LEGACY FOUNDATION ANNUAL REPORT 2017

IWF Northern California Legacy Foundation 1 iwfnorcal.org/legacy TABLE OF CONTENTS

Letter from Our President 3

Mission Statement 4

Leadership, Impact, Connectivity 5

How We Engage 6

Legacy Partnership Project 7 Year Up 8 Girl Scouts Northern California 12

Donors 16

Leadership 17

Board Members 18

Leader Spotlight: Barbara Creed & Sue Sprunk 20

Looking Ahead ...... 21

IWF Northern California Legacy Foundation 2 iwfnorcal.org/legacy Letter from Our President

We are delighted to present our inaugural IWF Northern California Legacy Foundation Annual Report for 2016–2017. In 2014, the Legacy Foundation was re-launched under the leadership of Barbara Creed and Sue Sprunk. Following a survey of over 30 IWF NorCal members, the Legacy mission was redefined as working “to improve the status of women and foster the development of future women leaders.” As part of our mission, we launched the Legacy Partnership Project to identify members of our community who are focused on advancing women and developing future leaders. Based on nominations submitted by IWF NorCal members, we interviewed potential candidates and selected up to three finalists. Our donors actively participated by voting and selecting our partners, who are currently Year Up and Girl Scouts of Northern California. We are pleased to share highlights of our two partners in this 2016-2017 Annual Report. In 2017, we have focused on refreshing our mission and defining the key tenets of our strategy as:

• Leadership: Advance and inspire leadership of women and girls in our community • Impact: Make measurable impact for our community partners, with deep engagement and mutual accountability. • Connectivity: Engage IWF NorCal members by providing meaningful ways to give their time, talent and treasure.

This report will present how we are fulfilling our mission and finding meaningful ways to engage IWF NorCal members through their philanthropy, experience and wisdom. Your important contributions range from mentoring, sharing experiences and wisdom from our IWF NorCal leaders and your generous donations. We are excited about the future and how we will impact our communities. This would not be possible with your commitment. Thank you for continued support as we continue this journey… you are making a difference.

IWF Northern California Legacy Foundation 3 iwfnorcal.org/legacy Mission Statement

Our mission:

The Legacy Foundation works to improve the status of women and foster the development of future women leaders.

IWF Northern California Legacy Foundation 4 iwfnorcal.org/legacy Leadership, Impact, Connectivity

The key tenets of our strategy to support our mission are:

LEADERSHIP IMPACT CONNECTIVITY Advance and inspire Make measurable impact for Engage IWF NorCal members leadership of women and our community partners, with by providing meaningful ways girls in our community. deep engagement and mutual to give their time, talent and accountability. treasure.

IWF Northern California Legacy Foundation 5 iwfnorcal.org/legacy How We Engage

The success of the Legacy Foundation is the result of how IWF NorCal members have engaged through the years. It is not only due to the generous donations of our members, but also the sharing of wisdom and experiences as preeminent leaders in our community. The Legacy Foundation is diversified in terms of our reach across philanthropy, experience and wisdom.

PHILANTHROPY EXPERIENCE WISDOM Donations X Legacy Partnership Project X X X IWF Fellows X X X Mentoring X X Speaking Engagements and Panels X X Oral Histories X X Early IWF NorCal Leaders X X

IWF Northern California Legacy Foundation 6 iwfnorcal.org/legacy Legacy Partnership Project

The Legacy Partnership Project was established in 2015 to directly benefit women in the greater Bay Area through partnerships with established non-profit organizations who align with our mission to improve the status of women and foster the development of future leaders. The Legacy Foundation offers selected partners financial support while also leveraging IWF NorCal members’ talents and skills. The Legacy Foundation Board considers prospective partners for a three- year commitment. Candidate organizations submit a detailed questionnaire and financials, and propose how IWF NorCal can help them fulfill their mission. Following interviews, the Legacy Foundation Board selects three finalists, and IWF NorCal members who have made a donation vote on the finalist candidates. The selected organization is announced at the annual meeting. The Legacy Foundation is proud to currently partner with two organizations: Year Up and Girl Scouts Northern California.

IWF Northern California Legacy Foundation 7 iwfnorcal.org/legacy Robert and Lisa Margolis Family Barry Sternlicht* Lisa and Richard Cashin Individuals & Foundation John and Jill Svoboda Margaret and Paul Chisholm* Year Up’s Opportunity Society is a community of philanthropic individuals and Utay Family Foundation L and J Weiner Foundation Connolly Family Foundation families who believe in the potential of our young adults and are committed to closing Tona and Robert White Elizabeth and Kent Dauten Legacy Partnership Project the Opportunity Divide in this country. Society members understand the stark reality FAMILY $250,000 - $499,999 Cheryl and David Duffield that while talent is equally distributed, opportunity is not. They share hope and a vision Anonymous $50,000 - $99,999 Gina Catalano and T. Yates Exley Maureen and Tim Dibble** Kristine and John Bradley* Lauren and Brian Frank* of a future in which every young adult has access to the education, experiences, and FOUNDATIONS Mary and Paul J. Finnegan* Kate and Gerald Chertavian** Gannon Family Charitable Foundation* guidance required to realize their true potential. John Stanton and Terry Gillespie* Shelby Cullom Davis Charitable Fund, Geoffrey and Vicki Gold The Laffont Family Foundation Cully Davis Meg and Bennett Goodman 1,000,000+ Sartain Lanier Family Foundation Inc* Janie and Peter Drittel Michael Stone and Patricia Grodd Anonymous Launched in 2016, the Opportunity Society welcomes any donor who gives $1,000 or Stephanie and Brian Spector* Bill and Jackie Egan Jeanine and Patrick Hackett Abigail and Joseph Baratta more in a fiscal year. Investments made by society members enable Year Up to serve Pam and Alan Trefler* Nina and David Fialkow* Leslie and Nick Hanauer Foundation Anita and Joshua Bekenstein** Finnegan Family Foundation Hazard Family Foundation many more young adults, maintain high-quality program delivery, and support successful Sandra and Paul Edgerley* $100,000 - $249,999 Katherine and William Green Sarah and Adam Hofstetter outcomes for our talented students. Garrett and Mary Moran Anonymous (2) Guernsey Family Charitable Fund Barbara and Amos Hostetter* One8 Foundation** The Jeffrey H. and Shari L. Aronson John Keller Christine Kessler 250+ O. Wayne Rollins Foundation Family Foundation Susie and John King Kissick Family Foundation Special Melinda and Paul Pressler CORPORATE The Cantor Family: Eric and Ana Cantor, The Lovett-Woodsum Foundation Susan Crown and William Kunkler* Annual Lori Laitman and Bruce Rosenblum** Invitations to Invitation to Lori and Josh Capon, and Patricia Arlene and Reuben Mark Robert and Arlene Kogod PARTNERS The Salem Foundation** Meadow Elizabeth and John McQuillan** Family Foundation* Giving Opportunity Impact Tour Barbara and Edward Shapiro Shelby Cullom Davis Charitable Fund, Melissa and Keith Meister Mary and Kevin Madden Invitations to Society Events Personal with Year Up Unique Gillian and Robert K. Steel Victoria Davis Nosler The OXL Foundation Bartley J. Madden Foundation The Wagner Foundation* Levels & Electronic Local Events and Updates Invitation to Executives and Naming/ Mary and Michael Carpenter Tim and Lynne Palmer Mr. and Mrs. Stephen Mandel, Jr. Wilson Sheehan Foundation Recognition in Quarterly and Group Site Personalized from Year Up Annual “State Community Recognition Jill Davis and Ed Conard Erica and Ted Pappendick Bhikhaji Maneckji Benefits Mary Jane and Glenn Creamer* Kendra and Erik Ragatz* Judy Miner* Annual Report Updates Tours Site Tours Leadership of the YUnion” Leaders Opportunities $500,000 - $999,999 The Gray Foundation Stacey and Paul Ollinger Anonymous Ann and Lee Hobson $25,000 - $49,999 Sue and Bill O’Malley* Kayne Foundation, Ric and Suzanne Member Kristen and Alexander Klabin Anonymous (2) O’Shea Family Foundation 3,600+ Kayne, and Jenni, Maggie, and Saree Jeannie and Jonathan Lavine The Abrams Foundation* Anne Peretz** $1,000 - $4,999 The Klarman Family Foundation • • YOUNG ADULTS Mannion Family Foundation** Sam and Angie Allen* Amy and John Phelan* Year Up Richard K. Lubin Family Foundation Mooney-Reed Charitable Foundation* Michelle and Robert Atchinson Cecilia and Dan Regis* Nancy and Richard Lubin, Emily and SERVED ANNUALLY Karla Pena Pauline and Robbie Bach* Elizabeth and Andrew Spokes* Bronze Greg Woods, Kate Lubin and Glen Sutton Gary W. Rollins Foundation Barton Family Foundation $5,000 - $9,999 Year Up empowers low-income• young• adults• to go Dan Springer Lee M. Bass from poverty to professional careers in a single year. Silver *Indicates Supporter who has given consecutively for the last five years ** Indicates Supporter who has given consecutively for the last 10 years or more $10,000Year Up - $24,999 closes the Opportunity Divide, connecting young adults who need• opportunity• with companies• • who needGold their talent. 90% $25,000 - $49,999 Year Up is a national organization• •operating in• 20 cities, • • EMPLOYED/ENROLLED IN partneringPlatinum with 250+ companies, and serving 3600+ POST-SECONDARY EDUCATION Donor $50,000young - adults $99,999 annually•. • • • • •(2016 GRADUATES) SPOTLIGHT Sapphire $100,000 - $249,999 As the first chairman of the JOHN KING • • • • • • • board of Year Up National Diamond Capital Region, John King led the board for 10 years. After over ten years of attending graduations, I still love seeing our $250,000+ • • • • • $18.90• • • In this role, John helped Year Up National Capital students simultaneously cross the stage and the Opportunity Divide! AVERAGE STARTING WAGE Region expand, through Year Up investors who have given $1,000,000 or more in theirPER lifetime HOUR Founder’s a college partnership, for No other youth development program can match our outcomes. are welcomed into the Founder’s Circle. Founder’s Circle(2016 members GRADUATES) a total of four Learning receive all of the benefits of the Diamond level plus exclusive Circle Communities in the market. opportunities to engage with thought leaders contributing to $1,000,000+ John King closing the Opportunity Divide. 27 Betting Big on Year Up Individual & Family Foundations 28 IWF Northern California Legacy Foundation 8 iwfnorcal.org/legacy Legacy Partnership Project

Opening its doors in 2008, Year Up Bay Area offers a one-year, intensive training program that provides low- income young adults, ages 18–24, with a combination of hands-on skill development, coursework eligible for college credits, corporate internships, and wrap-around support. Training takes place on campuses in San Francisco, Silicon Valley (San Jose) and Diablo Valley (Pleasant Hill). Year Up Bay Area’s corporate partners include technology leaders like LinkedIn, Salesforce, Google and Facebook, as well as long-standing leaders Kaiser Permanente, Blue Shield of California and Charles Schwab.

• 50+ corporate partners • 3 training campuses (San Francisco, San Jose, Pleasant Hill) • 1880 young adults served • 88% of graduates employed/enrolled in post-secondary education

IWF Northern California Legacy Foundation 9 iwfnorcal.org/legacy Legacy Partnership Project

I’m always surprised when Year Up graduates say I have Year Up Bay Area was selected as an IWF Northern California Legacy Partner touched their lives because they have really touched mine. Their determination to change their in January 2016. IWF NorCal member Kirsten Wolberg serves as a board member circumstances is so inspiring. I’m only helping and nominated Year UpCORPORATE as a Legacy Partner. facilitate them changing their own lives—they come, PARTNERS they don’t let circumstances stop them, and they conquer. HOSTING The $10,000 Legacy Foundation3 OR MORE grant was used to underwrite core programming Fran Burchman Vice President and Group Manager, for Year Up Bay Area classINTERNS 16 (graduated January 2017) and class 17 (graduated July US Trust, Bank of America Private Wealth Management 180+ 2017). With 100% of qualified students placed in six-month internships and enrolled In addition to better equipping our young adults, the launch of our Product Catalog also provides CORPORATE incredible value for our corporate partners in need in training, class 16 has shown promising results (class 17 results not yet available). of entry-level talent. This standardized training PARTNERS curriculum is an important evolution that enables us to respond nimbly to market demand, facilitates HOSTING efficient growth of our training, and provides leading companies with a consistent experience no matter 10 OR MORE where in the country they host a Year Up intern. INTERNS We will regularly review and update the Product Catalog, using labor market trends and industry 50+ Corporate analysis to build training that best prepares our young Class 16 Outcomes (four months post graduation) adults for roles that are in high demand, ensuring that HIGHLGHTS we are teaching the skills that our partners find most important, based on their evolving needs. OF INTERNS We began this dynamic approach in 2016, using  90% employed/enrolled in post-secondary education partner feedback to expand and innovate our program HIRED BY offerings, piloting new training to serve roles in INTERNSHIP Healthcare Administration, Data Analytics, Accounting, Personal Banking, Salesforce Administration, and H O S T Reference Data. Additionally, in partnership with State  $22.94 average starting wage per hour Street, we continued our test and exploration of an COMPANY employer-based channel, welcoming a first class of Financial Operations students to State Street’s Quincy 42% location in October.

We are grateful to be able to collaborate with our forward-thinking corporate partners to open doors to new career pathways for our young adults. Corporate Highlights 12 11 Betting Big on Year Up In 2016, IWF NorCal and Year Up hosted a “Meet & Greet” and IWF NorCal member Christi Haley Stover hosted a “Women in Tech” panel for Year Up students. Entering 2017, IWF NorCal and Year Up officially launched a six-month mentoring program for Year Up staff based in San Francisco and Silicon Valley. Seven IWF NorCal members volunteered to serve as Year Up mentors. Together, mentors and mentees discussed career steps and strategies for leading change management and difficult conversations.

IWF NorCal Mentors Pam Baker Aparna Bawa Beth Devin Christi Haley Stover Sheri Barden Meg Crofton Loretta Doon

IWF Northern California Legacy Foundation 10 iwfnorcal.org/legacy Legacy Partnership Project

Pam (Baker) and I are going to start looking at the 4–5 areas where I feel I’d like to build out additional leadership skills. I have found Pam to be a great person to bounce ideas off of. I especially like that she can have a totally different read on what we’re discussing, yet everything she says is truly helpful. —Lori Quinn Year Up Bay Area, Director of Development Mentored by IWF NorCal member Pam Baker

I’m working with Meg (Crofton) on how I can further my career and education. Meg has been a great resource and plans to connect me with some of her non-profit colleagues. Learn More about Year Up Bay Area —Eliza Skinner Year Up Bay Area, Associate Director of Development, External Relations Connect via Social Media Mentored by IWF NorCal member Meg Crofton

Year Up 2016 Annual Report

IWF Northern California Legacy Foundation 11 iwfnorcal.org/legacy Legacy Partnership Project

Girl Scouts of Northern California

Girl Scouts’ mission is to build girls of courage, confidence, and character, who make the world a better place. As the preeminent leadership development organization for girls with programs from coast to coast and across the globe, Girl Scouts offers every girl a chance to practice a lifetime of leadership, 2016 adventure, and success. ANNUAL REPORT Girl Scouts believe in the power of every G.I.R.L. (Go-getter, Innovator, Risk-taker, Leader)™ to change the world.

IWF Northern California Legacy Foundation 12 iwfnorcal.org/legacy Legacy Partnership Project

Girl Scouts first came to California in 1917. One of the largest councils, Girl Scouts of Northern California serves 44,000 girls (ages 5–17) in 19 counties. While the majority of these girls participate through traditional pathways of summer camps and volunteer led troops, Girl Scouts also offers innovative programs to meet the needs of our community’s most vulnerable girls.  Marina Park, CEO of Girl Scouts of Northern California and IWF NorCal member 44,000 GIRL MEMBERS 29,000 ADULT VOLUNTEERS

NEARLY 3,800 VOLUNTEER-LED TROOPS

IWF Northern California Legacy Foundation 13 iwfnorcal.org/legacy Legacy Partnership Project

Girl Scouts of Northern California was selected as an IWF Northern California Legacy Partner in January 2017. IWF NorCal member Robin MacGillivray serves as a board member and nominated Girl Scouts as a Legacy Partner; IWF NorCal member Marina Park is the CEO of Girl Scouts of Northern California. The $10,000 Legacy Foundation grant is specifically being used to expand Girl Scouts’ Got Choices program in San Francisco and Alameda counties.

Got Choices is a prevention and intervention program for high-risk girls involved Leadership and teambuilding experiences spark in the juvenile justice system. The program is designed to reduce risky behaviors, change when Got Choices girls meet teens from all increase protective factors, and support positive decision-making. Girls receive a safe over Northern California at leadership events like Camp environment and extensive support through relationship building, health education, CEO, where girls connect with women executives and creative expression, community service, and life skills training. challenge themselves in activities like the ropes course. Last year, Got Choices reached 931 girls, empowering the most vulnerable girls in our community to improve the trajectory of their lives. IWF NorCal has adopted the Alameda County Juvenile Detention Center site, where girls participate in Got Choices year-round.

IWF Northern California Legacy Foundation 14 iwfnorcal.org/legacy Legacy Partnership Project

It [Got Choices] helped me when I wanted to just give up. —K., Got Choices graduate

Being a part of the Got Choices program has helped me develop better communication skills and be able to deal with different types of people. Got Choices has also helped me build my self-confidence. I was able to develop a sense of self value. —Got Choices participant

Learn More about Girl Scouts of Northern California

Connect via Social Media

Girl Scouts of Northern California 2016 Annual Report

IWF Northern California Legacy Foundation 15 iwfnorcal.org/legacy We want to thank the IWF NorCal members who have generously donated to the Legacy Foundation from 2014 through early 2017. Through their philanthropy, we have been able to support our two Donors outstanding partners: Year Up and Girl Scouts of Northern California. The asterisk (*) indicates members who have donated in multiple years, from 2014 through early 2017.

Barbara Adachi* Linda Cyrog* Sara Holtz* Susan Morse Denise Allen* Belva Davis* Bobbie Sue Hood* Marina Park* Kathy Anderson* Beth Devin Joanne Howard Roslyn Braeman Payne Eva Auchincloss* Loretta Doon Glenda Humiston* Marion Peters, M.D.* Sheryl Barden Candice Eggerss Judith Johnson* Elaine Petrocelli Rebecca Barfknecht* Cynthia Ann Eisenberg* Kathryn Johnson Mary Jo Potter Lydia Beebe Dori Ellis* Pamela Joyner Toni Rembe Mary Bersot Jenny Erwin* Barbara Kamm Patricia Salber Marianne Briscoe* Darla Flanagan* Heather Kitchen Cailean Sherman Denise Brosseau* Sandra O. Floyd Ellen Lapham Clare H. Springs Aimee Brown Paola Gianturco Marcia C. Linn* Susan V. Sprunk* Karen Brown* Nancy Glaser* Robin MacGillivray Van Ton-Quinlivan* Kathleen Burke* Linda Graebner Amy McCombs Marsha Vande Berg* Maryles Casto Mary Gray-Reeves Carol McLaughlin* Kirsten Wolberg Eleanor Chang* Nannette Griswold* Nanette Lee Miller Kit Yarrow* Anne Chermak Dillen Nina Gruen Constance Moore Wendy York-Fess Linda Hawes Clever Donna Hall Linda Moriarty Karen Zehring* Mary Cranston Adele Hayutin* Jodi Morris Barbara Creed* Susan Cook Hoganson* Suzie Woodward Morris*

IWF Northern California Legacy Foundation 16 iwfnorcal.org/legacy Leadership

Alone we can do so little, together we can do so much. —Helen Keller

IWF Northern California Legacy Foundation 17 iwfnorcal.org/legacy Board of Directors

“The world needs strong women leaders. “The Leadership of the Next Generation Through Legacy, we have the opportunity is in our hands.” to build the next generation of women leaders.” Cindy Eisenberg Barbara Adachi Vice-President President

“As other women invested in me, I want “I love the leverage that Legacy to invest in the next generation of provides. We can identify and support women leaders. Legacy enables this, and organizations with proven programs to through the power of the IWF community, advance the lives of women and girls.” multiplies the effect.” Moira Dowell Susan Sprunk Treasurer Secretary

IWF Northern California Legacy Foundation 18 iwfnorcal.org/legacy Board of Directors

“I am passionate about helping girls and “We need to work even harder to ensure more women become leaders, having their girls and young women from all backgrounds voices heard and the diversity of their ideas have the tools to become leaders.” welcomed.” Susan Hoganson Kathy Anderson

“I believe that women and girls are the best investment opportunity of our lifetime.” Jodi Morris

“I believe our purpose in life is to lift each “Please meet my god-daughter, Kalyn Taebin other up. There’s such joy in being a part of Lee-Swenson. She and seven-year olds like her another woman’s achievements.” are our future. The Legacy Foundation is about their future, and ours.” Christi Haley Stover Marsha Vande Berg

IWF Northern California Legacy Foundation 19 iwfnorcal.org/legacy Leader Spotlight: Barbara Creed & Sue Sprunk

The IWF Northern California Legacy Foundation began in 1990 under the leadership of Diane Winokur and Fran Streets who established the groundwork to create a legacy that could be passed to the next generation of leaders. During their tenure, the Legacy Foundation sponsored several IWF Fellows and created five Oral Histories highlighting pioneering women leaders. In 2014, Barbara Creed and Sue Sprunk refreshed the Legacy Foundation’s purpose by establishing a new direction for the organization known as the Legacy Partnership Project. “Legacy provides an important way for the IWF NorCal membership to give back in a collective way to our community,” per Barbara Creed. Today, in 2017 we have a vibrant partnership with Year Up and Girl Scouts of Northern California where our IWF NorCal members are making a visible impact. In Sue Sprunk’s words, Barbara Creed “We have found that members benefit from their relationship as much or more than the beneficiaries do.” As we look to the future and growing the Legacy Partnership Project, Sue says “We need to learn from each partnering organization and continue to evolve into an increasingly more effective sponsor.” Barbara agrees that we need to continue communicating to IWF NorCal members the “gift of Legacy and the dimensions in which Legacy gives back to our members and the important benefits that Legacy provides to our Bay Area communities.” Thank you to Barbara and Sue for their vision and leadership in creating this opportunity for our IWF NorCal members and the Legacy Foundation to make a difference in our community.

Sue Sprunk

IWF Northern California Legacy Foundation 20 iwfnorcal.org/legacy Looking Ahead

With a committed leadership team and renewed focus on our priorities of Leadership, Impact and Connectivity, we are well positioned for 2018 and beyond. Our focus in 2018 will be to define the critical success factors for the Legacy Partnership Project, ensuring accountability from the Legacy Foundation and our partners. In 2018, we will reinvest in our two current partners, Year Up and Girl Scouts of Northern California. We will also begin the selection process for a new partner, as Year Up completes their three-year partnership agreement. We would like to thank you for your continued support of the Legacy Foundation—through your gifts of time, talent and treasure. Because of you, our future is bright and we look forward to continuing our mission of improving the status of women and fostering the development of women leaders. Thank you

IWF Northern California Legacy Foundation 21 iwfnorcal.org/legacy with your IWF NorCal peers, and leverage your employer and other unique ENGAGE resources in support of the Legacy Foundation and our partners

VOLUNTEER to support Legacy Foundation events and our partners

DONATE to the Legacy Foundation annually DONATE

MENTOR an emerging young female leader through our Legacy Foundation partners

ATTEND the annual Legacy Foundation Celebration RSVP

iwfnorcal.org/legacy