1. SHELBY COUNTY COMMUNITY FOUNDATION SHELBY COUNTY COMMUNITY FOUNDATION

2.  Community Foundations are the fastest growing form of philanthropy  Much different from a private foundation SHELBY COUNTY COMMUNITY FOUNDATION

3.  Long-term view toward investing in a community  Gifts will always be used for your intended purpose

4. What it is…  Tax-exempt public charity  Organized in 1995  Collection of many charitable funds  Funds range from a few thousand dollars to over $1 million  Governed by a volunteer local board  Affiliate of The Community Foundation of Louisville SHELBY COUNTY COMMUNITY FOUNDATION

5. A PHILANTHROPIC PARTNERSHIP SHELBY COUNTY COMMUNITY FOUNDATION SHELBY COUNTY COMMUNITY FOUNDATION Local leadership and oversight Local leadership and oversight Representation on selection committee Representation on selection committee Direct relationship with donor Direct relationship with donor “Back office” support “Back office” support Investment management Investment management Receive new gifts Receive new gifts Distribute grant requests Distribute grant requests

6. BOARD MEMBERS OF SHELBY COUNTY COMMUNITY FOUNDATION Dr. J. Howard Griffith, Chair Dr. J. Howard Griffith, Chair Ted Igleheart, Ted Igleheart, Vice Chair Kate Hinkle, Secretary Kate Hinkle, Secretary George Borders, Treasurer George Borders, Treasurer Leonard Ballard, CPA Leonard Ballard, CPA Jim Bradshaw Jim Bradshaw Mark Burks Mark Burks Pat Burnett Pat Burnett Dr. Jack Easley Dr. Jack Easley Jim Edelen Jim Edelen Willie Fleming Willie Fleming Lucy Long Lucy Long Jene Hedden Jene Hedden Hubert Pollett Hubert Pollett

7. Receive gifts Receive gifts Professionally manage assets Professionally manage assets Distribute grants from individual funds Distribute grants from individual funds Provide for the benefit and improvement of the Shelby County community Provide for the benefit and improvement of the Shelby County community Purpose SHELBY COUNTY COMMUNITY FOUNDATION

8. Why It’s Important to Remember Shelby County NonProfits 95% give to charity in life 95% give to charity in life 50% have Wills 50% have Wills 8% remember charity in Wills 8% remember charity in Wills Over 90% die without leaving a gift to charity in their Will Over 90% die without leaving a gift to charity in their Will

9. Moses Ruben ( 1885-1962) Moses Ruben ( 1885-1962) Local merchant Local merchant Since 1990 the Moses Ruben Fund has awarded over $836,500 to Shelby County nonprofits Since 1990 the Moses Ruben Fund has awarded over $836,500 to Shelby County nonprofits SHELBY COUNTY COMMUNITY FOUNDATION

10. Brig. Gen. Ronald R. Van Stockum (Ret.) Brig. Gen. Ronald R. Van Stockum (Ret.) 30-year career officer in Marine Corps 30-year career officer in Marine Corps Retired to farm in Shelby County Retired to farm in Shelby County Past President of SCCF Past President of SCCF Deeded out–of-state land to Community Foundation for Donor Advised Fund Deeded out–of-state land to Community Foundation for Donor Advised Fund Later, established 2 scholarship funds Later, established 2 scholarship funds

11. SHELBY COUNTY COMMUNITY FOUNDATION H. Augustus and Austine Barnett H. Augustus and Austine Barnett Pooled Income Fund provided payments for life Pooled Income Fund provided payments for life Remainder to SCCF as field of interest fund for Shelby County Remainder to SCCF as field of interest fund for Shelby County

12. SHELBY COUNTY COMMUNITY FOUNDATION Former Lt. Gov. Wilson Wyatt Former Lt. Gov. Wilson Wyatt Gifted Shelby Co. Farm Gifted Shelby Co. Farm Income for life to children, remainder to 4 designated endowment funds Income for life to children, remainder to 4 designated endowment funds

13. SHELBY COUNTY COMMUNITY FOUNDATION Judge Harold and Susie Saunders Fund Judge Harold and Susie Saunders Fund Designated for 2 Shelby County churches and the Shelby County Library Designated for 2 Shelby County churches and the Shelby County Library

14. SHELBY COUNTY COMMUNITY FOUNDATION ENDOWMENTS ENDOWMENTS Designated Designated Field of Interest Field of Interest Donor Advised Donor Advised Scholarship Scholarship Unrestricted Unrestricted

15. SHELBY COUNTY COMMUNITY FOUNDATION DEPOSITORY FUNDS DEPOSITORY FUNDS Short term, pass through Short term, pass through Use for current giving Use for current giving No fee, no minimum No fee, no minimum Great for using appreciated stock Great for using appreciated stock Can be used to establish endowment fund in life or at death Can be used to establish endowment fund in life or at death Henning and Mary Hilliard used remainder of Depository Fund to establish Unrestricted Endowment Fund at end of their lifetimes Henning and Mary Hilliard used remainder of Depository Fund to establish Unrestricted Endowment Fund at end of their lifetimes

16. Every fund has its own identity, donor(s) and philanthropic purpose(s). Every fund has its own identity, donor(s) and philanthropic purpose(s). You can tailor a fund to meet your needs. You can tailor a fund to meet your needs. Create a fund by gifts of: cash, real estate, appreciated securities, FLP shares; arranging for life income; or through your Will. Create a fund by gifts of: cash, real estate, appreciated securities, FLP shares; arranging for life income; or through your Will. SHELBY COUNTY COMMUNITY FOUNDATION

17. Funds have supported: American Red Cross American Red Cross Big Brothers and Big Sisters Big Brothers and Big Sisters Habitat for Humanity Habitat for Humanity Seven Counties Seven Counties Historical Society Historical Society Parks and Recreation Parks and Recreation Dorman Center Dorman Center Shelby County School System Shelby County School System and the list goes on... and the list goes on... §How does the SCCF benefit the community? SHELBY COUNTY COMMUNITY FOUNDATION

18. Helps You: Accomplish your charitable giving Accomplish your charitable giving Build community wealth for a common good Build community wealth for a common good Give to future generations Give to future generations Obtain maximum tax benefits Obtain maximum tax benefits SHELBY COUNTY COMMUNITY FOUNDATION

19. How can I get involved? Talk with your family and friends Talk with your family and friends Any individual, business or organization may create a grant-making fund with a minimum of $10,000 for most endowments Any individual, business or organization may create a grant-making fund with a minimum of $10,000 for most endowments Contribute any amount of cash, securities or real estate and add to it over the years Contribute any amount of cash, securities or real estate and add to it over the years It is as easy as making a phone call It is as easy as making a phone call SHELBY COUNTY COMMUNITY FOUNDATION

20. Rev. J. Howard Griffith, Chair 1000 Eminence Pike Shelbyville, Kentucky 40065 (502) 633-3345