1. Community Foundation of the Ozarks and Springfield-Greene County Friends of the Library Building Assets for Libraries

2. Presented By: ► Bob Nulph  Springfield-Greene County Friends of the Library ► Julie Leeth  Community Foundation of the Ozarks

3. Friends of the Library  History of the Organization’s Founding  Purpose  Bylaws  Grant Fund Policy and Procedures

4. Friends of the Library Membership 1979-80 20 198419 1985181 1989248 2004639 20091165

5. Friends of the Library Fundraising Campaigns  Early attempts  Book sales ► mini sales ► semi-annual sales ► ‘friends night’ preview sales

6. Friends of the Library Sales  1985--$2,516  1990--$24,564  1995--$33,100  2000--$46,036  2005--$106,214  2008--$184,796

7. 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

8. Planned Giving  Historical transfer of wealth  Current economic conditions (security)  Tax advantages  Planned Gift Commitments make sense in a challenging economy

9. 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

10. A Review of CFO’s Role ► Fund management ► Administrative Support ► Complimentary Programming

11. Funds that can be Established at CFO ► Endowment Funds ► Capacity Building Funds Please contact Julie Leeth for more information (jleeth@cfozarks.org) jleeth@cfozarks.org

12. Questions and Answers

13. Thank you! This presentation will be archived at: http://www.cfozarks.org/essential-questions- series/