East Central Illinois Community Development Symposium

April 4, 2011

First Community Foundation est. 100 years ago in Cleveland, OH

4.6 billion dollars put to work each year serving donors and strengthening communities

717 Community Foundations with knowledge of local issues and resources

We are working in a Vibrant – Collaborative Field

Tax-exempt public charities improving the quality of life in their area.

Enables people with philanthropic interests to easily and effectively support the issues they care about – immediately, or through their will.

Individuals, families, businesses, and organizations create permanent charitable funds by contributing a variety of assets and may also recommend grants to nonprofit groups and charitable projects they wish to support.

All community foundations are overseen by a volunteer board of leading citizens and run by professionals with expertise in identifying their communities’ needs.

Midwest

Number of Counties in the State

102

Number of Community Foundations

40

COF Members 27

Certified in National Standards 20

Southeastern Illinois Community Foundations (SICF) Service Areas

Clark, Clay, Coles, Crawford,

Cumberland, Effingham, Fayette, Jasper, Lawrence, Richland, Shelby

Service to Donors – There will always be individuals who need us.

Community need vs. available funding.

Transfer of Wealth – Between $6T - $24T is projected to go to charity by the year 2052.

Is there a community foundation Is there a community foundation in your hometown?in your hometown?

Start-up/ Ongoing Costs

Independent CF SICF Member

501 © 3 application $3,000 plus staff time No separate legal entity required

Annual accounting and tax filings

$3,000 - $5,000 plus staff time

Included

D&O, Liability, worker comp

$4,00 and up Included

Annual Audit $4,000 - $12,000 Included

Professional Membership

Organizations

Annual memberships Included

Investment Management

Board expertise for investment decisions

Included

Governance By-laws, officers and trustees

Local board – seats on corporate board

Our mission is to bring the full capabilities of a community foundation to smaller communities in our region by working with local volunteer boards

serving their hometown.

Southeastern Illinois Community Foundation charges fees to the funds under its administration to help defray the personnel, administration and other operational costs.

Services communities receive for the administrative fee include: Integrated fund accounting and reporting services; Shared website; Stronger identity through market branding and shared publications; Professional investment management; Independent annual audit and tax reporting; Compliance with national and state ethical and operational

standards. Asset development and grant making conducted locally.

Get Grow Give

Local Donor Development

Local Marketing

Investment Management

Cultivating Regional Partnerships/Donors Regional Marketing

Policy Making Legal Compliance

Local Grant Programs

Local Marketing

County Leadership

BoardsSICF

County Leadership

Boards

SICF Staff and Board of SICF Staff and Board of DirectorsDirectors

Jim Schultz, Chair Open Prairie Ventures

Scott Lensink, Vice ChairLake Land College

Rick Siemer, SecretarySiemer Milling Company

Brian Titus, TreasurerLorenz Supply Company

Joedy HightowerPresident/CEO

Jon FultonExecutive Director -

Mattoon

Valerie BeluskoAdministrative Assistant

Brian Titus (Lorenz Supply Company) Blake Linders (Linders LTD/McDonalds) Jeff Richards (SunGuard) Carol Rohr (Fifth Third Bank) Karen Erskine (Raymond James Financial Services) Diana Smith (West & Company) Steve Wente (Doehring & Winders) Doug Zuhone (Eastern Illinois University) David Cox (Lake Land College Foundation)

First Mid-Illinois Bank - MattoonWealth Management Custodian

Established in 1999 55 Component Funds 13 member leadership board $5.1 million TNA 12/31/2010 Total Grants - $721,967

Established in 1980 20 Component Funds 13 member leadership board $1.1 million TNA 12/31/2010 Total Grants - $335,000

$1 Million in grants and growing!!

We work through community leaders.You stay in control of your local relationships; we’re here to provide administrative and marketing resources.

We partner with you.We provide information and expertise on charitable giving to donors interested in supporting local causes.

We help you build stronger relationships.Your community benefits from the charitable impact and local donors receive the tax advantages of their charitable gifts

We help you connect across generations.Local individuals, families and corporate donors establish funds now for the benefit of future generations

togetherworkingWorking Together –Working Together –A Trusted Resource for Rural PhilanthropyA Trusted Resource for Rural Philanthropy

Collaboration – We bring together people, processes and funds to focus on the common goal of community strength and sustainability. Together we can accomplish more than we can separately.

Best Practices – We utilize efficient, effective strategies and methods to enhance SICF staff and volunteer talents and resources for the benefit of our member foundations.

Growth and Development – We work to support communities, member foundations and SICF goals for growth and positive evolution into the future.

Power of Community – We believe in and support the power of our communities to develop their potential by applying their passions and their resources.

Serving the philanthropic needs of Southeastern Illinois