2013 Annual Report

2013 Annual Report

RE I INVEST ENRICH INSP 2013 INVEST: devoting time, talent and treasure to positively impact the community INSPIRE: serving as a leader, catalyst We are a family of funds, responsibly managed and resource to ensure sustainability and maintained. By providing superior donor services, flexible charitable giving options and prudent investment alternatives, the Community Foundation helps donors support all the causes they care about at home and around the world. We help them structure their giving to provide immediate funding or to ensure stability for The Community Foundation of Jackson Hole nonprofits in perpetuity. inspires the entire community to support local nonprofits and to celebrate philanthropy through an incredible annual matching grant opportunity – Old Bill’s Fun Run for Charities. INVEST The next generation learns the importance of strategic giving through the Youth Philanthropy program. Nonprofits find talented new volunteers through our Volunteer Jackson Hole website. Philanthropy reinforces our fundamental humanity and our shared values, connecting us to what is truly important. ENRICH: improving lives through philanthropic leadership When we invest our time, talent or treasure to enrich our community, we are all philanthropists, regardless of our net worth. • Over the last 24 years, the Community Foundation has granted over $207 million. • In 2013, 77 local nonprofits received a total of $667,600 from the Foundation’s competitive grant funds. • The Community Foundation holds approximately 230 funds and $48 million in assets. • Over its lifetime, Old Bill’s Fun Run has raised over $100 million to benefit local nonprofits. • Since 2001, the Community Foundation of Jackson Hole has consistently granted more ENRICH dollars per capita than any other community foundation in the United States. • In 2013, students received over $92,000 in scholarships to pursue their dreams. 2013 TABLE OF CONTENTS ImprovIng lIves througH PHIlanthropic leadeRSHIP 2013 WELCOME LETTER Welcome Letter . 1 In this, Old Bill’s seventeenth year, we joined together as a community not to Board and Staff . 2 merely say “Thanks a million” to Mr. and Mrs. Old Bill, but instead to shout, Nonprofit Workshops . 3 “Thanks a hundred million!” Maralyn and Grant Larson . 4/5 2013 Competitive Grants . 6/9 Instead of the hoped-for $9 million, our community of over-achievers raised $9,809,404.13 for a lifetime total of $100,749,625.78 for local nonprofits. Lannie and Bill Hoglund . 10/11 Today, one out of every three households participates in this annual celebration, Community Foundation Funds . 12/15 and the median gift is still $250; we live in a community where everyone is a Erika Pearsall and Ned Jannotta . 16/17 philanthropist regardless of net worth. None of this would have been possible without the inspiration and selfless generosity of Mr. and Mrs. Old Bill and their Old Bill’s Fun Run for Charities . 18/21 fellow Co-Challengers. Youth Philanthropy . 22/23 Stewardship Circle . 24 Supporting causes that are close to home and close to the heart is the essence of the Community Legacy Society . 25 Foundation of Jackson Hole. We help donors Community Foundation of Teton Valley . 26/27 achieve their philanthropic goals by providing a Key Financial Indicators . 28/29 variety of charitable giving options and prudently investing their funds. Planned gifts assure donors Donors . 30/ Back Cover that they will continue to have a meaningful impact on local concerns far into the future. Nonprofits rely on us for professional workshops, competitive grant opportunities, a website to connect volunteers with the organizations that need them, and of course, Old Bill’s Fun Run. With our Youth Philanthropy program we are passing along the responsibility for our valley to the next generation and providing the tools for thoughtful stewardship. Jackson Hole inspires all of us to invest in the enrichment of our strong cohesive community. Most of us came from someplace else, but once we arrived here, we knew we were home. “Thanks a hundred million” just begins to describe our gratitude. Katharine Conover, President Karen Terra, Board President Jackson Hole Lacrosse Club NONPROFIT BOAR D WORKSHOPS & STAFF InveSTIng In TalenT In 2013, the Community Foundation of Jackson Hole provided the following professional development opportunities for those involved in local nonprofits: JANUARY How to Be a great Board member JULY How to Be a great Board member MARCH mastering great Presentations How to Be a great Board member Coffee and Conversation for new executive directors OctoBER grant Writing APRIL effective development and Fundraising NovemBER (2) (3) evaluating effectiveness nonprofit Finance 101 effective development and Fundraising for One on One Sessions with John Heymann Board members Time to get Real: How to be a great Board Strategic Communications member 2.0 grant Writing leadership Workshop Board of Directors Building Healthy Work environments Back Row: Dick Collister - Secretary, Pete Lawton - Vice Chair, Paul Vogelheim (2014 member), MAY Total educational opportunities: 21 Bill Weiss - Vice Chair, Don Opatrny (2014 member), Scott Gibson How to be a great Board member Coffee and Conversation for new executive directors Total individuals in attendance: 210 2nd Row: Erika Pearsall, Jim Augé - Treasurer, Noa Staryk (2014 member), David Carlin, engaging Board and Staff in a Strategic Approach to Change Mercedes Huff, Veronica Silberberg volunteer Jackson Hole Agency Training Total organizations in attendance: 95 Front Row: Bill Newton - Emeritus, Bill Hoglund, Bob Kopp, Cathy Kehr, Margot Snowdon, JUNE Karen Terra - Chair, Clay Geittmann - Past Chair, Richard Spencer - Executive Committee Member Breakfast Club – Public Speaking Not Pictured: Grant Larson, Brad Mead, Tom Muller, Karla Tessler, Tim Watters - Chair, Community Foundation of Teton Valley Staff 2013 Marketing Committee Back Row: Sandy Schultz Hessler Amy Rojo – Senior Philanthropic Services Officer alan Hirschfield Nicki McDermott – Special Events and mercedes Huff Marketing Officer Ingrid daffner Krasnow Annie Riddell – Old Bill’s Fun Run Coordinator Shelley Simonton Rebecca Jenkinson – Office Manager Karen Terra Karla Tessler Front Row: Pam Sather – Finance & Operations Officer Karen Coleman – Vice President, Finance & Operations Katharine Conover – President Old Bill's Fun Run for Charities After you’ve lived here, you don’t want to live anywhere else. MARALYN Grant: My parents moved to Jackson in 1950 and started a restaurant called the Silver & GRANT Spur. They had a connection here, because my grandparents ran a store. I was attending the University of Utah, and each summer I’d travel to Jackson to help with the restaurant. After LARSON Maralyn and I married, I graduated from college starting the lay chaplain program at the hospital. and became an Air Force Pilot. We moved around We wanted to provide holistic patient care, so we with the Air Force for 3 years, but we ultimately worked with the local pastors to bring this service made our home in Jackson. to our community. I also worked on the steering committee to raise funds for the new Senior Maralyn: Grant and I met at CIT Credit Center and delivered senior meals for ten years. Corporation where we both worked. I invited him to a dance. We worked together for 3 years, Grant: Service is an important part of our and then I attended Utah State University. We lives. If you live in a community, you have to were married in 1954. be prepared to give back. If you want things to get done, you have to be willing to help and do We’ve seen lots of changes in Jackson. some of it yourself. That’s part of the reason I’ve been so involved in public service. I’ve served on Grant: It was a struggle to live here in the early many boards and commissions in the County days, but Maralyn and I have been fortunate to and State, but the most rewarding job was being run several successful businesses. After my father President of the Wyoming Senate and serving in (4) passed away, we sold the Silver Spur. We’ve been the Senate for 16 years. (5) in almost every kind of business there is: motels, bars, knick knack shops, a theater and a drive-in. I can’t imagine anywhere with a community We built them up then sold them. We owned the foundation like ours. Valley Shop, a provider of office supplies, for 20 years. The Valley Shop also sold western books Maralyn: People here are so generous and at the height of the industry. We loved the book engaged. They want to find ways to create a better business but knew it was quickly being taken over community by giving money or time. by big box stores. Grant: We’ve loved our Donor Advised Fund Maralyn: We ran the cafeteria at the bottom of and what we’ve been able to do with it. The Jackson Hole Mountain Resort when it opened Foundation helped us give to many diverse causes in 1965. We’d spend hours on the ski slopes such as Wounded Warriors, the University of during the quiet times. They were virtually Wyoming, scholarships for local students and untouched back then. The tram was still under many local service organizations. Working with construction. the Community Foundation lets you simplify the accounting and tax implications while supporting We receive more blessings than we give. your passions. The staff is incredibly responsive. It doesn’t get any better than that. If you want to Maralyn: I’ve been most active in social services. be philanthropic, a Donor Advised Fund is the INSPIRe Twenty years ago, I joined a group of folks in way to do it. Maralyn was born and raised in Utah and has devoted her life to human services ever since she and Grant moved to Jackson in 1958. She spent 20 years as a volunteer at the St.

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