Good News

At the Community Foundation, donors have the option to establish a Designated Fund to support programs and issues they are passionate about. It’s a wonderful way to make sure that the organizations in which they were involved or took great interest are perpetually supported for years to come, even after they are gone.

On April 20, 2011, George W. Paul passed away at the age of 95. He was preceded in death by his wife Hallene in January of 2000. After Hallene passed away, George established the George W. and Hallene Paul Family Designated Fund with the Community Foundation of Northeast Iowa. The designated fund supports the El Kahir Transportation Fund, which helps with the cost of transporting children and their parents to and from the Shriners Hospital.

George and Hallene were very involved in the community. George was an active member of the Masons and very active in the Shrine, a philanthropy group. Hallene was a member of Auxiliary, where she helped disadvantaged children.

George and Hallene were married on September 7, 1940, and made Waterloo their home. Both worked in the medical field; George installed and repaired X-ray equipment, and Hallene worked for Dr. Entz, a local urologist.

Throughout their lives, the couple spent their time traveling all over the world, and experiencing many eye-opening adventures. They visited many countries such as: China, Norway, Sweden, Italy, Belgium, Russia, and even Egypt. Their travels kept George and Hallene in touch with different cultures and people from around the world.

Their sense of adventure and vigor for life is complimented by their generous spirits and care for the community in which they worked, lived, and dedicated their time. Children affected by congenital disorders, and their families, who need services and care from the Shriners Hospital will now have even more support to offset the cost of transportation to and from the hospital because of George and Hallene’s generosity and compassion for others.

George’s estate includes provisions for additional gifts to the Community Foundation in support of charitites they loved. Now, George and Hallene’s legacy will continue to live on in the community forever.

S P R I N G 2 0 1 1

Community Foundation of Northeast Iowa receives National Standards recertification

New bill signed for Endow Iowa- page 3

Nonprofit Board Training - page 7

- page 6

Remembering GenerosityPaul Family Designated Fund

George W. and Hallene Paul

Helping you help your community.

425 Cedar Street, Suite 310PO Box 1176Waterloo, IA 50704www.cfneia.org

Established in Waterloo/Cedar Falls in 1956

FOU N DATION

COMMUNITY

For ever.

o

For god.

of Northeast Iowa

www.cfneia.org Please clip this form and mail it with your check to: PO BOX 1176, WATERLOO, IA 50704

Make a gift to your community by giving to any of our funds online at www.cfneia.org,

or simply fill out this form:Name:

Address: City, State, Zip:

Phone: Email:

Donation Amount: $ Please make check payable to name of fund.

For ever.

o

For god .

FOUNDATIONCOMMUNITY

of Northeast IowaEstablished in Waterloo/Cedar Falls in 1956

What is your passion?

YES! I would like to help my community by making a gift to the BLACK HAWK COUNTY*:General Community Fund

Cedar Falls Community FundWaterloo Community Fund

Arts and Culture Fund

Health and Human Services Fund

Youth and Education Fund

I would like to learn more about CFNEIA, establishing my own fund or other giving options.

PLEASE CONTACT ME.

#

*For a complete list of our CFNEIA funds, including all county and community funds, please visit us online at www.cfneia.org.

Non-Profit US Postage PaidWaterloo, IAPermit #707

Return service requested

Serving 20 Iowa counties

25% State Tax Credit opportunity available for gifts topermanent endowment funds at the Community Foundation of Northeast Iowa.

DON’TFORGET!

Cedar Valley Chamber Music Festival - page 5

See page 7 for how tax-free IRA rollovers are eligible for credit!

BOARD OF DIRECTORS

Mary Ann BurkPresident and CEO

Gary BertchChair

Dennis ClarkFirst Vice Chair

John MonaghanSecond Vice Chair

Lori JohnsonTreasurer

Dr. Kyle ChristiasonSecretary

Chuck ShireyPast Chair

Marlene BehnJay BullermanDawn DuvenMark RolingerLois Rupkey-CohrtAaron SannesBob SmithKaty Williams

FOUNDATION STAFF

Mindy GressDirector of Affiliate Outreach

Ali ParrishDirector of Development and Public Relations

Stacy PaulDirector of Finance andOperations

Jennifer Jones RuizCommunications Associate

Julie SchaeferProject Specialist

Nicole StuartAdministrative Assistant

Carolynn SweenProgram Director

AFFILIATE REPRESENTATIVESJanet BrownRon Taylor

EX OFFICIOTeen Trust Representative

Confirmed in Compliance with

National Standards for U.S. Community Foundations

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Governor Branstad signs bill to raise base for Endow Iowa Tax Credit Program

New staff position announcedThe Community Foundation announces a new staff position has been created.

Jennifer Jones Ruiz has accepted a new role as the Communications Associate. She will assist the Director of Development and Public Relations, Ali Parrish.

Jennifer has been on staff full-time since mid-April and looks forward to working with the Community Foundation. She earned a Bachelor of Arts degree in public relations and Spanish from Wartburg College in 2010. v Jennifer Jones Ruiz,

Communications Associate

Community Foundation representatives applaud the bill signing on May 12, 2011 at the state capitol with Governor Terry Branstad.

It was a good day for Iowa on May 12, 2011 when Governor Terry Branstad signed bill SF302 into law. The bill will raise the base amount of the Endow Iowa Tax Credit Program by $800,000 to $3.5 million annually. Additionally, approximately $1 million from gaming tax revenues are added to the base tax credit amount each year, making the total amount of credits available each year approximately $4.5 million. This addition to the base amount of credits available is a tremendous incentive for taxpayers to leverage more than $18 million per year in permanent endowment funds established at community foundations. These endowment funds will support many kinds of charitable projects and nonprofit organizations statewide for years to come.

Many community foundation representatives from across Iowa, including Ali Parrish, director of development and public relations, and Jennifer Jones Ruiz, communications associate, from the Community Foundation of Northeast Iowa in Waterloo, attended the signing to celebrate this step forward in the support of philanthropic giving.

Executive Director of the Iowa Council of Foundations, Angela Dethlefs-Trettin who attended the signing said, “This additional support will continue the vibrant and

important work of endowment building all across the state.”

The Endow Iowa Tax Credit program motivates individuals, families, nonprofit organizations and businesses to work with community foundations to establish permanent funds to support the ongoing needs of charitable work in Iowa. Charitable gifts to a qualifying community foundation are eligible for a 25 percent state tax credit in addition to the federal tax deductions.

Since its inception in 2003, more than $15 million in tax credits from the Endow Iowa Tax Credit Program have leveraged more than $75 million in private, charitable investment into endowment funds at community foundations in Iowa.

Governor Branstad signs bill SF302.

“This additional support will continue the vibrant and

important work of endowment

building all across the state.”-Angela Dethlefs-Trettin

First AnnualLegacy Society Luncheon

The first annual Legacy Society Luncheon was held on May 19, 2011 at the Sunnyside Country Club in Waterloo. Several Society members attended along with Community Foundation Board Chair, Gary Bertch, and Past Chair, Chuck Shirey. The event was held to honor and thank members for their lasting commitment to our community through their planned gifts.

The Community Foundation’s Legacy Society is composed of caring individuals and families who have made plans to leave a generous gift in the form of a will, trust, designation or other planned gift that will have meaning and impact for years to come.

Involvement in the Legacy Society provides the opportunity to enjoy the company of others

who care about leaving a legacy to protect and strengthen our community. The Community Foundation plans to make this recognition luncheon an annual event. Members are also recognized in Community Foundation publications and events such as our annual donor appreciation event.

Members may always choose to remain anonymous in their philanthropy. However, we appreciate their participation in the Legacy Society, as it can be an inspiration to others and may encourage them to think about how they too could have a lasting impact of the causes they are passionate about in this community.

“When a person plants a tree under which she will never sit, then you know

civilization has come to that land.”

~Greek Philosopher

BOY SCOUTS OF AMERICA-WINNEBAGO COUNCIL ENDOWMENT FUNDAgency Endowment FundIncome from the fund will benefit the charitable purposes of the Winnebago Council 173.

CAMP COURAGEOUS ENDOWMENT FUNDAgency Endowment FundIncome from this fund will support the charitable activities of Camp Courageous, whose mission is to provide exceptional year-round recreational and respite care opportunities for individuals with special needs and their families.

GET BACK ON THE TRACK FUNDAffiliate Special Project FundThis fund was established as a special project fund for the “Get Back On The Track...Fast!” fund-raising campaign. The purpose of the campaign is to bring a state-of-the art, all-weather running track to Jesup Community Schools and the Jesup community as a whole, to be used by the school for physical education, athletic training and events, and by the citizens for the betterment of their health

HARLAN RICE-UNION COMMUNITY SCHOLARSHIP FUNDScholarship FundOne-year scholarship grants will be made annually, to qualified graduates from Union Community Schools who will be attending an Iowa university, junior college, or trade school, and who have served their community through volunteer work.

MARY ROBINSON JOHNSONEDUCATION FUNDAffiliate Designated FundThis fund was established in honor of Mary Robinson Johnson, a 1935 graduate of Grundy Center High School. Grants from the fund will be given to Grundy Center Dollars for Scholars to benefit graduates of Grundy Center High School.

NATIONAL 19TH AMENDMENT SOCIETY ENDOWMENT FUNDAffiliate Agency FundIncome from this fund will benefit the educational and charitable activities of the National 19th Amendment Society.

NORTH END ARTS AND MUSIC FEST FUNDSpecial Project FundGrants from the fund will be made to support charitable activities for the purpose of: 1) recognizing and celebrating the achievements of artists from the North End of Waterloo, Iowa, who have received regional or national attention for their work (e.g. Tony Brown, Kevin Burt) in order to provide inspiration and entertainment for prospective artists and the community as a whole, 2) providing a venue for a broad range of local emerging artists to perform or display their work, so the artistic activities of the North End can receive greater visibility and recognition, 3) projecting a positive image of the creativity of the people living in the North End in order to counter negative stereotypes about the area, and 4) providing a positive entertainment experience to residents of the North End.

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New 1st Quarter Partners in PhilanthropyThe Community Foundation is committed to cultivating strong communities across Northeast Iowa and beyond by growing our permanent endowment. We are pleased to announce the following funds were established January 1- March 31, 2011 in support of this mission:

Support the causes you care about by starting a fund or making a gift to one of our established funds at the Community Foundation. For more information, call (319) 287-9106 or visit us at www.cfneia.org!

Patrick has attended Camp Courageous every year since age three.

Striking a Chord in the Cedar ValleyThe Cedar Valley Chamber Music Festival Makes Music More Accessible

Music is portable. Music is everywhere. Music is in everything. Access to music is being made easier for the residents of the Cedar Valley.

The Cedar Valley Chamber Music Festival (CVCMF) helped make music accessible to the Black Hawk County public when they offered multiple free concerts in the summer of 2010.

In June 2010, the Community Foundation of Northeast Iowa awarded a $3,500 grant to CVCMF that helped host five concerts across the Waterloo-Cedar Falls area for children and adults. The

2010 season, entitled “Earth, Air, Fire, Water,” featured concerts at locations including First Presbyterian Church Waterloo, Bethlehem Lutheran Church in Cedar Falls, St. Timothy’s United Methodist Church in Cedar Falls, Hartman Reserve Nature Center and the Waterloo Center for the Arts.

Jo Capoccioni, member of the CVCMF committee, commented, “Our mission to take music off the concert stage encourages relationships between community members and organizations.”

To complete part of the CVCMF relational goals, the 2010 season brought about the first collaborative effort between CVCMF and the Waterloo Center for the

Arts. The free concert, “Afternoon Tea with Bach and Brahms,” reached 80 community members. Additionally, CVCMF organized an educational outreach partnership with Hartman Reserve Nature Center and were able to work with 150 children, between the ages of 3-10, who attended two afternoon concerts. At the afternoon concerts, children were exposed to music and nature through musical performances, craft projects and nature hikes.

The Cedar Valley Chamber Music Festival brought in artists formerly raised or educated in Iowa to join local artists. A few of the featured musicians were Karen Holvik (vocal soprano), Emily Schmitz (violin), Lee Schmitz (piano) and Jacquelyn Venter Ridder (harp).

There are already plans for the Cedar Valley Chamber Music Festival’s 2011 season: Gypsy Airs and Hungarian Dances.

To see photographs or hear performances from the 2010 season, learn more about CVCMF, and find the 2011 concert schedule, visit the Cedar Valley Chamber Music Festival website at www.cvcmf.com.

Contact the Community Foundation at (319) 287-9016, or visit www.cfneia.org to find out more about applying for a grant. v

Musicians rehearse for Cedar Valley Chamber Music Festival Concerts

The Community Foundation of Northeast Iowa recently received confirmation that it meets the National Standards for U.S. Community Foundations set by the Community Foundations National Standards Board.

The Community Foundation originally received certification in 2005, and applied for reassessment in October 2010. Intended both as a blueprint for internal organizational development and as a tangible set of benchmarks for external assessment of performance, the 41 National Standards address six key areas of community foundation operations, all of which the Community Foundation of Northeast Iowa meets.

Meeting national standards is crucial for community foundations. More than $40 billion in charitable funds are handled each year by community foundations nationwide, and with that work comes great responsibility. With

recent problems in the economy, Americans are more cautious where they contribute their dollars, so it is important that community foundations remain credible and trustworthy. This recognition for the Community Foundation of Northeast Iowa can help local donors feel confident about establishing new funds or giving to existing funds. Another important aspect of meeting these standards is that only community foundations who fulfill the National Standards for U.S. Community Foundations are allowed to partake in the Endow Iowa Tax Credit Program, in which Iowa donors are eligible to receive a 25% tax credit on qualifying charitable gifts.

The Community Foundation hosted BoardFUNDAMENTALS, a board training session for local nonprofits on May 10, 2011 in Waterloo. Nonprofit agencies that had received grant funding from the Community Foundation in the past three years were invited to take part in the workshop. Approximately 75 staff and board members from area nonprofit agencies were in attendance.

Dr. Gary Kelsey, Ed. D., principal consultant of Gary Kelsey and Associates was the presenter, and gave a two hour workshop to discuss board member fundamentals and best practices. Dr. Kelsey has provided nonprofit board development, program development, strategic planning, fundraising, and other organizational training to more than 250 nonprofit, philanthropic, and government organizations. He has held positions as a community organizer, program director, grants manager, administrator, senior planner, and executive director for nonprofit and government organizations.

The workshop is designed to strengthen the Community Foundation’s nonprofit grantee partners and their boards, as many supporters and advocates of nonprofits often find themselves serving on the board of directors of a charity for which they feel passionate about,

without proper training and education to feel confident in their role. This training will build support and provide tools to help strengthen the nonprofit agencies in the Cedar Valley.

At the end of the workshop, a drawing took place for a $500 grant prize to a nonprofit agency who attended the event. Two board members were required to attend and be present to win. Consumer Credit Counseling Services of Northeast Iowa, Inc., was selected from the drawing. Roxanne Fuller, Community Relations Director, and board members, Bill Teaford and Karin Blonigan accepted the award of the agency.

Nonprofit Board Training

The next BoardFUNDAMENTALS Nonprofit board training workshop will be scheduled for this fall. Contact us for more information.

Dr. Gary Kelsey , Ed. D.

Dr. Kelsey gives workshop to a large group of local nonprofit representatives.

New IRA Rollover Tax Provisions

The Ross and Arlene Pinkerton Education Fund was established as a way to honor Arlene’s belief in and dedication to the value of an education. Her husband, Ross C. Pinkerton, championed the conservation of their farmland and its proper utilization his entire life through both active participation on County ASCS projects and usage of those same practices on the family’s farm. Iowa State University was selected as a beneficiary of grants from this fund due to its excellent record in providing education to its students and for its Biospheres and Conservation programs, which are some of the best in the nation. Through this fund, Ross and Arlene participate in the education of future generations at Iowa State University forever.

Arlene graduated from the State University of South Dakota in Vermillion, South Dakota, with a Master’s degree in education and began teaching during a time when teachers were expected to remain single. However, she met Ross Cavanaugh Pinkerton shortly after completing her Master’s and decided it was time for her to start a family. Ross and Arlene were married on September 4, 1960, in Cherokee, Iowa.

Arlene was involved in her local Garden Club and led the girl’s through 4-H club in Willow Township for years. She directly influenced countless generations of children through her time as an educator and 4-H. She instilled a love for knowledge in her children that has been carried down to her grandchildren and great-grandchildren.

Arlene Jane Pinkerton passed away on October 30, 2009, but has ensured that the central themes in her family members’ lives continue to be the value of receiving an education and learning about all that the world has to offer.

Ross and Arlene Pinkerton Education Fund

Ross and Arlene Pinkerton

B ardFUNDAMENTALS

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Iowa legislators have coupled the federal tax-free IRA Charitable Rollover, thereby making it tax-free in Iowa as well. Individuals who are 70 1/2 years and older can transfer up to $100,000 from their individual retirement account to a charity, like the Community Foundation, without including the distribution in their

gross income. When transferred to an endowment fund at the Community Foundation, donors are also eligible for the 25% Endow Iowa tax credit on their donation.

Community Foundation Receives National Standards Recertification