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Giving Today …

Giving Today …. Growing Tomorrow…. Growth in giving…. i n v e s t i n g i n c o m m u n i t y. w. a. t. h. is a community foundation?. community. people connected by geography… and to each other. foundation. foundation. a platform for growth. foundation. community.

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Giving Today …

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  1. Giving Today… Growing Tomorrow…

  2. Growth in giving… i n v e s t i n g i n c o m m u n i t y

  3. w a t h is a community foundation?

  4. community people connected by geography… and to each other

  5. foundation foundation a platform for growth

  6. foundation community a platform for building community

  7. We are a tax-exempt public charity … created by and forthe people of Oxford County Our Vision is to:“Enhance the quality of life throughout Oxford County by fostering community philanthropy.”

  8. A community foundationhas three special features.

  9. o n e Endowment building &Personalized service

  10. feature one Endowment building & Personalized service ›Identifycharitable giving options ›Customizegiving approaches to match personal interests and tax planning needs ›Facilitate complex forms of giving ›Share knowledgeon community priorities ›Offergrantmaking expertise and administrative services Creating solutions that fit every situation

  11. Endowment building & Personalized servicecont’d • Offer involvement in recommending uses of a gift ›Help people create personal legacies via named funds ›Provide the option to give anonymously Creating solutions that fit every situation

  12. t w o local grantmaking expertise

  13. ›Local organization with local staff andboard members › › › feature two Local grantmaking expertise Knowledge of community issues, opportunities,and resources

  14. Monitor all community needs… Children & Youth Seniors and Shut-ins Education Health Social Services Sports and Leisure Time Activities Gather information and track local agencies and programs. Direct grants and resources to appropriate areas The Arts Making a difference where it is needed most

  15. t h r e e community leadership

  16. feature three Community leadership › Act as a community catalyst › Build endowments to ensure grants are always available to support the community › Support high impact opportunities › Governed by leaders with strongties to our community › Foster development of new organizations and programs ›Re-direct funds as community needs change Our business is building community

  17. o n e Endowment building & Personalizedservice t w o Local grantmaking expertise t h r e e Community leadership Community leadership

  18. A bit of history…

  19. 1921 First Canadian community foundation established in Winnipeg, Manitoba 2002 The Oxford Community Foundation was established with an initial support from the late Pat Smith, first Executive Director for OCF . today More than 160 community foundations across Canada foundation facts A brief history ›Serving citizens across the country › More than $2.9 billion in assets › More than $176 million in local grants each year › And growing!

  20. foundation facts Our vital statistics Oxford Community Foundation : ›$450,000 in endowed assets › More than $4,500 in annual grants in 2010 › Since 2002, Cumulative grants of nearly $20,000

  21. foundation Our Board of Directors’ Executive facts Involved community leaders Bill Semeniuk Chair Ken Whiteford Vice Chair Rosemary George Secretary Patrice Hilderley Treasurer

  22. foundation facts Our grant examples › Youth and teen program funding & Leisure • Health and Human Services grants • Environment • Heritage & Community Development • The Arts

  23. Tools for giving…

  24. named funds A personal legacy of giving Donors can establish a fund in their name, in a family’s name, or in the name of any person or organization they wish to honor. Grants distributed from a donor’s fund are awarded in the name of their fund. This person or organization will always be remembered and linked to good works in our community.

  25. tools Charitable funds for giving • Unrestricted or Community FundMeeting ever-changing community needs › Field of Interest FundAddressing needs in an important area of community life: arts, AIDS, aging, at-risk youth...

  26. toolsfor giving Charitable funds Cont’d.. • Designated FundDirecting gifts to specific agencies or purposes(e.g., scholarship) › Donor Advised FundInvolving donors in the use of their gift › Agency Endowment FundEstablishing or managing endowments for local charities You can create a named fundin any of these categories.

  27. tools Charitable instruments for giving • Outright GiftsGive cash, stocks, real estate or other assets • Appreciated SecuritiesEliminate capital gains tax by giving to a community foundation We accept a wide variety of assets.

  28. toolsfor giving Charitable instruments • Life InsuranceDesignate a community foundation to receive a portion or all proceeds from policy • Charitable Remainder TrustTrust pays beneficiary for life and then assets transfer to community foundation • BequestsDesignate a portion of an estate

  29. t e n reasons people choose to givethrough community foundations

  30. We are a local organization with deep roots in the community 1 Our staff and volunteers have broad expertise regarding community issues and needs 2 We provide highly personalized service tailored to each individual’s charitable and financial interests 3 ten People choose to givethrough community foundations reasons

  31. 4 Our funds help people invest in the causes they care about most We accept a wide variety of assets, and can facilitate even the most complex forms of giving 5

  32. We multiply the impact of gift dollars by pooling them with other gifts and grants We offer maximum tax advantage under federal law 8 7 We partner with professional advisors to create highly effective approaches to charitable giving 6 ten People choose to givethrough community foundations reasons

  33. We build endowment funds that benefit the community forever and help create personal legacies 9 10 We are a community leader, fostering collaboration on issues of broad interest to create positive change.

  34. As An Organization, what can you do to help OCF ? • Make a donation to OCF’s Community Foundation • Decide to create your own Endowment Fund of $10,000 or more pledged over 5 years. • Join with your other Clubs in Oxford and create a Donor Advised Endowment Fund of $50,000 pledge over 5 years.

  35. As Individuals, how can we help? • Make a donation to the Community Fund. • Become a Member of the Founder’s Circle with a donation of $2,000 or more. • Consider establishing an Endowment Fund in your or your family’s name using a life insurance policy, becoming a beneficiary in your will, transferring stocks, or signing up for preauthorized monthly giving. • Let’s talk!

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