Capital Region Community Foundation

a l e g a c y o f i n s p i r a t i o n

“The way you get meaning into your life is to devote yourself to loving others and devote yourself to your community around you.”

— Mitch Albom

l e t t e r f r o m t h e p r e s i d e n t

a r e p o r t t o t h e c o m m u n i t y

We are pleased to present this Report to the Community – a summary of the good work that the Capital Region Community Foundation has undertaken to make our region a better place for all of us to live and work. We hope you will enjoy reading it, and we encourage you to join us

in supporting the cause of charitable giving in our community.

What is the Community Foundation? The Community Foundation is a tax exempt, 501(c)(3) public charity whose mission is “to serve the charitable needs and enhance the quality of life in Ingham, Eaton and Clinton counties.” The Foundation accomplishes this goal by helping individuals and organizations establish permanent, charitable endowment funds. We invest the principal of those endowment funds and use the income generated from them to make grants of approximately $3 million each year to charitable organizations in our community.

More than $22 million granted in 20 years Over the course of our 20-year history, the Foundation has made grants into the community totaling more than $22 million. Our grantmaking is the heart of our good work, and here you will read about some of the many ways our grants have made a real, tangible difference in people’s lives and improved the quality of our community.

Meeting community needs in tough economic times We all know this is a difficult time for Michigan’s economy and for our community in particular. During these tough times the Community Foundation is working hard to meet the community’s greatest needs. In light of greater demand, we have set aside additional funding for human services. Because of severe state funding cutbacks for the arts, we have increased our support for cultural institutions. We also have continued our collaborative work with other funders and local government agencies, successfully leveraging our dollars to attract matching federal grants that support numerous charitable activities in our community.

How can you help? Our grants are made possible, of course, by the generosity of our donors. Giving through the Foundation is simple. Any donor can designate a gift for a wide variety of charitable organizations and causes. All gifts to the Foundation are eligible for the Federal Income Tax charitable deduction, and gifts to permanent endowments are also eligible for the State of Michigan Income Tax Credit. For more information about the Capital Region Community Foundation, including a copy of our more-detailed annual report, please go to our Web site, www.crcfoundation.org, or call (517) 272-2870.

Sincerely,

Dennis W. Fliehman, President and CEO

Capital Region Community Foundation

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We are a local organization with deep roots in the community.

Our professional program staff has broad expertise regarding community issues and needs.

We provide highly personalized service tailored to each individual’s charitable and financial interests.

Our funds help people invest in the causes they care about most.

We accept a wide variety of assets, and can facilitate even the most complex forms of giving.

We partner with professional advisors to create highly effective approaches to charitable giving.

We offer maximum tax advantage for most gifts under federal law and through the Michigan Tax Credit.

We multiply the impact of gift dollars by pooling them with other gifts and grants.

We build endowment funds that benefit the community forever and help create personal legacies.

We provide a simple way to give to a number of charitable causes.

Ten reasons people choose to give through community foundations

nless your last name is Kellogg or Dow or Van Andel, you might assume you will have no legacy.

You don’t have to be a millionaire to leave something that will make a difference for generations to come right here

in your own community. The Capital Region Community Foundation is a way for donors from all walks of life to give back to people in Mid-Michigan. Your gift and your neighbor’s gift and your friend’s gift, plus gifts from hundreds of people you’ve never met combine to create an enduring legacy of giving. Your gift can help pay for large projects, such as the $75,000 granted to the Listening Ear of East Lansing for a new building. Your legacy also can help meet important community needs such as providing housing, clothing and food to the needy or sending families to camp to learn how to live healthier lives. All gifts are professionally managed and pooled to increase their impact.

What to give You have several options when making a gift to the Community Foundation. You may, of course, contribute to an existing fund. Or you can establish your own Foundation fund, either during your lifetime or through your estate plan, with a gift of as little as $10,000. Funds can be established in your name or in the name of your family, your organization or someone you wish to honor. All grants distributed from your fund – today and in the future – are awarded to local charities in the name of your fund.

Your gift to the Capital Region Community Foundation may be made in many forms, including:w Cash, stocks, bonds, real estate and/or personal propertyw Gifts memorializing or honoring loved onesw Bequests or gift annuitiesw Life insurance naming the Foundation as beneficiary and/or ownerw Individual retirement accounts and charitable lead or remainder trustsw Conversion of private foundation to a Community Foundation fund

Kevin Kelly was a son, husband, father, mentor and friend. As executive director of the Michigan State Medical Society, Kevin saw the big picture, advocating for access to health care and working to envision the future of medicine. But nurturing relationships was important to him as well, said Dr.

Michael Sandler, former president of the 16,000-member society, based in East Lansing. “The joke was that Kevin Kelly knew everybody in Lansing and that everybody knew Kevin,” Sandler said. “You could go somewhere and everybody would say, ‘Give my regards to Kevin. I think Kevin’s great.’” Kevin died in December 2008 at age 52. Kevin gave people a sense of confidence in their own ability to help those in need, motivating people

to use their imagination to come up with creative solutions to problems. His motto: Anything is possible if you ask!” Kevin was proud of his community, and the tremendous number of contributions to the Community Foundation in his memory demonstrates how proud his community was of him. “The good fortune of knowing someone like Kevin makes us all better people,” said Julie Novak, Kevin’s successor at the Michigan State Medical Society. “His influence will have a ripple effect for generations.” Kevin’s family established the Kevin A. Kelly Action Fund to help people in need and provide opportunities for people to be lifted up from their troubles, their challenges and their pain. Kevin’s legacy will live on.

– Contributing: Lansing State Journal

“In charity there is no excess.” — Sir Francis Bacon

The mission of the CapitalRegion Community

Foundation is to serve the charitable needs and

enhance the quality of life in Ingham, Eaton and Clinton

counties. We serve and seek out a wide range of

donors to build permanent endowments that are used to meet the changing needs and interests of the community.

m i s s i o n s t a t e m e n t

A grant to Haven House provided transportation for outings for homeless children.

A Youth Action Committee grant helped cover the cost of operating Reach Studio Art Center’s free after-school drop-in art sessions for teens.

A $2,000 youth grant helped the Charlotte Community Library purchase fiction and non-fiction books for teens.

VFW’s Life Skills Program provides education, mentoring and hands-on experiences designed to develop a wide range of skills and enhance interpersonal relationships.

Allen Neighborhood Center is a hub for neighborhood revitalization and capacity-building activities that promote health, safety and stability.

Strike a pose! The PEAK program at the DeWitt YMCA educates young girls in healthy eating, exercise and lifestyle changes.

“We make a living by what we get, but we make a life by what we give.”

— Winston Churchill

CRCF grants in action

What will your legacy be?

A grant to Michigan Capital Celiac helped fund scholarships for children with Celiac

Disease to attend their summer camp.

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What does Cleon Mingus, a retired autoworker who lived most of his life in a small home near Lansing, have in common with Andrew Carnegie, W.K. Kellogg and S.S. Kresge? They all were philanthropists who left

behind a lasting legacy that will benefit future generations in perpetuity. Cleon died on May 30, 2008, leaving the bulk of his estate – more than $500,000 – to the Capital Region Community Foundation. Having no children and outliving his wife and siblings, he asked his financial advisor to help him make sure his estate would benefit the community he cared about. So what has Cleon’s generosity accomplished? It established the Cleon

Mingus Fund, a permanent endowment where his gift will be invested with other CRCF endowments and annually distribute approximately $25,000 to Ingham, Eaton and Clinton county charities. Next year, and every year thereafter, Cleon’s gift will meet a variety of community needs – such as healthy lunches for senior citizens, building materials for a Habitat House, hospice care, access to art and recreational activities, support for foster children and beds for a homeless shelter. Cleon Mingus set an example for the rest of us by demonstrating that you don’t have to be famous – or a multi-millionaire – to be a philanthropist. By including a gift to the Capital Region Community Foundation in your will, you too can be a hero to future generations.

Connecting with his community

M I S S I O N S T A T E M E N T

The mission of the Capital Region Community Foundation is to serve

the charitable needs and enhance the quality of life in

Ingham, Eaton and Clinton Counties.

We serve and seek out a wide range of donors to build

permanent endowments that are used to meet

the changing needs and interests of the community.

For good. For ever.sm

Confirmed in compliance with National Standards for U.S. Community Foundations

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A hero for generations

“What we have done for ourselves alone dies with us; what we have done for others and the world remains and is immortal”

– Albert Pike

“The value of a man resides in what he gives and not in what he is capable of receiving.”

– Albert Einstein

“Giving frees us from the familiar territory of our own needs by opening our mind to the unexplained worlds occupied by the needs of others.”

– Barbara Bush

Richard and Lorayne Otto Scholarship I like to think that we, Dick and Lorayne Otto, are Auto-Owners Blue Bloods. My father worked for Auto-Owners when I was born in 1928, and he worked there until he died in 1945. Both Lorayne and I were working in the Underwriting File Department in 1951 when we met and were married. Lorayne worked for three years before starting our family, then later worked part-time on several occasions for the company. I continued working until retiring in 1993 and retired from the Board in 1999. During the many years of as-sociation and employment, we have received many blessings from Auto-Owners and have wanted to do something for the company that has given us so much. As a result of our desire to do something for the company, we have made a gift to the Capital Region Community Foundation and created the Richard and Lorayne Otto Scholarship Fund. Children of the Auto-Owners Group Associates will be eligible for the scholarship awards. Again, we would like to express our thanks to Auto-Owners for a wonderful association. Go Blue — Auto-Owners Blue, of course.

— Dick & Lorayne Otto

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Education 17%$519,165

Environment .7%$21,024

Public Benefit/Economic Development

33.8%$1,034,667

Arts/Humanities 4.2%

$129,008

Other 2.8%$86,702

2008 GRANTS

Applying for a Grant

Capital Region Community Foundation welcomes grant applications from tax-exemptorganizations recognized under Section 501(c)(3) of the Internal Revenue Code, and otherqualified public entities (churches, schools and governmental). Grant applications arereviewed and evaluated by program staff and advisory committees of the Foundation, whomake recommendations to the Board of Trustees. The Board makes the final determinationregarding all grants.

Grants are made in the areas of education, environment, health care, human services,humanities, and public benefit. Generally, grant awards are made only to non-profit501(c)(3) tax-exempt organizations, schools, government agencies and municipalities thatbenefit the residents of Eaton, Clinton and Ingham Counties. Application instructions,information, forms and deadlines can be found on our website at www.crcfoundation.org,or by calling the Foundation’s program staff at (517) 272-2870.

Grants awarded in 2008592 Grants Totaling $3,058,811

Health Care 5.7%$173,352

Human Services 22.9%

$700,319

Housing/Shelter10.6%

$324,886

Recreation/Youth Development 2.3%$69,689

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Perhaps your children or grandchildren

attended the Parkwood YMCA’s Mystic Lake Camp for a week – or for most of their childhood summers. But did you know Mystic Lake hosts camping programs throughout the year? One such program, a Healthy Family Camp, was offered over the Memorial Day holiday weekend, designed to teach families how to live a healthier lifestyle, integrating nutrition and exercise. “A lot of times when people think of exercise, they think, ‘I gotta go to the gym and get on a treadmill,’ but they don’t realize canoeing can be exercise, hiking can be exercise,” said Ricky Wright, Mystic Lake’s executive director. Through a grant from the Capital Region Community Foundation, Mystic Lake was able to extend scholarships to 16 people, allowing multiple families to attend the 2009 program. “The additional money made available by the Capital Region Community Foundation allowed us to create access for families in the Lansing area,” Wright said. “The Foundation has been really good to the Y over the years.” The benefit of the camp extends beyond the lessons taught, Wright said. “The beautiful

thing about the program is it’s a fairly inexpensive way for a family to spend some high-quality time together. And everything is included once you get here – meals, everything.” That’s key in the state’s current economic climate. “Given the economy, we’ve seen that requests are up for financial assistance,” Wright said. “The additional money made available by the Capital Region Community Foundation allowed us to create more access. We’re trying to be a catalyst for making Lansing and other communities healthier.”

A camp with a cause

w w w . c r c f o u n d a t i o n . o r g

Capital Region Community Foundation6035 Executive Drive, Suite 104 • Lansing, MI 48911

Phone: (517) 272-2870 •Fax: (517) 272-2871

Mark E. Alley, ChairChief of Police, LPD

Nancy L. Little, Chair-ElectAttorney/Shareholder, Foster Zack Little Pasteur & Manning, PC

Denise Schroeder, SecretaryChief Operating Officer, Pension Trend

Douglas A. Mielock, TreasurerAttorney/Shareholder, Foster Swift Collins & Smith, PC

John AbbottPresident, Summit Community Bank

Diana Rodriguez AlgraExecutive Director, Volunteer Centers of Michigan

Charles Blockett, Jr.President, Charles Blockett, Jr. & Associates

Kira Carter-RobertsonPresident and CEO, Sparrow Specialty Hospital

Sam L. DavisJail Administrator, Ingham County Sheriff’s Office

David J. DonovanFounder/Consultant, Donovan Company, LLC

The Foundation is governed by a volunteer Board of Trustees, a broadly representative group of community leaders. Trustees are elected for three-year terms and may serve three full terms. The Board is responsible for setting Foundation policy, approving all grant awards, and for hiring investment managers to implement the Board’s investment policy.

Children enjoying the Mystic Lake YMCA Healthy Family Camping Program

Grants awarded in 2008592 grants totaling $3,058,812

o n e f a m i l y ’ s d e d i c a t i o n

2 0 0 9 B o a r d o f T r u s t e e s

Nancy A. ElwoodFinancial Advisor, Merrill Lynch

Vincent J. FerrisPresident, Custom Home Interiors, Inc.

Bo GarciaDirector of Strategic Planning & Economic Development, Lansing Community College

Pat GillespiePresident, Gillespie Group

Andy HoppingExecutive Vice President/CFO, Jackson National Life Insurance Company

Joan Jackson JohnsonDirector, Human Relations and Community Service Department, City of Lansing

Michael KingVice President/General Manager, WILX-TV

Robert KoltCEO/President, Kolt Communications, Inc.

Dorothy E. MaxwellPresident & CEO, Max Weingar Group

Michael NobachManaging Director, Clinton County Road Commission (Retired)

Helen Pratt MickensProfessor & Associate Dean of Community Relations, Thomas M. Cooley Law School

Brian PriesterPresident and Publisher, Lansing State Journal

Mary J. SchaferCPA/Partner, Plante & Moran, PLLC

Sharon H. SolomonExecutive Director, National Alliance for the Mentally Ill

Mitchell TomlinsonCEO, Peckham Inc.

Carmen TurnerPresident, Boys and Girls Club of Lansing

Steven WebsterVice President of Governmental Affairs, MSU

Ryan M. WilsonAttorney/Shareholder, Fraser Trebilcock Davis & Dunlap, PC

Arianne Umfleet, Student TrusteeLansing Christian High School Student

Jessica McKay, Student Trustee - ElectWilliamston High School Student

The Listening Ear of East Lansing has received the Capital Region Community Foundation’s 2009 Impact Grant of $75,000. The money is for the purchase of a building for the Capital Area Sexual Assault Response Center. It’s one of 125 grants totaling more than $544,000 announced for the Summer 2009 granting cycle. “The grant has enabled the Sexual Assault Response Team to grow and encompass the Sparrow Sexual Assault Nurse Examiner program and MSU’s sexual assault program in one building,” said Pat Lutza, publicity and media coordinator for the Listening Ear. “Having one place where a sexual assault victim can come in and be examined by a nurse and

be interviewed by a police officer in a warm, comfortable, safe setting is so important.” Other grants announced this summer:

w Habitat for Humanity of Clinton Co.: $11,334w Greater Lansing Food Bank: $24,917w Lansing Comm. College Foundation: $7,500w Haven House: $7,551w Highfields: $7,269w Tri-County Aging Consortium: $9,450w Eaton Area Senior Center: $7,499w Child and Family Services, Capital Area: $5,460

So far this year, the Foundation has awarded more than $2.3 million in grants; more grants will be announced this fall.

The Listening Ear leads Foundation’s $554,000 in grants to local non-profits









































Capital Region Community Foundation

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Transcript of Capital Region Community Foundation