a publication of the central new york community foundation

Smart GivingSpring 2014

in this issue

Measuring Program Success page 3

Estate Plan Giving:A Donor Success Storypage 5

Philanthropy Center Certified as “Green”page 11

The newly created Oswego County Community Foundation (OCCF) has secured $200,000 in matching dollars to jump-start its endowment fundraising effort. This new community endowment effort, comprised of caring Oswego County community members and business leaders, is inviting residents to join them in keeping their philanthropy local. Thanks to the establishment of OCCF, the region’s charitable organizations will soon have another source of philanthropic support over the long-term.

OCCF’s eight-member Leadership Council is gaining momentum toward the goal of developing a permanent fund for the betterment of the county. This geographically specific endowment will be built upon the collection of gifts from many donors for the benefit of Oswego County. The Leadership Council is calling on those who love the area to support this effort.

“This effort is about paying it forward,” said Nancy Bellow, chair of the OCCF Leadership Council. “With the help of our supporters, we can ensure the county’s future generations have the same opportunities we have had. It’s the right thing to do; it’s an investment in the future, not a cost.”

To assist OCCF’s fundraising efforts, the Leadership Council recently received matching challenge grants from the Central New York Community Foundation and the Shineman Foundation. Every dollar contributed to the fund will be matched up to $200,000. OCCF’s endowment funds are administered by the Central New York Community Foundation, and only charitable organizations in Oswego County will benefit from its grants.

Once its initial fundraising goal is met, OCCF will initiate annual grantmaking, which will make a significant difference for Oswego County charitable organizations. Grants will support nonprofit programming that benefits residents in the fields of arts and culture, environment and animal welfare, education, human services, health, and civic affairs.

To learn more about the Oswego County Community Foundation or to make a contribution, visit oswegocountycf.org.

Philanthropy Goes Local in Oswego County

Art + Fun = Nutrition!page 9

OSWEGO COUNTY

Point of View: Nonprofit Revitalization Act of 2013

I have been to a fair number of meetings recently where the topic of conversation was implementation of New York’s Nonprofit Revitalization Act of 2013. The Act was generated from the work of an Attorney General’s commission of the same

name on which I served in 2012. The first major reform to New York State nonprofit law in more than forty years, the Act simplifies the law governing the creation and termination of nonprofits while creating a significantly more robust set of expectations for nonprofits in the areas of conflicts of interest, audits, and board oversight.

It’s worth putting the Act in some context. If you look at the arc of nonprofit law over a couple of decades, several influencing trends are apparent. In 1996 the concept of “intermediate sanctions” was introduced in federal legislation which allowed the IRS to use a broader set of penalties for improper or “excess benefit” transactions between a nonprofit and key people such as staff leadership and board members. Next was the adoption of the Sarbanes Oxley Act of 2002, which created new federal rules for large publicly traded businesses around audit supervision and corporate governance. This act created inspiration for good governance practices among nonprofits, even

though the law didn’t apply to nonprofits. Accounting firms started using Sarbanes Oxley concepts in the management letters that they generated from nonprofit audits. In 2004, the California Nonprofit Integrity Act took these principals and applied them broadly to the nonprofit sector there.

For nonprofits, compliance with the Act means taking a sharper look at the relationships between the CEO and the board, between board members and the organization and the structure for board governance around audits, compensation and other compliance issues. In our case, for more than a decade we have had the benefit of a nationally peer-reviewed standards process for community foundations through our national association, the Council on Foundations, which incorporates most of the Act’s provisions. Local law and accounting firms and statewide groups such as the New York Council of Nonprofits (NYCON) have devoted resources to helping nonprofits comply. We were among the first community foundations in the country to be certified to be in compliance with these standards. We’re mindful that additional resources may be needed to help local nonprofits create the kind of governance that the Act envisions and to which we all aspire.

Peter A. DunnPresident & CEO

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cnycf.org and choose Newsfor our currenthappenings

go tocnycf’s investment pool performance summary

as of 3/31/2014

1 yr 3 yr 5 yr 10 yr 15 yrTotal Fund 11.4% 8.0% 14.3% 6.2% 6.4%Benchmark 11.7% 7.9% 14.4% 6.5% 5.7%

go to

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Point of View: Nonprofit Revitalization Act of 2013

cnycf.org/measure

to learn about Performance

Management.

Learning Community Measures SuccessNonprofit organizations are often faced with the challenge of measuring how their activities are making a difference in the lives of the people they serve. Because data can have a profound effect on an organization’s ability to share the story of its individual and collective impact on the community, the Community Foundation has invested more than $400,000 over the past three years in Performance Management grants. This investment has helped nonprofits collect and manage outcome data that can assist them in proving their effectiveness, or alert them to the need for a change in their programs.

Grant recipients are invited to participate in a Performance Management Learning Community, a complimentary service that the Community Foundation offers, with technical assistance from Le Moyne College, to help them through the often complex process of implementing data measurement. Two representatives from each recipient organization meet monthly in a computer lab to participate in robust discussions and skill exercises facilitated by Frank Ridzi, Director of Research and Community Initiatives at the Community Foundation. Topics discussed include how to prepare, collect, analyze and report on their data.

Each organization delivers a presentation to the group about the progress of their project, and takes home monthly lab assignments to hone their performance management skills even further.

“Listening to and interacting with other organizations creating or improving data measurement systems validated our progress and gave me new ideas and processes,” said Kevin Slimmer, Director of Continuous Quality Improvement at Elmcrest Children’s Center.

By the end of this year’s program, participants found that their technical skills increased. As a result, their organizations’ abilities to measure performance improved as well. The organizations learned to plan better, enhance or improve programs, and provide data-supported evidence of successes for future funding opportunities.

“We knew we were helping people, but we didn’t know that it meant so much to them,” said Galena Jenkins Ojiem, Administrative Assistant at the Farmers Market Federation of New York. “The data will be quite helpful when applying for grants and additional funding.”

The Community Foundation also benefited from being able to observe and mentor as each project was implemented.

“In a traditional grant, we often do not get the opportunity to see the project unfold, develop and evolve as it is carried out,” said Ridzi. “This learning community gives us the opportunity to see that process, be part of it and serve as a guide and resource along the way.”

join the next performance management learning community

Interested in measuring your organization’s effectiveness? The Community Foundation is accepting applications for its next round of Performance Management grants and learning community. The deadline to submit proposals is July 11. Learn more at cnycf.org/measure.

Performance Management grant recipients take part in an interactive Learning Community session at Le Moyne College.

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cnycf.organd choose Legacy Planning to learn more about planned giving options.

go to

Giving Matters

Robert D. Scolaro, Esq.Attorney

Wladis Law Firm

Review Your Estate Plan, Charitable ToolsWe asked Rob Scolaro, attorney with The Wladis Law Firm and one of our board members, to provide some perspective on reviewing your estate plans.

So, you don’t have a will?

These days almost everybody has some sort of financial plan and in most cases an advisor that they work with routinely. Many people have at least an annual meeting with their financial advisor, but this is unlikely to be the case with your estate planning attorney. Many of you might joke that you don’t have a will so you don’t have to worry about your “estate plan.” Well, the truth is that everyone has a will; however, many people just use the will that has been given to them by the

State. Yes, that’s right! Without a will, the State decides how to distribute your assets and it may not be even close to how you would want it. So, for anyone without a will, the goal for 2014 should be to get one.

I have a will, but why would it need to change?

For people who have a will, you should think about what your will says at least once a year. Some items that might indicate a change is needed are marriage, divorce, new children or grandchildren in the family, children that have reached age 18, the recent purchase of life insurance, changes to your executor or trustee, or any other significant financial or life change. Also, if the estate planning law changes, you may need to review your plan. Most people do not pay attention to estate planning law, so a good rule of thumb is to touch base with your estate planning attorney every three to five years. Your attorney can

then tell you if there are changes in the law that effect your plan.

I have beneficiary designations for most of my money. That’s ok, right?

Another area that you should review annually is the beneficiary designations for your retirement plans and life insurance policies. It is very common for people to review these designations and find that a divorced or deceased spouse is listed, or that a former church or other charity that no longer exists is listed. Sometimes these are easily corrected by completing a change of beneficiary form. Sometimes a revision to the estate plan is required. Either way, the effort required to correct these now is much less than the pain your intended beneficiaries will go through otherwise.

My estate plan was reviewed and in order, what else is there to talk about?

If you have an estate plan in place and everything is up to date, there are still reasons to review your situation. For example, as an estate planning attorney, I help clients incorporate charitable tools into their plans that may reduce estate taxes, provide an income tax deduction, or add a retirement income stream in addition to providing for the charities of their choice. The Development Team at the Community Foundation can also review your charitable giving plan and determine whether some of these tools may be useful to your situation.

Many thanks to Rob for sharing his time and thoughts with us!

Planning Ahead:

cnycf.org and choose

Donor Stories to read more stories of

giving.

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go to

After retiring from a career in mental health services, Catherine Winger saw an opportunity to use her new-found free time to travel and to give back to her community. Her career had afforded her the opportunity to live a life of service, but she longed for a deeper connection to her community by engaging purposefully in the nonprofits that interested her.

Catherine had always contributed to local charities but she wanted her engagement to go beyond simply writing a check. She donated mostly to human service charities, with those serving the poor, homeless, refugees, ill and elderly always topping her list. In her search to find meaningful volunteer opportunities to supplement her monetary support, however, she decided to focus on the arts – an area of interest she hadn’t been able to explore fully during her busy working years.

She began volunteering for the Everson Museum and several other organizations focused on the arts. She enjoyed her time so much that it seemed natural to her to find a way to continue giving to these organizations beyond her lifetime. That opportunity came during a meeting with her estate planning attorney, Marion Hancock Fish. Marion suggested that she consider using the Community Foundation to develop a charitable plan that could be implemented when she passed away. Catherine took Marion’s advice.

“The Community Foundation staff listened to me, learned about my interests and goals, and helped me document the charitable focus for the portion of my estate that is set aside for charity,” said Catherine Winger. “Though I hope it is many years before the plan is implemented, it feels good to have my estate plan complete.”

Part of Catherine’s will document references the Community Foundation and the plan that she created here. She has the flexibility to adjust that charitable plan over time, which can be done easily without disrupting her formal estate documents. This is a bonus for Catherine, but what most excites her is the opportunity to create a custom plan that will allow her to be remembered in perpetuity in the way that she wants to be.

“I feel so fortunate to be able to create a charitable fund that will provide for the community that I have called home for my entire life,” said Catherine. “I am proud that my hard work will reap benefits for the many amazing local arts organizations, hard-working animal charities, and deserving students seeking scholarships in Central New York.”

Each individual legacy fund tells the unique story of a generous person or family. We capture that story as a way of honoring their memory in perpetuity. These are stories of people, like Catherine, who value this community enough to help it face a future they will not be here to see. We are pleased that Catherine and many others have chosen to entrust the Community Foundation with the stewardship of their charitable legacies. We will, as we have done for 87 years, continue doing our best to honor this promise.

CatherinePlanning Ahead: Winger

Catherine Winger at home with her dog, Jolie.

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Ar ts, Culture & HumanitiesEVERSON MUSEUM OF ART - $44,148

Upgrade the HVAC system to better meet air quality requirements for maintaining collections and securing traveling exhibitions SYRACUSE CITY BALLET - $20,000

Purchase of sets and costumes for current and future productions, including the most recent production of CinderellaSYRACUSE STAGE - $25,000 Purchase a digital sound console to enhance audience experience by improving the quality and consistency of sound during its productions

Economic DevelopmentLE MOYNE COLLEGE, IN PARTNERSHIP WITH THE NEW YORK FAMILY BUSINESS CENTER - $20,000

Develop programming and materials that support the local family business community Environment & AnimalsCAZENOVIA PRESERVATION FOUNDATION - $43,500 Complete structural and aesthetic enhancements to an integrated pond and wetland ecosystem in the Village of CazenoviaCNY REGIONAL PLANNING & DEVELOPMENT BOARD - $15,000 Develop curriculum and purchase materials to introduce middle-school students to a hands-on learning experience that promotes energy-saving techniques for school and homeSYRACUSE PARKS CONSERVANCY - $18,200

Operate a grant program that will fund beautification improvements in Syracuse neighborhoods and parks

HealthAMERICAN HEART ASSOCIATION/SYRACUSE REGION - $25,000 Implement an awareness-building program targeting two populations: one which empowers Latina women to take action against heart disease and one which educates African-American women about the importance of blood pressure self-monitoringCATHEDRAL OF THE IMMACULATE CONCEPTION - $20,000

Purchase dental equipment and a portable x-ray machine that will allow its Amaus Health Services program to provide primary dental care to uninsured and underinsured patientsCHRISTIAN HEALTH SERVICE OF SYRACUSE - $22,500 Increase access to quality, affordable primary care for Medicaid patients by adding one mid-level health care provider to its Eastwood clinicUPSTATE GOLISANO CHILDREN’S HOSPITAL - $33,000

Purchase equipment that assists children and teens suffering from hearing impairment and vision loss as a result of cancer treatmentsVNA HOMECARE - $40,000 Expand its Care Transitions Program, which reduces hospital readmissions by helping patients make a successful transition home

Human ServicesACR HEALTH - $13,473 Provide youth leadership training through the Q Center to create a more supportive community for LGBTQ youthCOMMUNITY RESOURCES FOR INDEPENDENT SENIORS - $7,000 Implement a time-banking system that allows community members to log volunteer time to exchange for other volunteer-driven services in the future

Community ImpactIn December and March, our board of directors approved grants to 24 nonprofit organizations totaling $495,091.

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go to cnycf.org/grants to learn more about our grants

ENABLE/TLS - $20,000

Purchase a new server and other technology to expand the agency’s ability to operate efficiently following its recent mergerFAITH AND HOPE COMMUNITY CENTER - $5,000

Purchase new equipment for its fitness and boxing programsGOOD LIFE FOUNDATION - $15,000 Establish a program to develop life plans with high-risk youth through coaching, financial literacy training, and development of entrepreneurial opportunitiesMEALS ON WHEELS/FM-JD - $3,534

Install an automatic door to facilitate deliveriesMULTICULTURAL ASSOCIATION OF MEDICAL INTERPRETERS (MAMI) - $14,260

Provide a training course for court interpreters preparing for the NYS Court Interpreting ExamOPHELIA’S PLACE - $11,200 Install a new HVAC system at its Liverpool location, where it provides outreach, support and advocacy for those impacted by eating disorders

SALVATION ARMY OF SYRACUSE - $29,000 Train staff in trauma-informed care, which will help shelter workers to address the abuse, neglect, illness or domestic violence homeless clients have facedST. CAMILLUS HEALTH AND REHABILITATION CENTER - $23,276

Relocate and enhance the resident gathering space used by physical rehabilitation patients for activities, parties and family visits

Public & Societal BenefitCHESTNUT HILL ELEMENTARY SCHOOL - $7,000

Purchase new playground equipment in LiverpoolFIRST TEE OF SYRACUSE - $20,000

Purchase a passenger van that will transport children from community centers and schools to golf courses for character development programming

Shirley M. Aubrey Fund

Charlotte and Donald Ball Fund

The Benji Fund

Besse Family Fund

Charles F. Brannock Fund

Shirley M. Brennan Fund

William L. Broad Fund

Elizabeth Salisbury Brooks Fund

Kenneth P. & Charlotte C. Buckley Fund

Thomas & Mary Cabasino Fund

Philip R. & Elizabeth E. Chase Fund

Clarke Family Fund

Solly & Belle Cohen Fund

Community Fund

Mary Frances Costello Fund

J. Henry & Martha E. Deboer Fund

Alfred & Grace Dibella Fund

M. Harold & Frances M. Dwyer Fund

Margaret J. Early Fund

Education Endowment Fund

Environmental Fund

Carlton R. Estey Fund

John M. & Mary L. Gallinger Fund

Alice M. Gaylord Trusts

Minnie O. Goodman Estate Fund

Frances E. & John S. Hancock Fund

Carroll A. Hennessy Fund

Frances Singer Hennessy Fund

Anthony A. & Susan E. Henninger Memorial Fund

Hills Family Fund

Flora Mather Hosmer Fund

I.A. Hotze Fund

Iaconis, Iaconis & Baum Fund

Martha & Eugene F. Keppler Fund

Marjorie D. Kienzle Fund

George & Luella Krahl Fund

Alicia A. & George W. Lee Fund

L.C. Maier Community Fund

Gay D. Marsellus Fund

John F. Marsellus Fund

Helen Hancock McClintock Fund

James & Aileen Miller Fund

Donald C. & Marion F. Newton Fund

Peggy Ogden Community Fund

Dorothy M. Olds Fund

P-D Family Fund

Theodore & Marjorie B. Pierson Fund

Robert & Anne Pietrafesa Fund

J. Daniel & Diane Pluff Fund

Robert A. & Winifred S. Pond Family Fund

Brian Cole Retan Memorial Fund

James A. & McDowell Smith Reynolds Fund

Lawrence E. Root Fund

Robert M. & Dorothy M. Salisbury Fund

Durston Sanford & Doris Sanford Fund

These grants were made possible through the support of the following funds:

Ralph Myron Sayer and Sophrona Davis Sayer Endowment Fund

Helene C. Schroeder Fund

Frederick B. & Laura B. Scott Fund

Spanfelner Fund

Winifred & DeVillo Sloan Jr. Family Fund

Lee & Alice Smith Fund

Frances M. Thompson Fund

Olga Dietz Turner Fund

The Witherill Fund

Forrest H. Witmeyer Fund

Arthur W. & Mabel P. Wrieden Memorial Fund

To learn more about these funds and many others that make our grantmaking possible, visit the Funds & Donors page at www.cnycf.org.

cnycf.org/grants to learn more about grant opportunities.

go to

Preparing for Your Pre-Grant Meeting

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go to

by Olive SephumaDirector, Community

Grantmaking

Here at the Community Foundation, we know that carrying out our mission is dependent on the work we do with our nonprofit partners. Accordingly, the grants staff is always available to talk about recent developments in your organization and ideas for upcoming projects. As expressed in the guidelines, it’s always best to meet with the grants staff before completing the grant application. These meetings are an opportunity for staff to help you consider things like project timeline and scope, request amount, anticipated outcomes, and even specific budget line items that may be incorporated into the request – all with the goal of assisting you to put together the best possible grant application. These pre-grant meetings can help us identify the best ways to work together to bring new community projects to life.

As organizations consider potential Community Grant proposals or other work with the Community Foundation, reviewing the following questions may help:

When is a good time to meet with the grants staff at the Community Foundation?

Anytime! Sometimes, a meeting with the grants staff is motivated by a specific project idea. In these cases, the meeting can be used to help flesh out the project, and to determine the particular areas in which Community Foundation support can help make the project a reality. Other times, a meeting with the grants staff can serve as a brainstorming session in which we can learn about recent developments within your organization and its work. Whether you have a particular project in

mind or would like to explore options for the future, we love to stay connected to your work in the community.

How should I prepare?

Visiting cnycf.org/grants is a great place to start to learn about the various grant programs and initiatives offered by the Community Foundation. There, you can check upcoming grant deadlines, view summaries of the Community Foundation’s grant programs, and determine which grant opportunity might be the best fit for your project. If you are considering a Community Grant application, you can start by reviewing our grant guidelines and application, or taking a look at past grants highlighted in our annual reports. These documents can help you to think through your proposal.

What should I bring?

Pre-grant meetings are typically an informal conversation between one or two of our staff members and one or two representatives from your organization. No specific documentation is required, but sending along a project description prior to the meeting (including anticipated outcomes and projected costs) can often be helpful in shaping the conversation. If your organization is new to the Community Foundation, including some information about your mission, vision, and history would also help us get to know you.

Ready to talk grants? Please feel free to call and set up a meeting at any time. We love the opportunity to meet with our nonprofit partners to discuss the wonderful work happening in our community and how we can be a part of it.

Granting Matters

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go to

cnycf.org and choose

Nonprofit Stories to read about our

grants’ impact.

What is the connection between food, color, and nutritional value? If you’re unsure, the third-graders at Seymour Dual Language Academy can explain it to you. The students spent time last fall learning about foods and their nutritional values by creating superheroes with powers based on phytonutrients, the chemical compounds that occur naturally in plants.

601 Tully Art and Research Center saw an opportunity to partner with the school and nearby Nojaim Brothers Supermarket to offer this engaging way to help children make healthy food choices. Three classes of third-grade students at Seymour collaborated on the Nature Matching System, an instructional curriculum designed to educate children about eating their fruits and vegetables. The students created fruit smoothies and painted a three-panel mural currently on display in their school cafeteria.

“Every day we’d come in and they would say ‘Blue is brain food! Green is for immune system,’” said Marion Wilson, Syracuse University Associate Professor. “The fact that we’d give them a strawberry and they would say that it was good for your blood shows they completely got it.”

Seymour Dual Language Academy is located within the Near Westside neighborhood where limited access to farmers markets, wholesale markets and affordable fresh foods can yield poor purchase options and unhealthy diets for children and families. At Seymour, 91 percent of students are eligible for free lunch and nearly half of their families rely on assistance to purchase food.

“We wanted to offer a multi-dimensional way for the students to learn and retain knowledge about nutrition and healthy lifestyles,” said Melissa Gardener, Coordinator of Public Programs at 601 Tully.

A grant from the Community Foundation allowed 601 Tully to partner with artist Tattfoo Tan to teach and develop this adaptable curriculum. Participation with 10 architecture students from Syracuse University’s New Directions in Social Sculpture: Art, Food and Community class further enhanced the project. The SU students collaborated with Tattfoo Tan to learn the Nature Matching System and then design a curriculum for the specific needs of residents in the Near Westside.

After witnessing the success of this program’s introduction, there is a possibility that the curriculum could be introduced at other schools.

“It’s a great way for [schools] to utilize a community resource and be a part of something that will remain with the kids for a long time,” said Gardener.

Students Learn Nutrition Through

Syracuse University Architecture student, Becky Cohen, poses with third-grade students at Seymour School’s Nature Matching System mural unveiling.

A Seymour Elementary student paints a portion of the Nature Matching System mural.

Art

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go to

cnycf.org/Events to view our full calendar, register online and view applications.

upcoming grant deadlines

Community GrantsJuly 11, 2014September 26, 2014

Pulaski Fund GrantsJune 30, 2014

Cayuga Fund GrantsSeptember 30, 2014

N.E.W.S.: Leading Your Organization Through Change and Crisis June 10, 2014, 9:00 a.m. – 12:00 p.m.Facilitated by Bruce Dayton, Maxwell School of Citizenship and Public Affairs, Syracuse UniversityUsing several short exercises, explore the dynamics that arise in high-pressure crisis situations and the means to overcome them.

Community Foundation Open House: A Special Event for Professional Advisors June 11, 2014, 4:00 p.m. – 6:00 p.m.Professional Advisors are invited to receive a status report on the Community Foundation’s endowment from investment consultant Mike Miller of Colonial Consulting.

N.E.W.S.: Introduction to Grant WritingAugust 20, 2014, 9:00 a.m. – 12:00 p.m.Facilitated by Sara Wason, Executive Director, Foundation Relations, Syracuse UniversityIncrease your chances of success in grant writing.

N.E.W.S.: Tapping into Corporate PhilanthropySeptember 17 2014, 9:00 a.m. – 12:00 p.m.Facilitated by Steve Kulick, Director of Government and Foundation Relations and Academic Resources, Le Moyne CollegeLearn about the various types of corporate philanthropic support.

N.E.W.S.: Aligning Board Governance & Fund DevelopmentOctober 15, 2014, 9:00 a.m. – 12:00 p.m.Facilitated by Peter Dunn, President & CEO, Central New York Community FoundationLearn best practices for board governance and engagement.

Continuing Education Seminar: A Special Event for Professional AdvisorsOctober 28, 2014, 8:00 a.m. – 10:00 a.m.Pamela Jones Davidson will join us to lead our annual professional advisor continuing education seminar.

N.E.W.S.: How to Introduce Gift Planning into Conversations with Real People October 28, 2014, 1:00 p.m. – 3:00 p.m.Facilitated by Pamela Davidson, Thompson & AssociatesLearn how to talk the universal language of assets and personal planning goals.

N.E.W.S.: Planning Successful Capital CampaignsNovember 12, 2014 9:00 a.m. – 12:00 p.m.Facilitated by Janet Agostini, President of Friends of the Zoo Determine need and feasibility for capital campaigns.

N.E.W.S.: Advanced Grant WritingDecember 18, 2014, 9:00 a.m. – 12:00 p.m.Facilitated by Sara Wason, Executive Director, Foundation Relations, Syracuse UniversityFine-tune your grant writing skills.

Upcoming Events

June

201411

October

201428

June

201410

October

201428

August

201420

September

201417

October

201415

November

201412

December

201418

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go to

cnyphilanthropycenter.org

to learn about the Philanthropy

Center.

J. Daniel Pluff Senior Vice President, The Pluff, Hooley, Black Group of Morgan StanleyAs senior vice president at Morgan Stanley, Dan focuses on investment planning, asset allocation, growth and income strategies. He created Financial Fitness on WCNY-TV and previously served as host and producer of the popular show for more than 20 years. Dan is a graduate of the S. I. Newhouse School of Public Communications at Syracuse University. Upon the completion of executive education courses at the Wharton School at the University of Pennsylvania and the Graduate School of Business at the University of Chicago, he received the designation of Investment Management Consultant. Dan previously served on the Board of Directors for Hospice of Central New York and was Chairman, Board of Directors for the OnCenter Complex in Syracuse.

David A. Holstein Member, Bousquet Holstein, PLLCDavid is a member of the law firm Bousquet Holstein PLLC, and serves on its Board of Managers. His practice areas include trusts and estates, mergers and acquisitions, nonprofit organizations, private foundations and charitable organizations. He has volunteered for many local charitable organizations including the Jewish Community Foundation of Central New York, the Everson Museum of Art, the SUNY ESF College Foundation and the Milton J. Rubenstein Museum of Science and Technology (MoST).

Timothy PenixVice President, Syracuse Educational Opportunity Center Tim serves as vice president of the SUNY Educational Opportunity Center, which is operated by Morrisville State College. He has served at Morrisville State College for more than 16 years, administering scholarships and programs to promote access and diversity to education. He created the Sheila Johnson Institute and the Academic Enrichment Center and also directed both the Collegiate Science Technology Entry Program (CSTEP) and the Arthur O. Eve Educational Opportunity Program (EOP). He has served on various nonprofit boards including the Association of EOC Directors across New York State, the New York State Fair Advisory Council, YMCA of Central New York, and CenterState CEO.

Welcome, New Board Members!

Philanthropy Center Gains LEED CertificationThe Central New York Philanthropy Center was recently awarded LEED® Certification. The LEED® rating system, developed by the U.S. Green Building Council, is the foremost program for the design, construction and operation of “green” buildings that operate for improved environmental and human health performance.

The Philanthropy Center achieved LEED® Certification for implementing sustainable practices during renovations that included the recycling of 91% of the waste generated on site. In addition, the Philanthropy Center was designed to limit water and energy use, as well as maximize indoor air quality, with the help of daylight harvesting, a reflective roof, energy-efficient windows and doors, pervious pavement and a rain garden.

We are excited to be recognized in this effort to make our headquarters a happy and healthy work and meeting space!

Pluff

Penix

Holstein

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Local Literacy Efforts ThriveThe Community Foundation is dedicated to helping improve literacy rates in Central New York by serving as managing partner and funder for the region’s literacy coalitions. Congratulations to the Literacy Coalition of Onondaga County and the Literacy Coalition of Madison County for their exciting achievements!

Syracuse’s campaign to improve reading proficiency among its youngest students was recognized as a 2013 Community Pacesetter by the Campaign for Grade-Level Reading, an honor that reflects the energy, mobilization and creativity that the local community has brought to this important work. Led by the Literacy Coalition of Onondaga County, Syracuse’s plan focuses community wide attention on an important predictor of school success and high school graduation –– grade-level reading by the end of third grade. This milestone marks the point when children shift from learning to read and begin reading to learn.

With the help of its donors, the Literacy Coalition of Madison County (LCMC) was able to expand its Imagination Library program to residents of the entire county. Imagination Library is a national program that provides one free, age-appropriate book per month from birth to age five to children in participating communities. LCMC finds this program to be critical in rural Madison County because transportation, geography and technology limitations can be barriers to literacy. Once families are enrolled in Imagination Library, a monthly book is mailed directly to their home.

Congratulations to everyone whose efforts are making a real difference in our region’s literacy rates!

board of directorsJ. Andrew BreuerWilliam C. BrodCraig Buckhout, CFAEvelyn CarterLinda Dickerson Hartsock, ChairRichard D. Hole, Esq.Steven JacobsEllen Percy Kraly, Ph.D.Joseph B. LeeMelanie W. LittlejohnDavid J. Moynihan, CPABrian Pollard, D.D.S.Rita L. Reicher, Ph.D.M. Jack Rudnick, Esq.Judith M. Sayles, Esq.Robert Scolaro, Esq.Corinne R. Smith, Ph.D.Michael J. WampGwen Webber-McLeodMaryann M. Winters, MS, CPA

legal counselGay M. Pomeroy, Esq. Mackenzie Hughes LLP

staffPeter A. Dunn, President & CEO

finance and operationsLiz Cavallaro, Chief Financial OfficerDottie DeSimone, Senior AccountantKathleen Deaver, Fund Operations ManagerRobyn Smith, Events & Operations ManagerMyia Knapp, Finance AssistantAmanda Wright, Administrative Assistant

development and marketingJennifer L. Owens, Vice PresidentMonica Merante, Donor Relations OfficerKatrina Crocker, Communications OfficerThomas Griffith, Gift Planning OfficerJan L. Hocker, Development AssociateJuliet Maloff, Communications Associate

grants and community initiatives

John G. Eberle, Vice PresidentFrank Ridzi, Director, Research & Community InitiativesOlive Sephuma, Director, Community GrantmakingDanielle M. Hurley, Program OfficerDavid A. Kilpatrick, Grants Manager