i i Southeastern Illinois Community Foundation Annual Report 2018
ii PRESIDENT'Sletter
Dear Friends and Neighbors,
As a young girl, my grandmother made the most mouth-watering bread for all special occasions and holidays. I remember peering over the counter watching her dissolve yeast in warm water. She would then combine bacon grease and other ingredients together while I patiently anticipated the taste of the warm, crusty bread fresh out of the oven and spread with soft butter. Nothing better!
We have been writing recipes down for thousands of years and handing them down from generation to generation. Special techniques are learned from watching a mother or grandmother prepare Sunday dinner. Favorite dishes suddenly evolve into something much tastier as different combinations of ingredients are substituted by the present cook following the recipe.
When I was hired in 2004, most of the people I talked to had never even heard of a community Now it is time for me to hand this recipe down to foundation. As I retire as President/CEO, I am so the next generation, and I am so proud to be leaving proud of the community building recipe that has this precious network in the hands of our team and been written down. We were very fortunate to learn the capable leadership of Amanda Lessley. I am also from past generations of “community foundation looking forward to following in my Nana’s footsteps, cooks” willing to show us the exact ingredients handing down the recipe for that warm yummy needed such as committed board members, bread to my grandchildren. talented staff and generous community partners that were necessary to procure a pantry My time with the Community Foundation has been of the most flexible, long-term community asset an extraordinary gift and I consider it a profound development tools only available through the privilege to have served you the past 15 years. While Community Foundation. I am proud of the sweet success you will read about in this report, I have no doubt that this recipe will 2701 S. Banker St. | Suite 102A yield continued greatness for this organization and PO Box 1211 this special place in southeastern Effingham, Illinois 62401 Illinois for generations to come. 217.342.4988 p Bon appetite! f 217.342.4995 e [email protected] EnrichingOurCommunity.org w Joedy Hightower President/CEO ii 1 Southeastern Illinois Community Foundation Annual Report 2018 WHO we are
Joedy Hightower Connie Lilly Amanda Lessley Audra Clodfelter President/CEO Accounting and Development Officer Communication and Donor Services Administrator Scholarship Administrator Signature Recipe Signature Recipe Nana’s Homemade Bread Signature Recipe Chocolate Chip Cookies Signature Recipe Banana Bread Persimmon Pudding Signature Role Signature Role Providing strong leadership Signature Role Managing fund development Signature Role for 15 years including preparing Developing new and improved and support while preparing Revising the scholarship the way for her successor reports and systems to better for a new leadership role application and process serve fund advisors
Cultivating philanthropy to build better communities
Southeastern Illinois Community Foundation was established in 2009 as a result of a merger between Effingham County Community Foundation (est. 1999) and Mattoon Area Community Foundation (est. 1980).
Southeastern Illinois Community Foundation is a 501(c)(3) nonprofit organization managing permanent and non-permanent assets for the long-term benefit of communities in southeastern Illinois.
2 GOVERNING BOARD
GOVERNING BOARD
Jerry McDaniel Dr. Ned Hoppin Carolyn Spraul Thomas Moore Chair Vice Chair Secretary Treasurer
Favorite Dessert Favorite Dessert Favorite Dessert Favorite Dessert Espresso Panna Cotta Five-minute Lemon Pie Chocolate Chip Cookies Cherry Pie
Brett Kingery Chuck Deters Steve Hardin Mark Bolander Julie Everett
Favorite Dessert Favorite Dessert Favorite Dessert Favorite Dessert Favorite Dessert Gooey Butter Cake Peach Pie Flourless Chocolate Cake Coconut Cream Pie Chocolate Chip Cookies
2 3 Southeastern Illinois Community Foundation Annual Report 2018 SWEET success
4 A SLICE OF THE PIE
A SLICE OF THE PIE
Giving is at the heart of what we do here at Southeastern Illinois Community Foundation. We give through educational scholarships, grantmaking and program initiatives. Through our grantmaking, we are uniquely situated at the intersection of community needs and donors’ desires to make an impact. In 2018, we granted more than $1.9 million dollars to nonprofits, community entities, and schools in our region. From playgrounds and dog parks, to monuments and community gardens, we fund a variety of causes that promote sustainable impact towards the betterment of southeastern Illinois.
Why Discretionary Funds Are Important How the Community Foundation Awards Discretionary Grants:
When you give to a discretionary fund at the Com- Discretionary grant opportunities are typically re- munity Foundation, your gift goes to where it is most leased through a competitive online application pro- needed within our region now and in the future. Sev- cess in the fall. Nonprofits, schools, or local units of eral community-minded people include a gift to our government that meet the criteria for each grant pro- discretionary funds as a part of their annual giving. gram may apply. Some grant programs accept letters Others have designated a gift to one of our discretion- of inquiry all year round and are reviewed quarterly. ary funds in their will or estate. You can contribute For specific dates and more information on grant ap- cash, securities, retirement accounts, life insurance plications and letter of interest procedures, please or other assets. visit www.enrichingourcommunity.org/Grants. This site includes our list of grants, information about To have a confidential discussion about an individually each grant, and links to the online applications. -tailored gift to our Field of Interest Funds or Com- munity Endowments, or to establish your own fund, please contact Amanda Lessley, President/CEO, at 217.342.5409 or [email protected].
4 5 Southeastern Illinois Community Foundation Annual Report 2018
HONORING JOEDY HIGHTOWER
Joedy Hightower was honored with a retirement open house in December 2018. Among the guests were Mark Bolander (2016 governing board chair), Jerry McDaniel (current governing board chair) and Ned Hoppin (chair-elect).
In December 2018, Joedy Hightower retired from her role as tion now has 541 acres of farmland under manage- President/CEO of Southeastern Illinois Community Foundation ment. after 15 years of service. During her tenure, Joedy facilitated several large oedy joined the Community Foundation in 2004 gifts to the Community Foundation that have per- Jas the Executive Director of both Mattoon Area manently affected this region. The largest gift came Community Foundation and Effingham County Com- in December 2012 when Dr. Rick and Angie Workman munity Foundation. The two community foundations made a $6 million commitment to build the Rich- merged in 2009 to create Southeastern Illinois Com- ard E. Workman Sports and Wellness Complex. She munity Foundation and Hightower became the Presi- served on the project’s steering committee and di- dent/CEO of the newly established organization. rected the community campaign that raised more than $3 million toward the capital project which was Under her leadership, the Community Foundation in- completed in 2016. creased its assets from $1 million to $18 million and has contributed more than $22 million in grants and Additionally, under her leadership, the Community scholarships since 2005. The number of affiliated Foundation has received certification in National funds has grown to 150 and the Community Founda- Standards from the Council on Foundations in 2008
6 HONORING JOEDY HIGHTOWER
was a godsend for Southeastern Illinois Community Foundation at a critical stage of its development. I’m very grateful that she was here, and that I had the privilege of working with her!” Siemer served on the original Effingham County Community Foundation board and has served as chair of the Southeastern HONORING Illinois Community Foundation governing board. Joedy shows no sign of slowing down upon her re- tirement. She recently completed a yoga instructor JOEDY HIGHTOWER certification and plans to continue her practice in the community. She also intends to spend as much time as possible with her family – including her four grandchildren, and shaping up her golf game! She has a long list of home and garden improvements she plans to work on, with the help of her husband, Greg.
and 2012 (re-certification is currently under review), implemented the Outstanding Philanthropist Award in 2011 to recognize philanthropic leadership in the southeastern Illinois region, and established the Fields of Opportunity farmland giving program. Joedy served on the Effingham CEO advisory board from its start until 2015 and has been an active member of Effingham Sunrise Rotary since 2004 (serving as President in 2014) and is a member of 100+ Women Who Care Effingham County.
“Joedy Hightower has really been the biggest contrib- utor to the success that Southeastern Illinois Com- munity Foundation is today,” remarks Rick Siemer, former governing board chair. “From the beginning, she embraced the true genius of a community foun- dation beyond raising and distributing money for worthy causes, to playing a leadership role in creat- ing a thoughtful philanthropic spirit in the communi- ty. She developed the interaction between Effingham and Mattoon in early years that inspired the area- wide focus that gives Southeastern Illinois Commu- nity Foundation a broader base of support. Joedy
6 7 Southeastern Illinois Community Foundation Annual Report 2018
SIGNATURE RECIPES FOR CROWDFUNDING SUCCESS
Whether it’s Grandma Kay’s blackberry cobbler or Aunt Sue’s coconut cream pie, we all know someone with a “signature dish” that’s always in demand for birthdays, holidays and family reunions. Every great chef is known for their signature dish that stands out as a prime example of that person's or establishment's cuisine. Even in restaurants that regularly change their offerings, a signature dish will remain on the menu year after year because it helps establish identity and continuity.
sset development is our “signature dish.” Through Not all of our assets are endowed though. In recent Athe slow-roasting method of asset development, years, we have partnered with local community lead- the Community Foundation accepts endowed funds, ers and volunteers to help them raise non-perma- invests those funds, and grants out the interest and nent funds that are “spendable” or available to sup- earnings forever. In 2018, our endowed assets gener- port immediate community needs like growing local ated $306,990 in support to people (scholarships), entrepreneurship, adding recreational amenities, in- places (our communities) and things (community or- creasing access to preschool along with many other ganizations) AND will continue to provide this sup- local projects. Most of the time, these funds require port FOREVER. These growing endowments create crowds of people coming together to give their time, sustainability for our communities and the organi- talents and treasure for immediate community im- zations that depend on their annual support. Asset pact. We have added two “crowd-pleasing” signature development will always be on our menu of services dishes to our menu of services to better support this and continue to be the signature dish we are most type of fundraising. identified with.
8 SIGNATURE RECIPES FOR CROWDFUNDING SUCCESS
Online fundraising is becoming more popular in to- day’s device-driven culture. It’s more convenient to follow a link and fill in the required information while on our phones and tablets than it is to write a check and send it in the mail. As more of our funds and their fund advisory committees are raising money SIGNATURE RECIPES FOR online, we made the decision to purchase an online fundraising platform to better suport their efforts. “We now have the ability to create unlimited dona- tion pages, unique to each active fund. These pages CROWDFUNDING SUCCESS will match the branding of the fund and will be con- cise and clean with an obvious donation form that isn’t difficult to complete. Our fund advisors will be
able to provide links to their direct pages, remov- Our staff and board members started 100+ Women ing some of the cumbersome steps of our previous Who Care Effingham County and 100 Women Who process,” explains Audra Clodfelter, Communication/ Care Jasper County in 2016. In 2018, two new giving Scholarship Administrator. Audra has been involved circles, 100+ Women Who Care Crawford County and in the planning and execution of several online days 100+ Women Who Care Richland County, joined the of giving and is training fund advisors on the best Community Foundation. “I have watched these giv- practices for using this technology. ing circles do great things for Effingham and Jasper counties and thought my community could greatly Our platform also provides us with the capability to benefit from having its own giving circle,” remarks engage in peer-to-peer fundraising. This is a grow- Audra Clodfelter, who started the giving circle in ing trend in which a person can use their platform Richland County. “It’s a great concept for our com- (in most cases, Facebook) to request donations for munity, we are meeting immediate needs for local an organization. In November 2018, we launched our organizations but we’re building up a savings account first peer-to-peer fundraising campaign to support through the 100+ Women Who Care Richland County One Stop Community Christmas. One Stop Commu- Endowment that will provide grant funding in per- nity Christmas helps families in need each holiday petuity. Our small group of women is making an im- season in Coles, Clark, Cumberland, Edgar, Shelby, mediate and permanent impact in Richland County.” Moultrie and Douglas counties. While One Stop de-
pends on many in-kind donated items, they also Whether we are raising money for the long-term or need contributions annually. We helped One Stop set immediate needs of a community, one thing is cer- up a crowdfunding campaign to bring in donations for tain: Southeastern Illinois Community Foundation their 2018 campaign and the Mattoon and Charleston will remain committed to using its signature recipes Fire Departments set up a peer-to-peer fundraising for asset development and fundraising to build better challenge for No Shave November to support One communities in southeastern Illinois. However, our Stop. Each fire department set up team pages and recipe is no secret: it takes the expertise and hard encouraged their firemen to become fundraisers and work of our staff, combined with the passion and ask friends and family for support. persistence of our fund advisors to create a show- stopping dish that is in high demand in our region. Online fundraising isn’t the only way to bring crowds of people together to support a cause! Another crowd-pleasing dish to support future and immedi- ate needs in our community is collective giving, also known as “giving circles.” The concept of the giv- ing circle is simple: a group of individuals donate their own money to a pooled fund, decide together where to give the funds and, in doing so, seek to increase their awareness of and engagement in the issues covered by the charity or community project. By partnering with the Community Foundation, giving circle committees receive our support in preparing meeting materials, communicating with members, and managing the accounting functions of the group.
8 9 Southeastern Illinois Community Foundation Annual Report 2018
BAKING UP THE BEST SCHOLARSHIP APPLICATION
ith the cost of higher education increasing each in purpose as the donors that gifted the funds, yet Wyear, charitable scholarships can take some of they all have the common goal to support, encourage the financial pressures off of students and families, and invest in young people’s pursuit of higher educa- enable greater success in college and help deserving tion and future successes. When looking at the often students who want to graduate with their degree and overlooked ingredient of “time,” we recently consid- eventually give back in some way. ered how to streamline the application process for students while still ensuring all of our scholarship At the Community Foundation, many of our schol- dollars available were being used. The result was an arships are renewable scholarships that award sup- overhaul of our application process. Now, students port not just to start college, but to continue and complete an online common application with their eventually complete a degree. “Continued support of demographic, financial and academic information a successful student over multiple years enhances that matches them to all the unique scholarships the giver's original investment in the future and gives they are eligible for. the student a measure of financial stability as they continue their educational career,” explains Diane “With the common application students are only en- Siemer. Diane is a fund advisor for the Diane Siemer tering their standard information once, while apply- GED Scholarship and believes wholeheartedly in the ing for multiple scholarships,” stated Audra Clodfel- concept of continued support because of her experi- ter, the Community Foundation’s Communications/ ence with teaching GED classes at Lake Land College. Scholarship Administrator. “Our hope is this time- saving process will enable students to spend more The Community Foundation currently administers 18 time whipping up stand-out essays and unique ap- scholarship funds that are unique and as different plications.”
10 BAKING UP THE BEST SCHOLARSHIP APPLICATION directions
Add • Dash of leadership • Pinch of drive • Dash of proper grammar • Handful of strong essays, as needed
Blend together carefully until you are proud of your application.
Submit before the deadline!
With a careful balance of the right ingredients, students can bake up an award-winning application.
Baking tips: To apply for a scholarship with Southeastern Illinois Community Foundation: • Visit EnrichingOurCommunity.org/Scholarships and click on “Southeastern Illinois Community Foundation Common Scholarship Application” and then click “Apply Online.” • Complete the matching questions to determine which scholarships you are eligible for. • Select which applications you would like to complete. • Complete and submit the Southeastern Illinois Community Foundation Common Scholarship Application. • Complete and submit all the unique applications you have selected. • If applicable, remind your references to complete their recommendations before the scholarship deadline.
In 2018, we awarded 80 scholarships through our charitable scholarship funds, totaling more than $108,750!
2018 AD Williams Jr. Scholarship recipient Kristen Doty and award presenter Paul Saegesser
10 11 Southeastern Illinois Community Foundation Annual Report 2018 PRESERVING MEMORIES THROUGH ENDOWED SCHOLARSHIPS
Many of life’s greatest moments and memories are shared around a dinner table, sharing a meal with the people we love. “To this day, Sunday night is “popcorn and root beer” for my family because of a tradition that my grandparents had. Carrying on this tradition with my own children helps me feel more connected to my grandparents who loved me and helped me become the person I am today,” shares Amanda Lessley, President/CEO of Southeastern Illinois Community Foundation.
ust like food can connect generations, an en- plays out, I sincerely hope they create the same op- Jdowed scholarship fund is a great way to honor portunity to give through what I have left behind.” the legacy of a loved one, support the school where you spent most of your formative years, or support Once the fund is established, the Community Foun- future generations in their pursuit of higher educa- dation manages the technical, accounting, marketing tion. Because the fund is endowed, scholarships will and administrative tasks required by the IRS to en- be given out forever. sure the scholarship meets charitable requirements – which are considered giving to individuals because “I can’t emphasize enough how much it means for the financial support goes to the school in the name my kids to see me hand out a scholarship in my of a particular individual. The Community Foundation dad’s name,” shares Julie Everett, fund advisor for awards all scholarships on an objective and non-dis- the Thomas J. Epplin Health Profession Scholarship. criminatory basis using a process that has been ap- “I hope to have more time with my children than my proved by our Board of Directors and ensures schol- dad had with me, but if that is not how my story arship decisions are not donor-advised.
12 PRESERVING MEMORIES THROUGH ENDOWED SCHOLARSHIPS
In addition, we walk donors through the process of cesses,” explains Audra Clodfelter, Communication/ deciding how involved they want to be in the selec- Scholarship Administrator. This was the case for Ju- tion process and the criteria for the scholarship. lie Everett and her family. Then we build the online application, promote the scholarship, convene and advise the selection com- “The integrity of the Community Foundation and how mittee, process applications and distribute awards my dad’s scholarship is managed was very important to colleges. With our services, the donors can enjoy to me,” states Julie. "I like the blind review process in the results by participating in award ceremonies and place because reviewers have no idea who the appli- meeting the students they are supporting. “Often cant is at the time of the review and I think it encour- times, we can take the burden off of families who ages more students to apply because it removes the are independently managing a scholarship program possibility of biases. Knowing the awards are based and need help navigating the requirements and pro- on merit is important to me and my family.”
directions
Add • Collection of funds ($25,000 minimum) • Pinch of scholarship requirements • Scholarship review committee • Mix together a unique set of questions for the application.
Yields: Multiple scholarships per year.
Under the proper management of the Community Foundation, this finished product will last forever!
12 13 Southeastern Illinois Community Foundation Annual Report 2018
ALTERING YOUR RECIPE FOR CHARITABLE GIVING
(L-R): Gary Niebrugge (founder of Krops4Kids,) Ryan, Olivia, and Mandy Eckhardt.
Our community is full of generous individuals who aim to give in a way that directly impacts the community, provides lasting contributions, and sustains local charitable efforts. By using a donor-advised fund at the Community Foundation as a tool for giving, donors can remain charitable all the while staying ahead of the curve when it comes to big tax changes. Ryan Eckhardt, a financial advisor at Thrivent Financial in Altamont, has established a donor-advised fund at the Community Foundation as his primary source of charitable giving. The Eckhardt Family Fund gives locally to several organizations, including the Community Foundation, Krops 4 Kids, and several park and sports booster projects in Altamont. Ryan has also enabled students to gain career opportunities in a variety of trades that can allow them to live and work in our community as a supporter of the Fayette County CEO program. The flexibility of the donor-advised fund makes consistent charitable contributions with the Tax Cuts and Jobs Act of 2017 a piece of cake!
ecent changes in tax laws may affect how chari- Ryan understands the issue as both a philanthropist Rtable taxpayers choose to give. The standard and a financial advisor: “Being employed in the fi- deduction has doubled, with several personal de- nancial services field, I believe that we need to take ductions removed as well. Staff from the Joint Com- an active role in educating clients on tax changes mittee on Taxation estimated that the amount of tax- surrounding charitable giving. We frequently see tax payers itemizing in 2018 decreased by 61% from the returns where taxpayers unknowingly lost the ability previous year. Despite this, some taxpayers may still to claim their charitable deductions, sometimes by choose to forgo the standard deduction and instead just a few hundred dollars.” Bunching several years itemize using an alternative method - “bunching." of charitable gifts into just one year allows taxpay-
14 ALTERING YOUR RECIPE FOR CHARITABLE GIVING
ers to take a larger deduction for that year and save Ryan’s future plans for the fund include involving more than the increased standard deduction. Fol- the future generations of his family so that they may lowing a year of bunching, the taxpayer can take the learn the importance of giving back to the commu- standard deduction while still continuing to put their nity: “At this point in our lives, we want to build our contribution towards a favored cause. account up over the next twenty years so that we, our children, and our grandchildren can someday use ALTERING YOUR RECIPE Creating a donor-advised fund with the Community this fund as a part of our legacy plan to give back to Foundation is a straightforward process that be- the community based on the organizations that we gins with the decision of when, what, and how to are passionate about.” Ryan has made gifts to the give. Funds can be created in one’s lifetime, through Eckhardt Family Fund in several ways, including grain FOR CHARITABLE GIVING a trust arrangement, or in an estate plan. Starting and highly appreciated stocks. the fund requires a minimum of $10,000 in assets of almost any kind: cash, publicly traded securities, Charitable contributions made by generous commu- a closely-held stock, interests in limited partner- nity members are the livelihood of our community. ships, real estate, or tangible property. From there, Contributing to the enrichment of the community the Community Foundation can help provide donors while also receiving a greater deduction has been with the information needed to guide the fund. Do- made easier with bunching inside of a donor-advised nors can be highly involved in the fund recommen- fund. This tax-efficient solution, combined with the dation process or delegate the work to community resolve to donate a combined amount every few experts that understand the community’s needs. Fi- years, provides for a steady flow of resources that nally, each grant from the fund will carry this name. local organizations can depend on. The Community This makes for a wonderful opportunity to honor the Foundation is a great place to start or continue your donor, the donor’s family, or someone special as a charitable giving. memorial.
Without Bunching With Bunching