Nonprofit news roundup, 07.18.14

Goal for new UNC-Chapel Hill campaign could total $4 billion

The University of North Carolina at Chapel Hill is preparing for a comprehensive fundraising campaign that could total as much as $4 billion, Business North Carolina reports.

Roger Perry, former chairman of the school’s board of trustees and a Chapel Hill developer, tells the magazine UNC is raising $250 million to $300 million a year but needs to be raising $350 million to $400 million.

The state provided 18 percent of UNC’s total revenue in 2013, down from 27 percent six years ago, the magazine says.

It says David Routh, UNC’s fundraising chief, envisions an eight-year campaign, including a two-year silent phase, when a quarter of the goal is typically pledged.

Foundation for Charlotte Jewish Community raises $9 million

Annual gifts to funds at Foundation for the Charlotte Jewish Community totaled just over $9 million in 2013, up from $8.4 million in 2012, its annual report says.

Net assets at the Foundation, which was formed in 1997 and is part of Foundation for the Carolinas and has its own board, grew to $97.9 million from $79.2 million.

Annual grants and distributions from funds at Foundation for the Charlotte Jewish Community totaled $2.8 million, down from $3.1 million in 2012.

Over the past five years, the share of assets the Foundation manages in donor advised funds has grown to 69.7 percent from 53 percent.

Over the same period, assets of the Foundation have doubled. And since 2010, gifts to existing and new funds at the Foundation have exceeded $8 million a year.

Foundation for the Charlotte Jewish Community also secured 98 legacy commitments in 2013 totaling an estimated $5.5 million from individuals and families to one or more Jewish organizations, up from $1.3 million in 2012.

The Foundation now is aware of legacy commitments totaling over $20 million.

Through additional support from the Harold Grinspoon Foundation, the Jewish Foundation will award incentive grants totaling $81,000 to each of the 10 community partner organizations of its Create Your Jewish Legacy program.

Fidelity Charitable, Schwab Charitable report growth

Fidelity Charitable and Schwab Charitable, two national donor advised funds, say grants from donors’ fund grew in the fiscal year that ended June 30.

Fidelity Charitable distributed nearly $2.3 billion in grants on behalf of donors in the fiscal year, up 23 percent from the previous fiscal year.

Donors contributed $3.9 billion to their donor advised funds, up 8 percent.

In the first six months of 2014, Fidelity Charitable says, it distributed over 250,000 grants recommended by donors that totaled nearly $1.1 billion, up 19 percent from grants it distributed in the first six months of 2013.

Donors contributed nearly $1.2 billion to Fidelity Charitable in the first six months of 2014, up 33 percent from the same period a year earlier, and the number of new charitable  accounts grew 41 percent.

Established in 1991, Fidelity Charitable has helped donors support over 180,000 nonprofits with nearly $17 billion in grants. Its assets under management totaled $12.9 billion on June 30.

Schwab Charitable says individuals holding funds granted $822 million in fiscal 2014 to over 34,500 charities, with the total value of those grants growing 38 percent from the previous year, when grants grew 10 percent.

The number of accounts at Schwab Charitable grew 17 percent in fiscal 2014, and assets under management totaled $6.4 billion on June 30.

Schwab Charitable has received over $9.8 billion in contributions and facilitated over $4.4 billion in grants to charities on behalf of its donors since it was formed in 1999.

Stolen promoted at CPCC Foundation

Vanessa Shelton Stolen, director of development and institutional advancement at the CPCC Foundation at Central Piedmont Community College in Charlotte, has been named the Foundation’s executive director institutional advancement.

Winston-Salem Foundation awards scholarships

The Winston-Salem Foundation has awarded 158 merit-based scholarships for the 2014-15 school year.  Over the past five years, the Foundation has given over $1 million in financial aid to local students.

ArtsGreensboro gets $100,000 grant

ArtsGreensboro has received a $100,000 “Our Town” grant from the National Endowment for the Arts for its Fabric of Freedom initiative, a multidisciplinary arts festival within the National Folk Festival that will highlight Greensboro’s leadership role in Americans’ quest for freedom and will be held in September 2015, 2016, and 2017.

Raleigh Rotary to celebrate 100th anniversary

The Rotary Club of Raleigh, North Carolina’s oldest civic organization, will celebrate its 100-year anniversary with a gala on August 1 at the Raleigh Convention Center.

The event will event will attended by Gov. Pat McCrory and Gary C.K. Huang of Taiwan, president of Rotary International, and will include a vignette by the Burning Coal Theater Company comparing a Rotary member from 1914 to one from today.

Triangle YMCA gears teens for college

YMCA of the Triangle hosted a day of college preparation for over 500 teens on July 17.

The YMCA’s the annual Clarence E. Lightner Y Achievers College Day, held at the McKimmon Center at North Carolina State University, included college prep workshops and mock college interviews.

During the 2013-14 academic year, 125 middle-school and high-school students participated in the Clarence E. Lightner Y Achievers program, which included community service projects and leadership-skills training.

Boundless Impact to hold global summit

Boundless Impact will host its inaugural Global Opportunities Summit on September 30 in the Triangle.

The event, to be held from 8 a.m. to noon at the North Carolina Biotech Center’s Hamner Conference Center, will convene leaders from business, economic development, education, government and nonprofits to create a global vision for Triangle.

Keynote speakers will be Madhu Beriwal, CEO of IEM, and Geoffrey Lang, vice president and general manager of global technology and operations at MetLife.

Methodist Home elects two board members

Chris McClure of Raleigh, government relations and policy advisor at Brooks Pierce, and Andy Willis of Cary, senior advisor to the CEO for the University of North Carolina Health Care System, have been elected to the board of directors of the Methodist Home for Children in Raleigh.

Bar Association gives $134,000

The North Carolina Bar Association Foundation has awarded 20 endowment grants totaling $134,107. The funding includes 15 statewide grants and five local and regional grants, including two local projects in Raleigh and one each in Charlotte, Winston-Salem and Turkey, N.C.

The grants support one judicial project, eight legal services projects, one law school clinic, three student mock trial competitions, two scholarship programs.

Since 1988, 596 endowment grants totaling over $4.7 million have been awarded.

Charlotte insurance-industry golf event to benefit cause of homelessness

Community Matters: Insurance Partners of Charlotte will hold its inaugural golf tournament at Pine Lake Country Club on July 21, with golfers bringing clothing and household items for individuals and families in need.

Preventing and addressing homelessness is the group’s goal this year. Its charity partners are Charlotte Family Housing and Crisis Assistance Ministry.

Smithfield gets $350,000 grant to build park, ball field

The Town of Smithfield was awarded a $350,000 grant from the North Carolina Parks and Recreation Trust Fund build a large natural park that allows children of all abilities to play together, and a baseball field designed for children with special needs.  With groundbreaking to begin in August, the park and ball field will be the only recreational space of its kind in Johnston County.

Mullen to head Innovation Institute at McColl Center

Sheila Mullen, a former business consultant and IBM executive, has been named director of the Innovation Institute at the McColl Center for Art + Innovation in Charlotte.

Mullen, who for six years has served on board of directors of the McColl Center, and chaired it in 2013, most recently was an executive consultant and wellbeing coach through her business, Continuous Motion Consulting.

Economic Developers Association elects president

C. Michael Smith, executive director of Statesville Regional Development, has been elected president of the North Carolina Economic Developers Association.

BCC Rally to benefit fight against breast cancer

BCC Rally, an all-volunteer nonprofit that raises funds and awareness to fight breast cancer, will host its 11th annual weeklong series of fundraising events Sept. 21-27 at Ballantyne Country Club in Charlotte. The series will feature a new event called Denim & Diamonds.

John Rex Endowment awards $1.25 million

The John Rex Endowment in Raleigh has awarded six three-year grants totaling over $1.25 million to the Wake County municipalities of Fuquay-Varina, Garner, Knightdale, Morrisville, Raleigh and Zebulon to create healthier environments for children by increasing access to healthy foods and active living opportunities.

Create a speech on a community issue

To help raise awareness about the need your nonprofit addresses, develop a speech that your CEO and board chair can deliver at civic events in your community.

Rather than touting your own nonprofit’s work and the difference you make, focus on a community problem, its causes and symptoms, and strategies and partnerships that are showing success in improving the lives of people affected by it.

Pressing community problems can be complex, often with deep roots and intertwined causes, and can be tough for people to understand.

So be clear about the genesis of the problem, its direct effect on people, and its indirect effect and implications for the community overall.

Help your audience understand the human cost of the problem. Give specific examples. Details matter.

Then book your CEO and board chair to speak at community events.

By speaking publicly about your cause, you will help raise awareness about an important community issue, become part of the community conversation, and help win supporters and partners for your organization.

Want help?

Philanthropy North Carolina is a consulting practice that provides writing and strategic communications support for nonprofits, foundations, colleges and universities, and others working for social good.

To find out more about hiring Philanthropy North Carolina to work with your organization to improve your communications, contact Todd Cohen at 919.272.2051 or

Alamance United Way aims to raise awareness

By Todd Cohen

BURLINGTON, N.C. — In the two years since she became the first director of community impact at United of Way of Alamance County, Heidi Norwick has been on a mission to build partnerships that focus on critical needs in the community.

Now, as its new president, Norwick aims to keep United Way in conversations and planning on community priorities, while also raising awareness about them helping the community understand the role United Way plays and its impact.

“We have a seat at important tables where problem-solving and the future of Alamance County is being discussed, and we want to continue to be that relevant organization that gathers resources from the community to help the community,” she says

Norwick, who served for 16 years as executive director of the Women’s Resource Center in Alamance County before joining United Way, became its president on July 1 to succeed Ronnie Wall, who also is Burlington’s mayor and resigned his United Way job.

A survey that North Star Marketing in Burlington conducted for United Way this spring found good public opinion of United Way but mixed understanding of its work.

Norwick says United Way will be working to continue to build community partnerships that focus on pressing issues; better engage volunteers and help them see United Way’s impact so they will invest their time and money; and use technology to share information about community needs and opportunities to get involved in fixing them.

In its 2013 annual fundraising campaign that began last fall and just ended, United Way raised nearly $1.7 million, falling short of its goal by less than $50,000.

Using funds raised in the campaign, which was chaired by Bill Gomory, senior vice president at BB&T, United Way will invest $656,000 in 40 health and human services programs at its 32 partner agencies, up from $606,000 last year.

In addition to supporting those programs, United Way has been involved in recent years in community initiatives that focus on hunger, children, education, homelessness and other issues related to poverty.

Nearly half the county’s population does not earn a living wage, Norwick says, and the unemployment rate is just over 6 percent among those actively looking for jobs.

“We have working class poor who get by, but there’s not enough to save money and really move forward,” she says. “We also hear from employers there are jobs but they need skilled workers to fill those jobs.”

For the past two years, United Way has administered the Voluntary Income Tax Assistance program, or VITA, that helps low-income people complete their tax returns and apply for refunds. This year, that effort generated over $300,000 in refunds.

After the shutdown last August of Loaves and Fishes, the county’s biggest food pantry, United Way compiled data on hunger in the county and convened meetings of other food pantries, churches and businesses.

In a county with an estimated 7,000 families a month turning to local food pantries, the Salvation Army has seen the number of families seeking food assistance surge to several thousand a month from several hundred, Norwick says.

United Way funded an additional position at Salvation Army to help handle the increase in demand, as well as an additional position at Allied Churches to handle higher demand at its pantry.

United Way also collected 70,000 pounds of food for the annual Stamp Out Hunger campaign sponsored by local postal workers.

In her role as director of community impact, Norwick has participated in the local homeless coalition, Children’s Executive Oversight Committee, and Vision Plan for Education.

Now, as it gears up for this fall’s campaign, to be chaired by Griffin McClure, owner of Green & McClure Furniture in Graham and America’s Best Mattress of North Carolina, United Way aims to focus its fundraising throughout the county and to work to engage more young professionals, Norwick says.

It has been talking with Elon University, Alamance-Burlington School System and Alamance County Area Chamber of Commerce on collaborating to better distribute information about volunteer opportunities and nonprofit services and job openings through the Community Council, a group United Way administers that includes a list serve and monthly meetings about community issues.

United Way also will be a using a new tagline — “What Our Community Needs … Is You” — that has been adopted by United Way Worldwide.

 “We want to continue to work with those partnerships we have with larger employers and small businesses, the faith community and every nook and cranny we can find,” Norwick says, “with the message of what we do and how we impact the lives of people in our community.”

Community foundations see growth in assets, gifts, grants

Assets of community foundations in the U.S., as well as gifts to them and grants from them, all grew in 2013 compared to 2012, a new report says.

Assets grew at nearly all the 285 community foundations surveyed, and 90 percent of those foundations now manage assets that exceed levels in 2007 before the economy collapsed, says Guideposts for  Growth and Aspirations, a report from the Council on Foundations and CF Insights.

It says donor advised funds continue to drive growth and grantmaking for community foundations, representing roughly 40 percent, on average, of total gifts they receive and grants they make.

Administrative fees continue to represent the most significant revenue source for community foundations, the report says, and operating budgets to continue to grow as community foundations invest more in staff and leadership.

Assets, gifts, grants

Total assets of community foundations grew to $66 billion in 2013, up from $58 billion in 2012.

Total gifts to community foundations grew to $7.5 billion from $6.9 billion, while while total grants they made grew to $4.9 billion from $4.5 billion.

Assets grew 15 percent for community foundations, regardless of the size of their total assets.

While big gifts can have a big impact on the average change in assets for community  foundations, the report says, overall there was no change in average gifts between 2012 and 2013.

However, assets grew 12 percent for foundations with more than $250 million in assets, while they fell 7 percent for foundations with $50 million to $249 million in assets, and grew less than 1 percent for foundations with less than $49 million in assets.


Grants from community foundations grew 11 percent for those with assets of more than $250 million, 13 percent for those with assets from $50 million to $249 million, and 9 percent for those with assets of less than $49 million.

Grants grew for nearly half of community foundations surveyed, and fell for roughly one-fourth.

Compared to assets and gifts to community foundations, grants tend to be steadier from year to year because of the impact of spending policies applied to endowed assets, the report says, , although the prevalence of non-endowed donor advised funds under management also can have an impact.

Donor advised funds

Community foundations surveyed hold more donor advised fund assets than Fidelity Charitable, Schwab Charitable and Vanguard Charitable — the three largest national providers of donor advised funds, the report says.

Community foundations held $20.3 billion in donor advised funds in 2013, up from $16.3 billion in 2012, compared to $18.78 billion in 2013 held by the three national donor advised funds, up from $13.6 billion in 2012.

While national donor advised funds received $6.6 billion in gifts in 2013, compared to $4.3 billion in gifts to the donor advised funds at community foundations, total grants from the two groups were similar — $2.9 billion from the national donor advised funds, compared to $2.6 billion from donor advised funds at community foundations.

Administrative fees

Administrative fees still provide the most significant revenue source for community foundations, regardless of asset size, the report says.

Still, it says, larger community foundations, or those with assets of more than $250 million, depend more heavily on revenue from administrative fees than do smaller community foundation, which count on other revenue streams like fundraising and disbursements from operating endowment and reserves.

Administrative fees represented 75 percent of $5.9 million in average total revenue at community foundations with over $250 million in assets, 73 percent of average total revenue of $1.5 million at community foundations with $50 million to $249 million in assets, and 61 percent of average total revenue of $447,000 at community foundations with up to $49 million in assets.

Operating  capacity

Over three-fourths of community foundations surveyed invested more in their operating expenses in 2013 than in the previous year.

And operating budgets that grew at community foundations operating budget increased 17 percent on average.

The share of community foundations that increased their operating budget grew to 77 percent in fiscal 2013 from 72 percent in fiscal 2012 and 2011, 48 percent in fiscal 2010, and 54 percent in fiscal 2009.

Spending on staff

Costs associated with staff salaries and benefits represented roughly two-thirds of total  community foundation expenses in fiscal 2013, on average, regardless of asset size.

Average staff size, and staff costs as a share of total costs, were 39 and 64 percent, respectively, at community foundations with over $250 million in assets, 12 and 62 percent at community foundations with $50 million to $249 million in assets, and 4 and 61 percent at community foundations with less than $49 million in assets.

Todd Cohen

Nonprofit news roundup, 07.11.14

Six North Carolina community foundations among 100 largest in U.S.

Foundation for the Carolinas in Charlotte is the 11th-largest community foundation in the U.S., with $1.25 billion in assets in 2013, according to the FY 2013 Columbus Survey of Community Foundations from CF Insights.

Foundation for the Carolinas is one of six community foundations in the state that ranked in the top 100.

Other North Carolina community foundations in the top 100, along with their rank and assets in 2013, are The Winston-Salem Foundation, 44, $359.3 million; Community Foundation of Western North Carolina in Asheville, 67, $211.5 million; North Carolina Community Foundation in Raleigh, 81, $171.2 million; Community Foundation of Greater Greensboro, 82, $164.1 million; and Triangle Community Foundation in Durham, 90, $160.6 million.

The top three community foundations in the U.S. are Silicon Valley Community Foundation, with $4.73 billion in assets; Tulsa Community Foundation, with $3.98 billion; and The New York Community Trust, with $2.44 billion.

Davidson tops peers in annual fund, alumni participation

Davidson College says that in fiscal 2014, for the 12th straight fiscal year, 58 percent of its alumni contributed to the school, nearly all of them to the annual fund.

In fiscal 2013, Davidson raised $17 million for its annual fund, up 21.14 percent from fiscal 2012. In dollars raised for its annual fund, and in engagement of alumni, Davidson ranks first in its peer group of national liberal arts colleges such as Amherst, Middlebury, Washington and Lee, Wesleyan and Williams.

Davidson says those results are a direct result of a shift in its fundraising strategy, moving away from a traditional approach using a call center, direct mail, and volunteer management to a more deliberate focus in alumni giving on “impact” through “enhanced experiential learning opportunities,” expanded summer internships, and more resources for financial aid.

SECU Family House in Winston-Salem serves 10,000th guest

Nearly three years after opening, the SECU Family House in Winston-Salem is serving its 10,000th guest.

The SECU Family House, a 45-bedroom hospitality house that opened in September 2011, has cared for patients and their caregivers from 84 North Carolina counties and 31 states who traveled to Winston-Salem for medical care.

The top five counties SECU Family House serves are Catawba, Caldwell, Wilkes, Watauga and Ashe.

Stokes joins American Red Cross

Brandon Stokes, former director of major gifts and corporate partnership at Saint Augustine’s College, has joined the American Red Cross in Raleigh as major gifts officer.

Dollar promoted at Community Foundation of Western North Carolina

Virginia Dollar, program officer at Community Foundation of Western North Carolina in Asheville, has been promoted to senior program officer.

The Foundation, which serves 18 counties in Western North Carolina, facilitates over $11 million in charitable giving annually.

Children’s Home Society gets $75,000

The Children’s Home Society has received a $75,000 grant from The Leon Levine Foundation in Charlotte to match new, increased and lapsed donations and fund child welfare programs in Mecklenburg, Cabarrus, Cleveland, Gaston, Lincoln, Stanly and Union counties.

Smith Moore Leatherwood teams with Salvation Army

The Salvation Army in Greensboro is working with the Meals on Heels program at law firm Smith Moore Leatherwood to accept canned good donations at the Greensboro Grasshoppers game on July 31 at NewBridge Bank Park.

Donations will be accepted between 6:30 p.m. and 7:30 p.m. at a table located outside the ball park’s Plaza Entrance.

Meals on Heels brings Smith Moore Leatherwood women attorneys and Triad business women together for events that aid the hungry.

High Point United Way to hold annual meeting

United Way of Greater High Point will hold its annual meeting July 30 from 11:30 a.m. to 1 p.m. at the High Point Country Club.

Film festival aims to raise $30,000 for Levine Children’s Hospital

The Joedance Film Festival aims to raise $30,000 this year to benefit Levine Children’s Hospital in Charlotte, up from $20,000 last year and $2,800 two years ago, its inaugural year.

The festival, will be held August 1-2 in Uptown Charlotte’s Fourth Ward, honors the late Joe Restaino and works to raise awareness and funds for rare pediatric cancer research, specifically sarcomas, blastomas and brain tumors, raised $2,800 two years ago for Levine Children’s Hospital.

It raised $20,000 last year and aims to raise $30,000 this year.

Senior PharmAssist names new board members

Senior PharmAssist, a nonprofit in Durham that provides medication assistance and Medicare insurance counseling, had added five new members to its board of directors. They include Thomas Bacon, adjunct professor and research fellow at The Cecil G. Sheps Center for Health Services Research at UNC-Chapel Hill; Laura Hanson, professor of geriatric medicine and director of the UNC Palliative Care Program at UNC-Chapel Hill; Diane Wright, a social worker; Catherine Crumpton, pharmacist and owner of Alizarin Gallery; and Charles Wilson Jr., owner and president of  C.T. Wilson Construction Co.

Amy Csorba will serve as board president for fiscal 2015.

Wake Habitat names new board members

Habitat Humanity of Wake County has elected four new members to its board of directors.  They include Adam Buchanan, tax partner at Hughes Pittman & Gupton; Mark E. “Rick” Richardson III, vice president and associate general counsel at GlaxoSmithKline; and the Rev. Jose Luis Villasenor, pastor at the Fiesta Cristiana campus of  Apex United Methodist Church.

John S. Towles, senior vice president and client development officer at Paragon Commercial Bank, was elected board president.

Thompson receives accreditation

Thompson, a Charlotte-based provider of clinical and prevention services for children and families in the Carolinas, has earned the Gold Seal of Approval for accreditation from The Joint Commission by demonstrating compliance with its national standards for health care quality and safety in behavioral health care.

Keep in touch with donors

The best donor prospects can be donors who already have given to your nonprofit. So stay connected with donors on a regular basis through communications that are meaningful and engaging.

You do not need to blanket donors with lots of information all the time.

Be selective, and make your communications count.

When you first receive a gift, however large or small, make sure to thank the donor quickly and personally, confirming that you received the gift, and explaining what it will be used for and the impact it will have.

And treat that thank-you note as the first step in cultivating the next gift and building a lifelong relationship with the donor.

Then get to know the donor. Send a short survey to find out more about the donor’s interests and needs. Ask for permission to send additional information, such as your regular newsletter, annual report and email alerts on issues the donor cares about.

And ask to visit the donor. When you do visit, ask questions that help you better understand the donor. And bring materials about your nonprofit to leave behind.

By communicating with donors often and in a meaningful way, you can build relationships that will help donors see the value and impact of your work, engage them and help inspire their support.

Want help?

Philanthropy North Carolina is a consulting practice that provides writing and strategic communications support for nonprofits, foundations, colleges and universities, and others working for social good.

To find out more about hiring Philanthropy North Carolina to work with your organization to improve your communications, contact Todd Cohen at 919.272.2051 or