A GROWING FOUNDATION - CFSouthernIndiana · PDF fileIn 2016, the Community Foundation of ......

A G R O W I N G F O U N D AT I O N2016 ANNUAL REPORT

Partner. Resource. Steward.

In 2016, the Community Foundation of Southern Indiana…

…wenttoworkaddressingtheneedsidentifiedinour2015 AssessmentofNeedsandPrioritiesinClarkandFloydCounties, making39grantsworthover$269,000fromtheFoundation’s unrestrictedCommunityImpactFund.

…metthe$2millionmatchinggoalfromtheLillyEndowmentInc. whichishelpingtheFoundationprovideanadditional$188,000 annuallyingrantstosupportourcommunity.

…awardednearly$330,000inscholarshipstohelpmorethan100 studentspursuetheirdreamsbycontinuingtheireducation.

…workedwithmorethan220donors-individuals,businesses, nonprofits,familiesandothers-tobuildthecharitableresources availabletoourcommunityandtoestablishpermanentfunds thatwillhonorthecharitableintentofeachfundholder.

…assistedelectedofficialsinFloydCountytoestablishtheFloyd CountyFund,whichwillpermanentlyputtheproceedsfrom thesaleofFloydMemorialHospitaltoworkforthecommunity, ensuringasteadystreamofreliableincomeisgeneratedfor FloydCounty.

Since1991,we’veworkedasthiscommunity’spartner,resourceandstewardinphilanthropyandmovingforwardwewillcontinuethatstrongtradition.AsyoulookthoughthisannualreportandseehowmanywaystheFoundationprovidessupporttothiscommunity,thinkaboutthepeopleyoucouldhelp.Thinkabouthowyourgivingcaninfluenceyourcommunitynowwhilealsoleavingalastinglegacythatwillinspireothers.Weinviteyoutojoinusonourjourneytobuildastrongercommunity.

Thank you for your continued support of our mission and the generosity you show our community.

Sincerely,

Linda S. Speed, J.D. Gary BanetPresident and CEO Chair, Board of Directors

Dear Friends,

This past year, the Community Foundation of Southern Indiana celebrated its 25th anniversary. Without question, it was a landmark year – a year where we continued to grow and expand our impact throughout this great community.

2016 - CFSI ANNUAL REPORT

Over the last couple of years, the Community Foundation worked to meet a $2 million challenge grant from the Lilly Endowment, Inc. The matching

grant was designed to build permanent endowment funds that the Foundation and our fundholders

can use to address the charitable causes that are important to our community.

Due to the support of our entire community, we were able to raise over $2.9 million in permanent

endowment funds by the March 31, 2016 deadline – meeting our matching grant goal.

Because of your support, this successful matching campaign has generated millions in new funds that

the Foundation and our fundholders will use to create a positive impact in our community.

Thank you!

100% OF GOAL REACHED

$4.9 MILLION ADDED TO CFSIENDOWMENT

ADDITIONAL $188,000 IN ANNUAL GRANTS

AVAILABLE TO OUR COMMUNITY


Creating Impact inOUR COMMUNITY

Meeting the Lilly Match is

Addressing TODAY’S NEEDS

Ifyou’reinterestedingivingbacktothecommunityyoucallhome,butdon’thaveaspecificcauseinmindorwanttoprovideflexibility

toaddressfutureneeds,yourcontributiontotheCommunityFoundation’sunrestrictedCommunityImpactFundwillsupportthegreatest

needsofourcommunity,nowandforever.Asourregion’sfutureneedsandobjectivesmaydiffergreatlyfromthoseinplacetoday,

establishingafundwithintheunrestrictedCommunityImpactFundwillprovideimportantflexibilitytofutureFoundationleaders,helping

themaddresstheevolvingneedsofourcommunity.

Since 1991, the Community Foundation’s Community Impact Fund has granted over $2.4 million to organizations serving the residents of Clark and Floyd counties. This permanent, unrestricted fund is used each year by our board of directors and our Community Grants Committee to award grants that provide for the community’s most pressing needs.


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Community Grants –

2016 Community Grants Provided by the Community Impact FundAssist Grants (Up to $5,000)-BlessingsinaBackpack,Inc.,Feedingthe FutureofClark&FloydCounties-Brandon’sHouseCounselingCenter,Inc., CounselingforTeenagersandFamiliesin Clark/FloydCounties-ChoicesforWomenResourceCenter,Inc., EarnWhileyouLearnBlessingBoutique-CommunitiesInSchoolsofClarkCounty, Inc.,Tier1ServicesinClarkCo. ElementarySchools-CommunityActionofSouthernIndiana, GrassrootsFamilyLifeAcademy-FamilyScholarHouse,Inc.,Learning forLife-GirlScoutsofKentuckiana,OneSmart CookieFinancialLiteracyWorkshop-GreaterClarkCountySchools,Giving LegstoLiteratureandProjectDiscovery FunctionalSkillsClasses-JeffersonvillePublicArtCommission, FamilyCulturalFestival-SugarSkull Shake,Shake-JuniorAchievementofKentuckiana,Inc., FinancialLiteracy,WorkReadiness,and EntrepreneurshipProgramsforYouth-LifeSpanResources,Inc., Lift-equippedVehicle

-MetroUnitedWay,Inc.,Begindergartenin FloydCounty-NewAlbanyFloydCountyConsolidated SchoolCorporation,AfterSchool EnrichmentProgram-MuscularDystrophyFamilyFoundation, Inc.,AdaptiveEquipment AccessibilityProject-OpenDoorYouthServices,purchaseofa mini-vanfortransportation-OurPlaceDrugandAlcoholEducation Services,Inc.,EarlyInterventionProgram-St.Luke’sUnitedChurchofChrist,Loaves &FishesProject-FeedingtheHungry-StageOneFamilyTheatre,PlayIt Forward-Bringingstudentstoa professionalproduction

Catalyst Grants ($5,001 - $15,000)-BigBrothers&BigSistersofKentuckiana, SchooltoWork1-on-1Mentoring Program -GreaterClarkCountySchools, AlignmentSouthernIndianaand StudentHealthClinics-HopeSouthernIndiana,Incentivized Self-SufficiencyProgram -NewAlbanyFloydCountyHabitat forHumanity,2016HomeBuilds

-PurdueCooperativeExtensionService, BeesandBeekeepingA-Z-St.ElizabethCatholicCharities, Case management of residents in MaternityHomeandTransitionalShelter-TrusteesofIndianaUniversity,Poverty Simulation

Discretionary Grants-CenterForNonprofitExcellence, NonprofitSustainabilityWorkshop-ClarksvilleCommunitySchoolCorporation, EducationBlockGrant-ClarksvilleLittleTheatre,EmergencyGrant-TheFallsoftheOhioFoundation,Inc., NewFilmProduction-GreaterClarkCountySchools,Education BlockGrant-CommunityFoundationofSouthern Indiana,NonprofitMappingProject-KeepNewAlbanyCleanandGreen,Town ClockChurchRenovation-NewAlbanyFloydCountyConsolidated SchoolCorporation,EducationBlock Grant-NewRoots,Inc.,FreshStopMarket (NewAlbany)-NortonHealthcareFoundation,Pat HarrisonCancerCenter-WestClarkCommunitySchools,Education BlockGrant


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Addressing TODAY’S NEEDS

2016 - CFSI ANNUAL REPORT2016 - CFSI ANNUAL REPORT

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In2016,theCommunityFoundationawardedacatalystgrantfortheStudentWellnessClinicsatGreaterClarkCountySchools.

TheStudentWellnessClinicsprovidecaretostudentsacrossallagesinGreaterClarkCountySchoolsandaredesignedtokeepkidsinschool–helpingthemgainthelearningexperiencesneededtoprogressfurtherwiththeiracademiccareersandbecomesuccessfulandresponsiblecitizens.

HealthservicescoordinatorforGreaterClarkCountySchools,TeresaStengel,said“After our first year of operating the Student Health Clinic at both Jeffersonville and Charlestown High Schools, we found that

approximately 32% of our students report not having a family care physician. Because of this, instead of addressing an illness when symptoms first present, many of our students’ treatable illnesses deteriorated to the point they were missing a more significant amount school.”Shecontinued,“Thanks to this program, our attendance rates are improving because our students are able to remain healthier. When they start feeling ill, a student is able to meet directly with a nurse practitioner free of charge, receive the care needed to treat their illness, and return to class as soon as possible. Simply put, it’s helping kids stay in the classroom.”

Education plays a role in many aspects of an individual’s growth and a community’s well-being. According to the Foundation’s 2015 Assessment of Needs and Priorities in Clark and Floyd Counties, improvements in education can put a range of positive feedback loops in motion across all areas of our community, including the economy and healthful living as well as our arts and culture.

$269,000 IN GRANTS FROM THE COMMUNITYIMPACTFUND

GCCSNursePractitioner,MelissaDavidson

The Power OF ENDOWMENT

Aftermonthsofstudy,FloydCountyleadersdecidedthataportionoftheproceedsfromthesaleofFloydMemorialshouldbeprotectedfromimmediatespendingandusedtoprovideareliablesourceofrevenuethattoday’sresidentswillbenefitfromwhilestillprovidingfortheneedsoffuturegenerations.InNovember,theCountyused$70millionoftheproceedstoestablishtheFloydCountyFundattheCommunityFoundation.

LikealloftheFoundation’sendowmentfunds,theFloydCountyFundisapermanentfundwhichhasbeeninvestedwiththeobjectiveofmaximizingthereturnfortheCountywhileprotectingtheprincipalsoitcancontinuetoprovidereliable,sustainableresourcesforthecounty’sneedseveryyear,forever.Mostendowmentfundsareusedtobuildenduringcharitableresourcesthatprovidesupporttothecausesmostimportanttotheindividualfundholder,buttheFloydCountyFundwascreatedbyagovernmentalunit,andthereforetheFoundationwillactuallyprovideagrantbacktotheCountyeachyearthatelectedofficialscanthenusetoaddresstheneedstheyfeelaremostimportanttotheCountyanditsresidents.

Yearafteryear,theresidentsofFloydCountywillbenefitfromtheestablishmentoftheFloydCountyFund.Annually,theFundwillprovidemillionsofdollarsofsupporttotheCounty.Thiscouldmeannewparks,roads,bridges,safetypersonnelandequipment,resourcesforchildrenandtheneedyorahostofotherthings.Whateverthefuturebrings,throughitsendowmentwiththeCommunityFoundationofSouthernIndiana,FloydCountyhasputinplaceamechanismthatwillallowittocontinueprovidingsupportforallofFloydCounty,forgenerationstocome.

Endowment Funds – An Investment in the FutureWhenadonorcreatesanendowmentfundwiththeCommunityFoundationofSouthernIndiana,theyaremakingthechoicetoinvestinthefuture.Endowmentfundsareincredibletoolsusedbyindividuals,families,businessesandotherorganizationsthatallowthemtosupporttheirfavoritecharitablecauses,forever.WhenyourgiftestablishesanendowmentfundattheCommunityFoundationyourcharitablecausesreceiveagrantinyourname,eachyear,forever.Thefundbalanceremainsinvestedwiththeobjectivetoensurethatsufficientfundsareavailableeachyeartosupportyouroriginalintent.

In the spring of 2016, Baptist Health entered into an agreement to acquire Floyd Memorial Hospital, creating a once in a lifetime opportunity for the residents of Floyd County. Floyd County’s hospital, which had provided healthcare for those throughout our community, was giving back once again.


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The Floyd County Fund and

CFSI HOLDSMORE THAN 240 INDIVIDUAL

FUNDS

The Power OF ENDOWMENT


New Roots’ Fresh Stop Markets (above) reserve 75 percent of all shares for those families identifying as having limited resources according to the WIC eligibility guidelines. For more information about New Roots, visit www.newroots.org. For more information about the Community Foundation’s Needs Assessment, visit www.cfsouthernindiana.com/cna.


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Nowweknowhowwecancreatepositivegrowth–byfocusingontheareasofbasichumanneeds,education,workforcedevelopment,healthfulliving,economyandartsandculture–andwheretoinvestourgrantstoprovidethemostimpactforourcommunity.

Thispastyear,organizationsaddressingourcommunity’sneedsreceivedmorethan$269,000ingrantsfromtheCommunityFoundationofSouthernIndiana’sCommunityImpactFundwhichprovidessupportforthegreatestneedsofourcommunity.NewRoots,alocalorganization,wasoneofthosedeservingorganizations.AccordingtotheNeedsAssessment,morethan26,000peopleinClarkandFloydCountiesarefoodinsecure,including9,140children-NewRootsisworkingtoaddressthatneed.KarynMoskowitz,

theorganization’sfounderandexecutivedirectorsaid,“We work with fresh food insecure communities to create sustainable systems for accessing the farm-fresh food we all need to be healthy and happy.”

BecauseofthesupportfromtheCommunityFoundation,NewRootswasabletoestablishaweeklyFreshStopMarketinNewAlbany,serving150SouthernIndianafamilies.Liketheirotherslidingscalepopupmarkets,NewRoots’NewAlbanyFreshStopMarketconnectsfamiliesfacinglimitedresources(andotherswhopaymoreintothepool)toover50farmerssotheycanaccessfarm-freshfoodrightintheirneighborhood,everyotherweek.SincetheseMarketsareco-createdandsustainedbyindividualsfromthecommunity,thishelpsprovideleadershipopportunitiestoindividualsandfamilieswithlimitedresourcesandapassionforfoodjustice,aswellasaccesstoaffordable,organic,farm-freshhealthyfood. TheCommunityFoundationisusingthe2015AssessmentofNeedsandPrioritiestoidentifyourgreatestneedsandsupportingorganizations,likeNewRoots,whoareworkingtoaddressthoseneeds.

Ms.Moskowitzsaid,“No matter what your income level or what you can afford to pay, everyone gets the same amount of fresh, healthy and local produce. Nobody is turned away.”


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Move The NEEDLE

Using Research To

In 2015, the Community Foundation of Southern Indiana released the 2015 Assessment of Needs and Priorities in Clark and Floyd Counties. Having this comprehensive needs assessment revealed who we are as a community and the role the Community Foundation can have within it.

39 GRANTSMADE FROM THEC O M M U N I T YIMPACTFUND

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CommunityCOLLABORATIONS

Education Matters Southern Indiana (EMSI)Thisprogramwasfirstestablishedin2013tostrengthenourworkforceandimprovetheeconomicadvantagesofourregionbyincreasingtheeducationalattainmentofthoseadultswithsomeformofpost-secondaryeducationbutnodegreeorcertification.Theprogramreachesacrossfivecountiesandcontinuestogrow.Lastyear,EMSIhelped86peoplereturntocompleteanassociate’sorbachelor’sdegree,orprofessionalcertification.

For more information on EMSI, visit educationmatterssi.org.

Women’s Foundation of Southern Indiana TheWomen’sFoundationofSouthernIndianaisafundoftheCommunityFoundationanditsadvisoryboardworkstosupportprogramsandorganizationsthatimprovethequalityoflifeofgirls,womenandtheirfamiliesinSouthernIndiana.Lastyear,theWomen’sFoundationmadeover$3,500ingrantstosupporttheseinitiativesandmakeapositiveimpactonourcommunity.

For more information about the Women’s Foundation, visit womensfoundationsi.com.

Supporting OrganizationsTheCommunityFoundationprovidescost-effectiveadministrationandsupporttofoursupportingorganizations.Theseindependentorganizationsworktofulfilltheirownmissionswiththeirownboardofdirectors,bylaws,policesandfinancialstatements. -4100Charlestown,Inc. -JeffersonvilleCarnegieLibraryFoundation,Inc. -NewAlbanyFloydCountyEducationFoundation,Inc. -OSIFoundation,Inc.

The Community Foundation of Southern Indiana provides leadership on important community issues and partners with many other organizations in Southern Indiana to help build a stronger community. By working together we can accomplish so much more than we can by working alone. The Community Foundation’s own programs include Education Matters Southern Indiana, the Women’s Foundation of Southern Indiana, and the Youth Philanthropy Council.


Our Programs –

a fund of the Community Foundation of Southern Indiana

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The Community Foundation’s Youth Philanthropy Council (YPC) program is designed to encourage youth to give and serve in their communities, making philanthropy a habit for future generations. Annually, a new group of bright, energetic and engaged young leaders learn about philanthropy, complete community service projects, and award grants.

Inadditiontothe$9,500awardedingrantsto10organizations,in2016theYPCorganizedanefforttoputLittleFreeLibrariesinNewAlbanyandJeffersonville.ThegrouppartneredwiththeArtsCouncilofSouthernIndiana,toensurepeoplethroughoutourcommunityhadaccesstobooksforallreadinglevels.TheYPCraisedmoney,collectedbooksandaddedtoourcommunity’sproudculture.

For more information about the Youth Philanthropy Council, visit cfsouthernindiana.com/ypc.

$1,054,291 IN GRANTS AND SCHOLARSHIPS

MADE F R O M

CFSI

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PhilandSandyMcCauley

“Wefeelthatwe’rethebeneficiariesoflivinginagoodcommunity.We’reallconnectedandgivingbackisourwayofsupportingacommunitythathasprovidedsomuchtous.”

PhilandSandyvolunteerandsupportawiderangeoflocalnonprofits–BlissHouse,Breakaway,CASA,St.Elizabeth’sCatholicCharities,HomeoftheInnocents–justtonameafew.Acoupleofyearsago,PhilandSandydecidedtopartnerwiththe

CommunityFoundationofSouthernIndianatohelpfacilitatetheirgivingsothey,asPhilputit,cancontinue“helpingthosewhojustneedafightingchance.”

“WepartneredwiththeCommunityFoundationbecausetheycouldhelpusgiveinadifferentway.Weweren’tmakingaone-timegift,wemadeagiftthatwillcontinuehavinganimpactonourfavoritecauseslongafterwe’regone.”

Likemanyofourotherfundholders,PhilandSandywereabletopartnerwiththeCommunityFoundationtoestablishapermanentfundthathassimplifiedtheirgivingandeachyeargrantsaremadefromtheirfundtosupportthecausesthatareimportanttothem.

Phil and Sandy McCauley have lived in Southern Indiana for most of their lives. They’ve raised their children here, worked here, and offered their time and resources to help our community grow while strengthening our connections.


GIVINGA Lifetime of

“We believe in this community and we believe in giving back.”

2016 GRANTS AWARDED BY ALL CFSIFUNDHOLDERS: $785,154.19

Your Partner, Resource and Steward in Personal PhilanthropyForover25years,theCommunityFoundationofSouthernIndianahasworkedtocreategreatcommunitiesinSouthernIndianabypromotingandfacilitatingeffectivephilanthropy.Wehaveaccomplishedagreatdealalready,thankstothegenerosityofdonorswhoinvestthroughtheCommunityFoundationintheirownpersonalphilanthropicpassions—whateverthosemightbe—andbybeinggoodstewardsofthosephilanthropicinvestmentstobuildapermanentsourceofcharitablefundsforthiscommunity.

Weworkcloselywithindividuals,businesses,non-profitagenciesandfamiliestocreatecustomizedcharitablefundsthatcapturealloftheirphilanthropicwishes.Ourdonorshaveestablishedmorethan240separatecharitablefunds—eitherforthecommongoodofSouthernIndianaorforspecialinterestsoftheirown.TheCommunityFoundationholdsandinveststheseassets,andadministerseachfundinaccordancewithitsdonors’wishes,ofteninperpetuity.Ourdonorsappreciatetheflexibility,easeandcost-effectivenessofgivingthroughtheCommunityFoundation.

It is easy to donate to your favorite charitable causes through your own personalized fund at the Community Foundation. Just give us a call at (812) 948-4662 to get started.

Ways to GiveEachcitizeninourcommunityhasuniqueinterestsandideasforhowtogiveback.Whateveryourgoals,whateveryourmeans,whateveryourpassions,theCommunityFoundationcanhelpyoucreateacustomizedcharitablefundtorealizeyourdreams.Doyouwanttohelpstudentsattendcollege?Wouldyoulikeyourchildrenandgrandchildrentoonedayhelpdeterminethecharitableorganizationsthatbenefitfromyourfund?Aretherespecificnon-profits—perhapsyouralmamaterorplaceofworship—thatshouldalwaysbenefitfromafundyoucreate?Isthereaparticularareaofinterest,suchaschildren’shealth,theenvironmentoreducation,thatyouwouldlikeyourfundtoalwayssupport?Ordoyousimplywanttogivebacktoyourcommunityandhelpaddressitsgreatestneedsatanygiventime?

All of these goals are possible through a customized charitable fund created at the Community Foundation. If you can dream it, we can help you achieve it.

Permanent Endowment FundsDonorswhowouldliketocreateapermanentlegacyfortheircharitableinterestsmayestablishanendowmentfund.Withendowmentfunds,principalisneverspent.Instead,aportionofearningsbecomesavailableeachyear,basedontheFoundation’sspendingpolicy,forgrantstothedonor’sspecifiedcharitablecause.Mostendowmentfundscanbestartedwithaminimumgiftof$15,000($25,000minimumtoestablishscholarshipfunds),andareawonderfulwaytosupportyourfavoriteorganizationsorinterests,inyourname,forever.

Pass Through FundsDonorswhowanttostreamlinetheircurrentgivingoftenestablishapassthroughfundattheFoundation.Withaninitialminimumgiftof$1,000,yourfundmaymakegrantsofalloranypartofthefundbalance,atanytime,toyourfavoritecharitablecauses.Manydonorsmakeadditionalcontributionstotheirfundovertimetosustaincurrentgiving.Youkeeptrackofonlyonetaxreceipt,butmaymakeasmanycharitablegifts(minimumgrant$250)asyoulikefromyoursinglecontribution.Passthroughfundsareanexcellentwaytotakeadvantageofawindfallorbonus,ortheneedforanimmediateincometaxcharitablededuction,andcanhelpsimplifyyourgivingyear–round.


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Accomplish YourCHARITABLE GOALS

Using the Foundation to

CFSI RECEIVED GIFTS FROM

220 DONORS TO SUPPORT THEIRFAVORITE CHARITABLE CAUSES IN

2016

We make your giving easy, flexible and meaningful. We take all of the administrative details, investment issues, reporting and regulatory requirements out of your hands. You simply decide the charitable purpose of your fund, and we do the rest. A single gift can create a fund that will further your personal giving goals in perpetuity.

Is a Fund at the Community Foundation Right For You?

TYPE OF FUND TO CONSIDER:

You can create an endowment or pass through fund customized to fit your interests that will streamline and simplify all of your current giving—one gift, one tax receipt, and your one fund can benefit as many charities as you like.

Your fund will send annual checks in your name to your selected charities.

A Community Endowment fund in your name will support the community’s needs now and in the future.

A family advised fund can provide the benefits of a private foundation without the hassles and expense, and can involve several generations of advisors to facilitate a family tradition of giving.

You can make a gift to the Community Foundation in your will or trust; we will work with you to create a customized endowment fund for the future that will benefit your favorite causes, in your name, forever.

A scholarship fund can be customized to benefit students from a particular school, those studying a particular field, or whatever focus you choose.

WHAT IS YOUR GOAL?

I currently support one or more charitable causes

I know the particular charities that I always want to support

I want to give back to my community

I want to involve my children and my grandchildren in learning to give back

I want to leave a permanent legacy for my charitable interests

I want to help students get an education

Why Give Through the Community Foundation

The chart below can help you decide if creating a

fund at the Community Foundation is right

for you.

?


“Every day brings its own unique set of challenges and opportunities,” said Ed Reutebuch, senior vice president/client advisor with PNC Wealth Management. “But the thing I enjoy most is helping my clients – not just achieve their individual financial goals – but also personally, offering solutions that help them and often times their children.”

EdisalifelongHoosierandraisedthreechildreninFloydCountywithhiswife,Sally.HeworkswithclientsacrossKentuckianaandthroughhisworkasa a volunteer,understandstheimportanceofgivingbacktoourcommunity,whichissomethingheshareswithhisclients.

“It’sbeenmyexperiencethatusingtheCommunityFoundationofSouthernIndianahelpsmyclientsachievetheirphilanthropicgoalswhilesimplifyingthegivingprocess,”Edsaid.“Therearen’tmanyorganizationsthatoperatewiththesamelevelofsophisticationasCFSI.IcancometothemwithsimpleormorecomplexgivingarrangementsandknowthatLindaSpeedandherstaffwilltakegreatcareofmyclients.”

Eachday,theCommunityFoundationofSouthernIndianaworkswiththosewhowanttocreateacustomizedfundtoachievetheircharitablegoalsnow,andthosewhowanttoleaveagifttoanon-profit,schoolorchurchthroughtheirwillorestate.Ed’sclients,andalloftheCommunityFoundation’sfundholders,knowthattheirfundwillpositivelyimpacttheirfavoritecausesforgenerationstocome.

“Whetheryou’reanindividual,business,familyorprofessionaladvisor,usingtheCommunityFoundationofSouthernIndianaasagivingtoolisanexcellentwaytobuildyourcharitablelegacythatisoftentimeseasierthanaprivatetrust.IseethevaluableworktheydoinourcommunityandIknowthatCFSIhastheexpertiseandexperiencetoacceptavarietyofassetsthathelpmyclientsachievetheirfinancialandcharitablegoals.”

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Sample Bequest Language

Language for IRA or insurance beneficiary designationBeneficiary:TheCommunityFoundationofSouthernIndiana,Inc.(TaxID#35-1827813)forthe____________________________Fund.

Language for bequestIgiveandbequeath______________________________________(describegift)toTheCommunityFoundationofSouthernIndiana,ofNewAlbany,Indiana,tobeheldasacomponentfundknownasthe“_______________________________________Fund.”ThisfundwasseparatelycreatedforthecharitablepurposesagreedtobymeandTheCommunityFoundationofSouthernIndiana.

I’d like to know moreTheCommunityFoundationofSouthernIndianaishonoredtobeyourpartnerinphilanthropy.Ifyouoryourprofessionaladvisorwouldliketolearnmoreaboutourgivingoptions,pleasecontactLindaSpeed,J.D.,President&CEO,[email protected](812)948-4662.Youmayalsovisitourwebsiteatwww.cfsouthernindiana.com.

Advisor Spotlight,Ed Reutebuch


There are several ways to structure a legacy gift that allows you to create your future philanthropic plan now, while postponing the transfer of assets to the Community Foundation until after your lifetime.

Making Plans Now, For the FutureBequest or beneficiary designation. Underthesepopularoptions—namingtheCommunityFoundationinyourwillortrustorasabeneficiaryonalifeinsurancepolicyorretirementaccount—youretaintheuseofyourassetsorpropertynowwhilecreatingperpetualsupportforyourfavoritecausesafteryourlifetime.Youcanchangetheseplansuntilyourdeath.

Charitable lead trust. ThisoptionallowsyoutocreateatrusttomakeannualincomepaymentstotheFoundationforseveralyearstobuildyourlegacyfund.Thebalanceofthetrustisthendistributedtoyourselectedbeneficiaries.

Give Now, Receive Income For LifeYoucancreateyourfuturelegacyfundnowbymakingagifttotheFoundationthatprovidesincomeforyouand/orothersforlife,thencreatesanendowmentfundtofulfillyourcharitableobjectivesafteryourlifetime.

Charitable gift annuity.Youreceiveaguaranteed,fixedannualpaymentforyourlifetimeinreturnforapresent-daygifttotheFoundationtocreateyourfuturelegacyfund.Youmayreceivepaymentsimmediatelyordeferthemintothefuture;forexample,whenyouplantoretire.

Charitable remainder trust. Youcreateatrustwithyourpresent-dayortestamentarygifttotheFoundation.Thetrustprovidesincometoyouand/orsomeoneyounameforlife.Then,attheincomebeneficiary’sdeath,theremainderofthetrustcreatesyourpermanentlegacyfund.

The Community Foundation of Southern Indiana does not provide tax, legal or financial advice. With any of these giving plans, there may be gift, estate or income tax implications, depending upon your personal financial situation. You should first consult with your tax, legal or financial advisor before making any charitable gift.

The Legacy SocietyTheCommunityFoundationofSouthernIndianaisprivilegedtohonorthosegenerouspeoplewhogivebacktoourcommunity—intheirownindividualways—bymakingagiftintheirestateplans.ThoselistedherehavelettheFoundationknowtheyhavecreatedafuturegiftintheirplans.Inmanycases,theyhavethenworkedwithFoundationstafftoestablishafundagreementtogoverntheuseoftheirgiftwhenthefundreceivesassetsfromtheirestate.Asaresult,theseLegacySocietymembersareassuredtheirwisheswillbecarriedoutbytheFoundationinperpetuity.

-Mr. Leslie D. Albro-Dr.MarkD.Allen-Mr.andMrs.GaryT.Banet-Mr.andMrs.JohnBarksdale-Mr.JamesH.Becker-Dr.MathewandMrs.JessicaBergman-JoanM.Bland-Dr.GlenL.andMrsMJ*Bonsett-Ms.RuthBraeutigam*-Ms.BarbaraBunuan-Mr.andMrs.DavidW.Case-Ms.ArlettaClements-Dr.ClaudiaCrump-Dr.TimothyM.Ruff& Ms.LauraHansenDean-Mr.andMrs.MichaelL.Douglas-Ms.LorettaEllenbrand*-DyanandAlanFeller-Mr.JerryK.Finn-Mr.DarinFox

-Dr.FayGreckel-Dr.ElsaM.Haddad-Dr.andMrs.JamesE.Hollenbeck-Dr.andMrs.JoeJacobi-Mrs.WilmaHowardKlein-Mr.HenryJ.(Hank)*and Mrs.WilmaHowardKlein-Mr.RobertM.Knox*-Mr.andMrs.RobertL.Krall-Mr.NormanKratz*-Mr.CaseyandMrs.Dora*LaDuke-Mr.RayLewis-Mr.KevinandMrs.NatalieNolan-Ms.MaggieOster-Dr.MalcolmandMrs.RuthAnnPeel-Mr.andMrs.MerrillG.Peter-Mrs.MargaretRead-Ms.DonnaK.Riley-Ms. Edna Lucille Ross*-Mr.S.ButchShaw

-ShashiShivananjaiah-Mr.GaryL.Shourdsand Dr.RitaHudsonShourds-Ms.LindaS.Speed-Mrs.AliceL.GuthrieSteele-Mr.WaltStern,Jr.-Ms.MaryandMr.William*Thompson-Mr.MichaelD.Waiz-Mr.andMrs.RobertWalker-Mr.andMrs.JamesB.Wathen-Mr.LaurenceP.Wittlig*

-Anonymous Donors (9)

* Legacy Fulfilled

-NEW fund listing

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Total Assets as of December 31, 2016 $ 102,223,210Total Gifts in Calendar Year 2016 $ 71,717,988 Total Number of Gifts 382 Total Grants in Calendar Year 2016 $ 1,054,291

Endowed Funds – By Type

PlannedGiftFunds $1,226,958 1%FieldofInterestFunds 1,704,137 2%AgencyFunds 1,762,218 2%DonorAdvisedFunds 5,771,328 6%BoardAdvisedFunds 6,462,695 7%ScholarshipFunds 9,967,247 10%DonorDesignatedFunds 71,701,106 73%

Total Endowed Funds $98,595,689 100%

Non-Endowed Funds – By Type

PlannedGiftFunds $19,041 1%AgencyFunds 7,547 1%FieldofInterestFunds 67,252 4%DonorDesignatedFunds 83,287 6%ScholarshipFunds 112,316 7%DonorAdvisedFunds 1,217,535 81%

Total Non-Endowed Funds $ 1,506,977 100% Total Funds $ 100,102,666

Grants by Purpose

Recreation $1,000 0%Environment 13,997 1%YouthDevelopment 31,041 3%Religion 37,028 4%CommunityDevelopment 51,234 5%Health 69,788 7% ArtsandCulture 71,266 7%HumanServices 198,792 19%Education 250,195 24%Scholarships 329,950 31% Total 2016 Grants $ 1,054,291 100%

2016 Financial Highlights


Community Foundation FundsTheCommunityFoundationofSouthernIndianaholdsanumberofboardadvisedfundsthatprovideimportantsupportfortheFoundationandourcommunity.Thesepermanentlyendowedfundsareanexcellentandeasywaytogivebacktoyourcommunitywhileleavingalastinglegacyforfuturegenerations.Witheachofthethesefunds–theCommunityImpactFund,CommunityFoundationofSouthernIndianaEducationFund,andOperatingEndowmentFund–aminimumgiftof$1,000createsyournamedfund.Ifyouwanttogivebacktothecommunityyoucallhome,whileaddressingthemostpressingandevolvingneedsofourcommunity,youcancontributetothesefundswhichwillbenefitourentireservicearea.

We would like to recognize the following donors who created funds within the Community Impact Fund, Operating Endowment, and Education Fund to help us support the programs of so many deserving not-for-profit organizations and people in our area.

Community Impact FundIfyou’reinterestedingivingbacktothecommunityyoucallhome,butdon’thaveaspecificcauseinmindorwanttoprovideflexibilitytoaddressfutureneeds,yourcontributiontotheCommunityImpactFundwillsupportthegreatestneedsofourcommunity,nowandforever.Asourregion’sfutureneedsandobjectivesmaydiffergreatlyfromthoseinplacetoday,establishingafundwithintheunrestrictedCommunityImpactFundwillprovideimportantflexibilitytofutureFoundationleaders,helpingthemaddresstheevolvingneedsofourcommunity.Thisistheeasiestandmostflexibletypeoffundforanyonewhowantstogivebacktothecommunity.

-Mr.andMrs.GaryT.BanetFund-PhillipandAmyBeamanFund-Dr.MathewandMrs.Jessica BergmanFund-KevinandCindyCecilFund-JudgeJ.TerrenceCodyand Mrs.PeggyCodyFund-PatrickT.CodyFund-ShaneCodyFund-JoyceandDonDayFund-Dr.UricDufreneFund-JohnandBarbaraGeltmakerFund-GermanAmericanBankFund-Mr.andMrs.GaryD.GilmoreFund-Mr.andMrs.ChristopherGuntherFund-Mr.andMrs.BillHansonFund-Mr.andMrs.ThomasHardyFund-JohnandMarthaHartsternFamilyFund-HazelandWalterT.BalesFoundationFund-H&HDesign-BuildFund

-HorseshoeFoundationofFloyd CountyFund-HuffmanFamilyEndowmentFund-DavidC.andRebekahHussung GivingFund-JoeandKathyJacobiFund-Jacobi,Toombs&Lanz,Inc.Fund-Mr.andMrs.JamesP.KeithFund-Mr.andMrs.RobertE.KleehamerFund-Mr.andMrs.MichaelLarnerFund-LeslieLewisandAssociates,LLCFund-Mr.RogerMaynardFund-MonroeShine&Co.,CPAsFund-Mr.J.PatrickMoreFund-ChuckandValoryMyersFund-Mr.andMrs.R.GregoryNeelyFund-Mr.DaleOremFund-Mr.andMrs.DennisOttFund-PaulOgleFoundationFund-Mr.andMrs.LarryRickeFund-RickeFamilyFund-Mr.andMrs.KyleR.RidoutFund-HonorableCarltonE.Sandersand Mrs.SueSandersFund-Mr.S.ButchShawFund-Mr.J.RobertShineFund-Mr.andMrs.SamM.ShineFund-MikeandSusieStewartFund-TomandLindaSpeedFund-Mr.andMrs.ThomasStaleyFund-StarlightFoundation,Inc.Fund-Ms.RebeccaTaylorThomasFund-TEGArchitects,LLCFund-Mr.andMrs.MichaelD.WaizFund-Ms.MelanyWesselsFund-Mr.andMrs.AnthonyM.ZakrzewskiFund

Operating Endowment FundTheOperatingEndowmentfundisapermanentfundthatwillforeverhelptheFoundationcarryoutthevisionofourdonorsandsupporttheongoingoperationsoftheFoundation.

-KevinandCindyCecilFund-CodyFamilyLLCFund-Mr.PatrickT.CodyFund-Mr.ShaneCodyFund-JoeandKathyJacobiFund-Jacobi,ToombsandLanz,Inc.Fund-Mr.andMrs.R.GregoryNeelyFund-DukeEnergyFoundationFund-Dr.andMrs.StephenBodneyFund

Community Foundation of Southern Indiana Education Fund TheEducationFundprovidesscholarshipstoSouthernIndianastudents,withapreferencefornon-traditionalstudents,overtheageof25,whohavesomecollegebutnodegreeandareseekingtocompletesomeformofpost-secondarydegreeorcredentialthatleadstoacareer.

-BlueSkyFoundationFund-HuffmanFamilyFund-IndianaRetiredTeachersAssociation- SoutheastDivisionFund-LouiseRossScholarshipFund-RobertL.HolmesEducational ScholarshipFund-WillieBostickInstituteFund


19

Board Advised / Unrestricted Funds

as of December 2016

The Community Foundation is here to support our

community and honor the charitable intentions of the donors who have entrusted

us to help them with their charitable giving now and

after their lifetime. In all, the Community

Foundation stewards over

240individual funds, each

of which honors the charitable intentions of the

person, family, business or organization who

established the fund.

20

CFSI Fund Listing

240

as of December 2016

The Community Foundation is here to support our

community and honor the charitable intentions of the donors who have entrusted

us to help them with their charitable giving now and

after their lifetime. In all, the Community

Foundation stewards over

240individual funds, each

of which honors the charitable intentions of the

person, family, business or organization who

established the fund.

CFSI Fund Listing


Donor Designated Funds:-CenterforCulturalResourcesatIUSFund-CFSIPooledDonorDesignated EndowmentFund-CharlesL.SheddFund -C.J.Smith,Jr.MemorialEndowment/ NewAlbanyDeaneryYouth MinistriesFund -EugeneandMarilynGlick FoundationFund -LarryWittligEndowmentFund -MariettaCollegeEndowmentFund/ LarryWittligScholarshipFund-Children’sHospitalFoundationFund-ClarkCounty4-HFoundationFund-ClarkCountyYouthPhilanthropy CouncilFund-ClarksvilleCommunitySchools FoundationFund-DouglasFamilyFund-ParisGroupFund-Floyd County Fund-FloydCountyYouthPhilanthropy CouncilFund-GlenL.&M.J.BonsettMemorial EndowmentFund-HarrisonCountyYouthPhilanthropy CouncilFund- IvyTechHealthScienceDivisionFund-JamesH.Becker2015DesignatedFund-James H. Becker 2016 Designated Fund-JeffersonvilleEveningOptimistFund-JeffersonvilleHighSchoolBusFund-JeffersonvilleHighSchoolLockerRoom RenovationFund-JeffersonvilleIraq-AfghanMemorialFund-JohnWoehrleFundforClarkMemorial HospitalFoundation-LynnThomsenMemorialFellowshipFund for the Mary Anderson Center-MonroeShineEndowmentFund-NewAlbanyHighSchoolAlumni MemorialFund-OpenDoorYouthServicesFund-PersonalCounselingServiceFund-Phil and Sandy McCauley 2016 Designated Fund-PhilandSandyMcCauleyCharitableFund-RuthBraeutigamFundA-RuthBraeutigamFundB-RuthBraeutigamFundC-SaintMeinradArchabbey EndowmentFund-TownClockChurchEndowmentFund-Woehrle/NeidenbergerFundforSt.Luke’s UnitedChurchofChrist

Donor Advised Funds:- Adam and Brittany Naville Charitable Fund-BeamanFamilyFund-BettyS.ShineFund-BordenLionsClubFoundationFund-BryantFamilyFund-ClarksvilleParksFoundationFund-DavidL.McCooe,Jr.AwardFund-DonnaRileyandJoeWayne CharitableFund

-EckartLLCCorporateAdvisedFund-TheGarmonFamilyFund-GaryandAngieBanetFamilyFund-GeorgeN.andBeverlyM.LaneCharitable EndowmentFund-HowardJohnsonIIIMemorialFund-JamesH.BeckerCharitableFund-JoanM.BlandCharitableFund-TheJoeandKathyJacobiFund-JohnandShirleyWoehrleFund-JohnJohnstonFamilyEndowmentFund-KeithandLauriePulliamFund-KelseyLynnMartinMemorial AdvisedFund-KevinandNatalieNolanPass ThroughFund-LarnerFamilyFund-Les&VirginiaAlbroFamilyFund-MattandJessicaBergmanFund-MikeandSusieStewartCommunity EnrichmentFund-MonroeShine&Co.,CPAsDonor AdvisedFund-TheNeelyFamilyFund-TheNeely-LaFolletteFamilyFund-OgleFoundationFund-PaulaM.RobinsonAdvisedFund-RebeccaTaylorThomasCharitableFund-TheReinhardtFamilyFund-RotaryClubofJeffersonvilleEndowment-S.ButchShawFund-SchmittFurnitureFamilyFund-TheSpeedFamilyFund-UnitedCharities/WashingtonC.DePauw EndowmentFund-WarderParkPassThroughFund-WellhouseFund-WoehrleFamilyFund-Wood-CarrCommunityFund-Wood-CarrCommunityPassthroughFund-YorkAcademyofDiscoveryFund-YourCommunityBankCharitable FoundationAdvisedFund

Agency Funds:-CFSIPooledAgencyEndowmentFund -ArtsCouncilofSouthernIndianaBestof ShowAwardFund -BrooklawnChildandFamilyServices EndowmentFund -HopeSouthernIndianaFund -JuniorAchievementofKentuckiana EndowmentFund -LifeSpanResourcesEndowmentFund -LifespringFoundationofIndiana, Inc.Fund -ProvidenceRetirementHomeFund -SuppliesOverSeasEndowmentFund-ChildplaceEndowmentFund-CityofJeffersonvilleBeautificationFund-ClarkMemorialHospitalFoundationFund-CommunitiesInSchoolsofClarkCounty EndowmentFund-CommunitiesInSchoolsofClarkCounty PassthroughFund

-CouncilonDevelopmental DisabilitiesFund-TheFallsoftheOhioFoundationFund-FirstPresbyterianChurch,Jeffersonville IndianaEndowmentFund-FloydCountyHumaneSociety,Inc.of NewAlbany,Ind.Fund-FriendsofNursing-ClarkMemorial HospitalFund-HispanicConnectionofSouthern IndianaFund-HomeoftheInnocentsEndowmentFund-Hosparus,Inc.EndowmentFund-HowardSteamboatMuseumOperating EndowmentFund- IUSoutheastLibraryEndowmentFund -SandraR.Patterson-Randlesand R.JeffreyRandlesIUSLibrary EndowmentFund- IUS/FloydMemorialFoundationHealth CareersAgencyFund-JeffersonvilleTownshipPublicLibrary EndowmentFund-JewishHospitalandSt.Mary’s FoundationFund-NewChapelUnitedMethodist ChurchFund-ParkMemorialEndowmentFund-PreventChildAbuseofClarkandFloyd CountiesFund-RobertE.CarterSocietyFund-SilverHeightsCampground,Inc.Fund-UnitedWayofClarkCounty EndowmentFund-UnitedWayofClarkCounty EndowmentFundB-UnitedWayofFloydCountyFund-WestClarkLiteracyFoundationFund-YMCAofSouthernIndianaFund

Field of Interest Funds:-Charles and Frances Crawford and Beth - Ann Crawford Mosier Memorial Fund-CharlestownEducationEndowmentFund-CommerceAmericaFoundationFund-CommunityFoundationofSouthern IndianaDisasterReliefFund-FloydCountyCAPEEndowmentFund-JohnandShirleyWoehrleUnrestricted EndowmentFundforClarkCounty-NormanE.andKatherineS.Pfau EndowmentFund-ParksandRecreationFoundation EndowmentFund-ParksandRecreationFoundationFund-SilvercrestEndowmentFund-SilvercrestGrantFund-VNASEIEndowmentFund- West Clark Community Schools Education Foundation Endowment Fund-Women’sFoundationofSouthern IndianaFund-Women’sFoundationofSouthernIndiana GrantFund

-NEW fund listing

21

-20Under40ScholarshipFund-AlexanderKnoxandEsther(Kahl)Knox ScholarshipFund-AliceRanckHettleScholarshipFund-AmericanLegionBonnieSloanPost 28Fund-BetteBennettHammondMemorial ScholarshipFund-CharlesandDorothyGalliganScholarship-ClaireDufton“Freechild”Challenge ScholarshipFund-ClarenceR.HayMemorial ScholarshipFund-CleoFund-CoachAlexThomScholarshipFund-CommunityFoundationofSouthern IndianaEducationFund-Dr.RobertandMrs.ZoeHittner ScholarshipFund-E.G.ReadandMargaretRead ScholarshipFund-EdAdamsFund-ArtsCouncil SouthernIndiana-EdwardEndresKiwanisMemorial ScholarshipforBoysandGirls-EthanBennettMemorialScholarshipFund-EvelynHeiligenbergScholarshipFund-FleshmanMemorialScholarshipFund-FloydCentralStudentCouncil/PTA ScholarshipFund-FloydMemorialFoundation/IvyTech ScholarshipFund-ForrestMcCaffryScholarshipFund-HazelandWalterT.BalesScholarshipFund-HelenL.SiebertScholarshipFund-Highlanders’MemorialScholarshipFund-HughandMabelleScottMusic ScholarshipFund-InNameofJesusMinistries ScholarshipFund-IndianaUniversitySoutheast Chancellor’sScholarship-IUSPaulOgleScholarsFund-IUSScholarshipFund/CommunityFirst BankFund-IUS/BaywardandMaryAnnCole ScholarshipFund

-IUS/ClarkMemorialHospitalFoundation EndowmentFund-IUS/Dr.HerbE.SmithScholarshipFund-IUS/FloydMemorialFoundationHealth CareersScholarshipFund-IUS/HaroldLacyScholarshipFund-IUS/JohnandShirleyWoehrle ScholarshipFund-IUS/PhillipandMaryLouiseBrown ScholarshipFund-IUS/RoyGoodeMemorialScholarship-IUS/ScottMemorialHospital EndowmentFund-IvyTechScholarshipFundforProsser SchoolofTechnology-IvyTech/ClarkMemorialHospital ScholarshipFund-IvyTech-JesseBallewFamily ScholarshipFund-JeanSekoraHudsonEducational ScholarshipforWomen-JeffersonMasonicLodge104WilliamE. FalkJr.MemorialScholarshipFund-JeffersonvilleJayceesScholarshipFund-JHSClassof45,Inc.Fund-JohnC.GatzMemorialScholarshipFund-KelseyLynnMartinMemorial ScholarshipFund-KelseyMartinMemorialTennisTournament ScholarshipFund-KiwanisScholarshipFund-LewisA.EndresMemorial ScholarshipFund-MarkBixlerMemorialScholarshipFund-MarthaHartsternNursingScholarshipFund-MarvinWrightConservation ScholarshipFund-MattieLoughmillerScholarshipFund-TheMelvinandMarjorieGarriott ScholarshipTrustFund-MichaelL.BecherLawEnforcement ScholarshipFund-NewAlbanyHighSchoolPooledFieldof StudyAwardFund -A.FielderMyersScholarshipFund -AmericanHeritageScholarshipFund

-GammaChiSororityNursing ScholarshipFund -M.LucilleReiszScholarshipFund -NewAlbanyPTAScholarshipFund -ScribnerFamilyEndowment ScholarshipFund-NewAlbanyHighSchoolScholarship AwardFund -AliceL.GreeneScholarshipFund -JosephB.McClainScholarshipFund -MarkDouglasScholarshipFund -WayneGahlingerMemorial ScholarshipFund-TheNewman/WittligEndowed ScholarshipFund-NormanKratzScholarshipFund-Ottis&LenoraWrightMemorial ScholarshipFund-PaulandLoisHoltmanMemorial ScholarshipFund-PaulOgleScholarshipFund-PearlMorrisNursingScholarshipFund-PrideofGalenaScholarshipFund-RaymondRhodesMemorialScholarship FundfortheGraphicArts-Raymond Weatherholt Scholarship Fund-ReverendFarrisandDr.RamonaClifton ScholarshipFund-RobertE.MoserAgricultural ScholarshipFund-RolandH.MoneyScholarshipFund-SamuelC.RobinsonScholarshipFund-ShandaSharerScholarshipFund-SheilaBramlettMemorialFund-StevenBaileyMemorialScholarshipFund-TheSusanHigdonVisualArts ScholarshipFund-TimBrunmeierMemorialFund-YourCommunityBankCharitable FoundationScholarshipFund

-NEW fund listing

In 2016, TheCommunity

FoundationofSouthernIndianadistributedover

100 scholarship awards withacombinedvalueofnearly

$330,000. THANKYOU!

Scholarships offer students a sometimes life-changing opportunity to continue their education. Some students would not have pursued education beyond high school without these important scholarships and the generosity of our donors. Our thanks go to the following scholarship funds and their generous donors for their contributions to the educational attainment of the next generation of community leaders.


22

Scholarships

Kelsey JohnsonHenryvilleHighSchoolIndianaUniversitySoutheast

Grace LoweJeffersonvilleHighSchoolButlerUniversity

Bayasa BatsaikhanNewAlbanyHighSchoolIndianaUniversity

Four graduating seniors in Clark and Floyd counties were chosen from 218 applicants to receive full four-year

scholarships from the Lilly Endowment, Inc. Community Scholars Program. To learn more about the Lilly Scholars,

visit the scholarship section of our website.

Hannah BaileyCommunityMontessoriHanover College


Lilly Endowment Community Scholars

Our Donors

-AdvancedPayrollSystems,Inc. -AmericanLegion,BonnieSloanPost#28 -Mr.KeithR.Antz -Mr.andMrs.GaryL.Austin -TheHazel&WalterT.Bales Foundation,Inc. -Mr.andMrs.GaryT.Banet -Mr.andMrs.JohnE.Barksdale -Mr.andMrs.LouisR.Baumann -PhillipandAmyBeaman -Ms.PatriciaA.Becher -Ms.SaraB.Becher -Mr.JamesH.Becker -Ms.PamBennettMartinand Mr.DavidMartin -JessicaandMattBergman -Dr.andMrs.RexG.Bickers -Mr.RyanBlaney -Ms.JudithJ.Bloor -BlueGrassCommunityFoundation -Dr.andMrs.StephenBodney,M.D. -Mr.andMs.TomBoofter -Mr.andMrs.HermanBott -ChrisandLisaBottorff -Ms.AliceBower -Mr.BrianBrinkworth -Mr.andMrs.JohnG.Brinkworth,Jr. -Ms.VictoriaD.Buster -Ms.DorothyJ.Byrn -Ms.JillianCantu -DavidandDorothyCase -CatholicHealthInitiatives -KevinandCindyCecil -Mr.andMrs.DonaldL.Cherrie -CityofJeffersonville -CityofNewAlbany -ClarkCountyREMC -Ms.MelanieClark -ClarksvilleCommunitySchoolsas AgentforFacultyandStaff -Ms.ArlettaClements -JudgeJ.TerrenceandMrs.PeggyCody -Mr.PatrickT.Cody -Mr.ShaneCody -CommunityFoundationofLouisville,Inc. -Ms.AimeeConrad-Hill -Dave&JoyCreps -Dr.ClaudiaCrump -JoyceandDonDay -Mr.andMs.WilliamE.Dehn -DukeEnergyFoundation -Mrs.andMrs.KennethA.Eichenberger -Mr.andMrs.JohnElliott -Ms.BonitaEmbryCoots -Ms.MarleneM.Embry -Mr.andMrs.JosephEpperson -JillandJerryFinn -Ms.MarianeFisher -FloydCountyGovernment -Four-HClubCorp -Ms.KimberlyD.Friend -FurnishInvestmentsLLC -Mr.andMrs.CharlesD.Garmon -Ms.KathlynGarry -Mr.andMrs.ChristopherJ.Gatz -JohnandBarbaraGeltmaker -GermanAmericanBank

We want to take a moment here to thank each of our

supporters and donors. Throughout 2016, we

received gifts from many people who support our

vision and mission to build enduring charitable resources

to positively impact our communities. Without your generosity the Community

Foundation wouldn’t be able to impact the lives of

so many throughout this region. We were able to have

a tremendous impact on our community last year and it

would not have been possible without your support.

Thank you.

-GHKTruss,LLC -Mr.andMrs.GaryD.Gilmore -JoeandMelissaGlover -Ms.BonnieE.Graham -GreaterClarkCountySchools EducationFoundation -Ms.HaylieGregory -Mr.andMrs.ChristopherGunther -H&HDesign-Build -Ms.LeahHamilton -Mr.GregoryC.Hammond -Mr.JamesM.Hammond,III -Mr.MichaelB.Hammond,Jr. -Mr.andMrs.MichaelB.Hammond -Mr.RobertHammond -Mr.andMrs.BillHanson -Mr.andMrs.JohnL.Hartstern -Ms.ArelineHauke -HighlandHillsMiddleSchoolBoys& GirlsTennisTeam -Mr.andMs.StevenW.Hirsch -Dr.andMrs.C.M.Hocker -Ms.ChristineM.Holtman -Ms.JaniceL.Holtman -HomeoftheInnocents,Inc. -HorseshoeFoundationofFloydCounty -Mr.andMrs.LarryC.Howlett -Ms.LisaBronesHuber -Ms.PhyllisA.Huber -Ms.AbbyHuff -Mr.SteveHuggins -Ms.IreneJ.Hughes -Ms.RuthAnnHunt -Ms.DorisJ.Hyman -ICAPServicesNorthAmerica,LLC -Ms.CharlotteIpsan -JoeandKathyJacobi -Ms.MaxineJacobi -Jacobi,Toombs&Lanz,Inc. -Ms.JoAnnJacobs -Mr.JohnD.Johnston -JamesP.andLindaKeith -KentuckianaNursingService -DianeKilner -Ms.RoxanneKimbell -Mr.JamesG.King -KiwanisClubofNewAlbanyIndiana,Inc. -RobertandDeenaKleehamer -Mr.andMs.ElmerKnable -RayandYvonneKnight -Kroger -Mr.andMs.NormanC.Kruer -Mr.andMrs.ZahidLadha -Mr.andMs.MichaelL.Larner -Mr.andMrs.RonaldL.Lecher -Mr.andMrs.RobertN.Lewis -Ms.KyraLilley -LindleyPlumbing,Inc. -Mr.ThomasJ.Lindley,III -LL&ADesign -Ms.LisaM.Long -Ms.JamieL.Longacre -Mr.StephenM.Lukinovich -MassMutualFinancialGroup -Mr.RogerMaynard -Mr.JeffMcCaffrey -Mr.andMrs.PhilipW.McCauley

-KarlaandAndrewMelin -JasonandLaTanyaMeriwhether -Mr.andMrs.JimA.Michell -Mr.andMrs.JerrolMiles -Mr.andMrs.ThomasG.MilleaJr. -Ms.ShirleyL.Miller -Mind’sEyeCreative -MonroeShine&Co.,CPAs -MorganStanleyC/OCyberGrants,Inc. -Mr.JamesF.Morris -Ms.M.DianeMurphy -ChuckandValoryMyers -Mr.DavidC.andMrs.RebekahHussung -Mr.andMrs.AdamC.Naville -Mr.andMrs.R.GregoryNeely -NewAlbanyUrbanEnterpriseAssociation,Inc. -MichaelandSallyNewkirk -Mr.JasonNicholson -Mr.andMrs.KevinNolan -Ms.JenniferO’Brien -Mr.andMrs.MarkD.O’Brien -OneVisionFederalCreditUnion -Mr.andMrs.JohnA.Oppelt -Ms.JustineOppelt -DaleOrem -Mr.andMrs.JamesC.Orem -Ms.SusanOrth -Mr.andMrs.GregoryOsborne -PalmerThompsonLaw,LLC -MimiandLarryParis -PemberlyFarmsLLC -Prof.CurtisH.Peters -Ms.MaryPatriciaPeterson -Ms.TamalaPonder -Mr.andMrs.DavidJ.Reinhardt -Mr.KyleR.Ridout -Ms.DonnaK.Riley -Mr.andMrs.JerryO.Robertson -Ms.PaulaM.Robinson -Ms.PhyllisRobinson -Mr.andMrs.DonRobinson -Mr.andMrs.HughD.Roe -EstateofEdnaLucilleRoss -TheHonorableCarltonE.Sandersand Mrs.SueSanders -Ms.JanetA.Schlageter -SevenDevelopment -Mr.S.ButchShaw -Mr.J.RobertShine -Mr.andMrs.SamM.Shine -Mr.andMrs.WilliamF.Short -TomandLindaSpeed -Mr.andMrs.DavidW.Spoelker -Mr.andMrs.ThomasStaley -StarlightFoundation,Inc. -Mr.andMrs.CaryG.Stemle -Mr.andMrs.CharlesE.StephensJr. -Mr.andMrs.MichaelStewart -StockYardsBank&TrustCompany -Ms.SamanthaL.Strom -Ms.JudySullivan -Mr.EdwardE.Summers -Ms.ShirleySwansonJones -Ms.RebeccaT.TaylorThomas -TEGArchitects,LLC -Mrs.JaneThom -Ms.ConnieL.Thomas

-UnitedActuarialServices,Inc. -Ms.MarieVass -MikeandDebbieWaiz -Ms.BarbaraM.Warth -Mr.andMrs.JamesB.Wathen -Mr.andMrs.A.J.Webb -Ms.MelanyWessels -Ms.BethWhite -Ms.SierraWieseandFamily -Ms.DianeE.Wille -JamesN.andBarbaraK.Williams -Mr.andMrs.DanWilliamson -Mr.andMrs.RobWillman -Mr.KentonWooden -Mr.andMrs.CarletonR.Wright -Mr.andMrs.JamesM.Wright -YourCommunityBank -Ms.AbbieZastawny -Ms.TheresaK.Zoubul

-5AnonymousDonors

25


Linda SpeedPresident and CEO

Melany WesselsSenior Director of Finance and Operations

Crystal GuntherDirector of Community Philanthropy

Kenton WoodenDirector of Community Outreach

Margaret BrinkworthGrants and Scholarship Associate

Tamala PonderAdministrative and Database Assistant

Board of DirectorsThemembersoftheBoardofDirectorsoftheCommunityFoundationofSouthernIndianaassurethattheFoundation’sresourcesareusedefficientlyandeffectivelytoaccomplishourvisionandmission.

Gary Banet, ChairPhillip Beaman, Vice-ChairDavid Hussung, SecretaryBill White, Treasurer

Jessica BergmanJ. Terrence CodyJay ConnerMelissa FryBill HansonLisa Brones HuberJulie Larner

Staff Members

Members of the Board of Directors, left to right, standing: Larry Ricke, Lisa Brones Huber, Kyle Ridout, Jay Conner, Jessica Bergman, Julie Larner, Phillip Beaman, Linda Speed (ex-officio), Terrence Cody and Sue Sanders. Seated, left to right: R. Gregory Neely, David Hussung, Adam Naville, Gary Banet, Bill Hanson, Melissa Fry, Bill White. Not pictured: Catherine Sherrard

Adam NavilleR. Gregory NeelyLarry RickeKyle RidoutSue SandersCatherine SherrardLinda Speed, President and CEO, ex-officio

Board of Directors


The Community Foundation of Southern Indiana was founded in 1991 as the region’s partner, resource and steward in philanthropy. The Foundation manages $102 million in charitable assets and administers over 240 individual funds – each of which supports the unique charitable intent of the donor who established the fund. Annually, the Foundation awards millions in grants and scholarships to support our community and is a National Standards certified community foundation.

VisionTobethepartnerandtrustedresourceforphilanthropyinourcommunity,providing

stewardshipofcharitableintentsotheimpactofgenerositywill

lastforgenerations.

MissionTo build enduring charitable resources used to

positively impact our community by: •Servingasapartnerandresourcefordonors,theiradvisors,andnot-for-profitorganizations

•Makingitsimplefordonorstofulfilltheirindividualgoalsingivingback

•Providingstewardshipofdonorgiftsandcharitableintentfor

generationstocome

•Fulfillingaleadershiproleonimportantcommunityissues

ValuesIntegrity/Ethical Behavior

-Dotherightthingeverytime

Stewardship –Preservedonorintentandcharitable

valueacrossgenerations

Excellence –Exceedexpectationsinallwedo

Passion–Lovewhatwedo;believewhatwedo

makesarealdifference

Leadership –Knowourcommunityanditsneeds;

actonthatknowledge

Donor Service –Createanenvironmentofpersonal

engagementandfulfillmentofcharitablewishesforeachdonor


Partner. Resource. Steward.

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Confirmed in Compliance withNational Standards for U.S. Community Foundations

4108CharlestownRoad,NewAlbany,Indiana,47150P:812.948.4662F:812.948.4678CFSouthernIndiana.com

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