17
2016 Report of Progress & Achievements EXPANDING PHILANTHROPIC IMPACT

EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

2 0 1 6 R e p o r t o f P r o g r e s s & A c h i e v e m e n t s

EXPANDING PHILANTHROPIC IMPACT

Page 2: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

C

O

T

O

F

A

N

B

T

L

E

E

N T S

02 Message from Martha & Steve

04 Center for Effective Philanthropy Recommendations

06 Donor Spotlights

12 GHCF by the Numbers

14 Center for Family Philanthropy

16 Introducing Gen Z!

18 Advisor Corner

19 GHCF in the Community

22 Strategic Impact & Community Leadership

26 Year-End Giving Deadlines

27 GHCF Governing Board and Staff

Page 3: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

It is that spirit that makes Houston one of the most generous cities in the world, and also what drives the Greater Houston Community Foundation and the support we provide to our donors.

It is undeniable that there is great need across our city, state, and country. Our donors are faced with increasing demands and equally challenging decisions. We recognize the complexity of the times in which we live and the genuine opportunity our donors have to make a profound impact on a cause, a community, or a family, even their own.

Through our donors, the Greater Houston Community Foundation has been one of the largest grantmakers in our community, with more than $100 million contributed to causes in each of the past two years. With over half a billion dollars in assets, we are poised for even greater impact in the years and generations to come.

As a leading philanthropic partner, we continue to evolve to ensure we provide the necessary resources to help donors accomplish their goals. We provide resources, research, and deep knowledge to individuals, families and their foundations, businesses, and professional advisors. We help our donors achieve an even higher level of philanthropic impact.

It has been our donors who have encouraged us to develop many of the services and innovations that we have brought to the community. We are proud of our position as a leader in many areas important to them, including innovative tax and giving structures, collaborative giving, and our Next Gen program. Additionally, our newly created Center

for Family Philanthropy already makes a positive impact in our community.

With the changing needs of our community, we also recognize there may be more advantageous financial structures, innovative philanthropic approaches, and personal services that we can and should provide to our donors. We continue to listen to our donors through important feedback mechanisms, including a recent Donor Perception Survey administered by the Center for Effective Philanthropy.

We are genuinely excited about what is ahead for the Greater Houston Community Foundation. We recognize that our future success will be greatly dependent on the vision we put forth for the Foundation and the strategy we implement to achieve it. Over the course of 2017, we will update our long-range vision for the Greater Houston Community Foundation, which will be informed by donor feedback from the survey and interviews with community leaders, and input from nonprofit organizations. We look forward to sharing what we believe will be a bold vision for our Foundation, our donors, and our community.

We are honored that the Houston community has embraced our work in difficult times, with hurricanes and natural disasters, as well as with high profile opportunities like the Super Bowl Touchdown Houston charitable effort. Most of all, we are humbled by your continued and strong support of the work we do. Please let us know if there is anything we can do to assist you. Thank you for your continued support of our work.

We are blessed to live in a place where giving back and commitment to others is a cornerstone of our culture.

TO OUR DONORS AND OUR HOUSTON COMMUNITY

Sincerely,

Martha Z. Carnes Stephen D. MaislinGoverning Board Chair President & Chief Executive Officer

a message f rom

Martha & Steve

E X P A N D I N G P H I L A N T H R O P I C I M P A C T M E S S A G E F R O M M A R T H A & S T E V E 0 30 2 E X P A N D I N G P H I L A N T H R O P I C I M P A C T M E S S A G E F R O M M A R T H A & S T E V E

Page 4: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

Assess ways to encourage donors to grow their level of giving as part of their estate plan. Build further interest in family philanthropy services.

Launched Center for Family Philanthropy

Established planned giving website

Address the opportunity to strengthen impact on the greater Houston community, and continue to evolve communications about the Foundation’s work and visibility in the community.

Communicate impact through Insights newsletter and social media platforms

Strengthen impact through Youth Homelessness and Strategic Education community impact funds, Anti-Human Trafficking donor working group, and partnerships to cosponsor donor programs

Manage and administer Greater Houston Storm Relief Fund and Touchdown Houston grantmaking

Consider ways to ensure resources align with donors’ preferences.

Expand donor programming to enhance donor knowledge (e.g. Understanding Houston now offered to all donors and not just Next Gen participants)

Incorporate this feedback into 2017 strategic planning

Explore additional opportunities to support staff in communicating with donors about their charitable goals, and connect donors with designated contacts at the Foundation.

Adopted revised donor questionnaire to ask about charitable goals

Incorporate new relationship management protocol to ensure all donors know their designated contact

Center for Effective Philanthropy Recommendations Based on Greater Houston Community Foundation Donor Perception Survey

E X P A N D I N G P H I L A N T H R O P I C I M P A C T CENTER FOR EFFECTIVE PHILANTHROPY RECOMMENDATIONS 0 50 4 E X P A N D I N G P H I L A N T H R O P I C I M P A C T CENTER FOR EFFECTIVE PHILANTHROPY RECOMMENDATIONS

Page 5: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

It began with one woman’s commitment to Houston mental health causes. After nearly 20 years supporting local efforts, Maureen Hackett, past Greater Houston Community Foundation Board Chair, and her husband Jim, former CEO of Anadarko, decided it was time to make a broader impact.

They were inspired by a meeting with film producers Harry Lynch and Jeff Fraley. Both had had mental health tragedies in their families and were committed to changing the national conversation on mental health through film.

In response, the Hacketts created a Field of Interest Fund at the Foundation in 2012. They pushed Fraley and Lynch to think big. If they could come up with something truly revolutionary, the Hacketts’ new Mental Health Awareness Fund would support it.

Their answer was the Mental Health Channel (MHC), an online network in the style of Netflix, Hulu or YouTube, and the world’s first dedicated to mental health. MHC would be free to view and free to share for anyone with an internet connection, anywhere in the world. It would normalize mental health, educate, and inspire viewers through powerful true stories. Importantly, it would focus on hope and solutions.

Was the world ready for an online network devoted to mental health stories? Absolutely. In seven short months since its public launch in May 2015, MHC has viewers in 140 countries. With nearly 100 episodes now online, MHC is co-producing and sharing content with online and broadcast outlets, has launched a film festival and a film screening program on college campuses across America, and created a PBS series as well, premiering this spring.

With the Channel’s success, corporate, foundation, and individual donors have joined the Hacketts in the Mental Health Awareness Fund – which is planning a massive expansion to $100M in the next 4 years to aggressively fund other game-changing awareness initiatives across the country.

“We’re so fortunate to have GHCF as a resource,” says Maureen Hackett. “They not only helped to structure and manage this fund, but to restructure and re-envision it as our objectives have grown. I hope more donors will look to GHCF to make their philanthropic aspirations a reality.”

The vision of the Mental Health Channel, and of the Mental Health Awareness Fund itself, is to change the culture on mental health — to shift the national conversation from illness to wellness; to educate, engage and build awareness; to make it OK to discuss and seek treatment. In short, to change minds. And one viewer at a time, thousands of viewers a day, in nearly every time zone, they’re doing it.

You can watch the Mental Health Channel at www.MHC.tv. For more information on Field of Interest Funds or the Mental Health Awareness Fund, please contact Renee Wizig-Barrios at [email protected] or 713-333-2206.

G H C F F U N D I S C H A N G I N G

T H E G L O B A L C O N V E R S AT I O N

How did a dedicated fund at Greater Houston Community Foundation set out to tackle the world’s most pressing medical problem?

E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S 070 6 E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S

Page 6: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

A Q & A W I T H J I M M Y E R W I N

A Q&A with Jimmy ErwinPresident and Founder, The Will Erwin Headache Research Foundation

0 8 E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S

Why did you choose Greater Houston Community Foundation as a partner for your Foundation? And, how has this helped you make a difference?

The Foundation provided guidance in navigating the foundation space. They took the time to meet with us and counseled us on operational best practices. They handle all of our donations/gift receipting, grants out, accounting, bill paying, coordination of accountants/attorneys, assistance in filing tax returns, etc. They keep us in compliance and give us peace of mind.

Greater Houston Community Foundation is set up to take care of all aspects of our foundation’s back-office and they have done an excellent job at helping us keep everything in proper order. In addition, they are always available to answer questions and provide guidance when needed.

As your work has progressed, what are you most excited about now, or as you look into the future?

We have made significant strides in the past couple of years. We have partnered with Memorial Hermann Mischer Neuroscience Institute at the Texas Medical Center (MNI) and McGovern Medical School at UTHealth to open the Will Erwin Headache Research Center, the f irst-of-its-kind national research center. We are excited about the progress we have made and will not stop until a cure is found.

Debilitating headaches affect 12% of the population and headaches are ranked the 7th highest cause of disability. As we look to the future, our hope is to bring an end to the pain by finding a cure for all debilitating headaches.

One aspect we are working towards in the future is to focus on the mental health of those who suffer and also to help counsel the affected families. Debilitating headaches don’t just affect those suffering; they also impact the families. We are in the process of setting up a pilot program to offer family therapy to those suffering.

Being that you are the only center of this kind nationally, what hopes do you have for what it’s to become?

Led by Mark Burish, M.D., Ph.D., our goal is to set up national collaborations, creating a network that can fight together, and eventually find a cure. Currently, the Center works collaboratively with researchers across the country to identify and enroll patients with intractable headaches and other rare conditions, such as cluster headaches, to better understand why these headaches occur and find interventions to help. Our hope is to end the pain once and for all.

Ideally, we hope to see the Texas Medical Center become the headache research capital of the world.

This is a global problem, and we are dedicated to expanding the Foundation to every corner of the United States – and then the world – so that everyone suffering from debilitating headaches can receive the attention and care they need. We will not be satisfied until a cure has been found for every type of debilitating headache.

To learn more, please visit www.cureheadaches.org or contact Rebecca Hove at [email protected] or 713-333-2245.

E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S 0 9

Page 7: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S 1 1

Clyde V. DeVillier was born in Houston in 1923 and graduated from Northside High School (formerly Jefferson Davis High School) in 1942. Upon graduation, Clyde enlisted in the United States Air Force and served until 1946. He settled in Madison, Wisconsin where he met his first wife, the former Evalyn Glass, and they had one son, James. Clyde was very successful in Madison, where he was president of a local title company. He passed away in 2013.

Established through Clyde’s bequest, the Clyde V., Evalyn M., and James N. DeVillier Scholarship was established with one stipulation: recipients must be graduates of Northside High in Houston. Greater Houston Community Foundation is pleased to have the opportunity to honor Clyde’s intent for the scholarship and to be able to annually assess the needs of current students in collaboration with Northside staff.

Working with the school enables the Foundation to create a truly impactful scholarship to help students overcome financial hurdles and continue their education. Understanding the trend in declining financial aid for students after freshman year, the Foundation made the scholarship renewable for all recipients for up to four years. Thanks to Clyde’s foresight and thoughtful estate planning, the first cohort of scholarship recipients is expected to graduate in 2019.

The Foundation currently administers 35 scholarship funds. Whether you want to help students achieve higher education, encourage studies in certain fields, or assist your employees through a corporate scholarship, the Foundation can help customize a scholarship program to achieve you charitable goals. In 2016, the Foundation awarded over $1.5 million to 400 students.

For more information on establishing a scholarship fund, please contact Diane Higginbotham at [email protected] or 713-333-2231.

“The truth of the matter is that I

do not wish to just thank you for

my award but to thank you for

believing in me. Thank you for

entrusting me with this award, and

even though you all are aware of

my neighborhood’s one to ten

college graduation ratio, you still

gave me an opportunity to push

forward.

You all have started a new chapter

in my life and have promised to

stand by my side throughout the

next four years of my life. You all

have given me much more than a

scholarship, and for this reason I am

indebted and loyal to the Greater

Houston Community Foundation.

I will do my very best to walk the

stage in the year 2020. With all my

heart, I sincerely thank you.”

– Gilber t Garza, at tending University

of North Texas

B E Q U E S T G I V E S H I G H S C H O O L S T U D E N T S

A N O P P O R T U N I T Y

1 0 E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S E X P A N D I N G P H I L A N T H R O P I C I M P A C T D O N O R S P O T L I G H T S 1 1

Page 8: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

GRANTEE # OF GRANTS AMOUNT

The Museum of Fine Arts, Houston 94 $2,157,114

The University of Texas M.D. Anderson Cancer Center 58 $2,078,096

Houston Habitat for Humanity, Inc. 57 $50,550

The Methodist Hospital Foundation 55 $2,432,002

Star of Hope Mission 52 $2,459,520

United Way of Greater Houston 46 $2,337,029

Houston Symphony Society 41 $292,120

The Salvation Army 41 $214,145

KIPP, Inc. 38 $347,900

National Multiple Sclerosis Society 38 $44,427

Holocaust Museum Houston 37 $146,075

Houston Food Bank 37 $126,361

Buffalo Bayou Partnership 36 $905,880

Houston Museum of Natural Science 33 $1,220,666

Alley Theatre 33 $640,865

Memorial Hermann Foundation 32 $1,421,312

Houston Grand Opera Association, Inc. 31 $620,503

Houston Public Media Foundation 30 $48,890

Texas Children’s Hospital 29 $690,659

Houston Zoo, Inc. 29 $252,433

G H C F B Y T H E N U M B E R S

2015 GHCF Most Frequent Texas Grant RecipientsNote: This list excludes religious organizations and private schools.

230

269

233262

297 305

397

439

554 561

68 78

103

5269

82

146

117

189

132

55 5569

5648

67 73

10894

112

600

MIL

LIO

N $

20 06 20 07 20 08 20 09 2010 2011 2012 2013 2014 2015

400

200

500

300

100

0

Total Assets Gifts to GHCF Funds Grants Made from GHCF Funds

Assets, Gifts, and Grants

2016 Year-to-Date Review (1/1/2016 – 9/30/2016)

$72,516,97424 NEW FUNDS

2,881 GRANTEES

Public Benefit $19,089,794

Educational $18,261,604

Human Services $10,420,439

Health $7,640,311

Arts $6,918,452

Religion $5,854,513

International $2,490,062

Environmental $1,841,799

Total $72,516,974

1 2 E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F B Y T H E N U M B E R S E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F B Y T H E N U M B E R S 1 3

Page 9: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

C F P M I S S I O N

To connect, serve and inspire families in their quest to do personal and impactful philanthropy

across the generations.

Center for Family Philanthropy Founding Families

Leslie & Jack Blanton, Jr. Family

Fluor Family

Melanie Gray & Mark Wawro

Anika Jackson & Family

Kao Family

Tellepsen Family

Bonnie & David Weekley

K.C. & Randa Weiner Family

If you would like to get involved with the CFP, there are membership options for donors, Next Gen alum, and private foundations. The CFP also offers customized consulting services. To find out more, please contact Jennifer Touchet, Director of Family Philanthropy, at [email protected] or 713-333-2228.

C E N T E R F O R FA M I LY P H I L A N T H R O P Y

The Center for Family Philanthropy (CFP) was launched last year at the 20th anniversary celebration of the Foundation. Our first year included the launch of the Family Giving Circle, the Youth Leadership Team, and our first Family Philanthropy Day. Thank you to everyone who participated, and especially to our founding families who helped make it all happen with their thought leadership, financial support, and ongoing partnership.

Happy One Year Birthday!

1 4 E X P A N D I N G P H I L A N T H R O P I C I M P A C T C E N T E R F O R F A M I L Y P H I L A N T H R O P Y E X P A N D I N G P H I L A N T H R O P I C I M P A C T C E N T E R F O R F A M I L Y P H I L A N T H R O P Y 1 5E X P A N D I N G P H I L A N T H R O P I C I M P A C T C E N T E R F O R F A M I L Y P H I L A N T H R O P Y 1 5

Page 10: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

We are excited about the launch of the Foundation’s first Family Giving Circle and the young Gen Z leaders who volunteered for the Youth Leadership Committee. During the 2016–2017 school year, the youth leaders will review grants, plan volunteer activities and site visits, and facilitate activities for younger family members. Priority will be given to organizations or projects that are youth-led and address the root causes of hunger.

2016–2017 Family Giving Circle MissionTo support innovative organizations that utilize new or creative solutions to combat childhood hunger in the Greater Houston area.

Youth Leadership CommitteeAshley Deutser

Alexis Elder

Ethan Kao

Tyler Kao

Braden Tellepsen

Brooke Tellepsen

Pooja Vettical

The Youth Leadership Committee is open to teenagers age 14 and up whose families are members of the Center for Family Philanthropy.

“I strongly believe that philanthropy will improve the wellbeing of humankind and prevent social problems. Continuing to participate in philanthropy will impact lives greatly and allow our community to unify.” – Braden Tellepsen

“Anyone in the world has the ability to make a dif ference. What’s stopping you?” – Tyler Kao

“Being a part of the leadership team is a great way to connect with other young people who are making a dif ference in the community!” – Alexis Elder

I N T R O D U C I N G G E N Z !

Greater Houston Community Foundation Launches Family Giving Circle Youth Leadership Team

1 6 E X P A N D I N G P H I L A N T H R O P I C I M P A C T I N T R O D U C I N G G E N Z ! E X P A N D I N G P H I L A N T H R O P I C I M P A C T I N T R O D U C I N G G E N Z ! 1 7

Page 11: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

ADVISOR CORNERWe know many of your clients are interested in leaving lasting legacies through gifts from their estates. Planned gifts to Greater Houston Community Foundation or any nonprofit organization can also reduce estate and income taxes. We are pleased to announce our new website, www.ghcflegacy.org, is available to you and your clients to assist with questions related to planned giving. The site includes sample donor stories, gift option descriptions, sample bequest language, and a planned gift calculator. You will also find tools in the advisor section that will keep you up to date with charitable giving and tax information as well as the latest news from Washington pertaining to giving.

Thank you to all advisors for your referrals and your continued confidence in the Foundation. We look forward to working with you and your clients in 2017.

To learn more about how the Foundation assists professional advisors in helping your clients achieve their charitable goals, please contact Susan Zarich at [email protected] or 713-333-2203.

greater houston storm relief fund

Greater Houston Community Foundation is proud to have been asked to administer the Greater Houston Storm Relief Fund established by Mayor Sylvester Turner in the days following the April 18th Tax Day Floods. To date, eight organizations in Brazoria, Fort Bend, Galveston, Harris, and Montgomery counties have received approximately $1.3 million dollars to aid storm victims. “These dollars are going to stay in our community to help those who are still recovering from the floods,” said Mayor Turner. “The federal government’s disaster assistance doesn’t cover all of the needs that are out there. Thanks to the generosity of neighbors who wanted to help their neighbors, we are able to fill in the gaps.”

The services provided by the Foundation were donated without any fees in order to further the impact of donors’ contributions to the Fund. The Foundation is honored to partner with Mayor Turner’s office and grateful for the generosity of our donors in times of need. Our thoughts continue to be with those affected by the floods, and we join the community in wishing them a full recovery.

super bowl li touchdown houston The Foundation is proud to partner with the Houston Super Bowl Host Committee to administer the charitable giving for the Touchdown Houston grants. The Foundation developed an online application to streamline the grant screening process and assist the Host Committee in their grantee selection. Nonprofit organizations from Harris County and 10 surrounding counties were eligible to apply, and 405 applications were received.

Touchdown Houston Focus Areas:

• Community Enhancement

• Education

• Health & Wellness with an emphasis on youth-related initiatives

The applications go through a multi-stage review process culminating with final review and selection by the Super Bowl Host Committee. Grant recipients will be announced in December 2016.

Greater Houston Storm Relief Fundand Super Bowl LI Touchdown Houston

G H C F I N T H E C O M M U N I T Y

1 8 E X P A N D I N G P H I L A N T H R O P I C I M P A C T A D V I S O R C O R N E R E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F I N T H E C O M M U N I T Y 1 9

Page 12: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

A $665 million public-private initiative that will make Houston the first city in the United States to end veteran and chronic homelessness. Donors learned about the resources needed to reach this goal and how they can be involved.

Speakers: Ann Stern, Houston Endowment; Doug Foshee, Mayor’s Leadership Team; Mandy Chapman Semple, Special Assistant to the Mayor for Homeless Initiatives

Interactive learning experience into one of our city’s most pressing challenges – providing quality early childhood education for all children.

Drawing from over 200 interviews filmed in 20 co untries, POVERTY, INC. explores the unintended consequences of international aid and challenged donors to ask the tough question: Could I be part of the problem?

Co-sponsored with the David Weekley Family Foundation

Director, Martin Prosperity Institute at the University of Toronto, Clinical Research Professor, New York University and Co-Founder and Senior Editor, The Atlantic CityLab.

Co-sponsored with the Kinder Institute for Urban Research

In 2015, the Next Gen Giving Circle focused their grant-making on the fight to end human trafficking in Houston. Twenty Next Gen alum pooled their gifts to make an $11,500 grant to United Against Human Trafficking.

This year there are 10 members in the Giving Circle and they will grant $10,000 for early childhood education. Thirty-six applications were received and three finalists have been selected. Grants will be awarded in December 2016.

If you want additional information on any of these events, please contact LaTanya Flix at [email protected] or 713-333-2229.

The Way Hometuesday, march 22 , 2016

Understanding Houston: Early Childhood Education Matterssaturday, september 10, 2016

POVERTY, INC. Screeningmonday, may 23 , 2016

Richard Florida: A Conversation on Economic Segregationthursday, october 6, 2016

Next Gen/Next Gen Giving Circledecember, 2016

2 0 E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F I N T H E C O M M U N I T Y E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F I N T H E C O M M U N I T Y 2 1

Page 13: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

The Foundation’s Anti-Human Trafficking Donor Working Group (DWG) leverages partnerships and uses aligned, strategic grantmaking to achieve its goal. The DWG is comprised of foundations and individual donors who seek impact through the synergy of the group.

In 2016, the DWG multiplied its impact through seven unique partnerships, three of which are also funding groups – Women in Philanthropy, the Houston Super Bowl Host Committee, and nationally via Houston’s selection as the “Spotlight City” for Demand Abolition’s CEASE conference. Another key partner, Houston Mayor’s Office, significantly increased its 2016 engagement, budget, and results through the strong leadership and efforts put forth by Special Advisor Minal Davis and Mayor Turner.

The combined efforts and strategy of nonprofit leaders also created increased coordination and collaboration for the field and submission of new, innovative proposals. In response, the DWG increased their grantmaking and attracted new members. As of October 2016, collectively, the DWG deployed $1,319,000 to combat human trafficking. By the end of 2016, the group will likely reach $2.5 million in total funding since its 2014 inception.

The group’s 2017 strategic plans focus on corporate engagement, mission-related investment strategies, and increased citizen action efforts. Contact Rebecca Hove at [email protected] or 713-333-2245 to get engaged, learn more, or hear about urgent funding needs.

The Strategic Education Fund (SEF) was launched in October 2011 to engage individual donors and foundations who are interested in improving public education. The first phase of the fund focused on a three-year implementation pilot of blended learning at KIPP Courage. The pilot is now complete and in the final stages of evaluation.

By the end of 2015 and as a result of the SEF’s initial investment, KIPP leveraged over $760,000 from the Bill & Melinda Gates Foundation, the Arthur Rock and Toni Rembe Elementary School Growth Fund, and the Morgridge Family Foundation. The leveraged funds enabled KIPP to serve over 4,300 students and fully implement blended learning in four new KIPP schools. After seeing the initial success of blended learning at KIPP Courage, the SEF donors decided to fund a blended learning model in a traditional school setting at Landrum Middle School in Spring Branch ISD for the 2015-2016 school year. The SEF also supported Families Empowered with a grant to design and implement a Universal School Application to streamline the process for low-income parents wanting to apply to multiple schools.

With phase one complete, Greater Houston Community Foundation donors and local foundations are forming an Education Donor Working Group that will focus on learning together and aligning funding to support various strategies that are based on best practices. If you want to learn more about the new Education Donor Working Group, please contact Stephanie Blair at [email protected] or 713-333-2233.

S T R AT E G I C I M PAC T &

C O M M U N I T Y L E A D E R S H I P

2 2 E X P A N D I N G P H I L A N T H R O P I C I M P A C T S T R A T E G I C I M P A C T & C O M M U N I T Y L E A D E R S H I P E X P A N D I N G P H I L A N T H R O P I C I M P A C T S T R A T E G I C I M P A C T & C O M M U N I T Y L E A D E R S H I P 2 3

Anti-Human Trafficking Donor Working Group

Strategic Education

E X P A N D I N G P H I L A N T H R O P I C I M P A C T S T R A T E G I C I M P A C T & C O M M U N I T Y L E A D E R S H I P 2 3

Page 14: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

The Youth Homelessness Fund (YHF), formerly known as the Greater Houston Fund to End Homelessness, was established in 2013. The purpose of the YHF is to build a local network of funders who are committed to reducing youth homelessness through leadership, education, advocacy, and collaborative grantmaking.

In 2014, the YHF made a $90,851 grant to administer YouthCount 2.0, a survey of homeless youth. YouthCount 2.0 provides the f irst-ever comprehensive look into youth homelessness in the greater Houston area.

To address the broad needs of homeless youth, the YHF donors felt it was important to leverage the work of multiple organizations, create system change for prevention and early intervention, and make progress toward a shared goal. To learn more about the gaps in service delivery and opportunities for organizations to collaborate, the YHF held a nonprofit listening session in February 2016. Ten nonprofit leaders attended to share their insights and recommendations. Based on this feedback and the YouthCount 2.0 data, the YHF donors decided to provide funding to make a long-term, positive impact on the complex challenges faced by Houston’s homeless youth.

A $30,000 grant was given to Covenant House, HAY Center, and Kinder Emergency Shelter for a Coordinated Case Management Team, and $35,000 was granted to the reVision Homeless Youth Collaborative (Houston: reVision, Coalition for the Homeless, HAY Center, Houston Housing Authority, and Salvation Army YARC).

To join the YHF donors or learn more, please contact LaTanya Flix at [email protected] or 713-333-2229.

The annual DonorHouston CoffeeTalks event was held on August 10, 2016 at The Council on Recovery. We broke our record with 114 participants representing 95 Houston-area nonprofits! The day began with the DonorHouston overview, breakfast, and networking. The nonprof it partners then moved into breakout groups to provide feedback on resource gaps that need to be addressed, the most pressing issues that are not currently being addressed through philanthropy, and how they see the local philanthropic landscape changing over the next several years. We received excellent feedback on the event, and an anonymous post-event survey provided additional thoughts:

“Focus group session was phenomenal – my group could have continued in conversation for another hour!”

“The overview session increased my perception of DonorHouston as a necessary ingredient for greater visibility to donors and potential partners.”

We appreciate all of the organizations for their participation and candid feedback.

Visit http://donorhouston.guidestar.org to view nonprofit profiles that contain program descriptions, leadership and governance information, community impact, financial stability, and more.

S T R AT E G I C I M PAC T &

C O M M U N I T Y L E A D E R S H I P

CoffeeTalks Youth Homelessness Fund

2 4 E X P A N D I N G P H I L A N T H R O P I C I M P A C T S T R A T E G I C I M P A C T & C O M M U N I T Y L E A D E R S H I P E X P A N D I N G P H I L A N T H R O P I C I M P A C T S T R A T E G I C I M P A C T & C O M M U N I T Y L E A D E R S H I P 2 5

Page 15: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

G H C F G O V E R N I N G B O A R D

C H A I R

Martha Z. Carnes Retired Partner, PricewaterhouseCoopers LLP

I M M E D I AT E PA S T C H A I R

Bruce R. Bilger Senior Advisor, Lazard Freres & Co. L.L.C.

William J. Bryan Orthopedic Surgeon, Houston Methodist Hospital

Ernie D. Cockrell II Managing Director, Pinto Realty Partners

Michael R. Dumas Vice President & Chief Financial Officer, Intermarine LLC

Lacey Fluor Goossen Director of Finance, Texas Crude Energy, LLC

Melanie Gray Partner, Winston & Strawn LLP

Paul C. Gregory CEO, Gregory & Cook, Inc.

Terri Lacy Partner, Andrews Kurth LLP

Leo Linbeck III President & CEO, Aquinas Companies, LLC

Barry H. Margolis Managing Partner – Houston, RSM

David Pruner Partner, Heidrick & Struggles

Caren Sweetland Attorney/Community Volunteer

Elizabeth A. Tilney Marketing Consultant

2 6 E X P A N D I N G P H I L A N T H R O P I C I M P A C T Y E A R - E N D G I V I N G D E A D L I N E S

Check or Stock CertificatePostmark on or before 12/31/16

Wire Transfer*Deadline: 12/23/16

Instruct your financial institution to wire funds with a copy to GHCF. Allow your financial institution 3-5 days for processing.

Securities*Deadline 12/23/16

Submit a completed letter of instruction to the firm holding your stock and send a copy to GHCF. Allow financial firm one week’s notice for processing.

Mutual Funds*Deadline: 12/9/16

Submit a completed letter of instruction to the firm holding the fund shares and send a copy to GHCF.

Special SecuritiesDeadline: 12/2/16

Call the Donor Services Department if you need assistance with the following items: Private Stock, Tendered Stock, or Restricted Stock.

Grant RecommendationsDeadline: 12/12/16

Due to high volume, grants requested after this date might not reach their destination by the close of the year.

Donor [email protected]

Philanthropic AdvisingRenee Wizig-Barrios, [email protected]

To Transfer Cash by WireWire to:

JP Morgan Chase, N.A., Houston, TX

ABA# 021000021

For credit to: Greater Houston Community Foundation

A/C# 849170287

*Cash or securities must be received into the GHCF account by 12 /31/16 to receive credit as a 2016 gift.

GRANT PROCESSING

The Foundation is always looking for ways to serve our donors and corporate clients as efficiently and responsively as possible. We are pleased to announce that our Donor Services Department recently implemented the processing of grants twice a week, except for holiday weeks. This is a change from processing grants once a week.

Our donors are helping to make our community and world a better place through their remarkable generosity, and we are pleased to be able to assist donors by processing grants more often. We also wish to assure you that we are not taking any shortcuts with grantee due diligence and fiscal stewardship by following this new timeline. Donors will receive the same excellent service that our Donor Services staff has always provided.

Y E A R - E N D G I V I N G D E A D L I N E S

E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F G O V E R N I N G B O A R D A N D S T A F F 2 7

Page 16: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

We are proud to announce our presence on social media!We are excited to engage with our donor community through this medium.

Like us on Facebook and follow us on Twitter to stay up-to-date on

philanthropy and the impact of our donors and community partners.

Are you looking to engage with the Foundation on a professional platform?

Connect with us on LinkedIn!

Our Services• Donor Advised Funds • Corporate Services

• Collaborative Giving • Scholarships

• Center for Family Philanthropy • Foundation Services

To learn more about the Foundation’s philanthropic services, please

contact Susan Zarich at [email protected] or 713-333-2203.

www.ghcf.org

www.linkedin.com/company/ Greater-Houston-Community-Foundation

@greaterhoucf @greaterhoucf

E X E C U T I V E S TA F F

A C C O U N T I N G S TA F F

G I F T P L A N N I N G S E R V I C E S & M A R K E T I N G / C O M M U N I C AT I O N S

O P E R AT I O N A L S E R V I C E S

P H I L A N T H R O P I C S E R V I C E S

Stephen D. Maislin President & Chief Executive Officer

Mike Pawson Chief Financial Officer

Allison Sullivan Administrative Assistant

Renée Wizig-Barrios Senior Vice President and Chief Philanthropy Officer

Ed Padar Controller

Linda Gardner Director of Operations

Susan Zarich Director of Advisor Relations

Rachel Young Marketing & Communications Associate

Nelson Hernandez Accounting Manager

Krystle Folse Donor Services

Manager

Hunter Edmondson Senior Accountant

Leah Wade Senior Donor Services

Associate

Andrea Ford Accountant

Crystal Fleming Donor Services

Associate

Chad Ladner Accountant

Yolanda Vargas Donor Services

Associate

Jenna Whyte Donor Services

Associate

Lydia Hickey Foundation Services

Manager

Diane Higginbotham

Scholarships Manager

Eileen Alexander DonorHouston & Nonprofit Liaison

Allison Hale Administrative

& Program Associate

Jordan Lauver Scholarships Associate

Natasha DeCell Executive Assistant

LaTanya Flix Donor Engagement

Director

Rebecca Hove Director of Strategic

Philanthropy

Jennifer Touchet Director of Family

Philanthropy

Stephanie Blair Philanthropic Services

Manager

2 8 E X P A N D I N G P H I L A N T H R O P I C I M P A C T G H C F G O V E R N I N G B O A R D A N D S T A F F

Page 17: EXPANDING PHILANTHROPIC IMPACT - GHCF€¦ · of giving as part of their estate plan. Build further interest in family philanthropy services. Launched Center for Family Philanthropy

5120 Woodway Drive, Suite 6000

Houston, TX 77056

713-333-2200

www.ghcf.org