CONNECTOR - Community Foundation of Collier County · 2017-01-25 · CONNECTORCOMMUNTY FOUNDATION OF COLLIER COUNTY Turtles on the Town raises awareness and makes a lasting impact

COMMUNTY FOUNDATION OF COLLIER COUNTY

CONNECTOR

Turtles on the Town raises awareness and makes a lasting impact.

The Collier County Scholarship Connector connects local students with the funds they need for higher education.

Learn how you can leave a lasting legacy through estate planning.

ONE COMMUNITY, THREE CAUSES

NO DOLLARSLEFT BEHIND

PLANNED GIVING

2015-2016 ANNUAL REPORT

CONVENING, COLLABORATING, AND CONNECTING

The Community Foundation of Collier County can help you show your love for the community

As we look back on our past year, we continue to be genuinely amazed and inspired by the spirit of philanthropy that is alive and well in Collier County. The Community Foundation of Collier County distributed a record $12,726,338 in distributions to nonprofit organizations from July 1, 2015 to June 30, 2016. Of that record distribu-tion, $6,597,891 came from Donor Advised Funds to help nonprofits locally and around the world.

While there is no doubt that Naples, Florida is an affluent community set in a tropical paradise, the truth is, our community still has critical needs. Camouflaged by lush greenery, beautifully landscaped medians, architec-turally striking businesses and luxurious homes, our com-munity faces serious issues — like homelessness, hunger, illiteracy, poverty and other symptoms of failing systems. These realities can overwhelm, disillusion and discour-age us from taking a single step to remedy obvious and avoidable suffering. Have you ever wondered, perhaps even aloud, how much can we really do?

The good news is that together we can and will continue to make a difference. In this annual report we share with you data we’ve assembled and stories we’ve heard that remind us that by working together, we can make Collier County a place where all people have the opportunity to reach their full potential— a place where we all love to live.

In this report, you will meet Ashley Cruz who, in spite of financial struggles and unfavorable odds, is thriving in

her school and will be the first in her family to attend college. You will also learn about how three organiza-tions, spearheaded by the Community Foundation, collaborated to bring together arts, the environ-ment and philanthropy to have a far-reaching impact in our community.

The Community Foundation convenes, collaborates and connects

to increase and focus private philanthropy in the area. We manage more than 510 funds, collaborate with more than 400 nonprofits, hold over $120 million in assets and have distributed more than $100 million in grants to nonprofit organizations and community programs.

We can help you show your love for our community. Join us in supporting our mission by making a donation, opening a fund, starting a scholarship, or considering a planned gift to the Endowment Fund. When you invest in the Community Foundation of Collier County, you invest in the prosperity and the future of our community. You can make a difference. For more information, visit cfcollier.org.

Eileen Connolly-Keesler,President/CEO

Jennifer B. Walker, Chair, Board of Trustees

M E S S A G E F R O M T H E P R E S I D E N T / C E O A N D B O A R D C H A I R

Community Foundation of Collier County | cfcollier.org 1

The Community Foundation of Collier County Connector, 2015-2016 Annual Report TeamDESIGN, PRINTING AND DISTRIBUTION Gulfshore Life Magazine Brett Wilson - Publisher Beth Armstrong, Brianne Hayden - Art DirectorsBOARD, STORY AND SELECT STAFF PHOTOGRAPHY Nick Shirghio PhotographyAUTHORS Cathy Chestnut, Cindi Withorn

W H A T ’ S I N S I D E

TABLE OF CONTENTSInside Front Cover President and Board Chair’s Letter

2 What is a Community Foundation?

3 Board of Trustees

4 Family Philanthropy

6 Bright Student, Brighter Future: Profile of Community School of Naples Scholarship Recipient

8 Always Angels: Angel Fund For Non-Profits Giving Circle

10 One Community, Three Causes: Turtles On The Town Community Project

12 Scholarships: No Dollars Left Behind

14 Planned Giving: Planning Now to Give Later

16 Seniors Safe At Home: Women’s Foundation of Collier County

18 Philanthropy In Bloom: Naples Botanical Gardens

20 Assets: Foundation Financials

22 Thanks To Our Sponsors

26 Foundation Committees

28 Leaving a Legacy: The Legacy Society

29 Community Foundation Staff

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2 Community Foundation of Collier County | cfcollier.org

WHAT IS A COMMUNITY FOUNDATION• We are a collection of charitable funds

established by individuals, families, busi-nesses and organizations to help address critical needs and improve the quality of life in Collier County.

• We receive charitable gifts, work with families, individuals, attorneys, and estate and financial planners to devise plans that fit every economic situation, ensuring that donors’ charitable contri-butions are used to the fullest extent and for maximum benefit.

• We place those gifts into funds, manage the assets of those funds for growth and make grants from those funds.

• We offer several types of funds to help donors achieve their charitable goals while also meeting community needs.

• In addition to making grants to agencies and special projects in our community, we identify needs, stimulate resources to address those needs and help Collier County prepare for the future.

• Our volunteer board and experienced staff are committed to understanding donor needs, representing their charita-ble interests, expertly handling complex gifts, wisely managing charitable funds and leveraging a wealth of community knowledge to increase charitable impact.

• We serve as a hub for collaboration be-tween philanthropists, nonprofits and other funding organizations across the community.

The Community Foundation convenes, collaborates, and connects to help make a meaningful impact in this community and around the world. For good. Forever.

The first grant from the Community Foundation was given to help build the Cambier Park Bandshell in 1986. The Community Foundation continues to be a leader in community collab-oration through grant distributions to nonprofit organiza-tions and community programs.

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The Community Foundation of Collier County is governed by a Board of Trustees and committees comprised of local community leaders and philanthropy enthusiasts. The Community Foundation

is administered by a full-time professional staff. Operating expenses are paid from management fees, through grants and partnerships with local and national foundations and organizations, and from gifts designated by donors to cover Foundation operating costs.

For a complete listing of funds and grants, please visit cfcollier.org.

Front Row: Patricia A. Jilk, Christine R. Flynn, Mary Lynn Myers, Mary Beth Johns, Jennifer B. Walker (Chair), Suzanne Lount, Kim Ciccarelli Kantor, Laird Grant Groody, Donna M. Messer, and Kathleen L. KircherBack Row: Brian V. McAvoy, Dennis C. Brown, David Watson, George Abounader, Kathleen Kapnick, T. Robert Bulloch, William D. Lange, Harold L. Zink, Mario M. ValleNot Pictured: Blake Gable, Marsha Murphy, Deborah L. Russell, and Jerry Tostrud

OUR MISSION

To improve the quality of life in

Collier County by connecting donors

to community needs and providing

leadership on critical community issues. For good. Forever.

2015-2016 BOARD OF TRUSTEES


The Allyn’s legacy of giving back weaves the fabric of family

and company philanthropy spanning 5 generations.

T H E A L L Y N D O N O R A D V I S E D F U N D S

The Allyn family called the beautiful upstate New York area, nestled in the Finger Lakes, home for five generations. There they lived amid a close-knit, hardworking community set in a beautiful countryside of winding roads, farms, corn fields and charming houses surrounding the picturesque Skaneateles Lake. Now they reside in the tropical setting of beautiful Naples, Florida.

In 1915 William Noah Allyn

co-founded the medical device manufacturer, Welch Allyn, which began with the develop-ment of the world’s first hand-held, direct-illu-

minating ophthalmoscope. After Noah retired, his son William G. Allyn led the company through technical advances, sales growth and industry recognition. Years later, his sons Bill and Lew Allyn took over the helm and continued to lead the company in innovation and tremendous growth.

Philanthropy has been woven in the fabric of the Allyn family and company since the beginning. For example, in


The biggest reward for giving back is seeing people’s lives improve

from philanthropy whether it be

health, owning a home, a better environment or

education.-BILL ALLYN

the 1950’s, William G. Allyn initiated a longstanding free eye care program ev-ery Saturday for Welch Allyn employees and their families.

The Allyn Foundation was founded by William Noah and William G. Allyn in 1954 as a private, family founda-tion that provides grants to charitable organizations in Central New York. The Foundation’s funding priorities are a reflection of the generous legacy of William Noah Allyn, William G. Allyn, Bill and Penny Allyn, Lew F. and Dawn N. Allyn and their children and grandchildren.

When the Allyns give to many Central New York initiatives, they use

their private foundation which is run by Meg O’Connell who analyzes trends and collaborates with community lead-ers to make the greatest impact.

They also use the Central New York Community Foundation staff’s expertise. Community Foundations are a knowledge-hub for specific geographic giving areas. To support numerous southwest Florida charities that are im-portant to their family philanthropy, the Allyns have established donor advised funds with the Community Foundation of Collier County.

Lew Allyn said, “Dawn and I feel everybody has a responsibility to help their fellow man.”

In keeping with the legacy of family giving, the Allyns have passed the altruistic torch to the fifth generation of children. In addition to provid-ing financial assistance to nonprofit organizations, the youngest generation has gone to Louisiana to help after hurricane Katrina and also to Honduras with a church and medical group.

“Kids have to see it (philanthropy) modeled in the behavior of their par-ents, and you have to get kids involved early,” explained Penny. “My Mother used to volunteer for the Junior League in Syracuse teaching young women how to cook. It meant so much to me and to her.”

6

BRIGHT STUDENT, BRIGHTER FUTURE

Ashley Cruz is a remarkable student. She maintains a 4.0 grade-point average, was elevated to a higher math level, is a cheery ambassador to new students and in-spires her peers through random acts of kindness and powerful assembly speeches.

So when the Community Foun-dation of Collier County contacted the private Community School of Naples about making a rigorous education a reality for a financially strapped student, Ashley was the perfect pick. “Without the scholar-ship, she would never be able to go to the Community School,” says her mother, Juana Diaz, an assistant golf course superintendent at Hideout Golf Club. “It was a tremendous opportunity. We are very proud of her for her accomplishments and proud she is able to attend the best school in Naples.”

Ashley, 14, enrolled at the school in 2013 as a sixth grader. “I remem-

ber the day I met her — she had a smile that stretched from ear to ear and was so happy to be taking the admissions test,” said Tricia Helenbolt, director of admissions and marketing at the school. “From that day forward, Ashley’s smile has never faded. She is a bright, caring individual. She is quick to lend a friend a hand, the first to pick up a piece of trash, and the first to speak a kind word when someone has had a tough day.”

Helenbolt added, “Undoubtedly, Ashley has learned her work ethic from her mother. She works tireless-ly to ensure that Ashley has the best opportunities available to her and Ashley seizes those opportunities and does not waste them.”

The Community Foundation is supporting Ashley’s tuition each year with a renewable $10,000 annual grant from eighth through 12th grade. “Through this ongoing partnership, a deserving student

is able to attend the Community School for five years,” said Com-munity Foundation Education/Scholarship Director Sharon Bayata. As she nears graduation, Ashley, like all local students, can access the new Scholarship Connector website to pursue their career goals. (See page 12 for details.)

The Community School of Naples, pre-K through 12, offers 26 Advanced Placement courses to upper level students. The school’s college acceptance rate is 100 per-cent, and a large percentage land at top-tier universities. For Ashley, the sky’s the limit. She is planning to become “the president of the United States or a chemical engineer.” These lofty goals do not surprise Ashley’s brother, Brayden Cruz-Di-az, who looks up to his big sister as a role model. “I have always believed and never lost faith in her, and I hope I can follow in her footsteps when I grow up,” he said.

A unique partnership between the Community Foundation and Community School of Naples eases tuition for a stellar student in need of financial assistance.

C O M M U N I T Y S C H O O L O F N A P L E S S C H O L A R S H I P

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4.0 GPA

PLANNING TO BECOME President OF THE UNITED STATES


A N G E L F U N D F O R N O N P R O F I T S G I V I N G C I R C L E


In 1990, Jack and Mary Wasmer were motivated by a novel idea: support fledgling organizations in Collier County that had potential to impact emerging, basic or unmet needs in the community by giving them the neces-sary wind-under-their-sails funding.

Since then, a cumulative $2.5 million has been distributed to local startup programs and charities through Professional Givers Anonymous, which was initially funded and administered by the Wasmers’ friends—and spread to others in the community—who donated without name recognition. Philanthropy was not new to Mary or Jack, a successful manufacturer with an abiding Jesuit understanding. In their three decades before relocating permanently to Collier County, the Wasmers donated where their name was recognized and they understood that it would inspire others to invest in significant community projects.

In Naples, “at the core, he just want-ed to help the people in his community with the most need without receiving the credit for it,” said their son, Martin M. “Marty” Wasmer, CEO of Wasmer, Schroeder & Company in Naples.

The many and diverse past Wasmer beneficiaries are now well-recognized anchors. They include: Neighborhood Health Clinic for the working poor;

Books for Collier Kids (originally First Book-Collier County); Fun Time Early Childhood Academy of Naples; Prov-idence House for young women with children transitioning out of home-lessness; and Laces of Love, providing shoes to economically disadvantaged youth.

Recently, Marty updated his parents’ spirit of giving by transitioning the original nonprofit to the Community Foundation to administer. It is now called the Angel Fund for Nonprofits, and it’s a reflection of Wasmer, Schro-eder & Company’s like-minded philos-ophy that continues his parents’ legacy. For example, his firm supported the Community Foundation’s initial push for the Collier 211 Information and Referral Service, now run by the United Way of Collier County. “The Angel Fund is a good coming-together of the Community Foundation and what Pro-

THANK YOU TO THE GRANT COMMITTEE THAT MADE OUR WORK POSSIBLE:Jack WasmerMary WasmerMartha ColeSue MorrisonMitzi MaginPatty KrausRobert HolmesJames HartzellTerry FlynnDru DoehrmanAnn BrennanJane GibbsJudy SullivanDon ClaggettBecky ZaiserMary FreyReverend Harold Brown

Anyone can be a part of it. It’s a

giving circle.

The Wasmer family’s tradition of grantmaking has evolved from an anonymous circle of giving to the named Angel Fund for Nonprofits at the Community Foundation.

ALWAYSANGELS

fessional Givers Anonymous represent-ed” in meeting emerging needs, Marty added. And the transition was smooth. Community Foundation CEO/Presi-dent Eileen Connolly-Keesler “has been great at brainstorming,” he said.

Marty’s encouraging others to invest—anonymously or by name. “Anyone can be a part of it. It’s a giving circle. Our expectation is, if this is a shared vision, then anyone can help,”

Marty Wasmer said. “Join us, be part of the process and help us decide where we apply the funds and where we help the community. We’re carrying it on.”


Turtles on the Town raised awareness, excitement and funds

through collaboration and a months-long public art exhibition to make a lasting impact.

ONE COMMUNITY, THREE CAUSES

What do sculpture and philanthropy have in common? In Collier County this past year, they fused into a fun focal point of the community with a charitable intent.

Community Foundation of Collier County President/CEO Eileen Con-nolly-Keesler felt that the timing was ideal to launch a wide-scale collabora-tion. The driving force was to simulta-neously benefit three organizations: the Community Foundation, United Arts Council of Collier County (UAC), and Conservancy of Southwest Florida. The Foundation already supports these two

organizations, and Connolly-Keesler saw the opportunity to make a bigger splash. “Philanthropy, the environment and the arts have far-reaching impacts in our community,” she said, “so we want to ensure their continued expan-sion and success.”

The community collaboration event, Turtles on the Town, netted proceeds of $330,000. $110,000 was given to both the Conservancy and the United Arts Council to support their pro-grams. The Community Foundation split its $110,000 between the CFCC Environmental Endowment Fund and

T U R T L E S O N T H E T O W N C O M M U N I T Y P R O J E C T


the CFCC Arts Endowment Fund to make annual grants available for both causes.

The Conservancy’s share from Turtles on the Town is funding its ex-tensive, long-running sea turtle nesting monitoring program, which includes paid academic interns, a staff biologist, public awareness outreach, monitoring equipment and the maintenance and upgrade of a crucial but dilapidated field station on Keewaydin Island. Conservancy President/CEO Rob Moher calls the island “an epicenter for sea turtle reproduction” during nesting

season. Five species of what Moher calls the “dinosaurs of the seas” can be found in Southwest Florida.

While the loggerhead sea turtle — the species the 50 sculptures were based on — is the most common, other spe-cies are rare and endangered. Thanks to this collaboration, “thousands of them will be protected,” said Moher. “With-out that first step of protecting their nests, the journey would end. None of this works without money and we are extremely grateful for Turtles on the Town to invest in and grow the program.”

The funds raised for the UAC, an arts umbrella organization, are being invested to enrich lives through outreach programs for at-risk youth in over 20 schools and nonprofit centers throughout Collier County. Newly appointed UAC Executive Director Laura Burns said “A stream of research shows just how instrumental exposure to the arts is — not only for academic achievement, but also in enhancing life skills. By working together with the Community Foundation, through the arts, we can help make real and positive change in children’s lives.”

• 50 artists created loggerhead sea turtle sculptures which made their way to seasonal homes across Collier County in November 2015

• 50 turtles auctioned at the TOTT gala in March 2016 and made final treks to their permanent nesting sites

• $330,000 raised to support the arts and environment in the community

• 2020 – Next projected commu-nity collaboration project

TURTLES ON THE TOWN TOTALS

12

NO DOLLARSLEFT BEHIND

The Community Foundation of Col-lier County recently launched its com-prehensive online scholarship portal that puts scholarship information a click away for Collier County residents who want to improve their educational opportunities.

The Collier County Scholarship Con-nector is the most complete online re-source for scholarships available to Collier students—matching their backgrounds and educational plans with scholarship details and applications.

The one-stop site allows users to plug in their school, grade point average, areas of interest and sports, and what type of school they hope to attend, whether it’s technical training, community college or a four-year university.

Students can browse filtered options that apply directly to them and select the most appealing opportunities. Users can see scholarship award amounts, deadlines and more details. The applicant will be able to fill out and submit an application or link to the proper website.

CollierCountyScholarships.org in-cludes scholarships and awards man-aged by the Community Foundation, community groups, businesses and other organizations. The site is open to students of all ages: high school, currently enrolled vocational/technical students,

college and university students, parents wanting to place their children in private schools, those headed to graduate school, and adults who are taking college courses for the first time or returning to school to finish their degree.

Community Foundation Education/Scholarship Director Sharon Bayata says that historically it was not uncommon for parents and students to lose out on scholarship funding or federal student aid. Often, they don’t know where to find information, are focused on work, tests and school, or become overwhelmed by the application process.

The Scholarship Connector is designed to streamline this process for students and parents. “We’re working to make sure it’s the go-to resource. We want to make it seamless and efficient for them,” Bayata said.

In conjunction with applying for federal student aid, visiting this site can reap big rewards in the long run. “Our students aren’t going to be burdened with that debt, which is daunting and can be crushing for students graduating from a post-secondary path,” said Bayata. “And the price of education continues to rise. Applicants will still have to put the work in and fill out applications, but it will be easier.”

The Collier County Scholarship Connector is a one-stop resource connecting local students with the funds they need for higher education or technical training.

S C H O L A R S H I P C O N N E C T O R

13

colliercountyscholarships.orgAPPLICATION PROCESS

4. USE YOUR

“BASKET” TO FIND APPLICATION

INSTRUCTIONS AND DEADLINES

3. ADD

SCHOLARSHIPS TO YOUR “BASKET”2.

REVIEW MATCHING

SCHOLARSHIPS

Steps for

Students

1. COMPLETE A

SHORT ONLINE PROFILE


P L A N N E D G I V I N G


The Community Foundation of Collier County (CFCC) is a beautiful way to positively impact nonprofit organizations beyond your lifetime. Frequently, our estate planning clients hope to leave an impactful and mean-ingful legacy, but they haven’t fully decided which charities they wish to enrich.

CFCC’s mission is to improve the quality of life in Collier County by connecting donors to community needs and providing leadership on critical community issues. For the past 30 years, this public, tax-exempt charitable foundation has focused and increased personal philanthropy in our area with generous community support.

You may want to consider leaving the CFCC a percentage of your estate that you wish to give to a charity per your Last Will and Testament or your Revocable Trust. Donors can establish a charitable fund in their name or the name of a loved one and be personally involved in recommending the uses of their gift.

The first step is filling out the CFCC form, indicating which chari-ties or categories of special interest that you wish to support. A complete Non-profit Directory is available on their

website and professional advisors can assist with advantageous tax structures.

Giving through the CFCC also eliminates the need to go back to your attorney, spending time and money with changes. You can easily adjust your selected charities or areas of interest by going online – or in person – and updating the CFCC form.

Darrell Hendrickson was a client who wanted to leave a lasting legacy in our community, but wasn’t certain who would ultimately benefit. He visited the CFCC office and with their guidance was able to make his chari-table selections. Sadly, Darrell passed away far too early, but his memory re-mains alive through the philanthropic work of the CFCC.

WAYS TO GIVEThe Community Foundation works with donors and their professional advisors to facilitate contributions in many forms:

• Cash and marketable securities

• Closely-held and restricted stock

• Business and partnership interests

• Tangible personal property

• Real estate• Retirement plan assets• Gifts of life insurance• Gift annuities

Donors can establish a

charitable fund in their name or

the name of a loved one.

Ed Wollman, Attorney at Wollman, Gehrke & Solomon, P.A. and Community Foundation Professional Advisor, explains how to leave a lasting legacy through estate planning

PLANNING NOWTO GIVE LATER


SENIORS SAFE AT HOME

W O M E N ’ S F O U N D A T I O N O F C O L L I E R C O U N T Y


In Collier County, senior wom-en living alone face isolation and diminishing health and financial resources,” said Jaclyn Faffer, Ph.D., executive director, Jewish Family & Community Services of Southwest Florida (JFCS). “Often, they have no family in the region or have been forgotten or taken advantage of,” Faffer explained. “Some are faced with homelessness. The issues they have aren’t going to get better. They won’t be getting younger, healthier or wealthier.”

Local programs and resources for seniors practically evaporated during the recession. Responding to this critical need, JFCS opened the first senior center in Collier County in 2014 as a refuge for all seniors to so-cialize and receive services, including bereavement counseling, referrals, dementia and medication support, communal lunches and a slate of enrichment programs.

The center now serves 1,000 members, with three to five regu-lar programs offered five days a week. Some 200 attend the weekly Wednesday lun-cheons but many “return home to

an empty house,” Faffer said. “And worse, we are seeing an increasing number of senior women who have been or are about to be evicted from their homes.”

Members of the senior cen-ter come through referrals from churches, out-of-state family and physicians, or they participate in one program and end up needing more intensive services, including individ-ual case management.

A generous impact grant of $25,000 from the Women’s Foun-dation of Collier County to the nonsectarian center is funding the individualized assessment, care plan development and ongoing moni-toring for seniors who are frail and primarily homebound.

“Senior women, in particular, are a very vulnerable group and we have been on the forefront in providing services. We could not have provided this support without the early grants from the Community Foundation,” said Faffer.

JFCS has provided individualized care plans for 188 physically, emo-tionally and financially vulnerable seniors in the first half of this year. An estimated 70 percent are women and Faffer is projecting that number will rise. “The needs are increasing,” she said. “What’s more interesting to us is that the complexity of the individual situations are increasing and they’re requiring more intensive case management than we have seen in the past two years.”

Without a doubt, Faffer said, the center couldn’t do the work it does without support from the Com-munity Foundation and Women’s Foundation of Collier County. “They have been a lifesaver for us in terms of our capacity and our ability to give residents in our community a better quality of life,” said Faffer. “They not only give us funds to do what we need to do, but the positive reinforcement and strength to do it. They have been with us since the beginning”

The Women’s Foundation of Collier County, in touch with the critical needs of local at-risk women and girls, is providing critical support to help isolated senior women age with dignity.

The Women’s Foundation of Collier County (WFCC), a fund at the Community Foundation of Collier County, makes a major impact in the lives of local

at-risk women and girls by serving their current and chang-ing needs through grantmaking.

WFCC Grantmaking in the past three years by program

area include:• Health & Safety - $66,850• At-Risk Teens - $47,500• Basic Needs - $52,500• Senior Women - $64,143


N A P L E S B O T A N I C A L G A R D E N S


Insurance policies cover our health, homes, and cars when the unexpected strikes. How can a successful nonprofit plan for unforeseen situations? Brian Holley, executive director of Naples Botanical Garden protects his vision for the Garden’s future through its endowment fund at the Community Foundation of Collier County.

Holley, who started his career at the Royal Botanical Gardens outside Toronto, feels it is important for all nonprofits to have sustaining fund-ing, particularly in Collier County where there is no funding for cultural institutions. Endowment allows flexibility to invest in program that will be beneficial to the community and a cushion in case of another major recession, change in donor base or a natural disaster.

Supporters like Judy Sproul under-stand how important the Garden is to the community and how vital an endowment is to an organization. She explained, “Supporting endowment provides long-term sustainability for the causes that you care about. I’m lucky to live in Collier County and give back to the community. The Gar-den is one of my loves. It is beautiful and captures peoples’ imaginations and I definitely want what we’ve built to be there for my children, grandchil-

dren, and many generations after that. Giving to the endowment connects me to the Garden; it makes me feel like I own a little bit of it.”

Holley advises that endowment should cover ten times the operating budget. The Naples Botanical Garden has a ten-year goal to grow their endowment to $50 million. This will keep them on track to carry on their impact in the community by providing programs in education, community greening, conservation, and their vision for continued growth.

“Having our endowment with the Community Foundation just makes good sense,” Holley said. “Fantastic money managers, competitive rates, a great investment committee, and asset co-mingling allows for a much larger entity that we benefit from.”

Holley advises nonprofits thinking of starting an endowment could begin by offering naming opportunities, such as benches, trees, or seats in a theater, as a good way to engage donors. An-other way is planned giving. “If some-one is going to give a gift in their will, they need to know that the money will be secure and invested wisely,” Holley explained. “The Community Founda-tion gives the donor the peace of mind that the funds will be well-managed over perpetuity.”

Naples Botanical Garden is planting the seeds of endow-ment to flower for generations to come.

PHILANTHROPY IN BLOOM

Supporting endowment

provides long-term sustainability for the causes that you care about… and I definitely

want what we’ve built to be there for my children,

grandchildren, and many generations

after that.


S T A T E M E N T O F F I N A N C I A L P O S I T I O N*

The Importance of Transparency

The Community Foundation of Collier County adheres to the highest standards to operate in the public view and public interest. Our most current financial information is updated quarterly and always available for review. We make available for public inspection the last three years of our financial statements, Internal Revenue Service Form 990 and Form 990-T (if applicable), and our Letter of Determination. You may also visit GuideStar at guidestar.org for more information about the Community Foundation.

ASSETS 2016 2015Cash and Cash Equivalents $5,734,408 $10,732,397 Investments $111,246,393 $90,687,815 Beneficial Interest Receivable $34,347 $37,286 Split Interest Agreement Receivables $1,752,467 $2,251,971 CGA Investment Account $602,652 $587,724 Pledges Receivable $805,885 $936,340 Other Receivables, Prepaids and Debentures $66,682 $56,085 Property and Equipment, Net $2,260,997 $1,512,993 Total Assets $122,503,831 $106,802,611 LIABILITIES AND NET ASSETS Liabilities Loan Payable $406,950 $745,000 Payables & Accrued Expenses $287,171 $734,960 Funds Held for Agencies $40,320,435 $24,960,772 Annuity Obligations $547,866 $534,295 Total Liabilities $41,562,423 $26,975,026 Net Assets Unrestricted

Board Designated Endowment Funds: •Designated for Specific Nonprofits $16,788,956 $17,678,764 •Designated Grantmaking $11,218,026 $11,954,769 •Administrative and Program Endowment $1,379,146 $1,471,485 •Scholarship $4,068,953 $3,798,555 •Field of Interest $4,558,734 $4,295,173

Total Board Designated per Donor Request $38,013,816 $39,198,745 Donor Advised $37,750,698 $35,610,610 Operating and Unrestricted Reserve $411,461 $928,415 Designated for Property and Equipment $2,260,997 $1,512,993 Pass Through and Project $- $7,453 Reserve for CGA Obligations $54,787 $53,429 Total Unrestricted Net Assets $78,491,758 $77,311,645 Temporarily Restricted Campaigns and Projects $662,836 $226,683 Split Interest Agreements $1,752,467 $2,251,971 Beneficial Interest Agreements $34,347 $37,286 Total Net Assets $80,941,409 $79,827,585 Total Liabilities and Net Assets $122,503,831 $106,802,611*All funds are subject to variance power.*Unaudited


5 YEAR DISTRIBUTION HISTORY(MILLIONS)

5 YEAR GROWTH IN ASSETS(MILLIONS)

$5.7

$10.0

$7.5

$10.4

$12.7

2012

2013

2014

2015

2016

$63.5 $64.2

$77.6

$106.8

$122.5

2012

2013

2014

2015

2016

Fund Subtype Assets Agency $40,368,698 Deferred $2,389,466 Designated $18,178,731 Donor Advised $37,768,698 Field of Interest $4,860,610 Scholarship $4,142,137 Unrestricted $14,795,491

Total $122,503,831

2106 ASSETS BY FUND SUB-TYPE

33%

12%

3%4%

31%

15%

2%

$622,407 • 5% $3,233,879 • 25% $871,740 • 7% $1,302,664 • 10%

$4,810,355 • 38% $358,081 • 3% $1,113,964 • 9% $413,244 • 3%

TOTAL 2016 GRANTS & DISTRIBUTIONS


BMO Private Bank’s commitment to the communi-ties it serves extends far beyond serving its client’s financial needs. BMO is dedicated to making a

difference in the lives of women. BMO has created a specialized banking division to serve women customers who manage their own money and a task force to help eliminate barriers in the workplace for women. The or-ganization has also conducted research and developed programs to educate women on relevant issues. Last year’s topic: Planning for Life’s Later Years.

Established in 1817, BMO Financial Group is a highly diversified global financial services organization based in North America. The bank offers a broad range of re-tail banking, wealth management and investment banking products and services to more than 12 million customers. BMO Financial Group has more than $586 billion in total assets and approximately 47,000 employees at July 31, 2015.

The Community Foundation works hard to im-prove the well-being of our people and com-munities as a whole. Bond’s Naples office is

pleased to be a corporate partner of the Foundation. Our lawyers and staff vigorously support its goals, not only in the course of serving our clients, but also in giving our time and talents in many leadership and vol-unteer roles for the civic and charitable groups aided by the Foundation.

Equal to our devotion to community, Bond is ded-icated to our Southwest Florida clients. We represent clients in commercial lending, real estate development and construction, estate planning, business, exempt and nonprofit organizations, and commercial litigation. With offices also across New York State, Bond can provide the right counsel from a wide spectrum of practices.

BMO Private Bank Bond, Schoeneck & King PLLC

BMO Private Bank is proud to be the Presenting Sponsor for the Women’s Foun-

dation of Collier County’s Power of the Purse 2015 and the Women of Initiative Luncheon

2016. With all the good work that the Women’s Foundation is doing, we are pleased that this is

the third year of sponsoring these events.-amy hale,

vice president, wealth advisor

Bond’s values and those of the Community Foundation of Collier County are very much alike in the way we see the world and our role in it – respecting indi-

viduals from all walks of life and immersing ourselves in continuous community service

that makes a meaningful difference.-dennis c. brown,

managing attorney, naples office

801 Laurel Oak Drive, 6th Floor, Naples, FL 34108239-592-2470 | bmoprivatebank.com

4001 Tamiami Trail N., Suite 250, Naples, FL 34103239-659-3800 | bsk.com

C O R P O R A T E P A R T N E R S


Since our family moved to Naples in 1980, we have watched our community grow – not only in popula-tion, but also in sensitivity for the future.

The Community Foundation of Collier County has em-powered us to establish strong relationships between our client families and our community. The Community Foundation plays an integral role in our legacy planning process, providing us with the knowledge and resources we need to fulfill our clients’ philanthropic vision. We are proud of our continued partnership with the Community Foundation.

At Ciccarelli Advisory Services, we focus on what mat-ters to your family because we are a family. Our family of advisors and financial professionals is dedicated to pro-moting the financial well-being of your family – today and for generations to come

Gulfshore Insurance recognizes that healthy, thriving communities depend on involved cit-izens, organizations, and corporate partners

for momentum. As a community-based agency, we are committed to creating meaningful change in Col-lier County through community leadership, employee volunteerism, and fundraising support. The Gulfshore Insurance “Helping Hearts, Helping Hands” Human-itarian Foundation places emphasis on not-for-profit programs that serve the needs of our local commu-nity. Every community has its own challenges, and we always strive to be part of the solution!

Gulfshore Insurance has been building relationships and trust in Southwest Florida for over 45 years. To-day, we have more than 130 professionals working to assist our clients manage their business and personal risk.

Ciccarelli Advisory Services Gulfshore Insurance

Our family, our company and those we serve understand that to live

in a community, one must believe in the community. Our personal and

business legacies become centered here, whether a seasonal or full-time resident.

It is a perfect fit for the work we do.-kim ciccarelli kantor,

president

Giving back to the community is an everyday part of what we do

at Gulfshore Insurance. Our corporate commitment is complemented by the

individual and group efforts of our employees, who are known for their

generosity towards causes they believe in.-brad havemeier,

president and partner

Black and Pantone 7468

Black and CMYK9601 Tamiami Trail N., Naples, FL 34108239-262-6577 | casmoneymatters.com

4100 Goodlette Road N., Naples, FL 34103239-261-3646 | gulfshoreinsurance.com


When you invest in the Community, the returns are guaranteed.

At Huntington, we know how important it is to give back to the community. After all, we do more than just work here - we live and raise our families here too. And after everything this community has done for us, we’re just happy to be able to return the favor.

Since 1866, Huntington has been serving genera-tions of individuals, families, small and large business-es and communities. We provide full-service consumer and commercial banking services, as well as wealth management, treasury management, equipment fi-nancing, automobile financing, trust services, brokerage services, commercial real estate financing, insurance programs and other financial products and services.

As one of the leading corporate philanthropists, J.P. Morgan leverages its deep experience to help clients optimize their own giving. Through

The Philanthropy Centre at J.P. Morgan, we seek to help clients increase the impact of their philanthropic invest-ments and make it meaningful across generations.

Much like the Community Foundation of Collier Coun-ty, J.P. Morgan creates opportunities for clients to con-nect with leading philanthropists, foundations and field experts to explore different giving models and share best practices. We encourage clients to ask, “What are others doing?” and craft their own unique roadmap to creating positive social change and leaving a philan-thropic legacy.

We take pride in helping neighbors, communities and countries around the world achieve their financial goals and build stronger foundations for future generations.

Huntington Private Client Group J.P. Morgan

Huntington Private Client Group is honored to be a corporate partner

with the Community Foundation of Collier County. Huntington values our long-term

relationship with the Community Foundation and we are excited to be part of the continued

growth of this great community.-bob schoonmaker,

region manager, senior vice president

We believe we have a unique and fundamental responsibility to help our clients

and communities navigate a complex global economy and address economic and social

challenges. We are proud to partner with the Community Foundation of Collier County and

salute them for their unwavering support and leadership on critical community issues.

-lisa merritt, executive director

8889 Pelican Bay Blvd., # 100, Naples, FL 34108239-594-5900 | huntington.com

850 Park Shore Drive, Naples, Florida 34103239-263-1301 | jpmorgan.com/privatebank/naples

C O R P O R A T E P A R T N E R S

At Northern Trust, philanthropy is a key component of corporate social responsibility, which includes a focus on community affairs, diversity and inclusion,

environmental awareness and socially responsible invest-ing. Northern Trust is honored to be a Corporate Partner with the Community Foundation of Collier County. We are pleased to support an organization so beneficial to a broad spectrum of organizations.

In addition to Northern Trust’s local corporate contribu-tions, Northern Trust employees have personally given of their time, talent and funds to help support the substantial range of worthy organizations which benefit our southwest Florida community.

Northern Trust remains fully focused on providing our clients, respected local professionals and community or-ganizations with integrated wealth management solutions of financial planning, investment management, private banking and trust and estate services.

Northern Trust

Service, Expertise and Integrity are the enduring principles Northern

Trust was founded upon. We are committed to serving

and investing in the communities where we live and work.

-stephanie goforth, west florida president

Park Shore: 4001 Tamiami Trail N., Naples, FL 34103 239-262-8800

Downtown: 405 Eighth Street S., Naples, FL 34102 239-262-5560

northerntrust.com

The staff of the Community Foundation of Collier County is ready to work with your com-pany on corporate philanthropy and programs. The Community Foundation convenes, col-laborates and connects to help your company make a meaningful impact in this community and around the world.

Creating a Corporate Advised Fund with the Community Foundation of Collier County (CFCC) is an easy and efficient way for your company to give back. Your corporate commit-tee makes recommendations on all grants to charities. We manage the fund administration, investments and vetting of the nonprofit orga-nizations for you. Our staff may also partner with you to design a program that is uniquely tailored to your objectives and culture.

Positive growth in any community begins with its young people. CFCC can help you start a Corporate Scholarship Program to de-fray the cost of higher education for employees and their dependents. Funds can help students from a particular school or area, provide finan-cial assistance to those pursing a specific field of study or assist those most in need.

Employees who face crises like a hurricane, flood, or unforeseen illness can receive quick assistance from an Emergency Disaster Relief Fund established by the Community Foun-dation. Once established, these funds can provide emergency support to employees or eligible dependents who are facing serious financial hardship to help them get back on their feet.

We can help you establish a donor advised fund, corporate scholarship, or emergency disaster relief fund. Call the Community Foun-dation at 239-649-5000 to start the conversation.

Creating a Corporate Advised Fund with the Community Foundation of Collier County is an easy and efficient way for your company to give back.



C O M M I T T E E S

2015-2016 CFCC COMMITTEES

▲

TRUSTEES EMERITI Ann E. BerlamJane BillingsDolly BodickChristopher P. BrayCornelius P. CachoJoe B. CoxAlison K. DouglasJeffrey R. EricksonLinda C. FlewellingMarion T. ForteDorothy A. GerrityJ. Dudley GoodletteKevin C. HaleBrad A. HavemeierMana A. HoltzAlan M. HortonThomas E. IngramFrank L. Klapperich, Jr.William Laimbeer, Sr.James B. Lancaster, Jr.L. Bates LeaLinda R. MaloneHon. Ramiro ManalichThomas D. McCannJohn J. Morgan, Jr.J. Richard MunroJohn M. PassidomoAlan D. ReynoldsJames T. RideoutteNed R. SachsThomas G. SchneiderMichael J. SchroederBeverly A. SmithJohn F. Sorey, IIIDuane Stranahan, Jr.William E. ThomasGordon R. WatsonJoanne S. Wyss

▲

AUDIT COMMITTEEGeorge AbounaderDennis BrownTom IngramWilliam LangeHon. Ramiro ManalichLynn MartinMary Lynn Myers, ChairJennifer Walker*

▲

COMMUNITY IMPACT GRANT COMMITTEE Arts & Education: Jane BorchersAnn CampbellChristine Flynn, ChairRobin HamiltonCharlie KerwoodCapital Improvements: Gary T. Crisci Jeff LeedyMartha MarlandMargaret L McMorrow Shelley Perry Craig SohnSkip Zink, ChairEducation & Workforce: Anne FosterJoanne FowlerJ. Richard MunroMarsha Murphy, Chair Gail NeuharthSandy PantherSue ReynenBarbara TeafordPerformance & Outcomes: Pat Aiken-O’Neill, ChairJohn Kenny

Tom LearRose MurphyPeggy MonsonDelores SoreyGlenda StruthersHealthcare & Mental Health: Joyce AlbersJody AlexanderBill BrockJohn HannszMary Beth Johns, ChairTom SchultzHuman Services: Dennis C. BrownAdrianne CadyAraceli GomezKathy Kircher, ChairSusan LarameeJohn PaulEmily WattOversight: Mina MerkelMarsha MurphyMario ValleSkip Zink, ChairScholarship: Anne Hale Robin Birnhak Christine Flynn Joanne Fowler Willie Gorke Don Grandi Laird Grant Groody Melissa Hunter Pat Jilk, ChairJinny Johnson Dania Justice Charlie Kerwood

Jaime Lopez Dick Lynch Sue Manion Carol McCann Bob McCarthy Mina Merkel Peggy Monson Sandy Panther Barbara Posner Miriam Ross Deborah Russell Ben Tiley Ellen Vanderburg Chris Wells Myra Williams Skip Zink

▲

FINANCE COMMITTEET. Robert Bulloch, ChairDennis C. BrownJorge CallejaFlorence CorselloPatrick CoughlanLaird Grant GroodyWilliam LangeMary Lynn Myers*Ernie StevensJennifer Walker*David Watson

▲

GOVERNANCE COMMITTEEDennis C. Brown, ChairBlake GableDorothy A. GerrityMary Beth JohnsKathleen KapnickMary Lynn Myers*Jennifer Walker*


C O M M I T T E E S

▲

INVESTMENT COMMITTEEDennis C. BrownT. Robert BullochElizabeth Frank, Vice ChairLaird Grant Groody, ChairKim Ciccarelli KantorWilliam LangeMary Lynn Myers*Alan van NoordJerry TostrudJennifer Walker*

▲

WOMEN’S FOUNDATION COMMITTEE Kelly CapolinoBev Cherry, ChairSue DaltonLu DrackettChristine FlynnMyra FriedmanBeverly HaasAmy HaleLiz JesseeKathleen KapnickAnne McNultyLisa MerrittJackie PierceJoAnn RemingtonGwyn Sanford

▲

PROFESSIONAL ADVISORS COMMITTEE Pat Antonetti Antonetti Capital Management, LLC

Gregory T. Barkauskas SunTrust Investment Services,Inc.

Cynthia Carlson Bock Akerman, LLP

Christopher P. Bray Ariel Capital Advisors, LLC

Dennis C. Brown Bond, Schoeneck & King PLLC

William M. Burke Coleman Yovanovich Koester

Preston C. Came BNY Mellon Wealth Management

Kevin Carmichael Salvatori, Wood, Buckel, Carmichael & Lottes

Joseph L. Charles FineMark National Bank & Trust

Stefan J. Contorno UBS Wealth Management

Gary T. Crisci Wells Fargo/Crisci Private Wealth Management Mitchell Dannenberg LTCi Marketplace

Martin de St. Pierre First America Bank

Curt C. Edwards Sabadell Bank & Trust

Jeffrey R. Erickson Abbot Downing

Brad A. Galbraith Woods, Weidenmiller, Michetti, Rudnick and Galbraith, LLP

Robin M. Hamilton Morgan Stanley Wealth Management Gregory T. Holtz Ave Maria School of Law

David M. Jones David M. Jones & Associates, Inc.

Kim Ciccarelli Kantor Ciccarelli Advisory Services,Inc.

Adam C. Kerlek Bond, Schoeneck & King PLLC

Charles A. Kerwood III Waller Financial Planning Group, Inc.

Blake W. Kirkpatrick Salvatori, Wood, Buckel, Carmichael & Lottes

Andrew J. Krause Hahn Loeser & Parks, LLP

William D. Lange Regions Private Wealth Management

Lester B. Law Abbot Downing

Laird A. Lile Laird Lile, P.A. Brian V. McAvoy Roetzel & Andress

Lisa K. Merritt JPMorgan Private Bank

William H. Myers Porter, Wright, Morris & Arthur, LLP

Gail K. Neuharth Northern Trust

Jerry F. Nichols Northwestern Mutual-Brown & Brown Benefits

Shelley R. Perry Lasting Links, LLC

Bradley G. Rigor Quarles & Brady, LLP

Lorna J. Scharlacken Cohen & Grigsby

William R. Slepcevich Slepcevich Financial Group

Robert J. Stommel Porter, Wright, Morris & Arthur, LLP

Sharon R. Treiser JPMorgan Private Bank

Ellen Vanderburg Key Private Bank

George A. Wilson Wilson & Johnson, P.A.

Edward E. Wollman Wollman,Gehrke & Solomon, P.A .

Joseph D. Zaks Roetzel & Andress,LPA

Walter Schacht SunTrust Private Wealth Management*The Board Chair and

Chair Elect are ex officio members of all committees.

Mrs. Frances D. ArmentroutMr. Francis A. BakerMr. Garry N. BeanMrs. Jane BillingsMs. Huguette L. CastanedaMr. Ansel M. ChandlerMrs. Patricia A. DanielMr. and Mrs. James F. DerhamMr. and Mrs. Louis H. DingerdissenMs. Susan H. EarlMr. and Mrs. Samuel L. FinkelsteinMr. Richard G. FordMrs. Patricia A. ForkanDr. Howard L. FreedmanMr. and Mrs. Edmond A. Garesche, IIIMrs. Betty Lee GatesMr. and Mrs. James R. Gibson, Jr.Mrs. Christine GinosMs. Nina A. GrayMrs. Jean N. GrunowMrs. Elizabeth S. HallMr. Julian R. HanleyDr. Mana A. HoltzMr. and Mrs. Alan M. HortonMrs. Robert HurdMs. Nancy Reed IckesMr. and Mrs. Michael R. IsermannMr. and Mrs. David M. JonesMr. and Mrs. Edward J. KantDr. Charles M. KarpasMr. and Mrs. George R. Kempton

Mr. Dennis KilcoyneRev. Dr. Kathleen L. KircherMrs. G. Edna KrentzMr. William Laimbeer, Sr.Mr. and Mrs. Ben J. LancashireMr. William R. LindsayMrs. Alice Ross T. MartellDr. Mary McLearnDr. and Mrs. Charles J. MontgomeryMr. and Mrs. Noel OsborneMrs. Nancy V. PotterMr. and Mrs. James D. ProudMr. and Mrs. Robert F. ReckmanMr. David S. ReynoldsMrs. Susan A. RitterMr. and Mrs. Lyle RosenzweigMr. and Mrs. Gary W. SchmelzMr. and Mrs. Charles W. SchueddigMrs. Jane ShaefferMs. Marilyn ShieldsMrs. Joan C. ShipmanMr. and Mrs. Jefferson A. SimpsonMrs. Nancy SineniMr. and Mrs. Erland StevensMrs. Helen StrongMr. Thomas A. SullyMr. William F. TallmadgeDr. and Mrs. Donald UllrichMrs. Miriam WolfsonMr. Bob YoungMr. Dietrich E. Zimmerman

The Legacy Society is comprised of members who have included the Community Foundation of Collier County in their estate plan. The Legacy Society provides awareness to the general public about philanthropic opportunities that exist to sustain the future of our community while creating a family legacy.

Including the Community Foundation in your estate plan is easy. You can simply include a few lines about the percentage of your estate or trust, sum of money or property you would like to donate, and organizations/areas you would like to support. Contact our expert staff at the Community Foundation to start the conversation.

T H E L E G A C Y S O C I E T Y

LEAVING A LEGACY



Eileen Connolly-Keesler President/CEO

Sharon Bayata Education/Scholarship Director

Sherri Eppich Scholarship Assistant

Mary George Vice President of Community Grantmaking

Dawn Grundeman Administrative Assistant

Lisette Holmes Chief Financial Officer

Ann Hughes Director of Donor Services

Eric Kingsley Accounting Manager

Carri Kreisman Event Coordinator

Marsha Lewis Donor Information Specialist

Cindi Withorn Marketing Director

Standing (L-R): Dawn Grundeman, Mary George, Eileen Connolly-Keesler, Eric Kingsley, Carri Kreisman, Marsha LewisSeated (L-R): Ann Hughes, Cindi Withorn, Lisette Holmes, Sharon BayataNot Pictured: Sherri Eppich

COMMUNITY FOUNDATION STAFF

SPECIAL THANKS

to our Media Partners

The Community Foundation of Collier County has a dedicated, professional staff that can help you show your love for our community.

1110 Pine Ridge Road, Suite 200Naples, FL 34108

239-649-5000 • cfcollier.org

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CONNECTOR - Community Foundation of Collier County · 2017-01-25 · CONNECTORCOMMUNTY FOUNDATION OF COLLIER COUNTY Turtles on the Town raises awareness and makes a lasting impact