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Northwest Minnesota Foundation

Family of Funds Photo: Monte Draper


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Introduction Mission Statement

As a regional community foundation, the Northwest Minnesota Foundation is committed to making the region a better place to live and work. We bring people together to develop ideas, provide training and education, and broaden communication. As a funding partner, we help communities, organizations and businesses shape their future. We also are the means by which individuals can add quality to the communities in which they reside through donations to community and component funds. The family of funds housed at the foundation support the health and education of residents, add to the cultural fabric, provide community services, help people to protect or enjoy the environment, develop economic assets, and help families become involved in philanthropy through donor advised funds. The volunteers who comprise the advisory committees and the donors who generate these endowments are the power behind philanthropy. Our family of funds would be worth little without the people who understand that giving to endowment funds is the best investment for the future; they would struggle to succeed without the volunteer advisory committees that seek out donations, promote philanthropy and recommend grants. It takes caring compassionate people to move the funds forward. By working through the Northwest Minnesota Foundation, people can exercise their own power of philanthropy with the security of sound management, strong investment strategy and the knowledge that they have made a difference.

The Northwest Minnesota Foundation invests resources, creates opportunities and promotes philanthropy to make the region a better place to live and work.

Philanthropy in Northwest Minnesota The best, classic definition of philanthropy is “private initiatives for public good, focusing on quality of life.� Much and perhaps most of philanthropy is not about the rich helping the poor, but about groups helping themselves; that donors and charities are on the same team as investment partners. The Northwest Minnesota Foundation provides the structure by which individuals, businesses and organizations help create the asset base of their community. As you page through this Resource Special Edition, you will see the impressive list of over 225 NMF component funds. Although foundation staff has numerous responsibilities and duties that support the funds, it is the fund advisors and leadership in communities that make them truly successful.

4225 Technology Dr. NW Bemidji, MN 56601 218.759.2057 800.659.7859 www.nwmf.org

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Season’s Greetings! Dear Friends: Each year as the changing seasons bring holiday celebrations and we gather with friends and family, we often think about our blessings and the gifts we give and receive. At the Northwest Minnesota Foundation, the same thoughts occur as we thank you and all the generous people who have contributed to our continued success and growth as the region’s community foundation. We ask that you will consider a gift to the Northwest Minnesota Foundation this year. Your gift will touch people’s lives and help to make northwest Minnesota an even greater place to live and work. Impact is tangible and Northwest Minnesota Foundation has seen superb results again in 2006, our 20th anniversary year. Funding was given to projects that help support our Quality of Place objectives. We provided programs and training for nonprofit management, organizational effectiveness, and adult and youth leadership; grants for community planning, for projects serving children, families and seniors, as well as for natural resource preservation and promotion; funds for quality care and educational experiences for our youngest citizens; loans for business expansion and job creation; and microloans and technical assistance that enabled entrepreneurs to start and expand new businesses.

Foundation staff provide administrative and investment expertise, along with philanthropic services to nearly 225 community and component funds. The foundation’s mission is to promote charitable giving that increases the capacity of local nonprofit organizations and adds vitality to our communities. Grants from these funds approached the $500,000 mark this year, giving back through activities, programs, and through dozens of scholarships. These grants benefited people in all twelve northwest Minnesota counties. This important work and its impact, which is essential to the future health and prosperity of our region, can only occur with the support of our citizens. As you read through this special edition Resource newsletter featuring our family of funds, we think you’ll be inspired by the ways your contributions make a difference. The information can help you decide what method of giving works for you and your family. Please use the enclosed envelope to send your gift today. Your support will help further develop assets in our communities and add quality to the places where we live and work. Sincerely, Diane Blair NMF Board Chair

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Community Foundation What is a Community Foundation?

The Northwest Minnesota Foundation’s mission is to promote philanthropy; to be a channel through which individuals and organizations may direct gifts for community betterment in a way that will provide the greatest lasting benefit. The bedrock of NMF is our donors. People and organizations turn to the Northwest Minnesota Foundation to express their concern for the community. They share a belief in the importance of nurturing a culture of caring. Until 1986, Northwestern Minnesota had been one of the few areas of the state without its own community foundation. The region had missed opportunities to benefit from large charitable endowment gifts or bequests because there was no grantmaking organization in place to receive such gifts. Now in its 20th year, NMF has the assets, skills and staff to serve the philanthropic needs of the entire region. Individuals, organizations, agencies and communities have come to rely on the services and financial expertise that only a community foundation can provide.

The Northwest Minnesota Foundation encourages donors of modest or ample means to turn their charitable dreams into realities. We help simplify and expand charitable giving by pooling funds and responding to both the needs of the community and the donor. Community foundations are the fastest growing sector of organized philanthropy in the United States. These permanent endowment funds provide benefits in the following four ways: • offering economic and efficient services to donors; • attracting new money into local charitable giving • providing immediate aid to emerging and existing community needs • serving as agents for positive change in the community Because a community foundation is not dedicated to one specific cause, it can aid local charities and nonprofit organizations in a variety of areas — from the arts to education, from the environment to helping the elderly, all contributing to a healthy community. A community foundation is designed to complement existing individual nonprofit organizations by acting as a bridge between a variety of interests and the ongoing needs of the community.

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Community Funds The Northwest Minnesota Foundation has established Community Funds in key areas throughout its region of service. These funds maintain a local focus and work to address the same needs as the Northwest Minnesota Foundation itself, but in a manner specific to those communities in which they serve. This method of “helping communities help themselves” increases donor involvement, encourages local participation, and builds on hometown pride. It’s just one more way that the Northwest Minnesota Foundation works to develop our community assets.

BAGLEY AREA COMMUNITY FUND Supports charitable, educational and public purpose projects that will enhance or improve the quality of life for residents and/or visitors of the Bagley area

Bagley Early Childhood Initiative Fund Supports community projects that benefit children from birth – age 5

Bagley Beautification Fund Support for community improvement projects that help build a positive and inviting attitude in Bagley

Bagley Education Endowment & Project Fund Supports activities, projects, or services that benefit the area’s students, staff, programs and institutions

Bagley Technology Advancement Fund Supports programs, projects, and activities that enhance the technological opportunities for students in ISD #162

The foundation’s Community Funds Program provides a framework for communities in Northwest Minnesota to start or add to existing community endowment funds and make grants to improve their communities. School district borders define the community component funds and sub-funds. Foundation Community Funds have an independent advisory committee made up of concerned citizens and community leaders. The mission of the committee is:

Bagley Area Scholarship Fund Supports area young people in their post secondary education careers

BLACKDUCK COMMUNITY FUND Supports the growth of Blackduck and the surrounding area

Blackduck Academic and Character Scholarship Fund Supports scholarships to students from Blackduck High School

GREENBUSH AREA COMMUNITY FUND Supports charitable, educational and public purpose projects that will enhance or improve the quality of life for residents and/or visitors of the Greenbush area

•Provide leadership in meeting the changing needs in their community

Greenbush Education Fund

•Mobilize citizens to become active partners in building a better community place

Supports activities, projects, or services to benefit the area’s students, staff, educational programs and institutions

•Provide a central fund for receiving charitable gifts and bequests

Keith and Ellen Kapphahn Family Scholarship Fund Supports annual scholarships to qualified high school students from ISD #2683 (Greenbush-Middle River) who are pursuing post-secondary education.

•Match the philanthropic interest of donors with new and existing community needs that require support

MAHNOMEN AREA COMMUNITY FUND Supports charitable, educational and public purpose projects that enhance or improve the quality of life in the Mahnomen area

•Promote the community fund and attract assets •Execute grant-making decisions for the fund

Mahnomen Health Care Fund The foundation is a steward through which private assets entrusted to us by generations of donors are wisely invested to meet the challenges of contemporary life.

Supports charitable, educational, and health care activities, or services benefiting residents of Mahnomen County and the greater service area of Mahnomen Health Center

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Community Funds PARK RAPIDS AREA COMMUNITY FUND

ROSEAU AREA COMMUNITY & EDUCATION FUND

Supports charitable and public purpose activities and projects that enhance the quality of life in the Park Rapids area

Supports activities, projects or services that will enhance cultural, educational and recreational opportunities in the Roseau area

Park Rapids Education & Activities Foundation Fund

Marian Foley Memorial Fund

Promotes strong and healthy educational, fine arts, and athletic programs of the Park Rapid High School

Supports scholarships to students from Roseau High School and grants to the community

Park Rapids Early Childhood Initiative Fund Supports community projects that benefit children birth – age 5

Marvin LaRue Memorial Fund Supports scholarships and programs for music and technical writing to students from Roseau High School

Heartland Homes Endowment and Project Fund Supports the Heartland Homes group homes for developmentally disabled individuals

Joseph Schneider Memorial Scholarship

Hewitt Family Charitable Fund

Roseau Lions Club Scholarship Fund

Provides financial support that focuses on the Park Rapids and Nevis area

Supports scholarships to high school students from ISD #682 (Roseau), for tuition and books or direct educational material expenses

Supports scholarships to students from Roseau High School

Kinship of Park Rapids Fund Provides financial support for activities, projects, or services for a preventive program for children, by matching them with Kinship volunteers for adult friendship and role modeling

Roseau Adult Education Fund Provides financial support to Roseau residents for pursuit of post-secondary education degrees and community education for skills training or enhancement

Matthew Spangler Hockey Fund Supports programs, projects and activities associated with the mission of youth hockey programs in the Park Rapids area

Roseau Area Friends of the Library Fund Supports programs, projects, and activities benefiting the Roseau Area Public Library and the Roseau Area Friends of the Library

RED LAKE BAND OF CHIPPEWA INDIANS COMMUNITY FUND

WARROAD AREA COMMUNITY FUND

Supports charitable and public purpose activities and projects that enhance the quality of life on the Red Lake Reservation

Supports charitable, educational and public purpose projects that will enhance or improve quality of life in the Warroad area

Red Lake Band of Chippewa Indians Renewal and Recovery Fund

Bruce and Ellen Atwater Education Fund

Provides financial support for programs, projects, and activities which assist the Tribe and others in the recovery process and renewal following the March 21, 2005 tragedy

Supports scholarship(s) to graduates of Warroad High School, who are pursuing education in a health care profession and provides funding for programs, projects, and activities that encourage/support individual interest in the health care profession

Youth Initiative Fund Provides financial support for programs and activities serving the youth of the Red Lake Band of Chippewa Indians

Warroad Swim Program Fund Supports programs, projects and activities associated with or supplementing the Warroad Public Schools swim program or the Warroad Outstanding Warriors Swim Club

Red Lake Band of Chippewa Education Fund Supports activities, projects, or services designed to enhance the educational opportunities for members of the Tribe

Red Lake Tribal Information Center, Archives, & Library Fund Support for programs, projects and activities that benefit or that serve to collect, preserve, and make available the history, culture, and heritage of the Red Lake Band of Chippewa Indians

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Community Funds WARROAD AREA COMMUNITY FUND, (CONTINUED)

Edward and Agnes Brandli Scholarship Fund Supports scholarships to students from Warroad High School pursuing education and engineering careers

Warroad Point Area Restoration and Community Recovery Fund

Farmers Union Oil Co. Scholarship Fund

Supports public and private restoration efforts that help people and businesses recover and restore tourism to the Point area following the tornado of 2006

Supports scholarships to students from Warroad High School pursuing agriculture or agriculture related business education careers

Warroad Memorial Arena Fund

Jennifer Grove Memorial Scholarship Fund

Supports charitable activities or projects that will enhance or improve the Warroad ice skating arena

Supports scholarships to students from Warroad High School pursuing nursing or a healthcare-related career

Warroad Heritage Center Fund

Gaylord Gunderson Memorial Fund

Support for programs, projects and activities associated with the mission of the Warroad Heritage Center

Supports scholarships to students from Warroad High School; provides funding for purchase or repair of equipment or project improvements to the Warroad High School

Warroad Care Center Fund Supports programs, projects and activities associated with the stated mission of the Warroad Care Center

Lee Hafdahl Memorial Scholarship

Napa Ride to Reading Fund

Supports scholarships to students from Warroad High School with involvement in community activities

Supports financing of books, programs, projects and activities associated with the Warroad School Libraries

Ann and Les Henderson Scholarship Fund Supports scholarships to students from Warroad High School pursuing post-secondary technical education

Margaret Ann and Paul Samuel Johnson Family Charitable Fund

Justin Knebel Memorial Fund

Support for qualifying charitable and educational programs, projects, and activities

Supports scholarships to students from Warroad High School

Nick Moyer Memorial and Scholarship Fund

Warroad Early Childhood Initiative Fund

Supports scholarships to students from Warroad High School; supports athletic activities

Supports community projects that benefit children from birth – age 5

Patrick O’Donnell Memorial Scholarship Fund

Warroad Education Fund

Supports scholarships to students from Warroad High School

Supports activities, projects, or services to benefit the area’s students, staff, educational programs and institutions

Katie Jo Olafson Memorial Scholarship Supports scholarships to students from Warroad High School

Betty Bahnmiller Memorial Fund

WHITE EARTH RESERVATION AREA COMMUNITY FUND

Provides scholarships to dependents of past and present members of a U.S. Navy UDT/SEAL team and who are former students from Warroad High School

Supports charitable, educational and public purpose projects that enhance or improve quality of life on the White Earth Reservation

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Component Funds – by County Beltrami County

SENIOR TRUST FUND OF BELTRAMI COUNTY

BELTRAMI HUMANE SOCIETY FUND

Supports activities, projects, or services designed to benefit senior citizens in Beltrami County

Supports activities, projects or services designed to protect and benefit the well-being of domestic animals

BEMIDJI AREA PUBLIC LIBRARY FOUNDATION ENDOWMENT FUND

Ralph and Ruth Shoemate Fund

Supports activities, projects, or services designed to benefit the Bemidji Public Library

Provides funding for cages and equipment for the cats and dogs

Bemidji Area Public Library Mural Fund

BEMIDJI WATERFRONT-PAUL AND BABE MAINTENANCE FUND

Supports the development and creation of an artistic display in the main entry of the Bemidji Library

Provides general funding for the restoration of the Paul Bunyan and Babe the Blue Ox statues

Dorothy Breen Fund for the Visually Impaired

THE EVERGREEN HOUSE FUND

Supports the collection of materials benefiting the visually impaired patrons of the Bemidji Public Library

Provides financial support to further the mission of Evergreen House and the services it provides

Hazel I. Shimmin Endowment Fund

HEADWATERS UNITARIAN UNIVERSALIST FELLOWSHIP FUND Supports and furthers the mission of the fellowship

Supports the Bemidji Public Library and/or the Bemidji Public Library Foundation

KELLIHER AREA SENIORS FUND

Ruth Stenerson Project Support Fund

Supports activities, projects, or services designed to benefit senior citizens in Kelliher

Provides financial support for enhancements to the Bemidji Area Public Library

BELTRAMI COUNTY HISTORICAL SOCIETY ENDOWMENT FUND

KELLIHER AREA HEALTH CARE FUND

Supports activities, projects, or services to further the mission of the Beltrami County Historical Society

Supports health care related activities and projects that benefit residents of the Kelliher area

BEMIDJI AREA ARTS ENDOWMENT FUND

BEMIDJI LUMBERJACK FOUNDATION FUND

Supports art activities, projects, or services and organizations in the Bemidji area

Supports activities, projects, or services that enhance or improve the education and opportunities in ISD #31

Bemidji Community Arts Council Fund

All School Reunion Fund

Supports the promotion and encouragement of all aspects of art in Bemidji and the surrounding area

Supports specific activities that will benefit students in ISD #31

First National Bank, Bemidji Bonspiel Fund

Bemidji Community Theater Fund

Supports athletic activities and/or equipment for ISD #31

Supports the Bemidji Community Theater and its mission

John F. Breen Scholarship Fund

Everett Wilimek Endowment for Violin Studies

Supports scholarships to students from Bemidji High School

Supports young people studying the violin

Ray Breen Scholarship Fund

Fred Marshall Fund for the Headwaters School of Music & the Arts

Supports scholarships to students from Bemidji High School

Supports the mission of the Headwaters School of Music and the Arts

Provides awards for poetry, creative writing and illustration for Bemidji Middle School Students

North Star Arts Fund

Food Service Fund

Supports arts programming for persons with developmental disabilities

Supports scholarships to Bemidji High School students pursuing a food service related career

HB and Ina T. Roholt Family Fund for the Arts

Bun and Alvera Fortier Scholarship Fund

Supports programs, projects, activities and organizations benefiting arts and education in the Bemidji area

Supports scholarships to Bemidji High School students who have participated in football or basketball and will participate in post secondary intercollegiate athletics

Amy Anderson English Fund

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Component Funds – by County have leadership roles in Bemidji High School music programs and pursuing a music degree

Tom Gardner Memorial Fund Supports scholarships to Bemidji High School students pursuing an automotive or industrial technology degree

HEARTLAND CHRISTIAN ACADEMY ENDOWMENT FUND

General Scholarship Fund

Provides financial support for activities, projects, or services that benefit the students, educators, facilities, and programs offered by or through the Academy

Supports scholarships to Bemidji High School students which include:

ST. MARY’S MISSION SCHOOL ENDOWMENT FUND

First National Bank Foundation Scholarship National Honor Society Scholarship (Rural Cellular Corporation) Paul Bunyan Telephone Cooperative Beltrami Electric Cooperative Scholarship George Pelawa/Calgary Flames Scholarship Ken VanWilgen Memorial Scholarship

Supports the general operations of the school program and assists with renovations

JAMES AND SYLVIA SANDE SCHOLARSHIP FUND Supports scholarships to students from ISD #32 (Bemidji), and ISD #115 (Cass Lake-Bena)

BEMIDJI AREA PARKS AND TRAILS ENDOWMENT FUND

Rick Lee Memorial Fund

Provides financial support for the park, trail, and recreational amenities of the Bemidji area

Supports scholarships to Bemidji High School students pursuing a degree in industrial technology

Bemidji First City of Lights Fund

Heidi Bitzer McClure Memorial Scholarship Fund

Provides general funding for the First City of Lights festivities at the Bemidji Waterfront

Supports scholarships to Bemidji High School students

Pat Campbell String Fund

BIG BOG STATE RECREATION AREA ENDOWMENT AND PROJECT FUND

Supports scholarships to Bemidji High School students participating in BHS Orchestra

Supports the development of the Big Bog State Recreation area

Joe Plummer Music Fund Supports the purchase of jazz related equipment or supplies for ISD #31

GIZIIBII RESOURCE CONSERVATION & DEVELOPMENT FUND Supports activities, projects, or services that balance growth of the economy and wise stewardship of Natural resources, in support of the mission of the Giziibii RC&D service area

Buck Robbins Scholarship Fund Supports scholarships to Bemidji High School students involved in athletics

GREATER BEMIDJI OUTDOOR FOUNDATION

Des Sagedahl Scholarship Fund

Supports building, maintaining, and promoting the use of non-motorized public trails in the Greater Bemidji area

Supports scholarships to Bemidji High School students involved in baseball

UPPER MISSISSIPPI WATERSHED ENDOWMENT FUND

Troy Nelson Memorial Character Scholarship Endowment Fund

Provides current and long term support for activities

Supports scholarships to Bemidji High School students who have participated in varsity athletics with demonstrated leadership qualities

KELLIHER AREA HEALTH CARE FUND

Lumberjack Security Bank Scramble Fund

BACKSTROM FAMILY CHARITABLE FUND

Supports athletic activities and/or equipment for ISD #31

Provides financial support for qualifying charitable and educational programs, projects, and activities

Supports health care related activities and projects that benefit residents of the Kelliher area

K. E. “Red” Wilson Athletic Fund

BAER FAMILY FUND

Supports scholarships to Bemidji High School students who have participated in varsity athletics and are pursuing a physical education degree or a related discipline

Provides financial support for community development in Bemidji, scholarships at Bemidji State University, materials for the Bemidji Area Public Library, and healthcare services at North Country Regional Hospital

Ruth Shannon Wilson Scholarship in Music Fund Supports scholarships to Bemidji High School students who

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Component Funds – by County MEADE FAMILY FUND

CLEARBROOK-GONVICK EDUCATION ENDOWMENT FUND

Supports charitable and educational programs, projects, and activities benefiting educators in Minnesota and North Dakota

Supports activities, projects or services that benefit the area’s students, staff, programs and institutions that benefit the Clearbrook-Gonvick school

WILLIAM A. AND ELOISE E. NELSON FUND Supports charitable, education and scientific programs, projects, and activities; preference given to educational or environmental interests

Playground Fund

OJA FAMILY FUND

Thorbeck Field Fund

Supports qualifying charitable and educational programs, projects, and activities

Provides financial support for development and improvements to the outdoor recreation field at the ClearbrookGonvick School

Provides funding for the playground benefiting the Clearbrook-Gonvick School

Clearwater County

Clearbrook-Gonvick Performing Arts Fund Supports the establishment of a facility for the performing arts in Clearbrook, MN

CLEARWATER COUNTY HUMANE SOCIETY FUND Supports the maintenance and needs of animals housed with Clearwater County Humane Society

Hubbard County

CLEARWATER COUNTY AREA HEALTH CARE FUND

LAPORTE EDUCATION FUND

Promotes programs and projects that will enhance quality healthcare in the community

Supports activities, projects, or services benefiting students, staff, educational programs and institutions and scholarships to students from the Laporte school

Clearwater Health Services Cancer Screening Fund Provides funding for a portion of medical care for patients with cancer or cancer related illnesses and/or for programs and services

Laporte-Benedict VFW Scholarship Fund Supports scholarships to students from Laporte High School and the Walker-Hackensack-Akeley High School who live in Laporte

Clearwater Emergency Services Fund Provides programs, equipment and services conducted by emergency services organizations in Clearwater County or areas served by Clearwater Health Services

Tonia Johannsen Memorial Fund Supports scholarships to students in District #306 pursuing education, nursing, social work or community service field; and, for extracurricular activities

Greensview Endowment and Project Fund Supports programs, equipment, and services that enhance the quality of life and benefit the residents of the Center

Community Playground Fund Provides funding for the playground benefiting the Laporte school district and greater Laporte community

Greensview Care Center Pet Therapy Fund Supports projects, supplies and maintenance of the pet therapy service offered through or at the Center

Kittson County

Clearwater Hospice Endowment & Project Fund

JULIE HOLMQUIST MEMORIAL SCHOLARSHIP FUND

Provides funding to ensure the future of the Hospice Program

Supports scholarships to Hallock area students

Clearwater Hospice Family Room Fund

KITTSON MEMORIAL HEALTHCARE CENTER FOUNDATION FUND

Supports the construction and maintenance of a private room within the Clearwater County Memorial Hospital for family members of Hospice patients

Supports recruitment and retention of healthcare professionals, skill upgrading for current staff, and for building and equipment improvements

WEE-CARE CHILDREN’S CENTER FUND Supports a non-profit childcare center serving Clearwater County

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Component Funds – by County Lake of the Woods County

WARREN SENIOR CENTER ENDOWMENT FUND Supports essential services and programs for the community’s seniors

LAKE OF THE WOODS COUNTY HUMANE SOCIETY ENDOWMENT FUND

WARREN-ALVARADO-OSLO EDUCATION FOUNDATION

Supports the maintenance and needs of animals housed with the Lake of the Woods County Humane Society

Supports preserving and enhancing current education programs and provides scholarships for students pursuing a college education

LAKE OF THE WOODS INDUSTRIAL DEVELOPMENT CORPORATION SCHOLARSHIP FUND

Lyle H. Engelstad Scholarship Fund

Provides financial support for programs, projects, activities and scholarships that benefit students from Lake of the Woods County

Supports scholarships to Warren-Alvarado-Oslo High School students

Myron and Margaret Carlson Scholarship Fund

Lake of the Woods Student Intern Fund

Supports scholarships to Warren-Alvarado-Oslo High School students

Supports programs, projects, and activities that encourage employment, training and entrepreneur opportunities for students in Lake of the Woods County

Music Advancement Fund

Mahnomen County

Supports music education, performance and other musical opportunities for students at ISD #2176

MAHNOMEN EDUCATION FUND

OMDAHL ENVIRONMENT & CONSERVATION FUND Supports charitable educational and scientific programs, projects, and activities that support or benefit environmental and conservation causes

Supports activities, projects, or services designed to benefit the area’s students, staff, programs and Institutions

General Scholarship Fund

WETLANDS, PINES, & PRAIRIE AUDUBON SANCTUARY (ELDOR AND STELLA OMDAHL) ENDOWMENT FUND

Supports scholarships to Mahnomen High School students

Les Hanson Scholarship Fund

Supports the activities, projects, or services designed to provide on-site and regional environmental education; manages the sanctuary for birds and wildlife species; and, develops demonstration areas for land management practices

Supports scholarships to Mahnomen High School students

Milton Hockel Scholarship Fund Supports scholarships to students pursuing the field of Natural Resources

Norman County

Gen. Ike and Maj. Bruce Isaacson Scholarship Fund Supports scholarships to students pursing geography, social studies, history, or any other related field

BRIDGES MEDICAL SERVICES FOUNDATION

Provides financial support for expenses of an athletic track facility in Mahnomen

Supports the purchase, maintenance and repair of physical therapy, occupational therapy, cardiac rehabilitation equipment, instruments and facilities at Bridges Medical Services in Ada, Minnesota

Marshall County

Pennington County

MARSHALL COUNTY EARLY CHILDHOOD INITIATIVE FUND

THIEF RIVER FALLS EARLY CHILDHOOD INITIATIVE FUND

Supports community projects that benefit children from birth – age 5

Supports community projects that benefit children birth – age 5

NORTH VALLEY HEALTH CENTER ENDOWMENT FUND

OLE AND RUTH TWEET FAMILY FUND

Track Fund

Provides financial support for areas of interest to the Tweet family

Supports capital improvements for the facility, equipment purchases, and professional education and recruitments

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Component Funds – by County Polk County

Fosston Livestock Shipping Association Animal Science Scholarship Fund

FOSSTON 21ST CENTURY ENDOWMENT AND PROJECT FUND

Supports scholarships to Fosston High School students pursuing education in Animal Science

Supports the Fosston Community Library Arts Association in Fosston, and advances cultural, social and civic interests

Cameron Badurek Memorial Fund To provide annual funding for the ‘Cameron Badurek Peace Award’ given in Cam’s memory and a scholarship; and, to provide funding for “Cam’s Legacy,” a community grant program benefiting charitable, educational, and community programs, projects and activities that improve life in the Fosston area

FERTILE AREA ARMED FORCES VETERANS FUND Supports programs, projects and activities that recognize the commitment, service and sacrifice of the United States Armed Forces personnel from Fertile

CROOKSTON EARLY CHILDHOOD INITIATIVE FUND

FIRST CARE MEDICAL SERVICES FOUNDATION

Supports community projects that benefit children from birth – age 5

Supports the mission and long-term stability of First Care Medical Services

DISTRICT #593 (CROOKSTON) EDUCATION FOUNDATION ENDOWMENT FUND

First Care Hospice Endowment Fund Supports the First Care Medical Services Hospice program

Supports educational opportunities for the Districts students and for scholarships to students pursuing a career in education

RONGEN FAMILY FUND

Frances Drivold Special Education Fund

Supports charitable and educational programs, projects, and activities to benefit the larger community

Supports life skills and vocational programs for developmentally disabled students

Red Lake County

EAST POLK COUNTY FAIR SCHOLARSHIP FUND

RED LAKE FALLS EDUCATION FUND

Supports scholarships, programs, projects and activities benefiting students from East Polk County

Supports educational excellence in the Red Lake Falls school district

FOSSTON EDUCATION FOUNDATION

Richard Bresnahan Leadership in the Arts Fund

Supports the students, staff, educational programs, and institutions in Fosston

Supports professional development opportunities for teachers and artists who teach primarily in ISD #630 and/or programs that promote innovative arts education

Wilma & Franklin Vikan Scholarship Fund

Lester Norris Dale, MD Scholarship Fund

Supports scholarships to Fosston High School students pursuing higher education in the field of music

Supports scholarships to Red Lake Falls students in medically related fields

Dean Clementson Scholarship Fund Supports Fosston High School students entering into public service careers

Kris Fontaine Scholarship Fund

LuVerne Trogstad Education and Scholarship Fund

Kyle A. Myhre Memorial Fund

Supports scholarship to students in Red Lake Falls Provides for an annual scholarship (the Kyle A. Myhre ‘Learn to Fly’ Scholarship) and an annual recognition program with a scholarship award (Kindness Always Matters)

Supports scholarships to students and faculty from Fosston High School

Dean & Joyce McNelly Vocational Scholarship Fund

TWO RIVERS AREA THEATRE ENDOWMENT AND PROJECT FUND – SCHOLARSHIP FUND

Supports scholarships to Fosston High School students who attended a vocational class and graduated, or earned a high school equivalency diploma

Supports activities, projects, or services that benefit the Two Rivers area, with preference given to the presentation of amateur theatricals, plays, recitations and dramatic productions

Jim Miller Memorial Math Scholarship Fund Supports scholarships to Fosston High School students pursuing education in mathematics

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Component Funds – by County Roseau County

RED RIVER VALLEY EMERGING LEADERSHIP FUND Supports rural leadership development and other programs that develop and expand leadership skills of people within or associated with the Red River Valley

ROSEAU AREA HOSPITAL AND HOMES HEALTH CARE FUND Provides financial support for health care and senior living related charitable and educational activities, projects, or services benefiting residents and visitors to the Roseau Hospital service area

COURAGE CENTER PROGRAMS AND CAMPS FUND Supports programs, projects, activities, or services that further the mission of the Courage Center

Eagles Auxiliary Diabetes & Dialysis Fund

NORTHWEST MINNESOTA WOMEN’S FUND

Provides financial support for programs and services offered by RAHH that address the diabetic and dialysis needs in the service area

Supports activities, projects, services or programs that improve the quality of life and strengthening and empowerment of women and girls in the region

Maggi Adams Medical Equipment Fund

MAJOR ROBERT OLSON MEMORIAL FUND

Support for medical equipment or other related purposes at Roseau Area Hospital and Homes

Support for charitable and educational programs, projects, activities or services benefiting the Littlefork-Big Falls Public school district and for scholarships to Littlefork-Big Falls school district students

Parish Nursing Fund Provides financial support for education, staffing, equipment and activities related to parish nurse programs within RAHH communities

MIKE STAPLES MEMORIAL SCHOLARSHIP FUND Provides scholarships to students interested in pursuing a career as a conservation officer from ISD #31 (Bemidji), ISD #32 (Blackduck), ISD #317 (Deer River), ISD #306 (Laporte), ISD #115 (Cass Lake Bena), ISD #318 (Grand Rapids-Big Fork) and ISD #113 (Walker-Hackensack-Akeley)

Roseau Area Hospital & Homes Hospice Fund Supports the Roseau Area Hospital and Homes Hospice program

Sheltering Oaks Manor Fund Supports programs, projects, activities, and facilities related to Sheltering Oaks Manor and mission

MISSISSIPPI HEADWATERS AREA DENTAL HEALTH CENTER FUND Provides financial support for non-competitive dental service for the underprivileged and underinsured and access and education for emergency/preventative care, particularly for children

NORTH BORDER INTERFAITH COALITION FUND Supports the North Border Interfaith Coalition mission

FOUR SEASONS SENIOR CENTER ENDOWMENT AND PROJECT FUND

INGENUITY FRONTIER FUND

Supports the nutrition and educational programs to senior citizens in the Roseau community

Supports activities and projects that enhance or improve the applied engineering and manufacturing capacity in Northwest Minnesota

NICK PETERSON SCHOLARSHIP FUND Supports scholarships to Roseau High School Seniors; and/or contributes to charitable organizations that assist persons in poverty, youth education, youth athletics, or drug abuse education and rehabilitation

HEADWATERS REGIONAL DEVELOPMENT COMMISSION LEADERSHIP FUND

Multi-County/Regional

HRDC Successful Communities Challenge Fund

Supports leadership-related activities and initiatives of the HRDC Supports communities within the Headwaters Region for taking action on critical issues

LEONARD J. AND ROSEMOND KUCERA MEMORIAL SCHOLARSHIP FUND

OPTIONS ENDOWMENT AND PROJECT FUND

Supports scholarships to students from International Falls, Indus, Littlefork-Big Falls, or Northome schools

Assists individuals with disabilities to live independently in the community of their choice

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New IRA Gift Law Roseau Area Community Fund Grows with New IRA Gift Law

Foley said, "The major advantage of using this method is that the gift is made directly from the IRA custodian to an eligible organization, which in most cases enables more of the funds to be available without triggering taxable income to the donor." The basic rules of the act are: Age 701/2 – Minimum age for the option. Direct Transfer – Contact your IRA custodian for direct transfer instructions to Northwest Minnesota Foundation or other qualifying component fund. Not Taxable – Qualifying distributions are not taxable income. No Tax Deduction – You cannot claim an income tax deduction for this transfer. Excluded Component Funds – Donor advised funds do not qualify for the IRA Charitable Distribution. Northwest Minnesota Foundation endowments, community fund endowments, field of interest funds and agency funds do qualify. Qualifies for Required Minimum Distribution – This allows donor to meet IRA distribution requirements without realizing income, possibly resulting in lower taxable income. An IRA owner age 701/2 or older may make direct transfers to a charity, like the Northwest Minnesota Foundation and many of our component funds. This transfer option is available in 2006 and 2007 and may be up to $100,000 in each year. For more information on planned and deferred charitable gift options, please visit the Planned Giving Guide at www.nwmf.org.

The recently passed Pension Protection Act of 2006 created a new charitable planning option – Individual Retirement Account Charitable Distributions. The R. F. Foley Family has utilized the new philanthropic opportunity to establish the Roseau Adult Education Fund, which will provide financial support to Roseau residents for pursuit of post-secondary education degrees and community education for skills training or enhancement. It is a restricted fund of the Roseau Area Community Fund, joining a family of six other funds. There is a program already being developed with the $75,000 gift, which will provide for the development of a college classroom at the Roseau Community Center. Northland Community College will now have a satellite location in Roseau to conduct classes and the community will also be able to use it for other training opportunities. Items purchased include 18 new desktop computers and accessories, desks, chairs, whiteboards and bulletin boards. An additional $5,000 was donated to the Roseau Friends of the Library endowment fund, which will help to support programs, projects, and activities benefiting the Roseau Area Public Library and the Roseau Area Friends of the Library. Along with an outright sum of money, the majority of the contribution was the result of the IRA gift option. According to Robert F. Foley, this achieved the family’s charitable goal — to help Roseau with the continuing training and education of its residents.

The Foley Family

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Operations of a Fund Advisory Committees

opportunities that could benefit the community through the local fund, for publicity, financial commitments, potential donors, and in other ways. As fundraisers, they should also be prepared to make a significant charitable commitment to the fund during service on the advisory committee by contributing financially according to personal means. Additional duties, depending on the level of fund activity, financial capability and type of fund, include:

Most component funds held by the Northwest Minnesota Foundation have an advisory committee. Advisory committees exist to recommend appropriate uses of component fund assets and earnings to the foundation’s board of directors. Membership is voluntary. The advisory committee is also maintained to recommend and oversee the fund’s specific activities. The number of members is usually between seven and eighteen, typically serving staggered three-year terms. Fund advisory committees strive to be diverse and should, if possible, include at least two people with financial or professional expertise. All members must understand and support the mission of the fund, maintain good policies and procedures to guide the fund, and carry out the work of the fund as developed by the committee. They also facilitate asset development and developing operating funds. Public relations activity is important work done by the advisory committee. They speak often and positively of their fund whenever the opportunity presents itself. Advisory committee members are alert to

• Serving in leadership positions and undertaking special assignments; • Ensuring that adequate staff is available to carry out the goals established by the advisory committee; • Attending meetings, events and training opportunities for advisory committees, sponsored by the fund and the foundation; • Award grants in a fair and responsible manner recommending to the NMF board of directors those grants to be funded; • Develop leadership in the community for philanthropy.

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Advisory Committees grants benefiting women and girls. They have recognized 26 regional Outstanding Community Builders and inducted 17 women into the Northwest Minnesota Women’s Hall of Fame. Their membership on the committee is definitely not about socializing during meeting times, but doing the serious business of making sure the mission is being served. As a regional fund, many of the members do not know each other at all, which has Northwest Minnesota never been an issue. They have the comWomen’s Fund mon connection and belief in the goals of Advisory Committee. L-R back row: Jody the Women’s Fund. The decisions for grant Horntvedt; Florence awards and selection of award recipients Hedeen; Lisa Peterson are often difficult. And asking people for (NMF staff); Jeannine donations takes many people outside of Windels. Front row: Barbara Muesing; their comfort zones. Gloria Kaste; Current Chairwoman Florence Hedeen Vicki Svedarsky; Norma Hanson; said,“Being invited in 1999 to join the adviNancy Carroll. sory committee of the Northwest Minnesota Women's Fund really struck a chord as a woman who believes in the potential of women and girls. “Becoming a Founder at the $1,000 level and encouraging others Recently, a grant was made to the Roseau Area Hospital and to make significant The Northwest Minnesota Women’s Hall of Fame display in the Homes for its Go Red AC Clark Library at Bemidji State University. gifts to the Women's Campaign, promoting heart Fund has been health for women. rewarded over and Pictured L-R: Jody Horntvedt, Since being established Women’s Fund Advisory over again,” Hedeen added.“Annually the advisory on February 21, 1997, over 25 Committee; Deb Haugen, Go committee directs the earnings of the Women's Fund Red Campaign Coordinator; women have served terms toward its vision of assisting women and girls in the and, Gayle Swanson, on the advisory committee. Cardiac Rehab Nurse. region to reach their full potential. The accomplishStarting with zero dollars, ments seen since 1998 in grant making, recognition they have grown the fund to nearly $250,000 in assets, of Community Builders and Northwest Minnesota primarily individual gifts of $1,000 from women who live Women's Hall of Fame inductions represent a fantastic in a mostly rural, economically disadvantaged, and return on a modest investment, made possible by the sparsely populated region, who were chiefly unfamiliar growth of the Women's Fund endowment,” she said. with philanthropy and endowment power. Now, their “Imagine what we'll do with a million dollars!” faith and commitments are truly making a difference. Hedeen said, in reference to one of the fund’s The advisory committee’s voluntary effort and long-term goals. dedication have made it possible to award $15,500 in

The advisory committee of the Northwest Minnesota Women’s Fund is one example of a cohesive, active and committed group of volunteers, all working with the mission in mind. The Women’s Fund was established to serve as a catalyst for improving the quality of life for women and girls; promoting ideas and supporting programs for the continued strengthening and empowerment of all women.

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RO S E AU A R E A H O S P I TA L & H O M E S H E A LT H C A R E F U N D

Funds in Action A formal event entitled “Partners for Health: A Go Red Event” was held on November 18th at the Roseau City Center. Along with a special dinner and program, the advisory committee arranged for local artists to donate pieces for auction at the event. Proceeds from the auction and dinner have helped to build the endowment of the Health Care Fund. In conjunction with the “Partners for Health” events, a calendar was produced with the “Go Red” theme, which was sold to raise additional funds. And local florists donated some of the proceeds to the Health Care Fund from each purchase of “Go Red” floral arrangements. One of the fund’s volunteers is 11th grade Roseau High student Kirsten Didrikson, whose mother is a local physician. Kirsten participated in “Go Red” fund raising by heading up the marketing efforts for the floral arrangements. She worked with area floral shops to come up with a plan for selling their products during the campaign in early November. These activities will allow her to work toward her Girl Scout “Gold Award.” donated for the art auction. Like the Women’s Fund advisory committee, the RAHH Health Care Fund’s group is striving in a voluntary capacity to grow the fund. Northwest Minnesota Foundation assists the funds by processing gifts and making sure that each donor is thanked for their contribution, and then notified that their gift is receipted properly for tax purposes. There is special satisfacAn original oil painting Mary Hayes and Mavis Wahlberg, artists and donors. tion that comes from giving donated for the auction. back to your community. A successful event, a special recognition, a thankful their first effort of this kind since the fund was estabgrant recipient, and generous donors help to make lished in 2005. The group is working to raise over $10,000 the effort very meaningful for a volunteer, which adds this year. value to their home towns. The RAHH Health Care Fund kicked off its “Go Red” If you’re serving as a volunteer, the foundation campaign for women’s heart health, which educates thanks you. If you’re a donor to a fund, we truly women of all ages on healthy heart lifestyles. As an appreciate your contribution. We encourage all extension of this highly successful campaign, the residents to find out how to get involved with our family Health Care Fund advisory committee held a special of funds to join in making the region the best place event to raise funds for the Health Care Fund, which to live and work. continued the “Go Red” theme. Advisory committees often raise funds in familiar ways: through a series of special events, charity auctions of donated items, specially produced gift or art items, or in cooperation with businesses, who offer their goods or services for sale, with a portion of the proceeds being donated to the cause. These activities don’t work for every type of component fund, particularly for community funds. However, in the case of the Roseau Area Hospital and Homes (RAHH) Health Care Fund, all of the above methods of soliciting donations were used successfully for their fall campaign, named “Partners for Marv Espe with the painting he created and Health.” It was

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Funds and Gifts The Northwest Minnesota Foundation provides flexible and responsive ways for making gifts, by which our donors may realize significant tax benefits while leveraging their charitable contributions for greater gain.

small gifts, strategically placed, can make tremendous differences in a community’s quality of life. With as little as $2,000, an agency or field of interest fund may be established to serve any charitable purpose. These funds benefit a specific nonprofit community organization or interest area. Donor advised funds allow individual donors and families the opportunity to act on deeply held values and community interests. Local community funds help bring charitable interests and philanthropic potential together, to support existing and future community needs. All NMF funds qualify for maximum charitable tax deductibility as gifts to a public charity. Fund assets are managed by NMF under a written investment policy. NMF staff provides support and training for the important work of building community assets through these funds and overseeing responsible grant making. This helps further nonprofit and community success by allowing more time to focus on the mission. Through philanthropy, groups and individuals make lasting differences in their communities, leaving legacies that reflect their values for generations.

Security Donors can be assured that their gifts will endure to benefit future generations.

Professional Management Donors have a variety of deferred giving options and estate planning.

Tax Benefits Donors can achieve their philanthropic objectives while providing the benefits of additional income, stewardship, and estate tax and capital gains tax reduction; gifts to NMF qualify for charitable gift deductions to the extent of the law. Investing money for charitable purposes requires care and skill, and also yields great rewards. Even

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Planned Giving Planned Giving Options in Personal and Family Philanthropy

the Foundation will use the proceeds to carry out your charitable objectives. Retirement Plan Assets from qualified 401(k), Keogh, 403(b), IRA, or profit sharing plans can be used to create a charitable fund in your name. Gifting retirement plan assets may also reduce estate tax liabilities incurred by your heirs. Ritchie Houge, Vice President of Philanthropic Services, is your resource for information about ways to give and types of gifts that will benefit your long-term charitable objectives for the most direct and lasting impact. Please call him toll free at 1-800-659-7859 or e-mail ritchh@nwmf.org. He would be happy to meet with both you and your financial/legal advisor(s) to establish a gift vehicle that most effectively meets your needs. Please visit the Northwest Minnesota Foundation web site www.nwmf.org and click on our Planned Giving Guide for complete, comprehensive and easy-to-understand information about your gift options. Our site contains a comprehensive resource for your gift planning questions. • Discover all of the tax and income benefits of the various kinds of planned gifts. • Read in-depth about trusts and annuities that pay you an income for life. • Get tips on how you can make gifts from life insurance policies, retirement plan assets or appreciated property. • Learn how to set up your will so that the government does not benefit more than your heirs. • Discover a virtual encyclopedia of information on how and what to give. • Access hundreds of up-to-date articles on making the most of your charitable giving. • Calculate your income tax deduction for charitable gifts.

Philanthropy offers some of the most satisfying pleasures in life because it calls forth and gives expression to the best in us. Grounded by values, fueled by caring and optimism, extended by generosity, and evaluated on concrete results, it is rewarded by the deep gratification of a job well done. Planned giving allows you to take advantage of a favorable tax deduction now in exchange for a future commitment to the foundation from you or your estate. Including the Northwest Minnesota Foundation and/or component funds in your will is an easy way to create a permanent memorial to the good works you cared about during your lifetime. Here are some options: Bequests of cash, securities, or property can significantly reduce estate tax liability which ultimately benefits your heirs. Charitable Remainder Trusts offer you or another beneficiary income for a lifetime or through the term of the trust. When the trust expires, the Community Foundation receives the remainder to carry out your charitable intentions. Charitable Lead Trusts provide you with the opportunity to enjoy your philanthropy during your life. The Foundation receives income from the trust now. After a set period of time determined by you, the trust remainder is distributed to you or another beneficiary. Life Insurance is an excellent choice for creating a major gift at little cost to you. By naming the Community Foundation as owner and beneficiary of a new or existing life insurance policy, you receive a tax deduction for the value and any subsequent premium payments. When the policy is redeemed, 18


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