Issuu on Google+

For good. For ever.

Capital Region Community Foundation

sm

a

S I O N

S T A T E M E N T Ten reasons people choose to give through community foundations

the Capital Region Community Foundation is to serve

ritable needs and enhance the quality of life in Ingham, Eaton and Clinton Counties.

e and seek out a wide range of donors to build

manent endowments that are used to meet

1 2

anging needs and interests of the community.

We are a local organization with deep roots in the community.

med in compliance with National Standards for U.S. Community Foundations

Our professional program staff has broad expertise regarding community issues and needs.

3

We provide highly personalized service tailored to each individual’s charitable and financial interests.

4 5

Our funds help people invest in the causes they care about most. We accept a wide variety of assets, and can facilitate even the most complex forms of giving.

6

We partner with professional advisors to create highly effective approaches to charitable giving.

7

We offer maximum tax advantage for most gifts under federal law and through the Michigan Tax Credit.

8 9

We multiply the impact of gift dollars by pooling them with other gifts and grants.

1

We build endowment funds that benefit the community forever and help create personal legacies.

10

r e p o r t

c o m m u n i t y

nless your last name is Kellogg or Dow or Van Andel, you might assume you will have no legacy. You don’t have to be a millionaire to leave something that will make a difference for generations to come right here in your own community. The Capital Region Community Foundation is a way for donors from all walks of life to give back to people in Mid-Michigan. Your gift and your neighbor’s gift and your friend’s gift, plus gifts from hundreds of people you’ve never met combine to create an enduring legacy of giving. Your gift can help pay for large projects, such as the $75,000 granted to the Listening Ear of East Lansing for a new building. Your legacy also can help meet important community needs such as providing housing, clothing and food to the needy or sending families to camp to learn how to live healthier lives. All gifts are professionally managed and pooled to increase their impact.

What to give

You have several options when making a gift to the Community Foundation. You may, of course, contribute to an existing fund. Or you can establish your own Foundation fund, either during your lifetime or through your estate plan, with a gift of as little as $10,000. Funds can be established in your name or in the name of your family, your organization or someone you wish to honor. All grants distributed from your fund – today and in the future – are awarded to local charities in the name of your fund.

A grant to Michigan Capital Celiac helped fund scholarships for children with Celiac Disease to attend their summer camp.

Your gift to the Capital Region Community Foundation may be made in many forms, including: w Cash, stocks, bonds, real estate and/or personal property w Gifts memorializing or honoring loved ones w Bequests or gift annuities w Life insurance naming the Foundation as beneficiary and/or owner w Individual retirement accounts and charitable lead or remainder trusts w Conversion of private foundation to a Community Foundation fund

“In charity there is no excess.” l e t t e r

f r o m

t h e

— Sir Francis Bacon

CRCF grants in action

p r e s i d e n t

Meeting community needs in tough economic times

We are pleased to present this Report to the Community – a summary of the good work that the Capital Region Community Foundation has undertaken to make our region a better place for all of us to live and work. We hope you will enjoy reading it, and we encourage you to join us in supporting the cause of charitable giving in our community.

We all know this is a difficult time for Michigan’s economy and for our community in particular. During these tough times the Community Foundation is working hard to meet the community’s greatest needs. In light of greater demand, we have set aside additional funding for human services. Because of severe state funding cutbacks for the arts, we have increased our support for cultural institutions. We also have continued our collaborative work with other funders and local government agencies, successfully leveraging our dollars to attract matching federal grants that support numerous CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 activities 6:54 PM Page 1 community. charitable in our The Community Foundation is a tax exempt, 501(c)(3) public charity whose mission is “to serve the charitable needs and enhance the quality of life in Ingham, Eaton and Clinton counties.” Our grants are made possible, of course, by The Foundation accomplishes this goal by the generosity of our donors. Giving through the helping individuals and organizations establish Foundation is simple. Any donor can designate a gift permanent, charitable endowment funds. for a wide variety of charitable organizations and We invest the principal of those endowment causes. funds and use the income generated from them to All gifts to the Foundation are eligible for the make grants of approximately $3 million each year Federal Income Tax charitable deduction, and gifts to to charitable organizations in our community. permanent endowments are also eligible for the State of Michigan Income Tax Credit. For more information about the Capital Region Community Foundation, including a copy of our moredetailed annual report, please go to our Web site, www. Over the course of our 20-year history, the crcfoundation.org, or call (517) 272-2870. Foundation has made grants into the community totaling more than $22 million. Sincerely, Our grantmaking is the heart of our good work, and here you will read about some of the Dennis W. Fliehman, many ways our grants have made a real, tangible President and CEO difference in people’s lives and improved the For good. For ever.sm quality of our community.

A grant to Haven House provided transportation for outings for homeless children.

What is the Community Foundation?

How can you help?

More than $22 million granted in 20 years

A Youth Action Committee grant helped cover the cost of operating Reach Studio Art Center’s free after-school drop-in art sessions for teens.

A $2,000 youth grant helped the Charlotte Community Library purchase fiction and non-fiction books for teens.

VFW’s Life Skills Program provides education, mentoring and hands-on experiences designed to develop a wide range of skills and enhance interpersonal relationships.

“The way you get meaning into your life is to devote yourself to loving others and devote yourself to M I S S I O N S T A T E M E N T your community around you.” — Mitch Albom

Connecting with his community

The mission of the Capital Region Community Foundation is to serve

Kevin Kelly was a son, husband, father, mentor and friend. As executive director of the Michigan State Medical Society, Kevin saw the big picture, advocating for access to health care and working to envision the future of medicine. But nurturing relationships was important to him as well, said Dr. Michael Sandler, former president of the 16,000member society, based in East Lansing. “The joke was that Kevin Kelly knew everybody in Lansing and that everybody knew Kevin,” Sandler said. “You could go somewhere and everybody would say, ‘Give my regards to Kevin. I think Kevin’s great.’” Kevin died in December 2008 at age 52. Kevin gave people a sense of confidence in their own ability to help those in need, motivating people

Allenof Neighborhood to usethe their imaginationneeds to comeand up with creativethe quality charitable enhance life in Center is a hub for neighborhood solutions to problems. His motto: Anything is possible revitalization and capacityif you ask!” building activities that promote Kevin was proud of his Eaton community, and Ingham, and Clinton Counties. CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:54 PM Page 1 health, safety and stability. the tremendous number of contributions to the Community Foundation in his memory demonstrates how proud his community We serve and seekwas outof ahim. wide range of donors to build “The good fortune of knowing someone like Kevin makes us all better people,” said Julie Novak, Kevin’s successor at the Michiganendowments State Medical Society. “Hisused to meet permanent that are influence will have a ripple effect for generations.” Kevin’s family established the Kevin A. Kelly Action the Fundchanging to help people in need provide of the community. needs andand interests Strike a pose! The PEAK program opportunities for people to be lifted up from their at the DeWitt YMCA educates troubles, their challenges and their pain. young girls in healthy eating, Kevin’s legacy will live on. exercise and lifestyle changes.

– Contributing: Lansing State Journal

For good. For ever.sm

“We make a living by what we get, but we make a life by what we give.” I S S I O NChurchill S T A T E M —M Winston a

i n s p i r a t i o n

The mission of the Capital Region Community Found

A hero for generations

Ingham, Eaton and Clinton Counties

We serve and seek out a wide range of donors

m i s s i o n s t a t e m e n t

S T A T E M E N T

For good. ever. m, Eaton andForClinton Counties.

o f

the charitable needs and enhance the quality

Page 1

The mission of the Capital Region Community Foundation is to serve the charitable needs and enhance the quality of life in Ingham, Eaton and Clinton counties. We serve and pital Region Community Foundation seek out a wide range of donors to build permanent endowments that are used to needs and enhance meet the changing needsthe andquality of life interests of the community.

l e g a c y

CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:54 PM Page 1

For good. For ever.sm

sm

t h e

What will your legacy be? U

We provide a simple way to give to a number of charitable causes.

O N

t o

is to serve

What does Cleon Mingus, Mingus Fund, a permanent endowment permanent endowments are used to a retired autoworker who where his gift will be invested with that other lived most of his life in a CRCF endowments and annually distribute Confirmed in compliance with National Standards for U.S. Community Foundations changing needs and interests of the com small home near Lansing, approximatelythe $25,000 to Ingham, Eaton have in common with and Clinton county charities. Andrew Carnegie, W.K. Next year, and every year thereafter, Kellogg and S.S. Kresge? Cleon’s gift will meet a variety of They all were community needs – such as healthy lunches philanthropists who left for senior citizens, building materials for a behind a lasting legacy that will benefit Habitat House, hospice care, access to art future generations in perpetuity. Cleon died and recreational activities, support for foster on May 30, 2008, leaving the bulk of his children and beds for a homeless shelter. estate – more than $500,000 – to the Capital Cleon Mingus set an example for the rest Region Community Foundation. of us by demonstrating that you don’t have Having no children and outliving his wife to be famous – or a multi-millionaire – to and siblings, he asked his financial advisor to be a philanthropist. By including a gift to help him make sure his estate would benefit the Capital Region Community Foundation the community he cared about. in your will, you too can be a hero to future So what has Cleon’s generosity generations. For good. For ever.sm accomplished? It established the Cleon

Confirmed in compliance with National Standards for U.S. Community Fou

in


o n e

“Giving frees us from the familiar territory of our own needs by opening our mind to the unexplained worlds occupied by the needs of others.” – Barbara Bush

f a m i l y ’ s

d e d i c a t i o n

A camp with a cause

P

erhaps your Children enjoying the Mystic Lake YMCA Healthy Family Camping Program children or grandchildren attended the Parkwood YMCA’s Mystic Lake Camp for a week – or for most of their childhood summers. CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:54 PM Page 1

Richard and Lorayne Otto Scholarship

But did you know Mystic Lake hosts camping programs throughout the year? One such program, a Healthy Family Camp, was offered over the Memorial Day holiday I like to think that we, Dick and weekend, designed to teach families how to live Lorayne Otto, are Auto-Owners Blue a healthier lifestyle, integrating nutrition and Bloods. My father worked for Autoexercise. Owners when I was born in 1928, and “A lot of times when people think of he worked there until he died in 1945. exercise, they think, ‘I gotta go to the gym thing about the program is it’s a fairly CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:54 working PM Page 1 Both Lorayne and I were and get on a treadmill,’ but they don’t realize inexpensive way for a family to spend some in the Underwriting File Department in canoeing can be exercise, hiking can be high-quality time together. And everything 1951 when we met and were married. exercise,” said Ricky Wright, Mystic Lake’s is included once you get here – meals, Lorayne worked for three years executive director. everything.” before starting our family, then later Through a grant from the Capital Region That’s key in the state’s current economic worked part-time on several occasions Community Foundation, Mystic Lake was able climate. for the company. to extend scholarships to 16 people, allowing “Given the economy, we’ve seen that I continued working until retiring multiple families to attend the 2009 program. requests are up for financial assistance,” in 1993 and retired from the Board in “The additional money made available by 1999. Wright said. “The additional money made the Capital Region Community Foundation During the many years of asavailable by the Capital Region Community CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:55 PM Page 26 allowed us to create access for families in the sociation and employment, we Foundation allowed us to create more access. have received many blessings from Lansing area,” Wright said. “The Foundation We’re trying to be a catalyst for making ANNUAL_REPORT_08:Layout 7/16/09 6:54 PM Pageand 1 other communities healthier.” Auto-Owners and have wanted to do has been really good to the Y1over the years.” Lansing 2008 GRANTS something for the company that has The benefit of the camp extends beyond sm Applying for a Grant For good. For ever. given us so much. the lessons taught, Wright said. “The beautiful As a result of our desire to do something for the company, we have made a gift to theFoundation Capitalwelcomes Regiongrant Community Foundation and created Capital Region Community applications from tax-exempt organizations recognized Section 501(c)(3) of the Internal Revenue Code, and other of the Autothe Richard andunder Lorayne Otto Scholarship Fund. Children qualified public entities (churches, schools and governmental). Grant applications are Owners Group by Associates will be eligible for the scholarship awards. reviewed and evaluated program staff and advisory committees of the Foundation, who make to the Board Trustees. The Board the final recommendations Again, we would likeof to express ourmakes thanks todetermination Auto-Owners for a regarding all grants. wonderful association. Go Blue — Auto-Owners Blue, of course.

“The value of a man resides in what he gives and not in what he is capable of receiving.” M I S S I O N

Grants are made in the areas of education, environment, health care, human services, humanities, and public benefit. Generally, grant awards are made only to non-profit 501(c)(3) tax-exempt organizations, schools, government agencies and municipalities that benefit the residents of Eaton, Clinton and Ingham Counties. Application instructions, information, forms and deadlines can be found on our website at www.crcfoundation.org, or by calling the Foundation’s program staff at (517) 272-2870.

– Albert Einstein

CRCF_ANNUAL_REPORT_08:Layout 1 7/16/09 6:54 PM Page 1

— Dick & Lorayne Otto

S T A T E M E N T

For good. For ever.sm

Grants awarded in 2008 The mission of the Capital Region Community Foundation to serve Grantsis awarded in 2008

The Listening Ear leads Foundation’s and enhance the quality of life in $554,000 in grantsthetocharitable localneeds non-profits

592 Grants Totaling $3,058,811

592 grants totaling $3,058,812

Education 17% $519,165 Environment .7% $21,024

M I S S I O N

S T A T E

The Listening Ear of East Lansing has be interviewed by a police officer in a warm, Ingham, Eaton and Clinton Counties. Health Care 5.7% received the Capital Region Community comfortable, safe setting is so important.” $173,352 Foundation’s 2009 Impact Grant of $75,000. Other grants announced this summer: Public Benefit/ The money is for the purchase of a building We serve Development w Habitat for Humanity of Clinton Co.: $11,334 and seek out a wide range of donorsEconomic to 33.8% build The mission of the Capital Region Community F for the Capital Area Sexual Assault Response $1,034,667 w Greater Lansing Food Bank: $24,917 Center. It’s one of 125 grants totaling more than w Lansing Comm. College Foundation: $7,500 $544,000 announced for the Summer 2009 permanent endowments that are used to meet the charitable needs and enhance the qu Human Services w Haven House: $7,551 granting cycle. 22.9% Other 2.8% $700,319 $86,702 “The grant has enabled the Sexual Assault w Highfields: $7,269 Response Team to grow and encompass the the changing w Tri-County Aging Consortium: $9,450 needs and interests of the community. Ingham, Eaton and Clinton Cou Sparrow Sexual Assault Nurse Examiner w Eaton Area Senior Center: $7,499 program and MSU’s sexual assault program Arts/Humanities w Child and Family Services, Capital Area: $5,460 sm 4.2% in one building,” said Pat Lutza, publicity $129,008 We serve and seek out a wide range of do So far this year, the Foundation has and media coordinator for the Listening Ear. Housing/Shelter Recreation/Youth Development 2.3% 10.6% $69,689 “Having one place where a sexual assault victim awarded more than $2.3 million in grants; $324,886 more grants will be announced this fall. can come in and be examined by a nurse and

For good. For ever.

permanent endowments that are use

2 0 0 9

B o a r d

o f

T r u s t e e s

26 CAPITAL REGION COMMUNITY FOUNDATION

the changing needs and interests of the

For good. For ever.sm

M I S S I O N

S T A T E M E N T

M ofI the S S I O Region N SCommunity T A T E Foundation M E N Tis to serve The mission Capital

Mark E. Alley, Chair Chief of Police, LPD

Nancy L. Little, Chair-Elect Attorney/Shareholder, Foster Zack Little Pasteur & Manning, PC

Denise Schroeder, Secretary Chief Operating Officer, Pension Trend

Douglas A. Mielock, Treasurer John Abbott Diana Rodriguez Algra Charles Blockett, Jr. Kira Carter-Robertson Attorney/Shareholder, President, Executive Director, President, President and CEO, Foster Swift Collins & Smith, PC Summit Community Bank Volunteer Centers of Michigan Charles Blockett, Jr. & Associates Sparrow Specialty Hospital Confirmed in compliance with National Standards for U.S. Community Foundations

Sam L. Davis Jail Administrator, Ingham County Sheriff’s Office

David J. Donovan Founder/Consultant, Donovan Company, LLC

charitable needs and enhance the quality of life Thethe mission of the Capital Region Community Foundation is toin serve the charitable and enhance the Counties. quality of life in Ingham,needs Eaton and Clinton Nancy A. Elwood Financial Advisor, Merrill Lynch

Vincent J. Ferris President, Custom Home Interiors, Inc.

Confirmed in compliance with National Standards for U.S. Comm

Ingham, Eaton and Clinton Counties.

We serve and seek out a wide range of donors to build

Bo Garcia Director of Strategic Planning & Economic Development, Lansing Community College

Pat Gillespie President, Gillespie Group

Andy Hopping Executive Vice President/CFO, Jackson National Life Insurance Company

Joan Jackson Johnson Director, Human Relations and Community Service Department, City of Lansing

Michael King Robert Kolt Vice President/General Manager, CEO/President, WILX-TV Kolt Communications, Inc.

Dorothy E. Maxwell President & CEO, Max Weingar Group

Michael Nobach Managing Director, Clinton County Road Commission (Retired)

Arianne Umfleet, Student Trustee Lansing Christian High School Student

Jessica McKay, Student Trustee - Elect Williamston High School Student

We serve and seek out a wide range of donors to build

permanent endowments that are used to meet permanent endowments that are used to meet

the changing needs and interests of the community. the changing needs and interests of the community.

Helen Pratt Mickens Professor & Associate Dean of Community Relations, Thomas M. Cooley Law School

Brian Priester President and Publisher, Lansing State Journal

Mary J. Schafer CPA/Partner, Plante & Moran, PLLC

Sharon H. Solomon Executive Director, National Alliance for the Mentally Ill

Mitchell Tomlinson CEO, Peckham Inc.

Carmen Turner President, Boys and Girls Club of Lansing

Steven Webster Vice President of Governmental Affairs, MSU

Ryan M. Wilson Attorney/Shareholder, Fraser Trebilcock Davis & Dunlap, PC

The Foundation is governed by a volunteer Board of Trustees, a broadly representative group of community leaders. Trustees are elected for three-year terms and may serve three full terms. The Board is responsible for setting Foundation policy, approving all grant awards, and for hiring investment managers to implement the Board’s investment policy.

9 6:54 PM Page 1

“What we have done for ourselves alone dies with us; what we have done for others and the world remains and is immortal” – Albert Pike

For good. For ever.

Capital Region Community Foundation

sm

S S I O N

6035 Executive Drive, Suite 104 • Lansing, MI 48911 Phone: (517) 272-2870 •Fax: (517) 272-2871 S T A T E M E N T

n of the Capital Region Community Foundation is to serve

Confirmed in compliance with National Standards for U.S. Community Foundations

charitable needs and enhance the quality of life in Ingham, Eaton and Clinton Counties. serve and seek out a wide range of donors to build

Confirmed in compliance with National Standards for U.S. Community Foundations

w w w. c r c f o u n d a t i o n . o r g


Capital Region Community Foundation