Community Foundation Great Causes, Great Effects

connecting people who care with causes that matter for over ten years

Great Causes, Great Effects.

Cthe2008-2009 Board of Governors The Community Foundation of the Rappahannock River Region:

Catherine M. Wack, President

Harry D. Dickinson, PhD, CPA, President-Elect (Founder)

Heather Bowers Foley, CPA, Treasurer

W. Richmond McDaniel, Secretary

Keith L. Wampler, CPA, CVA, Past President (Founder)

Mona D. Albertine

Stephen V. Batsche

E. Thomas Blalock, II

Jeffrey H. Boutwell, PhD

Anita W. Churchill

John H. Coker, Jr., DMD

Daniel I. Hansen

Reverend Larry E. Lenow

Bernard W. Mahon, Jr.

Richelle D. Moore, Esq.

Mary Jane O’Neill

M. Saundra Pearson

Reverend Donald J. Rooney

Paul A. Simpson, Esq.

Neil S. Sullivan

Susan S. Williams, Esq.

Alma F. Withers

Dale L. Wright, PhD

Teri McNally, Executive Director

Dear CFRRRiends:

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

Winston Churchill’s words describe the dynamic behind the Community Foundation of the Rappahannock River Region. Our mission is to increase the impact of our grantmak-ing by funding programs and projects that meet the changing needs of our community. Our vision is to build a stronger community for all residents.

Since 1997, we have helped create positive sustainable change by raising money for the community’s needs, making grants to local nonprofits, and managing organization endowments. Through multiple individuals and families, we have grown our endowment to $5 million in philanthropic resources and granted over $2 million back to the com-munity.

We are writing to you today to ask you to join us in supporting our vision.

We thank those of you who have supported us in the past and hope that you will continue. By living Winston Churchill’s words you make it possible for the Community Foundation to grow and serve our community. For first time donors, as you consider your contribution, we hope this brochure will provide you with important information about our vision for the Rappahannock river region. It is easy to get involved with The Community Foundation. We ask you today to become a 2008 “Community Foundation Supporter” with a gift of $100 or more. Your tax deductible gifts assist us in enhancing our grantmaking programs such as area scholarships and the Youth in Philanthropy program.

We look forward to hearing from you and deeply appreciate your support. On behalf of the Board and staff of The Community Foundation, we welcome the opportunity to work with you in building the future of our shared community.

Cathy Wack Teri McNally,President Executive Director

P.S. Don’t forget to join us for our annual holiday celebration on December 4th from 6:00 to 8:00 pm at Mill Race North.

on the front cover: Krystle Dembosk - Youth MOREart! Team member - YIP Grant recipient

on opposite page: Hospice Support Care Camp Rainbow - YIP Grant recipient

www.cfrrr.org

CFormer Board MembersStephanie ArmstrongG. William BealeJoanne BeckGerald A. BellottiThomas L. BrickenRaul Chavez-NegreteAna Garcia ChichesterGeorge W. Coghill, Jr.Gilbert ColemanRichard E. ConwayRev. James C. DannalsRev. Lawrence A. DaviesRosier D. Dedwylder, IINorris E. DickardJanet C. ErkertMarilyn R. FarringtonRev. Allen H. Fisher, Jr. (Founder)R. Leigh Frackelton, Jr., (Founder)Robert P. FuscaldoChristopher M. Hallberg (Founder)Homer L. HiteWilliam J. Howell (Founder)William R. JohnsonBeverley G. KingWilliam J. KinnamonCharles T. LewisRavi N. MathurWayne McHargueJohn D. MitchellAlice L. MooreJ. David MullinsJohn C. NealBeverley C. NewlinSean R. O’ConnellBetty J. PooleRichard L. PotterXavier R. RichardsonAnne R. Rowe (Founder)George P. SneadDouglas G. Stewart (Founder)David W. StorkeBarbara C. TerryKatherine Q. WafleJon D. WallaceBarbara P. WillisGeorgia M. Willis FauberLinda Worrell (Founder)William B. Young (Founder)William B. Young

Community Foundation FUNDamentals How to Donate and Why

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 FundsField 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 FundsThe creation of a scholarship fund is attractive 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 estab-lished to honor a loved one. Some donors choose to stay involved through advisory relationships, while others rely solely on The Community Foundation scholarship committee 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 FundsUnrestricted funds are not specifically designated for use by a particular agency, cause or area of interest. The Community Foundation oversees the use of these funds, setting priorities for their use and determining how grants will be distributed to support the charitable needs of our community. Unrestricted funds give us the ability to respond to pressing and often changing needs in the com-munity.

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 approach to giving and their charitable intent. Donors can consolidate their annual philanthropic 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 members and children, and most importantly, be part of a larger organiza-tion formed to improve the quality of life in this region.

Donor Advised FundsDonor advised funds are established by donors who wish to actively participate in the grant-mak-ing process. Individuals who establish a donor advised fund recommend charitable projects or organizations they want to support. It is easy to give to multiple nonprofits through a donor advised fund.

Designated FundsDonors who wish to support a specific agency or cause can establish a desig nated fund. If the original charity ceases to exist, becomes obsolete or is unable to perform their charitable purposes, The Community Foundation is able to redirect the funds to an organization providing similar services without the cost of expensive legal action.

Many nonprofit organizations establish an endow-ment fund with us in order to grow assets to meet both current and future needs. They look to The Community Foundation for strong investment

Raised in the Fredericksburg area as the youngest of three children of John and Peggy Colangelo, Michael grew up in a close-knit, community-minded family. “The importance of family and service to others was instilled into all three of us at a very early age. Our family was very close; I spent many a weekend riding in the tail gunner position of the station wagon on the way to visit family.”

Michael’s family provided many ex-amples of the val-ues that he consid-ers very important. Serving on the board of Big Brothers and Big Sisters for six years, Michael was so moved by their mission that he formed a relationship with a little brother himself.

As his own community service grew, he was exposed to many charitable and worthy causes. Michael wanted to establish a permanent gift to the area. “I firmly believe in the endowment phi-losophy. The Community Foundation is the per-fect tool to manage and facilitate a legacy that will grow and annually support local needs.”

“I learned about the Foundation through donors and recognized the high character of those involved, past and present. Creating a fund was the perfect way for me to honor my entire family, especially my parents and uncle, John “Uncle Jack” Phalen. It is also a way for me to acknowl-edge my sister Mary Ellen and brother David. Mary Ellen was just named ‘Teacher of the Year’ in Hanover County and Jack was recently pinned Lt. Colonel in the United States Air Force.”

“I hope to continue to grow this endowment to support programs in the area that foster the same character and service to others that I have learned through my family.”

a legacy starts early:

The Colangelo/Phalen Legacy Fund

Funds at the Community FoundationFIELD OF INTEREST FUNDS

Anne Felder Fund provides funds to improve and enrich the lives of the intellectually disabled and disadvantaged of Fredericksburg.Kelly Givens Memorial Fund supports programs and services for people with long-term, severe, and persistent mental illness.

DESIGNATED FUNDS

Sara P. Boutwell Memorial Fund supports the operat-ing needs of the Youth in Philanthropy program.Alan F. Courtney Fund supports designated organiza-tions within the Fredericksburg area. Wayne A. Dennison Fund supports the program 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 Freder-icksburg 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.

O’Neill Family Legacy Fund annually grants to emerg-ing needs of the community through the Community Enrichment Fund and supports the internal programs of CFRRR.

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 a variety of charitable purposes within our community.Rennie and Richmond McDaniel Fund provides support to meet a variety of public, educational and charitable needs within our community. Rowe Family Legacy Fund supports general chari-table purposes within our community.Sullivan Family Legacy Fund allows the Sullivan family to share charitable decisions as family and provide support to a variety of public, educational and charitable needs.

Making a Difference:

The John and Linda Coker Family Fund

FThere is no better way to connect with your com-munity then by immersing yourself in it.

Longtime Fredericksburg residents John and Linda Coker are well respected for their leadership and civic involvement. They are also

generous philanthropists, creating a fund to support a wide range of issues that are close to their hearts, including Hope House, Rappahan-nock United Way, the Rotary Foundation and their alma maters Universities of Oklahoma, Michigan, Virginia and Louisville.

“Our family has an active interest in helping make this community better for all of us” said John. “We know that by creating an endowed fund at the Community Foundation, we are set-ting an example that will stimulate our children and future grandchildren into thinking about how they can contribute to our community with their talents and resources. Our focus has al-ways been on those organizations that address the needs of our youngest citizens.”

With the help of CFRRR, they started the John and Linda Coker Family Fund, a donor-advised charitable fund that enables them to give easily and flexibly to a variety of local and national organizations.

A Matter Of Trust:

Professional Advisors Recommend CFRRR

A legacy of giving:

The Forbush Family Fund

FForbush Family Legacy Fund allows the Forbush extended family to share charitable decisions and engage their children in life-long giving. NEW! Colangelo/Phalen Family Legacy Fund Estab-lished by Michael Colangelo to honor his family, providing support for local charities that mirror strong family traditions with which he grew up.

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

Baron “Deuce” Braswell Memorial Scholarship Fund provides four scholarships to male and female athletes from schools in Spotsylvania 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 Scholarship Fund provides scholar-ships 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 physical challenges with courage and a determination to further their education.Jeremy Daniel Hawley Fund awards scholarships to students at both King George High School and Fredericksburg Christian High School.James Monroe 1992 Girls Athletic Scholarship Fund awards a scholarship to an outstanding female athlete attending James Monroe High School.Peter D. Johnson Memorial Fund provides a scholar-ship to attend a college or university in Virginia. Brandon Thomas Lawn Fund awards a merit scholar-ship to wrestling students in Stafford and Prince William Counties High Schools.Bill Lontz Science Scholarship Fund awards an an-nual scholarship to the student who best exempli-fies a love of science and a desire to further their education in that field. Betty Merrill Scholarship for Excellence in Latin awards students who have excelled in Latin studies.Paul Neri Memorial Scholarship Fund is awarded to a hard working and dedicated James Monroe High School student. Kay Orr Memorial Scholarship Fund provides schol-arships for students from Stafford High School who will pursue a degree in Business.Lee Wingate Pappandreou Memorial Scholarship provides an annual scholarship to an outstanding graduating drama student.Horace A. Revercomb, Jr., Fund for Music continues a tradition of scholarships for graduates of King George High School who have an interest in pursu-ing an education in the field of music.Chris Ross Memorial Scholarship Fund awards two scholarships annually to Spotsylvania High School students who have shown how involvement in sports has influenced their lives for the better.

When Fredericksburg Estate Planning attorney, R. Leigh Frackelton, Jr., talks to his clients about charitable giving, he knows that by connecting them with the Community Foundation of the Rappahannock River Region (CFRRR), they will get expert advice about their giving options, and

guidance about how to select organizations that meet their goals.

“ I have a lot of clients who say that they want to help others but don’t know how to go about it. I can give clients direction, but I think it is beneficial that they hear from

someone at the Foundation about the world of charitable organizations.” Frackelton says his connection with CFRRR goes back to 1997 when he and several other community members decided to start the Community Foundation. “There were several of us that had heard about community foundations in other areas. We knew that if we waited another ten years to start the foundation we’d miss opportunities for gifts to our community. For many years, I had to direct my clients to community foundations in Northern Virginia and D.C or Richmond to accomplish their goals, and I thought it was time we had our own. Over the years the foundation has been able to create lasting funds for the Fredericks-burg region. “

Frackelton says he is discussing charitable issues with his clients more and more. For ex-ample, he explains that they are thinking about how much of their assets to allocate to their heirs and how much to contribute for charitable endeavors. “My relationship with the Community Foundation comes down to one of trust,” says Frackelton. “I refer people to them because I know that their individual charitable needs can be accomplished and that the benefits can con-tinue for years and years into the future.”

“We kept our eyes and hearts on each other, and we looked outward and helped others when we could.”

This quote from Sarah Forbush Southworth, embodies the spirit of giving she learned from

her parents. “At every single meal, we were reminded of people who were hungry around the world.”

Jinxie Forbush created a donor advised fund when the sale of a stock made this type of phi-lanthropy possible. Active community volunteers and nonprofit organizers in their hometown of Fredericksburg, Virginia, the Forbush family made it a point to help people less fortunate than themselves as often as possible. Opening a fund at the CFRRR has made it possible for the family to organize and streamline their annual giving.

“The endowed fund at the CFRRR allows our children and grandchildren to suggest grants for organizations that help make our commu-nity strong,” said Jinxie Forbush. “The process of setting up the fund was very easy, and the CFRRR keeps us informed of needs in the com-munity where our funds would be best used,” Mrs. Forbush added. “While we make the recom-mendations, it is good to have guidance from the CFRRR.”

R10 things you’ve always wanted to know about your community foundation.

George A. and Lucy Mae Scott Fund gives scholar-ships for graduates of James Monroe High School who exhibit leadership, academic achievement, and financial need.Sofia Silva Memorial Scholarship provides scholar-ships to deserving students in Spotsylvania, Stafford and Fredericksburg.Steven Snyder Memorial Scholarship awards schol-arships 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.

Georgia Willis Scholarship for Caroline County awards a scholarship for graduates of Caroline County High School who exhibit leadership, aca-demic achievement and financial need.

UNRESTRICTED FUNDS

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

ORGANIZATIONAL FUNDS

Fredericksburg Festival of the Arts Fund supports the programs that celebrate the arts through the Festival of the Arts.Dahlgren Rescue Squad Fund provides support for the programs of the King George Rescue Squad.Bragg Hill Family Life Fund to further the charitable purposes of the Bragg Hill Family Life Center.Hospice Support Care Fund supports Hospice Sup-port Care services throughout the region.Olde Forge Junction Fund supports education 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 FUNDS

Maury-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 com-munity. David Morgan Fund supports humanitarian needs in our region.Charles and Mary Wynn McDaniel Fund supports general charitable purposes within our community.

NEW! John and Linda Coker Family Fund allows the Coker family to share charitable decisions and engage their children in life-long giving.

NEW! Hansen Family Pass Through Fund provides support to meet a virety of public, educational and charitable needs within our community.

6. We can wait for you. You don’t have to give now. You can leave assets – such as a home, retirement fund or life insurance policy — to the community in your estate. You can choose issues or specific nonprofits that you’d like to support after you are gone.

7. You don’t have to be rich. Our donors are working people, families, small business owners, schools and groups with common concerns. Most contribute gifts of $25, $50 and $100. What they share is a desire to lift the lives of their fel-low citizens and see change in their com-munity. By combining your resources with those of others who share your interests, you maximize the impact of modest contri-butions and take advantage of our expertise and low administrative costs.

8. We’ve got our priorities straight. Individual nonprofits focus on specific is-sues, but the Foundation’s role is to study the community as a whole. With your input, we develop grant making and other pro-grams that address the most pressing needs of our community.

9. We hate hassles. Rather than set up your own foundation, avoid the complications and let us handle the workload. We offer low administrative costs, tax advantages and years of experi-ence working to meet the community’s needs.

10. We give eternal life. When you donate to an endow-ment fund at the Community Foundation, your contribution

works forever to support the issues and

causes that matter most to you. After

you are gone, your gift continues to help. Even if

you are a person of modest means, you can leave a lasting legacy to the community you love.

1. We’re local.We help people give where they live, in the counties of Caroline, King George, Spotsylva-nia, Stafford and the City of Fredericksburg.

2. We know our communityWe’re in touch with the needs of our residents in ways that government and other large institutions are not. We initiate programs and make grants that address the real problems and concerns of our community. Our pro-grams address most community needs. We give to nonprofits that make a difference in the arts, civic affairs, education, environ-ment and health and human services, as well as those that serve, the elderly, at-risk youth, and many others.

3. We never give up.Community foundations are built on the con-cept of permanence. Endowment funds start small and grow. You can give knowing that we will be working for a better Fredericksburg, forever. When community needs change – even needs that we cannot fathom today – our programs will change in response.

4. We’re easy.We’re structured to make giving simple. You can establish a fund, address a community need, name us in your will, leave a life insur-ance policy or real estate. We are effective and flexible.

5. We’re match-makers.With some 175 nonprofits in the Fredericksburg region, it can be tough to figure out where to give. We get to know our local charitable organizations and introduce donors to their work.

Youth In Philanthropy Grants

The Youth in Philanthropy (YIP) program rep-resents a rich opportunity for our Foundation to develop both youth and philanthropy. The YIP consists of over thirty young people, in 9th -12th grades from the counties of Stafford, Spotsylvania, King George, and Caroline and the City of Fredericksburg. Each grant cycle involves young people practicing leadership, solving problems, studying proposals, manag-ing budgets, working together and presenting views to an audience of peers and adults. YIP aspires to teach youth the importance of giv-ing and serving, to encourage youth involve-ment in philanthropy, and to provide ways for young people to take action with regard to issues that are important to them.We encourage youth to talk to their peers and parents about the multi-faceted and complex issues we explore. We believe that open-minded, educated and informed young people grow into adults who are well-prepared to ef-fectively work to engage and resolve societal problems.The Community Foundation of the Rappah-annock River Region provides the research, development, planning, staff and technologi-cal support necessary to effectively lead the Youth In Philanthropy Program.

Caroline’s Promise Youth Advisory Council Operation Safe Home

Spotsylvania Social Services Teen Parent Scholarship Fund

Rappahannock Council on Domestic Violence Peer to Peer Violence Prevention Project

Rappahannock Area Kids on the Block Straight Talk: From Teens to Parents

Bluemont Concert Series The BluCru

Fredericksburg Counseling Services Bounce Back

Thurman Brisben Center Childrens’ Vehicle Protection

Greater Fredericksburg Habitat for Humanity Youth Memorial Landscaping Project

Hospice Support Care Camp Rainbow

Mayfield Youth Activities Committee First Fridays “Canteen”

Caroline County 4-H Teen Club Youth Mentoring Program

Post Oak Middle School Interact Club Service in our Community

Hospice Support Care Scrapbooking and Newsletter

Greater Fredericksburg SPCA Care Center Equipment: T Kennel for Dogs

Big Brothers Big Sisters King George County Schools Landscape Beautification Project

Students for Environmental Action & Friends of the Rappahannock Rain Garden Project at Bragg Hill

Mary Washington Hospice Hospice Teen Program

Youth Ambassadors of Caroline Ambassadors for Senior Citizens

King George Elementary School 4-H Garden Club King George Wildlife and Habitat and Wooded Trail Project

Lucha Ministries Latino Young Leaders Initiative

MORE MOREart! Downtown Community Mosaic Mural Project

disAbility Resource Center Youth Community Action Conference

American Red Cross Change for Measles Project

Best Buddies Virginia Best Buddies at the University of Mary Washington

Christian Youth Theater Live Theater for Bragg Hill Family Life Center

Rappahannock EMS Red E. Fox 911 for Kids

Rappahannock Council Against Sexual Assault Teens Against Sexual Assault

The Chaplin Youth Center Positive Programs for After School

Hope House and Thurman Brisben Camp High Hopes

Spotswood Elementary School Boys by the Books: Encouraging Boys to Read

Rappahannock Area Kids on the Block Train the Trainer at Boys and Girls Clubs

High School Students Learning the Art of Philanthropy

Teri McNally, Executive Director P.O. Box 208Fredericksburg, VA 22404-0208

The Community Foundation is grateful to Breg International and Mr. Rob Alling for the printing of our brochure.

connecting people who care with causes that matter for over ten yearsGreat Causes, Great Effects.

OUR VISION We shall be the authority in fostering charitable giving and philanthropy to enhance the quality of life in Fredericksburg and surrounding counties.

OUR CORE VALUES Stewardship: We are exemplary stewards of charitable resources, operating with the highest standards of integrity.

Inspiration: We inspire charitable giving in the diverse communities we serve.

Collaboration: We foster and create partner-ships that make profound and measurable differ-ences in the quality of life in our communities.

Vision: We are visionary leaders committed to responsibly accomplishing our goals and achiev-ing remarkable outcomes.

Accountability: We measure and share with our donors the impact their philanthropy creates in our communities.

at left: Rappannock Area Kids on the Block boys’ and girls’ training - YIP Grant Recipient

OUR MISSION We foster permanent charitable funds and philanthropic programs to support outstanding community projects.

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