Together, Strengthening the Greater Green Bay Community 2013-2014 Philanthropists’ Almanac Greater Green Bay Community Foundation Letter from the President & CEO Welcome to the Greater Green Bay Community Foundation’s Brown County the best it can be. You will find information about our community 2013-2014 edition of the Philanthropists’ Almanac. starting on page 4 and you can read the entire 2011 Brown County LIFE Study, as well as a Regional LIFE Study, online at www.lifestudy.info. About this Almanac The information in this almanac has been compiled to help Non-Profit & The Economy Survey you identify the many opportunities available for you to The Community Foundation conducts a periodic survey of northeastern become a philanthropist here in northeastern Wisconsin. All Wisconsin non-profits to find out how our non-profit sector is impacted by the of us have the potential to impact our community through ever changing economy, how well they are prepared for the future, and what volunteering our time, giving our resources, or exercising our the greater Green Bay community can do to help them be successful. We hope “spirit of goodwill” toward all people in ways we choose. the survey spurs a healthy discussion and exchange of ideas, as well as raising awareness of the important role of non-profits in our community. The The organizations in the almanac asked to participate in this publication and 2013 Non-Profit & The Economy Survey results will be available online at paid a small fee to have an entry published. When making a donation to a non- www.ggbcf.org starting in April 2013. Past annual reports are also available profit, it is important to ensure that the organization has a valid charitable online. status; you can contact the Community Foundation for assistance or for more information on obtaining any organization’s status. Website A section of the Greater Green Bay Community Foundation website – called In the agency’s descriptions in this almanac, many of the non-profits share Community Snapshots: Profiles of Causes that Matter – is dedicated to giving information about their current activities, operating budgets, current donors more information about local non-profits. This area of our website endowments and optimal endowments.* allows the general public to search for and donate directly to funds supporting non-profits in the greater Green Bay area. Make a donation online today. Visit A healthy endowment for an organization will often provide 30% to 50% of its our website at www.ggbcf.org and click the Giving Opportunities link to access operating budget, but this optimal percentage may be higher or lower based Community Snapshots: Profiles of Causes that Matter. on the type of organization and sources of revenue it has at its disposal. Please consider making a contribution to the endowment fund of your Here at the Greater Green Bay Community Foundation, our mission is to preferred local non-profit to stabilize its revenue sources (and thus the inspire and encourage philanthropy by connecting caring people like you in our accomplishment of its mission) for the long term. community with causes you care about. We look forward to helping you meet your philanthropic goals. Resources for You as a Donor The Community Foundation is a wealth of knowledge for you as a donor. Besides publishing this almanac every other year, we have many more resources to assist you. David L. Pamperin, President & CEO 2011 Brown County LIFE Study Greater Green Bay Community Foundation The 2011 Brown County LIFE (Leading Indicators for Excellence) Study was 310 W. Walnut Street, Suite 350 published in October 2011 and is a community assessment of all sectors Green Bay, WI 54303 affecting Brown County’s quality of life. The Community Foundation helped P: 920.432.0800 lead and sponsor the study along with the Brown County United Way and the F: 920.432.5577 Green Bay Area Chamber of Commerce. Many donors are more and more Web: www.ggbcf.org focused on understanding the impact of their gift, and non-profits are focused on maintaining their relevancy with the clients or members they serve. Both *Non-Profits provided their optimal endowment size. donors and non-profits want to work together to improve our area’s quality of life. This study shows areas of concern and areas of promise that can make 1 Greater Green Bay Community Foundation and The Importance of Endowments Community foundations are the fastest growing segment of philanthropy in the • Designated Funds let you support specific organizations of your choice United States. The first community foundation was founded in 1914 in over the long term. The designated recipients receive distributions from the Cleveland, OH. Today, more than 700 community foundations across the fund on a regular basis forever. United States have over $15.0 billion in combined assets, and contribute more • Field of Interest Funds provide grants that meet needs in a particular field than $1.0 billion to non-profit organizations every year. or geographic area that is of interest to you. Field of Interest Funds are funded by donors who wish to invest in programs addressing the changing The Greater Green Bay Community Foundation was established in 1991 and community needs in a particular area of concern. Donors choose the area our service area is the greater Green Bay area, including Brown, Kewaunee, of concern that they wish their funds to support forever (such as arts and and Oconto counties. We also work with other foundations to service culture, elderly, human services, youth, etc.) and the Community philanthropy in northeastern Wisconsin. Foundation uses guidelines established by the donor, in conjunction with the Community Foundation’s extensive knowledge of the community, to The Community Foundation is a non-profit corporation holding a collection of select grant recipients through an application process. more than 500 charitable funds established by individuals, families, community • Unrestricted Funds offer the broadest giving option, allowing grants to be members, non-profit organizations, and corporations for the long-term support made to support our community’s greatest needs at the time of the grant and investment in community causes. Donors can support these causes by utilizing the Community Foundation’s extensive knowledge of through the Community Foundation without establishing their own fund. Today, community issues and needs, a community volunteer grants team, and an these funds collectively have assets worth more than $70.0 million for granting application process. to support long-term quality of life investments for all sectors of our community. In recent years, our annual grantmaking averages $5.0 - $6.0 million per year. Importance of Endowments for the Future of our Non-Profits Building an endowment fund is an important part of ensuring a non-profit’s We serve and facilitate a community of caring donors – people who care about future financial stability and ability to achieve its purpose. Using an endowment the needs of the community and take action to meet these needs while investment model, the endowment will be able to provide the organization improving the area’s quality of life. annual support and maintain the purchasing power long term so that there is greater financial stability to meet the purpose. Individuals, families, and organizations can create permanent charitable funds to help our region meet the challenges of changing times and they can The Greater Green Bay Community Foundation is a permanent and flexible contribute to existing funds. We invest and administer these funds and use the tool, and was established to focus on our service area of Brown, Kewaunee, distributions to award grants. GGBCF is the largest grantmaker in our service and Oconto counties. As the community changes, we respond to the changes area, granting out more than $71.0 million since the Community Foundation’s and will always be here to support the community. Through visionary, diverse, inception in 1991. and inclusive philanthropy, community foundations have become catalysts for significant and positive community change. Establishing a fund is simple and quick. You can use almost any kind of asset to begin, including cash, stock, estates, bequests, or other special gift Endowment funds are a collection of long-term, permanent funds that are arrangements. We offer a variety of funds: important for community philanthropy and for the future of our community. Donors who care about the sustainability of an organization will often • Donor Advised Funds enable you or your designated representative to contribute to a non-profit’s endowment fund, an Agency Fund, to ensure that recommend grants to specific organizations of your choosing, either locally a non-profit and its programs will work indefinitely. Some donors also find or across the country, that have an approved IRS charitable status. The importance in knowing that a cause they care about will be able to benefit long Community Foundation monitors and invests the fund balance to make term from resources delivered through grantmaking. sure that the charitable giving dollars will provide long-term impact. No annual disbursement rate is required, and funds can accumulate over time Field of Interest Endowment Funds support causes, by providing grants to to provide larger grants. We also offer a Non-Endowed Spend Down Fund, non-profit organizations. which is a great introduction to the Community Foundation without a long-term commitment. The gift to endowments can include cash, securities, real estate, wills, bequests, life insurance, or other gifts under certain circumstances. 2 Ways to Give to Charities Leave a Legacy Today Cash Legacy and Planned Giving is a type of charitable giving that allows you to A cash gift is the most convenient and simplest form of giving. For tax express your personal values by integrating your charitable, family and purposes, cash contributions are deductible up to 50% of your adjusted financial goals. Planned Giving offers a way for donors to leave money or income in the year you make a gift, and amounts exceeding this limit may be assets to a non-profit at his or her death; or a way to invest money so that the carried forward for five years. donor receives benefits during his or her life and then bequeaths the remaining funds to the non-profit. Planned giving can be adapted for each donor’s needs. Securities Stocks and securities may be donated to a charity, allowing the donor to Planned gifts are referred to as such because they require more planning, completely avoid capital gains tax, while securing an income tax deduction for negotiation and counsel than many other gifts. Planned gifts can result in the full current fair market value of the gift – equaling up to 30% of your immediate income, income to charity over time or serve to delay a gift for adjusted gross income in the year of the gift. The charity will later sell the another period of time while the donor or others retain income and/or access security at market value. to the assets used to fund the gift. Real Estate Planned gifts can be made with cash, stocks, real estate, or business interests, A gift of real estate yields a deduction for the full fair market value of the etc. Planned gifts are frequently made as bequests to charities through your property and avoidance of capital gains as is a gift of securities. An additional will. Other popular planned gifts include charitable trusts and charitable gift benefit is the option to retain the right to live in a residence or farm that you annuities. contribute. Donors should seek charitable gift planning advice from financial and legal Wills & Bequests professional advisors who specialize in estate planning with experience in law, In your will or estate plan, you can include gifts to your favorite charity through investments, property, tax, and charitable transfers in order to assure both the the Greater Green Bay Community Foundation in the following forms: cash, technical merits of the transfer and the philanthropic quality of the gift. stock, or property; real estate; a gift in trust to benefit family members during their lives with the principal conveyed to the recipients at their passing; or a gift of the remainder of your estate when other specific bequests have been fulfilled. Depending on the charity, you may also be able to make some or all of these types of gifts directly to the charity. Life Insurance Individuals can donate an insurance policy, assign the dividends as a gift, or name a favorite charity as a beneficiary. In addition to estate tax benefits, the gift is tax deductible and insurance premiums paid thereafter by you are deductible as charitable gifts. Other special gifts The Greater Green Bay Community Foundation can accept other items under certain circumstances, such as tangible personal property. We encourage donors to seek independent professional counsel to ensure a complete understanding of a charitable gift. 3 Tools to Support Giving: Brown County LIFE Study The 2011 Brown County LIFE (Leading Indicators for Excellence) Study was published in October 2011 and is a community assessment of all sectors affecting our county’s quality of life. The Community Foundation helped lead and sponsor the study along with the Brown County United Way and the Green Bay Area Chamber of Commerce. The St. Norbert College Survey Center and University of Wisconsin-Green Bay Center for Public Affairs served as the research team for the study. The LIFE Study provides information, but not solutions. It is up to the people who live in the area to use this information to impact the quality of life for all who live, work, and play here. This information is being provided to you as a donor to understand some of the key issues and concerns that data and community leaders and members identified in Brown County. The LIFE Study surveyed community leaders and community members of Overall Ratings of Ten Sectors Brown County. The survey was mailed and offered online. In addition, focus “In terms of the following aspects of life in Brown County, how would you rate groups, expert panels, and published data from reliable resources such as the the Brown County area?” U.S. Census, Centers for Disease Control, and county information also helped to compile the final Study. Simultaneous LIFE Studies were also completed in Winnebago County and Building a strong economy 2.8 2.7 the Fox Cities to offer a quality of life assessment regionally. Read the entire 2011 Brown County LIFE Study, as well as a Regional LIFE Study, online at Providing arts & culture 2.9 www.lifestudy.info. opportunities 2.7 Overall Satisfaction with Quality of Life Meeting the overall needs of 3 the poor 2.8 “Thinking about Brown County overall, how would you rate Brown County as a place for...” Caring for vulnerable persons 3.1 2.9 Persons with minority 2.9 Living together as neighbors 33..11 backgrounds 2.3 Single adults 2.5 3.1 Protecting natural environment 33.1 Community Leaders Young professionals 3 Providing rec & leisure 3.1 2.7 opportunities 3.3 Persons with disabilities 3.2 2.8 Providing for public safety 3.2 Community 3.3 Retirees 2.9 2.9 Leaders Meeting health needs of 3.2 residents 3.3 Children & Youth 3.2 3.4 Providing effective education 3.3 Families 3.4 3.3 3.7 0 1 2 3 4 1 2 3 4 Mean Scores (1=Poor, 4=Excellent) Mean Scores (0=Poor, 4=Excellent) Source: 2010 Brown County Leader & Community Survey Source: 2010 Brown County Leader & Community Survey 4 Tools to Support Giving: Brown County LIFE Study (con’t) A Snapshot of Key Findings by Category from the Brown County LIFE Study Areas of Progress Areas of Concern · Many appealing non-profit venues · Affordability/interest for all residents LIFE of Arts & Culture · Outdoor music events · Maintain participation by all youth · Participation by high school girls · Community-wide events · Ensuring positive impact of diversity · Highly rated quality of life LIFE in Our Community · Engaging new leaders · Good place to raise a family · Civic involvement · Downtown neighborhood groups · Obesity and lifestyle habits · Access to care (all types) · Efforts to promote healthy lifestyle among children/youth A Healthy LIFE · Need for healthy start for newborns · Binge drinking has declined · Environmental health · Alcohol, drug and tobacco abuse · Growing needs of older and disabled adults · More getting prenatal care · Status and support of youth LIFE at Home · Community Partnership for Children · High cost of childcare · Community collaborations · Increasing births that are at-risk · Attendance by fifth graders · Achievement in math/science · Concerns about investing in future education LIFE of Learning · Perceived quality of education · Performance of economically disadvantaged students · Library system valued · Air and water quality trends · Water assets well recognized · Environmental health determinants LIFE in our Natural Environment · Drinking water quality · Challenge of planning with frequent policy changes · Planning for outdoor recreation by municipalities · Continued clean up of Fox River · Outdoor recreation opportunities · Continued downtown development desired LIFE of Recreation & Leisure · Tourism, events · Upkeep and continuing investment in community · Sports opportunities (for spectators and participants) infrastructure · Decline in juvenile arrest rate · High rate of child abuse/neglect and sexual assault A Safe LIFE · Quality of safety services/systems · Drug possession arrests increasing · Crime rates declining · Strong service organizations · More people burdened with housing costs · Improving access to fresh food downtown LIFE of Self-Sufficiency · Homelessness increasing · Collaboration around children in some area school · More people struggling financially districts · Need for jobs with higher wages · Lower cost of living than in U.S. · Growing income gap · Tourism sector growing LIFE at Work · Retaining young professionals · Diversified economy · Mismatch job and workforce skills · Economic development initiatives · Public transportation funding at risk 5 Tools to Support Giving: Brown County LIFE Study (con’t) Brown County Cross Cutting Indicators Current Trend The 2011 Brown County LIFE Study identified five areas as cross cutting Higher Educational Attainment of Adult indictors. They are referred to as ‘cross cutting’ because they relate to Population, 2007-09 numerous quality-of-life aspects of the community. The LIFE Study consultants Source: U.S. Census, ACS and expert sector panels identified these items as key data that, if the community could “bend the curve” on these items, multiple sectors would see improvements, suggesting broader quality-of-life benefits for our community. s 35% We have assessed each indicator to determine how well we are doing as a Adult 30% Associate's community relative to that data. of 25% Current Status: How well is the community doing on this indicator e 20% g compared to average rates or other locations? The striped box is Fair, nta 15% Bachelor's and the black box is Poor. There are no Good or Not Rated indicators. e 10% c Trend: What is the trend showing? In which direction is the community er 5% P heading in recent years? The striped box is Fair, and the black box is 0% Poor. There are no Good or Not Rated indicators. Brown WI U.S. Current Trend Current Trend Drug & Alcohol Hospitalization Rate, Unemployment Rate Combined Source: Wisconsin Worknet 0 0 Source: WI Department of Health Services 0 12% 1, r 4 e e 10% s p 3.5 Rat zation 2.53 2005 ment 68%% 22000078 ospitali 1.512 22000079 employ 4% 22000190 H n U 2% 0.5 0 0% Brown WI Brown WI U.S. 6 Tools to Support Giving: Brown County LIFE Tools to Support Giving: Brown County 20/20: Study (con’t) Envisioning the Future Following the release of the 2011 Brown County LIFE Study, the Bay Area Community Council (BACC) in conjunction with Current Trend the Community Foundation, Brown County United Way and Poverty Rate the Green Bay Area Chamber of Commerce held a two-day Source: U.S. Census, ACS conference called Brown County 20/20: Envisioning the 16% Future. The conference brought together community leaders als 14% to delve further into five areas that show concern in the u 12% Study. Five visions were released in a final report by the id 10% BACC following the conference that offered impacts that v di 8% could - and should - be made in the community by 2020. n 6% I f 4% o Education: By the year 2020, the vision is that education represents a cradle % 2% to career approach that utilizes school, community, business, and parent 0% Brown WI U.S. engagement to achieve graduation rates that exceed the mid-point of the state 2005-07 10.40% 10.80% 13.30% average. This approach is designed to support a successful transition from the status of student to a contributing member of society. It is crafted to help 2007-09 10% 11.40% 13.60% children, youth, young adults and families to be healthy, ready to succeed in school and achieve financial self-sufficiency. Overcoming Divisions: By the year 2020, the vision is that we are working Current Trend together to build our community by overcoming political, cultural, social and Teen Birth Rate economic divisions. Source: WI Department of Health Services Economic Development: By the year 2020, the vision is that we consistently 40 seek, promote and create a sustainable economy and livable community - 0 35 financially, physically, socially and environmentally. 0 1,0 30 r 25 Personal & Community Health: By the year 2020, the vision is that we have e s p 20 a culture of health and wellness – in mind, body and spirit – that has minimized h reliance on the medical system and exceeds the experience of any other rt 15 Bi comparable city in the Great Lakes region. 10 5 Self-Sufficiency: By the year 2020, the vision is that, local families are 0 economically self-sufficient and prepared to meet the needs of older and 2005 2007 2009 disabled residents. Brown 32.7 35.9 32.2 Wisconsin 35.8 32.4 29.6 Lend Your Expertise Today Currently, there are several teams of organizations, business, and people coming together to help make change and impact in these areas. If you’re interested in serving on a team to assist in one o f the areas, visit the BACC website at www.bayareacommunitycouncil.org. 7 GGBCF Field of Interest Funds • Help uninsured and underinsured residents sustain a higher quality of life by preventing and reducing acute and long-term care crises through innovative and culturally appropriate models promoting the control and Field of Interest funds are established by a donor, family or group of unrelated prevention of disease and chronic illness, such as diabetes and mental donors who wish to contribute to a cause or an area of concern, but do not health. want to designate a particular organization. The Community Foundation uses the guidelines established by the donor, as well as the Community Bridging Communities Fund focuses on increasing the quality of life of the Foundation’s extensive knowledge of the community to select grant recipients elderly in northeast Wisconsin. As more and more baby boomers near the age using a competitive application process for each of the funds below. For of 65, the Bridging Communities Fund will help ensure that boomers have further information about these funds or to make a contribution to any of the opportunities to live life to the fullest by providing grants to non-profits offering funds, please visit our website at www.ggbcf.org and click Giving Opportunities programs and services for the elderly. or contact GGBCF by phone at 920.432.0800 or by email at [email protected]. Crime Prevention Foundation Fund supports programs which successfully The Arts & Culture Fund of Greater Green Bay will bring visibility to the arts target a variety of at-risk populations such as children and teens. In Brown and cultures in our community allowing for expressions of creativity and a County alone, more than $50.0 million additional have been spent over the clearer sense of place. This includes, but is not limited to, visual and past decade to increase law enforcement. Although this does place more performing arts, participatory performing arts, literary creative expression and criminals behind bars, it has been proven that crime prevention measures can cultural diversity, and the preservation and celebration of material culture. significantly reduce crime and be up to 10 times more cost-effective than Targeted funding will help us build a richer and more diverse greater Green traditional control measures. Grants are provided to organizations trying to Bay. Arts and culture bring joy, new perspectives, richness, and innovative reduce one of the following: desire to commit the crime, ability to commit the ideas to all aspects of community life, from business and community crime, or opportunity to commit the crime. development to leisure and extra-curricular pursuits. School Spirit Educational Endowment Fund of the Green Bay Area Public Ashwaubenon Education Foundation (AEF) Fund supports the School District supports excellence in the teaching and learning process. The development and continuation of innovative opportunities to enhance endowment fund is a catalyst for the implementation of innovative and/or Ashwaubenon Public School student experiences in order to develop them as enhanced learning activities. Today’s innovation can lead to tomorrow’s model community and world citizens. AEF does this by advocating for student common practices. That’s why our society puts a premium on creativity and learning needs, securing funding from community sources, and offering new ideas. Most of the efficient processes and techniques we use today began financial support for innovative programs beyond the publicly funded budgets. as someone’s, “Hey, I have a great idea!” The School Spirit Educational Grants from AEF provide support in the areas of classroom, afterschool, and Endowment has been created for Green Bay Area Public School teachers, co-curricular programs, technology, teacher training and student enrichment staff, students, and parents. Grants provide opportunities to explore creative opportunities. ways of delivering educational experiences. Basic Needs Giving Partnership is a joint effort of the U.S. Venture Fund for Women’s Fund of Greater Green Bay is a partnership of donors and Basic Needs, the J.J. Keller Foundation, and Community Foundation donors. volunteers working to support programs for women and girls. Its mission is to This Basic Needs Giving Partnership offers funding for planning grants and encourage philanthropy among women of all ages and backgrounds and to multi-year grants to groups of organizations that collaborate on delivering support and expand opportunities for all women and girls. The Women’s Fund programs and services addressing the issue of poverty in the greater Green of Greater Green Bay pools dollars for issue areas where women and girls Bay community that: need the most help. Women are more likely than men to be homeless, to live • Help children, youth and young adults become healthy and ready to in poverty, to be unemployed or have low incomes, to face violence, and to succeed in school and become self-sufficient. have inadequate housing and access to health care. Women • Strengthen individuals and families to help them learn to meet basic needs disproportionately bear the burdens of working and caring for children, and build financial self-sufficiency. husbands, and aging parents. Programs are supported through a grant • Empower and support individuals affected by aging and dementia with low application process. Currently the Women’s Fund focuses its grants on local or fixed incomes through services that meet their basic needs and allow programs providing leadership and self-esteem development for women and them to age with dignity. girls. 8 2013-2014 Calendar of Events 2013 Organization Event Location Clean Water Action Council of April 6 Annual Dinner Banquet Riverside Ballroom Northeast Wisconsin April 6 Encompass The Big Event for Little Kids Shopko Hall April 7-13 Boys & Girls Club of Green Bay Club Week At the Clubs April 16 The Volunteer Center of Brown County WPS Volunteer Awards KI Convention Center April 17 Green Bay Area Chamber of Commerce Golden Apple Awards Radisson Hotel Conference Center April 19 CASA Breakfast at Tiffany’s Jet Air Hangar Brown County Community Coordinated April 20 Walk a Mile in Her Shoes City Deck Response Team April 20 Wellspring Living on Purpose April 22 N.E.W. Curative Rehabilitation, Inc. Annual Recognition Banquet Stadium View April 23 Phoenix Fund Phoenix — Packers Steak Fry Lambeau Field April 24 Northeast Wisconsin Technical College A Day for NWTC NWTC April 24 Women’s Fund of Greater Green Bay Girlfriends Event Meyer Theatre Michels Commons Ballroom April 26 Exceptional Equestrians Casino Royale Night St. Norbert College April 26 Hand-N-Hand Silent Night Fundraising Event Tundra Lodge April 26 - 27 Green Bay Botanical Garden Cocoa Bean Mulch & Potting Soil Sale Green Bay Botanical Garden May 3 N.E.W. Curative Rehabilitation, Inc. Curative Music Festival & Auction May 4 UW-Green Bay Alumni Association Distinguished Alumni Awards Weidner Center for Performing Arts May 7 YWCA Green Bay-DePere YWCA Women of Vision Benefit Luncheon Oneida Country Cub May 10, 11, 12, 17, 18 House of Hope Designers for Hope May 12 Green Bay Botanical Garden Mother’s Day Brunch at the Garden Green Bay Botanical Garden May 16 Green Bay Botanical Garden TasteBud Green Bay Botanical Garden 9