2 0 1 1 A n n u a l R e p o r t The Open Space Institute protects scenic, natural and historic landscapes to ensure public enjoyment, conserve habitats and sustain community character. OSI achieves its goals through land acquisition, conservation easements, regional loan programs, fiscal sponsorship, creative partnerships and analytical research. OSI Is a Conservation Leader OSI is at the forefront of the conservation field, developing effective strategies that influence local, regional and national initiatives. Our results are not just acres protected, but clean air and water, diverse wildlife habitat, and farms and forests for vital economies.

OSI Protects the Best Lands OSI saves the land we love and the land we need–both for the present generation and the future, across geographies stretching from Canada to Georgia.

OSI Is Strategic Dedicated to our roots in direct acquisition while growing with a world that is always changing, OSI expands its programs to meet new challenges and opportunities.

OSI Is Innovative OSI applies the most current science as we seek competent, creative solutions to the pressing issues of the day.

OSI Is Your Partner In today’s world of land conservation, no one can do it alone. OSI’s strength lies in collaboration and partnership with conservation colleagues ranging from local groups to national organizations. Contents

3 Letter from OSI’s Leadership 12 Bringing the Big View to the 21 OSI Awards 4 Creating a Template for 21st- Mid-Atlantic 22 2011 Financial Report Century Farms 16 Conservation Finance Program 24 Supporters 2011 Accomplishments & Map 8 Land Program 28 OSI Board and Staff 2011 Accomplishments & Map 18 A Leadership Voice for the Land 10 Targeting New England’s Wildlife 20 Good Ideas Start Small

front cover: Paths and Trails in the Hudson River Valley; photos: Greg Miller; bottom row center: Farmland in Lancaster County, PA; photo: Brett Cole; back cover: Along the Palisades; photo: Greg Miller; inside front cover: landscape, New York photo: Greg Miller; page one, top to bottom: Bashakill Wildlife Management Area; Bashakill Wildlife Management Area; photos: Greg Miller; Lancaster County Farmland, photo: Brett Cole; Catskill Map from OSI research publication, Private Lands, Public Benefits; Lancaster County Farmland; photo: Brett Cole; page two: Mamakating Rail Trail near Bashakill Wildlife Management Area; photos: Greg Miller 2 0 1 1 A n n u a l R e p o r t

From the Open Space Institute’s Leadership

or more than four decades, Our Annual Report tells the the Open Space Institute stories of conservation successes has worked to conserve and strategies through two lenses treasuredF places – farms, shorelines, – the immediate benefits and rivers, viewsheds, ridgelines, the long-term potential. Using mountaintops and trails. We these lenses, OSI is identifying conserve nature because of a deep the most adaptive landscapes and affinity for and recognition of protecting land that will endure land’s importance to America’s in an increasingly crowded world character and future. with a changing climate. With greater pressure on natural Taking the long view requires resources, we at OSI increasingly vision, investment of money take a long view and work to and people, and enormous be creative in conservation. We patience – and that patience is continue to protect landscapes under immediate threat perhaps the hardest element of this work. At OSI’s while also targeting landscapes that will be important annual luncheon, we heard comments from our friend decades and centuries from now, as science informs and New York Times editorial board member Verlyn our focus. We recognize the places that we cherish and Klinkenborg, who said: want to protect not only for what they are today, but for what they might offer in the future. The real task for us humans is to withhold ourselves. The curious part here is that there is nothing passive about In 2011, thanks to your support, OSI worked to withholding ourselves, exercising restraint. It takes the acquire, finance, and ultimately protect 15,900 acres in coordinated efforts of many people to reinforce the very 51 transactions. idea of restraint – to make open space and protected lands Our purchase of a thousand acres of fertile farmland possible. in the Hudson Valley, for example, instantly preserved a viewshed while creating the opportunity for a His words remind us that, ofttimes, the most vital agricultural future there. Utilizing science and important part of what we are doing is providing the planning, we identified multiple deals that protect time and space for nature to work its way on the land. fields and forests in the Delaware Bayshore with We invest in promise and potential, and by doing so the greatest potential for long-term benefits. From we make great strides for future generations. the pursuit of federal funding to the local support We thank you for trusting us to do this critical of citizen activists, OSI’s work requires investment, work. Most of all, we thank you for sharing in our strategy and time to reap the fullest returns. We take conservation vision and for providing us with the the long view. support we need to exercise restraint and judgment.

Kim Elliman John H. Adams President & CEO Chairman

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Creating a Template for 21st-Century Farms OSI envisions a future for farmland preservation

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n 2011, the Open Space The industrialization Institute preserved more of agriculture over the than 1,000 contiguous past 80 years has favored Iacres of some of the most areas, many of them in scenic and historic land in the Midwest, with more Ulster County. A noteworthy productive soils and fewer accomplishment for the competing land uses. That sheer acreage alone, the shift, combined with the projects protect a diverse mix increased demand for of farmland, wetlands and residential and commercial scenic ridges. development in New York The former Smiley and City’s shadow, has meant Van Alst lands—acquired fewer and smaller farms for for some $9 million in Ulster County. back-to-back transactions in OSI recognizes this September and October— changed landscape, and preserve breathtaking views with these acquisitions and unspoiled wildlife habitat along the eastern edge it is poised to create a new template for farmland of the . Together, they also account preservation in the 21st century. for more than 30 percent of the active agricultural land “Conservation is constantly evolving, and land trusts in New Paltz, which introduces one of the acquisitions’ must now think creatively about what constitutes a most interesting sidebars. successful agricultural conservation project,” said OSI’s As OSI considers future land use on the properties, president and CEO, Kim Elliman. “It’s not enough to the organization has a unique opportunity to reimagine purchase the development rights for farms anymore.

As OSI considers future land use on the properties, it has a unique opportunity to reimagine the relationship between farmland conservation and agricultural viability. the relationship between farmland conservation and We have to ask ourselves, ‘Are we protecting farmland agricultural viability. simply for its scenic and open space values, or are we Both properties have been farmed for hundreds of protecting land that can and will continue to provide years. Combined, they provide a diverse mix of flatlands for the surrounding community?’ suited for fruit and vegetable production and rocky soils “Ideally it’s the latter.” more conducive to livestock grazing and haying. TheWall Street Journal reported in November But much has changed about farming in Ulster 2011 that farming is becoming more viable across the County in the past century. country. Residential land values have fallen as much A hundred years ago, 75 percent of the land in as 70 percent nationwide since mid-2006. During the Ulster County was used for farming. Today, the number same time period, the value of U.S. farmland increased is closer to 10 percent, and that change has as much to 20 percent, particularly in the Midwest and some do with developments outside the county as within. western states.

opposite: The Van Alst Farm in the shadow of Trapps Gateway, Shawangunk Ridge viewshed, New Paltz, NY; photo Greg Miller. above: The next generation at Sprucegate Farm, Orange County, NY, preserved by OSI in 2009; photo: Brett Cole

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In 2012, OSI will explore a number of stewardship possibilities for farmland properties, including sustainable farming, as we seek to maximize the vast recreational, historic and agricultural value of the lands.

Even in the Northeast, where could be an ideal fit for the just- soil and climate are not always protected Ulster County lands. favorable, small, independent In 2011, OSI partnered with farmers are increasing their the Agricultural Stewardship profitability by branding Association (ASA) on a similar themselves and selling specialized project in Stillwater, New York. crops, organic produce and There, ASA is helping a young value-added products through couple get started on a historic community-supported agriculture farm that OSI preserved. In (CSA) programs and farmers Ulster County, OSI (and markets to consumers willing to perhaps another partner) pay a premium. could offer a combination of “Consumers will pay more land and technical resources if they know where their food is to help a young farmer make coming from and what they’re the transition to full-time, paying for,” said Wes Hannah, an organizer for the profitable farming. National Young Farmers’ Coalition, an OSI Citizen “From my experience,” Hannah said, “the Action group. “Right now, those farms are the most opportunities that exist for a young farmer are often vibrant subsector of the agricultural market.” internships or other low-paying jobs. To transition from According to the Bureau of Labor Statistics, the that to starting your own business—there’s a gap there, average age of farmers in the United States is 57, the and incubator farms are one thing that can help fill that oldest it’s ever been. Within the next decade, many of gap.” them will retire, and Hannah, himself an organic fruit OSI could also lease the farmland to an existing and vegetable farmer, believes there’s a new generation biodynamic or organic farmer at a discounted rate. waiting to carry the industry forward. Doing so would allow OSI, as a landowner, to exercise “There absolutely has been a resurgence of young some influence over how the land will be used and its farmers,” he said. “Whether it’s the economy or the effects on neighboring ecosystems. desire to do something that has a positive impact on By purchasing farmland that can benefit not just a society, we’ve seen something of a ‘back to the land’ farmer but an entire Hudson Valley community, OSI mentality, and there are more young people coming is making a statement about its vision for a sustainable forward who feel that agriculture is meaningful and is New York State. something they want to pursue as a career.” “The acquisition of these lands protected a view that Although the Hudson River Valley represents the people knew and loved,” Elliman said. “But over time, kind of diverse and wealthy market that can sustain an we believe they’ll be known just as much for what they established farmer’s business, the first hurdle for these offer the people of the Hudson River Valley. young farmers is finding affordable land. For OSI, “We’re both challenged and excited by the matching a farmer with an “incubator” startup farm possibilities.”

above: Hay bale; photo: Brett Cole. opposite top left (clockwise from top left): The Testimonial Gateway will become a entrance in the near future, New Paltz, NY; photo: Greg Miller; farmland in Ulster County; farm stand peppers; photos Brett Cole

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Open Space Institute 2011 New York Land Program Accomplishments From the Adirondacks to the Hudson River Valley, OSI protected 2,882 acres, including 1,527 acres of farmland. Herkimer Montgomery Saratoga 1 Pal Farm 333 acres, Albany County Schenectady VT The Pal Farm, an 18th-century farm and forest located between the Helderberg and Albany near Rensselaerville, is one of the first Otsego Rensselaer settlements in the upper Hudson River Albany Valley. It was one of the village’s first Schoharie 1 settlements in the late 1700s.

2 Weil Farm 54 acres, Columbia County Near Lindenwald, the home of the 2 MA Martin Van Buren National Historic Greene Site and within the Kinderhook Creek New York corridor, these agricultural lands are Columbia leased to Roxbury Farm. Delaware 3 3 Pleroma Farm 96 acres, Columbia County 4 An easement on Pleroma Farm, a 5 Catskill State Park diversified biodynamic farm and therapeutic retreat center, ensures that the farm’s high-quality soils can continue Kingston to support the town of Greenport’s Ulster 6 agricultural economy; and preserves 7 magnificent views from Olana Historic 8 Site. 20 12 11 9 Dutchess 13 10 Sullivan 19 4 Beaverkill Addition I 14 15 10 acres, Delaware County 17 16 These scenic lands were donated to

18 OSI and add to the beauty of the CT protected Beaverkill landscape.

5 Beaverkill Addition II 107 acres, Delaware County Putnam The Patterson property has been Orange 21 Pennsylvania owned by the family since the 1940s and consists of an 1850s farmhouse, 22 forests and meadows with stunning views of the surrounding Beaverkill landscape.

Rockland Westchester 6 119 acres, Ulster County The 495-foot-high Joppenbergh Mountain in Rosendale sits along the Wallkill Valley Rail Trail. It has expansive views of much of the Hudson River Valley. New Jersey

New York

New York City

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16 Lyons Overlook Farm 64 acres, Ulster County Lyons Overlook Farm, in a hilly region with a view of the Hudson River, has more than 60,000 fruit trees, including 21 varieties of apples and other stone fruit.

17 Mercaldi-Lucille Farm 118 acres, Ulster County Lucille Farm lies along the east bank of the Wallkill River, in full view of the Shawangunk Ridge with unobstructed views of Sam’s Point, High Point and .

18 Mamakating Rail Trail 50 acres, Sullivan County A 4-mile stretch of rail bed links a 16-mile recreational trail network from the village of Wurtsboro to the Shawangunk Ridge State Forest.

19 Applebee Farm 129 acres, Sullivan County From the mid-19th century until 1990, this property operated as a dairy farm and a boarding house. The Center for Discovery will reestablish the farm as a 7 Assemblage 10 Van Alst Farm 13 Minnewaska State Park dairy to be run by young adults. 14 acres, Ulster County 144 acres, Ulster County Preserve Addition I The addition extends the northern- The Van Alst land is 144 fertile acres 79 acres, Ulster County 20 Hector Farm most protected lands of the Mohonk along the western bank of the Wallkill The addition consists of 79 acres on 166 acres, Sullivan County Preserve all the way to the hamlet of River and has been farmed for the ridge top on the western side The Hector Farm lies within the Rosendale and connects the Preserve hundreds of years. It includes extensive of Minnewaska Park Preserve and Callicoon Creek watershed and with the Rosendale Rail Trail. agricultural flats that lie between contains old-age stands of pitch pines contains soils of statewide significance. the village of New Paltz and the and extensive views of the R ondout The farm is currently being leased for 8 Rominger Farm Shawangunk Ridge. Valley and the Catskill Park. hay and corn production. 93 acres, Ulster County The Rominger family donated a 11 Smiley Brothers 14 Minnewaska State Park 21 Merrill 1 & 2 conservation easement on a historic 874 acres, Ulster County Preserve Addition II 32 acres, Orange County farm in the town of Rochester. Together On the eastern escarpment of the 43.12 acres, Ulster County The Merrill acquisition protects 32 with the adjacent Domino dairy farm, it Shawangunk Ridge, the property In the town of Wawarsing, Ulster acres at the eastern end of a mile-and- creates a 242-acre swath of preserved includes three historic farms, hundreds County, the lands are located on a-half conservation corridor connecting viable farmland with Shawangunk Ridge of acres of open fields, rolling forested the southwestern boundary of the Black Rock Forest and Schunnemunk views. hills, streams and segments of a historic Minnewaska State Park Preserve and Forest State Park. carriage road system that dates back to protect an important stand of globally 9 Harcourt Wildlife the late 1800s. rare pitch pine barrens near Sam’s Point. 22 Wright Farm Sanctuary 117 acres, Orange County 56 acres, Ulster County 12 Peterskill Conservation 15 Kiernan Farm The farm operated by members of the OSI, Historic Huguenot Street and the Area Addition 139 acres, Ulster County Wright family since 1912, is open to the Nyquist Foundation helped preserve 45 acres, Ulster County Kiernan’s 65-cow grass-fed beef public year round for mixed produce, access for this popular 56-acre nature The land is located on the Shawangunk operation is one of the several farms grass-fed beef, and fall festivities such preserve located on Huguenot Street Ridge in a wilderness area on the that locals have dubbed the “Gardiner as a pick-your-own pumpkin patch, hay in New Paltz. northern boundary of the Minnewaska Beef Belt,” a critical mass of 1,300 acres rides and corn maze and, in the winter, State Park Preserve. of beef farming along County Route 7. Christmas trees.

Cattle and dairy farming is an important industry in New York State; photo: Greg Miller

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Targeting New England’s Wildlife An OSI fund focused in the Northeast is successfully completed

n September 2009, the Open Space Institute launched rich forests of western Massachusetts and central New Saving New England’s Wildlife, a habitat conservation Hampshire, and the coastal plain of Maine, New Hampshire initiative that followed up on the Northern Forest and Massachusetts—were chosen because they contain IProtection Fund. the region’s highest diversity of habitat and, according to From 2000 to 2008, OSI’s Northern Forest Protection emerging research, are most likely to continue to harbor a Fund had set the standard for large-scale landscape wide range of wildlife as the climate changes. conservation by helping to protect 1.7 million acres in The results are impressive. Not only were thousands of the vast Northern Forest of New York, Vermont, New acres of critical habitat protected, but for every dollar the Hampshire and Maine. The next step was to conserve the fund spent, an additional $10 in public and private funding region’s most significant and vulnerable wildlife habitat. was secured. This kind of leverage, virtually unheard of in the Established with the generous support of the Doris Duke current economic climate, increased the effect of OSI’s grants Charitable Foundation, the Saving New England’s Wildlife several times over. initiative has protected more than 20,000 acres valued at In December 2011, OSI awarded a $400,000 grant to more than $50 million. Grants have supported 30 projects, help the Kestrel Land Trust and the Franklin Land Trust each selected by an advisory committee charged with making conserve the 3,300-acre Brushy Mountain—the largest the greatest overall impact on the region’s endangered contiguous tract of unprotected land under single private wildlife. ownership in Massachusetts. This early commitment to “Saving New England’s Wildlife took a very targeted the project, along with an additional $439,600 that OSI approach. It wasn’t just ‘whoever buys the most or the largest approved from its Western Massachusetts Land Protection parcel of land wins,’” said Peter Howell, OSI’s executive vice Fund, helped catalyze other funding. Following OSI’s lead, president. “We had to sift through these huge landscapes and the state committed $3.8 million and Congress appropriated find the real nuggets of wildlife habitat. This was a fund that $5 million through the federal Forest Legacy program toward was driven by science.” this significant effort. Indeed, the fund’s focus areas—Maine’s bold coast from The Brushy Mountain project was not an isolated Cobscook Bay to Mount Desert Island, the ecologically example. In all, Saving New England’s Wildlife projects

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At a time of reduced funding for conservation, the success of Saving New England’s Wildlife is a testament to the vision, commitment and tenacity of these public and nonprofit agencies.

attracted more than $7.5 million of additional philanthropic allow the New England cottontail to replenish its population capital, $9.5 million in state funding and almost $3 million and expand. in local support. “We’re not talking about giant pandas, we’re talking The ecological benefits of the Brushy Mountain project about rabbits,” said David Houghton, a consultant who also cannot be overstated. Massachusetts wildlife officials helped plan WMI’s efforts. “If we can get them the habitat, have documented habitat for two species of concern on the they will respond—and respond in a big way. Without the property—wood turtle and eastern box turtle—plus black amplification grant from OSI, however, we would not have bear, otter, bobcat, been able to mount the fisher, mink, and even lobbying campaign that moose, which are we did.” returning to the region. From the saltwater “Brushy Mountain bays of coastal Maine to was probably our most the dense forestlands of high-profile project,” Massachusetts, Saving Howell said, “and it New England’s Wildlife was emblematic of what emphasized connectivity we hoped to achieve and diversity, two of the when we launched most vital components this fund. It protected of a healthy ecosystem. some of the absolutely “The starting most critical habitat in premise of working in the Commonwealth of three states with strong Massachusetts.” wildlife action plans Most of OSI’s grants let us really focus on helped Saving New how specific projects fit England’s Wildlife fund into the larger context the direct acquisition across those states,” of priority conservation said Andrew Milliken, lands. However, the the North Atlantic initiative also included “amplification” funding for noncapital Landscape Conservation Cooperatives coordinator for the projects designed to increase support for land conservation. U.S. Fish and Wildlife Service and a member of the Saving One such grant helped the Wildlife Management New England’s Wildlife advisory board. “Second, OSI Institute (WMI) protect the New England cottontail, a assembled a broad-based team of advisers with skills in the native species whose numbers have dipped dangerously low science, policy and management fields. Finally, OSI reached in recent years. out directly to the state and local agencies with the best Using a $75,000 OSI grant to create educational and understanding of what was happening on the ground in lobbying materials, WMI secured nearly $1 million from the their states. Natural Resources Conservation Service’s Wildlife Habitat “Putting those three things together, OSI identified the Incentive Program. That additional funding helped WMI highest priorities for the conservation of wildlife habitat conserve and connect the shrub-heavy habitat lands that will while also meeting other complementary needs.”

opposite: Woodlands in Maine; photo: Jerry and Marcy Monkman. above: The primary threat to Blanding’s turtle is habitat fragmentation and destruction as well as nest predation. It is listed as an endangered species on the IUCN Red List as endangered in some U.S. states and as either threatened or endangered throughout Canada. photo: [email protected]

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Bringing the Big View to the Mid-Atlantic Preserving nature with OSI’s Bayshore-Highlands Fund

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bout 40 miles south “To succeed in of Philadelphia, protecting land in these Salem County, New places, conservation must Jersey,A is at the center of the coexist with human uses, Jersey Bayshore, one of the like farming, fishing and Northeast’s most bountiful recreation.” farming regions. Founded in Upstream and across Philadelphia in 1945, the the Delaware Bay, the William Penn Foundation Pennsylvania Highlands has a long history of spread out over 1.4 million funding environmentally acres of forested ridges, important programs, streams and lakes, and including two decades agricultural land. of watershed protection The Bayshore and the initiatives. Seeking Highlands bracket the new and better ways to Philadelphia metropolitan improve its home region area with rich natural resources, clean water and and viewing land conservation as a natural progression plentiful recreational opportunities. Containing habitat of its watershed work, the foundation reached out to for wildlife like bog turtles and the Indiana bat, these OSI to initiate an ambitious land protection program, lands are important for what’s on them as well as what’s the Bayshore-Highlands Land Protection Fund. between them. “There are many places in our service area where The Philadelphia metropolitan region is the United conservation is warranted,” said Johnson. “As a regional States’ fifth-largest, with just shy of 6 million residents. foundation, we were looking for places where we could Each day, about 125,000 cars travel Interstate 95, the make a difference on a landscape scale, and where that East Coast’s busiest highway, in and around the region. landscape would have a regional impact, too. Because of that juxtaposition—a thriving “OSI brings that big view, in terms of the

In 2011, OSI’s Bayshore-Highlands Fund provided $1.1 million in grants and loans for 8 projects that will conserve about 1,700 acres with a total value of about $8.1 million. That’s about 7 matching dollars for each dollar.

metropolitan area sandwiched between two resource- organization’s connections and experience in other rich regions—conservation here takes on an interesting places,” he said. “OSI’s understanding and innovative color. approach to conservation really added up for us.” “The landscapes here are not just huge, undisturbed Throughout Salem County and the rest of the forests. There’s a very diverse sort of richness here,” Bayshore, much of OSI’s efforts will center on said Andrew Johnson, the William Penn Foundation’s farmland preservation, which in turn protects critical Environment & Communities program officer. “And wildlife habitat and regional water quality. there’s a significant human presence that complements Almost half—about 43 percent—of Salem that richness. County’s land area is in active agricultural use. Along

opposite: The Lancaster Farmland Trust received a grant from OSI for acquisition of agricultural easements on three traditional Amish farms. right: Pennsylvania Highlands’ dense forest; photos: Brett Cole

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As one travels through Salem County–with its nearly 100,000 acres of farmland, the most among the 21 counties in New Jersey–it’s easy to forget that Philadelphia sits just up the road.

with nearby Cumberland and Gloucester counties, hundreds of years ago. Places like Welsh Mountain— the Bayshore region is known for its fertile soils and where OSI helped the Lancaster County Conservancy lengthy growing season suitable for high-value crops permanently protect 408 wooded acres—and like eggplant, peppers and zucchini. Oley Hills offer miles of recreational trails, provide A 2011 OSI grant in Cumberland County helped biodiverse forests and wetlands and protect clean the New Jersey Conservation Foundation protect the drinking water sources for 13 counties. 48-acre Adamucci orchard farm. It was here that the William Penn Foundation “The resources we have here,” says farmer Andy focused on protecting water quality near the Buzby, “as far as soil and water quality, I don’t think Delaware and Schuylkill rivers, the primary sources of there’s a better combination on the eastern seaboard. Philadelphia’s drinking water. You don’t usually think of southern New Jersey as Joining with OSI, the Bayshore-Highlands Land having prime soils like Iowa, but a lot of it does.” Protection Fund was launched in late 2011 and by As one travels through Salem County—with its year’s end had targeted more than $1.1 million in nearly 100,000 acres of farmland, the most among capital toward the region’s most significant places. As the 21 counties in New Jersey—it’s easy to forget the program expands in 2012, OSI and the William that Philadelphia sits just up the road. Here it’s not Penn Foundation have set their sights high. uncommon to drive past marshy bald eagle and “With land conservation, we want to be highly shorebird habitat on one side of the road, while successful in a few important places that will build stretches of long, flat farmland spill out on the other. momentum,” Johnson said, “and thereby bring more Buzby, a 54-year-old mechanic by trade but a fruit money and visibility in, as people see the value of and vegetable farmer since 1981, has a contagious what’s happening here. We want to build a critical mass enthusiasm for farming, and he has helped OSI that makes a difference on the ground here and can connect with farmers who have been on their land for also be emblematic of similar efforts elsewhere.” generations. Back in Salem County, Andy Buzby is thinking “He’s our ambassador,” said Bill Rawlyk, who big, too. engineers conservation deals in the Jersey Bayshore A lot of people, he says, have no idea where their for OSI. “A lot of this area was originally settled by food comes from. But tailgate markets like the ones he Quakers, and that Quaker philosophy is part of Andy’s holds each Saturday at his farm are helping to educate ambassadorship. He really wants to help his neighbors consumers. And as more people become educated and stabilize the community.” about farming, more preservation is sure to follow. The Pennsylvania Highlands, part of the four-state “We’ve got about 28,000 acres of farmland Highlands region that extends from Pennsylvania preserved here in Salem County,” said Buzby, “and to Connecticut, are known for their dense forests, now, working with OSI, I’m optimistic that we’ll end undisturbed since the days of wood-fueled iron forges up with more than 60,000 acres in this county alone.”

opposite top row: Pennsylvania’s Leola Produce Auction attracts buyers from as far away as New York and Connecticut, as well as from neighbors New Jersey and Maryland. Some of the local producers come in wagons, on tractors or large trucks. bottom row: Pennsylvania Highlands forest; photos: Brett Cole

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Open Space Institute 2011 Conservation Finance Program Accomplishments Working with 18 partner organizations in the US and Canada, OSI funds protected over 13,000 acres in 6 states and provinces through 28 grants and one loan with a total fair market value of over $30 million this year.

Western Massachusetts 3 Maquoit Bay Chase Reserve 8 Great Marsh Community Forest Fund Brunswick, ME Rowley, MA 1 Brushy Mountain Brunswick-Topsham Land Trust, Inc. Massachusetts Audubon Society 1 Grand Lake Stream Leverett & Shutesbury, MA 240 acres Total: $1,124,000 75 acres Total: $2,300,000 Plantation Kestrel Land Trust Grant: $141,900 Grant: $250,000 West Grand Lake, ME 3,480 acres Total: $8,800,000 OSI’s second grant on Maquoit Bay Many partners have worked to Downeast Lakes Land Trust 2 grants: SNEW and WM $839,600 conserves high-value tidal wading bird conserve thousands of acres in the Support grant: $15,000 Brushy Mountain conserves the largest and waterfowl habitat and part of the Great Marsh. This newly protected tract This innovative effort will conserve block of unprotected forest in the largest remaining forest block on the will be managed for the high-priority 21,700 acres including timberland, 3,000 commonwealth. This property, home coastline of Casco Bay. migratory birds that use this ecosystem. acres of wetlands, 17 miles of lakefront to moose, threatened turtle species and 93 miles of stream frontage. and other wildlife, is now protected 4 Walnut Hill Focus Area 9 Symphony Lakes Project: with a sustainable forestry conservation Shapleigh, ME Cranberry Pond 2 Albany Town Forest easement and is open to recreation. Three Rivers Land Trust West Stockbridge, MA Albany & Conway, NH 88 acres Total: $184,500 Berkshire Natural Resources Council Trust for Public Land 2 Westfield River Grant: $21,000 204 acres Total: $1,339,000 Support grant: $20,000 Middlefield & Chester, MA Conservation of this parcel kicks off Grant: $184,000 OSI provided early support to help The Nature Conservancy an effort to protect a state-designated Cranberry Pond is part of an initiative establish Albany’s first community 298 acres Total: $842,000 area that supports Blanding’s turtle and to preserve nearly 500 acres of broad forest, which will provide timber Grant: $134,500 northern Black Racer. calcareous wetlands, open meadows revenue, aquifer protection and This working woodland project lies and adjacent upland forests, which 1.5 miles along the Swift River. within the Westfield River watershed, 5 Pinkney Hill host an abundance of plant varieties an area of intact forestland that offers Allenstown, NH including seven state-listed species. 3 Brushwood Community one of the last and best places for Bear Paw Regional Greenways Forest Expansion large-scale forest conservation in 181 acres Total: $250,000 10 Sheffield-Egremont Fairlee & West Fairlee, VT southern New England. Grant: $50,000 Wildlife Corridor Trust for Public Land Pinkney Hill is the first phase in Sheffield & Egremont, MA 584 acres Total: $825,000 protecting more than 500 acres of Sheffield Land Trust 2 Grants: $70,000 Saving New England’s Wildlife priority habitat adjacent to Bear Brook 97 acres Total: $1,850,000 This effort doubled an existing State Park and is home to threatened Grant: $250,000 community forest to 1,055 acres, 1 Androscoggin Headwaters wildlife, including Blanding’s turtle and This family farm will continue to providing wildlife habitat, drinking Errol & Wentworth, NH whippoorwill. operate, subject to an agricultural water resources and opportunities for Trust for Public Land easement. Portions of the land provide sustainable forest management and 2,920 acres Total: $3,210,000 6 Pawtuckaway River rare turtle habitat that will be state recreation. Grant: $500,000 Raymond & Epping, NH owned. This project launched a multiphase Southeast Land Trust of New 4 F.X. Shea Town Forest effort to conserve wildlife habitat, water Hampshire 11 Camp Northrop Corinth, VT quality and productive timberland on 311 acres Total: $1,654,800 Mount Washington, MA Town of Corinth 31,000 acres at the headwaters of the Grant: $200,000 The Nature Conservancy 94 acres Total: $119,300 Androscoggin River with working forest The project conserves frontage and 345 acres Total: $900,000 Grant: $16,800 conservation easements. upland buffer for the Pawtuckaway Grant: $138,000 A conservation-minded landowner and River and hosts key species, including Located within one of the most the Conservation Commission worked 2 Gardner Mountain Blanding’s turtle and state-threatened biologically rich unfragmented forests together to establish the town’s first Lyman, NH spotted turtle. in New England, the project protects community forest which has rich soils, Trust for Public Land vertebrate and plant species of multi- high-quality timber, central location and 1,084 acres Total: $500,000 7 Whaleback state concern. an existing trail system. Grant: $150,000 Hollis, NH Critical bat habitat and a significant Beaver Brook Association 5 Barre Town Forest portion of Gardner Ridge were 79 acres Total: $610,000 Barre, VT protected with a conservation Grant: $75,000 Trust for Public Land easement that supports sustainable Protection of the Whaleback builds on Support grant: $20,000 timber management and safeguards a network of 4,000 acres that provides Protection of 375 acres will conserve wildlife habitat. habitat for vulnerable species of wildlife habitat and water resources, amphibians and reptiles. restore connectivity and provide sus- tainable forest revenues. The property’s trails are a destination for mountain biking and cross-country skiing.

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Transborder

Land Protection Fund Prince Edward Island 1 Chignecto Isthmus Phase II Halls Hill, New Brunswick, Canada Nature Conservancy of Canada Québec New Brunswick 232 acres Total: $150,000 1 Grant: $50,000 Four contiguous properties that align with other conservation land provide 2 access for moose, black bear, fisher and other wide-ranging species. Endangered Maine 1 Canada lynx have also been confirmed 4 3 in the area. Nova Scotia Ontario 1 2 East Grand Watershed Initiative 2 Orient & Weston, ME 5 4 2 Woodie Wheaton Land Trust 3 3 Support grant: $25,000 Vermont OSI provided an early support grant New Hampshire 4 for this complex effort to conserve 5 12,000 acres of forest, a significant New York 6 deer wintering yard and 30.7 miles of shoreline along the headwaters of the 7 8 St. Croix River and six lakes. 1 1 2 9 2 Massachusetts 3 1110 3 Green Mountains 4 Natural Habitats 7 8 RI 2019 East Bolton, Quebec 16 Connecticut Where We Work 18 17 Appalachian Corridor Appalachien 21 92 acres Total: $214,000 22 Grant: $30,000 Strategically located between Sutton Pennsylvania Mountain and Mount Orford, the property is part of the Missisquoi

North watershed, known for its 4 3 important population of wood turtles. New Jersey

4 Green Mountains Phase II 2 East Bolton, West Bolton & Austin, 1 Quebec Nature Conservancy of Canada 942 acres Total: $1,300,000 Delaware Grant: $93,525 OSI provided transaction and Maryland stewardship support to conserve three properties, two in fee and one with a VA working forest easement, that lie within unfragmented forest blocks in the Nor- thern Green Mountains Natural Area.

New Jersey Bayshore – 2 Conway Forest Addition 3 Lancaster Farm Easements 4 Welsh Mountain Nature Pennsylvania Highlands Fund Quinton Township, Salem County, NJ Earl and Salisbury Townships, PA Preserve Natural Lands Trust Lancaster Farmland Trust East Earl & Salisbury Townships, PA 1 Diocese of Camden 52 acres Total: $195,000 243 acres Total: $788,814 Lancaster County Conservancy City of Vineland, Cumberland Grant: $20,000 Loan: $234,175 408 acres Total: $2,053,300 County, NJ The Burden Hill Forest Preserve is A loan helped Lancaster Farmland Grant: $250,000 The Nature Conservancy 791 acres of contiguous woodland Trust acquire agricultural easements Welsh Mountain, a 1,000-foot-high 162 acres Total: $666,241 containing mature stands of oak, sweet on five traditional Amish farms; three wooded ridge surrounded by cultivated Grant: $100,000 gum, red maple and American holly. It closed in 2011. The loan encouraged agricultural land, is part of more than Part of a three-phase project that provides habitat for threatened barred private fundraising and generated an 1,100 acres of preserved woodland and protects contiguous forested parcels owl, red-shouldered hawk and marbled additional 20 percent match from Pew protects recharge areas in the headwaters of the Manumuskin salamander. Charitable Trust. and breeding habitat for Neotropical River, the property includes oak migratory songbirds and several rare pine forest, wetlands and numerous plant species. vernal ponds supporting a number of amphibians, reptiles, rare plants and birds.

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Leadership Voice for the Land Two OSI initiatives push for conservation funding

wo of the Open Fahnestock Memorial State Park, Space Institute’s most the New York system has long been important initiatives considered one of the greatest park Tin 2011 involved not land systems in the country. acquisition but setting the However, decades of stage for a healthy conservation underinvestment have left many of climate for years to come. New York’s parks crumbling and in Both the Outdoors America disrepair. Campaign, which OSI The Alliance, in its first full year spearheads, and OSI’s Alliance of operations, worked to highlight for New York State Parks helped the deteriorating condition of secure significant funding New York’s state parks. These increases for conservation and efforts paid off: Governor Andrew parks programs at the federal Cuomo’s budget for 2012–13 and state level, respectively. includes $89 million for repairs, The Outdoors America Campaign, established in upgrades and restorations at 48 parks and historic sites. 2009 to advocate for full funding for the federal Land The amount will be funded through the New York and Water Conservation Fund (LWCF), saw its greatest Works Infrastructure Fund. success come at the end of 2011, when Congress passed In 2010, the state Office of Parks, Recreation and the omnibus spending bill. Historic Preservation identified a $461 million backlog The bill authorized a $322 million LWCF, a 7 for basic health and safety needs and $595 million percent funding increase over the previous year. With for worn-out facilities throughout the system. The an additional $28 million in Title 6 money designated governor’s New York Works Infrastructure Funding will for conservation, the LWCF was funded in FY2012 at a begin to address those needs. grand total of $350 million. “The governor’s commitment to fund upgrades The surge represents a significant increase over and repairs at so many of our parks and historic sites recent years and in fact topped the 2011 LWCF demonstrates that he has heard and is responding allocation by nearly $22 million. to the public’s insistence that our parks no longer Since its establishment in 1965, the LWCF has only be neglected,” said Rose Harvey, the commissioner once been funded at the recommended level of $900 of the state’s Office of Parks, Recreation & Historic million per year; President Obama has pledged to do so Preservation. “Together, with organizations like the by 2014. As we move toward that goal, OSI applauds Alliance for New York State Parks, the citizens of New Congress and the president for working together for York State and Governor Cuomo’s administration can conservation, an issue that transcends party lines. make a real difference in bringing our parks system The Alliance for New York State Parks was launched back up to the standard it deserves.” in 2010 to protect and enhance the state’s 178 parks Through research, advocacy and innovation, OSI and 35 historic sites. Boasting such gems as Niagara continues to lead conservation forward, both nationally Falls State Park, Jones Beach State Park and Clarence and regionally.

above: The Alliance is working to restore the Hamilton Point carriage road trails at Minnewaska State Park Preserve. opposite, top left: Acadia National Park, Maine. photo: Jerry and Marcy Monkman; opposite, top right: Jones Beach State Park West Bathhouse; photo: New York State Office of Parks and Recreation;opposite , bottom: Robert H. Treman State Park; photo: New York State Office of Parks and Recreation

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19 O p e n S p a c e I n s t i t u t e

Good Ideas Start Small OSI Citizen Action group aims to map all the trees in New York City

or many New Yorkers, the only nature they see in 2010. “The Citizen Action program has essentially all day is a street tree,” says Philip Silva, one of functioned like an incubator, giving us the support we the founders of TreeKIT. “And the only way need to get our feet under us.” Fthat trees can provide all the benefits that they do is if When TreeKIT approached OSI in September they’re alive.” 2010, Silva and Barry were eager to secure the increased Street trees—and there are hundreds of thousands funding that would take their work to the next level. of them in New York City’s five boroughs—play an “When a foundation sees a group that’s linked to important role in the urban ecological system. The the Open Space Institute,” Barry said, “they know that shade they provide helps reduce energy consumption group is legitimate, and it automatically improves the on hot summer days, while their leaves filter particulate chances of being awarded funding.” matter from the air we breathe. “The Citizen Action groups are working on the local Urban environments are environmentally stressful, level on many of the same issues that OSI addresses however, and 30 to 40 percent of street trees die at a regional level,” said Kim Elliman, OSI’s president prematurely. Volunteers who clean and prune trees help and CEO. “Good ideas almost always start small, and improve those odds and now, TreeKIT is helping those it’s important that we provide the framework through stewards by creating a publicly accessible inventory of which these local initiatives can grow into something every street tree in New York City. bigger.” But TreeKIT might not have had that chance By early 2012, trees in four Queens neighborhoods without the Open Space Institute’s Citizen Action had been completely mapped, and as word spreads Program. For three decades, Citizen Action has about TreeKIT’s efforts—which is literally tree-by-tree, helped give grassroots environmental organizations an using measuring wheels and tape measures—those opportunity to invest in their future. numbers will grow. The model is simple yet effective. OSI assists startup “We’re trying to set up a process by which groups by enabling them to receive tax-deductible neighborhood groups can track the work they’re doing,” donations while providing administrative help, freeing Philip said. “We want TreeKIT to mobilize folks and the groups to do the critical work of bettering their give them the tools to see where trees are, and what communities. needs to be done to keep them alive. “I don’t think we could do the work we do without “We hope there’s never a time when this work will OSI,” said Liz Barry, who with Silva founded TreeKIT be finished.”

above left: A section from TreeKit’s map of street trees in west Queens in 2011; above right: Phil Silva and Liz Barry (with rolling tape measure) with a volunteer in Queens.

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2011 Barnabas McHenry Awards For the fifth year, the Open implementing programs at the site. Space Institute awarded some In the field of environmental of the Hudson Valley’s brightest conservation, Cornelia Harris young leaders with the Barnabas worked with the Cary Institute, McHenry Hudson River Valley leading a program that trained Awards. students to become stewards of Every year, OSI makes four the Hudson River ecosystem and awards of $5,000 each to young docents for the newly installed leaders who partner with regional Hudson River Environmental nonprofits to complete projects Conditions Observing System. in the fields of environmental Sara Kendall won the award conservation, historic preservation, in the field of the arts for her the arts and tourism. The awards are named in honor partnership with free103point9 Radio’s “Hands-on of OSI Trustee Barney McHenry, who has long Radio,” a community-run media project that is re- championed the preservation of the Hudson Valley’s envisioning radio as an innovative platform in Greene land and character. and Columbia counties. Alexandra Church was awarded a McHenry award In the tourism field,Derrick Mead worked with in the field of historic preservation. She worked with Glynwood to help launch its “Hudson Valley Cider the Newburgh Armory Unity Center and completed Route” project, which showcases fresh and hard apple a preliminary master plan for developing and cider producers and purveyors.

2011 Land Conservation Award The Smiley family and Mohonk Mountain House were K. Smiley, who with his twin brother Alfred, acquired the recipients of the 2011 Land Conservation Award more than 17,500 acres on the Shawangunk Ridge. For for years of stewardship and exemplary land protection 142 years, the Smiley family has been noted throughout along the 50-mile Shawangunk Ridge. the Hudson Valley as conservation pioneers. The award was accepted by Albert K. “Bert” Smiley, Today, all but 2,200 acres is incorporated into president and CEO of Mohonk Mountain House, at the now 7,000-acre Mohonk Preserve, also founded OSI’s annual luncheon in October 2011. by the Smiley family in 1963, and the 22,000-acre The Mohonk Mountain House resort was founded Minnewaska State Park Preserve, which was created in 1869 by Bert’s great-granduncle, also named Albert in 1971.

top: Barney McHenry; above left: Members of the Smiley Family honored at the Metropolitan Club Luncheon. above right: (left to right) Carol Ash, Bert Smiley, Verlyn Klinkenborg, Nina Smiley, Kim Elliman, John Adams. photos: Gina Abramo

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The Open Space Institute 2011 Financial Report

In 2011, OSI acquired for conservation nearly $15 million in land and easements, and it awarded $5.8 million in re- grants to land trusts in the Mid-Atlantic states, New England, and the Quebec/New Brunswick Transborder region for habitat protection. OSI’s administrative expenses constituted less than 5% of expenditures. Investment returns overall were 1.2%, and OSI drew down $6.9 million for its programs. OSI recorded gains on sale of land to conservation buyers of more than $6.2 million, and its total net assets grew from $227.7 million to $233.6 million, despite writing down $6.1 million in properties held for conservation.

Open Space Institute, Inc. and Consolidated Entities Condensed Consolidated Statement of Activities and Changes in Net Assets December 31, 2011 and 2010

2011 2010

Sources of Funds Release of temporarily restricted contributions $20,844,007 $16,535,699 Proceeds of land sales 9,980,934 1,713,278 Loan repayments received 5,159,927 20,487,592 Return on investments 1,721,540 18,997,872 Net increase in temporarily restricted contributions 579,902 5,222,601 Other Income 492,621 1,374,624 Unrestricted contributions 476,108 1,131,051 New borrowings 0 261,200 Total 39,255,039 65,723,917

Uses of Funds Land and buildings purchased $13,307,298 $11,818,305 Program Expenses: Grants 5,767,262 3,456,752 Program Expenses: Easements purchased 1,665,626 2,287,917 Program Expenses: Other 6,919,079 6,325,391 Support services 1,790,538 1,701,348 Repayment of loans payable 6,128,228 16,695,465 New lending 234,175 1,872,388 Total 35,812,206 44,157,566

Net Sources & Uses of Funds $3,442,833 $21,566,351

Other Key Financial Information Total Net Assets $233,625,875 $227,714,041 Net Assets of Wallace Fund 140,484,320 143,726,233 Net Assets, Other Restricted Funds 12,480,069 20,232,678 Net Assets, Unrestricted 80,661,486 63,755,130 Total Assets 242,567,759 243,923,923 Use of Wallace Fund for Conservation 4,595,133 4,739,869 Book Value of Land and Buildings Sold 5,975,200 940,460 Gain on Sale of Land $6,298,382 $753,967

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Sources and Uses of Funds

Sources of Funds 2011 Uses of Funds 2011

Net Increase in Temporarily Return on Restricted Contributions Investments Unrestricted Contributiuons New Lending 2% 4% 1% Repayment of Loans Payable 1% 17% Loan Repayments Received 13%

New Borrowings Support Services 0% 5% Land and Buildings Purchased 37%

Proceeds of Land Sales 26% Program Expenses: Other 19% Release of Temporarily Other Income Restricted Contributions Program Expenses: Program Expenses: Grants 1% 53% Easements Purchased 16% 5%

This financial information includes activities of both the Open Space Institute and the Open Space Conservancy, the land acquisition affiliate of OSI. The condensed consolidated financial information as of and for the year ended December 31, 2010, has been derived from OSI’s 2010 consolidated financial statements, audited by McGladrey & Pullen.

The condensed consolidated financial information should be read in conjunction with the audited consolidated financial statements and related notes, available from OSI on request. In the interest of a timely annual report, this analysis was prepared based on the 2010 Audited Financial Statements and the draft 2011 Audited Financial Statements. Please contact OSI if you would like to receive our final 2011 audited numbers when they are issued.

A significant portion of our land conservation work is made possible by the Lila Acheson and Dewitt Wallace Endowment, a permanent endowment that was transferred to the Open Space Conservancy in 2001 from the Lila Acheson and Dewitt Wallace Fund for the Hudson Highlands.

The Open Space Institute, Inc. was incorporated in 1974 under section 402 of the Not-For-Profit Corporation Law of New York and is a tax-exempt public charity under Section 501(c)(3) and 509(a)(1) of the U.S. Internal Revenue Code. All contributions to the Open Space Institute, Inc. are tax- deductible to the fullest extent of the law. A copy of our latest financial annual report may be obtained by writing to OSI or the New York Department of State, Office of Charities Registration, The Capitol, Albany, NY 12231.

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Thank You To Our Supporters

Foundation, Corporate and Lyme Timber Company David & Jane Walentas Dennis Murray Organizational Support Lyndhurst Foundation Lucy Waletzky Gerhard & Ellen Neumaier A. Abraham Foundation M&T Bank Joanna & Eric Weber Caroline P. Niemczyk American Conservation Association, Marist College Thomas M. Woodbury & Steven Niemczyk Inc. Mark Foods Barbara Jaffe Anne & Fred Osborn, III Anna-Marie and Stephen Kellen Merck Family Fund H. Neil Zimmerman Mark D. Perreault Foundation Mohonk Mountain House Eleanor Pienitz Anonymous (3) Mohonk Preserve, Inc. Patrons $5,000 to 9,999 Patrick & Kristen Ramsey Arch Reinsurance Company The Moore Charitable Foundation Richard & Iris Abrons Rudolph & Sheila Rauch Black River Management Co. Morgan Stanley John & Patricia Adams Peter Regna Boscobel Natural Heritage Trust James & Marjorie Andrews Katherine O. Roberts Bridge Botanic Garden Natural Resources Defense Council Anonymous (2) David & Susan Rockefeller, Jr. Brooks & Brooks Land Surveyors Nature America Peter & Helena Bienstock Simon Roosevelt Buffalo Exchange, Tokens for Bags New York State Department of Holly Hegener Cummings Christopher D. Roosevelt Program Environmental Conservation T. Jefferson Cunningham, III Jonathan & Diana Rose Butler Conservation Fund, Inc. North Pond Foundation J. Matthew Davidson Brian & Ginny Ruder Charina Foundation, Inc. Overhills Foundation Joseph H. Gleberman Mary & Winthrop Rutherfurd Cleary, Gottlieb, Steen & Hamilton The Peter & Carmen Lucia Buck Sibyl R. Golden Daniel Sager & Brian McCarthy Club Fit - Briarcliff Foundation George & Rachel Gumina Michael Sasse Collaborative Sollutions, Inc. Pfizer, Inc. Peter W. Davidson Arthur S. Savage Colliers International NY LLC Phinney Design Group Leonard A. Lauder Norman Selby & Melissa Vail Columbia Land Trust The Prospect Hill Foundation Peter O’Hagan Catherine & John Shamlian DAB Management Services, L.L.C. Ralph Ogden Foundation Albert & Nina Smiley Allan & Chantal Sloan Dan and Sheryl Tishman Family Red Crane Foundation Pattie Sullivan Jennifer P. Speers Foundation Resources Legacy Fund David Swope Edith Carol Stein Davis Polk & Wardwell Richard & Rebecca Evans Foundation Thomas & Frances Thacher, II Charles & Marjorie Van Dercook The Debs Foundation Roxbury Farm Daniel & Sheryl Tishman Alan & Barbara Weeden DJ McManus Foundation Inc. The Ruder Family Foundation Ben Weston & Judith Cox The DJR Trust Foundation Saunders Hotel Group Sponsors $1,000 to 4,999 Michael J. White The Durst Organization Schenectady County Environmental Edward A. Ames & Jane Sokolow Edward B. Whitney & Dyson Foundation Advisory Council Anonymous Martha Howell Earth Share Sharonsteel Foundation Susan Babcock & Ralph C. Schmidt David J. Winters EASTER Foundation Sotheby’s Carter F. Bales Emery, Celli, Brinkerhoff & Stainman Family Foundation Richard & Kerri Bartlett Champions $250 to 999 Abady LLP Stifler Family Foundation Mr. & Mrs. Matthew Bender, IV John Winthrop Aldrich & Enterprise Holdings Foundation Strong Foundation of New York Amy & Tim Berkowitz Tracie Rozhon Estate of Marian O. Naumburg Sullivan & Cromwell Thomas & Nancy Berner Anonymous The Estee Lauder Companies Inc. The Sulzberger Foundation, Inc Anne Bienstock & Russell Gilmore Christopher & Patricia Jen Arndt Eugene and Emily Grant Family SUNY New Paltz Elizabeth Borden Elisabeth Bengtson & Matt Gillis Foundation Thacher Associates Richard & Patricia Brooks Richard S. Berry Farnsworth Middle School Building Unilever United State Foundation Mr. Gilman S. Burke Matthew Bialecki Association The Walbridge Fund, Ltd. Bertram & Barbara Cohn Mark Bierman & Genevieve Chow Finch Paper LLC The Warwick Conservancy Ben Crane Clark Binkley The Forestland Group The Wilderness Society D. S. Croyder David A. Black Friends of the Shawangunks Wildlife Conservation Society Barbara & Richard Debs Peter L. Bray & Bridget A. Reel Full Moon Farm William & Flora Hewlett Foundation Robert Delamater David Brittenham & The G. Unger Vetlesen Foundation William C. & Joyce C. O’Neil Claire Donohue Carolyn Summers Gap Giving Program Charitable Trust Daniel & Edith Ehrlich Douglas & Connie Brown Garden Club of Irvington William Penn Foundation Ann Elliman Charles B. & Charlotte Buchanan The Geraldine R. Dodge Foundation Winslow Foundation Paul J. Elston & Frances G. Beinecke Albert & Brenda Butzel Inc. Wintergreen Advisors, LLC George & Janet Felleman John P. Cahill Glynwood Center, Inc. World Wide Holdings Corporation Irvine & Elizabeth Flinn John Cannon & Alta Turner Golden Family Foundation Wyss Foundation Eugene & Emily Grant Jane Clark Chermayeff Goldman Sachs & Co. Matching Gift Graham Harrison Frank & Linda Chisari Program Benefactors $10,000 Marian S. Heiskell Donald P. Christian Graycliff Conservancy or Greater J.B. Henderson Vincent Clephas GrowNYC Anonymous (5) Glenn Hoagland Kathryn & Douglas Cochrane Guilderland Music Parents & Teachers Gil Butler Samuel G. Huber & Catherine Weiss Chip Collins Association Douglas Durst Allan W. Karp & Lisa Keith Paul E. Colucci Hawkins Delafield & Wood LLP Nathaniel Klipper Kenneth & Barbara Kaufman Gertrude Whitney Conner Homespun Occasions Samuel W. Lambert, III Felix Kaufman Richard & Roslyn Cunningham Hudson Highlands Land Trust Larry & Dana Linden Anna Marie & Stephen Kellen Robert & Priscilla Dannies, Jr. Hudson River Park Trust Valerie A. Mars & Philip M. White Philip & Catherine Korsant Brenda Davis Hudson Watershed Alliance Arnold Moss & Nancy Abraham Mr. & Mrs. Lars Kulleseid Elisabeth & Maruice DePicciotto IBM Corporation Jim & Mary Ottaway, Jr. David Lenefsky Malcolm S. Dorris International Forestry Investment Kim Elliman & Nicole Bourgois Peter Lloyd Noreen Doyle Advisors Martha Steinmetz Douglas & Sarah Luke, Jr. Helen Drutt English J. M. Kaplan Fund Larry & Wendy Rockefeller Brad Malt Jacqueline Dryfoos J.D. Moschitto & Associates, Inc. Robert & Eileen Rominger Jean & Claudio Marzollo Nancy P. Durr Jan Hird Pokorny Associates Anne Sidamon-Eristoff Mary McFadden & Lawrence Stifler Melissa & Daniel Eagan Jane Clark Chermayeff & Arthur & Lois Stainman Barnabas McHenry Paul Edlund Associates LLC Beatrice Stern Jason & Deborah McManus Richard Emery & Melania Levitsky KTR Capital Partners H. Peter Stern Richard & Ronay Menschel John & Margot Ernst Land Trust Alliance Lisa Stern Jim & Peg Miller John Evangelakos Lostand Foundation, Inc. Hume Steyer & Nanahya Santana Ward Mintz & Floyd Lattin Lucia & Jon Evans

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Nancy Evans Hays Mark Stern & Robin Holland Jean-Marie & Betty Eveillard James & Mimi Stevens Thank You To Our Supporters Susan Feder & Todd Gordon Roger & Lee L. Strong Renate Fersch Barkley Stuart & Ann Glazer Joel Filner Garret Stuck & Pamela Coravos Gary Finger & Liz Hoshinson James L. Terrill Kevin Finnerty Robert & Barbara Trelstad David K. Ford John & Diana Tully Bob Freeman Judy & Edward Van Put John P. Freeman Richard Warshauer Peter & Kathryn Fudge Michael Washburn & Eugenie & Brad Gentry Nancy Carmichael Mark & Mary Gibian Bob & Blaikie Worth Mark Ginsberg & Darby Curtis Linda Yang Susan Glickman Kingdon & Mary Gould, Jr. Friends $249 and Under Paul Guillaro Joan Aichele Jim and Mary Ottaway Marjorie L. Hart Jane Alexander Nancy & James Hays Allana Alexander Whether it’s going on safari to scout elephants Michele Hertz & Iska Alter & W.B. Long in Nepal or hiking around the Shawangunk Lawrence Friedman Nathan Altucher & Carol Marychild Joseph & Deborah Holland Tom Alworth Mountains in Ulster County, Jim and Mary James Hoover Scott & Kristin Andersen Ottaway describe their relationship with the Douglas Horne Colan Anderson Steven G. Horowitz Burt & Anna Angrist outdoors as “healing.” Jeffrey Huebner Anonymous (2) “The outdoors was a place I would go when Mark Izeman & Tanya Khotin John S. Antrobus I tired of the city and tired of travel,” says Jim Jocelyn Jerry Harvey & Elizabeth Applebaum Peter Kann & Karen Elliott Mr. & Mrs. Ronald R. Atkins Ottaway, a career newspaperman who has also Helene L. Kaplan Henry Atterbury traveled the world studying conservation and Bruce Kapler & Melissa Caro Jeffrey Barr Stephen & Belinda Kaye David R. Bartlem ecology in retirement. “I needed a sense of being Beverley Keith Ted Bartlett rooted in this community, and feeling connected Judith LaBelle Richard Beamish & Rachel Rice Robert LeBuhn Katherine Bentley to the land had a very healing quality for me. It Brooke Lehman Robert & Elinor Berlin restores a sense of wholeness and balance in my John Luongo Chris Bernabo Robert MacLeod & Frits Bernards life.” Steve Byckiewicz Olaf Gregory Bertram-Nothnagel A Hudson Valley resident since 1970, Peter C. March Christina Bethin Langdon Marsh & Ellie Putnam John C. Bierwirth Ottaway has also served as the treasurer of the Joseph & Kathleen Martens Janice & Martin Blaire Wallkill Valley Land Trust since 1987. He calls Mr. & Mrs. David Martowski Robert Blake Mr. & Mrs. Jonathan Marvel John B. Blenninger WVLT’s ongoing partnership with OSI—the Mary McNamara Tashjian Kerstin Block organizations teamed up to acquire 11.5 miles William H. & Sally B. Meadows Diana Boernstein Josephine A. Merck Allan Bornstein of trail in 2009 and plan to extend the Wallkill Richard & Joan Meril Harriet & David Borton Valley Rail Trail to nearly 24 miles long—one of Jennifer Metzger Carl & Norma Braun Yuki Moore Laurenti Gary Brazel & Suzanne Gentner his proudest accomplishments. Together, the two Charles & Sarah Morgan George & Dorothy C. Bredehorn organizations are giving the present and future Ken & Lindsay Morgan Steven Brenneisen & generations in the Hudson Valley the great gift of Peter A. Morgan Dara Perlumtter Joseph D. Moschitto Hal Brill & Joan Reisman-Brill the outdoors, he says. Marc Neves Douglas & Beatrice Broadwater “Any time of the year, you don’t have to leave Mr. & Mrs. Nelson Obus David Bronston & Patricia Brown Charles J. O’Byrne Lora & Kevin Brown the Hudson Valley to travel to a beautiful place,” Ralph W. Odell, Jr. James Bufalo he said. “We already live in one. Robert & Stephanie Olmsted Mr. & Mrs. Donald Bunk Susan & Craig Orchant Christopher Burgess Mary Ottaway grew up during World War David Paton Mr. & Mrs. George H. Buttler, III II and recalled spending much of her time Edward Petty Kristen K. Cady-Sawyer & Michael Phinney Vivian Sawyer outdoors, entertaining herself with long walks Barbara Pottish V.A. Carhart and her books. Samuel F. Pryor, III Lois Carswell John & Emily Rafferty Katherine Cary As an adult, she has photographed and painted Skip Rankin Jennifer & Patricia Cass many of the Hudson Valley’s scenic landscapes, Dan & Jean Rather Michael & Judith Cavalier John & Lynne Rathgeber Starling W. Childs, II and believes it is in these landscapes that we find David Redden Anne Cinquemani & Paula Lomasney not only peace, but also responsibility. Randolph Richardson, Sr. Thomas N. Clark, Jr. Avery & Monica Rockefeller, III William Clarke & Kristine Kelly “Conservation is about being aware and Denis & Laurie Ryan Bill & Pidge Collier responsible for where you live,” she said. “So many Arnold Saks Edward & Ann Comeau Tedd Saunders Geraldine Commrade people have put great efforts into preserving this Philip & Martha Scott Leslie & Theresa Concors valley. This is a very important time for groups Frank & Giovanna Seldin Eppie Convel like OSI to be doing this work.” Richard L. Sigal & Samayla Deutch Francis Coppa Scott & Tracy Sipprelle Danielle Cordella Jeffrey Slade & Ruth Diem Frank Costanza

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Jean-Paul Courtens & Jody Bolluyt Gerard Hoekstra Graham & Judith Cox Robert & Carla Horwitz Donald Cramer John & Karen Hubela Carol Czaja Nell & Bill Imperial Martina D’Alton Richard & Marianne Jackson Walter & Jane Daniels John Jamiolkowski & Jonathan Smith William & Matilda Davenport Kenneth & Nancy Johnson Wanda A. Davenport Tracy & Lucille Johnson Jacky Davis-Soman Rose-Marie Johnson Ralph De Groff, Jr. Ann Johnson & Jeff Haines Pierre de Rham Ann Kalmbach Nick De Stefano Richard J. Kammerer Thomas & Dorcas Deans Paul Kancler Wayne Dederick Joe Kazlauskas Paul DeLisio John Kelly Michael Devonshire Howard Kirschenbaum & Mary M. Sibyl Golden Lucile H. Dewart Rapp Gary M. DeWitt Rosalie Kleinberg As chairperson of the Black Rock Forest Preserve June Dinitz Courtney Kline and the Black Rock Forest Consortium, Sibyl Patrick Donahue & Koren F. Riesterer Scott Klion Golden has partnered with the Open Space Monroe Dorris Daryl & Kate Kojak James Doyle John L. Kolp Institute to help protect the same types of natural Ralph Drury Alice Krakauer areas she roamed as a girl. Laura Dull Nathan M. Kravis Russell Dunn & Barbara Delaney Michael Kuntson “I spent my summers as a child at my family’s Alexis Durham Leonie Lacouette house in the Catskills, and that is where I developed Roger A. Dziengeleski Robert & Lisa Laible a love of the outdoors,” Golden said. “Spending David Effron Stephen M. Lambert Jonathan Elwyn & Heidi Jellinghaus Roy Lamberton that time in the mountains made me love them.” Marsha L. Emerman Ed Lane Golden’s father, William T. Golden, created the Mr. & Mrs. Tom Evans Rose Lansbury Mary G. Ferraro Barry Lebost Black Rock Forest Preserve in 1989 to care for Michael Ferris Russell V. Lee and steward the 3,750-acre Black Rock Forest in Lawrence Fialkow Cara & Steve Lee Lisa & Gary Fields-Jacobson Louis LeFevre New York’s Hudson Highlands. He also created Bud & Gloria Finger Susan LeFevre & Janet Wilkinson the Black Rock Forest Consortium, which uses Henry S. Flax Mr. & Mrs. Edwin Deane Leonard the Forest for scientific research, education and Robert Fliegel Jean Lerner Carole Fortenbach Elizabeth Lesser conservation. Sibyl took over as the chairperson David & Judith Foster Harry & Ellen Levine of both in 2007, and has worked with OSI several Jerry & Phyllis Franklin Mr. & Mrs. David Lilburne, Jr. Guy & Allison Gabrielson Lenore Lindemann times in recent years on important conservation Eric & Michelle Gabrielson Paul Lumia projects. Amelia Gallagher Andrea Lurie OSI has protected more than 180 acres in the Victor & Carol Gallo Leonard & Susan Lyon William Gambert Laurence Lytton slender corridor between Schunnemunk Mountain Barry & Gloria Garfinkel Ralph Macchio State Park and the Black Rock Forest, where a Lisa Garvey Maggie MacDowell Peter Gates Bruce & Joan MacFarlane handful of parcels creates an important ecological Ernest Gehrer Cynthia J. Mackay corridor that connects the two preserves. Black H. Frederick Gehrlach Michael Maduras Rock and Schunnemunk provide habitat for bears, W. David & Larissa Gibson Judith H. Mage Eric Gidseg & Rebecca Walters Daniel M. Marazita bobcats, otters and other animals that travel from Deb Goldman Michael & Judith Margulies one preserve to the other. Elaine R. Goldman Claudia Marks Julie Goldscheid & Penny Damaskos Betty Marolla & Robert Gruetter “We know that many species of animals need Alfred Golustrom Rebecca Martin to roam, for food and to reproduce,” Golden Gallya Gordon Kathleen Martin & William Hueston David & Margaret Gordon Sally Mazzarella said. “OSI’s work has helped us provide a way for Seymour & Shirley Gordon David & Nanci McAlpin those animals to get across what had been an Lenore Greenberg Frederick McCandless unconnected gap.” Susan T. Greenstein Scott McConnell Alessandra Gregg Kevin McEvoy & Barbara Epstein As an adult, Golden still spends a lot of time Carey E. Gross Elizabeth McFadden & Arthur Chung outdoors. An avid hiker, she joined the prestigious John Grossbohlin Seth McKee & Ellen Butowsky Tim Guinee & Daisy Foote John & Elinor McKenna, Jr. Catskill 3500 Club by scaling each of the 35 peaks John & Jill Guthrie Caroline McLain over 35,000 feet in the Catskill Park. Glen Hait Andy McLaughlin “I started doing that just for variety, and then Eric Hamerstrom Sean McLaughlin Oliver L. Hamill Thomas McNamara I got hooked,” she said. “This part of New York Amy E. Hanninen Richard Mendelson is very important to me, and what I especially William L. Harris & Jo Anne Simon Jenny Meyer Eunice & Walter Hartmann Mihaly Mezei appreciate is that there is still a lot of protected Donna Hasbrouk Mr. & Mrs. Clarence F. Michalis land up there. These mountains are truly natural Jonitha Hasse Matthew Miczek wonders, and my hope is that they will remain as Fletcher Haug Edward Miller Reine Hauser William Miller, Jr. such forever.” Elizabeth Hester Marty Molitoris Alan & Anne Susan Heywood Clark Montgomery Thomas Hirasuna & Jean Hunter Marilyn Musielski

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Michel Negroponte & Joni Werhli Geraldine C. Schwartz Merlin & Janet Nelson Penny Scott Elizabeth & John Nickles Jeffrey Seidman Nicholas Nicoletti Joel & Joan Shaw Jeff & Andrea Noel Fumiko Shido Kathleen Nolan Robert Shulman Bernard & Shirley Novick Thorpe Shuttleworth Thomas Nozkowski & Joyce Robins Robert & Christine Shwajlyk Mary Jo Nutt Simon Sidamon-Eristoff Nicholas O’Brien Meryl Siegman & Ron Scapp Stephen & Wendy Offen Laurie & Jeffrey Silberfeld Anne O’Neill Mr. & Mrs. Thomas Silbiger Mr. & Mrs. Frederick Osborn, III Thomas & Linda Simms Peter O’Shea John L. Singleterry Edward & Lois Ostapczuk Barrett L. Smith & Susan B. Aaron Lisa W. Ott Margaret Smith-Burke Peter S. Paine, Jr. Lewis Steele Marcia Metzger J. David Parker, Jr. Keith Stewart Miriam Patton R. Gregg Stone Marcia Metzger is connected to the Open Space Larry & Eva Paul Edward Esty Stowell, Jr. Institute in more ways than one. Mary Ann Phibbs & David Straus As a former camper, Metzger was very relieved Marilyn MacBride Anthony & Diane Stropoli Xavier & Penelope Pi-Sunyer Joseph Stuart to read the news two years ago that OSI was Yvette Plotch Gregg Swanzey & Emma Sears protecting Camp Little Notch, a former Girl Scout Albert Poelzl Harry & Marjorie Sweet Richard Polich Orest Szul camp in the Adirondacks. Kenneth Posner Jesse Taylor She reached out to OSI recently after seeing Judith G. Pott Elaine Taylor Erica & Hector Prud’homme Harriet & John Temps new reports that the nonprofit Friends of Camp Elizabeth & Emerson Pugh Michael H. Testa Little Notch will be reopening the camp for girls Martin & Jeanne Puryear Mr. & Mrs. Edward D. Thomas this summer. Robert & Janet Quinn Mary & Vance Thurston Edwina & Allan R&all Helen A. Thurston & John Losk “This means a lot to me, obviously,” Metzger William Rawlyk Randy J. Tryon said. “I was very concerned when I found out the David Read Adele L. Tucker Eleanor C. Redder Joanna Underwood camp was being closed, and then I was so relieved John & Leslie Reed Mr. & Mrs. Ramsay W. Vehslage when OSI came up with a plan to help protect it. Jon & Ann Baker Reed Marianne Vernon Robert A. Reed Eric Wagner “Little Notch is a personal connection to my Judy Reichler Kishon Walker childhood, and you don’t want to see those go Ala Reid Rosemary Wallinger away.” Laurence Reilly Ed Walsh Ted Reiss & Robi Josephson E. Kirby & Ingrid Warren But Camp Little Notch is not the only tie that George Reskakis Jason & Shirley Warren Metzger shares with OSI. These days she works Pamela Resor Lewis Weinfeld Donna Rich Stephen Weinstein at the Martin Van Buren National Historic Site in Wayne Richter & Monica Raveret John C. Weiser Kinderhook, where OSI has protected nearly 1,000 Richter Nathaniel & Eugenia Wheelwright John Riebesell Grace & Peter Wilkie acres in the immediate vicinity of Lindenwald, the Carol Rietsma Mr. & Mrs. Morton D. Williams historic Columbia County home and estate of Van Chris & Deborah Rober Ross Williams David Rocco James & Elizabeth Williams Buren, the eighth president of the United States. Kris Rodriguez Michael Peter Wilson “It’s amazing, all things considered, that after 200 Thomas A. Romich Penelope P. Wilson years Lindenwald still has that rural character that Judith & Stephen Rose Shellie & Dean Winkler David Rosenbaum Jay Winslow & Margaret Panciera it enjoyed when Martin Van Buren was here,” she Roy Rosenstein Eric Wirth said. “I know it took a continued effort to keep it Andrew Rosenthal Wilbur L. Woods Susan Rothchild David V. Woolf as it is.” Michael Rotindo & Cynthia Teeple Yolanda Wu & Neil Platt OSI’s preservation work also allowed Roxbury John & Consuelo Rowan Mila Yamrone Mary & Rodney Runestad Donald Yanulavich Farm, which operates one of New York’s largest Paul Russell Mischa Zabotin Community Supported Agriculture (CSA) pro- Patrick Russell Daniel Zalewski grams, to find a home on 225 acres beside Maureen Sabo J. Philip Zand William & Gloria Sample Michael Zavardino Kinderhook Creek. John Sansalone Tamar Zinn Roxbury and other farmers in the area have David & Rebecca Santer Thomas Zoubek Arthur & Harriet Savage Tom Zoufaly & Elizabeth Szancer contributed greatly to the community’s enduring Ronald Savitski & Cleora Scott Kujawski character, Metzger believes. Anthony Scaringi Vicki Zubovic Barbara & Ronald Schade “It says a lot about this area that it has been Kenneth & Bonnie Scheer preserved as well as it has,” she said. “It’s great Sarah Schilling Bruce Schmidt that we have farmland that’s still being used as Robert Schmitt & Aaltje Ten Voorde farmland. “And we’re not talking about big agri- Kevin Schochat farms, we’re talking about CSAs. I like that.” Martha D. Schroeder Warren Schur Luise Schwabe

27 O p e n S p a c e I n s t i t u t e

Open Space Institute Board of Trustees and Staff

Board of Trustees OSI Staff 2011-2012

Officers Christopher J. Elliman Michael King Consultants John H. Adams President & CEO Conservation Finance Charles Burgess Chairman and Research Program Associate Robert K. Anderberg Stewardship Consultant Peter A. Bienstock VP, General Counsel Erik Kulleseid Chris Cardinal Vice-Chair VP & Director, Alliance for New Information Technology Consultant Susan Barbarisi York State Parks Caroline Niemczyk Director of Administration Eric Hamerstrom Vice-Chair Eileen Larrabee Easement Monitor Nate Berry Associate Director Edward A. Ames VP, Stewardship Alliance for New York State Parks Susan Kreeger Secretary Human Resources Consultant Jake Beinecke Paul McRae Paul J. Elston Program Analyst Accounting Associate Nicole Williams Treasurer Farm Viability Project Grants & Regrants Associate Jennifer Melville Tally Blumberg Grant and Loan Coordinator Trustees Senior VP, Programs Carol Ash Gillian Mollod Antonia Bowring GIS Specialist Susan Babcock VP, Chief Operating Officer Elizabeth Borden LoriJeane Moody Pati Canseco Dale Bryk Senior Grants Writer Land Program Associate Gilman S. Burke Susan Morningstar Pam Drzewiecki John Cahill External Affairs Coordinator Administrative Assistant T. Jefferson Cunningham III Terrence Nolan Holly Hegener Cummings Samayla Deutch VP, Land Conservation VP, Senior Counsel J. Matthew Davidson Emily Offen John L. Ernst Paul Elconin Development Associate Stewardship Coordinator & Joshua Ginsberg Mid-Hudson Land Steward Jerry Polner Jeremy Guth Accountant Samuel Huber Jeff France Office Manager Nekenasoa Randresihaja Felix Kaufman Program Associate Samuel W. Lambert III Alix Goelet External Affairs Associate William Rawlyk Yuki Moore Laurenti Mid-Atlantic Field Coordinator Valerie Anne Mars Joe Holland Honorary Trustee Controller Stuart Root Catskills Project Manager W. Barnabas McHenry Peter Howell Katherine O. Roberts Executive VP, Conservation Linda Rosenthal Paralegal Hume R. Steyer, Esq. Finance & Research Programs Patricia F. Sullivan Marc Hunt Jeff Simms Credit Director & Southern Communications Coordinator Appalachians Field Coordinator Lesley Kane Szynal Gareth Jones Outdoors America Director Outdoors America Associate Katie Stone Laura Keslosky Land Project Manager, Associate Counsel Assistant Counsel Abigail Weinberg Conservation Research Manager

28 Ways To Help

The Open Space Institute thanks all of you who help to make the vital work of land conservation possible. Our shared vision for the future means that the stories on these pages are just as much yours as ours. Thank you for your generous and ongoing support.

1 Contributions Make a tax-deductible contribution to OSI, in the form of cash, stocks, mutual fund shares or donor-advised funds for operating support, capital project support, tributes or special occasions or commemorative gifts for memorials. Use a credit card to conveniently donate online at www.osiny.org/donate.

2 Estate Planning Consider making a legacy gift by including OSI in your estate planning.

3 Real Estate Make a contribution of land, easements, or stewardship grants to OSI through an outright gift, a will, or by naming OSI as a beneficiary of a charitable lead or remainder trust.

4 Employer Matching Gift Many companies will match your donation. Send your employer’s matching gift form to OSI along with your donation.

5 Payroll Deduction Consider a convenient payroll deduction through EarthShare and the Combined Federal Campaign. OSI is a member of EarthShare and would like to thank those individuals and families who have supported our work through the payroll deduction plans offered by EarthShare.

For more information, please contact Tally Blumberg, Senior Vice President of Programs, at 212.290.8200, ext. 228.

1350 Broadway, Suite 201 New York, NY 10018-7799 Tel: 212.290.8200 Fax: 212.244.3441 www.osiny.org

Design: Jeffrey Jenkins, Jenkins & Page, NYC • Editor: Tally Blumberg • Copy Editor: Sally Atwater • Writer: Jeff Simms

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