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Philanthropy Success Story. Creating Community Legacies . . . For good . For ever. Creating Community. Legacies. Ida County Community Betterment Foundation. Planting the seeds of giving.

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Presentation Transcript
slide1

Philanthropy Success Story

Creating Community Legacies . . . For good. For ever.

slide2

Creating Community

Legacies

Ida County Community Betterment Foundation

Planting the seeds of giving . . .

For the long term benefit of Ida County and its five communities – Arthur, Battle Creek, Galva, Holstein, and Ida Grove.

slide3

Creating Community

Legacies

Ida County Community Betterment Foundation

From the beginning, the Ida County Community Betterment Foundation (ICCBF) Advisory Board recognized that “We could do more if we were better known . . . and understood.”

slide4

Creating Community

Legacies

Ida County Community Betterment Foundation

  • An outreach and marketing plan for three targeted audiences was developed with the goals of:
  • engaging donors
  • interacting more effectively with nonprofit organizations
  • educating professional advisors
  • A specific communications toolkit was developed for each audience.
slide5

Steps

Initial

slide6

Creating Community

Legacies

Ida County Community Betterment Foundation

  • Initial steps included:
  • Preparing a packet of materials about the ICCBF to include a brochure, handouts on Endow Iowa Tax Credit, fund options & ways to give
  • Developing a PowerPoint presentation
  • Creating a presence on host foundation’s website
  • Numerous press releases
slide8

Creating Community

Legacies

Ida County Community Betterment Foundation

  • Efforts to create awareness of the ICCBF with the general public / potential donors included:
  • a booth at the Ida County Fair with 300 brochures handed out
  • presentations to 23 civic organizations
  • direct mailings
  • A catered “Get Acquainted” event - 53 attendees
slide9

Creating Community

Legacies

Ida County Community Betterment Foundation

Notable Outcome:

A donor pledged $100,000 to the IBCCF (unrestricted) Endowment Fund

slide11

Creating Community

Legacies

Ida County Community Betterment Foundation

  • Efforts targeting professional advisors included:
  • creating a database inclusive of all (35) professional advisors in Ida County
  • implementing ‘Three Steps for 3 Months’ Advisor Outreach Plan
  • ~ one-on-one meetings with 10 key advisors
  • ~ dinner event with speaker (estate planning professional) attended by 24 advisors
  • ~ direct mailing to all advisors in the County
slide12

Creating Community

Legacies

Ida County Community Betterment Foundation

Each step of the Advisor Outreach Plan included customized handouts to educate advisors and for sharing with their clients.

slide13

Creating Community

Legacies

Ida County Community Betterment Foundation

Notable Outcomes:

IBCCF received a bequest gift of $93,975 to establish an endowed scholarship fund.

Aware that IBCCF named in at least 2 other wills.

slide15

Creating Community

Legacies

Ida County Community Betterment Foundation

  • Efforts to interact more effectively with nonprofit organizations included:
  • creating a database of 106 nonprofit organizations, units of local government and service organizations
  • hosting a grant workshop each year for 3 years (direct mailing of invitations) with a total of over 100 attending
  • meetings with nonprofit boards about establishing an agency endowment fund
slide16

Creating Community

Legacies

Ida County Community Betterment Foundation

Notable Outcomes:

One agency endowment fund and two special purpose (non-endowed) funds have been established.

Received a $100,000 gift for the agency endowment fund. Donor said “Foundation provided a way for people to give back to their community.”

slide17

Efforts

Other

slide18

Creating Community

Legacies

Ida County Community Betterment Foundation

ICCBF contracted to have a countywide needs assessment conducted through CD-Dial with surveys sent to 812 households (random sample).

Grantmaking decisions based upon this data will lead to an increase in the quality of life and community vitality in the County.

slide19

For more

Information contact…

Ida County Community Betterment Foundation

Mason Goodenow

Advisory Board Chair @ 712 / 364-2980

ICCBF Administrative Office

Debbie Hubbard @ 712 / 293-3303

www.siouxlandcommunityfoundation.org/aspx.ida