LEGACY FOUNDATION ANNUAL REPORT 2017 - IWF NorCal · Christine Kessler Kissick Family Foundation Susan Crown and William Kunkler* Robert and Arlene Kogod Family Foundation* Mary and

1 iwfnorcal.org/legacyIWF Northern California Legacy Foundation

LEGACY FOUNDATION

ANNUAL REPOR T 2017

http://iwfnorcal.org/Legacy/

IWF Northern California Legacy Foundation 2

Letter from Our President 3

Mission Statement 4

Leadership, Impact, Connectivity 5

How We Engage 6

Legacy Partnership Project 7

Year Up 8

Girl Scouts Northern California 12

Donors 16

Leadership 17

Board Members 18

Leader Spotlight: Barbara Creed & Sue Sprunk 20

Looking Ahead 21

TABLE OF CONTENTS

iwfnorcal.org/legacyIWF Northern California Legacy Foundation



Letter from Our President

We are delighted to present our inaugural IWF Northern California Legacy Foundation Annual Report for 2016–2017

In 2014, the Legacy Foundation was re-launched under the leadership of Barbara Creed and Sue Sprunk Following a survey of over 30 IWF NorCal members, the Legacy mission was redefined as working “to improve the status of women and foster the development of future women leaders ”

As part of our mission, we launched the Legacy Partnership Project to identify members of our community who are focused on advancing women and developing future leaders Based on nominations submitted by IWF NorCal members, we interviewed potential candidates and selected up to three finalists Our donors actively participated by voting and selecting our partners, who are currently Year Up and Girl Scouts of Northern California We are pleased to share highlights of our two partners in this 2016-2017 Annual Report

In 2017, we have focused on refreshing our mission and defining the key tenets of our strategy as:

• Leadership: Advance and inspire leadership of women and girls in our community

• Impact: Make measurable impact for our community partners, with deep engagement and mutual accountability

• Connectivity: Engage IWF NorCal members by providing meaningful ways to give their time, talent and treasure

This report will present how we are fulfilling our mission and finding meaningful ways to engage IWF NorCal members through their philanthropy, experience and wisdom Your important contributions range from mentoring, sharing experiences and wisdom from our IWF NorCal leaders and your generous donations

We are excited about the future and how we will impact our communities This would not be possible with your commitment

Thank you for continued support as we continue this journey… you are making a difference

http://iwfnorcal.org/Legacy/http://iwfnorcal.org/Legacy/http://www.yearup.orghttp://www.GSNorCal.org


Mission Statement

The Legacy Foundation works to improve

the status of women and foster the

development of future women leaders.

Our mission:



Leadership, Impact, Connectivity

CONNECTIVITYEngage IWF NorCal members by providing meaningful ways to give their time, talent and treasure

IMPACTMake measurable impact for our community partners, with deep engagement and mutual accountability

LEADERSHIPAdvance and inspire leadership of women and girls in our community

The key tenets of our strategy to support our mission are:



How We Engage

PHILANTHROPY EXPERIENCE WISDOM

Donations X

Legacy Partnership Project X X X

IWF Fellows X X X

Mentoring X X

Speaking Engagements and Panels X X

Oral Histories X X

Early IWF NorCal Leaders X X

The success of the Legacy Foundation is the result of how IWF NorCal members have engaged through the years It is not only due to the generous donations of our members, but also the sharing of wisdom and experiences as preeminent leaders in our community

The Legacy Foundation is diversified in terms of our reach across philanthropy, experience and wisdom



The Legacy Partnership Project was established in 2015 to directly benefit women in the greater Bay Area through partnerships with established non-profit organizations who align with our mission to improve the status of women and foster the development of future leaders The Legacy Foundation offers selected partners financial support while also leveraging IWF NorCal members’ talents and skills

The Legacy Foundation Board considers prospective partners for a three-year commitment Candidate organizations submit a detailed questionnaire and financials, and propose how IWF NorCal can help them fulfill their mission Following interviews, the Legacy Foundation Board selects three finalists, and IWF NorCal members who have made a donation vote on the finalist candidates The selected organization is announced at the annual meeting

The Legacy Foundation is proud to currently partner with two organizations: Year Up and Girl Scouts Northern California

Legacy Partnership Project

http://iwfnorcal.org/Legacy/http://www.yearup.orghttp://www.GSNorCal.org


Year Up


Year Up empowers low-income young adults to go from poverty to professional careers in a single year

Year Up closes the Opportunity Divide, connecting young adults who need opportunity with companies who need their talent.

Year Up is a national organization operating in 20 cities, partnering with 250+ companies, and serving 3600+ young adults annually

Individuals &F A M I L YF O U N D A T I O N S1,000,000+AnonymousAbigail and Joseph BarattaAnita and Joshua Bekenstein**Sandra and Paul Edgerley*Garrett and Mary Moran One8 Foundation**O. Wayne Rollins FoundationMelinda and Paul PresslerLori Laitman and Bruce Rosenblum**The Salem Foundation**Barbara and Edward ShapiroGillian and Robert K. SteelThe Wagner Foundation*Wilson Sheehan Foundation

$500,000 - $999,999AnonymousKayne Foundation, Ric and Suzanne Kayne, and Jenni, Maggie, and SareeThe Klarman Family FoundationRichard K. Lubin Family Foundation Nancy and Richard Lubin, Emily and Greg Woods, Kate Lubin and Glen Sutton

Robert and Lisa Margolis Family FoundationUtay Family Foundation

$250,000 - $499,999AnonymousMaureen and Tim Dibble**Mary and Paul J. Finnegan*John Stanton and Terry Gillespie*The Laffont Family FoundationSartain Lanier Family Foundation Inc*Stephanie and Brian Spector*Pam and Alan Trefler*

$100,000 - $249,999Anonymous (2)The Jeffrey H. and Shari L. Aronson Family FoundationThe Cantor Family: Eric and Ana Cantor, Lori and Josh Capon, and Patricia MeadowShelby Cullom Davis Charitable Fund, Victoria Davis NoslerMary and Michael CarpenterJill Davis and Ed ConardMary Jane and Glenn Creamer*The Gray FoundationAnn and Lee HobsonKristen and Alexander KlabinJeannie and Jonathan LavineMannion Family Foundation**Mooney-Reed Charitable Foundation*Karla Pena Gary W. Rollins FoundationDan Springer

Barry Sternlicht*John and Jill SvobodaL and J Weiner FoundationTona and Robert White

$50,000 - $99,999Kristine and John Bradley*Kate and Gerald Chertavian**Shelby Cullom Davis Charitable Fund, Cully DavisJanie and Peter DrittelBill and Jackie EganNina and David Fialkow*Finnegan Family FoundationKatherine and William GreenGuernsey Family Charitable FundJohn KellerSusie and John KingThe Lovett-Woodsum FoundationArlene and Reuben MarkElizabeth and John McQuillan**Melissa and Keith MeisterThe OXL FoundationTim and Lynne PalmerErica and Ted PappendickKendra and Erik Ragatz*

$25,000 - $49,999Anonymous (2)The Abrams Foundation*Sam and Angie Allen*Michelle and Robert AtchinsonPauline and Robbie Bach*Barton Family FoundationLee M. Bass

Lisa and Richard CashinMargaret and Paul Chisholm*Connolly Family FoundationElizabeth and Kent DautenCheryl and David DuffieldGina Catalano and T. Yates ExleyLauren and Brian Frank*Gannon Family Charitable Foundation*Geoffrey and Vicki GoldMeg and Bennett GoodmanMichael Stone and Patricia GroddJeanine and Patrick HackettLeslie and Nick Hanauer FoundationHazard Family FoundationSarah and Adam HofstetterBarbara and Amos Hostetter*Christine KesslerKissick Family FoundationSusan Crown and William Kunkler*Robert and Arlene Kogod Family Foundation*Mary and Kevin MaddenBartley J. Madden FoundationMr. and Mrs. Stephen Mandel, Jr.Bhikhaji ManeckjiJudy Miner*Stacey and Paul OllingerSue and Bill O’Malley*O’Shea Family FoundationAnne Peretz**Amy and John Phelan*Cecilia and Dan Regis*Elizabeth and Andrew Spokes*

*Indicates Supporter who has given consecutively for the last five years ** Indicates Supporter who has given consecutively for the last 10 years or more

After over ten years of attending graduations, I still love seeing our students simultaneously cross the stage and the Opportunity Divide!

No other youth development program can match our outcomes.

As the first chairman of the board of Year Up National Capital Region, John King led the board for 10 years. In this role, John helped Year Up National Capital Region expand, through a college partnership, for a total of four Learning Communities in the market.

DonorS P O T L I G H T JOHN KING

John King

Individual & Family Foundations 28

Annual Giving

Levels & Benefits Recognition in

Annual Report

Electronic Quarterly Updates

Invitations to Local Events

and Group Site Tours

Special Invitations to Opportunity

Society Events and

Personalized Site Tours

Personal Updates

from Year Up Leadership

Invitation to Annual “State of the YUnion”

Invitation to Impact Tour with Year Up

Executives and Community

Leaders

Unique Naming/

Recognition Opportunities

• •• • •• • • •• • • • •• • • • • •• • • • • • •• • • • • • • •

Year Up investors who have given $1,000,000 or more in their lifetime are welcomed into the Founder’s Circle. Founder’s Circle members receive all of the benefits of the Diamond level plus exclusive opportunities to engage with thought leaders contributing to closing the Opportunity Divide.

Member$1,000 - $4,999

Bronze$5,000 - $9,999

Silver$10,000 - $24,999

Gold$25,000 - $49,999

Platinum$50,000 - $99,999

Sapphire$100,000 - $249,999

Diamond$250,000+

Founder’sCircle

$1,000,000+

Year Up’s Opportunity Society is a community of philanthropic individuals and families who believe in the potential of our young adults and are committed to closing the Opportunity Divide in this country. Society members understand the stark reality that while talent is equally distributed, opportunity is not. They share hope and a vision of a future in which every young adult has access to the education, experiences, and guidance required to realize their true potential.

Launched in 2016, the Opportunity Society welcomes any donor who gives $1,000 or more in a fiscal year. Investments made by society members enable Year Up to serve many more young adults, maintain high-quality program delivery, and support successful outcomes for our talented students.

27 Betting Big on Year Up

250+

90%

3,600+

$18.90

C O R P O R A T E P A R T N E R S

EMPLOYED/ENROLLED IN POST-SECONDARY EDUCATION

(2016 GRADUATES)

Y O U N G A D U L T SSERVED ANNUALLY

AVERAGE STARTING WAGE PER HOUR

(2016 GRADUATES)

http://iwfnorcal.org/Legacy/http://www.yearup.org



Opening its doors in 2008, Year Up Bay Area offers a one-year, intensive training program that provides low-income young adults, ages 18–24, with a combination of hands-on skill development, coursework eligible for college credits, corporate internships, and wrap-around support

Training takes place on campuses in San Francisco, Silicon Valley (San Jose) and Diablo Valley (Pleasant Hill) Year Up Bay Area’s corporate partners include technology leaders like LinkedIn, Salesforce, Google and Facebook, as well as long-standing leaders Kaiser Permanente, Blue Shield of California and Charles Schwab

• 50+ corporate partners

• 3 training campuses (San Francisco, San Jose, Pleasant Hill)

• 1880 young adults served

• 88% of graduates employed/enrolled in post-secondary education

http://iwfnorcal.org/Legacy/http://www.yearup.org/about-us/our-locations/bay-area/


Year Up Bay Area was selected as an IWF Northern California Legacy Partner in January 2016 IWF NorCal member Kirsten Wolberg serves as a board member and nominated Year Up as a Legacy Partner

The $10,000 Legacy Foundation grant was used to underwrite core programming for Year Up Bay Area class 16 (graduated January 2017) and class 17 (graduated July 2017) With 100% of qualified students placed in six-month internships and enrolled in training, class 16 has shown promising results (class 17 results not yet available)

In 2016, IWF NorCal and Year Up hosted a “Meet & Greet” and IWF NorCal member Christi Haley Stover hosted a “Women in Tech” panel for Year Up students

Entering 2017, IWF NorCal and Year Up officially launched a six-month mentoring program for Year Up staff based in San Francisco and Silicon Valley Seven IWF NorCal members volunteered to serve as Year Up mentors Together, mentors and mentees discussed career steps and strategies for leading change management and difficult conversations

Class 16 Outcomes (four months post graduation) 90% employed/enrolled in post-secondary education $22.94 average starting wage per hour

IWF NorCal Mentors


Pam Baker Sheri Barden

Aparna BawaMeg Crofton

Beth DevinLoretta Doon

Christi Haley Stover

180+50+42%

C O R P O R A T E P A R T N E R S H O S T I N G 3 O R M O R E I N T E R N S

C O R P O R A T E P A R T N E R S H O S T I N G 1 0 O R M O R E I N T E R N S

O F I N T E R N S H I R E D B Y I N T E R N S H I P H O S T C O M P A N Y

Corporate Highlights 12

In addition to better equipping our young adults, the launch of our Product Catalog also provides incredible value for our corporate partners in need of entry-level talent. This standardized training curriculum is an important evolution that enables us to respond nimbly to market demand, facilitates efficient growth of our training, and provides leading companies with a consistent experience no matter where in the country they host a Year Up intern.

We will regularly review and update the Product Catalog, using labor market trends and industry analysis to build training that best prepares our young adults for roles that are in high demand, ensuring that we are teaching the skills that our partners find most important, based on their evolving needs.

We began this dynamic approach in 2016, using partner feedback to expand and innovate our program offerings, piloting new training to serve roles in Healthcare Administration, Data Analytics, Accounting, Personal Banking, Salesforce Administration, and Reference Data. Additionally, in partnership with State Street, we continued our test and exploration of an employer-based channel, welcoming a first class of Financial Operations students to State Street’s Quincy location in October.

We are grateful to be able to collaborate with our forward-thinking corporate partners to open doors to new career pathways for our young adults.

CorporateH I G H L G H T S

I’m always surprised when Year Up graduates say I have touched their lives because they have really touched mine.

Their determination to change their circumstances is so inspiring. I’m only helping facilitate them changing their own lives—they come, they don’t let circumstances stop them, and they conquer.

Fran BurchmanVice President and Group Manager, US Trust, Bank of America Private Wealth Management

11 Betting Big on Year Up

http://iwfnorcal.org/Legacy/http://www.yearup.org/about-us/our-locations/bay-area/



Learn More about Year Up Bay Area

Connect via Social Media

Pam (Baker) and I are going to start looking at the 4–5 areas where I feel I’d like to build out additional leadership skills. I have found Pam to be a great person to bounce ideas off of. I especially like that she can have a totally different read on what we’re discussing, yet everything she says is truly helpful.

—Lori Quinn Year Up Bay Area, Director of Development

Mentored by IWF NorCal member Pam Baker

I’m working with Meg (Crofton) on how I can further my career and education. Meg has been a great resource and plans to connect me with some of her non-profit colleagues.

—Eliza Skinner Year Up Bay Area, Associate Director of

Development, External Relations Mentored by IWF NorCal member Meg Crofton

Year Up 2016 Annual Report

http://iwfnorcal.org/Legacy/http://www.facebook.com/YearUpBayAreahttp://twitter.com/YearUpBayAreahttp://www.linkedin.com/school/28447/http://www.yearup.org/about-us/our-locations/bay-area/http://www.yearup.org/wp-content/uploads/2017/05/Year-Up-2016-Annual-Report.pdf


Girl Scouts of Northern CaliforniaGirl Scouts’ mission is to build girls of courage, confidence, and character, who make the world a better place

As the preeminent leadership development organization for girls with programs from coast to coast and across the globe, Girl Scouts offers every girl a chance to practice a lifetime of leadership, adventure, and success

Girl Scouts believe in the power of every

G.I.R.L. (Go-getter, Innovator, Risk-taker, Leader)™

to change the world

2016 ANNUAL REPORT


http://iwfnorcal.org/Legacy/http://GirlScouts.org



Girl Scouts first came to California in 1917

One of the largest councils, Girl Scouts of Northern California serves 44,000 girls (ages 5–17) in 19 counties While the majority of these girls participate through traditional pathways of summer camps and volunteer led troops, Girl Scouts also offers innovative programs to meet the needs of our community’s most vulnerable girls

44,000

29,000

3,800

G I R L M E M B E R S

ADULT VOLUNTEERS

VOLUNTEER-LED TROOPS

NEA

RLY

Marina Park, CEO of Girl Scouts of Northern California and IWF NorCal member

http://iwfnorcal.org/Legacy/http://www.GSNorCal.org



Girl Scouts of Northern California was selected as an IWF Northern California Legacy Partner in January 2017

IWF NorCal member Robin MacGillivray serves as a board member and nominated Girl Scouts as a Legacy Partner; IWF NorCal member Marina Park is the CEO of Girl Scouts of Northern California

The $10,000 Legacy Foundation grant is specifically being used to expand Girl Scouts’ Got Choices program in San Francisco and Alameda counties

Leadership and teambuilding experiences spark change when Got Choices girls meet teens from all over Northern California at leadership events like Camp CEO, where girls connect with women executives and challenge themselves in activities like the ropes course

Got Choices is a prevention and intervention program for high-risk girls involved in the juvenile justice system The program is designed to reduce risky behaviors, increase protective factors, and support positive decision-making Girls receive a safe environment and extensive support through relationship building, health education, creative expression, community service, and life skills training

Last year, Got Choices reached 931 girls, empowering the most vulnerable girls in our community to improve the trajectory of their lives IWF NorCal has adopted the Alameda County Juvenile Detention Center site, where girls participate in Got Choices year-round

http://iwfnorcal.org/Legacy/http://www.GSNorCal.orghttp://www.gsnorcal.org/en/about-girl-scouts/life---career-skills/got-choices.html


It [Got Choices] helped me when I wanted to just give up.

—K , Got Choices graduate

Learn More about Girl Scouts of Northern California

Connect via Social Media

Girl Scouts of Northern California 2016 Annual Report

Being a part of the Got Choices program has helped me develop better communication skills and be able to deal with different types of people. Got Choices has also helped me build my self-confidence. I was able to develop a sense of self value.

—Got Choices participant


http://iwfnorcal.org/Legacy/http://www.facebook.com/GSNorCal/http://twitter.com/girlscoutshttps://www.linkedin.com/company-beta/414208/http://www.GSNorCal.orghttp://www.gsnorcal.org/content/dam/girlscouts-gsnorcal/documents/fund_development/gsnorcal-annual-report-2016.pdf


Donors

Barbara Adachi*

Denise Allen*

Kathy Anderson*

Eva Auchincloss*

Sheryl Barden

Rebecca Barfknecht*

Lydia Beebe

Mary Bersot

Marianne Briscoe*

Denise Brosseau*

Aimee Brown

Karen Brown*

Kathleen Burke*

Maryles Casto

Eleanor Chang*

Anne Chermak Dillen

Linda Hawes Clever

Mary Cranston

Barbara Creed*

Linda Cyrog*

Belva Davis*

Beth Devin

Loretta Doon

Candice Eggerss

Cynthia Ann Eisenberg*

Dori Ellis*

Jenny Erwin*

Darla Flanagan*

Sandra O. Floyd

Paola Gianturco

Nancy Glaser*

Linda Graebner

Mary Gray-Reeves

Nannette Griswold*

Nina Gruen

Donna Hall

Adele Hayutin*

Susan Cook Hoganson*

Sara Holtz*

Bobbie Sue Hood*

Joanne Howard

Glenda Humiston*

Judith Johnson*

Kathryn Johnson

Pamela Joyner

Barbara Kamm

Heather Kitchen

Ellen Lapham

Marcia C. Linn*

Robin MacGillivray

Amy McCombs

Carol McLaughlin*

Nanette Lee Miller

Constance Moore

Linda Moriarty

Jodi Morris

Suzie Woodward Morris*

Susan Morse

Marina Park*

Roslyn Braeman Payne

Marion Peters, M.D.*

Elaine Petrocelli

Mary Jo Potter

Toni Rembe

Patricia Salber

Cailean Sherman

Clare H. Springs

Susan V. Sprunk*

Van Ton-Quinlivan*

Marsha Vande Berg*

Kirsten Wolberg

Kit Yarrow*

Wendy York-Fess

Karen Zehring*

We want to thank the IWF NorCal members who have generously donated to the Legacy Foundation from 2014 through early 2017 Through their philanthropy, we have been able to support our two outstanding partners: Year Up and Girl Scouts of Northern California The asterisk (*) indicates members who have donated in multiple years, from 2014 through early 2017



Leadership

Alone we can do so little,

—Helen Keller

together we can do so much.



Board of Directors

“The world needs strong women leaders. Through Legacy, we have the opportunity to build the next generation of women leaders.”

Barbara AdachiPresident

“The Leadership of the Next Generation is in our hands.”

Cindy EisenbergVice-President

“As other women invested in me, I want to invest in the next generation of women leaders. Legacy enables this, and through the power of the IWF community, multiplies the effect.”

Moira DowellSecretary

“I love the leverage that Legacy provides. We can identify and support organizations with proven programs to advance the lives of women and girls.”

Susan SprunkTreasurer



“I believe our purpose in life is to lift each other up. There’s such joy in being a part of another woman’s achievements.”

Christi Haley Stover

“I believe that women and girls are the best investment opportunity of our lifetime.”

Jodi Morris

“We need to work even harder to ensure more girls and young women from all backgrounds have the tools to become leaders.”

Susan Hoganson

“I am passionate about helping girls and women become leaders, having their voices heard and the diversity of their ideas welcomed.”

Kathy Anderson

“Please meet my god-daughter, Kalyn Taebin Lee-Swenson. She and seven-year olds like her are our future. The Legacy Foundation is about their future, and ours.”

Marsha Vande Berg

Board of Directors



Leader Spotlight: Barbara Creed & Sue Sprunk

The IWF Northern California Legacy Foundation began in 1990 under the leadership of Diane Winokur and Fran Streets who established the groundwork to create a legacy that could be passed to the next generation of leaders During their tenure, the Legacy Foundation sponsored several IWF Fellows and created five Oral Histories highlighting pioneering women leaders

In 2014, Barbara Creed and Sue Sprunk refreshed the Legacy Foundation’s purpose by establishing a new direction for the organization known as the Legacy Partnership Project “Legacy provides an important way for the IWF NorCal membership to give back in a collective way to our community,” per Barbara Creed

Today, in 2017 we have a vibrant partnership with Year Up and Girl Scouts of Northern California where our IWF NorCal members are making a visible impact In Sue Sprunk’s words, “We have found that members benefit from their relationship as much or more than the beneficiaries do ”

As we look to the future and growing the Legacy Partnership Project, Sue says “We need to learn from each partnering organization and continue to evolve into an increasingly more effective sponsor ” Barbara agrees that we need to continue communicating to IWF NorCal members the “gift of Legacy and the dimensions in which Legacy gives back to our members and the important benefits that Legacy provides to our Bay Area communities ”

Thank you to Barbara and Sue for their vision and leadership in creating this opportunity for our IWF NorCal members and the Legacy Foundation to make a difference in our community

Barbara Creed

Sue Sprunk

http://iwfnorcal.org/Legacy/http://iwfnorcal.org/Legacyhttp://www.yearup.orghttp://www.GSNorCal.orghttp://www.GSNorCal.org


Thank you

Looking Ahead

With a committed leadership team and renewed focus on our priorities of Leadership, Impact and Connectivity, we are well positioned for 2018 and beyond Our focus in 2018 will be to define the critical success factors for the Legacy Partnership Project, ensuring accountability from the Legacy Foundation and our partners In 2018, we will reinvest in our two current partners, Year Up and Girl Scouts of Northern California We will also begin the selection process for a new partner, as Year Up completes their three-year partnership agreement

We would like to thank you for your continued support of the Legacy Foundation—through your gifts of time, talent and treasure Because of you, our future is bright and we look forward to continuing our mission of improving the status of women and fostering the development of women leaders


ENGAGE

VOLUNTEER

DONATE

MENTOR

ATTEND

with your IWF NorCal peers, and leverage your employer and other unique resources in support of the Legacy Foundation and our partners

to support Legacy Foundation events and our partners

to the Legacy Foundation annually

an emerging young female leader through our Legacy Foundation partners

the annual Legacy Foundation Celebration

iwfnorcal.org/legacy

RSVP

DONATE
http://iwfnorcal.org/Donatehttp://iwfnorcal.org/event-2635245https://www.facebook.com/groups/287234218310545/http://iwfnorcal.org/Legacy/http://iwfnorcal.org/event-2635245http://iwfnorcal.org/Donate

Documents

LEGACY FOUNDATION ANNUAL REPORT 2017 - IWF NorCal · Christine Kessler Kissick Family Foundation Susan Crown and William Kunkler* Robert and Arlene Kogod Family Foundation* Mary and