2013-2014 Philanthropist's Almanac

58 Pages·2013·0.41 MB·English

Together,
Strengthening the
Greater Green Bay
Community
2013-2014
Philanthropists’ Almanac
Greater Green Bay
Community Foundation
Letter from the President & CEO

Welcome to the Greater Green Bay Community Foundation’s Brown County the best it can be. You will find information about our community
2013-2014 edition of the Philanthropists’ Almanac. starting on page 4 and you can read the entire 2011 Brown County LIFE
Study, as well as a Regional LIFE Study, online at www.lifestudy.info.
About this Almanac
The information in this almanac has been compiled to help Non-Profit & The Economy Survey
you identify the many opportunities available for you to The Community Foundation conducts a periodic survey of northeastern
become a philanthropist here in northeastern Wisconsin. All Wisconsin non-profits to find out how our non-profit sector is impacted by the
of us have the potential to impact our community through ever changing economy, how well they are prepared for the future, and what
volunteering our time, giving our resources, or exercising our the greater Green Bay community can do to help them be successful. We hope
“spirit of goodwill” toward all people in ways we choose. the survey spurs a healthy discussion and exchange of ideas, as well as
raising awareness of the important role of non-profits in our community. The
The organizations in the almanac asked to participate in this publication and 2013 Non-Profit & The Economy Survey results will be available online at
paid a small fee to have an entry published. When making a donation to a non- www.ggbcf.org starting in April 2013. Past annual reports are also available
profit, it is important to ensure that the organization has a valid charitable online.
status; you can contact the Community Foundation for assistance or for more
information on obtaining any organization’s status. Website
A section of the Greater Green Bay Community Foundation website – called
In the agency’s descriptions in this almanac, many of the non-profits share Community Snapshots: Profiles of Causes that Matter – is dedicated to giving
information about their current activities, operating budgets, current donors more information about local non-profits. This area of our website
endowments and optimal endowments.* allows the general public to search for and donate directly to funds supporting
non-profits in the greater Green Bay area. Make a donation online today. Visit
A healthy endowment for an organization will often provide 30% to 50% of its our website at www.ggbcf.org and click the Giving Opportunities link to access
operating budget, but this optimal percentage may be higher or lower based Community Snapshots: Profiles of Causes that Matter.
on the type of organization and sources of revenue it has at its disposal.
Please consider making a contribution to the endowment fund of your Here at the Greater Green Bay Community Foundation, our mission is to
preferred local non-profit to stabilize its revenue sources (and thus the inspire and encourage philanthropy by connecting caring people like you in our
accomplishment of its mission) for the long term. community with causes you care about. We look forward to helping you meet
your philanthropic goals.
Resources for You as a Donor
The Community Foundation is a wealth of knowledge for you as a donor.
Besides publishing this almanac every other year, we have many more
resources to assist you.
David L. Pamperin, President & CEO
2011 Brown County LIFE Study Greater Green Bay Community Foundation
The 2011 Brown County LIFE (Leading Indicators for Excellence) Study was 310 W. Walnut Street, Suite 350
published in October 2011 and is a community assessment of all sectors Green Bay, WI 54303
affecting Brown County’s quality of life. The Community Foundation helped P: 920.432.0800
lead and sponsor the study along with the Brown County United Way and the F: 920.432.5577
Green Bay Area Chamber of Commerce. Many donors are more and more Web: www.ggbcf.org
focused on understanding the impact of their gift, and non-profits are focused
on maintaining their relevancy with the clients or members they serve. Both *Non-Profits provided their optimal endowment size.
donors and non-profits want to work together to improve our area’s quality of
life. This study shows areas of concern and areas of promise that can make

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Greater Green Bay Community Foundation and The Importance of Endowments

Community foundations are the fastest growing segment of philanthropy in the • Designated Funds let you support specific organizations of your choice
United States. The first community foundation was founded in 1914 in over the long term. The designated recipients receive distributions from the
Cleveland, OH. Today, more than 700 community foundations across the fund on a regular basis forever.
United States have over $15.0 billion in combined assets, and contribute more • Field of Interest Funds provide grants that meet needs in a particular field
than $1.0 billion to non-profit organizations every year. or geographic area that is of interest to you. Field of Interest Funds are
funded by donors who wish to invest in programs addressing the changing
The Greater Green Bay Community Foundation was established in 1991 and community needs in a particular area of concern. Donors choose the area
our service area is the greater Green Bay area, including Brown, Kewaunee, of concern that they wish their funds to support forever (such as arts and
and Oconto counties. We also work with other foundations to service culture, elderly, human services, youth, etc.) and the Community
philanthropy in northeastern Wisconsin. Foundation uses guidelines established by the donor, in conjunction with
the Community Foundation’s extensive knowledge of the community, to
The Community Foundation is a non-profit corporation holding a collection of select grant recipients through an application process.
more than 500 charitable funds established by individuals, families, community • Unrestricted Funds offer the broadest giving option, allowing grants to be
members, non-profit organizations, and corporations for the long-term support made to support our community’s greatest needs at the time of the grant
and investment in community causes. Donors can support these causes by utilizing the Community Foundation’s extensive knowledge of
through the Community Foundation without establishing their own fund. Today, community issues and needs, a community volunteer grants team, and an
these funds collectively have assets worth more than $70.0 million for granting application process.
to support long-term quality of life investments for all sectors of our community.
In recent years, our annual grantmaking averages $5.0 - $6.0 million per year. Importance of Endowments for the Future of our Non-Profits
Building an endowment fund is an important part of ensuring a non-profit’s
We serve and facilitate a community of caring donors – people who care about future financial stability and ability to achieve its purpose. Using an endowment
the needs of the community and take action to meet these needs while investment model, the endowment will be able to provide the organization
improving the area’s quality of life. annual support and maintain the purchasing power long term so that there is
greater financial stability to meet the purpose.
Individuals, families, and organizations can create permanent charitable funds
to help our region meet the challenges of changing times and they can The Greater Green Bay Community Foundation is a permanent and flexible
contribute to existing funds. We invest and administer these funds and use the tool, and was established to focus on our service area of Brown, Kewaunee,
distributions to award grants. GGBCF is the largest grantmaker in our service and Oconto counties. As the community changes, we respond to the changes
area, granting out more than $71.0 million since the Community Foundation’s and will always be here to support the community. Through visionary, diverse,
inception in 1991. and inclusive philanthropy, community foundations have become catalysts for
significant and positive community change.
Establishing a fund is simple and quick. You can use almost any kind of asset
to begin, including cash, stock, estates, bequests, or other special gift Endowment funds are a collection of long-term, permanent funds that are
arrangements. We offer a variety of funds: important for community philanthropy and for the future of our community.
Donors who care about the sustainability of an organization will often
• Donor Advised Funds enable you or your designated representative to contribute to a non-profit’s endowment fund, an Agency Fund, to ensure that
recommend grants to specific organizations of your choosing, either locally a non-profit and its programs will work indefinitely. Some donors also find
or across the country, that have an approved IRS charitable status. The importance in knowing that a cause they care about will be able to benefit long
Community Foundation monitors and invests the fund balance to make term from resources delivered through grantmaking.
sure that the charitable giving dollars will provide long-term impact. No
annual disbursement rate is required, and funds can accumulate over time Field of Interest Endowment Funds support causes, by providing grants to
to provide larger grants. We also offer a Non-Endowed Spend Down Fund, non-profit organizations.
which is a great introduction to the Community Foundation without a
long-term commitment. The gift to endowments can include cash, securities, real estate, wills,
bequests, life insurance, or other gifts under certain circumstances.
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Ways to Give to Charities Leave a Legacy Today

Cash Legacy and Planned Giving is a type of charitable giving that allows you to
A cash gift is the most convenient and simplest form of giving. For tax express your personal values by integrating your charitable, family and
purposes, cash contributions are deductible up to 50% of your adjusted financial goals. Planned Giving offers a way for donors to leave money or
income in the year you make a gift, and amounts exceeding this limit may be assets to a non-profit at his or her death; or a way to invest money so that the
carried forward for five years. donor receives benefits during his or her life and then bequeaths the remaining
funds to the non-profit. Planned giving can be adapted for each donor’s needs.
Securities
Stocks and securities may be donated to a charity, allowing the donor to Planned gifts are referred to as such because they require more planning,
completely avoid capital gains tax, while securing an income tax deduction for negotiation and counsel than many other gifts. Planned gifts can result in
the full current fair market value of the gift – equaling up to 30% of your immediate income, income to charity over time or serve to delay a gift for
adjusted gross income in the year of the gift. The charity will later sell the another period of time while the donor or others retain income and/or access
security at market value. to the assets used to fund the gift.

Real Estate Planned gifts can be made with cash, stocks, real estate, or business interests,
A gift of real estate yields a deduction for the full fair market value of the etc. Planned gifts are frequently made as bequests to charities through your
property and avoidance of capital gains as is a gift of securities. An additional will. Other popular planned gifts include charitable trusts and charitable gift
benefit is the option to retain the right to live in a residence or farm that you annuities.
contribute.
Donors should seek charitable gift planning advice from financial and legal
Wills & Bequests professional advisors who specialize in estate planning with experience in law,
In your will or estate plan, you can include gifts to your favorite charity through investments, property, tax, and charitable transfers in order to assure both the
the Greater Green Bay Community Foundation in the following forms: cash, technical merits of the transfer and the philanthropic quality of the gift.
stock, or property; real estate; a gift in trust to benefit family members during
their lives with the principal conveyed to the recipients at their passing; or a gift
of the remainder of your estate when other specific bequests have been
fulfilled. Depending on the charity, you may also be able to make some or all
of these types of gifts directly to the charity.

Life Insurance
Individuals can donate an insurance policy, assign the dividends as a gift, or
name a favorite charity as a beneficiary. In addition to estate tax benefits, the
gift is tax deductible and insurance premiums paid thereafter by you are
deductible as charitable gifts.

Other special gifts
The Greater Green Bay Community Foundation can accept other items under
certain circumstances, such as tangible personal property.

We encourage donors to seek independent professional counsel to
ensure a complete understanding of a charitable gift.
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Tools to Support Giving: Brown County LIFE Study

The 2011 Brown County LIFE (Leading Indicators for Excellence) Study was
published in October 2011 and is a community assessment of all sectors
affecting our county’s quality of life. The Community Foundation helped lead
and sponsor the study along with the Brown County United Way and the
Green Bay Area Chamber of Commerce. The St. Norbert College Survey
Center and University of Wisconsin-Green Bay Center for Public Affairs served
as the research team for the study. The LIFE Study provides information, but
not solutions. It is up to the people who live in the area to use this information
to impact the quality of life for all who live, work, and play here.

This information is being provided to you as a donor to understand some of the
key issues and concerns that data and community leaders and members
identified in Brown County.

The LIFE Study surveyed community leaders and community members of Overall Ratings of Ten Sectors
Brown County. The survey was mailed and offered online. In addition, focus
“In terms of the following aspects of life in Brown County, how would you rate
groups, expert panels, and published data from reliable resources such as the
the Brown County area?”
U.S. Census, Centers for Disease Control, and county information also helped
to compile the final Study.

Simultaneous LIFE Studies were also completed in Winnebago County and Building a strong economy 2.8
2.7
the Fox Cities to offer a quality of life assessment regionally. Read the entire
2011 Brown County LIFE Study, as well as a Regional LIFE Study, online at Providing arts & culture 2.9
www.lifestudy.info. opportunities 2.7

Overall Satisfaction with Quality of Life Meeting the overall needs of 3
the poor 2.8
“Thinking about Brown County overall, how would you rate Brown County as a
place for...” Caring for vulnerable persons 3.1
2.9
Persons with minority 2.9 Living together as neighbors 33..11
backgrounds 2.3
Single adults 2.5 3.1 Protecting natural environment 33.1 Community
Leaders
Young professionals 3 Providing rec & leisure 3.1
2.7 opportunities 3.3
Persons with disabilities 3.2
2.8 Providing for public safety 3.2
Community 3.3
Retirees 2.9
2.9 Leaders Meeting health needs of 3.2
residents 3.3
Children & Youth 3.2
3.4
Providing effective education 3.3
Families 3.4 3.3
3.7
0 1 2 3 4
1 2 3 4
Mean Scores (1=Poor, 4=Excellent) Mean Scores (0=Poor, 4=Excellent)
Source: 2010 Brown County Leader & Community Survey Source: 2010 Brown County Leader & Community Survey
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Tools to Support Giving: Brown County LIFE Study (con’t)

A Snapshot of Key Findings by Category from the Brown County LIFE Study
Areas of Progress Areas of Concern
· Many appealing non-profit venues
· Affordability/interest for all residents
LIFE of Arts & Culture · Outdoor music events
· Maintain participation by all youth
· Participation by high school girls
· Community-wide events
· Ensuring positive impact of diversity
· Highly rated quality of life
LIFE in Our Community · Engaging new leaders
· Good place to raise a family
· Civic involvement
· Downtown neighborhood groups
· Obesity and lifestyle habits
· Access to care (all types)
· Efforts to promote healthy lifestyle among children/youth
A Healthy LIFE · Need for healthy start for newborns
· Binge drinking has declined
· Environmental health
· Alcohol, drug and tobacco abuse
· Growing needs of older and disabled adults
· More getting prenatal care
· Status and support of youth
LIFE at Home · Community Partnership for Children
· High cost of childcare
· Community collaborations
· Increasing births that are at-risk
· Attendance by fifth graders
· Achievement in math/science · Concerns about investing in future education
LIFE of Learning
· Perceived quality of education · Performance of economically disadvantaged students
· Library system valued
· Air and water quality trends
· Water assets well recognized
· Environmental health determinants
LIFE in our Natural Environment · Drinking water quality
· Challenge of planning with frequent policy changes
· Planning for outdoor recreation by municipalities
· Continued clean up of Fox River
· Outdoor recreation opportunities · Continued downtown development desired
LIFE of Recreation & Leisure · Tourism, events · Upkeep and continuing investment in community
· Sports opportunities (for spectators and participants) infrastructure
· Decline in juvenile arrest rate
· High rate of child abuse/neglect and sexual assault
A Safe LIFE · Quality of safety services/systems
· Drug possession arrests increasing
· Crime rates declining
· Strong service organizations
· More people burdened with housing costs
· Improving access to fresh food downtown
LIFE of Self-Sufficiency · Homelessness increasing
· Collaboration around children in some area school
· More people struggling financially
districts
· Need for jobs with higher wages
· Lower cost of living than in U.S.
· Growing income gap
· Tourism sector growing
LIFE at Work · Retaining young professionals
· Diversified economy
· Mismatch job and workforce skills
· Economic development initiatives
· Public transportation funding at risk
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Tools to Support Giving: Brown County LIFE Study (con’t)

Brown County Cross Cutting Indicators

Current Trend
The 2011 Brown County LIFE Study identified five areas as cross cutting
Higher Educational Attainment of Adult
indictors. They are referred to as ‘cross cutting’ because they relate to
Population, 2007-09
numerous quality-of-life aspects of the community. The LIFE Study consultants
Source: U.S. Census, ACS
and expert sector panels identified these items as key data that, if the
community could “bend the curve” on these items, multiple sectors would see
improvements, suggesting broader quality-of-life benefits for our community.
s 35%
We have assessed each indicator to determine how well we are doing as a Adult 30% Associate's
community relative to that data. of 25%
Current Status: How well is the community doing on this indicator e 20%
g
compared to average rates or other locations? The striped box is Fair, nta 15% Bachelor's
and the black box is Poor. There are no Good or Not Rated indicators. e 10%
c
Trend: What is the trend showing? In which direction is the community er 5%
P
heading in recent years? The striped box is Fair, and the black box is 0%
Poor. There are no Good or Not Rated indicators. Brown WI U.S.
Current Trend Current Trend
Drug & Alcohol Hospitalization Rate, Unemployment Rate

Combined Source: Wisconsin Worknet
0
0 Source: WI Department of Health Services
0 12%
1,
r 4
e e 10%
s p 3.5 Rat
zation 2.53 2005 ment 68%% 22000078
ospitali 1.512 22000079 employ 4% 22000190
H n
U 2%
0.5
0 0%
Brown WI Brown WI U.S.
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Tools to Support Giving: Brown County LIFE Tools to Support Giving: Brown County 20/20:
Study (con’t) Envisioning the Future

Following the release of the 2011 Brown County LIFE Study,
the Bay Area Community Council (BACC) in conjunction with
Current Trend
the Community Foundation, Brown County United Way and
Poverty Rate

the Green Bay Area Chamber of Commerce held a two-day
Source: U.S. Census, ACS
conference called Brown County 20/20: Envisioning the
16% Future. The conference brought together community leaders
als 14% to delve further into five areas that show concern in the
u 12% Study. Five visions were released in a final report by the
id 10% BACC following the conference that offered impacts that
v
di 8% could - and should - be made in the community by 2020.
n 6%
I
f 4%
o Education: By the year 2020, the vision is that education represents a cradle
% 2%
to career approach that utilizes school, community, business, and parent
0%
Brown WI U.S. engagement to achieve graduation rates that exceed the mid-point of the state
2005-07 10.40% 10.80% 13.30% average. This approach is designed to support a successful transition from the
status of student to a contributing member of society. It is crafted to help
2007-09 10% 11.40% 13.60%
children, youth, young adults and families to be healthy, ready to succeed in
school and achieve financial self-sufficiency.

Overcoming Divisions: By the year 2020, the vision is that we are working
Current Trend together to build our community by overcoming political, cultural, social and
Teen Birth Rate economic divisions.

Source: WI Department of Health Services
Economic Development: By the year 2020, the vision is that we consistently
40
seek, promote and create a sustainable economy and livable community -
0 35 financially, physically, socially and environmentally.
0
1,0 30
r 25 Personal & Community Health: By the year 2020, the vision is that we have
e
s p 20 a culture of health and wellness – in mind, body and spirit – that has minimized
h reliance on the medical system and exceeds the experience of any other
rt 15
Bi comparable city in the Great Lakes region.
10

5 Self-Sufficiency: By the year 2020, the vision is that, local families are
0 economically self-sufficient and prepared to meet the needs of older and
2005 2007 2009
disabled residents.
Brown 32.7 35.9 32.2

Wisconsin 35.8 32.4 29.6 Lend Your Expertise Today
Currently, there are several teams of organizations, business, and people
coming together to help make change and impact in these areas. If you’re
interested in serving on a team to assist in one o f the areas, visit the BACC
website at www.bayareacommunitycouncil.org.
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GGBCF Field of Interest Funds • Help uninsured and underinsured residents sustain a higher quality of life
by preventing and reducing acute and long-term care crises through

innovative and culturally appropriate models promoting the control and
Field of Interest funds are established by a donor, family or group of unrelated
prevention of disease and chronic illness, such as diabetes and mental
donors who wish to contribute to a cause or an area of concern, but do not
health.
want to designate a particular organization. The Community Foundation uses

the guidelines established by the donor, as well as the Community
Bridging Communities Fund focuses on increasing the quality of life of the
Foundation’s extensive knowledge of the community to select grant recipients
elderly in northeast Wisconsin. As more and more baby boomers near the age
using a competitive application process for each of the funds below. For
of 65, the Bridging Communities Fund will help ensure that boomers have
further information about these funds or to make a contribution to any of the
opportunities to live life to the fullest by providing grants to non-profits offering
funds, please visit our website at www.ggbcf.org and click Giving Opportunities
programs and services for the elderly.
or contact GGBCF by phone at 920.432.0800 or by email at [email protected].

Crime Prevention Foundation Fund supports programs which successfully
The Arts & Culture Fund of Greater Green Bay will bring visibility to the arts
target a variety of at-risk populations such as children and teens. In Brown
and cultures in our community allowing for expressions of creativity and a
County alone, more than $50.0 million additional have been spent over the
clearer sense of place. This includes, but is not limited to, visual and
past decade to increase law enforcement. Although this does place more
performing arts, participatory performing arts, literary creative expression and
criminals behind bars, it has been proven that crime prevention measures can
cultural diversity, and the preservation and celebration of material culture.
significantly reduce crime and be up to 10 times more cost-effective than
Targeted funding will help us build a richer and more diverse greater Green
traditional control measures. Grants are provided to organizations trying to
Bay. Arts and culture bring joy, new perspectives, richness, and innovative
reduce one of the following: desire to commit the crime, ability to commit the
ideas to all aspects of community life, from business and community
crime, or opportunity to commit the crime.
development to leisure and extra-curricular pursuits.

School Spirit Educational Endowment Fund of the Green Bay Area Public
Ashwaubenon Education Foundation (AEF) Fund supports the
School District supports excellence in the teaching and learning process. The
development and continuation of innovative opportunities to enhance
endowment fund is a catalyst for the implementation of innovative and/or
Ashwaubenon Public School student experiences in order to develop them as
enhanced learning activities. Today’s innovation can lead to tomorrow’s
model community and world citizens. AEF does this by advocating for student
common practices. That’s why our society puts a premium on creativity and
learning needs, securing funding from community sources, and offering
new ideas. Most of the efficient processes and techniques we use today began
financial support for innovative programs beyond the publicly funded budgets.
as someone’s, “Hey, I have a great idea!” The School Spirit Educational
Grants from AEF provide support in the areas of classroom, afterschool, and
Endowment has been created for Green Bay Area Public School teachers,
co-curricular programs, technology, teacher training and student enrichment
staff, students, and parents. Grants provide opportunities to explore creative
opportunities.
ways of delivering educational experiences.

Basic Needs Giving Partnership is a joint effort of the U.S. Venture Fund for
Women’s Fund of Greater Green Bay is a partnership of donors and
Basic Needs, the J.J. Keller Foundation, and Community Foundation donors.
volunteers working to support programs for women and girls. Its mission is to
This Basic Needs Giving Partnership offers funding for planning grants and
encourage philanthropy among women of all ages and backgrounds and to
multi-year grants to groups of organizations that collaborate on delivering
support and expand opportunities for all women and girls. The Women’s Fund
programs and services addressing the issue of poverty in the greater Green
of Greater Green Bay pools dollars for issue areas where women and girls
Bay community that:
need the most help. Women are more likely than men to be homeless, to live
• Help children, youth and young adults become healthy and ready to
in poverty, to be unemployed or have low incomes, to face violence, and to
succeed in school and become self-sufficient.
have inadequate housing and access to health care. Women
• Strengthen individuals and families to help them learn to meet basic needs
disproportionately bear the burdens of working and caring for children,
and build financial self-sufficiency.
husbands, and aging parents. Programs are supported through a grant
• Empower and support individuals affected by aging and dementia with low
application process. Currently the Women’s Fund focuses its grants on local
or fixed incomes through services that meet their basic needs and allow
programs providing leadership and self-esteem development for women and
them to age with dignity.
girls.
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2013-2014 Calendar of Events
2013 Organization Event Location
Clean Water Action Council of
April 6 Annual Dinner Banquet Riverside Ballroom
Northeast Wisconsin
April 6 Encompass The Big Event for Little Kids Shopko Hall
April 7-13 Boys & Girls Club of Green Bay Club Week At the Clubs
April 16 The Volunteer Center of Brown County WPS Volunteer Awards KI Convention Center
April 17 Green Bay Area Chamber of Commerce Golden Apple Awards Radisson Hotel Conference Center
April 19 CASA Breakfast at Tiffany’s Jet Air Hangar
Brown County Community Coordinated
April 20 Walk a Mile in Her Shoes City Deck
Response Team
April 20 Wellspring Living on Purpose
April 22 N.E.W. Curative Rehabilitation, Inc. Annual Recognition Banquet Stadium View
April 23 Phoenix Fund Phoenix — Packers Steak Fry Lambeau Field
April 24 Northeast Wisconsin Technical College A Day for NWTC NWTC
April 24 Women’s Fund of Greater Green Bay Girlfriends Event Meyer Theatre
Michels Commons Ballroom
April 26 Exceptional Equestrians Casino Royale Night
St. Norbert College
April 26 Hand-N-Hand Silent Night Fundraising Event Tundra Lodge
April 26 - 27 Green Bay Botanical Garden Cocoa Bean Mulch & Potting Soil Sale Green Bay Botanical Garden
May 3 N.E.W. Curative Rehabilitation, Inc. Curative Music Festival & Auction
May 4 UW-Green Bay Alumni Association Distinguished Alumni Awards Weidner Center for Performing Arts
May 7 YWCA Green Bay-DePere YWCA Women of Vision Benefit Luncheon Oneida Country Cub
May 10, 11, 12, 17, 18 House of Hope Designers for Hope
May 12 Green Bay Botanical Garden Mother’s Day Brunch at the Garden Green Bay Botanical Garden
May 16 Green Bay Botanical Garden TasteBud Green Bay Botanical Garden
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