Community Foundation of the Ozarks August 27, 2003

Community Foundation of the Ozarks
and Springfield-Greene County
Friends of the Library
Building Assets for Libraries
Presented By:
► Bob
Nulph
 Springfield-Greene
County Friends of the
Library
► Julie
Leeth
 Community Foundation
of the Ozarks
Friends of the Library
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History of the Organization’s Founding
Purpose
Bylaws
Grant Fund Policy and Procedures
Friends of the Library Membership
1979-80
1984
1985
1989
2004
2009
20
19
181
248
639
1165
Friends of the Library Fundraising
Campaigns
 Early attempts
 Book sales
►mini
sales
►semi-annual sales
►‘friends night’ preview sales
Friends of the Library Sales
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1985--$2,516
1990--$24,564
1995--$33,100
2000--$46,036
2005--$106,214
2008--$184,796
Contributing Factors to FOL Success
►A
strong board of directors
► Formal board positions
► Strict budgeting and spending guidelines
► Strong relationship between FOL and library
► Core group of dedicated members
► Grant Fund Policy
► Considerable Publicity
Planned Giving
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Historical transfer of wealth
Current economic conditions (security)
Tax advantages
Planned Gift Commitments make sense in a
challenging economy
How CFO Will Help with Planned
Giving Efforts
► Provide
materials
 White paper, PowerPoint, press releases, etc
► Host
educational events
► Direct mail (Legacy Society forms)
 Mass mailing to affiliate board members Jan 09
 Agency partner mailing upon request
 Promote in our annual report
► Web
features
► Celebrate planned giving news and milestones
► West Plains Planned Giving Event: February 27th
A Review of CFO’s Role
► Fund
management
► Administrative
Support
► Complimentary
Programming
Funds that can be Established
at CFO
► Endowment
► Capacity
Funds
Building Funds
Please contact Julie Leeth for more information
([email protected])
Questions and Answers
Thank you!
This presentation will be
archived at:
http://www.cfozarks.org/essential-questionsseries/