SHELBY COUNTY COMMUNITY FOUNDATION SHELBY COUNTY COMMUNITY FOUNDATION

SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION


Community Community Foundations are Foundations are the fastest the fastest growing form of growing form of philanthropyphilanthropy

Much different Much different from a private from a private foundationfoundation

SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION

SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION

Long-term Long-term view toward view toward investing in a investing in a communitycommunity

Gifts will Gifts will always be always be used for your used for your intended intended purposepurpose

What it is…

Tax-exempt public charityOrganized in 1995Collection of many charitable

fundsFunds range from a few thousand dollars to over

$1 millionGoverned by a volunteer local

boardAffiliate of The Community

Foundation of Louisville



A PHILANTHROPIC A PHILANTHROPIC PARTNERSHIP PARTNERSHIP

SHELBY SHELBY

COUNTY COUNTY COMMUNITY COMMUNITY

FOUNDATIONFOUNDATION

Local leadership Local leadership and oversightand oversight

Representation on Representation on selection committeeselection committee

Direct relationship Direct relationship with donorwith donor

““Back office” Back office” supportsupport

Investment Investment managementmanagement

Receive new Receive new giftsgifts

Distribute Distribute grant requestsgrant requests

BOARD MEMBERS OF BOARD MEMBERS OF SHELBY COUNTY SHELBY COUNTY

COMMUNITY FOUNDATIONCOMMUNITY FOUNDATION Dr. J. Howard Griffith, Dr. J. Howard Griffith,

ChairChair Ted Igleheart, Ted Igleheart,

Vice ChairVice Chair Kate Hinkle, Kate Hinkle,

SecretarySecretary George Borders, George Borders,

TreasurerTreasurer Leonard Ballard, CPALeonard Ballard, CPA Jim Bradshaw Jim Bradshaw

Mark Burks Mark Burks Pat BurnettPat Burnett Dr. Jack Easley Dr. Jack Easley Jim Edelen Jim Edelen Willie FlemingWillie Fleming Lucy LongLucy Long Jene HeddenJene Hedden Hubert PollettHubert Pollett

Receive giftsReceive gifts Professionally manage Professionally manage

assetsassets Distribute grants from Distribute grants from

individual fundsindividual funds Provide for the benefit Provide for the benefit

and improvement of the and improvement of the Shelby County Shelby County communitycommunity

PurposePurpose



Why It’s Important to Why It’s Important to Remember Shelby County Remember Shelby County

NonProfitsNonProfits 95% give to 95% give to

charity in lifecharity in life 50% have 50% have

WillsWills 8% remember 8% remember

charity in charity in WillsWills

Over 90% die Over 90% die without without leaving a gift leaving a gift to charity in to charity in their Willtheir Will

Moses Ruben Moses Ruben ((1885-1962)1885-1962)

Local merchantLocal merchant Since 1990 the Since 1990 the

Moses Ruben Moses Ruben Fund has Fund has awarded over awarded over $836,500 to $836,500 to Shelby County Shelby County nonprofitsnonprofits





Brig. Gen. Ronald R. Brig. Gen. Ronald R. Van Stockum (Ret.)Van Stockum (Ret.)

30-year career 30-year career officer in Marine officer in Marine CorpsCorps

Retired to farm in Retired to farm in Shelby CountyShelby County

Past President of Past President of SCCFSCCF

Deeded out–of-state Deeded out–of-state land to Community land to Community Foundation for Foundation for Donor Advised FundDonor Advised Fund

Later, established 2 Later, established 2 scholarship fundsscholarship funds



H. Augustus H. Augustus and Austine and Austine BarnettBarnett

Pooled Income Pooled Income Fund provided Fund provided payments for payments for lifelife

Remainder to Remainder to SCCF as field SCCF as field of interest of interest fund for fund for Shelby CountyShelby County

SHELBY COUNTY SHELBY COUNTY COMMUNITY FOUNDATIONCOMMUNITY FOUNDATION

Former Lt. Gov. Former Lt. Gov. Wilson WyattWilson Wyatt

Gifted Shelby Gifted Shelby Co. FarmCo. Farm

Income for life Income for life to children, to children, remainder to 4 remainder to 4 designated designated endowment endowment fundsfunds


Judge Harold Judge Harold and Susie and Susie Saunders Saunders FundFund

Designated Designated for 2 Shelby for 2 Shelby County County churches and churches and the Shelby the Shelby County County LibraryLibrary


ENDOWMENTSENDOWMENTSDesignatedDesignatedField of InterestField of InterestDonor Advised Donor Advised ScholarshipScholarshipUnrestrictedUnrestricted


DEPOSITORY FUNDSDEPOSITORY FUNDS Short term, pass throughShort term, pass through Use for current givingUse for current giving No fee, no minimumNo fee, no minimum Great for using appreciated stockGreat for using appreciated stock Can be used to establish Can be used to establish

endowment fund in life or at endowment fund in life or at deathdeath

Henning and Mary Hilliard used Henning and Mary Hilliard used remainder of Depository Fund to remainder of Depository Fund to establish Unrestricted establish Unrestricted Endowment Fund at end of their Endowment Fund at end of their lifetimeslifetimes

Every fund has its own identity, Every fund has its own identity, donor(s) and philanthropic purpose(s). donor(s) and philanthropic purpose(s).

You can tailor a fund to meet your You can tailor a fund to meet your needs.needs.

Create a fund by gifts of: cash, real Create a fund by gifts of: cash, real estate, appreciated securities, FLP estate, appreciated securities, FLP shares; arranging for life income; or shares; arranging for life income; or through your Will.through your Will.



Funds have supported:Funds have supported: American Red CrossAmerican Red Cross Big Brothers and Big Big Brothers and Big

SistersSisters Habitat for HumanityHabitat for Humanity Seven Counties Seven Counties Historical SocietyHistorical Society

Parks and Parks and RecreationRecreation

Dorman CenterDorman Center Shelby County Shelby County

School SystemSchool System and the list and the list

goes on...goes on...

How does the How does the SCCF benefit the SCCF benefit the

community?community?



Helps You:Helps You: Accomplish your charitable Accomplish your charitable

givinggiving BBuild community wealth for a uild community wealth for a

common goodcommon good Give to future generationsGive to future generations Obtain maximum tax benefitsObtain maximum tax benefits



How can I get involved?How can I get involved? Talk with your family and friendsTalk with your family and friends Any individual, business or organization Any individual, business or organization

may create a grant-making fund with a may create a grant-making fund with a minimum of $10,000 for most endowmentsminimum of $10,000 for most endowments

Contribute any amount of cash, securities Contribute any amount of cash, securities or real estate and add to it over the yearsor real estate and add to it over the years

It is as easy as making a phone callIt is as easy as making a phone call



SHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATION

Rev. J. Howard Griffith, ChairRev. J. Howard Griffith, Chair1000 Eminence Pike1000 Eminence Pike

Shelbyville, Kentucky 40065Shelbyville, Kentucky 40065(502) 633-3345(502) 633-3345

Documents

SHELBY COUNTY COMMUNITY FOUNDATION SHELBY COUNTY COMMUNITY FOUNDATION