Project Update 2008 Review & 2009 Priorities Visit www.carolinathreadtrail.org for Carolina Thread Trail Updates Dear Supporter: I am pleased to present this update on the Carolina Thread Trail, highlighting our priorities, accomplishments and challenges since inception, along with our goals for 2009. We have come a long way since our memorable kick off event in November 2007, and we are gratified and pleased with the progress that you have helped make possible. This ambitious project has taken flight because of the generosity of our supporters and the enthusiasm and support from the communities in our region. While The Thread journey will be long, we could not have hoped for a better start. As we consider the legacy benefits The Thread will bring our region, our citizens and future generations, we know the journey is one worth making! Highlights from our initial efforts include: • • • • • • • • Raising $19 million in capital; Establishing The Thread Grants Committee & program; Granting $360,000 to six communities for master planning; Completing master plans for Gaston, Mecklenburg (Phase 1) and York Counties; Securing $18 million in public capital; Obtaining over 124 Resolutions of Support for The Thread; Holding the first annual Carolina Thread Trail Forum; and Developing the Governing Board, Leadership Council, Regional Advisory Council, and a strong staff team. The current economic environment requires that all organizations adapt, and the Carolina Thread Trail is doing just that. As both private and public dollars are scarce, we are continuing to conserve cash and to advance the cause by: • • • • • Building on strong community interest by continuing to plan The Thread; Developing future financial and community support by sharing successes and communicating widely; Prioritizing land acquisition to seize opportunities in a “buyer’s market”; Seeking funding available through the Economic Stimulus Program; Tightening our belts by reducing staff expenses and other costs. Much of our success in realizing the vision of The Thread depends on engaging communities in planning their greenways and trails, and that work continues to exceed our expectations. With a regional vision and solid plan developed by local citizens, The Thread moves closer to reality! We thank you so very much for your important support of this legacy project! Sincerely, Ruth G. Shaw, Chair Carolina Thread Trail Governing Board 2 Chair Ruth Shaw, with a kick off event attended by more than 650 supporters from the region. The event celebrated the generous leadership gifts from FFTC, the Knight Foundation, Duke HISTORY & OVERVIEW Energy, Bank of America, and Wachovia. The Carolina Thread Trail, a network of greenways and conserved lands to link 15 BOLD VISION counties and the Carolinas, is a collaborative The vision for the Carolina Thread Trail is to project of unprecedented scale. The Thread will preserve, protect and connect open spaces connect our region and conserve our most through a 500+ mile “green ribbon” of parks, significant natural areas and places of interest. trails and conservation corridors, touching 2.3 There is no other single project in our region million people in our region. The Thread will that provides the collection of benefits -- protect natural areas and wildlife habitat, will including recreation, public health, alternative increase transportation, water quality and quantity recreational opportunities, protection, wildlife habitat, public access, and and and promote educational healthy communities and lifestyles. Freely accessible to connectivity – like those provided by The all, The Thread will increase access to nature, Thread. parks and area attractions. It will improve our In 2005, Foundation For The Carolinas (FFTC) quality of life and attract tourism and business. and more than 40 community and business The leaders participated in a discovery process to Trail is a tangible project identify around our region’s most pressing Carolina Thread which local environmental need. The process produced the communities Carolina Thread Trail vision, along with a set of governments are rallying guiding principles for the project. Building on to the good work of Voices and Choices, Catawba resources, connect people with nature, and Lands Conservancy and The Trust for Public connect our region. protect and Thread Core Principles • Invitation to communities • Active listening • Communities self-determine trail locations • Bias toward action • Respect for land; respect for land ownership natural Land worked with community leaders to formulate a project plan and funding model for The Thread is a long-term project, envisioned to The Thread. With initial venture capital from take 15 to 20 years to build. It is a bold, legacy FFTC and the Knight Foundation, the Carolina initiative that will permanently better our region Thread Trail was born. and will benefit our children and their children in profound ways. Following a year of studying similar projects in the US, The Thread was launched in November COMMUNITY ENGAGEMENT 2007, under the leadership of Governing Board The Carolina Thread Trail is funded through a private capital campaign that leverages local, 3 state and federal public funds. The Thread offers invitations to communities in the 15county area to join the project. Communities electing to participate are eligible for Thread grants, which are designed to provide catalytic funding to plan, design, acquire land, and build trails. While the communities self-determine all aspects of their trail systems, The Thread staff offers assistance and technical resources to help communities create and implement their own trail plans, including the location and planned over 120 resolutions of support (see addenda for uses (walking & hiking, biking, horse-back riding, etc) of the trails. listing), and interest from nearly every county. In this way, each community will keep its own identity while The Carolina Thread Trail is being planned and participating in the creation of a network of developed by local jurisdictions with support of connectivity and a regional legacy for future Thread staff & partners and through a four-step generations. Local communities will own and grants program. The Thread Grants Committee maintain the Carolina Thread Trail and local oversees Cumulative Resolutions of Support the grants process and makes 140 recommendations to the Governing Board on 120 grant applications. 100 Grants for county-wide greenway master plans (Planning Grants) are 80 60 approved on a rolling basis as communities 40 apply. Grants for design, acquisition and 20 construction 0 Dec-07 Mar-08 Jun-08 Sep-08 Dec-08 Mar-09 awarded on (Implementation an annual Grants) cycle. are While Implementation Grants will not be available for land trusts will help conserve Thread corridors all segments of The Thread, they will provide with conservation easements.1 catalytic funding to get priority segments on the ground. Many of our region’s communities have responded favorably to The Thread by activating The Carolina Thread Trail local steering committees and applying for has issued $360,000 in planning grants. In addition, we have received Planning Grants to six communities (Cabarrus, • • • • • Key Grant Criteria Connectivity Collaboration Equity and Inclusiveness Leverage Probability of Success Chester, Cleveland, Gaston, Lincoln, and York 1 A conservation easement is a voluntary, legal agreement between a landowner and a land trust or government agency that permanently limits uses of the land in order to protect its conservation values. Counties). We anticipate spending $200,000300,000 over the next 12-18 months for 4 planning and corridor design, and more than watersheds, including up to 400 miles of stream $3,000,000 for land acquisition, conservation and lake frontage. (fee and conservation easement) and construction. Green Interstate Not all local trails and greenways will become Master plans and corridor routes have been part of the Carolina Thread Trail. Analogous to established in Gaston, Mecklenburg and our highway systems, The Thread will develop as York are a "green interstate" focused on linking local underway in Cleveland, Cabarrus, Chester trails, permanently protected conservation areas and Lincoln counties. and regionally significant attractions. counties, and planning efforts The current concept map connects 12 state parks and Trail Plan – Gaston, Mecklenburg, York forests, four sports facilities, five colleges or universities, and numerous central attractions. In addition, the Thread will ultimately connect with super-regional trails including NC’s Mountains to Sea Trail, and SC’s Palmetto Trail. While the specific trail locations have yet to be fully planned in many other communities, it is Miles of Thread Trail 300 Crossroads Charlotte Catawba Lands Conservancy is a Crossroads 278 250 organization. 200 150 project is to develop The Thread and a Planned 123 112 Built conservation area in Charlotte’s Lakewood 100 50 43 10 0 Mecklenburg 3 Gaston 11 York The Conservancy’s Crossroads 24 community as a resource for neighborhood empowerment, improved quality of life, and Total protection of natural resources. The project goal envisioned that The Thread may conserve more is to engage Lakewood residents to shape The than 10,000 acres of riparian corridors within Thread in their community to create: the Broad, Catawba and Yadkin Pee Dee • Community gardens 5 • Improved fitness & health • Alternative transportation by linking the The community Governing Board has oversight responsibilities for the project, including the • Outdoor, nature and conservation education Carolina opportunities Thread Trail Fund, determines strategy, and evaluates community grants and • Recreation opportunities the distribution of funding. • An annual relay between neighborhoods and advised by a Grants Committee that actively other inter-neighborhood events The Board is evaluates the details of applications, and makes recommendations to the Board. Carolina Thread Trail Forum In December 2008, The Thread held its first The project also benefits from support from the Forum for trail and greenway practitioners and Leadership Council, a group of respected enthusiasts. community advance The goal of the Forum was to trail leaders who serve ambassadors for The Thread. as key Lastly, The implementation Thread’s Regional Advisory Council includes capacity active trail practitioners from the region who throughout the help greatly with technical aspects of the project. region through Please see the education addenda of this and Carolina Thread Trail Team Ann Browning, Project Director opportunities to report share best practices. Over 170 attendees enjoyed listings of the Randi Gates, Community Coordinator a full day of panel discussions, workshops and Grants Travis Morehead, Community Coordinator presentations. Committee, Carolina Thread Trail Forums will be held annually. Leadership The Carolina Thread Trail is an unstaffed 501-C3 Foundation Gracie Ponjuan, Assistant -Project Coordinator Dean Thompson, Communications Director The Thread is a collaborative of community organization, established as a Type 1 supporting within Dave Cable, Executive Director Council, and Regional Advisory Council. LEADERSHIP & SUPPORT organization for For governments and leaders, land trusts, and The community Carolinas. The Governing Board, led by Ruth Governing Board Lynne Ford Bernard Ackerman Mike Mabry Philip Blumenthal Stoney Sellars Crandall Bowles Anna Spangler Nelson Amy Brinkley Tom Nelson Robert Brinkley Lane Ormand Bill Carstarphen Sally Ormand Carol Carstarphen Alex Rankin, III Steve Cummings James Whitton Catawba Lands Conservancy is the lead agency for The Thread. Shaw, has 18 members. Ruth G. Shaw, Chair partners. The Thread is housed at the offices of Catawba Lands Conservancy, 105 W. Morehead Street, Charlotte, 28202. 704-376-2556. 6 PROJECT PARTNERS • Foundation For The Carolinas: Our advances are largely due to effective working partnerships in the $2,000,000 (cash) • Wachovia: $4,000,000 (cash) community. Foundation For The Carolinas is The Thread’s • Bank of America: $4,000,000 (cash) philanthropic • John S. and James L. Knight Foundation: partner. The Foundation’s $1,000,000 (cash) support and leadership has advanced the project in many profound ways through its initial • Spangler Foundation: $1,000,000 (cash) catalytic funding, critical counsel, and fund- • Turner Family Foundation: $1,000,000 (cash) raising support. • Dickson Foundation: $500,000 (cash) The Foundation houses the • Piedmont Natural Gas Foundation: $250,000 Carolina Thread Trail Fund, and provides the (cash) legal structure for the Governing Board. • Anonymous: $250,000 (cash) • Smaller gift totals: $490,000 The Trust for Public Land (TPL) provides project support in key areas of mapping and public funding. Public Capital TPL has been a partner from the project’s inception. Other key partners include The multitude of benefits and regional scope of Duke Energy, the region’s land trusts (Foothills the Carolina Thread Trail help attract more Conservancy, Trust, public capital than independent trail efforts. We Nation Ford Land Trust, and the Land Trust for hope to attract over the 15 to 20 year project life Central NC), the Councils of Governments, and some $110,000,000 of public money through many local governments and agencies. state Katawba Valley Land and transportation federal conservation grants, enhancement programs, and other local public funding programs. FUNDING FOR THE THREAD The Carolina Thread Trail is funded through a private capital campaign that will then be To date, the project has helped to attract close to leveraged with local, state and federal funds. $18,000,000 The total estimated goal for the Carolina Thread $3,000,000 Trail Management is about $150,000,000, including in public from Trust the funding, NC Fund including Clean (CWMTF), Water and $40,000,000 (land & cash) in private donations $15,000,000 from Mecklenburg County’s 2008 and $110,000,000 in state, federal and local local park and recreation bond. We have public funds. requested an additional $5 million from the CWMTF for land acquisition. At this time, there Private Capital is uncertainty about the CWMTF funding To date, $19,000,000 of private funds have been because of North Carolina’s fiscal crisis. raised, including $16,100,000 in cash. The Other sources of public capital being pursued major private contributions are as follows: include the NC Park and Recreation Trust Fund, • Duke Energy: $4,000,000 (cash and access to NC Natural Heritage Trust Fund, and longer land plus $500,000 in kind) 7 term, the SC Conservation Bank. Federal • Land Prices – softening land prices funding sources include Economic Stimulus provide unprecedented opportunities for Package Transportation land acquisition for the project and for Enhancement programs, Congestion Mitigation conservation. We are focused on acquiring & Air Quality Improvement program, and land, and have made this a priority in the Recreational Trails Program. community grants program. (ESP) funding, Several shovel- ready projects on The Thread are candidates for • Conserving Cash – The Thread staff is the ESP funding. The City of Gastonia has been belt-tightening awarded $850,000 in ESP funding for a conserve and stretch cash, including limiting segment of The Thread that will connect to its travel, downtown. eliminating retirement match funding, and in leadership significant salary ways to reductions, reducing occupancy costs. RECESSION SETBACKS & OPPORTUNITIES FINANCIAL REPORT The Carolina Thread Trail’s Governing Board The Carolina Thread Trail operates on a and staff have adjusted strategy and tactics to calendar year and the operating budget and fund meet the challenges of the recession. Four areas balances and management are overseen by the of the project have been impacted measurably: Governing Board. The Thread met operating • Private capital campaign – our goal is to budget targets for 2008. Our focus is on moving raise $25 million in cash and $15 million in the project forward in the communities while land donations. We are confident that land conserving cash. Total 2008 operating expenses donations will be made as greenway master (excluding community grants) & budgeted plans are completed in the communities. operating expenses for 2009 are summarized The cash campaign has raised $16.1 million. below. The recession has caused a shift from traditional fund-raising to more broad based communications and cultivation. While targeted in fund-raising continues Operating Budget 2008 Program Expenses (CLC) $658,455 * Contracted Services: Ground-truthing, Signage $16,426 Web Site Upgrade $0 TPL Technical Assistance $32,566 Total - Contracted Services $48,992 Capital Campaign $281,296 Total Operations $988,743 a thoughtful manner, the campaign will reactivate with the improving economy. • Public funding – public funding will be 2009 $721,644 $70,000 $20,000 $5,000 $95,000 $20,000 $836,644 *Not fully staffed both enhanced and hurt by the recession. On the downside, fiscal crises in both NC Project assets totaled $13.4 million as of and SC will limit state funding for land December 31, 2008. conservation and The Thread. The upside may come through the Economic Stimulus Package (ESP). 8 • Fund Balance Comparison experiencing in the communities will be 12/31/2008 Cash Pledges Total Cash & Pledges $2,462,704 $9,419,102 Endowment Fund $1,543,560 celebrated and shared with prospective donors and elected officials. • $11,881,806 Total Assets Cultivation – The successes we are Economic Stimulus – Significant federal stimulus capital may be available, and we are focused on capturing it for The $13,425,366 Thread. The total project cost is roughly estimated at Total Project Costs $150 million over its 15 to 20 year build-out. We Captial Campaign 1% estimate that 92% of the total project costs will go toward land acquisition and Endowment 1% trail Start-Up & Program Admin 5% construction. Master Planning & Corridor Design 1% 2009 PRIORITIES & GOALS Emphasis in the coming year will be on the following initiatives. • Master Planning - Advancing the master plans throughout the region toward our Addenda 2013 goal of completed and adopted • Carolina Thread Trail Master Plans in Governing Board all 15 counties. Planning efforts will be Leadership Council focused Advisory Council in Cabarrus, Chester, Cleveland, and Lincoln counties. Grants Committee Land acquisition – Securing land or Resolutions of Support easements for the trail is a priority in 2009, building for completed plans in York and Gaston counties and taking advantage of softening in land pricing. A number of land projects are in the works that will leverage the Clean Water Management Trust Fund capital with private donations. • Communications – Execution of a comprehensive communications plan is important to keep the project visible and fresh in the communities. 9 Acquisition and Construction 92% Governing Board Ruth Shaw, Chair Duke Energy, Retired Executive, Mecklenburg Lynne Ford Wachovia, Executive Vice President, Mecklenburg Bernard Ackerman Bernard N. Ackerman, CPA, P.A., President, York Mike Mabry Lowe’s, EVP Logistics and Distribution, Iredell Philip Blumenthal The Blumenthal Foundation, Director, Mecklenburg Anna Spangler Nelson Wakefield Group, Partner, Mecklenburg Thomas Nelson National Gypsum Company Chairman, President and CEO, Mecklenburg Crandall Bowles Springs Industries, Inc., Chairman The Springs Company, Chairman, Mecklenburg, York Lane Ormand Physician, Community Leader, Union Amy Brinkley Bank of America, Global Risk Executive, Mecklenburg Sally Ormand Community Leader, Union Robert Brinkley Attorney, Community Leader, Mecklenburg Alex Rankin Concord Engineering, President, Cabarrus Stoney Sellars Technology Project Management Stonehunt, LLC, President, Mecklenburg Bill Carstarphen Pharr Yarns, President and COO, Gaston Carol Carstarphen Community Leader, Gaston James Whitton Whitton Distributors, Inc., Retired President, Rowan Steve Cummings Community Leader, Mecklenburg 10 Leadership Council Smoky Bissell Bissell Companies, Chairman, Mecklenburg William Grigg Duke Energy, Retired Executive, Mecklenburg Frank Bragg Bragg Financial Associates, Chairman, Mecklenburg Duke Kimbrell Parkdale Mills, Chairman, Gaston Todd Mansfield Crosland, Chief Executive Officer, Mecklenburg Ronnie Bryant Charlotte Regional Partnership, President, Mecklenburg Anne Springs Close Community Leader, York Jim Martin Former North Carolina Governor Carolinas Healthcare System, Vice President, Iredell Jerry Cochrane Community Leader, Lincoln Jerry McGee Wingate University, President, Union Michael Coltrane CT Communications, Retired Chair, Cabarrus Brownie Plaster Community Leader, Cleveland Harry Dalton Community Leader, York Carl Spangler Community Leader, Cleveland Alan Dickson The Dickson Foundation, President, Mecklenburg Bill Stanback Community Leader, Rowan Michael Tarwater Carolinas Healthcare System, President, Mecklenburg Harvey Gantt Gantt Huberman Architects, Principal, Mecklenburg Jim Woodward UNC Charlotte, Retired Chancellor, Mecklenburg 11 Advisory Council Jennifer Baptiste Anson County, Planning Director Bill McCarter Cleveland County, Planning Director Susan Britt York County, Planning & Development Services Jeff Michael UNC-Charlotte Urban Institute, Executive Director Tim Brown Town of Mooresville, Planning Director Dan Mikkelson City of Salisbury, Land Mgmnt. & Development Director Julie Clark Mecklenburg County, Greenway Services Director Lindsay Pettus Katawba Valley Land Trust, President Lindsey Dunevant Stanly County, Recreation Resources Director Al Sharp Centralina Council of Governments, Executive Director David Fogarty Gaston County, Cooperative Extension Director Ron Smith Iredell County, Planning Director Mary George Catawba County, Senior Planner Wanda Smith Union County, Parks & Recreation Director Erma Dean Hoyle Lincoln County, Parks & Recreation Director Harold Shapiro Catawba Council of Governments, Executive Director Mark Kincaid City of Concord, Senior Planner Jeff Updike Nation Ford Land Trust, Executive Director Jack Kiser City of Gastonia, Planning Director 12 Grants Committee Sally Ormand, Chair Community Leader, Union Bernard Ackerman Bernard N. Ackerman, CPA, P.A., President, York Mike Mabry Lowe’s, EVP Logistics and Distribution, Iredell Peter McKay Community Leader, Retired Tami Simmons Wachovia Corporation, SVP & Director of Corporate Philanthropy and Environmental Affairs Laura Smith Smith + Harbrecht, Founder and Principal FFTC Staff Liaison Brian Collier Foundation For The Carolinas, SVP - Community Philanthropy 13 Resolutions of Support 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97. 98. 99. 100. 101. 102. 103. 104. 105. 106. 107. 108. 109. 110. 111. 112. 113. 114. 115. 116. 117. 118. 119. 120. 121. 122. 123. 124. Albemarle Downtown Development Corp. Albemarle Rotary Club American Rivers Town of Badin City of Belmont City of Bessemer City Blacksburg Town Council Town of Boiling Springs Broad River Greenway, Inc. Centralina Council of Governments Cabarrus County Cabarrus County Tourism Authority Town of Catawba Catawba County Charlotte Chamber Charlotte-Mecklenburg Planning Commission Cherokee County Chamber of Commerce Cherokee County Council Cherokee County Development Board Cherokee Historical & Preservation Society, Inc. City of Cherryville City of Chester Chester Area United Way Chester County Chester County Chamber of Commerce Chester Development Association Chester County Friends of the Animals Chester County Historical Society Chester Healthcare Foundation Chester Rotary Club Chester County YMCA Chester County Zoning Board of Appeals City of Claremont Cleveland County Cleveland County Chamber of Commerce Greater Clover Chamber of Commerce City of Concord City of Conover Connect Gaston Town of Cramerton Town of Cornelius Town of Dallas Town of Davidson East Lincoln Betterment Association Town of Fort Lawn Town of Fort Mill City of Gaffney Gardner-Webb University City of Gastonia Gaston Community Healthcare Commission Gaston County Gaston Regional Chamber Gaston Together Gaston 2012 Gaston Urban Area Metro. Planning Organization Town of Great Falls Friends of the Animals Town of Harrisburg Healthy Cabarrus Town of Heath Springs City of Hickory Town of Indian Trail Iredell County 14 City of Kannapolis Katawba Valley Land Trust Kings Mountain Gateway Trail, Inc. Kings Mountain National Military Park Lake Wylie Marine Commission Lancaster County Limestone College Lewisville Preservation Society Lincoln County Board of Commissioners City of Lincolnton Lincolnton-Lincoln County Chamber of Commerce Lincoln Natural Resources Committee Lincoln Soil and Water Conservation City of Locust Town of Longview City of Lowell Town of McAdenville Town of Maiden Town of Marshville Village of Marvin Town of Matthews Mecklenburg County Health Department Mecklenburg County Park & Recreation Commission Mecklenburg-Union Metro. Planning Organization Town of Midland Town of Mineral Springs Town of Mint Hill Village of Misenheimer Town of Mooresville City of Monroe City of Mount Holly Town of Mount Pleasant Mountain Island Lake Marine Commission Mt. Holly Community Development Foundation Town of New London City of Newton North Carolina Wildlife Federation Olde English District Tourism Commission Overmountain Victory Trail Committee-Cherokee Partners for Parks Town of Pineville Probus Club of Lake Norman Greater Richburg Association Town of Richburg City of Rock Hill Rodman Oak Grove Community Center City of Salisbury See Lancaster City of Shelby Town of Stanfield Town of Stallings Stanly County Chamber of Commerce City of Statesville City of Tega Cay Town of Wadesboro Town of Waxhaw Town of Weddington Village of Wesley Chapel Town of Wingate York County York County Regional Chamber www.carolinathreadtrail.org Contact Information Catawba Lands Conservancy, Lead Agency Dave Cable, Executive Director [email protected] 704-342-3330 Ann Browning, Project Director [email protected] 704-376-2556 15
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