2019 - 2020 Lock Haven University Foundation Impact Report PAGE 1 2020_Impact_Report_rev7.indd 1 12/8/20 10:40 AM Donor Spotlight .........................................4 Donor Spotlight .........................................5 Volunteer Spotlight ...................................6 Foundation Balance Sheet ........................7 Highlights ..................................................8 Ways to Give ..............................................9 Donor Spotlight .......................................10 What's Inside Group Spotlight .......................................11 Scholarships ............................................12 Giving Societies .......................................14 Coorporate Spotlight ...............................17 Student Spotlight .....................................18 Foundation Offi cers/Board......................19 PAGE 2 2020_Impact_Report_rev7.indd 2 12/8/20 10:40 AM THANK YOU FOR YOUR CONTINUED SUPPORT The generosity of Haven Nation has never been more clear – or more needed – than during the challenges we’ve faced together this year. Who could have imagined how the world would change and the lasting impact it would have on all of us. This year marks the University’s 150th anniversary and on behalf of Lock Haven University and the Lock Haven University Foundation (LHUF), we want to thank you for your generous support. Each year, but especially this year, our collective goal is to work with LHU alumni, donors, parents, friends, and corporate partners to elevate the University and help our students with the means to receive an affordable, quality education. During the fiscal year ended June 30, 2020, more than $1.1 million in private gifts were secured while our endowment and other Dr. Robert Pignatello, President assets generated an additional $2.7 million in revenue. In total, the Lock Haven University Foundation was able to provide more than 550 students with nearly $700,000 in scholarship support. You are the reason we are able to fulfill our mission. LHUF’s assets totaled just over $39 million dollars, and our endowment surpassed $12 million. The endowment is earmarked for scholarships for the longevity of the institution so that we can provide both our current and future students with the necessary funds to assist with their financial commitment to their education. Each dollar raised directly impacts the programs and scholarships that our students need to receive an affordable, quality education. None of this would be possible without your continued support and dedication to LHU. Thank you! Your support makes a difference! Thank you for your dedication to Lock Haven University and the Lock Haven University Foundation. We hope you will continue to support the future of our institution and students for years to come. Mr. Robert Maguire, President Lock Haven University Foundation Dr. Robert Pignatello, President Mr. Robert Maguire, Chair Lock Haven University Lock Haven University Foundation FY 2019-2020 PAGE 3 2020_Impact_Report_rev7.indd 3 12/8/20 10:40 AM Donor Spotlight Avery family uses stock transfers to maximize giving impact Matt Avery was a walk-on wrestler at Lock Haven University. By his senior year, he was a two-time Most Improved Wrestler winner with a full scholarship. He won 34 matches as a senior, was awarded Most Inspirational Wrestler and ranked as high as third in the country, en route to a trip to Nationals. These were some of the best experiences of his life. Matt and his wife, Maureen, are now avid supporters of the LHU wrestling program. Not only do they provide fi nancial support, but they do it in a unique way that enables them to maximize the impact of their gifts. Matt and Maureen Avery with their son Billy in downtown Lock Haven. Each year, the Avery’s make a donation to LHU wrestling via a stock transfer through the LHU Foundation. As a 501(c)3 non-profi t, the Foundation Supporting LHU wrestling is not about is exempt from paying the capital gains tax on publicity for the Avery’s. It’s simply a way for the appreciation of the transferred stock. This them to pay it forward by helping students enables the Avery’s to provide more support the way donors of the past did for Matt. than they could from simply writing a check. “If there’s a team or a program that you’re “I’d encourage anyone to speak to a fi nancial advisor fond of, just give what you can,” Matt said. about it,” Matt said. “It may not be the best move for everyone, but for us, the difference in how “You’d be surprised how a little bit here and much it allows us to give is pretty signifi cant.” there can add up. People don’t think $500 is a lot of money, but it is. If a 1,000 people could The Avery’s live in Florida, but their LHU legacy give $500 that could fund the program.” continues to this day, as their son, Billy, is currently “I’m really just fl oored by how grateful these a sophomore recreation management student at students are and how much passion they have LHU. The Avery’s were humbled and grateful by for the sport,” Maureen said. “We’re happy to the way Coach Scott Moore and his wrestlers took support students and help them succeed.” Billy under their wings when he arrived on campus; very much the way Coach Neil Turner and Matt’s teammates did for Matt when he was a student. PAGE 4 2020_Impact_Report_rev7.indd 4 12/8/20 10:41 AM Spotlight Donor Spotlight Scholarship Brunch More than 140 donors and students gathered in the Durrwachter Alumni Conference Center on October “I cannot thank you, 20, 2019 for the James C. Reeser Scholarship Brunch. For the sixth consecutive year, the brunch was a the donors, enough celebration of donor generosity and student success at who selfl essly give to The Haven, and an opportunity for donors to meet the LHU students who soar higher with the help of donor college students,” support. Carl and Carol Watkins received the Philanthropy “I cannot thank you, the donors, enough who selfl essly Award honoring their philanthropic efforts and the give to college students,” said Haleigh Swam, a dual positive impact they have had here at LHU. Accounting and Business Administration major with a concentration in Economics and Finance. “It gives us Ralph and Linda Lehman were bestowed the Wagner all the opportunity to fulfi ll our career aspirations.” Award, which is given to an individual or individuals whose extraordinary efforts and genuine efforts come Swam, a member of the women’s soccer team was from the heart and whose accomplishments have the proud recipient of the Mary Hauck Stillman impacted others in a positive way. Leadership Scholarship and The Accounting Student Award. During the 2019/2020 school year, 550 scholarship awards were made to 467 students, totaling more than Two awards are also presented each year to recognize $700,000. For more information or questions on how to donors for their signifi cant contributions to Lock establish a named scholarship, contact Jeff Ross at Haven University. 570-484-2364 or by email at [email protected]. Haleigh Swam with her scholarship donors, Francis and Mary Stillman at the James C. Reeser Scholarship Brunch. PAGE 5 2020_Impact_Report_rev7.indd 5 12/8/20 10:41 AM Volunteer Spotlight Amee Lewis Vance Ron & Jo Ann Bowes Newly-elected LHU Alumni Eighty-eight dollars in 1982; Association Vice President that was the rst gift that Amee Lewis Vance ‘75 is in Ron and Jo Ann Bowes made her third year on the Alumni to Lock Haven University. Association Board of Directors. Fast forward 38 years, and During that time, she has the Bowes are among the top volunteered countless hours donors to the university to along with nancial support help LHU students achieve to help the LHU Advancement Foundation Board Spotlight academic and athletic success. Alumni Board Spotlight O ce and LHU students “soar higher.” The Bowes have a special a nity for LHU athletics. As a Lock Haven student, Ron was a member of the wrestling team and also served as Along with serving as chair of the Alumni Association’s Relationships the team’s o cial scorer. In the 1962-63 season, they won the NAIA Committee, she also served on a committee of eight Zeta Tau Alpha Championship by a single point over host and favored Bloomsburg. He sorority alumni responsible for fundraising $5,000 for a bench fondly remembers it as one the best memories of his college years. dedication on campus during Homecoming 2019 to honor 18 deceased ZTA alumni. The committee also established the Zeta Nu Scholarship of Jo Ann’s passion for athletics stems from the way sporting events Zeta Tau Alpha, which awards $500 annually to a student who is also a bring people together. She loves the band and the cheerleaders, and sister of ZTA. The committee is intent on raising an additional $5,000 to the pride and passion they inspire among students, alumni and the get their scholarship endowed. community. Amee has worked diligently to get ZTA alumni from the past ve Along with supporting student scholarships, Ron was also pivotal in decades reconnected with LHU. She organized the ZTA of the 70s organizing alumni from the Class of 1966 to fund a gift to the University Alumni Weekend in which more than 70 alumni registered to attend in the form of a beautifully-carved granite Bald Eagle statue. The (before it was canceled over concerns from COVID-19). Even though 36,000-pound eagle boasts a six-foot wing span. It will be perched the event was canceled, she was still able to raise over $1,000 to go along North Fairview Street for countless years to come, serving as an toward the ZTA scholarship. Her continued outreach has helped the everlasting symbol of LHU’s legacy and traditions. Advancement O ce update its database to include almost 600 living ZTA alumni.