2010 Annual Report

Building Vibrant Communitiesof Hope and Opportunity2010 Annual Report

2

Building Vibrant Communities The Nebraska Community Foundation and its

affiliated fund communities are on the leading

edge of redefining Nebraska.

Today we have the opportunity to inspire a

new generation of leaders. They, in turn, are

inspiring us. Young people are telling us that

our hometowns offer big advantages.

Living close to family and friends. Having

direct access to local enterprise. Influencing

progressive decision makers.

Making an impact in a

personal way.

These are the values that

motivate young people today.

These are the opportunities our

rural communities can offer.

This is the work of the Nebraska

Community Foundation.

We are building vibrant

communities by helping local

leaders build on our culture of

neighbor helping neighbor and giving back to

community. We are capitalizing on the opportunity

of a massive intergenerational transfer of wealth

for reinvestment in our communities.

Our role is to support our 1,800 volunteer

leaders through training, organizing, planning

and networking. We provide tax-exempt status for

our 205 affiliated funds. Decisions on how

charitable dollars should be invested are made

at the grassroots level by local leaders.

Our professional staff handles all the financial

management, legal work, investment, tax

filing, auditing—all the responsibilities that

could overwhelm many of the communities and

organizations we serve.

We help our affiliated funds and their donors

arrange legacy gifts to make their hometowns

vibrant places for young families to live in and

work. We invest in hope. One heart and one

mind at a time.

Every high school graduate in Holt County receives a personalized mailbox from our NCF affiliated fund, Holt County Economic Development. It includes a reminder that they are always welcome home and an invitation to return.

Our Mission:

The Nebraska Community Foundation

partners with community leaders to

inspire charitable giving, prudently

manage financial resources and make

strategic investments for the prosperity

of our people and our communities.

Cover: Shickley, Nebraska, (pop. 334) is home to one of NCF’s most successful affiliated funds. (See story on page 8.) Thanks to community-wide collaboration, children experience the joy and security of growing up in a small town and excellent facilities in a school system with a stable enrollment.

“ This is a marathon not a sprint. This is not for our generation. It’s for the next. We’ve got the natural resources. We’ve got a good ag economy. We’ve got the technology. We need to let the next generation know there is opportunity close to home.”

Jon SchmadererPresident,

Tri-County BankStuart, NE

3Building Vibrant Communities |

Dear Friends: Welcome to

the Nebraska Community Foundation!

If you are already familiar with us, this

report should make you feel proud. If you

are just getting to know us, we think you

may be surprised.

NCF is a different kind of charitable

foundation. We are a statewide movement

of more than 50,000 people who have

given back to their communities to do

good—not just feel good.

Together with our network of volunteer

leaders we use philanthropy as a powerful

tool for community development.

We are proud—not surprised—that NCF

continues to grow, year after year, in

good economic times and bad. This past

year NCF and its affiliated funds received

7,794 gifts; 77 percent of these gifts were

from repeat donors. Each year, more and

more of our repeat donors go one step

further. They include their hometown as

a beneficiary of their estate.

This is a remarkable testament of faith in

the future of rural Nebraska. People are

witnessing positive change. Today, our

young people no longer need to leave

town for good to find a better life. These

young people are wise to the world, and

many who would prefer to build their

future closer to home now have the tools

to do so.

NCF’s brand of rural development

philanthropy is fueling local economies,

engaging leaders, and inspiring generous

Nebraskans to reinvest.

This report charts impressive progress in

facts, figures, words and stories of how

people are giving back. Together we are

building vibrant communities of hope

and opportunity.

Jeff Yost, President and CEO

Brian Thompson, Chairman of the Board

Brian Thompson NCF Board Chair

Jeff Yost President and CEO

A Letter from the Board Chair and the President

NCF in Numbers (as of June 30, 2010)

n $118 million reinvested in Nebraska and its hometowns since 1993

n $56 million in total assets (16% year-over-year growth)

n $32 million in endowed assets (26% year-over-year growth)

n 1,800 Fund Advisory Committee members

n 205 affiliated funds serving 227 communities in 77 counties

n 86 community-based affiliated funds building endowments

n 36,353 contributions in the last 5 years

n 44 community challenge grants totaling over $1.5 million; $4.5 million raised as a result

n 171 planned gifts totaling $36 million

n $94 billion estimated transfer of wealth in rural Nebraska by 2050

200

150

100

50

002 04 06 08

133

99

53

18

10

171

As ofJune 30

Planned Giving through NCFNumber of Gifts

4

Inside NCFBoard of DirectorsExecutive Committee Members

Brian Thompson of Waverly

Chair

Shannon Harner of Lincoln

Vice Chair

Brandon Day of Norfolk

Secretary

F.E. Pete Peterson of Brule

Treasurer

P. Mark Graff of McCook

Immediate Past Chair

At-Large MembersJudy Brockmeier of EustisJoe Ferguson of NorfolkJanet Krotter Chvala of AtkinsonJudith Scherer Connealy of DecaturLori Pankonin of ImperialJon Schmaderer of StuartDennis Stara* of LincolnSusan Ugai of LincolnRichard Walter of ShickleyRay Welsh of Pender* Advisory Member

Committed to Quality and AccountabilityThe Nebraska Community Foundation is confirmed in compliance with National Standards for U.S. Community Foundations as established by the Council on Foundations. This means that NCF meets the nation’s highest philanthropic standards for operational quality, integrity and accountability.

The National Standards for U.S. Community Foundations Program is designed to provide quality assurance to donors, as well as to their legal and financial advisors. It requires community foundations to document their policies for donor services, investments, grantmaking and administration. Donors to NCF and its 205 affiliated funds are assured that their contributions are managed and invested wisely, that their charitable wishes are honored, and their lifetime income arrangements are secure. The National Standards confirmation says “our house is in order.”

Honorary MembersHelen Boosalis* of LincolnFred Bruning of Bruning Steve Buttress of KearneyBrenda Council of OmahaConnie Day* of NorfolkNancy Hoch of Nebraska CityRichard Hunt of Blair Kim Lauritzen* of Omaha Fred Lockwood of ScottsbluffRodrigo Lopez of Omaha Ed Loutzenheiser of JuniataBob Mundy of OmahaSenator Ben Nelson of OmahaRon Parks of PapillionBeverly Pollock of OgallalaSid Salzman of AinsworthJim Scholz of OmahaFrank Sibert of KearneyBob Stowell of OrdKathleen Thuman of LincolnMimi Waldbaum* of OmahaJeanene Wehrbein of PlattsmouthJim Wolf* of Albion* Deceased

President and CEOJeffrey G Yost

Meetings of the NCF Board of Directors are held in affiliated fund communities across the state. The Board spent a sunny day in the Sandhills when they met in Thedford for their quarterly meeting in August.

From top, left to right: Brandon Day, Dennis Stara, Pete Peterson, Richard Walter, Ray Welsh and Lori Pankonin. Front, left to right: Jon Schmaderer, Mark Graff, Shannon Harner, Judy Brockmeier and Brian Thompson.

Not pictured: Joe Ferguson, Judith Scherer Connealy, Janet Krotter Chvala and Susan Ugai.

Members of the NCF staff from top, left to right: Sheri Hink, Jeff Yost, Doug Friedli, Diane Wilson, Karla Egger. Middle: Juli Rosso, Marcia White, Reggi Carlson, Jana Jensen. Front: Jim Gustafson, Teri Alley-Davis, Les Long, Amy Fey, Angie Masters.


Contributions to the Nebraska Community Foundation(For fiscal year ended 06.30.10)

Many individuals, families and businesses have provided direct support to the Nebraska Community Foundation to help fund its community-based development work and endowment.

$100,000 or MoreThe Ford Foundation New York, NY

$25,000 to $99,999Frank and Shirley Sibert Kearney

Kathleen Thuman/Lincoln Farmers State Bank/ Maywood *

Richard E. and Louisa L. Manning Geneva

Elaine S. Wolf * Albion

Consolidated Companies * Lincoln

$10,000 to $24,999Robert E. Mundy/Mundy & Associates * Omaha

Cornerstone Bank * York

Richard and Darlene Walter/ Richard Walter Insurance Agency * Shickley

Bruning State Bank Bruning

$5,000 to $9,999The Day Companies Inc. * Norfolk

Farmers & Merchants Investments, Inc. Lincoln

McCarthy Group Advisors LLC Omaha

McCook National Company McCook

Pinnacle Bank Gretna

$2,000 to $4,999

Dennis and Nancy Stara * Lincoln

Lockwood Foundation * Scottsbluff

Shannon Harner and Philip Goddard * Lincoln

Don and Alice Harpst McCook

First National Bank of Omaha Omaha

McCook National Bank McCook

Brandon W. and Tammy C. Day * Norfolk

Judith Brockmeier * Eustis

Mark and Linda Graff * McCook

Nebraska Investment Finance Authority Lincoln

W.R. Berkley Corporation Charitable Foundation Greenwich, CT

$1,000 to $1,999Pete and Jonnie Peterson * Brule

Robert Kathol Omaha

Tri-County Bank * Stuart

Judith Scherer Connealy and Matt Connealy * Decatur

Susan M. Ugai * Lincoln

Diane M. Wilson * Lincoln

Jeff Yost and Cindy Ryman Yost * Lincoln

Allen and Kay Blezek * Lincoln

Fehringer, Mielak & Fehringer PC LLC Columbus

Bettenhausen Family Foundation Lincoln

Tinstman Family Donor-Advised Fund Lincoln

Lincoln Benefit Life Company Lincoln

Union Bank & Trust Company Lincoln

Raymond E. and Debra Welsh * Pender

Timothy and Carol Q. O’Keefe Hastings

$500 to $999Lori J. and Russell Pankonin * Imperial

Lora Damme Talmage

Don Schmaderer * Stuart

Harris Properties Lincoln

HBE Becker Meyer Love Lincoln

Jon and Jennifer Schmaderer * Stuart

Jeff and Judy Greenwald Lincoln

Reggi and Doug Carlson * Lincoln

Sam and Joyce Baird Lincoln

$100 to $499Marcia A. White * Lincoln

Jim and Terri Gustafson * Lincoln

Joe Ferguson * Norfolk

Karl “Jack” Randecker, Sr. Farnam

Doug and Pat Friedli * Nebraska City

Susan Stibal and Brian Ardinger Lincoln

Jana and J.C. Jensen * Bingham

Karla and Matthew Egger * Martell

Amy and Craig Fey * Crete

Irv and Wanda Omtvedt Lincoln

Les and Terri Long * Lincoln

Shaun Rylee and John Russell Vanneman Lincoln

Steven Hutchinson and Susan Thomas Omaha

* All or a portion of this gift is part of a multi-year pledge commitment in support of the NCF Endowment.

The Ford Foundation Challenges NebraskansIn November 2009 the Ford Foundation

announced that it had chosen the Nebraska

Community Foundation as one of only five

organizations nationwide to receive up to a

$1 million challenge grant. The grant will

support NCF’s current work and catalyze

our endowment-building efforts.

To meet the challenge,

NCF must raise a

three-to-one match—

$3 million—from

Nebraska-connected

donors with new gifts

or pledges by December

31, 2011. Our friends

have responded

enthusiastically.

We are well on our way

to achieving our campaign goal.

Contributions to the Nebraska Community

Foundation help build vibrant communities

of hope and opportunity.

“ My friends, you’ve come a long way. The Ford Challenge grant is a public endorsement that says you will go further. We’re glad to have you as a partner. Thank you for this investment opportunity.”

Linetta J. Gilbert Senior Program Officer

The Ford Foundation

6

Leadership in PlacePartnering with Communities

For the Nebraska Community Foundation

and its affiliated funds, raising money is

not the ultimate goal. The goal is building

vibrant communities. It all begins with

developing a dynamic community vision.

NCF’s role is to build a cadre of skilled

and committed leaders with the capacity

to achieve their vision. We provide action

planning, education, training, technical

assistance, peer mentoring and one-on-one

coaching to our 1,800 volunteer fund leaders.

Action Planning

Over the past year, NCF has added staff-

facilitated action planning to our inventory

of community-building tools. Eight

affiliated funds have worked through

NCF’s multi-day action planning process.

The first strategy is to develop a strong

governance framework with built-in plans

for leadership transition and succession.

NCF recently completed action planning

with our affiliated fund in Eustis. The

Fund has set ambitious goals for building

its endowment and meeting a challenge

grant to raise $75,000. The Fund reaches

out beyond Main Street to recruit leaders

who represent the entire community.

Reaching Out

NCF’s action planning framework calls

for broader community involvement in

an affiliated fund’s vision and mission.

Whether it is creating a case statement,

holding an annual celebration, or

communicating with the media, potential

donors or alumni, NCF provides resources

to help our affiliated funds. In Nebraska

City, leaders are using these tools and

Members of the Stratton Community Foundation Fund Advisory Committee include: Betty Golding, Dustin Ladenburger, Pat Egle, Ann Sutton, Mike Pruter and Peggy McDonald. Not pictured: Beth Kollmorgen

Seth Gruber is the new Chair of the Eustis Community Foundation Fund.

Each year our affiliated fund in Nebraska City honors its Philanthropist of the Year. Chair Dave Partsch presents the 2010 award to Carol Crook at the Fund’s annual celebration in Nebraska City.

more to encourage greater philanthropy from

residents and expatriates. The affiliated fund

has nearly 400 Facebook friends.

Welcoming New Leaders

Most of our community-based affiliated funds

were established within the last 10 years.

Today, leadership is changing in many affiliated

funds. New leaders are likely to be younger, and

more and more women are stepping into the

leadership roles. NCF’s affiliated fund in Imperial

was one of NCF’s first to complete formal action

planning. The Fund is focused on building a

community where young families can thrive. Each

of the young community leaders (pictured below

left) have returned or moved to Imperial to pursue

their careers and raise their families. They are

representative of the dozens of young people

returning in recent years.

In Perkins County, Michelle Ross, Becky Uehling

and Ashley Colglazier led the charge to meet

the Hunt Family Challenge to build a $200,000

endowment. Michelle, who works at Pinnacle

Bank in Grant, was allowed to make donor calls

during business hours. In December Ashley told

NCF staff, “I may be unavailable for a couple days

because I am having a baby.” The Fund met their

goal on the final day of the Hunt challenge –

December 31, 2009. The Hunt family owns

and operates Great Plains Communications.

It has issued numerous challenge grants to NCF

affiliated funds across the state.

The two female co-chairs of the Stratton

Community Foundation Fund were instrumental

in raising $150,000 as match to

receive a $50,000 Hunt Family

Challenge grant. They reached

the finish line by taking time on

Saturday mornings to visit with

folks at a local coffee klatch.

The result was four gifts of

grain worth almost $20,000.

The Fund Advisory Committee

is now focusing on annual

giving and estate planning.


Left to right: Alex McNair, Jill Fiedler, Derek Russell, Dillon Harchelroad and Tiffany Reeves.

Derek and Dillon serve on Imperial’s Fund Advisory Committee and Tiffany’s husband, Dan, is a past Fund Advisory Committee chair.

Front row, left to right: Michelle Ross, Becky Uehling and Ashley Colglazier with Hunt family representative, Gail Jensen and NCF staff member Jana Jensen. Back row, left to right GPC employees Kevin Poppe and Brandon Wood; Jeff Wallin, Perkins County Foundation Fund Advisory Committee member and GPC employee Dan Ross.

“With NCF’s help we’ve developed our vision, mission and values, which have shaped and sharpened our focus. We’ve learned techniques from training sessions and monthly webinars. NCF is always quick to respond whenever questions arise or guidance is necessary.”

Dave Partsch Chair, Nebraska City

Community Foundation Fund

Stratton Community Foundation Fund Co-Chairs Peggy McDonald and Ann Sutton are mentoring the Fund’s newest committee member, Dustin Ladenburger.

Aiming High

Although the town has fewer than 400 people, half of

the households in the school district contribute to the

Shickley Community Foundation Fund. In 2010 the

Fund reached a landmark. It surpassed the $100,000

mark in grantmaking, most of which occurred over the

past 10 years.

Grants have enhanced recreation, fire and safety,

the library, human services, education and more in

Shickley and Fillmore County. The Fund has nearly

$1.9 million in total assets and expectancies. In April,

NCF facilitated action planning with the Fund to set

new goals and objectives. The plan calls for building a

$12 million community endowment over the next 20

years. The Fund Advisory Committee determined that

an endowment of this size will meet ongoing needs

and new opportunities for achieving their community’s

vision for the future. Nearly all committee members

have personal planned gifts in place to provide future

community reinvestment.

8

New Opportunity CapitalInspiring Charitable Giving

The Nebraska Community Foundation connects

charity to prosperity. As our people give back

to their hometowns, they are creating new

opportunities today and in the future.

When the Nebraska Community Foundation

was founded in 1993, there were only a

handful of community foundations in the state.

Today, NCF is helping 105 communities build

permanent endowments through grassroots

philanthropy.

“Had we not learned from NCF and

other funds, we’d still be thinking

we’re too little and too poor. But we

did it. We met our $200,000 challenge,

and we’re not done yet!” Peggy McDonald

Stratton Community Foundation Fund

NCF Grassroots Philanthropyn 86 affiliated funds building endowments

to benefit 105 communities

n 44 challenge grants resulting in $4.5

million

n $23.8 million in community endowments

n 36,353 contributions in the last 5 years

Dan Miller, chair of the Shickley Community Foundation Fund, says the Fund’s reputation for success with NCF has strengthened its position to set and achieve ambitious goals.


Leveraged Philanthropy

NCF helped arrange an estate gift of $615,000

in 2010 to help small-town public libraries in

Nebraska. Established by Shirley Kreutz Bennett

of Lincoln, the fund will provide matching grants

for infrastructure and operations of libraries in

communities with a population of less than 3,000.

Communities will need to raise local matching funds

and compete for grants. Matching grant programs

like this are proven catalysts for inspiring charitable

giving by local donors and former residents. This

term endowment is to be spent down within 10

years, yielding approximately $70,000 in annual

investment earnings for grantmaking.

Youth-Focused Philanthropy

Fall sports look different in 2010 for the Eustis-

Farnam Knights, thanks in part to the E-Unit, the

youth group of the Eustis Community Foundation

Fund. The group was determined to raise money

and community support for renovating the football

field in Eustis. Although some members of

the youth group knew the project wouldn’t be

completed before they graduated, they persevered.

The teens held food sales, did manual labor and

asked for donations over a period of years and

raised $15,000. Additional funding came from the

district’s special building fund and from private

donations. The field now has a new scoreboard,

announcer’s booth, lights and bleachers. The young

E-Unit learned how to inspire their elders and

charitable giving.

Giving While Living

Rolland Ramsthel of Burwell

decided not to wait to give back

to his community. Recognizing

the need for registered nurses in

the area, and to honor his wife,

Irene, who was a nurse, Rolland

established an endowment to

provide scholarships to nursing

students in the Burwell area.

To date, seven students have

received ongoing support for their

education over the past four years. Upon his

death, Mr. Ramsthel’s estate added $107,000

to the permanent fund that now totals more

than $300,000. The annual earnings are

permanently earmarked to support aspiring

health care professionals.

In the coming year, libraries in small towns like Bruning will be able to apply for assistance from NCF’s Kreutz Bennett Donor-Advised Fund.

Tina Sheldon Kennedy with her parents, Laura and Randy Sheldon.

E-Unit members pose at the construction site of a new announcer’s booth in Eustis. Left to right: Ethan Smith, Katie Fagot, Jim Schmeeckle (advisor), Jeff Loshonkohl, Jordan Rieker and Jerud Banzhaf.

“ I’ve always been very thankful for this scholarship and to the man who donated it, Rolland Ramsthel. I’m a small-town girl at heart. After I get some experience, I want to put down roots and raise a family in a small town where I feel safe and comfortable.”

Tina Sheldon Kennedy Fourth-year recipient of

the Rolland and Irene Ramsthel Scholarship

10

For the Prosperity of our People and our Communities

The Nebraska Community Foundation is a

decentralized system. Decisions on grant-

making are made at the local level. NCF’s

role is to provide guidance to assure that

grantmaking meets legal requirements

and that it is strategic to the future of

the community. That future depends on

building vibrant communities today where

both young people and seniors can thrive.

Scholarships

Surveys with more than 6,000 students in

40 rural middle and high schools show that

more than half of our young people picture

themselves living in the area if future career

opportunities are available. More than 40%

say they are interested in owning their own

business someday. Only 12% say their town

is too small.

NCF encourages scholarship programs that

target young people who are interested in

returning to rural areas to build their careers.

Many affiliated funds use this criterion when

awarding scholarships.

Holt County Economic Development is an NCF affiliated fund that invests in people attraction and entrepreneurship in north-central Nebraska. It helps recruit families and create jobs for people like Steve and Jenny Alder, who returned to Stuart with their daughters Emma and Grace.

Students in Boyd, Holt

and western Knox

counties benefit from

an endowed scholarship

fund through NCF

established by the late

Mary Linhart. To be

eligible, applicants

must explain how they

intend to use their

education to strengthen

rural communities. In

its first year, the fund

awarded 14 scholarships for a total of $25,000.

Non-traditional Scholarships

In rural communities, people are our most

valuable resource. For several years, NCF’s

affiliated fund in Nebraska City has used its

unrestricted endowment earnings for the sole

purpose of investing in people who live and work

in the community. Scholarships are awarded to

adults who wish to further their education or

enhance their skills. Building a stronger

knowledge base invigorates our hometowns and

stimulates wealth creation. Trever Roberts is

one of this year’s five non-traditional scholarship

recipients. He currently works as a construction

“ I am interested in building my career in a rural community so that I can help families who are overwhelmed and need assistance in their child’s development. Although a speech pathologist may be able to earn a better ‘salary’ in a large city, I believe they can make a better ‘living’ in a rural community where everybody cares and works together.”

Avery M. Schneider O’Neill, NE

Impact Grantmaking


superintendent and

is studying construction

management at ITT

Technical Institute in

Omaha. This is the

second year he has

received the award.

He works two jobs

to support his family

and pay for school and

says the scholarships

have really helped.

Entrepreneurship

HomeTown Competitiveness (HTC) is a

community-building framework developed by a

collaborative partnership of the Nebraska

Community Foundation, the Heartland Center

for Leadership Development and the RUPRI

Center for Rural Entrepreneurship.

Holt County is using HTC to link philanthropy

to leadership development, entrepreneurship

and youth engagement. The county’s nine

communities collaborate to invigorate their local

economies. Last year the estate of Rudolph Elis

established a $2.3 million endowment through

NCF to support entrepreneurship and people

attraction in O’Neill, Norfolk and surrounding

communities. In 2010 the affiliated fund made

its first grant–$87,500 over three years to support

business coaching in Holt County. The return on

investment on this type of grantmaking will build

year after year.

Engaging Young People

McCook is another HomeTown Competitiveness

community. Major gifts from Andy and Geri

Anderson have built an endowment of more than

$500,000 to stimulate entrepreneurship and

leadership among young people. The endowment

provides support for the Youth Change Reaction

leadership group, which works through the McCook

Community Foundation Fund. Funding also

supports entrepreneurship day camps and

curriculum for middle and high school students.

Creative Investments

Many scholars agree

that the creative class

will be a leading force

in the growth of our

economies, and that

tourism will play an

important role. NCF’s

affiliated fund in

Thedford (pop. 211)

regularly supports

programs and

improvements of the

Thedford Art Gallery. The gallery draws about 1,200

visitors per year to enjoy award-winning works of art.

It is considered a major stopping point along the

Sandhills Scenic Byway US Highway 2.

Members of McCook’s Youth Change Reaction visit their patrons. Top, left to right: Geri Anderson, Alan Goodenberger, Andy Anderson. Front: Mack Alspaugh, Jordan Pick, Anna West, Gavin Harsh.

ESI Entrepreneurship Investigation day campers Colleen Melvin, Neta Penner, Joey Cuellar and Cliff O’Dell get insights on running a business from Bill Longnecker of Longnecker Jewelry in McCook. NCF co-developed the award-winning ESI curriculum with UNL Extension 4-H as part of HomeTown Competitiveness.

Trever Robers receives his scholarship at the Nebraska City Community Foundation Fund’s celebration in August 2010.

Dawn Bryant is president of the Thedford Art Guild and a member of the Thedford Area Community Foundation Fund Advisory Committee.

12

205 Affiliated Funds of the Nebraska Community Foundation

Kimball

Imperial

Wauneta

Stratton

Palisade

Hayes Center

Johnstown

Maywood

Callaway

Dunning

Long Pine

Butte

Stuart

Chambers

Burwell

Ord

Arcadia

St. Paul

Greeley

Elgin

Albion

Oakdale

Clarks

Hebron

Bloomfield

Davey

Wayne

Pender

Thurston

Bellwood

Craig

Plattsmouth

Unadilla

Burr

Wilber

Diller

Tecumseh

Elyria

North Loup

BrewsterPurdum

Page

Primrose

Shickley Clatonia

EwingRoyal

Orchard

Clearwater

MullenHyannis

CreightonWausa

St. Edward

Alliance

Hemingford

Thedford

Inman

Trenton

Almeria

CedarRapids

Boone

Bartlett

Columbus

Ralston

Nemaha

Johnson

ElsieVenango Eustis

Ashby Whitman Seneca

Ceresco

Champion

CurtisTobias

NordenBurton

Springview

Bruning

Denotes a County-wide Fund

Lincoln

Newman Grove

Dorchester

Arthur

Stanton

Hallam

Dix Potter

Lynch

Homer

PilgerLyons

Bennet

AdamsHamlet

Halsey

Chester

Laurel

Red Cloud

Ericson

MadridWallace

AtkinsonO'Neill

Ansley

Ruskin

Fullerton

Stapleton

Trumbull

Lisco

Niobrara

EddyvilleSumner Miller

Roseland

Marquette

Grant

Elwood

Paxton

Keystone

Brule

Ainsworth

Auburn

McCook

Norfolk

Syracuse

Taylor

Valentine

York

OctaviaAbie

BrunoRising City Brainard

GarrisonSurprise

Ulysses DwightBig Springs

TildenPetersburg

Sidney

Verdigre

Ogallala

Brownville

Talmage

Nebraska City

Springfield

Decatur

SpencerNaperMills

Haigler ParksBenkelman

Max

Danbury Lebanon

Exeter

Holstein

OmahaDavid City

Brock

MeadowGrove

Amelia

Lewellen

Oshkosh

Hickman Panama

Seward

Peru

Wahoo

Friend

Beaver Crossing

Humboldt

Genoa

Belgrade

Bassett

Bingham

WaverlyBee

Emmet

Gordon

Gandy Broken Bow

Holdrege

Loup City

BristowVerdel

Crofton

Silver CreekOsceola

Linwood

Pleasant Dale

MilfordWalton

Hubbell

AlexandriaBelvidere

Gilead Wymore

Benefiting 227 Communities in 77 Counties June 30, 2010

This map depicts counties and communities that benefit from planned gifts and affiliated funds of the Nebraska Community Foundation.


93 Community-Based Affiliated Funds

Ansley Area Community Foundation Fund

Arthur Area Community Foundation Fund

Atkinson Community Foundation Fund

Bee Area Community Foundation Fund

Bennet Area Community Foundation Fund

Big Springs Community Foundation Fund

Blaine County Area Community Foundation Fund

Bloomfield Community Foundation Fund

Boone County Area Foundation Fund

Box Butte County Community Foundation Fund

Brown County Community Foundation Fund

Burwell Community Fund

Butler County Area Foundation Fund

Butte Community Foundation Fund

Callaway Community Fund

Ceresco Community Foundation Fund

Chambers Community Improvement Foundation Fund

Cheyenne County Community Center Foundation Fund

Clarks Community Fund

Columbus Area Community Foundation Fund

CORE Development Community Foundation Fund (Clearwater, Orchard, Royal, Ewing, Inman,

Page)

Craig Community Foundation Fund

Creighton Community Foundation Fund

Crofton Community Foundation Fund

Curtis Community Foundation Fund

Davey Area Community Foundation Fund

Diller Community Foundation Fund

Dorchester Area Community Foundation Fund

Elgin Community Foundation Fund

Eustis Area Community Foundation Fund

Exeter Area Community Foundation Fund

Future of Decatur Foundation Fund

Greeley Community Foundation Fund

Grow Garden County Fund

Hayes County Community Fund

Hebron Community Foundation Fund

Hickman Area Community Foundation Fund

Holstein Improvement Committee Fund

Holt County Economic Development Fund

Humboldt Area Community Foundation Fund

Hyannis Area Community Foundation Fund

Imperial Community Foundation Fund

Keith County Community Foundation Fund

Keya Paha County Foundation Fund

Kimball Community Foundation Fund

Laurel Area Community Foundation Fund

Logan County Community Foundation Fund

Marquette Community Foundation Fund

Maywood Public School Foundation Fund

McCook Community Foundation Fund

Mullen Area Foundation Fund

Mustang Country Community Development Fund (Eddyville, Sumner, Miller)

Naper Community Foundation Fund

Nebraska City Community Foundation Fund

Nemaha County Development Foundation Fund

Newman Grove Community Foundation Fund

Niobrara Community Foundation Fund

Norfolk Community Foundation Fund

Oakdale Community Fund

O’Neill Community Foundation Fund

Palisade Community Foundation Fund

Pender/Thurston Education & Community Foundation Fund

Perkins County Community Foundation Fund

Plattsmouth Community Foundation Fund

Ralston Community Foundation Fund

Red Cloud Community Foundation Fund

Roseland Community Foundation Fund

Ruskin Community Foundation Fund

St. Edward Medical Clinic Fund

St. Paul Community Fund

Shickley Community Foundation Fund

Spencer Community Foundation Fund

Springfield Community Foundation Fund

Stanton Community Foundation Fund

Stratton Community Fund

Stuart Community Foundation Fund

Syracuse Development Foundation Fund

Tecumseh Community Foundation Fund

Thedford Area Community Foundation Fund

Tilden-Meadow Grove Community Foundation Fund

Trenton Community Foundation Fund

Trumbull Community Foundation Fund

Unadilla Area Fund

Valley County Community Foundation Fund

Verdigre Community Foundation Fund

Wallace Community Foundation Fund

Wauneta Community Foundation Fund

Wausa Community Foundation Fund

Greater Waverly Area Foundation Fund

Wayne Community Foundation Fund

Wheeler County Community Foundation Fund

Wilber Area Community Foundation Fund

John and Alyce Wozab Memorial Fund (Valley County)

0

$10

$20

$30

$40

$50

01 02 03 04 05 06 07 08 09 10As ofJune 30

Community-Focused Endowment BuildingEndowed assets plus expectancies(numbers in millions)

Resident Kate Deden and Director of Dietary Services, Mary Schriver, enjoy a cup of coffee at Good Samaritan Society-Wolf Memorial in Albion. Grants from the Boone County Area Community Foundation Fund helped to refurbished dining room. The Fund is building an endowment that supports a broad range of programs for seniors, youth, and young adults who wish to further their education in order to better serve their community.

54 Organizational Affiliated Funds

Chase County Hospital Foundation Fund

Christian Heritage Endowment Fund

Columbus Schools Foundation Fund

Community Assistance Initiative Fund

Country Club Neighborhood Assn. Charitable Foundation Fund

EndowNebraska Fund

Environmental Quality Incentive Program Fund

Every Woman Matters Fund

Friends of the Governor’s Residence Fund

FutureForce Nebraska Fund

Grace Lutheran Church Foundation Fund

Heartland Big Brothers Big Sisters Charitable Fund

Heritage Nebraska Main Street Fund

HomeTown Competitiveness Fund

Irvingdale Neighborhood Association Fund

Johnson County Hospital Foundation Fund

Lucille Burch Foundation for Animal Companions Fund

Midwest US - Japan Association Fund

Milford Public Schools Foundation Fund

Nebr. Area Health Education Centers Fund

Nebr. Business Hall of Fame Scholarship Fund

Nebr. CASA Association Dodge County Fund

Nebr. Cattlemen Research and Education Foundation Fund

Nebr. Children and Families Foundation Fund

Nebr. DECA Fund

Nebr. Foundation for Agricultural Awareness Fund

Nebr. Independent Bankers Foundation Fund

Nebr. Jaycees Scholarship Fund

Nebr. LEAD Alumni Association Fund

Nebr. LEAD Program Foundation Fund

Nebr. Library Association Foundation Fund

Nebr. Nurses Association Foundation Fund

Nebr. Volunteer Foundation Fund

Diane Nelson Endowment for the Governor’s Residence Fund

Nelson Institute Fund

North Platte Decree Committee Fund

Northeast Nebraska RC&D Foundation Fund

Partnerships for Innovation Fund

Platte River Recovery Implementation Program Fund

Rainwater Basin Joint Venture Fund

RUPRI Fund

SkillsUSA Nebraska Foundation Fund

State Capitol Fountain Fund

State Chamber’s Leadership Nebraska Foundation Fund

TeamMates of Columbus Foundation Fund

Tech Foundation Fund

Foundation for Thayer County Health Services Fund

Turner Community Youth Development Initiative Fund

Ukena Charitable Trust Fund (Gordon)

Valley County Health System Foundation Fund

Wachiska Audubon Society Natural Area Acquisition Fund

The WealthSpring Fund

Witherbee Neighborhood Assn. Foundation Fund

Wymore Public Library Fund

33 Donor-Advised Funds

Erna R. Badstieber Trust Donor-Advised Fund

Black Hills/Nebraska Gas Utility Fund

William and Rose Marie Brandt Fund

Bruning State Bank Donor-Advised Fund

Richard and Paula Casey Family Donor-Advised Fund

The Connie Endowment Fund

William H. and Erma C. Damme Fund

Rudolph R. Elis Donor-Advised Fund

Farmers National Foundation Donor-Advised Fund

First National Bank of Omaha Fund

Jim and Mitzi Fox Family Donor-Advised Fund

Bud and Georgie Gerhart Family Fund

Robert and Jeanette Hunt Great Plains Communications Donor-Advised Fund

Leona Ihde Donor-Advised Fund

Kenner Family Fund

Kreutz Bennett Donor-Advised Fund

Karl H. and Wealtha H. Nelson Foundation Fund

Nelson Family Donor-Advised Fund

Thomas H. and Cynthia Olson Family Donor-Advised Fund

Ron and Judy Parks Donor-Advised Fund

Raile Family Fund

Anthony and Marion Raimondo Fund

Margaret Russell Trust Donor-Advised Fund

Paul and Karen Seger Family Fund

Frank and Shirley Sibert Donor-Advised Fund

Sprague Scholarship Endowment Fund

Steinhart Foundation Fund

Thuman Family Donor-Advised Fund

Dale and Jean Tinstman Family Fund

Verner and Mildred Vinzant Donor-Advised Fund

Wilson/Taylor Family Fund

Anonymous Donor-Advised Fund (2)

6 Designated / Field of Interest Funds

Dennis Berens Rural Health Fund

Ken Good Scholarship Fund

Lyndall A. Harris Memorial Fund

McManigal Family Fund

Nagengast Family Scholarship Fund

Youth Scholar College Scholarship Fund

19 Life Income Funds –

Additional gifts are invested through NCF to benefit Nebraska communities and organizations and provide income for the donors.

14

Randy Vlasin, Executive Director, Chase County Hospital Foundation and Jessica Skomp, who returned to Imperial and is completing her education with scholarship support from the Imperial Community Foundation Fund and the hospital’s foundation.

“ When the Chase County Hospital Foundation began the process of creating a permanent endowment, the Nebraska Community Foundation was excellent to work with. The NCF staff is knowledgeable and helpful in guiding us through the process. I appreciate the easy-to-understand updates we receive on our investment and the educational programs NCF provides. Another plus is working with an organization that is focused on strengthening Nebraska and understands our rural areas.”

Randy Vlasin, Executive Director, Chase County Hospital

Foundation

205 Affiliated Funds of the Nebraska Community Foundation (continued)


Gifts to Causes We Care About

NCF helps generous people create gift

plans that benefit their community and,

in many cases, alleviate the burden of

financial responsibilities and avoid

unnecessary tax.

NCF helped Lloyd and Naomi Geweke

of Ord arrange a gift of real estate in

Arizona that netted $286,000 upon its

sale. The couple made generous gifts to

Valley County Health System Foundation

Fund; the Geweke Family Ord United

Methodist Church Endowment and the

Geweke Family Youth Endowment within

the Valley County Community Foundation

Fund. Additional gifts were given to the Ord

Volunteer Fire Department and the United

Methodist Church in Gold Canyon, Arizona.

Gift Planning within Affiliated Funds

NCF teaches its affiliated fund leaders to

model the behavior they hope to see in

others. This means giving back to their

community through their own planned gifts.

One of the simplest and most convenient

methods of planned giving is a gift of life

insurance with the community fund named

as a beneficiary. These types of policies

are in place for Decatur, Norfolk, Eustis,

Thedford, Shickley, Columbus, Pender,

O’Neill and Diller, to name only a few.

Some people, like Larry and Angie Peirce

of Butler County, have created policies for

both their current communities and the

hometowns where they grew up. Others,

like Doug and Judy Gaswick of Imperial,

have made generous gifts of life insurance

to both their hometown and the Nebraska

Community Foundation.

This is leadership inspiring by example.

Planning a Gift to Your Community Nebraskans are among the most generous

people in the nation in terms of charitable

giving and volunteering. We hardly think

twice about giving to the causes we care

about. We should.

NCF is helping Nebraskans and their

financial advisors make thoughtful decisions

about their giving options. We take the

mystery out of planned giving. We make it

easy to make a meaningful gift, during your

lifetime and beyond.

More and more, people are discovering the

security of providing for themselves, their

family and their community, while avoiding

unnecessary taxes.

A charitable gift arranged for your

specific circumstances can: n Provide lifetime incomen Bypass capital gains taxesn Benefit your businessn Maximize current tax benefitsn Avoid double taxation

Importantly, a planned gift through NCF allows

you to do more for what matters most to you.

Contact Jim Gustafson, NCF Gift Planning

Director, (402) 323-7341, to discuss your options.

Naomi and Lloyd Geweke, Ord, NE

Planned Gifts

Communities

Amount

18

14

$6 million

June 30, 2002

146

61

$26 million

June 30, 2010

“ I’m so happy my parents were able to turn the sale of a second home they no longer needed into gifts that will create a legacy for generations—here at home in Valley County.”

Jean StowellDaughter of Naomi and

Lloyd Geweke Ord, NE

“ NCF staff and our insurance agent provided us the expertise so we knew exactly what our choices were, how it would work, and what we would be able to give. Really, this was the only way we could make a gift at this level. It was easy!”

K.C. BelitzColumbus Area Community

Foundation Fund President, Columbus

Area Chamber of Commerce

Gifts Planned for Community-Focused Endowments

16

Secure the future… …for yourself, your loved ones and your community.

By making a life income gift with the Nebraska

Community Foundation, such as a charitable

gift annuity, you can provide yourself and/or

another beneficiary with dependable income

for life. You may also benefit from significant

tax savings. Best of all, you can feel proud that

your gift will help build a vibrant future for

generations to come.

A Gift That Lives With You

In today’s economic environment, you may want to

consider the many advantages of a gift annuity as a

way to give back to your community. A gift annuity

is an agreement between you and the Nebraska

Community Foundation that will benefit you

immediately and eventually benefit your community.

The concept of a gift annuity has been around for

more than a century. It is easy to establish a gift

annuity and it does not involve any initial costs. An

annuity gift can be funded with cash or securities.

Your Gift Annuity Will:

n Increase your incomen Provide a guaranteed fixed income for lifen Allow you to enjoy partially tax-free incomen Provide a charitable income tax deduction in

the year of the giftn Provide payments now or in the futuren Help your hometown

For more information contact Jim Gustafson,

NCF Gift Planning Director at (402) 323-7341

or [email protected].

Or search “charitable gift annuity” at

www.nebcommfound.org for stories about people

like you who have chosen this wise way of giving.

“ A gift annuity is more than a gift to charity. It is a way to give to one of your favorite charities and also give to yourself. This is especially true during this time of low interest rates. Depending on your age, you can increase your income considerably compared to a savings account or other investments.”

Frank SibertKearney, NE

“ I’m thankful that a number of my clients who have wanted to give back to their community have utilized the Nebraska Community Foundation as a resource for expertise and professionalism. It’s really unmatched. I’ve never found anything like this in my 36 years of estate planning.”

Jim Fehringer, Attorney at LawFehringer, Mielak & Fehringer, P.C.

Columbus, NE

Frank and Shirley Sibert Read their story at nebcommfound.org/sibert

$7,999

$10,171

$12,236

$13,502

$900

$1,080

$1,420

$1,600

4.5%

5.4%

7.1%

8.0%

65

75

85

90

Income Tax DeductionAnnual IncomeRateAge

Sample Annual Payments for a $20,000 gift for a single beneficiary.*

*These calculations are based on rates recommended by the American Council on Gift Annuities and the IRS interest rate of 2.8% for July 2010. All fees are taken into account in the calculation of the payout rate.


The Legacy SocietyBecoming a Member of the Legacy Society

The Nebraska Community Foundation’s Leg-

acy Society is our way to celebrate and say

thank you to generous donors both of current

gifts and future gift provisions through estate

plans that benefit Nebraska’s hometowns.

You will be enrolled in the Legacy Society

when you let NCF know of your charitable

intentions. With permission, you will be

honored in NCF’s annual report and you

will receive an invitation to attend the NCF

annual banquet.

If you would like to support the Nebraska

Community Foundation, give back to your

hometown or if you have already made a

future gift intention in your will, through

a beneficiary designation or with a life

income arrangement, contact Jim Gustafson,

Gift Planning Director, at (402) 323-7341 or

[email protected].

The NCF Stakeholders Club honors

those generous donors who have advanced

our community-building mission by providing

direct support to the Nebraska Community

Foundation. Membership recognizes outright

cumulative gifts of $10,000 or more, and/or

irrevocable planned future gifts of $10,000

or more.

America First Foundation Omaha

Ameritas Charitable Foundation Lincoln

Bruning State Bank Bruning u

The Day Companies, Inc. Norfolk u

ConAgra Foods Foundation Omaha

Consolidated Companies/ Thompson Family Lincoln u

Cooper Foundation Lincoln

Cornerstone Bank York u

Brandon and Tammy Day Norfolk

Jay Dunlap Milford

First National Bank of Omaha Omaha u

The Ford Foundation New York, NY

Douglas and Judy Gaswick Imperial

John and Carmen Gottschalk Omaha

Great Plains Communications, Inc. Blair

HunTel Systems Blair

Kim* and Bruce Lauritzen Omaha

Fred and Carol Lockwood Scottsbluff u

Richard and Louisa Manning Geneva

McCarthy Group Advisors LLC Omaha

McCook National Company McCook u

Ken Morrison Hastings

Robert Mundy Omaha u

Ron and Judy Parks Papillion u

Peter Kiewit Foundation Omaha

Frank and Shirley Sibert Kearney

Kathleen Thuman / Lincoln Farmers State Bank / Maywood u

W.K. Kellogg Foundation Battle Creek, MI

Richard and Darlene Walter Shickley u

Elaine Wolf Albion u

The following donors have shared their intention to support NCF through a revocable planned future gift.

Fred and Penni Bruning Bruning

Wayne and Beverly Buller Ericson

Steve Buttress and Jan Weber Kearney

Judith Scherer Connealy and Matt Connealy Decatur

Douglas A. and Patricia L. Friedli Nebraska City

Mark and Linda Graff McCook

Jim and Terri Gustafson Lincoln

In memory of Leo Hink

Jana M. Jensen Bingham

Fred and Carol Lockwood Scottsbluff

Maxine and Francis Moul Lincoln

Irv and Wanda Omtvedt Lincoln

Ron and Judy Parks Papillion

Pete and Jonnie Peterson Brule

Beverly and Jack* Pollock Ogallala

Jon D. and Jennifer L. Schmaderer Stuart

James P. Scholz Omaha

Nicole Sedlacek O’Neill


Dennis Stara Lincoln

Bob and Jean Stowell Ord

Brian and Kelli Thompson Waverly

Kathleen Thuman and Family Lincoln

Richard and Darlene Walter Shickley

Diane M. Wilson Lincoln

Jeffrey Yost and Cindy Ryman Yost Lincolnu Includes multi-year pledges

paid to date.

* Donor is deceased.

Recognition in the Legacy Society is based on contributions made through and information known on or before June 30, 2010.

18

The Jim and Elaine Wolf Club recognizes the

generosity of those who have made cumulative, lifetime

gifts of $100,000 or more to an NCF affiliated fund. The

Club is named in honor of the late Jim Wolf and his wife,

Elaine, of Albion, who initiated NCF’s endowment with

a gift of $100,000, and provided the first $100,000 challenge

grant to Boone County to build a permanent endowment.

Lemoine “Andy” and Geri Anderson McCook

John* and Catherine Angle Lincoln

Brandt Family Unadilla

Wayne and Beverly Buller Ericson

Larry and Mary Lynn Callen Tucson, AZ

Thomas and Charlene Chilvers Pierce

William* and Erma* Damme

Charles* and Marge* Durham

George F. Garlick Richland, WA

Bud and Georgianne Gerhart Lincoln

Lloyd and Naomi Geweke Ord

Gerald and Verlene Gunderson Wausa

Bonnie McManigal Gupta Sebastopol, CA

Robert Harm*

Don and Alice Harpst McCook

In Memory of Lyndall Harris*

Robert Hunt *

Kermit and Lottie Wolf* Karns Imperial

Kenner Family Hebron

Richard P. and Laurine Kimmel Charitable Foundation Lincoln

In honor of Vincent J. and Marie V. Kreifels Nebraska City

First National Bank of Omaha, Inc. Omaha

Arlen Lohmeyer*

Raymond Lohmeyer*

Tom and Cynthia Olson Lisco

Ron and Judy Parks Papillion

Raile Family Benkelman

Rolland R. Ramsthel*

Harold and Marilyn Rink Pender

Suzanne and Walter Scott Foundation Omaha

Harold W. Sears*

Paul and Karen Seger Atkinson


Thompson Family/ Consolidated Companies Lincoln

Kathleen Thuman / Lincoln Farmers State Bank / Maywood

Dale and Jean Tinstman Lincoln

Gaylord Wallace Burwell

Ona A. Warden Mullen

Dennis and Toni Werner Chambers

Hugh, Bill and Cam* Wilkins Geneva

Wilkinson Family Curtis

Jim* and Elaine Wolf Albion

Michael Yanney Family/America First Companies Omaha


“ We believe in the future of our community and wanted to show commitment to that belief by investing in the youth of the McCook area by setting up an endowment fund. The annual proceeds of the Anderson Family Endowment will be used to strengthen our youth and help solidify McCook’s future. It is intended to reenergize our community by giving young people the opportunity to help shape the future of the community we hope they will call home for years to come.”

Lemoine “Andy” Anderson McCook, NE

“ An alliance with NCF allows ordinary people to attain extraordinary achievements. Working together, we facilitate the process of people providing a legacy to their communities.”

Jim BradfordBradford Insurance Agency

Norfolk, NE

“ The Legacy Society was dear to Jim’s heart, as is the Nebraska Community Foundation to mine. We’ve always believed in giving back to the community that gave to us.”

Elaine Wolf Albion, NE


The Hometown Heritage Club recognizes friends who have made provisions

in their estate plans with a future gift intention

of any amount to benefit an affiliated fund of

the Nebraska Community Foundation.

The Connie Day Club honors special

friends who have made a future gift intention

of $500,000 or more in their will, through a

beneficiary designation or with a life income

arrangement to an affiliated fund of the

Nebraska Community Foundation. By

designating a $500,000 life insurance policy

to establish the Connie Fund, Connie Day

created an endowment to benefit the

children of Northeast Nebraska.

Estate of Wyonna Alfs

Estate of Laura “Merle” Atkinson

Dr. John L. Batty McCook

Kerry and Colleen Belitz Columbus

Estate of Barbara J. Birmingham

F. Kay Blackstone Red Cloud

Marcia A. Boden Roseville, CA

Estate of Elizabeth Boyce

William B.* and Rose Marie Brandt Unadilla

Estate of Joe C. Brewster

Judith K. Brockmeier Eustis

Steve and Sharon Brown Valentine

Frank L. and Mary B. Bruning Bruning

Fred and Penni Bruning Bruning

Janet L. Krotter Chvala Atkinson

Judith Scherer Connealy and Matt Connealy Decatur

Estate of John E. Daro

Bette J. and Robert A. Essig Burwell

Estate of Dale and Irene Fadschild

Jared and Julie Faltys and Family Norfolk

Douglas A. and Patricia L. Friedli Nebraska City

Mitzi Fox Albion

Estate of Paul M. Fox

Douglas and Judy Gaswick Imperial

Estate of Kenneth J. Good

Mark and Linda Graff McCook

Joan Hendrickson Shickley

Estate of Arnold W. Henrichs

In Memory of Leo Hink

Estate of Eleanora F. Houser

Neal* and Elizabeth Hunt Albion

Helen F. Jasa Fremont

Jana M. Jensen Bingham

Gene and Beverly Johnson Wausau

Loral* and Elna Johnson Imperial

Terry and Gwen Johnson Ogallala

Calvin* and Audrey Jones and Family Thedford

Joseph R. and Gina D. Kamler Shickley

John C. Klosterman David City

Dawn Koehlmoos Fremont

Wendell and Joyce Kronberg Ralston

Larry R. Larson Omaha

Estate of Arlen Lohmeyer

Estate of Raymond Lohmeyer

Chad Lottman Diller

Douglas and Cindy Lottman Diller

Bonnie and Gerry Luckey David City

Donald Lundeen Newman Grove

Ronald Maas Bennet

Helen E. Martens Atkinson

Estates of Eugene and Bonnie Martinson

Marilyn D. McNabb Lincoln

Redge and Phyllis Meierhenry Clancy, MT

Doris B. Miller Stuart

Francis and Maxine Moul Lincoln

Dr. D. J.* and Josephine Nagengast Bloomfield

Lemoine “Andy” and Geri Anderson McCook

Estate of Erna Badstieber

Estate of Shirley Kreutz Bennett

John* and Maurine* Biegert

Estate of Bruno and Laverne Boettcher

Densil* and Elaine Christiansen Pender

Estate of Leonard and Audrey Cumming

Estate of Connie Day

Brandon and Tammy Day Norfolk

John Day Ravenel, SC

Estate of Rudolph Elis

Estate of James Fisher

Bernard and Susan Hay Scottsdale, AZ

Estate of Leona M. Idhe

Mark A. and Suzanne M. Kolterman Seward

Estates of Margaret and Mary Linhart

Estate of Grace Moller

Greg M. Retzlaff Adams

Estate of Margaret Russell


Allen D. Strunk Las Vegas, NV

Estate of Mildred and Verner Vinzant

Lester* and Helen* Wolfe

Estate of John and Alyce Wozab

Michael and Lynn Namuth Sidney

Elsie A. Newman Imperial

James and Virginia Nissen Lincoln

LG Norman Pender

Chuck and Jana Olsen Norfolk

Estate of Edward and Eldiva Pavlik

Larry and Angie Peirce David City

Estate of John B. Petteys

Tom and Verla Plummer Lincoln

Lois and Richard* Quimby Nebraska City

Estate of Rolland R. Ramsthel

Estate of Edith M. Robbins

Don and Sally* Schmaderer Stuart

Jon D. and Jennifer L. Schmaderer Stuart

Mike Schuldt Plattsmouth

Nicole Sedlacek O’Neill

Estate of John H. Seide

Dennis* and Rita Shimmin Ogallala

Shawnna L. Silvius Nebraska City

Estate of Randall J. Smith

Janice Spurling Shickley

Jim* and Peggy Thalken Ogallala

Ted and Ramona Thieman Petersburg

Estate of Russell Troxell

Richard L. and Darlene K. Walter Shickley

Kathryn A. Wall McCook

Ona O. Warden Mullen

Merritt C. Warren Creighton

Ray and Deb Welsh Pender

Estate of Sylvia Viola Wilson

Estate of Karen J. Winship

Don and Michelle Wolfe Overland Park, KS


20

$500,000 AND ABOVE Leona Ihde Revocable Trust Leona Ihde Donor-Advised Fund

Shirley M. Kreutz Bennett Trust Kreutz Bennett Donor-Advised Fund

Estate of Dr. Delwyn Nagengast Nagengast Family Scholarship Designated Fund

$250,000 to $499,999

Kenneth J. Good Irrevocable Trust Ken Good Scholarship Designated Fund

Geweke Ranch Inc. Lloyd and Naomi Geweke Donor-Advised Fund

$100,000 to $249,999

Frank and Shirley Sibert Red Cloud, Frank and Shirley Sibert Donor-Advised Fund, Nebraska Cattlemen Research and Education Foundation Fund, WealthSpring

Humboldt Community Foundation Inc. Humboldt

Richard P. Kimmel and Laurine Kimmel Nebraska City, Unadilla, Heritage Nebraska Main Street Charitable Foundation

Peter Kiewit Foundation Columbus, Hyannis, Imperial, Keith County, McCook, Norfolk, O’Neill

Estate of Rolland R. Ramsthel Burwell

Estate of Elizabeth Boyce Wauneta

$50,000 to $99,999

Farmers National Company Farmers National Foundation Donor-Advised Fund

The Steinhart Foundation Inc. Nebraska City

Estate of Bonniebel “Bonnie” Martinson Spencer

Heartland Big Brothers Big Sisters Heartland Big Brothers Big Sisters Charitable Foundation Fund

Great Plains Communications Inc. Elgin, McCook, Perkins County, Stratton, Wausa, Nebraska Business Hall of Fame Scholarship Fund

Richard E. and Louisa L. Manning Exeter

$25,000 to $49,999 Bank of Marquette Marquette

National Trust for Historic Preservation/DC Heritage Nebraska Main Street

Gary and Caroline Skopec Aten Brown County, Stuart

Gaughan Family Foundation Burwell

Donor Beneficiary Donor BeneficiaryHeuermann Foundation Marquette, Leadership Nebraska

Estate of Mary A. Linhart Youth Scholar College Scholarship Fund

Karl H. and Wealtha H. Nelson Family Nebraska City, Karl H. and Wealtha H. Nelson Foundation Inc. Foundation Fund

The Ethel S. Abbott Charitable Foundation Tilden-Meadow Grove

Sears Family Trust Decatur

$15,000 to $24,999

The John, Paul, Anton and Doris Wirth Nebraska City Foundation Inc.

Pinnacle Bank Columbus, Holt County, Keith County, O’Neill, Perkins County, Verdigre, Nebraska Business Hall of Fame Scholarship Fund, Nebraska LEAD Program

Estate of Arnold W. Henrichs Diller

Don and Alice Harpst McCook, Stratton

Ron and Jeanie Carson Decatur

Sylvia Viola Wilson Revocable Trust Shickley

Tri-County Bank Holt County, Stuart

Estate of Eleanora F. Houser Wilber-Clatonia

Gendlar Charitable Fund Heritage Nebraska Main Street

$10,000 to $14,999

Columbus Area United Way Inc. Columbus, CASA Connection

Ruth McMaster Nebraska City, Nemaha County

Larry and Karen Larson Pender-Thurston

Ronald and Merrill Alfs Shickley

Stuart Development Corporation Stuart

Thomas Buckley Trust Keith County, Nebraska LEAD Program

Consolidated Companies Inc. Arthur, Eustis, Maywood, Perkins County, Thedford, Wallace

Butler County Clinic P.C. Butler County

Christian Heritage Children’s Home Christian Heritage Endowment Fund

COPIC Medical Foundation McCook

Home Builders Association of the Norfolk Area Norfolk

Robert and Janice Batt Foundation Fund Friends of the Governor’s Residence

TC Ranch Inc. Nebr. Cattlemen Research and Education Foundation Fund

Contributions to Affiliated Funds

Donor Beneficiary Donor BeneficiaryZachry Industrial Inc. Nebraska City

Eunice Anderson Wausa

JoAnn H. Bradford Norfolk

W. H. and E. C. Damme Farms LLC William H. and Erma C. Damme Donor-Advised Fund

Rachel K. Dirkse Unadilla

Valley Health Services Inc. Bloomfield

John and Marlene Ferguson Marquette

Marolf Charitable Trust Norfolk

Karen E. Nollette O’Neill

Valley Co. Health System Foundation Valley County Health System Foundation

Estate of Sally Schmaderer Stuart

The Gifford Foundation Heritage Nebraska Main Street

$5,000 to $9,999

The Day Companies Inc. Norfolk

Shickley Cemetery Association Shickley

Dick and Paula Casey Richard F. and Paula B. Casey Donor-Advised Fund

Ted and Ramona Thieman Petersburg

Hovorka Trust Palisade

Tony and Jeanne Raimondo Anthony F. and Marion J. Raimondo Donor-Advised Fund, Nebraska Business Hall of Fame Scholarship Fund

Dale and Jeanie Tinstman Nebraska Business Hall of Fame Scholarship Fund, Tinstman Family Donor-Advised Fund

Sterns Charitable Foundation Inc. Hyannis

Adair Ballagh Burwell

Sterling Dyer Exeter

John and Judith Dinneen Exeter

McCook National Company McCook, Stratton

Kropp Charitable Foundation Nebraska City

Nebraska Investment Finance Authority Imperial

Nucor Corporation Norfolk

Nebraska Cattlemen Beef Pit Nebr. Cattlemen Research and Education Foundation Fund

Nebraska Association of SkillsUSA Inc. SkillsUSA Nebraska Foundation Fund

Stapleton Chamber of Commerce Logan County

Jay Yost and Wade Leak Red Cloud

Cub Scout Pack 196 Burwell

American Legion Post #16 Norfolk

Brent L. and Lori B. Moore Exeter

Jeffrey and Rebecca Gerhart Newman Grove

Commercial National Bank of Ainsworth Brown County, Keya Paha County

Farmers Mutual Insurance Company Nebraska Business Hall of Fame Scholarship Fund, of Nebraska Nebraska LEAD Program

James T. and Linda L. McCabe Exeter

Allen and Lois Steuter Brown County

Elkhorn Valley Bank and Trust Norfolk

EBS Management Inc. Eustis

Austin Keller Memorial Fund Eustis

We Mart LLC Wheeler County

David and Susan Spann, DDS Brown County

G.M. and Geraldine Sutton Stratton

Alegent Health EndowNebraska

Garfield County Foundation Burwell

Susan G. Komen Breast Cancer Foundation Every Woman Matters Fund

Stangel Pharmacy Inc. Decatur

Stanton Telecom Inc. Stanton

June R. Bentley Boone County

Nebraska LEAD Alumni Association Nebraska LEAD Program

Dan and Jane Drake Exeter

Superior Pharmacy Inc. Superior

Myrl and Bessie Mather Foundation Marquette

Rock Creek Farms Burwell

William and LaVonne Lippold Brown County

John C. and Cynthia A. McCabe Exeter

Mundhenke Family LLC Brown County

Wagonhammer Ranches Wheeler County

PST Columbus

Pobbattt Inc. O’Neill

Eustis Lions Club Eustis

Ann S. Wells Logan County


Total Assets (in millions)

Grants and Disbursements (in millions)

Permanent Endowments Under Management (in millions)

Number of Contributions Per Year To NCF and its Affiliated Funds

$60

$50

$40

$30

$20

$10

0

8.8

13.9 13.7

17.1 18.620.4

24.9

32.9

46.3

01 02 03 04 05 06 07 08 09

4

09

56.6

10As of06.30.10

20.3

5.0

8.6

5.3

7.25.7

8.67.5

10.2

01 02 03 04 05 06 07 08 09

18.6

09 10FiscalYear 2010

$25

$20

$15

$10

$5

0

0

$10

$20

$30

$40

32.1

4.8

7.18.5

11.0

12.9

15.4

22.8

25.0

01 02 03 04 05 06 07 08 09

25.5

09 10As of06.30.10

0

2,000

4,000

6,000

8,000

10,000

6,446

7,794

3,620

4,615 4,543

5,043

5,927

7,1496,946

8,018

01 02 03 04 05 06 07 08 0909 10FiscalYear 2010

22

Financial Summary

Use of Funds NCF Operations and Development

TOTAL: $1,572,540 For fiscal year ended 06.30.10

Fundraising for NCF

and Affiliated Funds 13.5%

S-T Investments .1%

Program Services Delivery 55.7%

Management & General 30.7%

Source of Funds NCF Operations and Development


NCF Endowment Payout 9.8%

Investment Income 6.5%

Administrative Fees–

All Other Affiliated Funds 30.4%

Administrative Fees–

Public/Private Partnerships 16.4%

Contributions, Grants & Contracts 36.9%

NCF Operations, 7.4%

Development & Endowment

Organizational Funds 4.4%

Community Funds 16.9%

Other Fund Types 4.1% (Designated, Field of Interest,

Life Income Gifts)

Donor-Advised Funds 12%

Source of Funds All Funds


Public/Private Partnerships 55.2%

Fundraising for NCF and

Affiliated Funds 0.7%

Administrative Fees Paid

by Affiliated Funds 2.4%

NCF Management

& General 1.6%

NCF Program

Services Delivery 2.9%

Use of Funds All Funds


Grants & Disbursements– Public/Private Partnerships 42.5%

Grants & Disbursements– All Other Affiliated Funds 25%

Invested & Endowed Assets 24.9%


The financial statements of the Nebraska Community Foundation are audited annually by an independent public accounting firm. A copy of the audited financial statements may be obtained by contacting the Foundation’s office. A copy of the Foundation’s tax filing (Form 990) may be obtained on the Foundation’s Web site or by contacting the Foundation’s office.

In 2002 the Nebraska Community

Foundation completed its groundbreaking

work in analyzing the intergenerational

transfer of wealth for each county in

our state. We estimate that in rural

counties alone at least $94

billion will transfer from one

generation to the next in the

first half of this century.

Nebraskans are among the

most generous people in

America, ranking third in

the nation for charitable

giving and volunteering by

Forbes Magazine. If only

a small portion of the

intergenerational wealth

transfer was gifted back to

community endowments

where the wealth was built,

rural Nebraska would have millions of

dollars each year to reinvest in education,

health care, recreation, child care, and

importantly, economic opportunities for

families to prosper. NCF encourages

people to consider their community as

another child.

America's Wealth Transfer:A Likely Scenario

United StatesEstimated Wealth Transfer

=$41 Trillion

NebraskaEstimated Wealth Transfer

=$258 Billion

Rural NebraskaEstimated Wealth Transfer

=$94 Billion

4%

5%

6%

7%

8%

9%

10%

11%

12%

2000 2005 2010 2015 2020 2025 2030 2035 2040 2045 2050

United States Nebraska Rural Nebraska

America’s Wealth Transfer: A Likely Scenario

Nebraska Community FoundationCounty-Based Transfer of Wealth Analysis

Group 1 - 2000 to 2014

Group 2 - 2015 to 2039

Group 3 - 2040 and after

Peak of Transfer


Group 1 - 2000 to 2014

Group 2 - 2015 to 2039


Peak of Transfer


Group 1 - 2000 to 2014

Group 2 - 2015 to 2039


Peak of Transfer

Nebraska Community Foundation County-Based Transfer of Wealth Analysis

HomeTown Competitiveness

NCF is leading a statewide initiative to

harness the power of charitable giving

through a community development

framework called HomeTown

Competitiveness (HTC).

HTC builds on local resources that

nearly every rural community already

has – no matter how small:

n Leadership to mobilize communities with a long-term vision for prosperity

n Entrepreneurship to support innovation and economic growth

n Youth Engagement to cultivate a sense of belonging and opportunity

n Philanthropy to provide financial resources for community and economic development

NCF is working in communities

across the state to implement the

HTC framework. Nationally, NCF’s

HomeTown Competitiveness approach

is being adapted in Michigan,

Missouri, Kansas, Indiana, North

Dakota and Arizona.

P.O. Box 83107 n Lincoln, NE 68501-3107 www.nebcommfound.org402.323.7330 n 402.323.7349 (FAX) [email protected]

Transfer of Wealth

“ HomeTown Competitiveness in Garden County is developing the leadership necessary to create the future of our communities. It is being driven by people, including youth, who are passionate about their communities and who see that tiny changes can solve huge problems.”

Tom OlsonLisco State Bank

Lisco, NE

2010 Annual Report

Documents

Transcript of 2010 Annual Report