2 0 1 3 - 2 0 1 4 A N N U A L R E P O R T

GREEN • LAFAYETTE COUNTIES

Legaciesin Action

Dear Friends,

Helping individuals, families and organizations create charitable legacies for their

communities is why the Community Foundation of Southern Wisconsin was created

in 1992. In this year’s annual

report, we are pleased to

celebrate a few of our donors’

legacies in action.

We also celebrate a year

of milestone growth and

change for our organization.

The growth is in our numbers:

assets nearly $43 million in

2013-2014 and investments

in our communities in the form

of grants and scholarships

jumping to well over $2 million.

The change is in our leadership. After an outstanding 12 years as executive director, Sue

Conley, left the organization at the end of the 2013-2014 fiscal year. Sue’s legacy at the

Community Foundation is extensive, but there’s no doubt that her integrity and her

commitment to the highest ethical standards for community foundations are at the very

top of her accomplishments here. Thank you, Sue!

At the same time, we are delighted to welcome the energy of our new executive director,

Ann Heiden, and look forward to the legacy that she will create in the years ahead.

Welcome Ann!

Steve SheifferBoard Chair

For more than 22 years theCommunity Foundation ofSouthern Wisconsin has

helped our neighbors improvethe quality of life in nine

Wisconsin counties:Crawford, Grant, Green,

Iowa, Lafayette, Rock, Sauk,Vernon and Walworth.

For Good. For Ever

Total Assets

$42.9 millionNumber of Funds

599Total Grants Awarded

$1.7 millionNumber of Grants

688Total Scholarships Awarded

$707,107Number of Scholarships

432

2013-14 AT A GLANCE

TABLE OF CONTENTSDeppeler Gifts Create Legacies in Monroe ....................3Jane Lysaght Memorial Fund ...........................................4Erickson Wetlands Restoration.........................................4Darlington Excellence in Education Fund........................5New Funds ........................................................................6Spirit of Philanthropy Awards...........................................7Advised Funds/ Ways to Give...........................................8Heritage Society................................................................92013-14 Financial Summary ..........................................10Board of Directors...........................................................11

2 LEGACIES IN ACTION�

Legacies In ACTION

Sue Conley, Steve Sheiffer and Ann Heiden

Albert and Marion Deppeler lived andworked their whole lives in Green County.When they died, the community where theyhad spent their adult lives was not forgotten.But it was surprised.

Albert spent his adult life building areputation as a master cheesemaker inMonroe and later operated a timber business.

Marion worked for many years as a maternitynurse and kept the books for the familybusinesses. They were known as hard-working, frugal, and community-minded, butnot necessarily wealthy. So it was a surprisewhen it was revealed that the Deppelers hadleft nearly half of their $6 million estate toten local organizations including the GreenCounty Historical Society and the MonroeArts Center. Each organization is receivingclose to $250,000.

“It’s such a godsend to us,” said Matt Figi,who serves as treasurer, volunteer archivistand newsletter editor for the Green CountyHistorical Society. “Up until this time thelargest gift we had ever received was $5,000.”

The Deppeler gift allowed the HistoricalSociety to establish an endowment fund withthe Community Foundation for continuoussupport of their operations. “It will be used

to maintain the museum programming andpreserve documents and photographs of thehistory of Green County,” said Figi.

The Monroe Arts Center (MAC), inaccordance with a long-held policy onbequests, deposited their entire gift into theendowment fund they have held at theCommunity Foundation since 1998. Overthe years, the fund’s earnings have providedthousands of dollars of operating support toMAC, helping the organization grow as avenue for local and regional performingartists, visual artists and communityconversations.

The Deppelers gave generously to theMonroe community. Thanks to the power ofendowment, their gifts to the HistoricalSociety and the Arts Center are creatinglegacies that will keep those organizationsstrong for generations to come. For good.For ever.

Albert and Marion Deppeler. Albertdied in 2008; Marion in 2012. UponMarion’s death, the Monroe communitybecame beneficiaries of nearly half oftheir estate.

Above are dancers from Salsabrosa, the Latinmusic and dance group who performed at theMonroe Arts Center in May 2014. The MonroeArts Center Endowment Fund provides annualsupport to the Center, bringing professionalperformances to this community of 11,000.

Deppeler Gifts Create Legacies in MonroeGreen County Historical Society and Monroe Arts Center

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Matt Figi of the Green County HistoricalSociety in front of one of the Society’s recentlyrestored stained glass windows.

Thanks to the power ofendowment, their gifts to theHistorical Society and theArts Center are creating

legacies that will keep thoseorganizations strong forgenerations to come.

When the Driftless Area LandConservancy acquired the EricksonWetlands just outside the Village ofArgyle, it was with a vision that went farbeyond wetland preservation.

“It was the Erickson family’s goal, andour clear intent, to open this property tothe public for enjoyment and recreationaluse,” said Dave Clutter, executive directorof Driftless.

With generous support from the SadieClotho Charitable Fund, Driftless is in themidst of developing a full-blown

restoration and management plan for theproperty that integrates local knowledge,vision, and ideas for bringing the publicinto contact with the land.

The 220-acre Erickson property featuresa mile of frontage on the PecatonicaRiver, native wetland vegetation, 100-year-old oak trees, and wildlife includingsandhill cranes and a resident bald eagle.

Clutter sees the public using the propertyas a place to hike, fish, ski, hunt, trap,learn and enjoy. “People come first,” saidClutter. “This is a property that’s meant

to engage kids, community and familymembers.”

Action steps began this year with theconstruction of a public access point fromArgyle Village Park and the erection of aninformational kiosk. Discussions areunderway with the Argyle schools todevelop plans for how the property can beused as an outdoor laboratory.

When completed, the Erickson Wetlandswill be a source of community pride for Argyle and a legacy for generations to come.

There is no known photograph of JaneLysaght. The Monroe woman who diedin 1919 left no children, no photo, andvery little historical record. But JaneLysaght’s legacy has sponsored a longrecord of charitable care for hercommunity.

Before her death, Lysaght designated$20,000 of her estate be used for thecreation of the Jane Lysaght MemorialTrust Fund. Jane’s instructions were thatthis fund be used to assist people in needof Monroe. She especially wanted theproceeds from the fund to be used for"special relief" in the area of "hospitaland medical treatment and includingsurgical operations."

In 2001, the Lysaght Trust was terminatedand transferred to the CommunityFoundation of Southern Wisconsin to beadvised by the Monroe Fund. Since then,the Jane Lysaght Memorial Fund hasprovided nearly $33,000 of support toGreen County nonprofits providing direct service to residents. Thesenonprofits have included FowlerMemorial Free Dental Clinic, the YMCA

of Green County, Green County HumanServices, and the Monroe Clinic.

Now, 95 years after her death, JaneLysaght’s legacy continues to support

Monroe’s most under privileded and,thanks to the power of endowment, willdo so forever.

Jane Lysaght Memorial Fund

A 95-year Legacy Still Going Strong

4 LEGACIES IN ACTION�

Erickson Wetlands RestorationCreating a Legacy for Argyle

Four-year-old Sky Steinmann being treated by Dr. Kyle Menne at the Fowler Memorial FreeDental Clinic. The Fowler Clinic serves children ages 3 to 12 who do not have another way toaccess dental care. The clinic receives regular support from the Jane Lysaght Memorial Fundadvised by the Monroe Fund.

Despite 15 years of experience as a middleschool guidance counselor, Lori Nodorft knewshe was at a disadvantage when it came tokeeping her own three children safe fromcyberbullying.

“Even as a school counselor, I was not aware ofall of the apps and websites out there that areavailable to any student with a phone,” saidNodorft, a counselor with the DarlingtonCommunity Schools. “If I’m not aware, then I

know many more parents out there are notaware either.”

Seeing the need for further training, both as aparent and as a professional, Nodorft appliedfor a grant from the Darlington Excellence inEducation Fund.

The grant sponsored four presentations by Dr. Justin Patchin of the University ofWisconsin-Eau Claire, an expert in teens andtechnology and the cyberbullying threat. Hespoke to Darlington students as young as thirdgrade and gave an evening presentation toparents, staff and other community adults.

“My overall message to parents and teachers isto convey to them how important it is to respondto cyberbullying in a way that ends theinappropriate behaviors,” said Patchin. “It canbe hard for adults to recognize how impactfulthese behaviors can be to students. Parents andeducators need to work together to resolve allincidents of bullying and cyberbullying so thatstudents feel safe and are able to concentrate onlearning at school.”

It was exactly the kind of informative andengaging program that Nodorft was hoping for.“I feel like technology is moving so quickly andparents and kids are having difficulty keepingup,” said Nodorft. “I especially wanted parentsto know what their kids are doing online and beable to prepare for that.”

Support for the development of the Erickson Wetlands comes fromthe Sadie Clotho Charitable Fund advised by the Argyle Fund.Argyle Board Chair John Soper advocated for support of thewetlands development with the Argyle board. “It’s just a piece ofproperty I fell in love with at a young age,” said Soper, who recallstraipsing over it as a child. “I felt that if we could do something toget people out there, we could grow support.” So far, that hasworked. “Community involvement in this project has been justgreat.”

The Sadie Clotho Charitable Fund was created to supporteducational and charitable efforts in Argyle and Blanchardville,Wisconsin. It is advised by the Argyle Community Fund and theBlanchardville/Hollandale Area Fund.

Darlington Middle School Counselor Lori Nodorft withher husband Jeff, and children Zoe, Jordan and Alex.

The Darlington Excellence inEducation Fund was launched10 years ago with a legacy giftfrom the estate of Dr. LyleOlson, a longtime Darlington-area physician. Dr. Olson toldcommunity leaders that if acharitable fund to benefit theDarlington schools wereestablished, he would leave agift in his will to support it.Thanks to Dr. Olson’s gift andmany others since, theDarlington Excellence inEducation Fund has contributedmore than $60,000 toDarlington public and privateschool programming.

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Darlington Excellence in Education Fund

Keeping Kids Safe in the Cyber World

Erickson Wetlands Support

AmeriCorps volunteers take a well-deserved break during a workday at the Erickson Wetlands.

Grant CountyAlice Dale Memorial Scholarship Fund City of Platteville Parks Endowment FundPlatteville Legion Park Endowment FundComponent of the Iowa Grant Educational Foundation:

IGEF Scholarship FundThomas and Mary Jane Limmex Endowed Scholarship Fund

Component of the Lancaster Community FundMorse Family FundCharles “Sonny” Tiedemann Charitable FundWinskill School Scholastic Fund

Component of the Platteville Community Fund Family of Funds:Carmen and Eva Beining Community Fund

Components of the PHS Scholarship Family of Funds:Carmen and Eva Beining Scholarship FundAlbert E. and George H. Kettler Scholarship FundPHS Scholarship Event Fund

Green CountyChristine and Nils Adolsphson Scholarship FundFriends of Behring Senior Center FundFriends of Pleasant View Endowment FundFriends of Pleasant View Special Projects FundGreen County Food Pantry Endowment FundGreen County Historical Society Endowment Fund Monroe Fire Department Endowment FundMonroe Fire Department Special Projects FundMary Meythaler Ogden Scholarship FundWilliam C. and Margaret L. Parmer Scholarship FundTeam Mathias Fund

Iowa CountyComponent of the Iowa Grant Educational Foundation:

IGEF Scholarship FundThomas and Mary Jane Limmex Endowed Scholarship Fund

Lafayette CountyAustad and Arnold Family Scholarship FundBelmont Excellence in Education FundBelmont Excellence in Education Special Projects FundDarlington High School Library FundGary Neis Scholarship Fund

Rock CountyFriends of Oak Hill Chapel FundFriends of Tim Cullen FundJanesville Women’s History Mural FundMilton Public Library Capital FundRock Road Companies Golf Outing FundStanley Weber Memorial ScholarshipSue A. Prosser Education Scholarship Fund

Sauk CountyComponents of the Wisconsin Dells Education Foundation Familyof Funds:

Luszczak Family Memorial Scholarship FundTrappers Turn Golf Scholarship for BoysTrappers Turn Golf Scholarship for GirlsWisconsin Dells Rotary Club Scholarship Fund

Walworth CountyGeneva Lakes Conservancy Legal Defense FundGeneva Lakes Conservancy Maintenance Fund

Margaret and the lateWilliam Parmer ofMonroe. This yearMargaret created theWilliam C. andMargaret L. ParmerScholarship Fund forMonroe studentsenrolled in medicalschool. Margaret wasinspired by a familyfriend who attendedmedical school. This isthe first scholarshipheld by the CommunityFoundation that directlybenefits graduatestudents.

6 LEGACIES IN ACTION�

Donors who create a fund with the Community Foundation find thisis an easy and efficient way to manage their charitable giving.

Fund creators personalize their fund by choosing its name andestablishing its purpose, supporting the causes and organizationsthey care about most.

Among the advantages of creating a charitable fund are taxbenefits awarded to donors in the year their gift is made. Inaddition, the Community Foundation handles all the paperwork

including the administrative details of establishing the fund and thedisbursement of grants to charities in the name of the fund. Allgrants are disbursed in accordance with the CommunityFoundation’s spending policy. If the donors prefer, grants may bemade anonymously.

When donors create an endowment fund, their gift and all of itsfuture earnings become a permanent source of capital benefitingtheir community causes forever.

Create a Fund - Create a Legacy

Listed by county served. Endowed funds are bolded.New Funds 2013-2014

Shelley Kubly Muranyi and Mike Muranyilove the small town feel of Monroe. Sowhen community improvement projectsarise that they believe in, they givegenerously.

“Shelley and Mike do not only give of their treasure,” said Linda Gebhardt, donor services representative for the Community Foundation. “They can beseen volunteering their time and sharingtheir talents and passion with numerouscauses.”

Among the causes that the Muranyis havesupported in the past year is the new GreenCounty Humane Society Endowment Fundof which Shelley was a leading advocate.The couple also worked on behalf of theMonroe Arts Center Legacy Campaign andthe Green County EMS capital campaign.In addition, Shelley completed her secondterm on the Monroe Fund Advisory Boardthis year. Mike followed her as a newboard member.

Shelley is a life-long Monroe resident. Inthe 1920s, the Kubly family establishedSwiss Colony, now part of Colony Brands.Mike, who is originally from Buffalo, NY,has lived in Monroe for more than 30years. “One of the joys of living in a smalltown is seeing the changes come intoplace,” he said.

Mike, a retired golf pro, is president of theMike Muranyi Junior Golf Foundation.The Foundation provides financial supportfor youth to learn and play golf at MonroeCountry Club and also awards twoscholarships to Monroe High Schoolgraduating seniors.

The vitality of Monroe’s beautifuldowntown square is one of the manycauses dear to Shelley. “My dad used todrive through the downtown on his way to

work each morning just to see how itlooked,” she said. In 2012, Shelley and hersisters established the Forrest and MildredKubly Fund for Downtown Monroe inhonor of their parents. The fund providessupport to Monroe’s Main Street program.

Shelley now serves on the Main Streetboard of directors. While the Muranyisspend part of the winter in California,Monroe is home. “The more we travel,”said Shelley, “the more I appreciate theuniqueness of a smaller community.”

Green/Lafayette Award Recipients: Shelley Kubly Muranyi and Mike Muranyi

Spirit of PHILANTHROPY AWARDS

Each October, the Community Foundation proudly recognizes outstanding volunteers from each of our service regionswith the Spirit of Philanthropy Award. The recipients are local leaders who give generously of their time, talent andtreasure for the betterment of their communities. We thank them for their service and their inspiration to others.

Shelley Kubly Muranyi and Mike Muranyi on Monroe’s Courthouse Square.

Paula Carrier, chair of the Edgerton Community Fund AdvisoryBoard, was the Spirit of Philanthropy award winner for theRock/Sauk/Walworth counties region. Carrier was instrumentalin the rejuvenation of the Buck Jenkins Fish Fry, a fundraiser forthe Edgerton Community Fund and a major community event.

Curt Bisarek, superintendent of schools in Hillsboro, was theSpirit of Philanthropy award winner for the Southwest region.Bisarek was instrumental in the establishment of the HillsboroExcellence in Education Fund and the Hillsboro ScholarshipFund.

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OTHER REGIONAL RECIPIENTS

Argyle Community FundArgyle Excellence in Education Fund

Benton Community FundBlack Hawk Excellence in Education Fund

Blanchardville/Hollandale Area FundDarlington Area Community Fund

Darlington Excellence in Education FundMonroe Fund

Excellence in Education Fund for Monroe SchoolsMonticello Excellence in Education Fund

New Glarus Community FoundationNew Glarus Excellence in Education Fund

Pecatonica Excellence in Education Endowment FundShullsburg Fund

South Wayne Area Community Fund

Linda Gebhardt, is thedonor services

representative for Green,Lafayette and parts of Iowacounties. For information

on starting a fund ordonating to an existingfund, contact Linda at

608.328.4060 orlinda@cfsw.org.

Green/Lafayette Funds Funds Advised by Local Leaders

8 LEGACIES IN ACTION�

Outright gifts of cash are the most popular

and can be made by check or credit card.

Checks to any existing fund may always

be sent to the Community Foundation’s

Janesville office. Mail to CFSW, 26 S.

Jackson St., Janesville, WI 53548.

Indicate which fund you are supporting.

To make a safe and easy credit card

donation, go to the Community

Foundation website, www.cfsw.org, and

click on the Give Now button.

The Community Foundation also acceptsmany other forms of outright gifts such asstocks, bonds, real estate and personalproperty. You also may transfer assetsaccumulated in a qualified retirement planor IRA account, thereby keeping theseassets free from tax liability.

Another way to give to the CommunityFoundation is to make a bequest in yourwill. You may wish to designate a setamount or a percentage of your estate to

one or more charitable funds of your

choosing. Giving from an estate may

include options of additional resources

such as life insurance.

We are always happy to discuss

gift options and potential tax benefits

with you and your professional

advisor. Contact us at 608-758-0883 or

1-800-995-2379.

Nonprofit organizations and school districts are alwayswelcome to apply for grants from any of the CommunityFoundation funds for which they may be eligible. Grantapplication deadlines vary.

To find out what grants are available to you through the Community Foundation, visit the CommunityFoundation’s website, www.cfsw.org. Under the Grantstab, find your county. Each county page has a list of

funds that use a competitive grant selection process. TheOpen Grant Applications page under the Grants tabdisplays the current grant cycles.

High school seniors and college students are welcometo apply for scholarships in the Community Foundation’snine-county service area. Eligibility and applicationinformation is available under the Scholarships tab ofthe website.

How to Apply for a Grant or Scholarship

WAYS TO GIVECommunity Foundation donors have many choices in how they give to new or existing funds.

Above are mother and daughterElda and Linda Schiesserdisplaying samples of theirscherenschnitte (paper cutting).Elda and Linda established theFrank J. Schiesser Family Fund inmemory of Elda’s husband andLinda’s father. In addition, theyboth have gifts to the CommunityFoundation in their estate plans.

Heritage Society

Heritage Society

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Rock/Walworth CountiesBarbara L. Adams, JanesvilleWilliam and Mary Ann Alt, EvansvilleJohn† and Joanne Anderson, JanesvilleMary F. Anderson, JanesvilleCarol and Norman Aulabaugh, Orfordville William and Thea Brunsell, EvansvilleMary B. Byers, Glenview, IL George and Harriet Christopherson,

JanesvilleSue Conley, JanesvilleKarel and Jim Cripe, JanesvilleBetty and Alan Dunwiddie, JanesvilleDenise Janssen Eager and Christopher Eager,

EvansvilleLinda Fredell, JanesvilleJoshua Gray, JanesvilleJames M. Hall, Cincinnati, OHDean and Lynn Hanson, Laredo, TXDorothy Helgesen, Evansville Jean and John Henderson, ElkhornJohn and Kathryn Houseman, JanesvilleKathleen M. Jelinek, SheboyganCharles A. Knipp, MadisonJane Maldonis, JanesvilleDavid and Laura Manke, MiltonNancy Nelson, EvansvilleRuth Ann Potts, JanesvilleSophie Rawls, JanesvilleKathryn Shebiel, JanesvilleGary L. Smith, JanesvilleElaine Strassburg, JanesvilleLori and David Warren, MiltonRobert G. Yahr, JanesvilleSteve and Ardis Zwicky, Evansville

Green/Lafayette CountiesMarien Burkhardt†, MonroeRobert and Peggy Cullen, St. James City, FLRudy and Linda Gebhardt, ArgyleDick Jaeger, BlanchardvilleLois Kaster, MonroeHans and Helen Kneubuhler, MonroeMargaret Parmer, MonroeJohn and Helen Ponyicsanyi, Orfordville Robert & Sonja (Reinmann) Rackow, MonroeRichard W. Rote, MonroeNorah and Michael Sanders, MonroeRichard J. Sarles, Rockford, ILElda Schiesser, New GlarusLinda E. Schiesser, New GlarusCurt Schwerin, MonroeJennifer and Ron Spielman, MonroePatrick and Carolyn Webber, Davenport, IAMichael and Joanne Weeden, Monroe

Southwest WisconsinBarry Brodbeck, PlattevilleRobert Brodbeck, PlattevilleJane Dale, MadisonW. Phil & Barbara Karrmann, PlattevilleKristin Karrmann & Art Pronschinske,

PlattevilleRebecca Lewis†, PlattevillePeg Morse†, LancasterRosa and Ray Ropers, WaunakeeCindy Tang, PlattevilleKeith and Emily Tiedemann†,

San Francisco, CAJan and Gene Weber, PlattevilleLinda Young, Platteville

Each of the following donors has established an endowed fund with the Community Foundation during their lifetimeor included the Community Foundation in their estate plans.

† DeceasedBolded names signify current or former corporate or advisory board members and staff.

Donors who create bequests in their wills extend their charitable giving beyond their lifetimesfor the organizations and causes they care deeply about. The Community Foundation’s staffcan provide donors with a number of options for creating a bequest. To start the conversation,call the Community Foundation at 608.758.0883 or 1.800.995.2379 or contact yourprofessional advisor.

Create a Planned Gift

10 LEGACIES IN ACTION�

2013-2014 Financial Summary

Donations to the Community Foundation of Southern Wisconsin are pooled for investment purposes with total returns allocatedto each component fund. Component funds of the Community Foundation benefit from the greater diversification andeffectiveness that the pool provides, more than would be possible for single funds

The Asset Management Committee of the Community Foundation monitors the performance of our investments in conjunctionwith a team of investment managers from area financial institutions. Our investment managers are from BMO Harris, FirstNational Bank & Trust-Beloit, Johnson Bank, Union Bank & Trust, US Bank, and Wisconsin Bank & Trust.

All financial information represents figures as of fiscal years ending June 30.

ASSETS AND GRANTS BY FUND TYPETotal Assets $ 42,901,568 • Total Grants & Scholarships $ 2,422,465

Unrestricted Field of Interest Scholarships Designated Donor Advised Organization

Assets - 22% Assets - 5% Assets - 29% Assets - 15% Assets - 13% Assets - 17%Grants - 10% Grants - 6% Grants - 29% Grants - 12% Grants - 25% Grants - 18%

CONDENSED STATEMENTS OF ACTIVITIES2014 2013

Revenues and gains

Contributions $ 3,483,159 $ 4,479,619 Charitable Remainder Trust $ 2,096,138 $ (96,868)Investment and other revenue $ 4,852,067 $ 3,307,281

Total revenues and gains $ 10,431,364 $ 7,690,032

Grants and program expenses $ 2,714,267 $ 2,742,476Management and general $ 316,407 $ 288,269Fundraising $ 90,264 $ 81,750

Total grants and expenses $ 3,120,938 $ 3,112,495

Increase in net assets $ 7,310,426 $ 4,577,537

Net assets, beginning of year $ 31,216,882 $ 26,639,345

Net assets, end of year $ 38,527,308 $ 31,216,882

* Proceeds from charitable remainder trust totaled $4.5 Million. Of thisamount $2.5 Million had been recorded as revenue in previous years and asa beneficial interest in remainder trusts on the Statement of Financial Position.

Year Ended Assets

2010 $24,567,4692011 $28,806,2962012 $30,351,4362013 $35,315,9912014 $42,901,568

Operational Expensesas apercent of assets

2010 1.52%2011 1.29%2012 1.38%2013 1.26%2014 1.13%

18.0%

16.0%

14.0%

12.0%

10.0%

8.0%

6.0%

4.0%

2.0%

0.0%1 Year 3 Year

Actual Investment Returns

Benchmark - 60% Wilshire/40% Barclay Inter Govt/Credit Bond

5 Year 7 Year 10 Year

Investment Performance

*

Advisory boardsrecommend

grants to addresscurrent needs.

Includescommunity funds.

Donars supportcauses ratherthan specific

organizations.

Most scholarshipawards are

presented to highschool graduates.

Donors choosespecific nonprofitorganizations toreceive ongoing

support.

Donorsrecommend

grants tocharitable

orgainizations.

Founded tosupport specificorganizations

with annual grantawards.

George BrunnerRobert Collins†John CondonJames Cripe*Barbara Daus

David DeiningerAlfred Diotte†

Jane DunkDeEtte Beilfuss Eager

Gregory GalvanPatricia GrahamRichard GruberMelita Grunow

Patricia GuttenbergJames Hartwig

Rhonda L. HartwigLinda Heckert

Geraldine Hedberg†John Henderson

Margaret HollenbergerAnn Johnson

Marshall Johnston†Martin Kennedy*†Sharon KennedyStephen KingJohn Kundert†Robert LisserTina Lorenz

David MacDougallTimothy McGettiganLance McNaughton

Lois MerrillCarolyn MowbrayJoan M. NeenoJane Nelson

Phillip Reuter*†Rod RoggensackRick Rolfsmeyer

Ray RopersTom Rowe

Mike SandersJanice Schmidt

Frank ScottElizabeth SiegertGary L. Smith* James Stauff†

George K. Steil, Sr.†John Steil*Lisa Stevens

Donald TemplinCere Turner

† Deceased*Founding board members

Board of DIRECTORS 2013-2014 Past Board Members 1992-2014

Steve Sheiffer, Chair

Rock County Retired Janesville City

Manager

Ron Spielman, Vice Chair

Green CountySpecial Project Advisor,

Monroe Clinic

Dick Jaeger, Secretary

Lafayette CountyRetired

Steve Olsen, Treasurer

Rock CountyTrust Officer, First National

Bank & Trust

Jim Finley,Past Chair

Green CountyRetired Market President,Wisconsin Bank & Trust

Larry BartonRock County

Attorney

Bobbie BernetGreen County

Retired Postmaster

Laura CarneyRock County

Nurse Practitioner,Whitewater Family Practice

Carol HatchRock County Attorney,

Nowlan & Mouat

Cheryl MaderCrawford County

Project Leader, CommunityDevelopment Alternatives

Bill McDanielLafayette County

Attorney, Johnson, Kranz & McDaniel

Joseph NemethRock County

Chief Operating Officer,MercyCare Health Plans

Dawn RipkeyWalworth County

Regional Director-Trust,BMO Private Bank

Cindy TangGrant CountyConsultant

Alan Dunwiddie, Director Emeritus

Rock County

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26 S. Jackson St., Janesville, WI 53548

CONTACT US

IN JANESVILLE26 S. Jackson St., Janesville, WI 53548 608-758-0883 • Toll-free 1-800-995-2379 • Fax 608-758-8551

Ann Heiden.........................................Executive Director, ann@cfsw.org Tina Lorenz .................................Chief Financial Officer, tina@cfsw.org Jane Maldonis...............Rock/Walworth Donor Services Representative,

jane@cfsw.org

Allison Hokinson................Communications Director, allison@cfsw.org

Lindsey Hulstrom ....Grant and Scholarship Manager, lindsey@cfsw.org

Lannie Troon .........................Administrative Assistant, lannie@cfsw.org

IN MONROEWisconsin Bank & Trust, 2nd floor, 1717 10th St., P.O. Box 733, Monroe, WI 53566 • 608-328-4060 Linda Gebhardt ...........Green/Lafayette Donor Services Representative,

linda@cfsw.org

Kristine O’Connor .............Administrative Assistant, kristine@cfsw.org

IN PLATTEVILLEWisconsin Bank & Trust, 2nd floor, 10 Keystone Pkwy. P.O. Box 81, Platteville, WI 53818 • 608-778-3344Barb Daus ............Southwest Wisconsin Donor Services Representative,

barb@cfsw.org

www.cfsw.org

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• Auditing

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• Corporate and directors & officers insurance

• Accounting by a CPA

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• Gift acceptance, including the ability toaccept all kinds of gifts: cash, credit card,stock, appreciated property, in-kind and more

• Fund management by a team of professionalinvestment advisors

• National Standards accreditation

When a Private FoundationAffiliates with theCommunity Foundation….

....they gain a host of benefits. For a smalladministrative fee, the Community Foundationtakes on all of the legal and fiscal managementtasks of running a foundation: