YEARS OF

Celeatingphilanropy

connecting ople o ca with causes that aer

Fostering permanent charitable funds and philanthropic programs to support outstanding community projects

“Treat others as you would like to be treated.”

This is the founding principle of Ukrop’s Super

Markets, a family-owned and operated grocery

store chain founded in Richmond in 1937. As

one of The Community Foundation’s earliest and

strongest supporters, the Ukrop family’s personal

and professional mission mirrors the mission of

The Community Foundation. Each year, Ukrop’s

gives a minimum of 10 percent of its pre-tax

profits back to the community, and matches a

percentage of its shoppers’ receipts as gifts to

their favorite charities.

Fortunately for the then-new Community Foun-

dation of the Rappahannock River Region,

Ukrop’s opened a Donor-Advised Fund in 2000

for the purpose of supporting charitable causes

to benefit this area. Ukrop’s benevolence and

funding has directly benefited The Community

Foundation’s Youth in Philanthropy program,

and has specifically benefitted the citizens of

this area with grants to the Fredericksburg Area

Museum, the Moss Free Clinic, Bragg Hill Family

Life Center, the Rappahannock United Way and

a host of other local charitable organizations.

The Ukrop’s/First Market Bank Fund is a perfect

example of how businesses can work with The

Community Foundation to fulfill their philan-

thropic missions in this area.

Success Story Ukrop’s/First Market Bank Fund: An Example

of Corporate and Community Generosity

10 Years of Giving

EDUCATION ENVIRONMENT

CHILDREN & YOUTH

SCHOLARSHIP

ARTS & CULTURE

HEALTH & SOCIAL WELFARE

Throughout our ten year history, The Community Foundation

has been dedicated to a single goal: to foster permanent

charitable funds and philanthropic programs that support

outstanding community projects. The Community Founda-

tion has awarded approximately $2 million in grants to more

than 125 diverse nonprofit agencies and organizations that

serve our growing community needs.

The Foundation’s assets have continued to expand from our

inception in 1997, increasing to $4.7 million as of December

31, 2007. This growth is due both from increased contribu-

tions from community members and strong returns in the

financial markets.

The Community Foundation is grateful for your support, and

we look forward to exciting years ahead.

Keith L. Wampler President (Founder)Catherine M. Wack, President-Elect

Harry D. Dickinson, Treasurer (Founder)James C. Dannals, Secretary

Stephanie A. Armstrong

Stephen V. Batsche

Jeffrey H. Boutwell

Thomas L. Bricken

Raul Chavez-Negrete

Anita W. Churchill

John H. Coker, Jr.

Heather Bowers Foley

R. Leigh Frackleton, Jr. (Founder)Daniel I. Hansen

Bernard W. Mahon, Jr.

W. Richmond McDaniel

M. Saundra Pearson

Paul A. Simpson

Jon D. Wallace

Susan S. Williams

Alma F. Withers

Dale L. Wright

Former Board Members

Mona D. Albertine

G. William Beale

Joanne Beck

Gerald A. Belloti

Ana Garcia Chichester

George W. Coghill, Jr.

Gilbert Coleman

Richard E. Conway

Lawrence A. Davies

Rosier D. Dedwylder, II

Norris E. Dickard

Janet C. Erkert

Marilyn R. Farrington

Allen H. Fisher, Jr. (Founder)Robert P. Fuscaldo

Christopher M. Hallberg (Founder)Homer L. Hite

William J. Howell (Founder)William R. Johnson

Beverley G. King

William J. Kinnamon

Charles T. Lewis

Ravi N. Mathur

Wayne McHargue

John D. Mitchell

Alice Moore

J. David Mullins

John C. Neal

Beverley C. Newlin

Sear R. O’Connell

Betty J. Poole

Richard L. Potter*

Xavier R. Richardson

Anne W. Rowe (Founder)George P. Snead

Douglas G. Stewart (Founder)David W. Storke

Barbara C. Terry

Katherine Q. Wafle

Barbara P. Willis

Georgia M. Willis Fauber

Linda D. Worrell (Founder)William B. Young (Founder)William B. Young

*Deceased

Success Story Ukrop’s/First Market Bank Fund: An Example

of Corporate and Community Generosity

The 2007-2008 Board of Governors of The Community Foundation of the Rappahannock River Region:

THE GOVERNING BOARD

establishes the Foundation’s

policies and priorities and

makes final decisions on

grant authorizations.

Governing Board members

are community leaders

who have demonstrated an

exceptional commitment

to the quality of life in the

Rappahannock River region.

Governing Board members

receive no compensation

for their service.

Bev Newlin An Innovative Board Member Whose

Challenge Launched New Programs

When community activist and volunteer

Bev Newlin joined the Board of Gover-

nors of The Community Foundation of the

Rappahannock River Region, she brought

great ideas learned from years of volunteer

experience. Bev’s philanthropic experience

has taught her that to be highly successful,

organizations have to be well-known and

well-funded. To help The Community Foun-

dation increase its funding and visibility, Bev

challenged the Board of Governors: “I’ll give

you $25,000 for the Community Enrichment

Fund if you match it with $25,000 from new

donors!” Bev further stipulated that no gift

could be greater than $1,000. The Com-

munity Enrichment Fund is an unrestricted

grant-making fund for the emerging needs

of our community.

The Community Foundation met Bev’s

challenge, and $50,000 was added to the

Community Enrichment Fund. Thanks to

Bev’s great idea, The Community Founda-

tion will begin its second decade with a

much greater ability to identify community

needs and to give grants to help solve

local problems. And now, thanks to Bev,

The Community Foundation is known to

more people in this community.

The Ross Family Combining Memories, Education

and Charitable Giving

Dan, Sherry and Amanda Ross are a very

fine example of how family loyalty and

love can translate into community activ-

ism and lifelong philanthropy. To honor the

memory of their son and brother Chris who

died in 1977, they created a fund that has

given over $60,000 to athletic programs

at Spotsylvania High School. In addition,

every year they award two $1,000 scholar-

ships to deserving Spotsylvania High School

students. Chris was a superior athlete and

the recipient of many awards. The funds

and scholarships are awarded to programs

in Chris’s areas of athletic interest and to

students who emulate Chris’s character.

The extended Ross family and scores of

friends and associates in the community

raise money with The Chris Ross Golf Tourna-

ment every July. This family oriented event

sells out every year, and has become an

annual tradition that helps The Community

Foundation, the community as a whole

and hardworking Spotsylvania High School

college-bound students. The Ross family’s

dedication and generosity is a great

example of why The Community Foundation

is so successful today.

Community Foundation FUNDamentals How to Donate and Why

to meet both current and future needs. They look to The Community Foundation for strong investment oversight services and ask our staff to manage all of the administrative details of the endowment. This can provide a relatively constant source of annual income and help maintain their mission in perpetuity. It also frees the nonprofit to focus on what they do best in the community.

Field of Interest Funds

Field of interest funds are often established to support particular interest areas, specific program initiatives, causes or geographic areas. At the donor’s request, use of the funds is restricted to a specified area of interest, but flexibility remains to meet changing situations.

Scholarship Funds

The creation of a scholarship fund is attrac-tive to many donors and can be structured to benefit students at any education level, or for a specific institution. A scholarship fund can also be established to honor a loved one.

Some donors choose to stay involved through advisory relationships, while others rely solely on The Community Foundation scholarship com-mittee to assist in the selection of recipients. Either way, our staff will handle the necessary paperwork and will ensure that scholarships are distributed in an equitable manner.

Unrestricted Funds

Unrestricted funds are not specifically desig-nated for use by a particular agency, cause or area of interest. The Community Founda-tion oversees the use of these funds, setting priorities for their use and determining how grants will be distributed to support the chari-table needs of our community. Unrestricted funds give us the ability to respond to pressing and often changing needs in the community.

There are five distinct ways that people can give to the Rappahannock River region through The Community Foundation. The five types of funds, Donor Advised, Designated, Field of Interest, Scholarship, and Unrestricted, allow donors to match their personal ap-proach to giving and their charitable intent. Donors can consolidate their annual phil-anthropic giving by opening a fund at The Community Foundation. Each fund operates like a small private philanthropic foundation. By establishing a fund at The Community Foundation, donors can involve family mem-bers and children, and most importantly, be part of a larger organization formed to improve the quality of life in this region.

Donor Advised Funds

Donor advised funds are established by donors who wish to actively participate in the grant-making process. Individuals who

establish a donor advised fund recom-mend charitable projects or organizations they want to support. It is easy to give to multiple nonprofits through a donor advised fund.

Designated Funds

Donors who wish to support a specific agency or cause can establish a designated fund. If the original charity ceases to exist, becomes obsolete or is unable to perform their charitable

purposes, The Commu-nity Foundation is able to redirect the funds to an or-ganization providing similar services without the cost of

expensive legal action.

Many nonprofit organizations establish an endowment fund with us in order to grow assets

Funds at the Community FoundationFIELD OF INTEREST FUNDSAnne Felder Fund provides funds to im-prove and enrich the lives of the intellectually disabled and disadvantaged population of Fredericksburg.

Kelly Givens Memorial Fund supports pro-grams and services for people with long-term, severe, and persistent mental illness.

DESIGNATED FUNDSSara P. Boutwell Memorial Fund supports the operating needs of the Youth in Philanthropy program.

Alan F. Courtney Fund supports designated organizations within the Fredericksburg area.

Wayne A. Dennison Fund supports the pro-gram needs of The Community Foundation.

Harry and Marie Dawideit Fund supports the program needs of The Community Foundation.

Benjamin J. Hall Memorial Fund awards charitable causes that support the men, women and families of the U.S. Armed Forces.

William Lakeman Fund supports the Greater Fredericksburg Habitat for Humanity.

Trust for Public Education IV provides support for the Spotsylvania County School system to engage programs in character development and teacher appreciation.

Barney Reiley-YMCA Fund provides citizens in need with the opportunity to attend YMCA summer camps.

Chris Ross Memorial Fund provides grants to support the athletic department needs of Spotsylvania High School.

DONOR ADVISED FUNDS

Ukrop’s/First Market Bank Fund supports general charitable purposes within the Rappahannock River region.

PNC Bank Community Endowment Fund supports general charitable purposes within our community.

Dulcie H. Potter Memorial Fund supports general charitable purposes within our community.

Graves-King Family Legacy Fund supports general charitable purposes within our community.

Rennie and Richmond McDaniel Fund sup-ports general charitable purposes within our community.

Rowe Family Legacy Fund supports general charitable purposes within our community.

Sullivan Family Legacy Fund allows the Sullivans to share charitable decisions as family and engage their children in lifelong giving.

Forbush Family Legacy Fund allows the Forbush extended family to share charitable decisions and engage their children in life-long giving.

ORGANIZATIONAL FUNDSFredericksburg Festival of the Arts Fund supports the programs of the Festival of the Arts.

Dahlgren Rescue Squad Fund provides support for the programs of the Rescue Squad.

Bragg Hill Family Life Fund provides support for the programs of the Bragg Hill Family Life Center.

Hospice Support Care Fund supports Hospice Support Care services.

Olde Forge Junction Fund supports edu-cation needs about employment, financial self–sufficiency and training in community ministry in the Olde Forge community.

Beth and Jay Jarrell Fund supports the Dahlgren Railroad Heritage Trail and promotes the use of alternative modes of transportation.

L.E. Smoot Memorial Library Fund supports the program needs of the Smoot Library in King George County.

PASS THROUGH FUNDSMaury-Lafayette Fund provides grants for the Library, Museum and Regional Heritage, and the Arts.

PNC Bank Community Giving Fund provides grants for general charitable purposes within our community.

David Morgan Fund supports general chari-table purposes in our area.

Charles and Mary Wynn McDaniel Fund supports general charitable purposes within our community.

SCHOLARSHIP FUNDS All scholarship winners are recommended by the CFRRR scholarship committee.

Baron “Deuce” Braswell Memorial Scholar-ship Fund provides four scholarships to male and female athletes from schools in Spotsyl-vania County and the City of Fredericksburg.

Mary E. Berger Scholarship Fund gives scholarships to area high school students who plan to study in the liberal arts field.

Brian Conner Memorial Scholarship Fund provides scholarships to students involved in long distance track/cross country.

Christine and Will Dickinson Memorial Scholarship Fund awards a scholarship to a graduating student of Chancellor High School.

Molly Gill Memorial Fund gives scholarships to students who have faced daily challenges with courage and a determination to further their education.

Jeremy Daniel Hawley Fund awards schol-arships to students at both King George High School and Fredericksburg Christian High School.

James Monroe 1992 Girls Athletic Schol-arship Fund awards one scholarship to a female athlete attending James Monroe High School.

Peter D. Johnson Memorial Fund gives a schol-arship to attend a college or university in Virginia.

Brandon Thomas Lawn Fund awards a merit scholarship to wrestling students in Stafford and Prince William Counties High Schools.

Bill Lontz Science Scholarship awards an annual scholarship to the student who best exemplifies a love of science and a desire to further their edu-cation in that field.

Betty Merrill Scholarship for Excellence in Latin awards students who have excelled in Latin stud-ies.

Paul Neri Memorial Scholarship Fund is awarded to a James Monroe High School student.

Kay Orr Memorial Scholarship Fund provides scholarships for students from Stafford High School who will pursue a degree in Business.

Lee Wingate Pappandreou Memorial Schol-arship provides an annual scholarship to an outstanding graduating drama student.

Horace Revercomb Fund continues a tradition of scholarships for graduates of King George High School who have an interest in pursuing an edu-cation in the field of music.

Chris Ross Memorial Scholarship Fund awards two scholarships annually to Spotsylvania High School students who have shown how involve-ment in sports has influenced their lives for the better.

George A. and Lucy Mae Scott Fund gives scholarships for graduates of James Monroe

High School who exhibit leadership, academic achievement, and financial need.

Sofia Silva Memorial Scholarship provides scholarships to deserving students in Spotsylvania, Stafford and

Fredericksburg.

Steven Snyder Memorial Scholarship awards scholarships to an outstanding student from both

North Stafford and Colonial Forge High Schools.

Crittenden R. Sullivan Memorial Scholarship is awarded to a graduating senior of James Monroe High School with a strong work ethic and good character.

UNRESTRICTED FUNDS

Community Enrichment Fund This board directed fund is for unrestricted purposes that will address the critical needs of our community.

How to Establish a Fund

It is easy to establish your own named chari-table fund and it can be done in less than a day. Working with a member of our staff, and your financial advisor if you choose, you will take these simple steps:

1. First, determine your charitable purpose or intent.

2. Select the type of charitable fund that best supports your purpose. Our staff will outline your options and discuss advan-tages of each.

3. Complete a simple governing docu-ment. Our staff will help you to complete a document that makes your intentions clear.

4. Select a name for your fund. You can use your name, that of a family mem-ber, the name of a favorite cause, or choose a name that allows you to remain anonymous.

5. Depending on the type of fund you es-tablish, you may designate current fund advisors such as yourself and spouse, and successor advisors such as your children. This information will be included in your governing document.

6. Receive a tax deduction at the time the fund is established and when additional contributions are made to the fund.

Once your fund is established you can:

■ Add to the fund at any time in any dollar amount.

■ Specify how grant disbursements are to be acknowledged – whether in the name of the fund or anonymously.

■ If you’ve established a donor advised fund you may recommend distributions to chari-ties, locally or throughout the United States.

A community foundation like ours can administer charitable remainder unitrusts and annuity trusts, both of which pay lifetime income to you or other named beneficiaries. Establishing a trust is simple. Cash or property is transferred to the trust. The income benefi-ciaries receive annually an amount equal to a fixed percentage of the trust’s fair market value (unitrust) or a fixed dollar amount (annuity trust). Upon termination of the trust, the assets are transferred to your named charitable fund to support your individual or personal charitable giving goals.

Creating Giving Over the Long Haul

Sometimes a family is so rooted in a place that no matter where life takes them, memo-ries pull them back. And so it goes with the Gray family, Virginians with a 100 year farm-ing history in King George County. Following the death of her husband, Helen L. Gray opened a charitable trust at The Community Foundation to mark her family’s long and happy history in King George County. The Grays’ trust is a great example of how families can honor history and memories and give charitably at the same time.

The Douglas and Helen Gray Remainder Trust

When Larry and Sherry Givens wanted to do something to help people in this community who have long-term and severe and persis-tent mental illness, they turned to The Com-munity Foundation of the Rappahannock River Region. Advocates of people who suffer from psychiatric and psychological problems, the Givens established the fund in memory and in honor of their daughter Kelly who died in an automobile accident in 2000. They have given over $14,000 to help organiza-tions like Fredericksburg Counseling Services, Kenmore, Micah Ministries, and Mental Health America. The Givens have generously trans-lated their passion to alleviate suffering into a financial vehicle that helps a wide variety of people and issues in this region.

The Givens Family Give to Relieve Suffering

The Youth in Philanthropy project (YIP) is a three year-old volunteer, student-led, extra-curricular program of The Community Foun-dation in which high school students learn the art of grant-making by writing requests for proposals, by reading grant proposals and by interviewing applicants. Jump start-ed by a grant from Doris Buffett’s Sunshine Lady Foundation and funding from The Mary Washington Hospital Foundation and private donations, YIP gives up to $20,000 for grants to youth-led or youth-involved programs in two grant-making cycles each year. In YIP, youth are challenged to hear about ways to solve community problems and learn about volunteer opportunities in our area. To date, our YIP committee has awarded 43

YIPeeeeeeeeeeee! High School Students are Learning

the Art of Philanthropy

grants over six grant cycles for a total of al-most $50,000. Over the past six grant cycles, our YIP participants have shown themselves capable of tackling and funding issues such as teen pregnancy, homelessness, domestic violence, sexual assault, obesity and other major social concerns. YIP participants learn that a limited amount of funding creates a higher expectation for each applicant. The YIP board has grown from 6 to 29 students and currently enjoys a waiting list. The innovative social structure of YIP meetings, the adult-like decision making required in grant-making, and an added mission to fund projects that improve health in this area have combined to make YIP a very attractive organization for area high school students.

“I love it–YIP is a great way to influence the services going on in our community.”

–Elizabeth Dickinson

“YIP has changed the way I look at donating and has made me realize how serious it really is.”

–David Conner

“I have learned in YIP about how so many people and groups do so much to help the needy in our community.”

–Taylor Bailey

“YIP has allowed us to reach members of our community that we previ-ously could not help by funding great projects and ideas.”

–Thomas Bowen

“I truly feel that being a member of YIP gives me the opportunity to make a valuable impact for those that need assistance in our community.”

–Raleigh Hazel

“YIP has exposed me to community service activities in the Fredericksburg area.”

–Nick Zaremba

“Being involved with YIP has made us understand that in order for our com-munity to be success-ful, charity work is vital because of its positive impact.”

–Phoebe and Larkin Willis

Rappahannock Legal Services

Caroline’s Promise Youth Advisory Council

Rappahannock Council on Domestic Violence

Tower of Deliverance Church

Rappahannock Area Kids on the Block

Bluemont Concert Series

Fredericksburg Counseling Services

Program for Teen Parent Child Care Fund

Thurman Brisben Center

Fancy’s Friends’ 4-H Dog Club

Greater Fredericksburg Habitat for Humanity

Rappahannock Council Against Sexual Assault

Hospice Support Care

Mayfield Youth Activities Committee

Post Oak Middle School

Hope House

Bethany Christian Services of Virginia

Greater Fredericksburg SPCA

Big Brothers Big Sisters

Students for Environmental Action at JMHS

Caroline County 4-H Club

Mary Washington Hospice

Youth Ambassadors of Caroline

King George Elementary School 4-H Garden Club

Lucha Ministries

MOREart!

Spotsylvania YMCA

disAbility Resource Center

American Red Cross

Best Buddies Virginia

Bragg Hill Family Life Center

Christian Youth Theater

Rappahannock EMS

YoungLives

YIP GrantsBenefit Community Organizations

YEARS OF

Celeatingphilanropy

P.O. Box 208 ■ Fredericksburg, VA 22404-0208 ■ 540.373.9292Email: cfrrr@midatlanticbb.com ■ Web: www.cfrrr.org ■ Teri McNally, Executive Director

The Community Foundation is grateful to Breg International and Mr. Rob Alling for the printing of our ten year anniversary report.