert Read their story at nebcommfound.org/sibert
the year of the gift
immediately and eventually benefit your community.
n
Provide payments now or in the future
The concept of a gift annuity has been around for
n
Help your hometown
more than a century. It is easy to establish a gift annuity and it does not involve any initial costs. An annuity gift can be funded with cash or securities. Sample Annual Payments for a $20,000 gift for a single beneficiary.* Age
Rate
Annual Income
Income Tax Deduction
65
4.5%
$900
$7,999
75
5.4%
$1,080
$10,171
85
7.1%
$1,420
$12,236
90
8.0%
$1,600
$13,502
*These calculations are based on rates recommended by the American Council on Gift Annuities and the IRS interest rate of 2.8% for July 2010. All fees are taken into account in the calculation of the payout rate.
16
“ I’m thankful that a number of my clients who have wanted to give back to their community have utilized the Nebraska Community Foundation as a resource for expertise and professionalism. It’s really unmatched. I’ve never found anything like this in my 36 years of estate planning.” Jim Fehringer, Attorney at Law Fehringer, Mielak & Fehringer, P.C. Columbus, NE
For more information contact Jim Gustafson,
Or search “charitable gift annuity” at
NCF Gift Planning Director at (402) 323-7341
www.nebcommfound.org for stories about people
or jgustafson@nebcommfound.org.
like you who have chosen this wise way of giving.
The Legacy Society Becoming a Member of the Legacy Society The Nebraska Community Foundation’s Legacy Society is our way to celebrate and say thank you to generous donors both of current gifts and future gift provisions through estate plans that benefit Nebraska’s hometowns.
You will be enrolled in the Legacy Society
hometown or if you have already made a
when you let NCF know of your charitable
future gift intention in your will, through
intentions. With permission, you will be
a beneficiary designation or with a life
honored in NCF’s annual report and you
income arrangement, contact Jim Gustafson,
will receive an invitation to attend the NCF
Gift Planning Director, at (402) 323-7341 or
annual banquet.
jgustafson@nebcommfound.org.
If you would like to support the Nebraska
Recognition in the Legacy Society is based on contributions made through and information known on or before June 30, 2010.
Community Foundation, give back to your
The NCF Stakeholders Club honors those generous donors who have advanced our community-building mission by providing direct support to the Nebraska Community Foundation. Membership recognizes outright cumulative gifts of $10,000 or more, and/or irrevocable planned future gifts of $10,000 or more. America First Foundation Omaha
Cooper Foundation Lincoln
Ameritas Charitable Foundation Lincoln
Cornerstone Bank York u
Bruning State Bank Bruning u The Day Companies, Inc. Norfolk u ConAgra Foods Foundation Omaha Consolidated Companies/ Thompson Family Lincoln u
Brandon and Tammy Day Norfolk Jay Dunlap Milford First National Bank of Omaha Omaha u The Ford Foundation New York, NY
Douglas and Judy Gaswick Imperial
Peter Kiewit Foundation Omaha
John and Carmen Gottschalk Omaha
Frank and Shirley Sibert Kearney
Great Plains Communications, Inc. Blair
Kathleen Thuman / Lincoln Farmers State Bank / Maywood u
HunTel Systems Blair
W.K. Kellogg Foundation Battle Creek, MI
Kim* and Bruce Lauritzen Omaha
Richard and Darlene Walter Shickley u
Fred and Carol Lockwood Scottsbluff u
Elaine Wolf Albion u
Richard and Louisa Manning Geneva McCarthy Group Advisors LLC Omaha
The following donors have shared their intention to support NCF through a revocable planned future gift.
McCook National Company McCook u
Fred and Penni Bruning Bruning
Ken Morrison Hastings
Wayne and Beverly Buller Ericson
Robert Mundy Omaha u Ron and Judy Parks Papillion u
Steve Buttress and Jan Weber Kearney Judith Scherer Connealy and Matt Connealy Decatur
Douglas A. and Patricia L. Friedli Nebraska City Mark and Linda Graff McCook Jim and Terri Gustafson Lincoln
James P. Scholz Omaha Nicole Sedlacek O’Neill Frank and Shirley Sibert Kearney
In memory of Leo Hink
Dennis Stara Lincoln
Jana M. Jensen Bingham
Bob and Jean Stowell Ord
Fred and Carol Lockwood Scottsbluff
Brian and Kelli Thompson Waverly
Maxine and Francis Moul Lincoln
Kathleen Thuman and Family Lincoln
Irv and Wanda Omtvedt Lincoln
Richard and Darlene Walter Shickley
Ron and Judy Parks Papillion
Diane M. Wilson Lincoln
Pete and Jonnie Peterson Brule
Jeffrey Yost and Cindy Ryman Yost Lincoln
Beverly and Jack* Pollock Ogallala Jon D. and Jennifer L. Schmaderer Stuart
u
I ncludes multi-year pledges paid to date.
* Donor is deceased.
Building Vibrant Communities | 17
The Jim and Elaine Wolf Club recognizes the generosity of those who have made cumulative, lifetime gifts of $100,000 or more to an NCF affiliated fund. The Club is named in honor of the late Jim Wolf and his wife, Elaine, of Albion, who initiated NCF’s endowment with a gift of $100,000, and provided the first $100,000 challenge grant to Boone County to build a permanent endowment. Lemoine “Andy” and Geri Anderson McCook John* and Catherine Angle Lincoln Brandt Family Unadilla Wayne and Beverly Buller Ericson Larry and Mary Lynn Callen Tucson, AZ Thomas and Charlene Chilvers Pierce
First National Bank of Omaha, Inc. Omaha Arlen Lohmeyer* Raymond Lohmeyer*
“ The Legacy Society was dear to Jim’s heart, as is the Nebraska Community Foundation to mine. We’ve always believed in giving back to the community that gave to us.” Elaine Wolf Albion, NE
Tom and Cynthia Olson Lisco Ron and Judy Parks Papillion
William* and Erma* Damme
Raile Family Benkelman
Dennis and Toni Werner Chambers
Charles* and Marge* Durham
Rolland R. Ramsthel*
George F. Garlick Richland, WA
Harold and Marilyn Rink Pender
Hugh, Bill and Cam* Wilkins Geneva
Bud and Georgianne Gerhart Lincoln
Suzanne and Walter Scott Foundation Omaha
Lloyd and Naomi Geweke Ord
Harold W. Sears*
Gerald and Verlene Gunderson Wausa Bonnie McManigal Gupta Sebastopol, CA Robert Harm* Don and Alice Harpst McCook In Memory of Lyndall Harris* Robert Hunt * Kermit and Lottie Wolf* Karns Imperial Kenner Family Hebron Richard P. and Laurine Kimmel Charitable Foundation Lincoln 18
In honor of Vincent J. and Marie V. Kreifels Nebraska City
Paul and Karen Seger Atkinson Frank and Shirley Sibert Kearney Thompson Family/ Consolidated Companies Lincoln Kathleen Thuman / Lincoln Farmers State Bank / Maywood Dale and Jean Tinstman Lincoln Gaylord Wallace Burwell Ona A. Warden Mullen
Wilkinson Family Curtis Jim* and Elaine Wolf Albion Michael Yanney Family/America First Companies Omaha * Donor is deceased.
“ An alliance with NCF allows ordinary people to attain extraordinary achievements. Working together, we facilitate the process of people providing a legacy to their communities.” Jim Bradford Bradford Insurance Agency Norfolk, NE
“ We believe in the future of our community and wanted to show commitment to that belief by investing in the youth of the McCook area by setting up an endowment fund. The annual proceeds of the Anderson Family Endowment will be used to strengthen our youth and help solidify McCook’s future. It is intended to reenergize our community by giving young people the opportunity to help shape the future of the community we hope they will call home for years to come.”
Lemoine “Andy” Anderson McCook, NE
The Connie Day Club honors special
Lemoine “Andy” and Geri Anderson McCook
friends who have made a future gift intention
Estate of Erna Badstieber
of $500,000 or more in their will, through a
Brandon and Tammy Day Norfolk John Day Ravenel, SC
Estate of Grace Moller Greg M. Retzlaff Adams Estate of Margaret Russell
beneficiary designation or with a life income
Estate of Shirley Kreutz Bennett
Estate of Rudolph Elis
arrangement to an affiliated fund of the
John* and Maurine* Biegert
Estate of James Fisher
Frank and Shirley Sibert Kearney
Nebraska Community Foundation. By
Estate of Bruno and Laverne Boettcher
Bernard and Susan Hay Scottsdale, AZ
Allen D. Strunk Las Vegas, NV
designating a $500,000 life insurance policy
Densil* and Elaine Christiansen Pender
Estate of Leona M. Idhe
Estate of Mildred and Verner Vinzant
to establish the Connie Fund, Connie Day
Estate of Leonard and Audrey Cumming
created an endowment to benefit the
Estate of Connie Day
Estates of Margaret and Mary Linhart
Mark and Linda Graff McCook
Larry R. Larson Omaha
Michael and Lynn Namuth Sidney
Joan Hendrickson Shickley
Estate of Arlen Lohmeyer
Elsie A. Newman Imperial
Estate of Arnold W. Henrichs
Chad Lottman Diller
children of Northeast Nebraska.
The Hometown Heritage Club recognizes friends who have made provisions in their estate plans with a future gift intention of any amount to benefit an affiliated fund of the Nebraska Community Foundation. Estate of Wyonna Alfs Estate of Laura “Merle” Atkinson Dr. John L. Batty McCook Kerry and Colleen Belitz Columbus Estate of Barbara J. Birmingham F. Kay Blackstone Red Cloud Marcia A. Boden Roseville, CA Estate of Elizabeth Boyce William B.* and Rose Marie Brandt Unadilla Estate of Joe C. Brewster Judith K. Brockmeier Eustis Steve and Sharon Brown Valentine Frank L. and Mary B. Bruning Bruning
Fred and Penni Bruning Bruning Janet L. Krotter Chvala Atkinson Judith Scherer Connealy and Matt Connealy Decatur
Mark A. and Suzanne M. Kolterman Seward
In Memory of Leo Hink Estate of Eleanora F. Houser Neal* and Elizabeth Hunt Albion Helen F. Jasa Fremont Jana M. Jensen Bingham Gene and Beverly Johnson Wausau
Estate of Raymond Lohmeyer
Douglas and Cindy Lottman Diller Bonnie and Gerry Luckey David City Donald Lundeen Newman Grove Ronald Maas Bennet
James and Virginia Nissen Lincoln LG Norman Pender Chuck and Jana Olsen Norfolk Estate of Edward and Eldiva Pavlik Larry and Angie Peirce David City Estate of John B. Petteys
Lester* and Helen* Wolfe Estate of John and Alyce Wozab
Estate of John H. Seide Dennis* and Rita Shimmin Ogallala Shawnna L. Silvius Nebraska City Estate of Randall J. Smith Janice Spurling Shickley Jim* and Peggy Thalken Ogallala Ted and Ramona Thieman Petersburg Estate of Russell Troxell
Helen E. Martens Atkinson
Tom and Verla Plummer Lincoln
Richard L. and Darlene K. Walter Shickley
Estates of Eugene and Bonnie Martinson
Lois and Richard* Quimby Nebraska City
Kathryn A. Wall McCook
Marilyn D. McNabb Lincoln
Estate of Rolland R. Ramsthel Estate of Edith M. Robbins
Ona O. Warden Mullen
Redge and Phyllis Meierhenry Clancy, MT
Don and Sally* Schmaderer Stuart
Merritt C. Warren Creighton
Joseph R. and Gina D. Kamler Shickley
Doris B. Miller Stuart
Ray and Deb Welsh Pender
Estate of Paul M. Fox
John C. Klosterman David City
Francis and Maxine Moul Lincoln
Jon D. and Jennifer L. Schmaderer Stuart
Dawn Koehlmoos Fremont
Estate of Kenneth J. Good
Wendell and Joyce Kronberg Ralston
Dr. D. J.* and Josephine Nagengast Bloomfield
Estate of Karen J. Winship
Douglas and Judy Gaswick Imperial
Mike Schuldt Plattsmouth
Estate of John E. Daro Bette J. and Robert A. Essig Burwell Estate of Dale and Irene Fadschild Jared and Julie Faltys and Family Norfolk Douglas A. and Patricia L. Friedli Nebraska City Mitzi Fox Albion
Loral* and Elna Johnson Imperial Terry and Gwen Johnson Ogallala Calvin* and Audrey Jones and Family Thedford
Nicole Sedlacek O’Neill
Estate of Sylvia Viola Wilson Don and Michelle Wolfe Overland Park, KS * Donor is deceased. Building Vibrant Communities | 19
Contributions to Affiliated Funds Donor
Beneficiary
$500,000 AND ABOVE
Beneficiary
Heuermann Foundation
Marquette, Leadership Nebraska
Leona Ihde Revocable Trust
Leona Ihde Donor-Advised Fund
Estate of Mary A. Linhart
Youth Scholar College Scholarship Fund
Shirley M. Kreutz Bennett Trust
Kreutz Bennett Donor-Advised Fund
Estate of Dr. Delwyn Nagengast
Nagengast Family Scholarship Designated Fund
Karl H. and Wealtha H. Nelson Family Foundation Inc.
Nebraska City, Karl H. and Wealtha H. Nelson Foundation Fund
The Ethel S. Abbott Charitable Foundation
Tilden-Meadow Grove
Sears Family Trust
Decatur
$250,000 to $499,999 Kenneth J. Good Irrevocable Trust
Ken Good Scholarship Designated Fund
Geweke Ranch Inc.
Lloyd and Naomi Geweke Donor-Advised Fund
$100,000 to $249,999 Frank and Shirley Sibert Red Cloud, Frank and Shirley Sibert Donor-Advised Fund, Nebraska Cattlemen Research and Education Foundation Fund, WealthSpring Humboldt Community Foundation Inc.
Humboldt
Richard P. Kimmel and Laurine Kimmel Charitable Foundation
Nebraska City, Unadilla, Heritage Nebraska Main Street
Peter Kiewit Foundation Columbus, Hyannis, Imperial, Keith County, McCook, Norfolk, O’Neill
$15,000 to $24,999 The John, Paul, Anton and Doris Wirth Foundation Inc.
Nebraska City
Pinnacle Bank Columbus, Holt County, Keith County, O’Neill, Perkins County, Verdigre, Nebraska Business Hall of Fame Scholarship Fund, Nebraska LEAD Program Estate of Arnold W. Henrichs
Diller
Don and Alice Harpst
McCook, Stratton
Ron and Jeanie Carson
Decatur
Sylvia Viola Wilson Revocable Trust
Shickley
Tri-County Bank
Holt County, Stuart
Estate of Rolland R. Ramsthel
Burwell
Estate of Eleanora F. Houser
Wilber-Clatonia
Estate of Elizabeth Boyce
Wauneta
Gendlar Charitable Fund
Heritage Nebraska Main Street
$50,000 to $99,999
$10,000 to $14,999
Farmers National Company
Farmers National Foundation Donor-Advised Fund
Columbus Area United Way Inc.
Columbus, CASA Connection
The Steinhart Foundation Inc.
Nebraska City
Ruth McMaster
Nebraska City, Nemaha County
Estate of Bonniebel “Bonnie” Martinson
Spencer
Larry and Karen Larson
Pender-Thurston
Heartland Big Brothers Big Sisters Heartland Big Brothers Big Sisters Charitable Foundation Fund
Ronald and Merrill Alfs
Shickley
Stuart Development Corporation
Stuart
Great Plains Communications Inc. Elgin, McCook, Perkins County, Stratton, Wausa, Nebraska Business Hall of Fame Scholarship Fund
Thomas Buckley Trust
Keith County, Nebraska LEAD Program
Consolidated Companies Inc.
Arthur, Eustis, Maywood, Perkins County, Thedford, Wallace
Butler County Clinic P.C.
Butler County
Christian Heritage Children’s Home
Christian Heritage Endowment Fund
COPIC Medical Foundation
McCook
Richard E. and Louisa L. Manning
Exeter
$25,000 to $49,999
20
Donor
Bank of Marquette
Marquette
National Trust for Historic Preservation/DC
Heritage Nebraska Main Street
Gary and Caroline Skopec Aten
Brown County, Stuart
Gaughan Family Foundation
Burwell
Home Builders Association of the Norfolk Area Norfolk Robert and Janice Batt Foundation Fund
Friends of the Governor’s Residence
TC Ranch Inc. Nebr. Cattlemen Research and Education Foundation Fund
Donor
Beneficiary
Donor
Beneficiary
Zachry Industrial Inc.
Nebraska City
Cub Scout Pack 196
Burwell
Eunice Anderson
Wausa
American Legion Post #16
Norfolk
JoAnn H. Bradford
Norfolk
Brent L. and Lori B. Moore
Exeter
W. H. and E. C. Damme Farms LLC
William H. and Erma C. Damme Donor-Advised Fund
Jeffrey and Rebecca Gerhart
Newman Grove
Rachel K. Dirkse
Unadilla
Commercial National Bank of Ainsworth
Brown County, Keya Paha County
Valley Health Services Inc.
Bloomfield
John and Marlene Ferguson
Marquette
Farmers Mutual Insurance Company Nebraska Business Hall of Fame Scholarship Fund, of Nebraska Nebraska LEAD Program
Marolf Charitable Trust
Norfolk
James T. and Linda L. McCabe
Exeter
O’Neill
Allen and Lois Steuter
Brown County
Valley County Health System Foundation
Elkhorn Valley Bank and Trust
Norfolk
Stuart
EBS Management Inc.
Eustis
Heritage Nebraska Main Street
Austin Keller Memorial Fund
Eustis
Karen E. Nollette Valley Co. Health System Foundation Estate of Sally Schmaderer The Gifford Foundation
We Mart LLC
Wheeler County
$5,000 to $9,999
David and Susan Spann, DDS
Brown County
The Day Companies Inc.
Norfolk
G.M. and Geraldine Sutton
Stratton
Shickley
Alegent Health
EndowNebraska
Richard F. and Paula B. Casey Donor-Advised Fund
Garfield County Foundation
Burwell
Petersburg
Susan G. Komen Breast Cancer Foundation
Every Woman Matters Fund
Palisade
Stangel Pharmacy Inc.
Decatur
Tony and Jeanne Raimondo Anthony F. and Marion J. Raimondo Donor-Advised Fund, Nebraska Business Hall of Fame Scholarship Fund
Stanton Telecom Inc.
Stanton
June R. Bentley
Boone County
Dale and Jeanie Tinstman Nebraska Business Hall of Fame Scholarship Fund, Tinstman Family Donor-Advised Fund
Nebraska LEAD Alumni Association
Nebraska LEAD Program
Dan and Jane Drake
Exeter
Sterns Charitable Foundation Inc.
Hyannis
Superior Pharmacy Inc.
Superior
Adair Ballagh
Burwell
Myrl and Bessie Mather Foundation
Marquette
Sterling Dyer
Exeter
Rock Creek Farms
Burwell
John and Judith Dinneen
Exeter
William and LaVonne Lippold
Brown County
McCook National Company
McCook, Stratton
John C. and Cynthia A. McCabe
Exeter
Kropp Charitable Foundation
Nebraska City
Mundhenke Family LLC
Brown County
Nebraska Investment Finance Authority
Imperial
Wagonhammer Ranches
Wheeler County
Nucor Corporation
Norfolk
PST
Columbus
Nebraska Cattlemen Beef Pit
Nebr. Cattlemen Research and Education Foundation Fund
Pobbattt Inc.
O’Neill
Nebraska Association of SkillsUSA Inc.
SkillsUSA Nebraska Foundation Fund
Eustis Lions Club
Eustis
Stapleton Chamber of Commerce
Logan County
Ann S. Wells
Logan County
Jay Yost and Wade Leak
Red Cloud
Shickley Cemetery Association Dick and Paula Casey Ted and Ramona Thieman Hovorka Trust
Building Vibrant Communities | 21
Financial Summary Total Assets
56.6
(in millions) 46.3
48.8
$60 $50
Permanent Endowments Under Management
$30 25.0
$30
24.9
13.9
25.5
22.8
32.9
18.6
32.1
(in millions)
$40
17.1
$40
$20 15.4
20.4
12.9
$20
11.0
13.7 7.1
$10
8.5
$10
4.8
0 As of 06.30.10
01
02
03
04
05
06
07
08
09
10
As of 06.30.10
Grants and Disbursements
01
02
03
04
05
06
07
08
09
10
0
Number of Contributions Per Year
(in millions) $25
To NCF and its Affiliated Funds
20.3
8,018
$20
18.6
10,000
7,794 7,149
8,000
6,946 6,446
5,927
$15
6,000
5,043 4,615
4,543
10.2
4,000
7.5
7.2 5.7
5.3
5.0
$10
8.6
8.6
3,620
$5
2,000
0 Fiscal 01 Year 2010
22
02
03
04
05
06
07
08
09
10
Fiscal 01 Year 2010
02
03
04
05
06
07
08
09
10
0
Source of Funds
Use of Funds
TOTAL: $30,167,618
TOTAL: $30,167,618
All Funds
All Funds
For fiscal year ended 06.30.10
For fiscal year ended 06.30.10
NCF Operations, 7.4% Development & Endowment Organizational Funds Community Funds
4.4% 16.9%
Public/Private Partnerships 55.2%
Other Fund Types 4.1% (Designated, Field of Interest, Life Income Gifts) Donor-Advised Funds
12%
Fundraising for NCF and Affiliated Funds
0.7%
Administrative Fees Paid by Affiliated Funds
2.4%
NCF Management & General
1.6%
NCF Program Services Delivery
2.9%
Invested & Endowed Assets 24.9%
Grants & Disbursements – All Other Affiliated Funds 25%
Source of Funds
Use of Funds
NCF Operations and Development
NCF Operations and Development
TOTAL: $1,572,540
TOTAL: $1,572,540
For fiscal year ended 06.30.10
For fiscal year ended 06.30.10
NCF Endowment Payout
9.8%
Investment Income
6.5%
Administrative Fees– All Other Affiliated Funds
30.4%
Grants & Disbursements– Public/Private Partnerships 42.5%
Contributions, Grants & Contracts 36.9%
Administrative Fees – Public/Private Partnerships 16.4%
The financial statements of the Nebraska Community Foundation are audited annually by an independent public accounting firm. A copy of the audited financial statements may be obtained by contacting the Foundation’s office. A copy of the Foundation’s tax filing (Form 990) may be obtained on the Foundation’s Web site or by contacting the Foundation’s office.
Fundraising for NCF and Affiliated Funds S-T Investments
Program Services Delivery 55.7%
13.5% .1%
Management & General 30.7%
Building Vibrant Communities | 23
Transfer of Wealth America's Wealth Transfer:
America’s Wealth A LikelyTransfer: Scenario A Likely Scenario 12%
United States Estimated Wealth Transfer =$41 Trillion
11% 10%
HomeTown Competitiveness
In 2002 the Nebraska Community Foundation completed its groundbreaking work in analyzing the intergenerational transfer of wealth for each county in
Rural Nebraska Estimated Wealth Transfer =$94 Billion
Nebraska Estimated Wealth Transfer =$258 Billion
8%
billion will transfer from one
6%
generation to the next in the
5%
first half of this century.
4% 2005
2010
2015
2020
United States
2025
2030
Nebraska
2035
2040
2045
2050
Rural Nebraska
Nebraskans are among the most generous people in
Nebraska Community Foundation ranking third in County-Based Transfer of WealthAmerica, Analysis Nebraska Community Community Foundation Nebraska Foundation Nebraska Community Foundation the nation for charitable County-Based Wealth Analysis County-BasedTransfer Transfer ofofWealth Analysis County-Based Transfer of Wealth Analysis
framework called HomeTown
counties alone at least $94
7%
2000
giving and volunteering by Forbes Magazine. If only a small portion of the intergenerational wealth
“ HomeTown Competitiveness in Garden County is developing the leadership necessary to create the future of our communities. It is being driven by people, including youth, who are passionate about their communities and who see that tiny changes can solve huge problems.”
transfer was gifted back to community endowments
Tom Olson Lisco State Bank Lisco, NE
where the wealth was built, Peak of Transfer Peak of Transfer Peak of Transfer
Group 1 - 2000 to 2014 Group 1 - 2000 to 2014 Group 2 - 2015 to 2039 Group 2 - 2015 to 2039 Group 3 - 2040 and after Group 3 - 2040 and after
rural Nebraska would have millions of
Group 1 - 2000 to 2014
dollars each year to reinvest in education,
Group 2 - 2015 to 2039
health care, recreation, child care, and
Group 3 - 2040 and after
importantly, economic opportunities for families to prosper. NCF encourages people to consider their community as
P.O. Box 83107 n Lincoln, NE 68501-3107 www.nebcommfound.org 402.323.7330 n 402.323.7349 (FAX ) info@nebcommfound.org
harness the power of charitable giving through a community development
our state. We estimate that in rural
9%
NCF is leading a statewide initiative to
another child.
Competitiveness (HTC). HTC builds on local resources that nearly every rural community already has – no matter how small: n
n
n
n
Leadership to mobilize communities with a long-term vision for prosperity Entrepreneurship to support innovation and economic growth Youth Engagement to cultivate a sense of belonging and opportunity Philanthropy to provide financial resources for community and economic development
NCF is working in communities across the state to implement the HTC framework. Nationally, NCF’s HomeTown Competitiveness approach is being adapted in Michigan, Missouri, Kansas, Indiana, North Dakota and Arizona.