2008 – 2009 Annual Report to the Region

REPORT TO THE REGION THE FOUNDATION FOR APPALACHIAN OHIO Enhancing Quality of Life by Creating Educational Opportunities

ANNUAL REPORT APPALACHIANOHIO.ORG FALL 2008-FALL 2009

Dear Friends of Appalachian Ohio: Fiscal year 2008-2009 marked the Foundation for Appalachian Ohio’s first decade As we spent time with people like you, people who care about Appalachian of service. As we celebrated the strong foundation built by many visionary stewards, Ohio, we began to really clarify our vision and understanding of how FAO could we realized the significance of the role we share with all of you. As people who care serve the region over the coming decade. Our vision is simple: every child in about Appalachian Ohio, we all are the Foundation’s present stewards. Together, Appalachian Ohio will have access to the educational opportunities necessary we hold the great responsibility of utilizing the unique assets FAO provides to for success. Our role is to attract, leverage and deploy the resources and gifts, leverage the greatest amount of good possible – today and beyond our lifetime. making this vision reality. Some of the gifts needed are monetary, some will come Rather than “pausing” to reflect on the past, we celebrated ten years of success by in the form of support, others will come to build confidence and high expectations. “springing” into a visioning process, anticipating all the Foundation can accomplish Below is an overview of the initial strategies the Foundation will be implementing over its next ten years. in the coming fiscal year (2009-2010) to further our vision. In meetings, small and large, we have presented the vehicle we believe FAO could As you read this year’s report, see how the power of the vision we established be for creating educational opportunities, and then we listened. As we listened, together has already led to the creation of many new educational opportunities we quickly understood: because of FAO’s approach, Appalachian Ohio has – school funds and scholarships, significant expansion of the ICAN! Contest and unprecedented opportunity to leverage educational investments and transformation awards programs, creation of “on wheels” ICAN! programming and a variety of of a significance and scale never before experienced in Appalachia. As one part- opportunities that are truly meaningful to local communities and citizens. We ner said, “Because of the role FAO can play to help people accomplish what they are off to an incredible start because of your support. We appreciate all you have already aspire to do, I believe I may live to see poverty significantly reduced in done and all you are preparing to do. We offer this report as a heartfelt “thank you” Appalachian Ohio.” and an open invitation for your continued partnership.

Sincerely,

Cara Dingus Brook, President & CEO Jennifer Simon, Board Chair on behalf of FAO’s staﬀ team on behalf of FAO’s Board of Trustees

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OUR EDUCATIONAL INVESTMENT STRATEGY

4)"3&%7*4*0/: Every Child in Appalachian Ohio Has Access to Educational Opportunities Needed for Success VISION

1 2 3 4 5 INSPIRE CONFIDENCE SUPPORT EDUCATORS, HELP FAMILIES GROW AND LEVERAGE PARTNER WITH OTHERS IN THE YOUNG AND ESPECIALLY TEACHERS PREPARE FOR EDUCATIONAL TO STRENGTHEN THE “YOUNG AT HEART” EDUCATIONAL SUCCESS PHILANTHROPY INFRASTRUCTURE OF EDUCATIONAL SUCCESS

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The I’m A Child of Appalachia Network (ICAN!) is a group of ICAN! donors supportingICAN! achievement of our shared educational vision INSPIRING SUCCESS IN YOUTH AND...

Child of Appalachia® Contest In 2006, the Child of Appalachia® Contest The Foundation for Appalachian Ohio sponsored the first Child of Appalachia® Contest in 2006, a strategic provided a total of 10 awards. initiative aimed at enabling our region’s youth to focus on their ability to succeed. The contest promotes In 2009, the Contest is able to provide a classroom and family conversations across the region with positive messages, instilling the mindsets and confidence necessary for success. The contest leverages multiple benefits, including learning opportunities total of 384 awards. for students, grants to current teachers to support creative curriculum development efforts and promoting community pride and successes. 2008-2009 Child of Appalachia® Contest: The prompt for the 2008-2009 essay contest asked students to write about the people who have been positive influences in their lives and how they hope to have a similar impact on others. Over 2,600 students across the 29 counties of Appalachian Ohio submitted entries. The contest is achieved through collaboration of the ICAN! network, including corporate and individual sponsors, educational institutions, and support from partners and volunteers.

The Foundation greatly appreciates Muskingum College faculty and students for their time and commit- 5PQXJOOFSTPGUIF$IJMEPG"QQBMBDIJB¡$POUFTU ment to the review process of the essays and recognize the generous sponsorship from American Electric UI"EBN%BVHIFSUZ ,FFOF&MFNFOUBSZ $PTIPDUPO$PVOUZ Power Ohio and Edward Jones for making the student and teacher awards possible. UI"CJHBJM4JEFST 4PVUIWJFX&MFNFOUBSZ +BDLTPO$PVOUZ Exciting News UI.BUU.D$PNBT 'BJSMBOE.JEEMF4DIPPM -BXSFODF$PVOUZ UI(BCSJFMMF.PPSF 6OJPO-PDBM.JEEMF4DIPPM #FMNPOU$PVOUZ The 2009 Child of Appalachia® Contest is celebrating an expansion, to include an additional grade level and UI;BDI.BFO[ 4BMFN+VOJPS)JHI4DIPPM $PMVNCJBOB$PVOUZ signiﬁcant increase in prize opportunities. As a result of American Electric Power’s support, the Foundation is adding a poetry component for regional 9th grade students in honor of 2009 I’m a Child of Appalachia® honoree, Ora E. Anderson, renowned writer and naturalist. The increased prize opportunities include $50 educational savings awards for winners in EACH of the 32 counties and $500 for the teachers of winning Thank you to Grange Insurance for printing the 2008 Child students made possible through the generous partnership of the Walmart Foundation and Edward Jones of Appalachia® Contest booklet containing the top 40 essays. representatives from the 32 county region of Appalachian Ohio.

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...THE YOUNG AT HEART

2008 Event and Honorees The Foundation for Appalachian Ohio held its Ten Year Anniversary Celebration at the Governor’s Residence on National Philanthropy Day. Over 400 guests gathered on the lawns and portico to hear 51% of Appalachian Ohio students local musicians, taste regional cuisine and network with others who share a passion for the region. are ﬁrst-generation versus 40% of their Two of the region’s favorite Bluegrass bands, The Steve Free Band and The Joe Freeman Band, wrote Non-Appalachian counterparts. and performed original songs in honor of the Foundation and its I’m a Child of Appalachia Program. Last year’s honorees, Senator John and Annie Glenn, were also on hand to welcome and introduce the Governor and First Lady as the Foundation’s 2008 Child of Appalachia honorees and the event was a tremendous success! “When you grow up in small town southern Ohio, you see what people are capable of every single day. While 5IF+PF'SFFNBO#BOEQFSGPSNFEBOPSJHJOBMTPOHJOIPOPSPG UIF'PVOEBUJPOT5FO:FBS"OOJWFSTBSZ *NB$IJMEPG"QQBMBDIJB there’s never been any shortage of ability in the place I 8SJUUFOCZ+PF'SFFNBO .VTJDCZ1IJM0TCPSOF call home, we have to make sure there’s no shortage of opportunity. The best way we can do that is to support I’m a child of Appalachia, where we all respect the land,“Can you help me?” asks my neighbor, and educational eﬀorts like the Foundation for Appala- I say you bet I CAN. chian Ohio that feed the imagination and unlimited Dream big and you’ll become it, oh that’s the path we trod, potential of our students.” Do justice, love kindness and walk humbly with your God. Ted Strickland, Governor -lyrics from “I’m a Child of Appalachia”

Current and Past Honorees

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“There’s no doubt in my mind that our young people can accomplish anything if they know how much we believe in them and if we give them a chance to pursue their dreams. The Foundation for Appalachian Ohio helps us do just that. “

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2 The Foundation for Appalachian Ohio CREATING SUCCESS

“We realize increasing educational opportunities is vital to economic success and quality of life,” said Jennifer Simon, FAO Board of Trustee Chair. “FAO is helping the region access resources and partners to ensure every child in Appalachia has access to the educational opportunities needed for success.” Focus on Education FAO is implementing a strategic organizational plan to initiate and support long-awaited transformations in educational attainment, while simultaneously growing the permanent philanthropic capacity needed to develop long term resources for quality of life and educational access eﬀorts. About COSI on Wheels COSI on Wheels is a traveling outreach program of COSI, Center of Science and Industry, providing students with a day of fun, hands-on science activities aligned with the Ohio Academic Content Standards and 8JUIJOUIFTDIPPMZFBS BQQSPYJNBUFMZ TUVEFOUTXJMM the National Science Education Standards. Dynamic science topics are introduced to the entire school with a FOHBHFJO$04*PO8IFFMTBDUJWJUJFTBTBSFTVMUPG'"0TTVQQPSU high energy, interactive assembly, exposing science to 500 students. The assembly is followed by stimulating, hands-on activities to enhance problem solving and science inquiry skills, as well as encourage teamwork. COSI on Wheels Initiative The Foundation is delighted to partner with corporate partners to bring COSI on Wheels visits to elementary schools throughout Appalachian Ohio. Current corporate partners involved in the COSI on Wheels Initiative include: Diagnostic Hybrids, Inc (DHI); Oxford Mining Company; and TATA Sons Limited. The partnership between FAO and its corporate partners will enable the region’s students to experience exciting science activities in various career areas, inspiring further educational studies within the ﬁeld. “The COSI on Wheels program allows our students to learn about science in an environment that breeds excitement and curiosity about a topic they might not have clearly grasped in the traditional setting,” said Mick McLaughlin, FAO Board Trustee. “By allowing students to engage in their own learning, they are provided an opportunity they won’t soon forget.”

“I would love to help organize and find funding so “Thank you so much for this great opportunity. that students can take field trips to places “We always wanted to bring COSI on Wheels, We would not be able to have this program that might broaden their horizons which would but could not afford it.” without you.” help with their academic goals.” School Principal, Clermont County School Principal, Hocking County 8th grader Addison Coldren

“We cannot always build the future for our youth, but we can build our youth for the future.” Franklin Delano Roosevelt

FAO’s Scholarship Program 2009 FAO Scholarship Recipients To achieve success, access to opportunities that prepare one for success are a must. The Founda- tion for Appalachian Ohio not only recognizes this as a given, but actively works to make “access to Ora E. Anderson Scholarship &MMFO4DIPUU opportunity” possible for those who are graduating from high school throughout the 32 counties of +PSEBO4IBSQ Appalachian Ohio. FAO does this through a growing and dynamic scholarship program. #SPPLF+PIOTPO 4FUI4DIVZMFS 5/FJMM5SFIFSOF This year FAO awarded 34 scholarships, totaling $48,500. However, there were 382 applicants in %FWJO8IFFMFS need of financial assistance for their post secondary education. The majority of these young men and Bellisio Foods Scholarship +BDMZO8PPECZ $PSFZ.D-BJO women stated they would be the first in their family to go to college. They were determined to en- Doug Steele Memorial 4BNBOUIB.ZFST hance their opportunities for future success, by seeking an education beyond high school, in a college Scholarship or technical school. #SJUOFZ4JMDPUU +FOOB-BOF(SJîUI Lester and Thelma The Foundation’s Scholarship Committee, whose members include five FAO Board of Trustees and Ariana R. Ulloa Scholarship eight volunteer members from throughout the region, spend untold hours reviewing applications. Ellwood Scholarship At this time, there are 16 scholarship funds, with a total corpus of $2.3 million. The need for more "TIUPOi$PEZu#BLFS &MBJOF)PVTFIPMEFS funding, to provide additional scholarships, is ongoing, with the goal being to award scholarships to +FEE#FSPT Wayne F. White Scholarship deserving students in all 32 Appalachian Ohio counties. +PTIVB#PEOFS +FTTJDB"MMBSE &SJDB(BOO $BMFC#MBDLCVSO Scholarship Recipient to Meet Childhood Hero -FBI(SFFO 8JMMJBN%SBZ Brooke Johnson, graduate of Oak Hill High School, received a $2,500 Ora &NJMZ+JSMFT .FHBO&YMJOF Anderson Scholarship award, in recognition of her overall commitment to 1SFTUPO+PIOTUPO 4VTBOOB,MJOF environmental protection and conservation. ,BUISZO+VSLPWJDI %FSFL.FSSJNBO &SJD/JDIPMT "MFYBOEFS/FXNBO Now attending Ohio University, Brooke is majoring in Environmental 4BSBI/JDIPMT &MMFO4DIPUU Science and is the youngest member of OU’s Marching 110. Brooke’s child- .BSMFF3FBSEPO $PEZ4USBIMFS hood was strongly influenced by Jack Hanna and his television appearances, #SPPLF+PIOTPOBOE.BSJBOOF -JOETBZ3PF %FWJO8IFFMFS $BNQCFMM inspiring her future career path. 5SJDJB4BGU The Foundation is delighted to arrange for Brooke to meet her long-time hero, Jack Hanna, nation- ally recognized zoo director and wildlife expert in person this December.

AK Steel Foundation Scholastic Award Offers New Opportunities In a 2008 survey, over 1/3 of parents “had not taken Through the generosity of the AK Steel Foundation, committing $75,000 annually for three years, any steps to help finance their high school senior’s scholarships will be awarded to support students and teachers pursuing studies in Science, Technol- postsecondary education.” ogy, Engineering and Mathematics (STEM), with particular emphasis on metallurgy. Specific importance will be placed on high achievement and career interest in STEM fields, financial need and future commitment to work in Ohio. At least two scholarships will be awarded each year, with additional awards as the fund grows. Schol- Lack of finances followed by lack of college access arships will be available to both traditional and non-traditional students, as well as high school teach- information are our students’ largest barriers. ers to support training in a STEM focused workshop or seminar. Emphasis will be placed on a home grown strategy, growing the workforce the company needs by attracting students to work locally.

www.appalachianohio.org 3 GROWING SUCCESS, ENCOURAGING PHILANTHROPY

$50,000 Match Available for Donations Appalachian Youth Creates Grandma’s Gifts to the Ora E. Anderson Conservation Fund Grandma’s Gifts was founded in 1993, by eleven year old, Emily Douglas, in An anonymous donor has oﬀered to double any donations made to FAO’s Ora E. memory of her grandmother Norma Ackison of Ironton, Ohio. Norma passed Anderson Conservation Fund between now and December 31, 2009 by matching away in 1991 after losing her battle with breast cancer. Raised in the depression the gifts dollar-for-dollar, up to $50,000! era in poverty stricken Appalachia, Norma and her husband gave back to the community that helped her family in years past. With her passing, Emily chose The Ora E. Anderson Conservation Fund, established by a group of friends to to continue her grandmother’s giving spirit and established the Grandma’s Gifts honor the legacy of Ora Anderson, exists to provide a permanent source of chari- organization. table funding for conservation activities and programs in the areas of watershed restoration, sustainable forest practices and promotion of the region’s cultural and The purpose of Grandma’s Gifts is to provide goods, services, and opportunities environmental history. Through the Fund, Anderson’s legacy of protecting the to children, families, schools, and organizations in Appalachia and teach youth natural beauty of Appalachian Ohio continues. about the importance of community service. “We’re delighted to work with the Foundation for Appalachian Ohio to grow and Grandmas Gift’s conducts several projects to help support their mission includ- promote the fund in order to help preserve and enhance the landscape and the natural ing Valentines for Veterans, Trick or Teeth, Thanksgiving Turkey Sculpture, and environment unique to Appalachian Ohio,” said Jean Andrews. Science–by-Mail. The donation-match challenge is highlighted on the fund’s new website, www. andersonconservationfund.com. The website features background on Ander- son, news on fundraising events, photo galleries of Anderson’s woodcarvings and scenes from the Appalachian Ohio landscape. As of July 1, 2009, Grandma’s Gifts has donated $12,199,569.88 in goods and services helping over 2.4 million people!

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NURTURING COMMUNITY

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The Foundation for Appalachian Ohio has been working to create local school The Foundation has been happy to welcome the Cambridge City Schools endowment funds. School system endowments provide a permanent vehicle for Alumni and Friends Educational Fund, Rolling Hills Schools Endowment alumni, friends and supporters of academic excellence to provide contributions Fund, and the West Union Schools Alumni & Friends Educational Fund. and support to their local or choice school systems. The funds were motivated by alumni, living within and outside the community, The Foundation provides reliable stewardship and guidance to the funds, who are passionate to give back to their home school systems by promoting freeing the funds’ representatives of administrative burdens. The school academic excellence and enhancing the educational experiences for current endowment funds are typically advised by community members and alumni students. Educational Endowment Funds understand community partnership who work to assess ﬁnancial support needs of local teachers, administrators and sustainable funding are necessary to increase students’ educational and students. opportunities to ensure success in our changing world.

EDUCATIONAL FUNDS COMMUNITY FUNDS Rolling Hills Success Morgan County Foundation Fund Receives The first award of the Rolling Hills Endowment Fund provided second and third $250,000 grade students with hands-on science exploration activities to support classroom FAO’s Morgan County Foundation Fund was established in July 2008 with a seed learning and increase student interest in science. The fund has also purchased 25 gift of $50,000, made by the Morgan County Community Improvement Corporation. graphing calculators and an overhead projector to provide enhanced learning and A major goal of the Morgan County Foundation Fund is to encourage and support visual support to high school algebra students. Morgan County citizens in establishing funds that enhance quality of life in Morgan County. Creative fundraising efforts of West Union Schools This past December, only 6 months after the fund was established, the Morgan County Alumni and Friends Educational Fund Foundation board received a significant boost to their capacity with an anonymous gift of $250,000, positioning them to begin making investments, especially to create The West Union Schools Alumni and Friends Educational Fund committee have educational opportunities. been encouraging alumni to support the fund by pledging $1,000, payable over ten years, and building a chain reaction by securing a new $1,000 gift from another alumni, who then does the same challenge. The West Union fundraising Guernsey County Family of Funds Continue to Grow goal is $1,000,000 by December 31, 2014. The Guernsey County Family of Funds, a group of funds benefitting and enhancing the quality of life for Guernsey County, continues to grow and increase assets. This The West Union Schools Alumni and Friends Educational Fund has greatly ben- past year, four new funds were welcomed into the Family, including: the Cambridge efitted from Mr. Bill Riffle, who donates to the fund in honor of the passing of City Schools Alumni and Friends Educational Fund; the Loran and Shirley Stutz his friends and loved ones and encourages others to do so. A letter is sent to the Fund; the Southeast – Guernsey Health Foundation Fund; and the Zelma Grey families acknowledging Mr. Riffle’s memorial gift and individual legacy. Medical School Scholarship Fund. Cambridge Alumni and Friends Fund The newly created fund is delighted to partner with FAO in awarding their first grants used to bring COSI on Wheels to the three Cambridge elementary schools. The Foundation extends its thanks to Grange Insurance for generously “We are delighted to demonstrate to the community our sincere intent in creating printing several educational brochures for our school and community funds permanent resources for the educational needs of the Cambridge School System,” said Maribeth Wright, FAO trustee and founding member starting the Cambridge Fund.

4 The Foundation for Appalachian Ohio SUPPORTING SUCCESS

2008–2009 Grants FUNDS Creating Access Field-Of-Interest Designated Scholarship to Opportunities FAO Field-of-Interest Funds are Designated Funds are created to support specific nonprofit Scholarship funds are created to support created to provide grants through organizations, efforts or communities. These funds are individuals in educational pursuits. )PDLJOH"UIFOT1FSSZ$PNNVOJUZ"DUJPO FAO that address challenges and frequently advised by the organizations or communities they Currently, donors can choose the option Buy-down of semi-load of green beans, $5,000.00 opportunities shared by many benefit. Creating an endowed designated fund to support of having their fund advised by fao’s %JSFDUCVML communities in Appalachian Ohio. a favorite charity, such as a senior center, provides donors a scholarship committee, which includes purchase of food, $5,000 Currently, FAO has funds to support way to create lasting support for causes they care about expertise from around the region, or the areas of interest listed below. without adding administrative burden to these organizations. the option of establishing an advisory 0IJP7BMMFZ3FTPVSDF$POTFSWBUJPO committee unique to the scholarship fund Grants from these funds are advised Non-endowed designated funds: Non-endowed designated funds Ohio Valley Shares Program, $500 by FAO’s grants committee and they have established. 5IF"UIFOT$POTFSWBODZ'VOE 5IF"UIFOT$POTFSWBODZ'VOE professional staff. Any donor can 0IJP"QQBMBDIJBO$FOUFSGPS)JHIFS&EVDBUJPO (BMMJQPMJT(BMMJB$PVOUZ (BMMJQPMJT(BMMJB$PVOUZ "L4UFFM'PVOEBUJPO4DIPMBSTIJQ'VOE give to these funds, or create a fund Access to Educational Opportunities, $2,500 #JDFOUFOOJBM'VOE #JDFOUFOOJBM'VOE 0SB&"OEFSTPO4DIPMBSTIJQ'VOE within these broader areas to target 5IF(VFSOTFZ$PVOUZ'PVOEBUJPO'VOE 5IF(VFSOTFZ$PVOUZ 'PSFTU#BDIUFM4DIPMBSTIJQ'VOE "QQBMBDIJBO$PNNVOJUZ7JTJUJOH/VSTFT"TTPDJBUJPO specific interests. The majority of )BWBS'VOE )JHIMBOE$PVOUZ 'PVOEBUJPO'VOE #FMMJTJP4DIPMBSTIJQ'VOE Training and Development, $3,000 FAO’s field-of-interest funds are $PNNVOJUZ'VOE )BWBS'VOE $BNCSJEHF)JHI4DIPPM$MBTT0G4DIPMBSTIJQ endowed, permanent sources of 3PMMJOH)JMMT-PDBM4DIPPM%JTUSJDU -FBEFSTIJQ(VFSOTFZ4PVUIFBTUFSO )JHIMBOE$PVOUZ$PNNVOJUZ'VOE $BNCSJEHF4JOHFST4DIPMBSTIJQ'VOE regional funding. .FEm(VFSOTFZ)FBMUI'PVOEBUJPO -FBEFSTIJQ(VFSOTFZ +FOOZ$PSOFMJVT8PMU[.FNPSJBM4DIPMBSTIJQ T1 84 Graphic Calculators, $3,686 Arts, Heritage and Cultural -FTUFS%"OE5IFMNB*&MXPPE4DIPMBSTIJQ 'VOE 4PVUIFBTUFSO.FEm(VFSOTFZ)FBMUI &YQMPSJOH4DJFODF1MVT1SPHSBN :FMMPX3PPU'VOE #PC&WBOT.FNPSJBM'VOE'PS4DIPMBSTIJQT Endowed designated funds 'PVOEBUJPO'VOE Zanesville Thursday Music Club Basic Needs "QQBMBDIJBO$PNNVOJUZ7JTJUJOH Endowed designated funds .BSZ,BDLMFZ#SJMM4DIPMBSTIJQ &NFSHFODZ)VOHFS3FMJFG'VOE /VSTFT"TTPDJBUJPO "QQBMBDIJBO$PNNVOJUZ7JTJUJOH .BEJTPO)JHI4DIPPM"MVNOJ4DIPMBSTIJQ "OOVBM$JWJD$IPSVT0SDIFTUSBi.FTTJBIu0SBUPS PG4PVUIFBTU0IJP #ZFTWJMMF3PUBSZ'VOE /VSTFT"TTPDJBUJPO %S"MMFO4NJUI.FNPSJBM4DIPMBSTIJQ'VOE Cambridge Main Street Initiative, $500 &NFSHFODZ/FFET'VOE $BNCSJEHF$JUZ4DIPPMT"MVNOJ #ZFTWJMMF3PUBSZ'VOE %PVH4UFFMF.FNPSJBM4DIPMBSTIJQ'VOE $BNCSJEHF"SFB:.$" 5IF%POBME3.ZFST'VOEUP4VQQPSU 'SJFOET&OEPXFE&EVDBUJPO'VOE $BNCSJEHF$JUZ4DIPPMT"MVNOJ "SJBOB36MMPB4DIPMBSTIJQ'VOE 1BSUOFSTIJQJO"QQBMBDIJBO0IJP $JUJ[FOT'PS3PMMJOH)JMMT4DIPPMT 'SJFOET&OEPXFE&EVDBUJPO'VOE 8BZOF'8IJUF4DIPMBSTIJQ'VOE Development, $2,000 8JOOJF.BF4IBSQF 4FQUFNCFS'VOE $VSSFOU'VOE $JUJ[FOT'PS3PMMJOH)JMMT4DIPPMT +PIO(MFOO)JHI4DIPPM0SDIFTUSB Conservation &EVDBUJPO4DIPMBSTIJQ'VO $PBE"QQBMBDIJBO%FWFMPQNFOU'VOE $VSSFOU'VOE String Sounds, $500 "&1"DDFTTUP&OWJSPONFOUBM&EVDBUJPO %FWPUF'VOE $PBE"QQBMBDIJBO%FWFMPQNFOU 4UFXBSETIJQ'VOE 'VUVSF(FOFSBUJPOT'VOE 'VOE%FWPUF'VOE Donor Advised *$"/$POUFTU$VSSJDVMVN&OSJDINFOU FBDI 5IF0SB&"OEFSTPO$POTFSWBUJPO 5IF(VFSOTFZ$PVOUZ'PVOEBUJPO 'VUVSF(FOFSBUJPOT'VOE Donor Advised Funds are created to Fairland Middle School 'VOEGPS"QQBMBDIJBO0IJP &OEPXNFOU'VOE 5IF(VFSOTFZ$PVOUZ'PVOEBUJPO support donors in taking a more “hands Keene Elementary School Education Funds (VFSOTFZ$PVOUZ4FOJPS$JUJ[FO &OEPXNFOU'VOE on” approach to giving, by suggesting Salem Junior High School "DDFTTUP&EVDBUJPO.JOJ(SBOUT'VOE $FOUFS'VOE (VFSOTFZ$PVOUZ4FOJPS$JUJ[FO organizations to receive grants. Many &DPOPNJD$PNNVOJUZ%FWFMPQNFOU'VOE )PDLJOH"SFB&OE0G-JGF$BSF'VOE $FOUFS'VOE donors find assistance from FAO staff to Southview Elementary School -FBEFSTIJQ'VOE )BWBS&OEPXFE'VOE )PDLJOH"SFB&OE0G-JGF$BSF'VOE be helpful in making the greatest impact Union Local Middle School 4VQQPSUUP$IJMESFO :PVUI 'BNJMJFT'VOE )BWFO0G)PQF&OEPXNFOU'VOE )BWBS&OEPXFE'VOE with their funds, and many have found 4NJUI$IBQFM6OJUFE.FUIPEJTU$IVSDI Health and Human Services 5IF.PSHBO$PVOUZ'PVOEBUJPO )BWFO0G)PQF&OEPXNFOU'VOE the impacts of giving as a family to have 4VQQPSUUP$IJMESFO :PVUI'BNJMJFT'VOE &OEPXNFOU'VOE 5IF.PSHBO$PVOUZ'PVOEBUJPO great meaning. Assist in bulk food purchase for Pantry, $7,500 Quality of Life /FX)BWFO4DIPPM'VOE &OEPXNFOU'VOE (SBOENBT(JGUT'VOE -VUIFSBO4PDJBM4FSWJDFTGPS$FOUSBM0IJP *$"/'VOE 4QVS'VOE /FX)BWFO4DIPPM'VOE )VíNBO'BNJMZ%POPS"EWJTFE'VOE For Caldwell Pantry bulk food purchase, $7,500 6OJUFE4FOJPST0G"UIFOT$PVOUZ 4QVS'VOE +..PSHBO'VOE $BNCSJEHF$JUZ4DIPPM"MVNOJ'SJFOET&EVDBUJPOBM 8FTU6OJPO4DIPPMT"MVNOJ'SJFOET 6OJUFE4FOJPST0G"UIFOT$PVOUZ 7JSHJF-FF.D-BVHIMJO'VOE &OEPXNFOU'VOE 8FTU6OJPO4DIPPMT"MVNOJ'SJFOET ,FWJO3JU['BNJMZ'PVOEBUJPO'VOE &OEPXNFOU'VOE &OEPXNFOU'VOE -POHBCFSHFS'VOE 8BZOF8IJUF4DIPMBSTIJQ'VOE $2,000 4U%ZNQIOB'VOE )VOUJOHUPO.JEEMF4DIPPM 4BSB-FF4UFWFOTm:PVOH.FNPSJBM ICAN! Contest Field Trip, $200 $PMVNCVT;PPBOE"RVBSJVN The Foundation for Appalachian Ohio thanks all who gave designated gifts for specific charitable funds and activities this past fiscal year: Columbus Zoo Trip for Symmes Valley Elementary, $880 ".BUUFSPG$POTDJFODF $PMFSBJO4FMG4UPSBHF (VSSFOU[*OUFSOBUJPOBM$PSQPSBUJPO /BODZ)BUUBO.JMMFS 4BMMZ4MBUUFSZ Cambridge Little League Sponsorship of Challenger League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m:PVOH.FNPSJBM "UIFOT'PVOEBUJPO %BLPUB(SPXFST1BTUB$PNQBOZ *OD )PSNFM'PPET$PSQPSBUJPO %BOJFMMF2VFCFEFBVY/FTT 'VOE )BSNBS&MFNFOUBSZ4DIPPM "UIFOT/BUVSF$POTFSWBODZ .SBOE.ST+BNFT%BOCVSZ %PSPUIZ)PTUFUMFU /FX)PQF6OJUFE.FUIPEJTU$IVSDI %JDLBOE.BSDJB4UFXBSU 4PVUIFSO&MFNFOUBSZ #3'PPE.BSLFUJOH --$ 3BZNPOE&%BSOFMM %JBOF)PVTUPO /JDPMP[BLFT'BNJMZ 4UPDLNFJTUFS&OUFSQSJTFT *OD $IBVODFZ&MFNFOUBSZ #FMMJTJP'PPET +FíBOE)FMFO%BWJETPO )PXTPOBOE)PXTPO-JNJUFE .JDIFMMF%/VSSF %BOJFM14UPKFWJDI #FO.BS$POTUSVDUJPO *OD "OHFM%POPST'VOE +BDLBOE#POOJF)Ví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ñ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ummer Feeding Program, S282 #SVDF1BDLBHJOH$PNQBOZ *OD &MJUF4QJDF -BSSZBOE.BSDZ-FEGPSE $IBSMFTBOE.BSZ-PV1SJOF 5SJBOHMF1BDLBHF.BDIJOFSZ$PNQBOZ 0464PVUI$FOUFST #SVLOFS/BUVSF$FOUFS .BUU&MMJ +BOFBOE+BNFT-FPOBSE 1SPDFTT%JWJTJPO*OD 5SJQMF55SBOTQPSU *OD Growing Philanthropy in Appalachian Ohio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ðF 8#(SFFOBOE$PNQBOZ *OD $BNCSJEHF1BDLBHJOH $IFSJF'JTIFSBOE.BKPSJF&EXBSET 3JDIBSEBOE/BO-PPT 3JTLPOF$POTVMUJOH(SPVQ .SBOE.ST8BHOFS $BNCSJEHF1IZTJDBM5IFSBQZ$FOUFS )FMFO'PSE 4FSHJP-PQF[ ,BZ3JUUFS 8FOEZ8FJTFS *OD #SJBOBOE4BOESB'SFFS $IBSMPUUF-PWF 4BOESB3PCF 8FTUFSO$POTPMJEBUFE'PPET *OD $BNCSJEHF4JOHFST 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www.appalachianohio.org 5 PARTNERING FOR SUCCESS

ICAN!® Corporate Partnership The Foundation’s ICAN! Corporate Partnership is a network of businesses embracing FAO’s vision for unleashing the potential of the region’s students and donors, by creating the educational and philanthropic opportunities essential to Appalachian Ohio’s long-term quality of life. Together, businesses are mixing, matching, and leveraging investments to accelerate and achieve progress throughout the region. The ICAN! Corporate Partnership is emerging to pursue several collabora- tive opportunities. It is co-chaired by Joe Hamrock, President and COO of American Electric Power Ohio and David Wilhelm, Founder and President of Woodland Venture Management.

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Additional Opportunities through Ohio CAT Gift Leverages Opportunities Partnership with Walmart Ohio CAT, the exclusive, authorized dealer for Caterpillar equipment and engines for most of Appalachian Ohio, has made a $250,000 commitment to invest in In addition to funding 192 curriculum enrichment grants to be given as prizes building the Foundation for Appalachian Ohio’s capacity to create educational for teachers of students winning FAO’s Child of Appalachia Contest, Walmart’s and quality of life opportunities. As a part of this gift, Ohio CAT joins the support will enable FAO to develop additional grant opportunities supporting Foundation’s ICAN! Corporate Partnership, an emerging collaboration of teachers in creating classroom experiences aimed at increasing pursuits of post- corporate donors, directing charitable investments through the Foundation to secondary education. accelerate and sustain the creation of educational and quality of life opportunities in Appalachian Ohio. We are grateful for Ohio CAT’s partnership in our work “Walmart understands how critical education is to the well-being of individuals in to create the educational opportunities that will ultimately lift quality of life in our communities. We are committed to supporting teachers and the students they Appalachian Ohio. Thank you! inspire through our partnership with the Foundation for Appalachian Ohio.” Jason Wetzel, Walmart Senior Manager of Public Aﬀairs

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“This effort is one of the most exciting opportunities for corporate leadership I’ve seen.” Joe Hamrock, President and COO American Electric Power, Ohio Co-Chair, ICAN! Corporate Partnership

ICAN!....Be An Entrepreneur! One of the first questions high school students will be asked in FAO’s In addition to working with future entrepreneurs, FAO’s partnership with the Entrepreneurial Education program is: Small Business Administration will provide vital training resources for current entrepreneurs, especially those at the helm of the region’s small businesses. What is an entrepreneur? This will include a series of trainings delivered by the Ohio Small Business A. A side dish at a French restaurant Development Center at Ohio University, each tailored to the unique capacity B. A person who interprets foreign languages needs of businesses in Appalachian Ohio. C. Someone who starts a business FAO was able to secure a grant of $196,514 from the Small Business Admin- This is because the program will start with the basics, with the exciting concept istration for the new entrepreneurship program, with significant help from of what an entrepreneur is. Once the foundation has been set, the program will Congressman Zack Space. The first pilot of the ICAN! Be An Entrepreneur support students in learning about entrepreneurs in the region and to consider program will begin in Spring of 2010. their own entrepreneurial aspirations.

“We’ve succeeded when entrepreneurship is something every single child in Appalachia can aspire to.” David Wilhelm

6 The Foundation for Appalachian Ohio STEWARDING SUCCESS

Dr. Allen Smith Memorial Scholarship Established with FAO The Legacy of Vic Shaffer Lives On A $500,000 Memorial Scholarship has recently How fortunate we all were been established with the Foundation, in the at the Foundation for Ap- name of the late Dr. L. Allen Smith, a native of palachian Ohio to have Jackson, Ohio, and graduate of Ohio Univer- known and worked with Vic sity in 1963, with a BA and teaching certifi- Shaffer! He was an inspira- cate. During this time, the folk music era, he tion to each and every one received a grant from the Appalachian Studies of us, and we truly miss his Fellowship Fund at Berea College, funded by warmth and friendship, his the Andrew W. Mellon Foundation, to study knowledge and leadership the pre-revival Appalachian dulcimer. skills, his contagious passion for FAO, and his rare and Dr. Smith was a man of many interests, who unique ability to communi- led two distinguished careers simultaneously. cate with anyone, anywhere, on any level. He was a professor in the Graduate School of Library and Information Science at Simmons Vic never met a stranger, and he always found a mutual in- College in Boston for 31 years, and associate terest to share with whomever he came in contact, making dean from 2006 until his untimely death in everyone feel at ease, as they would immediately recognize April, 2008. At the same time, he was also a his sincere concern for them. highly skilled farrier, a shoer of horses, serving So many seeds were sown to “grow” success for the Founda- two terms as president of the American Farriers a well-known and accomplished rug weaver. tion. His dedication and commitment to FAO’s mission to Association. From this Fund, two scholarships will be improve the quality of life in Appalachia, through FAO, is Before going to Simmons College in 1978, Dr. awarded, both to Jackson County students, one almost beyond expression in words. Smith spent 9 years in Wales, teaching at the to be known as the Smith Scholastic Award, for He played an integral role in establishing FAO and contin- University of Aberystwyth. While living in achievement in Math, Science and Engineer- ued to champion and support the growth of philanthropic Wales, he earned his doctorate at the Institute ing, and the other for community service and resources for the region, including his assistance most of Dialect ad Folklife Studies, University of stewardship, to honor Dr. Smith’s mother, Mrs. recently in establishing the Highland County Commu- Leeds, England. He and his wife, Merrill Wad- Mary Ellen Smith – the Smith Community nity Fund for his hometown. Vic accomplished so much, sworth, whom he met when he was studying Service Award. Mrs. Smith was the first woman touched so many, was a true model, and above all, a cher- at the University of Denver, lived in a 400 year to serve as a school board member on the ished friend to be remembered always. old converted gristmill. While he taught at the Jackson City School Board, a board she later University and shod Welsh ponies, she became chaired.

FOUNDATION FOR APPALACHIAN OHIO STATEMENT OF FINANCIAL POSITION

"44&54 DBTIBOEDBTIFRVJWBMFOUT QMFEHFT HSBOUTBOEPUIFSSFDFJWBCMFT JOWFTUNFOUT JOWFTUNFOUTmFOEPXNFOU QSPQFSUZBOEFRVJQNFOU OFU Total Assets ...... $3,554,398 ...... $4,721,889 ...... $4,681,751 ...... $6,711,390

-*"#*-*5*&4"/%/&5"44&54 "DDPVOUTQBZBCMF (SBOUT1BZBCMF $15,953 ...... $4,024 ...... $6,235...... $36,935 /&5"44&54 6OSFTUSJDUFEOFUBTTFUT 6OSFTUSJDUFEOFUBTTFUT CPBSEEFTJHOBUFE 5FNQPSBSJMZSFTUSJDUFE 1FSNBOFOUMZSFTUSJDUFE 5PUBM/FU"TTFUT

Total Liabilities and Net Assets ...... $3,554,398 ...... $4,721,889 ...... $4,681,751 ...... $6,711,390 '"0TñTDBMZFBSSVOTGSPN0DUPCFSUP4FQUFNCFS$PNQMFUFBVEJUFEñOBODJBMTUBUFNFOUTBSFBWBJMBCMFVQPOSFRVFTU

The Voinovich School of Leadership and Public Affairs, “Access & Success – Appalachian Ohio,” May 2009, 2. The Voinovich School of Leadership and Public Affairs, “Access & Success – Appalachian Ohio,” May 2009. The Voinovich School of Leadership and Public Affairs, “Access & Success – Appalachian Ohio,” October 2008, 22 – 23. The Voinovich School of Leadership and Public Affairs, “Access & Success – Appalachian Ohio,” May 2009. Nabors, Edwards and Murray. Summer 2009. “Making the Case for Field Trips: What Research Tells Us and What Site Coordinators Have to Say,” Education 129(4), 662.

www.appalachianohio.org 740.753.1111 36 Public Square, Nelsonville, OH 45764

FAO Board of Trustees Mike Carey Joy Padgett FAO Staff President, Ohio Coal Association Director of Government Relations $)"*31&340/ Dave Celona Central Ohio Technical College Cara Dingus Brook Jennifer Simon VP-External Aﬀairs, AEP Ohio B.J. Smith President and CEO Director, Ohio University Innovation Center Dean Cole Director of External Aﬀairs Holly Duell 7*$&Ŭ$)"*31&340/ CEO, Dresden Specialties, Inc. AT&T Ohio Director of Outreach and Donor Services Ronald Strickmaker Mike Workman Tracy Mann Executive VP, Secretary, Director, Kerr Companies Ron Cremeans General Manager, Duke Energy President, Workman Wood Designs, Inc. Outreach and Donor Services Assistant 53&"463&3 President, Morgan Community Foundation Matt Elli Phyllis Moody Robert “Mick” McLaughlin Executive Director, Morgan County CIC The Longaberger Foundation Foundation Services and Associate Dean, Retired, University of Cincinnati Emeriti Members Scholarship Program Coordinator 4&$3&5"3: Barbara Hansen Professor, Muskingum College Marianne Campbell Kelly Pfarr Maribeth Wright Executive VP, Retired, Holzer Foundation Operations and Special Projects Coordinator CPA & Partner, REA & Associates, Inc. Belinda Jones Legislative Counsel Carla Lowry Megan Wanczyk Capitol Consulting Group, Inc. Attorney at Law ICAN! Partnership Coordinator

www.appalachianohio.org 7 ACHIEVING SUCCESS BY WORKING TOGETHER

Giving….. A Small Seed Grows Big Results... At FAO we mix, match and leverage gifts to meet our mission. This includes gifts of time, treasure and talent. A Classroom’s Walk Through History Giving to the Foundation for Appalachian Ohio can As the teacher of 7th Grade Essay Contest Winner, Gabrielle Moore, be as easy as writing a check or logging on to the Union Local Middle School language arts teacher Elizabeth Diaz Foundation’s website, www.appalachianohio.org. received a 2008 curriculum enrichment grant. With the grant, Ms. Diaz decided to enhance her students’ knowledge of local history and Gifts of “treasure” can also span far beyond cash gifts to heritage, focusing on the rich culture of the area including two historical include gifts of real estate and tangible property. The field trips. She also brought in local guest speakers, including Belmont Foundation can work with you to facilitate these gifts. County resident, Ingaborg Gregg, who escaped from Germany during World War II, and Dick Neuhart, who served the United States during All gifts given to ICAN! support the Foundation’s work to create educational the war. Excited by presentations, 89 students set out on a journey and quality of life opportunities. You can also select a specific fund from the to discover their own family history by writing letters to relatives seeking list on page 5 to support a specific cause or organization. The Foundation recollections of family stories. maintains a list of “Dream Endowments” – initiatives that, if given a permanent Elizabeth Diaz received a $500 mini-grant and leveraged it many times source of funding, could have remarkable results. FAO would be delighted to over through broad partnerships, expanding beyond the classroom discuss these opportunities with you. and into the entire school and community. Each student’s family story was collected and bound into a book. Pav Matthews donated his time and expertise to create a DVD documenting the stories of invited Time & Talent speakers and historical reenactments. Additionally, the school district, FAO can leverage a variety of gifts, including professional services that help moved by the students’ enthusiasm, hosted a community-wide DVD us save costs in meeting our mission, such as printing and design, catering, viewing premiere. The experience resulting from Elizabeth Diaz’s photography, specialized training, entertainment for events, and general office passion and innovation have far exceeded the initial $500 grant and will continue to inspire students long after class is dismissed. administration support. We also leverage a number of gifts that benefit our partnering organizations, especially services that can strengthen educational opportunities in schools. Further, FAO has a variety of volunteer committee appointment opportunities, The Foundation for Appalachian Ohio including positions on FAO’s Volunteer Scholarship Review Committee and wishes to extend special appreciation to Marianne Campbell, FAO Board Child of Appalachia Contest Committee. If you have interest in dedicating your Emeriti, for her tireless efforts and time and talent to FAO, we’d be happy to explore how we might best use the support. Marianne graciously talents you have to offer! provides her communication talents for numerous FAO projects, including this annual report, and her passion for the Appalachian communities of Ohio Planned Gifts is an inspiration for all. Legacy Gifts: Some of the Foundation’s largest gifts are from donors who 1IPUP.BSJBOOFBOE#JMM$BNQCFMM make planned gifts. Through FAO, donors access a variety of ways to structure planned gifts to meet unique financial, family and community ICAN! Members goals. Because each situation is unique, we would be delighted to talk .BZPSBOE.ST(SFHPSZ"EBNT +BOF")BSG %JBOF4BSHFOU with you and your professional advisor about the many options that can ",4UFFM'PVOEBUJPO )FBMUI.BOBHFNFOU/VSTJOH4FSWJDFT *OD 1BUBOE$BSPM4BVCFS "OHFMB"MMFO BOE6MUJNBUF)FBMUI$BSF .SBOE.ST+PF4FDSFTU be explored. "NFSJDBO&MFDUSJD1PXFS'PVOEBUJPO )JDLT1BSUOFST "ESJBOB4GBMDJO "NFSJDBO&MFDUSJD1PXFS0IJP %BMF)JMFNBO 3FQSFTFOUBUJWF5JNPUIZ04DIBíFS The simplest option for creating a planned gift is to designate, or “bequest,” "550IJP .FMJOEB)JOBNBO -VDZ4IBX -ZOOF"ZSFT +FOOJGFSBOE+BTPO)PHVF %SBOE.ST)VHI4IFSNBO a portion of your estate to FAO. Examples are included below. +BTPO#BJOVN +VOF)PMMFZ #BSC4JNPO 3FQSFTFOUBUJWF5SPZ#BMEFSTPO +PIO)PPQJOHBSOFS 'SFEFSJDL+4JNPO +BLF#BQTU +FSSZ)VUUPO .SBOE.ST%BWJE4JNPO A specific bequest is a bequest of a specific dollar amount or item. +PF#BSSPX &EXBSE+POFT *SPOUPO-BXSFODF$PVOUZ"SFB$"0 .SBOE.ST7JODF4JNPO .SBOE.ST'SFE#BSUFOTUFJO +)3FJOGPSDJOH4USVDUVSBM&SFDUPST *OD +PZDF5IPNBT4MBUFS “I give, devise and bequeath to the Foundation for Appalachian Ohio, located #MBDLT4QSJOHT *OD 8FOEZ8+BLNBT #+4NJUI 4IJSMFZ#PXTFS $SBJHBOE1BNFMB+JSB /PSNB4NJUI in Nelsonville, Ohio, or its successor organization, a nonprofit organization %PNJOJDLBOE$BSB#SPPL 4JEOFZ+PSEBO $POHSFTTNBO;BDL4QBDF $IBE#SPXO )PSBDF,BSS 4UFWFO4QSPWBDI as described in section 501(c)(3) of the Internal Revenue Code $_____. %S1BVMBOE-JOEB#SPXO ,BSS"VEJPMPHZ)FBSJOH"JET 4U1BVMT&QJTDPQBM$IVSDI 4FOBUPS4IFSSPE#SPXO +PIO,FMMFZ &EXBSE+POFT 4FOBUPS+JNNZ4UFXBSU #VDLFZF)JMMT)PDLJOH7BMMFZ3VSBM ,FOBOE5FSJ,FSS "MBO4UPDLNFJTUFS A percentage bequest is a bequest of a certain percentage of your estate or %FWFMPQNFOU%JTUSJDU -BSSZ,JEE (PWFSOPS5FEBOE'JSTU-BEZ'SBODFT4USJDLMBOE #JMMBOE.BSJBOOF$BNQCFMM %BWJE,JOH 3POBOE$BMJTUB4USJDLNBLFS of another asset. (SFH#SPXOJOH $BQJUPM1BSUOFST +BOFUUB%,JOH %PVH4UVU[ &EXBSE+POFT 4FOBUPS+PIO$BSFZ ,OPXMFEHF8PSLT 5BUB4POT-JNJUFE “I give, devise and bequeath to the Foundation for Appalachian Ohio, located %BWF$FMPOB .BSDFMMB",PMMJO +BOJDF5IBMFS $FOUVSZ/BUJPOBM#BOL ,SBUPO1PMZNFST64 $IFSZMBOE%PO5IJFTTFO in Nelsonville, Ohio, or its successor organization, a nonprofit organization "NBOEB$IBMJGPVY -BXSFODF$PVOUZ&DPOPNJD &NPHFOF'5PEE as described in section 501(c)(3) of the Internal Revenue Code ____ percent- 3BZNPOE$IPSFZ %FWFMPQNFOU$PSQ .BSHBSFUBOE#SVDF5PQQJOH -JOEB$MBSL %SBOE.ST$MBSL-FTMJF ,BUIZ5SBDF age of my estate (or specific asset). 1FUF$MBSL ,FMMZ-FTMJF *WBOBOE%FBOOB5SJCF %FBO$PMF .SBOE.ST5FE+-JOTDPUU 6OJUFE8BZPGUIF3JWFS$JUJFT $PMVNCJB(BTPG0IJP 8JMMJBN5IPNBT-PDLBSE 643BJM Contingent Bequest $PNNVOJUZ"DUJPO1SPHSBN$PSQPG $BSMB-PXSZ 7FSJ[PO'PVOEBUJPO 8BTIJOHUPO.PSHBO$PVOUJFT &E-PXSZ &EXBSE+POFT 4LJQBOE4POOZ7PTMFS #FWFSMZ+$PPQFS -VNQFBOE3BCFS &TR .SBOE.ST3POBME8BHOFS “I give, devise and bequeath to (Named Beneficiary) the sum of $_____ $PSQPSBUJPOGPS"QQBMBDIJBO0IJP +VEJUI.BIPOFZ +VEHF3JDLBOE4IBSPO8BMMBS (or __% of the estate), but if he/she shall not be living, then I give, devise %FWFMPQNFOU $0"% 5IF.BSJFUUB$PNNVOJUZ'PVOEBUJPO 5IF8BM.BSU'PVOEBUJPO +Fí$PY &EXBSE+POFT .BUFTJDI%JTUSJCVUJOH 8FT#BODP#BOL *OD and bequeath the same to Foundation for Appalachian Ohio, Nelsonville, .SBOE.ST3PO$SFNFBOT *SWJOH.BYXFMM /FPNJB8IJUF %JBHOPTUJD)ZCSJET $IBOOJOH.D"MMJTUFS &EXBSE+POFT 8IPMFTBMF#FFSBOE8JOF"TTPDJBUJPOPG0IJP Ohio to be used for ...” %SBOE.ST#JMM%JOHVT %SBOE.ST3PEFSJDL.D%BWJT %BWJE8JMIFMN 3FCFDDB%JOHVT .JDLBOE(BZMF.D-BVHIMJO +BDLJF8JMLJOT %JSFD57 *OD .D/BUJPOBM *OD .SBOE.ST8JMMJBN38JMMBO )PMMZ%VFMM 5IF.JEMBOE$PNQBOZ'PVOEBUJPO $POHSFTTNBO$IBSMJF8JMTPO ICAN! Make a Difference %VLF&OFSHZ .JE0IJP0QFSBUJOH -5% 8PPEMBOE7FOUVSF.BOBHFNFOU --$ .BUU&MMJBOE%BXOFMM(SBIBN %BWJE.JMMJLFO .JLF8PSLNBO The I’m a Child of Appalachia® Network is a group of individuals and busi- +BDLBOE4VF&MMJT ,FJUIBOE1IZMMJT.PPEZ .BSJCFUI8SJHIU &OHJOFT *ODPG0IJP -MPZEBOE.BSJMZO.PPSF +P&MMFO%JFIM:FBSZ nesses whose annual financial gifts enable the Foundation for Appalachian 3FQSFTFOUBUJWF$MZEF&WBOT 8JMMJBNBOE7JSHJOJB.PSHBO %S/BODZ;JNQIFS Ohio to support the I’m a Child of Appalachia program and vision that every %SBOE.ST%BO&WBOT 5JNBOE-FTMJF.VSQIZ (FPSHFBOE3FCFDDB;VSBWB +FXFMM&WBOT 4FOBUPS5PN/JFIBVT Gifts Made In Loving Memory child has access to educational opportunities needed for success. The ICAN! +VEHF.BSHBSFU&WBOT 0IJP"HHSFHBUFT*OEVTUSJBM.JOFSBMT of the Following: 4BMMZ&WBOT "TTPDJBUJPO 0SB&"OEFSTPO family of donors leverage resources to ensure growing up in Appalachian 4UFWF&WBOT 0IJP'JOBODF'VOE -ZMF"QQFSTPO Ohio means having access to all the opportunities necessary for success and -BSSZ$&XJOH 0IJP.JE&BTUFSO(PWFSONFOUT"TTPDJBUJPO +PIO"TIFS %POBOE.BSZ"OOF'MPVSOPZ 0IJP7BMMFZ3FHJPOBM%FWFMPQNFOU 35IPNBT%VOLJO%%4 high quality of life. +PTFQI'MZOO $PNNJTTJPO #FUUZ(JMM %S+BNFT'POTFDB 0IJP$"5 1BUSJDJB-FEXBSE 5IF'PSE'PVOEBUJPO 3FQSFTFOUBUJWF.BSL0LFZ 7JSHJF-FF.D-BVHIMJO 'SBOL(JPWBOOFMMJ &EXBSE+POFT 0YGPSE.JOJOH$PNQBOZ *OD %PO.ZFST $POOJFBOE+PIOOJF'SFFNBO %POBOE+PZ1BEHFUU 4UFWF0QJDI In Appalachian Ohio, storytelling is a time-honored tradition and FAO invites $PVSUOFZ'SPHHF 1FDL 4DIBíFS8JMMJBNT--1 7JDUPS4IBíFS 3PCFSU8(BSCP 1BUSJDL1FQQFS &EXBSE+POFT $VSUJT4UFFM you to share your story at www.appalachianohio.org. Tell us about your connec- 8BZOFBOE/BODZ(BSEJOFS 1BVMBOE.BSOFUUF1FSSZ #JMMZ5IPNBT tion to the region and what makes Appalachian Ohio special to you! -BVSB(BZOPS .BUUBOE,FMMZ1GBSS 1BVM)8ZMJF -PV(FOUJMF 1JPOFFS1JQF7JLJOH'BCSJDBUPST In-Kind Support $BSPMZO(MPTCZ .SBOE.ST1BVM%1SBUFS &EFO.BSLFUJOH %3(PTTFUU 1FUFS1SJDDP -)FVSFVY1SPQFSUJFT (PWFSOPST0îDFPG"QQBMBDIJB .5PE3BMTUJO 5JN.BSDVN 5IF(SBIBN'BNJMZ 4DPUUBOE,BSFO3BXMJOT In Honor of %S#SFOEB4)BBT 8+PTFQI3FJTFS +PIO5IPNBT.JMMJLFO .ZTBBOE$PSZ)BOO 3FTPVSDF4ZTUFNT %SFXBOE#BSCBSB)BOTFO 8JMMJBN$3JðF 8 The Foundation for Appalachian Ohio