Information Packet for Potential Donors Creighton Community Foundation November 2005 In this file, you will find a variety of the materials that the Creighton Community Foundation provided potential donors they targeted to help them meet a $50,000 match challenge. Any materials that have an asterisk (*) were in the packet but are not included in this file because they do not specifically refer to the challenge. We include them on the list so that you can know what a full packet for challenge donors might include beyond the challenge material. Content List Fact Sheet on Hunt Challenge Grant Case Statement Needs and Opportunities for Creighton Endowment for What sheets (HTC)* Spreadsheet of Endowment earnings and distributions Short term Goal = $200,000 Long term Goal = $1,500,000 Pyramid of Gifts Creighton Community Foundation brochure* Founders Club brochure* Commitment Card NCF Annual Report* Also included Sample Script for Donor Visitations packet in hand!
Fact Sheet The Robert and Jeanette Hunt Community Fund Announces Challenge Grants for Building Community Endowments The Robert and Jeanette Hunt Community Fund, an affiliated fund of the Nebraska Community Foundation, has been established to make available a number of challenge grants of up to $50,000 per community. These challenge grants are intended to build endowments within selected communities served by Great Plains Communications, Inc. The purpose of the challenge grants and the endowments is to support long-term community development and community-sustainability activities, as opposed to supporting brick and mortar building projects. These challenge grants must be matched by the participating communities on at least a 3-1 basis within a three-year timeframe. Once the endowments are established, the proceeds from these endowments will be used to fund community development efforts, which ideally will lead to community population growth, job creation, additional wealth retention and ongoing local leadership capacity. These efforts may include support for local entrepreneurs who are starting, growing or transitioning businesses; strategies to engage youth or support youth retention; programs to develop local leadership and strengthen community capacity, including workforce development; and educational efforts intended to create an awareness of the need for additional contributions to the local community foundation The terms of the grant include an initial challenge grant of $25,000, which is to be matched by generation of $75,000 from donors in the community within a one-year period. The Robert and Jeanette Hunt Community Fund will also award an additional $5,000 for every increment of $15,000 raised from donors in the community, during a three-year period, up to $25,000. The goal is to have a total contribution from the Robert and Jeanette Hunt Community Fund of $50,000 and a local match of $150,000. The result will be an endowment for the community of at least of $200,000. Proceeds from endowments that size are expected to generate approximately $10,000. This amount would be made available annually for grant-making purposes for the local communitybuilding efforts described above.
CASE STATEMENT To improve the quality of life in the Creighton area by connecting donors with local needs and opportunities. The Creighton Community Foundation, an affiliated fund of the Nebraska Community Foundation, has been established to grant funds to: 1. Invest in People -Leadership Development - To build future leaders for our hometown. -Education - To enhance K-12 programs for students and teachers. -Scholarships Investing in Traditional and Non-Traditional Students -Young People / Young Families Involving them in the Community. Provide reasons for young people to live and work here. -Entrepreneurship and Business Development To keep our downtown alive. Support and grow small businesses-provide better employment opportunities. -Senior Citizens Provide services and a quality of life that allows our elders to live here the rest of their lives. 2. Building and Maintaining Physical Assets -Community Centers -Health Care Facilities -Public Safety Fire and Rescue -Public Library -Swimming Pool -City Parks 3. Improve Quality of Life -Recreational Programs -Fine Arts -Trees and Landscaping -Disaster Relief 4. Preserve our Heritage -Historic Society -Tourism Promotion
Beginning Ending Community Hunt Family Endowment Annual Annual $ Annual % Annual $ Endowment Year Match Grant Principle % Return Earnings Distribution Distribution Principle ENDOWMENT BUILDING SCENARIO -- $200,000 GOAL The Robert and Jeanette Hunt Community Fund Challenge Grant for the Creighton Community Foundation 1 $ 75,000.00 $ 25,000.00 $ 100,000.00 8.00% $ 8,000.00 5.00% $ 5,000.00 $ 103,000.00 $ 15,000.00 $ 5,000.00 $ 123,000.00 8.00% $ 9,840.00 5.00% $ 6,150.00 $ 126,690.00 $ 15,000.00 $ 5,000.00 $ 146,690.00 8.00% $ 11,735.20 5.00% $ 7,334.50 $ 151,090.70 2 $ 15,000.00 $ 5,000.00 $ 171,090.70 8.00% $ 13,687.26 5.00% $ 8,554.54 $ 176,223.42 $ 15,000.00 $ 5,000.00 $ 196,223.42 8.00% $ 15,697.87 5.00% $ 9,811.17 $ 202,110.12 3 $ 15,000.00 $ 5,000.00 $ 222,110.12 8.00% $ 17,768.81 5.00% $ 11,105.51 $ 228,773.43 4 $ 228,773.43 8.00% $ 18,301.87 5.00% $ 11,438.67 $ 235,636.63 5 $ 235,636.63 8.00% $ 18,850.93 5.00% $ 11,781.83 $ 242,705.73 6 $ 242,705.73 8.00% $ 19,416.46 5.00% $ 12,135.29 $ 249,986.90 7 $ 249,986.90 8.00% $ 19,998.95 5.00% $ 12,499.35 $ 257,486.51 8 $ 257,486.51 8.00% $ 20,598.92 5.00% $ 12,874.33 $ 265,211.10 9 $ 265,211.10 8.00% $ 21,216.89 5.00% $ 13,260.56 $ 273,167.44 10 $ 273,167.44 8.00% $ 21,853.39 5.00% $ 13,658.37 $ 281,362.46 11 $ 281,362.46 8.00% $ 22,509.00 5.00% $ 14,068.12 $ 289,803.33 12 $ 289,803.33 8.00% $ 23,184.27 5.00% $ 14,490.17 $ 298,497.43 13 $ 298,497.43 8.00% $ 23,879.79 5.00% $ 14,924.87 $ 307,452.36 14 $ 307,452.36 8.00% $ 24,596.19 5.00% $ 15,372.62 $ 316,675.93 15 $ 316,675.93 8.00% $ 25,334.07 5.00% $ 15,833.80 $ 326,176.20 16 $ 326,176.20 8.00% $ 26,094.10 5.00% $ 16,308.81 $ 335,961.49 17 $ 335,961.49 8.00% $ 26,876.92 5.00% $ 16,798.07 $ 346,040.34 18 $ 346,040.34 8.00% $ 27,683.23 5.00% $ 17,302.02 $ 356,421.55 19 $ 356,421.55 8.00% $ 28,513.72 5.00% $ 17,821.08 $ 367,114.19 20 $ 367,114.19 8.00% $ 29,369.14 5.00% $ 18,355.71 $ 378,127.62 $ 150,000.00 $ 50,000.00 $ 278,523.65 Prepared by Doug Friedli Updated 9/27/05
Beginning Ending Community Hunt Family Endowment Rate of Annual $ Payout Annual $ Endowment Year Donations Grant Principle Return Earnings Rate Distribution Principle 1 $ 75,000.00 $ 25,000.00 $ 100,000.00 8.00% $ 8,000.00 5.00% $ 5,000.00 $ 103,000.00 $ 15,000.00 $ 5,000.00 $ 123,000.00 8.00% $ 9,840.00 5.00% $ 6,150.00 $ 126,690.00 $ 15,000.00 $ 5,000.00 $ 146,690.00 8.00% $ 11,735.20 5.00% $ 7,334.50 $ 151,090.70 2 $ 15,000.00 $ 5,000.00 $ 171,090.70 8.00% $ 13,687.26 5.00% $ 8,554.54 $ 176,223.42 $ 15,000.00 $ 5,000.00 $ 196,223.42 8.00% $ 15,697.87 5.00% $ 9,811.17 $ 202,110.12 3 $ 15,000.00 $ 5,000.00 $ 222,110.12 8.00% $ 17,768.81 5.00% $ 11,105.51 $ 228,773.43 4 $ 75,000.00 $ 303,773.43 8.00% $ 24,301.87 5.00% $ 15,188.67 $ 312,886.63 5 $ 100,000.00 $ 412,886.63 8.00% $ 33,030.93 5.00% $ 20,644.33 $ 425,273.23 6 $ 150,000.00 $ 575,273.23 8.00% $ 46,021.86 5.00% $ 28,763.66 $ 592,531.43 7 $ 150,000.00 $ 742,531.43 8.00% $ 59,402.51 5.00% $ 37,126.57 $ 764,807.37 8 $ 150,000.00 $ 914,807.37 8.00% $ 73,184.59 5.00% $ 45,740.37 $ 942,251.59 9 $ 250,000.00 $ 1,192,251.59 8.00% $ 95,380.13 5.00% $ 59,612.58 $ 1,228,019.14 10 $ 250,000.00 $ 1,478,019.14 8.00% $ 118,241.53 5.00% $ 73,900.96 $ 1,522,359.71 11 $ 1,522,359.71 8.00% $ 121,788.78 5.00% $ 76,117.99 $ 1,568,030.50 12 $ 1,568,030.50 8.00% $ 125,442.44 5.00% $ 78,401.53 $ 1,615,071.42 13 $ 1,615,071.42 8.00% $ 129,205.71 5.00% $ 80,753.57 $ 1,663,523.56 14 $ 1,663,523.56 8.00% $ 133,081.88 5.00% $ 83,176.18 $ 1,713,429.27 15 $ 1,713,429.27 8.00% $ 137,074.34 5.00% $ 85,671.46 $ 1,764,832.15 16 $ 1,764,832.15 8.00% $ 141,186.57 5.00% $ 88,241.61 $ 1,817,777.11 17 $ 1,817,777.11 8.00% $ 145,422.17 5.00% $ 90,888.86 $ 1,872,310.42 18 $ 1,872,310.42 8.00% $ 149,784.83 5.00% $ 93,615.52 $ 1,928,479.74 19 $ 1,928,479.74 8.00% $ 154,278.38 5.00% $ 96,423.99 $ 1,986,334.13 20 $ 1,986,334.13 8.00% $ 158,906.73 5.00% $ 99,316.71 $ 2,045,924.15 $ 1,275,000.00 $ 50,000.00 $ 1,102,223.55 Prepared by Doug Friedli Updated 11/2/05 ENDOWMENT BUILDING SCENARIO -- $1,500,000 GOAL The Creighton Community Foundation An affiliated fund of the Nebraska Community Foundation
Gift Pyramid Goal by December 2008 1 @ $50,000 $50,000 2 @ $25,000 $50,000 3 @ $10,000 $30,000 4 @ $5,000 $20,000 50 @ $1,000 $50,000 $200,000 Goal Cash & Pledges Received as of December 1, 2005 1 @ $50,000 $50,000 0 @ $25,000 $0 1 @ $10,000 $10,000 0 @ $5,000 $0 5 @ $1,000 $5,000 $65,000 Expectancies as of December 1, 2005 1 @ $40,000 $40,000 CGA
Creighton Community Foundation Creighton, Nebraska Planning for the Future! Yes, I would like to contribute to the Creighton Community Foundation o Sign me up as a Founder of the Creighton Endowment Fund. I am sending $1,000 now. I am sending $333 now and pledge the remainder over the next two years. I pledge an automatic withdrawal of $27.78 per month for three years. I am sending/pledging a donation of $ o I want to help with meeting the Challenge grant I am sending $ now I am sending $ now and pledge $ over the next three years. I pledge an automatic withdrawal of $ per month for three years. I am pledging a donation of $ to be paid by December 2008. o I would like more information on including the Creighton Community Foundation in my will or estate planning. o I have already included Creighton in my will or estate planning. Name: Address: City: State: Zip: Telephone: e-mail: The Creighton Community Foundation has 501(c)3 charitable status as an affiliate of the Nebraska Community Foundation. All gifts are tax deductible. Creighton Community Foundation PO Box Creighton, NE 68729
Ideas for a Script for Donor Visitations December 2005 Fundraising for Creighton Community Foundation Thank you for giving us a few minutes of your time today. We d like to share an opportunity that has been given to our community of Creighton. We ve been issued a challenge by the Hunt Family (the owners of Great Plains Communication). They will grant us $50,000 if we can raise $150,000 during the next three years. The result would be a $200,000 Endowment that would produce earnings of approximately $10,000 per year that will be granted back to the community by the Creighton Community Foundation. We wanted to discuss this opportunity with you because we respect your opinion and advice. Do you think this is possible? Would you consider helping us (with time, talents, treasure)? Who else would you recommend we visit with? Would you introduce us? Our long term goal is to continue to grow this endowment. The foundation enables us to accept gifts of all kinds of property (stocks, bonds, real estate) and planned gifts (wills, estates, life insurance, retirement accounts). Those of us who live in Creighton or grew up in Creighton know the value of our town. We d like to keep Creighton on the map. Our forefathers built this town, our parents maintained it, now we have a chance (some say an obligation) to build it and grow it. Our goal is to make our town attractive for families with young children to choose to move to Creighton. Those young families will be our future. We wanted to show you this opportunity today. It is a way people can give a little bit back to Creighton, a place that is near and dear to a lot of us. I have personally given (pledged) $ toward this effort. Every dollar counts we hope you can join us in this effort.