The Nebraska Community Foundation works with community, organizational and donor-advised affiliated funds serving 250 communities located in 80 counties. NCF and its affiliated funds have reinvested $269 million in Nebraska since 1994.
One of the first marketing tools an affiliated fund needs is a simple fact sheet. Your Fund Advisory Committee will need accurate information as it begins to reach out to people in the community. The design of the fact sheet can be very simple, as long as it looks neat and professional. Start by asking simple questions. Below are some examples, along with some ideas about how to frame-up your first answers. You will want to include specific information about your own affiliated fund. You do not need to include all of the information below. Choose elements that will help you best describe your affiliated fund to your community.
NCF has developed a template Fact Sheet to help you create a useful document you’re your affiliated fund. Use pictures of your community and your grants at work if possible. Please contact us for more information.
Example Fact Sheet
The Hometown Community Foundation Fund is (you may want to insert your mission statement here). Hometown Community Foundation Fund is an affiliated fund of the Nebraska Community Foundation. We are a charitable organization working to improve the quality of life and create opportunities for prosperity in Hometown and the surrounding area. We have created an endowment, which is like a community savings account, to support community projects, programs and people.
We address the needs of our community and invest in its future by providing a way for our people to give back to their community. We encourage people from all walks of life to make tax-deductible contributions, both large and small. We collaborate with other organizations to identify and support projects, programs and people who are helping to build the kind of community where our children can choose to live, work and raise their families. We are using philanthropy today as a tool for building a prosperous future for Hometown.
The greatest threat we face is the loss of local resources that helped to build our community from the start: capital investments, businesses, jobs, young people who are tomorrow’s leaders, and importantly, intergenerational wealth. Many of today’s senior citizens no longer have heirs who live in the area. This means that when the older generation passes on, the wealth they have built through a lifetime of work—in the form of land, retirement funds and other assets—often passes to heirs who no longer are connected to our community. The HomeTown Community Foundation Fund provides a way for our people to give back to the community that has been an important part of their lives. It is an opportunity for them to consider their community as another child when planning their estate.
(You can find the data for your own community or county in the Transfer of Wealth section.)
In the next several decades, Hometown/County will experience an estimated $1.6 billion in wealth transfer from the current to the next generation (or roughly $32.7 million annually on average). The peak year of this transfer is in 2015.
Over the next five years (using annual averages), an estimated $163.4 million will transfer. If just 5% were gifted locally, an endowment of $8.2 million could be built. Assuming a 4% annual payout (allowing the endowment to grow), $327,000 would be available each and every year for community investments. Think of the ways we could build a better community by achieving this goal!
We are encouraging everyone to make a “habit of giving back” to the community. We invite everyone, current residents and people who have moved away, to make gifts to our community, both large and small. Each year, a portion of those contributions are placed in a permanent endowment, which is invested to create a source of funding for annual grants to improve the community. The endowment will be held and invested in perpetuity, creating an asset for the community that will remain for generations to come. Some contributions are used to support a number of current community needs: our senior center, our non-profit childcare center, training for businesses, youth leadership classes, and much more. Organizations apply for the grants and only those that have important, long-term impact are funded.
Hometown Community Foundation Fund was formed in year by a group of citizens who were committed to building a bright future for Hometown. Fill in any specific historical information, such as a challenge grant, a bequest, or some other impetus.
With today’s technology, our young people can choose to live and work almost anywhere in the world, including right here in Hometown. According to surveys conducted by the Nebraska Community Foundation, more than half of the young people who live in small towns would prefer to return home to work and raise their families if career opportunities were available. And more than 40% would like to own their own business someday. It is our job to make this possible. We must invest in Hometown in ways that make it a place where the next generation can rediscover the good life we have always enjoyed.
The Hometown Community Foundation Fund is an affiliated fund of the Nebraska Community Foundation (NCF) and is governed by an all-volunteer group of local Fund Advisory Committee members. NCF serves nearly 200 similar affiliated funds located across the state. Working with NCF enables us to reduce administrative costs and provides access to financial and legal services, training and education, marketing services and gift planning assistance. This means that more of every dollar received in donations benefits the Hometown community. More information about NCF and its family of affiliated funds is available at http://www.nebcommfound.org.
Members of the Fund Advisory Committee serve three-year terms. Current members include the following individuals:
Name Phone E-mail
Name Phone E-mail
Name Phone E-mail
There are many ways to contribute, and all gifts are tax-deductible: We can accept gifts of cash or pledges over a multi-year period, appreciated property, life insurance, bequests in wills. Our affiliation with the Nebraska Community Foundation makes it possible to give gifts of real estate, grain, livestock and more. You can even give a gift that provides a guaranteed income and tax savings through a gift annuity or a charitable remainder trust. We would be happy to visit with you and your financial advisor if you are interested in planning a gift to our community.
City, State Zip
Dale Zadina has lived and farmed in Valley County all of his life. Dale’s grandfather homesteaded in the area, and the land has been in the family for more than 100 years.
Dale made a significant gift to the Fund’s unrestricted endowment using a Charitable IRA Rollover.Read more →