1. October 28, 2008 Community Foundation of the Ozarks works to enhance the quality of life for our citizens now and for future generations by building community endowments, meeting needs through grantmaking, providing leadership and promoting collaboration on community issues. The Harry Cooper Supply Company Campaign for the Ozarks Update for Affiliates

2. Thank you! Thank you to everyone who is participating in the Harry Cooper Supply Company Campaign for the Ozarks! Thank you to everyone who is participating in the Harry Cooper Supply Company Campaign for the Ozarks! Additionally, we would like to say a special thanks to Harry and John Cooper for making this challenge possible!

3. Presentation Preview 1. Purpose 2. Congratulations 3. Timeline 4. Second Phase 5. Final Push Strategies 6. Questions & Answers

4. The Purpose The purpose of the Community Foundation of the Ozarks Harry Cooper Supply Company Campaign for the Ozarks is to utilize a challenge grant program to strengthen regional community foundation affiliates by: Enhancing community grantmaking endowments; Establishing administrative/operations endowments; and Supporting appropriate and best practices by community foundation board of directors.

5. Congratulations! Seven Affiliate Community Foundations have already made their 2008 Challenge goal! Seven Affiliate Community Foundations have already made their 2008 Challenge goal!  Aurora  Bourbon  Community Foundation of SW MO, Inc.  Eldon  Marshfield  Mtn. Grove  Ozark County Total raised (as of yesterday): $652,651.83 Total raised (as of yesterday): $652,651.83 To date, $1.3 million in new grantmaking and administrative endowments have been created because of this program. To date, $1.3 million in new grantmaking and administrative endowments have been created because of this program.

6. Timeline/ Projected Timeline ► ► April 12, 2006 – Affiliate conference attendees agree by consensus to endorse the exploration of a comprehensive challenge grant program. ► ► August 16, 2006 – Community Foundation of the Ozarks board of directors adopts the following FY07 action plan item: Develop a strategic plan for a “Philanthropy Initiative Phase II,” a longitudinal effort to build administrative endowments, unrestricted endowment, and provide board development for the affiliated community foundations. ► ► February 23, 2007 – Regional committee meets in Branson to develop “P.I. Phase II” framework. ► ► March 7, 2007 – Regional Committee presents “P.I. Phase II” framework to Affiliate Conference attendees for review and input. ► ► May 16, 2007 – Regional Committee presents program proposal to C.F.O. board of directors for their approval. Board approves moving forward with Philanthropy Initiative Phase II. ► ► August 30, 2007 – Leadership Challenge Grant Pool is secured and program naming is finalized. ► ► December 31, 2007 – Secondary challenges are finalized, and participating community foundations declare intent to participate. ► ► December 31, 2008 – First Phase matching program deadline, second phase begins ► ► February 28, 2009 – Second phase matching program deadline and program completion.

7. Cooper Challenge: Second Phase Community Foundations who have successfully completed their Cooper Challenge goal by December 31 st will be eligible for participation in the second phase of the program. Community Foundations who have successfully completed their Cooper Challenge goal by December 31 st will be eligible for participation in the second phase of the program.

8. IRA Charitable Rollover The IRA Charitable Rollover is an excellent way for donors to help you reach your Cooper Challenge goals. 1. Donor must be at least 70 ½. 2. The check must be issued to the charity from the IRA custodian. 3. Contribution may be up to $100,000. 4. May be used to satisfy the required minimum distribution (RMD). 5. Effective for 2008 and 2009.

9. Final Push It is time to make the final push to achieve your Cooper Challenge goals. Let’s discuss ways you can achieve this goal! It is time to make the final push to achieve your Cooper Challenge goals. Let’s discuss ways you can achieve this goal!

10. Questions and Discussion Thank you for your participation! Thank you for your participation!