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Your Legacy Quarterly News | Edition 1 | April 2018

ANNUAL IMPACT LUNCHEON More than 200 people attended the Area Foundation’s Annual Impact Luncheon on Feb. 28. Highlights from the event included an emotional video about the history of the Area Foundation, and a heartfelt and moving keynote from presenter/donor, Clay Richmond. Story on page 3.

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Your Legacy

Board of Directors

A note from Rebecca

John Hayes Chair

Dear Friends, This quarter in our donor newsletter we will be highlighting Area Foundation scholarship programs. Through the generous and committed efforts of our donors, the Area Foundation invests over $3.2 million annually in scholarships awarded to deserving students. In 2017 alone, 596 students received scholarships.

Theodore Guidry II Vice Chair Marie Smith Immediate Past Chair General James T. Hill Treasurer Michelle R. Scarver Secretary Janie Barrera Harold Berg J. Darryl Byrd Laura Ehrenberg-Chesler Luis de la Garza David Komet Adena Williams Loston, Ph.D. Brad Parman Alex Perez Jane Phipps Matthew C. Reedy G.P. Singh, Ph.D. R. Bruce Tilley Harry W. Wolff, Jr.

We are San Antonio’s community foundation. We exist to make our community a better place to live.

Rebecca D. Brune President/COO

There’s never been a time in the history of our country where a college degree was more imperative for success. Almost 40 percent of working-aged Americans now hold a college degree, according to a report from the Lumina Foundation. College graduates, ages 25-34, earned nearly $17,000 more on average than non-college graduates in 2012, according to the National Center for Education Statistics.

Research supports that obtaining a college degree leads to higher income, shifts in generational poverty, which then leads to better benefits and increased career satisfaction. That means, when you fund a scholarship, you are directly helping students obtain a college degree, and are indirectly addressing the poverty and income inequities facing our community. Every student’s story is different, but the financial gap in paying for college is still apparent. By providing sufficient scholarship assistance, we can enable greater success in college, provide backing for deserving students who want to graduate with their degree and give back to society. The support that students receive from their own community instills a greater sense of belonging — and motivation — to make it through their higher education. On pages 4 and 5, you will meet two scholarship recipients who represent the vitality and drive of the college students you are helping. Valentina Fernandez and Jared Pauletti are furthering their education through internships this summer. They both credit the scholarships they received as the catalyst for realizing their potential and embarking on the limitless opportunities for a brighter future. Thank you all for being the change agents we need in this community. Sincerely, Becca

Our Mission ... helping donors achieve their charitable goals for the greater benefit of the community


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Your Legacy


ANNUAL IMPACT LUNCHEON Smiles, hugs, and handshakes permeated the room as more than 200 donors and volunteers gathered to celebrate legacy at the San Antonio Area Foundation’s 2018 Annual Impact Luncheon on Feb. 28. Inspiring A Legacy was the theme of this year’s event at the Witte Museum’s Mays Family Center. The luncheon’s salute to charitable giving included many stories, but it was the heartfelt remarks from guest speaker Clay Richmond that captured the true spirit of the event. “I thank my parents for setting the bar of caring for others at a level that my brothers and I will continuously be reaching for,” Richmond said to a captivated audience. The Richmonds’ story is intriguing. Jack and Laura Richmond and their three boys left a 50-acre farm in Topeka, Kansas., in the 1960s to take a gamble on a “then unknown concept we now know as Pizza Hut,” Richmond said. The Richmonds moved to San Antonio in 1968 where they had one restaurant that grew to several Pizza Hut locations in San Antonio. Their charitable giving started in Kansas but flourished in the Alamo City with various fundraising activities including a matching program for United Way. Since then the Richmonds have created multiple matching challenge grant opportunities and other donations and foundations that have raised millions

of dollars to serve the most vulnerable in our community. There was barely a dry eye in the house when Clay, the youngest Richmond son, said, “I have come to realize I am no longer the baby. The foundations are the babies and we are to take care of them — the stated goal is that they should last 100 years after we are gone, to thrive in order to invigorate and support the angels among us.” Other highlights of the event included a moving video about the Area Foundation’s history that began thanks to the love of a brother and a son. Richard Goldsmith created the Area Foundation in 1964 at the request of his uncle Mannie Goldsmith. The purpose was to create a legacy in honor of Richard’s father, Nat Goldsmith, who made charitable giving his mission in life. Also included in the video was the charitable journeys of Harvey Najim and the Richmond family. There were also heartfelt comments by Theo Guidry, Area Foundation Board Vice Chair and Rebecca Brune, Area Foundation President and COO. Donor Drew Cauthorn shared an inspirational prayer of gratitude. After the lunch, attendees enjoyed an exclusive sneak preview of the Witte Museum’s exhibit, “Confluence and Culture: 300 Years of San Antonio History.” The exhibit and the tour were made possible by the generosity of the John L. Santikos Charitable Foundation.

Welcome to the Family! The JBTL Fund Ransom Allen Richards Charitable Remainder Annuity Trust (CRAT) Harvey E. Najim Family Foundation Scholarship Fund For Mexico Fund Bejar Caravan No. 56 Order of the Alhambra Luken Army Residence Community Designated Fund San Antonio Association of Hispanic Journalists Scholarship Fund Border Cultural Promotion Foundation Fund Gratitude Fund Michael S. George “Fiel Amigo” Fund Laser/Levy Charitable Fund Flynn Family Foundation Texas Public Radio Agency Investment Fund Tom and Nora Dobson Family Foundation Earl Poe Educational Fund John and Sue Jockusch Charitable Fund Sonia E. and Edward D. Esparza ‘66 — Texas A&M CS Scholarship Fund Knight Planned Parenthood Support Fund Friends of the Eastside The Wall Family Fund


Your Legacy


VALENTINA FERNANDEZ “No goal is too big, so be confident and believe in yourself.” That’s the personal mantra of Valentina Fernandez, and by all accounts, she lives up to every word. The Rapier Educational Foundation scholarship recipient has many accomplishments including serving as a student trustee with American University’s Board of Trustees. She was an intern with the District of Columbia Public Schools and the U.S. Senate, and co-developed a 60-hour civics curriculum for middle school students. This summer she will attend Carnegie Mellon University as a Public Policy and International Affairs Fellow. Valentina, a junior at American University, says the Rapier Educational Foundation scholarship through the Area Foundation afforded her the opportunity to attend college. That opportunity in turn led to work in politics and policy to create equitable education policy reforms that reduce barriers to access in higher education. “As a low-income student, I recognize that being comfortable with the bare minimum is not enough. I wanted to put my knowledge into action and have hands-on experience about what a potential job would entail,” she said.

In 2017 students received a total of $3.2 MILLION in scholarships.

Your Legacy


RECIPIENTS Leaving a legacy also means establishing a foundation to promote success for the next generation. In 2017, Area Foundation donors provided 659 scholarships to 596 students pursuing higher education, many of whom were the first in their families to attend college. Donors have created a total of 82 funds to ensure bright, encouraging students like Valentina and Jared have the financial backing they need to prepare for future success. Your contributions make the difference!

JARED PAULETTI NASA called and Jared Pauletti answered. The Texas A&M University freshman will spend his summer as an intern at the National Aeronautics and Space Administration. The Rapier Educational Foundation scholarship recipient says he hopes to one day combine his passion for computers, flight, and cybersecurity to develop and contribute to cutting edge space technology. NASA is the first step. “I am immensely thankful for being selected to receive the scholarship, which is helping me pursue an engineering degree at one of the nation’s top engineering schools,” he said. Without the assistance, Jared says he would not have been able to devote the time needed to secure the coveted internship. Jared will work at the Independent Verification and Validation facility in West Virginia and will apply cybersecurity protocols to satellites. In addition to his passion for cybersecurity and space, Pauletti has also helped with Eagle Scout projects and other service activities, is a self-taught computer programmer, and is currently attempting to build a 3D printer.

NEW SCHOLARSHIP FUNDS San Antonio Association of Hispanic Journalists Harvey E. Najim Family Foundation Scholarship Ernest & Marie Graham Scholarship

Penny Ann Powers Scholarship Fund United Charitable Fund Jean Y. and Robert W. Fish Memorial Scholarship Fund


Your Legacy


The numbers are in and the impact was great. Big Give 2018 raised more than $5 million for 613 nonprofit organizations in South Texas! March 22 was the online day of giving co-hosted by the San Antonio Nonprofit Council and the San Antonio Area Foundation. The day began with excitement as Area Foundation staff, donors, board members, supporters and the media boarded the Big Give bus, donated by the Lion and Rose owner Allan Tharp. The crew traveled to several nonprofit fundraising events to support staffers as they sought to raise needed funding for their programs and operations. Whether it’s $10 or $10,000, every bit helps these vital nonprofits serve their clients.

Here are words of thanks from a few of those nonprofits: “ADL wants to extend a BIG THANKS to all of our supporters from the Big Give this year. With YOUR help, we raised $35,644! – Animal Defense League of Texas “On behalf of the Chrysalis Ministries’ staff, chaplains, and Board of Directors, we would like to thank all of our donors for their support during this year’s The Big Give SA. Because of this compassion and generosity, we were able to raise $3,090 to support our mission. We could not have achieved this without you!” – Chrysalis Ministries “Through the generosity of our surrounding community, our PTO parents collected $1,187 for the Big Give. The PTO is excited to present this donation to the students and staff.” – The Foundation School of Autism “The GRAND TOTAL of donations raised during the Big Give 2018 is in! Thank you for your contributions and for helping us work toward ending the cycle of poverty in the Texas Hill Country. A total of $46,835 was raised.” – Hill Country Daily Bread Ministries

Your Legacy


CONGRATULATIONS! Two members of the Area Foundation family were recently honored as inductees in the San Antonio Women’s Hall of Fame. Area Foundation President and COO Rebecca (Becca) Brune joined a class of 16 women honored on March 24 for their contributions in agriculture and ranching, athletics, business and finance, civic leadership, communications, creative arts, higher education, K-12 education, health professions, innovation, law, military, public service, science, technology and volunteerism. Brune received the award for her work in the health professions sector prior to joining the Area Foundation. “I am honored to receive this recognition, but what made the night truly special for me was sharing it with my mom (Jill Parker),” said Brune. Parker is a previous Hall of Famer who received the honor in 2006 for her work in science and technology. This marked the first time a mother-daughter duo has been inducted. Also inducted was Priscilla Hill-Ardoin, a former Area Foundation Board member and current donor. Hill-Ardoin was honored for her work in business and finance as a former AT&T executive. Congratulations Becca and Priscilla for not only being inducted into the Hall of Fame but for everything you do to make our community a better place for so many.

Becca (left), her mother Jill Parker (right), and Rory, Becca’s daughter.

“What’s kept me passionate is having a dream or desire that’s bigger than myself. When I say something bigger and greater than myself, I look around and I see the social issues and the economic and social injustice in our community — and the drive to want to make that better and to fix that and to be a part of the solution has really inspired and kept me passionate.” — Rebecca D. Brune, president and COO of the San Antonio Area Foundation

Welcome to our new VP of Strategy and Innovation Rebecca Helterbrand joined the Area Foundation family in February as the Vice President of Strategy and Innovation. In this role, Helterbrand will oversee strategic planning and execution in the areas of organizational effectiveness and communications. Before joining the Area Foundation, Helterbrand served as deputy director for the Southwest Texas Crisis Collaborative. She has also served as senior vice president of Clarity Child

Guidance Center, chief branding officer for Goodwill Industries San Antonio, and was a director at Clarke American. Helterbrand has a Bachelor of Business Administration degree from the University of Texas at San Antonio and has participated in various professional training programs including the Strategic Leadership Executive Course at Stanford University.

Welcome aboard, Rebecca!


Your Legacy

Area Foundation Happenings

Events Calendar (all events take place at the San Antonio Area Foundation except where noted) May 1 — Advanced Grant Writing May 2 — Grant Management Techniques May 9 — Strategic Planning for Nonprofit Volunteers May 22 — Social Media Audits — Setting Your Social Media Strategy May 31 — Conflict Management June 5 — Board Principles II — Legal Compliance June 7 — Basic Grant Writing June 14 — Budget Basics June 14 — Resource Information Lunch N’ Learn June 19 — Building Winning Teams

Renaissance with the Stars

June 28 — To Be or Not To Be a 501(c)(3) June 28 — Not-for-Profit Wage and Benefit Survey July 19 — BoardEffect Training

Happy birthday! Renaissance with the Stars is 10 years old! Thanks in large part to the iconic event, hosted by the San Antonio African American Community Fund (SAAAACF), the organization has distributed over $300,000 to nonprofits since its inception. SAAAACF has big plans in store for the event’s milestone this year, including the distribution of $50,000 in grants for nonprofits serving the African-American community. This year ’s exciting dance competition is called Showtime at the Apollo! It takes place Saturday, Aug. 18, from 5 to 10 p.m. at the Tobin Center for the Performing Arts. Tickets will go on sale soon. Check the Area Foundation website for the latest.

Andeavor Graduates Graduation is around the corner for 21 participants in the Andeavor Leadership Fellows professional development program. The ninemonth certificate program is a premier, one-of-a-kind leadership training for nonprofit CEOs with less than five years tenure and/or C-Suite nonprofit leaders poised for executive leadership roles. The program was created by the Area Foundation and is sponsored by Andeavor Foundation (formerly Tesoro). Graduation takes place May 11 at the Area Foundation.

Supervisory Management Concentration, collaboration, and team building are prominent among students in the Supervisory and Management Certificate program. The five-month training is in partnership with the H-E-B School of Business and Administration at the University of the Incarnate Word. Participants receive an in-depth knowledge of management and supervisory skills to successfully lead teams of people. The session began in January and ends on May 18 with a graduation ceremony.

July 26 — Event Fundraising 101

Important Reminders May 16 — Quarterly Investment meeting (8:30 to 9:30 a.m., Area Foundation)

NEW DATE FOR QUARTERLY FUND STATEMENTS You spoke, and we listened. That’s why starting in April, quarterly statements will be posted on DonorFirst no later than the 26th of the month. Monthly statements will follow shortly thereafter. Providing the information you need in a timely, accurate manner is of the utmost importance to us. To further provide you with a voice in this partnership, we would greatly appreciate it if you would complete a brief survey by Friday, May 4. The survey has been emailed to you. Also, for your convenience, a hard copy of the survey has been mailed to your address with a return date of May 18. You may fill out either survey, but please do not complete both. We value your feedback and will continue to listen to provide you the best experience possible. Thank you for your time and understanding. If you have any questions, please feel free to contact your relationship manager. Sincerely,

Lisa Brunsvold Vice President, Development and Donor Services

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