shelby county community foundation shelby county community foundation
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SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
Community Community Foundations are Foundations are the fastest the fastest growing form of growing form of philanthropyphilanthropy
Much different Much different from a private from a private foundationfoundation
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
Long-term Long-term view toward view toward investing in a investing in a communitycommunity
Gifts will Gifts will always be always be used for your used for your intended intended purposepurpose
What it is…
Tax-exempt public charityOrganized in 1995Collection of many charitable
fundsFunds range from a few thousand dollars to over
$1 millionGoverned by a volunteer local
boardAffiliate of The Community
Foundation of Louisville
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
A PHILANTHROPIC A PHILANTHROPIC PARTNERSHIP PARTNERSHIP
SHELBY SHELBY
COUNTY COUNTY COMMUNITY COMMUNITY
FOUNDATIONFOUNDATION
Local leadership Local leadership and oversightand oversight
Representation on Representation on selection committeeselection committee
Direct relationship Direct relationship with donorwith donor
““Back office” Back office” supportsupport
Investment Investment managementmanagement
Receive new Receive new giftsgifts
Distribute Distribute grant requestsgrant requests
BOARD MEMBERS OF BOARD MEMBERS OF SHELBY COUNTY SHELBY COUNTY
COMMUNITY FOUNDATIONCOMMUNITY FOUNDATION Dr. J. Howard Griffith, Dr. J. Howard Griffith,
ChairChair Ted Igleheart, Ted Igleheart,
Vice ChairVice Chair Kate Hinkle, Kate Hinkle,
SecretarySecretary George Borders, George Borders,
TreasurerTreasurer Leonard Ballard, CPALeonard Ballard, CPA Jim Bradshaw Jim Bradshaw
Mark Burks Mark Burks Pat BurnettPat Burnett Dr. Jack Easley Dr. Jack Easley Jim Edelen Jim Edelen Willie FlemingWillie Fleming Lucy LongLucy Long Jene HeddenJene Hedden Hubert PollettHubert Pollett
Receive giftsReceive gifts Professionally manage Professionally manage
assetsassets Distribute grants from Distribute grants from
individual fundsindividual funds Provide for the benefit Provide for the benefit
and improvement of the and improvement of the Shelby County Shelby County communitycommunity
PurposePurpose
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
Why It’s Important to Why It’s Important to Remember Shelby County Remember Shelby County
NonProfitsNonProfits 95% give to 95% give to
charity in lifecharity in life 50% have 50% have
WillsWills 8% remember 8% remember
charity in charity in WillsWills
Over 90% die Over 90% die without without leaving a gift leaving a gift to charity in to charity in their Willtheir Will
Moses Ruben Moses Ruben ((1885-1962)1885-1962)
Local merchantLocal merchant Since 1990 the Since 1990 the
Moses Ruben Moses Ruben Fund has Fund has awarded over awarded over $836,500 to $836,500 to Shelby County Shelby County nonprofitsnonprofits
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
Brig. Gen. Ronald R. Brig. Gen. Ronald R. Van Stockum (Ret.)Van Stockum (Ret.)
30-year career 30-year career officer in Marine officer in Marine CorpsCorps
Retired to farm in Retired to farm in Shelby CountyShelby County
Past President of Past President of SCCFSCCF
Deeded out–of-state Deeded out–of-state land to Community land to Community Foundation for Foundation for Donor Advised FundDonor Advised Fund
Later, established 2 Later, established 2 scholarship fundsscholarship funds
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
H. Augustus H. Augustus and Austine and Austine BarnettBarnett
Pooled Income Pooled Income Fund provided Fund provided payments for payments for lifelife
Remainder to Remainder to SCCF as field SCCF as field of interest of interest fund for fund for Shelby CountyShelby County
SHELBY COUNTY SHELBY COUNTY COMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
Former Lt. Gov. Former Lt. Gov. Wilson WyattWilson Wyatt
Gifted Shelby Gifted Shelby Co. FarmCo. Farm
Income for life Income for life to children, to children, remainder to 4 remainder to 4 designated designated endowment endowment fundsfunds
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
Judge Harold Judge Harold and Susie and Susie Saunders Saunders FundFund
Designated Designated for 2 Shelby for 2 Shelby County County churches and churches and the Shelby the Shelby County County LibraryLibrary
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
ENDOWMENTSENDOWMENTSDesignatedDesignatedField of InterestField of InterestDonor Advised Donor Advised ScholarshipScholarshipUnrestrictedUnrestricted
SHELBY COUNTY SHELBY COUNTY COMMUNITY COMMUNITY FOUNDATIONFOUNDATION
DEPOSITORY FUNDSDEPOSITORY FUNDS Short term, pass throughShort term, pass through Use for current givingUse for current giving No fee, no minimumNo fee, no minimum Great for using appreciated stockGreat for using appreciated stock Can be used to establish Can be used to establish
endowment fund in life or at endowment fund in life or at deathdeath
Henning and Mary Hilliard used Henning and Mary Hilliard used remainder of Depository Fund to remainder of Depository Fund to establish Unrestricted establish Unrestricted Endowment Fund at end of their Endowment Fund at end of their lifetimeslifetimes
Every fund has its own identity, Every fund has its own identity, donor(s) and philanthropic purpose(s). donor(s) and philanthropic purpose(s).
You can tailor a fund to meet your You can tailor a fund to meet your needs.needs.
Create a fund by gifts of: cash, real Create a fund by gifts of: cash, real estate, appreciated securities, FLP estate, appreciated securities, FLP shares; arranging for life income; or shares; arranging for life income; or through your Will.through your Will.
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
Funds have supported:Funds have supported: American Red CrossAmerican Red Cross Big Brothers and Big Big Brothers and Big
SistersSisters Habitat for HumanityHabitat for Humanity Seven Counties Seven Counties Historical SocietyHistorical Society
Parks and Parks and RecreationRecreation
Dorman CenterDorman Center Shelby County Shelby County
School SystemSchool System and the list and the list
goes on...goes on...
How does the How does the SCCF benefit the SCCF benefit the
community?community?
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY COMMUNITY FOUNDATIONFOUNDATION
Helps You:Helps You: Accomplish your charitable Accomplish your charitable
givinggiving BBuild community wealth for a uild community wealth for a
common goodcommon good Give to future generationsGive to future generations Obtain maximum tax benefitsObtain maximum tax benefits
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
How can I get involved?How can I get involved? Talk with your family and friendsTalk with your family and friends Any individual, business or organization Any individual, business or organization
may create a grant-making fund with a may create a grant-making fund with a minimum of $10,000 for most endowmentsminimum of $10,000 for most endowments
Contribute any amount of cash, securities Contribute any amount of cash, securities or real estate and add to it over the yearsor real estate and add to it over the years
It is as easy as making a phone callIt is as easy as making a phone call
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
SHELBY COUNTYSHELBY COUNTYCOMMUNITY FOUNDATIONCOMMUNITY FOUNDATION
SHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATIONSHELBY COUNTY COMMUNITY FOUNDATION
Rev. J. Howard Griffith, ChairRev. J. Howard Griffith, Chair1000 Eminence Pike1000 Eminence Pike
Shelbyville, Kentucky 40065Shelbyville, Kentucky 40065(502) 633-3345(502) 633-3345