April 28, 2006

Consider This...

Does a Legacy Equal Immortality?

Let me tell you the true story of how I first became interested in planned giving that provides perpetual endowment. The example left an indelible impression on how endowment gifts can make a difference and leave a legacy - not only for decades, but for centuries.

In 1969-70, I was a visiting professor of history at Oxford University, England, in the field of 19th century British history. My mentor at University College, Professor Maurice Shock, held an endowed chair in modern British history. Do you know when that chair was endowed through an estate gift? 1483! Nine years before Columbus dropped anchor in the Americas. Talk about leaving a legacy that continues more than 500 years later to carry on the donor's vision of teaching the nation's brightest youth. In non-theological terms, perhaps endowments are about as close as we can get to immortality, not to mention the good we can do that will last long beyond our lifetime.

That is why planned giving must become a higher priority in our fundraising food chain. We focus so much attention on immediate gifts that are consumed in our operating budget or used to build a facility that may only last a generation. Estate gifts build 80 percent of all endowment funds and are never truly consumed. They continue to sustain the vision of the donor and the mission of the charity for decades to come.

Where is planned giving and endowment building in your fundraising food chain?

- Harold "Hal" Schultz, PhD, Executive Vice President (Kansas City) harold@hartsookcompanies.com

Victories

In this issue: More than $45.97 million in new or recent gifts, including eight of $1 million or greater.

• TLC for Children and Families' (Olathe, Kan.) "Bringing Our Children Home" capital campaign continues to enjoy unprecedented success. With gifts and pledges at nearly $7.1 million toward the campaign's $9.6 million goal, momentum remains strong. Recent commitments include $550,000 from the Kresge Foundation (Troy, Mich.), $30,000 from the Gold Bank Foundation (Leawood, Kan.), $20,000 from Dennis Pugh Homes (Gardner, Kan.) and $60,000 from the Victor and Caroline Schutte Foundation (Kansas City, Mo.). Congratulations to Campaign Honorary Co-Chairs Terry and the Hon. Peggy Dunn; Campaign Co-Chairs Jon Stewart and the Hon. Barbara Allen; CEO Bob Drummond, EdD; and Vice President of Grant Administration and Endowment Development Tim Keeton. - Matthew J. Beem, MPA, CFRE, President (Kansas City)

• Tulsa Ballet (Tulsa, Okla.) received a $1.5 million challenge grant from the J.E. and L.E. Mabee Foundation (Tulsa, Okla.) toward their $9 million comprehensive campaign to raise funds for capital, endowment and operations. The organization has one year in which to secure the final $3 million in gifts and pledges toward its campaign in order to receive the Mabee challenge grant funds. The campaign is the single largest philanthropic endeavor in the history of the Tulsa Ballet. Congratulations to Campaign Chair Jackie Kouri. - Robert G. Swanson, President (Wichita)

• Catholic Charities (Wichita, Kan.) has secured $4.6 million towards its $5 million goal to build a new women's shelter. The "Shelter the Heat" campaign for Harbor House is part of a new Anthony Family Shelter. Since it first opened in 1992, Harbor House has helped more than 7,000 victims of domestic violence through shelter and outreach advocate services. The new Harbor House will increase capacity by nearly 60 percent. - The Wichita Eagle

• The ExxonMobile Corporation (Irving, Tex.) has announced donations totaling more than $30 million to 908 colleges and universities across the U.S. through the ExxonMobile Foundation's (Irving, Tex.) 2005 Educational Matching Gift Program. In 2005 ExxonMobile employees, retirees, surviving spouses and directors made more than 8,800 individual contributions totaling more than $9 million to institutions of higher education, which the foundation matched with more than $21 million in unrestricted educational grants. Through the program, employees can designate up to $7,500 annually to colleges and universities with which they are affiliated. The foundation will then match those gifts on a three-to-one basis, up to $22,500. The affiliation requirement is waived for gifts to the United Negro College Fund (Fairfax, Va.), the Hispanic Scholarship Fund (San Francisco) and the American Indian College Fund (Denver). - ExxonMobile Corporation

• Avila University (Kansas City, Mo.) recently received a $1.05 million gift from the Goppert Foundation (Kansas City, Mo.) in support of "Embracing the Future: A Special Initiatives Campaign for Avila University," a $14 million capital campaign for campus beautification, a recreation path to line the historic Santa Fe Trail, technology improvements and to increase support for the university's endowment. The gift from the Goppert family has been earmarked for a new suite-style, state-of-the-art residence hall. Construction is scheduled to begin in Fall 2006. - Robert F. Hartsook, JD, EdD, Chairman and CEO (Wrightsville Beach, N.C.)

• The Hutchinson Animal Shelter (Hutchinson, Kan.) received a $1.5 million bequest from the estate of Gladys Gossage. At age 94, Gossage had been widowed since 1982 and had found great companionship in her own animals. The gift is believed to be the single largest individual donation ever given by a Hutchinson (population 39,000) resident to a Hutchinson nonprofit organization. The donation will be used for renovation, expansion and future operations. - Hutchinson News

• Faith Mission (Elkhart, Ind.) received $200,000 from Tom Graber (Elkhart, Ind.) for its $4.9 million campaign to expand facilities and capacity. Congratulations to Campaign Chair Terry McKay and his cabinet members, Faith Mission Executive Director Tobe Swihart and Director of Development Mike Perez. - Ron Fredman, APR, Senior Vice President (Kansas City)

• Camp Fire USA Heartland Council (Prairie Village, Kan.) recently received two gifts in support of Camp Shawnee: a $15,000 grant from The Sunderland Foundation (Kansas City, Mo.) for much-needed repairs and $5,000 from the Sante Fe Cosmopolitan Club for the Summer Dreams project. Camp Shawnee is the council's residential and day camp which consists of 318 acres in the forested bluffs above the Missouri River. The camp provides camping opportunities to all youth, not just members of Camp Fire. Congratulations to CEO Stacey Brown. - Tammy Grampsas, Senior Consultant (Kansas City)

• The Smithsonian Institute (Washington, D.C.) received a $15 million gift from the Boeing Company (Chicago, Ill.) for its National Air and Space Museum. The gift, the largest corporate gift in the Smithsonian's history, will support the expansion of the museum's Steven F. Udvar-Hazy Center at the Dulles International Airport annex of the main Air and Space Museum on the Mall. Museum officials say they need to raise an additional $25 million for the center which opened in December 2003 and cost $311 million to build. - The Washington Post

• Marillac Center for Children (Overland Park, Kan.) recently received a $100,000 commitment to their "Brighter Tomorrows" campaign from the Goppert Foundation. This gift brings the total raised to more than $7.1 million toward the $8 million goal. The "Brighter Tomorrows" campaign seeks to raise funds to provide Marillac and its clients with a new building, facility renovations, a new school and a therapy wing. Congratulations to Director of Development Bridgette Brooks. - Susan Schneweis, Executive Vice President (Kansas City)

• North Carolina Symphony (Raleigh) is making significant progress with their "America's Next Great Orchestra" campaign to raise $51 million for program enhancements and to grow their endowment. They have surpassed their first year planning goal by more than $1 million. Recent gifts to the campaign include a $250,000 unrestricted gift and another in the amount of $100,000. The symphony also has been named in the estate of a long-time supporter. They will receive 50 percent of the donor's estate - a gift estimated at more than $1 million. - Bob Hartsook

• Southern Platte Athletic Association (Kansas City, Mo.) received a $200,000 gift from the Henry E. Wurst Family Foundation (Kansas City, Mo.) in support of their campaign to build a community center for youth baseball, softball and soccer. - The Kansas City Star

• The New Community Center for Claremont, Inc., a newly formed nonprofit to raise funds for a community center in Claremont, N.H., has received its first gift: $10,000 from the employees of Crown Point Cabinetry (Claremont, N.H.) through the Crown Point Fund at the Upper Valley Region of New Hampshire Charitable Foundation (Hanover, N.H.). The organization is charged with raising $3 million, part of a public-private partnership that collectively seeks to raise $7 million. Congratulations to Campaign Chair Jim Feleen, Honorary Chair Candy Crawford, Director of Claremont Parks and Recreation Scott Hausler and their entire team. - Ron Fredman

• Carthage Crisis Center (Springfield, Mo.) received a $380,000 challenge grant from the J.E. and L.E. Mabee Foundation toward their "Hope for a Better Tomorrow" campaign for expanded facilities and programs to provide homeless families and individuals with shelter, spiritual and personal guidance and supportive services. Congratulations to the Carthage Crisis Center Board of Directors and Campaign Leadership Committee and specifically to Carl Bowers, John and Joni Dyer and Executive Director Brian Bisbee for the powerful presentation they made to the Mabee Trustees. Special thanks to Brian and Marilyn Bisbee for their hard work on the application. - Jennifer Aday, MS, Senior Vice President (Kansas City)

• The Center for Nonprofit Leadership and Management at Arizona State University (Tempe), The Center on Philanthropy at Indiana University (Indianapolis) and The Dorothy A. Johnson Center for Philanthropy and Nonprofit Leadership at Grand Valley State University (Allendale, Mich.) announce a $7.5 million dollar grant from the W.K. Kellogg Foundation (Battle Creek, Mich.). This pioneering cross-institutional collaboration will utilize each center's strengths to increase the capacity and diversity of the nonprofit sector. The three universities will operate the programs under the banner of the AIM (Arizona-Indiana-Michigan) Alliance. The AIM Alliance will connect each of the three nonprofit academic centers' work to local and national institutions within the nonprofit sector. The centers will focus on those organizations that serve communities of color and that promote the organization's leadership within the community. - The Center on Philanthropy at Indiana University

• Girl Scouts of Mid-Continent Council (Kansas City, Mo.) has begun the public phase of its $10.085 million capital campaign to expand and renovate five camp properties: "Camp. Where Girls Grow Strong." Included are special initiatives for troops, campers and families of Girl Scouts. The campaign stands at more than $7.5 million. When the council reaches its goal, it also will have met a $750,000 challenge grant from the Kresge Foundation. Congratulations to Campaign Co-Chairs Cathy Lewis and Joan Ruff, Council CEO Karen McGuigan and Director of Development Marcia Greig. - Ron Fredman

• reStart (Kansas City, Mo.) has been selected as the beneficiary of the Trent Green Celebrity Bash in June. This is the second time reStart has been chosen to receive proceeds from a Trent Green charitable event. The first event was the Trent Green Golf Classic in 2003. Congratulations to Executive Director Evie Craig. - Jennifer Aday

• The Tallgrass Prairie National Preserve (Chase County, Kan.) received a $1 million gift from the Fred C. and Mary R. Koch Foundation (Wichita). The gift was part of $7 million donated from Kansas businesses and philanthropists to help preserve the 11,000-acre park. A $4.5 million gift from the Horton Estate of Wichita launched the "Prairie Legacy" campaign in 2005. Kenneth Baum (Stillwell, Kan.) and Capital Federal Foundation (Topeka) each donated $500,000; Forrest C. Lattner Foundation (Delray Beach, Fla.), AT&T (Topeka) and Westar Energy (Topeka) each donated $250,000; and $100,000 donations were made by the K.T. Wiedemann Foundation (Wichita), W.S. and E.C. Jones Foundation (Emporia, Kan.) and Great Plains Energy, Inc. (Kansas City, Mo.). - Robert G. Swanson

• The Ewing Marion Kauffman Foundation (Kansas City, Mo.) has awarded grants ranging from $600,000 to $1.5 million to 13 school districts across the five-county metropolitan Kansas City area. The three-year, $15 million commitment by the foundation will go to develop quality math and science classrooms and learning experiences for students throughout the area. Funding will help support new and innovative programs and curricula, professional development for math and science teachers and district leaders, new materials and equipment for students, and other support and resources to help students experience math and science in real-world applications. - The Ewing Marion Kauffman Foundation

• CareLink (North Little Rock, Ark.) is pleased to announce its Honorary Campaign Chairs for the "Friends of the Family" capital campaign: former Arkansas Governor and U.S. Senator David Pryor and his wife, Barbara Pryor, and Academy Award-winning actress North Little Rock native Mary Steenburgen and her husband, actor Ted Danson. The campaign recently received a gift of $50,000 from June Williams (Little Rock), bringing the campaign total to more than $1 million. "Friends of the Family" campaign seeks to raise funds to create a multi-purpose facility for the seniors of Little Rock. Congratulations to Campaign Co-Chairs Charles and Betty Hathaway and Alfred Williams; Cabinet members Sherri and Jerry Damerow and Edwina and Jerry Wilson; CEO Elaine Eubank and Vice President for Development Ann Leek. - Matt Beem and Ron Fredman

• St. Paul's Episcopal Day School's (Kansas City, Mo.) capital campaign continues to post strong progress with a $125,000 pledge from the family of a current student and a $200,000 commitment from a Board member. As well, staff and committee members have made recent pledges totaling $25,000. Gifts and pledges to the campaign, which seeks $12 million for capital and endowment funding, stand at $741,000. Congratulations to Campaign Co-Chairs Tom and Jill McGee, Head of School Liz Barnes and Director of Development Mary Kirkpatrick on the campaign's strong success. - Matt Beem

• The Jewish Community Foundation (Minneapolis) gave $20,065 to the Minneapolis Jewish Federation, the Sabes Jewish Community Center (Minneapolis), and Jewish Family and Children's Services (Minneapolis) to fund a second year of the Minneapolis Jewish Community Infusion Program. - Ron Fredman

• YWCA Cass Clay (Fargo, N.D.) celebrated the successful completion of their $4 million "Building Hope" campaign to build a new emergency shelter for women and children on April 3, with a dinner and tours of the new facility. Donors of $20,000 or more received a handmade quilt square sewn by members of a local quilting guild. Each square, customized in color and theme by the quilter, bears a picture of the new facility. Congratulations to Executive Director Judy Green and Campaign Co-Chairs Willy Jacobson and Denise Magness. - Susan Schneweis.

• Wonderscope Children's Museum (Shawnee, Kan.) received a $130,000 grant from the Ewing Marion Kauffman Foundation. The grant allows the museum to expand its summer camp program from one week to multiple sessions over a six-week period and will more than quadruple the number of children reached. The majority of the funding will cover staff additions needed for the expansion. Wonderscope will now be able to also provide scholarships for children from lower-income households. - The Kansas City Star

• Notre Dame de Sion (Kansas City, Mo.) is currently at $7.1 million toward their $17 million goal in the "Building on Excellence ... A Blueprint for the Future" campaign. The Parent Campaign for both the lower school and high school campuses has focused on significant participation from the parents by scheduling awareness sessions before school and in the evening, hosted by Locust Parent Campaign Chairs Anne and Pascal Mascaux and Wornall Parent Campaign Chairs Leslie and Shawn Chalmers. Currently, 54 percent of the parents at the Locust Campus (grades Montessori through 8th) and 36 percent of the parents at the Wornall Campus (grades 9-12) have made contributions to the campaign. - Susan Schneweis

Kudos

• reStart (Kansas City, Mo.) welcomes Michelle Williams to the position of Resource Development Project Assistant.

• NPT Publishing Group (Morris Plains, N. J.) welcomes Willy Morgan as Publisher. Mr. Morgan served as the publisher of The Economist and the Journal of Commerce before working with Hearst Magazines International directing their Sales & Marketing efforts.

Success Stories

"Building Hope" is one in a series of success stories from the ASR Philanthropic Publishing Reference Collection. This four-page, full-color presentation highlights the successful completion of the $3.5 million capital campaign of YWCA Cass Clay (Fargo, N.D.). Through highs and lows, the dedicated volunteers, Board and leadership of YWCA Cass Clay persevered in raising funds to construct a new emergency shelter for women and children. This endeavor taught them the importance of sharing their story, building relationships and never accepting 'no' as the final answer to a solicitation.

If you would like a free copy (or a list of all Success Stories from the ASR Reference Collection), contact Erika Turner, erika@hartsookcompanies.com, or follow this link http://www.ASRpublishing.com.

Hartsook Best Practices Collection^SM

"Featuring an expert on planned giving, we use technology to sponsor and present tax and estate planning information to attorneys, bankers and other financial planners. Interactive satellite and web-based seminars are an effective means to reach multiple locations, increasing reach and efficiency. At the same time the expert is providing value to the participants, those participants (many of whom have access to trusts and estates) connect in a positive way with our organization." - Robb Waugus, Salvation Army of the Fox Cities (Appleton, Wisc.)

If you are interested in Best Practices, check out these additional resources from Hartsook Companies:

• "Reality Fundraising: Proven, Practical Ideas for the Enlightened Fundraiser" by Bob Hartsook (2005, ASR Philanthropic Publishing). The book features great ideas, insights and lessons learned through hundreds of best practices from nonprofit professionals nationwide. To order the book, follow this link http://www.ASRpublishing.com

• "Best Practices Coast to Coast^SM," a compilation of best practices from every state in the union

• "Another Two Dozen Best Practices^SM,"a special edition featuring suggestions from 24 Hartsook Companies consultants

• "Hartsook Best Practices Collection^SM," our original collection of 250 best practices and great ideas

For a free copy of any or all of the "Best Practices" collections, please email Erika Turner, erika@hartsookcompanies.com, or visit our web site at http://www.hartsookcompanies.com/bestpractices2.shtml. We also invite you to contribute your own best practice by emailing Tami Druzba, tami@hartsookcompanies.com

From the Podium

Hartsook consultants are available to speak to your organization on a variety of topics. Visit the Speakers page of our web site at http://www.hartsookcompanies.com to read more or email Tami Druzba at tami@hartsookcompanies.com.

• Ron Fredman presented "The Case for the Case for Support" during the AFP International Conference on Philanthropy in Atlanta on April 2. On April 4, he presented "Fundraising is 'Friend' Raising" during the New England Park & Recreation Training Institute in Newport, R.I. On April 20, Ron presented "In Control. Out of Crisis." and "Building a Powerful Brand" to the Arkansas Chapter of AFP in Little Rock. Ron will also be presenting "Building a Powerful Brand" in Knoxville, Tenn. during a consortium of nonprofit organizations on May 9.

• Emily Aldrich Barbour, Senior Vice President (Raleigh), presented "Building a Powerful Brand" on April 24 during the United Way Florida Statewide Conference in Orlando.

• Norma Murphy, Senior Vice President (Kansas City), presented "Grantsmanship: The Groundwork and Stewardship" on April 25 and "Transformational Gifts: Who Gives Them and Who Gets Them" on April 26 during the United Way Florida Statewide Conference in Orlando.

• Matt Beem delivered the keynote address, "The Next Generation Campaign," during the 2006 Small Nonprofit Conference on April 25 in Shreveport. Matt will also present "Entrepreneurs as Philanthropists" on May 16 in Wichita during the AFP Mid-America Fundraising Conference.

• Bob Hartsook presented "New Trends in Effective Fundraising" during the Central Region Food Bank Training Day in Kansas City on April 27. On June 29, Bob will present "How to Get Million Dollar Gifts and Have Donors Thank You" and "Getting Your Ducks in a Row" during the Philanthropy and Leadership Conference in Jacksonville, Fla.

• Terry Kyle will present "Balancing Current Gifts with Planned Gifts" during the Texas Baptist Development Officers Association Conference on May 1 in Arlington, Texas.

• Robert Swanson will present two sessions on May 15 during the AFP Mid-America Fundraising Conference in Wichita: "How to Get Million Dollar Gifts and Have Donors Thank You" and "Fundraising in a Rural Environment." On May 18, Robert will present "Craft the Ask" to the Montana Chapter of AFP in Billings, Mont. Robert will be a panelist discussing capital campaigns during the Salvation Army Central Territory Development Conference in Chicago on June 22.

• Vern Henricks will present two sessions on May 16 during the AFP Mid-America Fundraising Conference in Wichita: "Maximize Your Annual Fund - Ideas from A to Z" and "Would You Please Consider a Gift ... Board Members Making the Ask."

• Susan Schneweis will present "Development 101 ... Getting Most from Your Development Department" on May 18 during the 2006 Oklahoma Department of Human Services Residential Licensing Conference in Norman.

Recent New Clients and Extensions

So far in 2006, Hartsook Companies is serving 117 contracts on behalf of clients in 69 cities in 19 states and the nations of Lithuania and Kenya with Campaign Assessments, Development Operation Reviews and ongoing campaigns. Recent new clients and contract extensions are listed below representing 24 organizations in 19 cities in 10 states and the nation of Kenya.

• American Red Cross Catawba Valley Chapter (Hickory, N.C.)
• America's Second Harvest of Greater St. Joseph (St. Joseph, Mo.)
• Camp Chippewa (Tulsa, Okla.)
• Catholic Charities of the Archdiocese of Omaha, Inc. (Omaha, Neb.)
• Children's Center for the Visually Impaired (Kansas City, Mo.)
• Clydesdale Soccer (Wichita, Kan.)
• Faith Mission of Elkhart (Elkhart, Ind.)
• Family Life Center, Inc. (Riverton, Kan.)
• Girl Scouts of the Midland Empire (St. Joseph, Mo.)
• Helen Woodward Animal Center (Rancho Santa Fe, Calif.)
• Jewish Community Relations Bureau/AJC (Overland Park, Kan.)
• Kansas City Parks & Recreation (Kansas City, Mo.)
• Sabes Jewish Community Center (Minneapolis, Minn.)
• Special Additions (Stillwell, Kan.)
• The Burford Project (Arkansas City, Kan.)
• The Carver Academy (San Antonio, Texas)
• The Danish Immigrant Museum (Elk Horn, Iowa)
• TLC for Children and Families, Inc. (Olathe, Kan.)
• Truman Heartland Community Foundation (Independence, Mo.)
• Truman Medical Center Charitable Foundation (Kansas City, Mo.)
• United Way of Elkhart County (Elkhart, Ind.)
• Village Shalom, Inc. (Kansas City, Mo.)
• Wentworth Military Academy (Lexington, Mo.)
• Youth Volunteer Corps of America (Shawnee Mission, Kan.)

e-Hartsook on Philanthropy covers news of client successes and advancements in philanthropy, connecting with more than 10,000 persons monthly. We welcome your contributions. Please send brief news of success or good ideas you'd like to share to Tami Druzba, tami@hartsookcompanies.com, by the first of each month.

If you'd like a free subscription to e-Hartsook on Philanthropy - or its companion publication, the free, bi-weekly Strategies for Success - visit our web site at http://www.hartsookcompanies.com/subscribe.shtml or contact Erika Turner, erika@hartsookcompanies.com. You also can reach her at 316.630.9992.

Visit our web site: http://www.hartsookcompanies.com.