Zorniger Family Fund

pg. 3Thank You to Judy

McCormick

pg. 4New Endowment

Funds

pg. 6Grants Give

the Gift of LifeThrough Art

pg. 7Special Recogni-

tion, PerformancesTake Center Stage

at Celebration

GOODT h e D a y t o n F o u n d a t i o nW I N T E R 2 0 0 6

insidefeatures

continued on page 5

Giving to others in a manner that “just made sense”

continued on page 2

New Board Chair Fred C. Setzer, Jr.His focus is on community service and collaboration

orn and raised in Dayton, Ohio, Fred Setzer’s Dayton

roots run deep. His fatherfounded Chapel Electric Com-pany, an electrical contractingfirm, in 1946. His father was anelectrician, and his mother tookcare of the new mom-and-popcompany’s books.

“They worked hard,” FredC. Setzer, Jr., said. “My dadstarted his day at 5:30 a.m. andwasn’t back home until after 7at night.” After his parentsturned the business over tohim in 1964, Fred Setzer grewSetzer Corporation and its af-filiated businesses out of ChapelElectric. The home office forthree businesses under SetzerCorporation’s umbrella remainsin Dayton, and another genera-tion of Setzers has come onboard to help run the businesses– his son Rick.

But being a businessman isonly part of what defines newDayton Foundation GoverningBoard Chair Fred Setzer. Volun-

teerism is an ingrained – anddeeply meaningful – part of hisdaily life. “It’s important to me,because I feel good when I doit,” he said simply. And makingtime to volunteer is not a last,but a primary considerationfor him.

Making a difference is whathe says motivates him to takeon major community challenges.He has chaired four successful,

s a businessman, Frank E. Zorniger, Jr., founder of

Frank Z Auto Group, thought itjust made sense. After carefulconsideration, he and his wifeNancy opened an advised familyendowment fund in The DaytonFoundation in 1993 to managetheir charitable giving to theorganizations and causesthey care most about.

“Most of us,” Mr.Zorniger said, “whetherprofessional or entre-preneurial, are focusedduring our early yearson striving to accu-mulate wealth andto satisfy personal

A

desires. When these goalshave been reached, we con-centrate on security for theretirement years, which is

very understandable.“What we don’t focus on

during this period is estateplanning. The sooner

we become aware

of this, the more productive wewill be in eluding monstrousestate taxes and managing thedirection of our hard-earnedwealth.

“I finally awoke to thisreality and established a familyfund at the Foundation. It’s ex-ceeded our best hopes. Theresults have been phenomenal!Our personal estate, as well asour family fund, has continuedto grow while we made addi-tional contributions each yearto the family fund.”

The Zornigers wanted tomake sure that they determinedwhere their resources went aftertheir deaths, not Uncle Sam.

B

Fred C. Setzer, Jr.

“FEW PEOPLE REALLY

UNDERSTAND HOW

INTRICATE THE

DAYTON FOUNDATION

IS. THERE’S SO MUCH

EXPERTISE HERE, SO

MUCH POTENTIAL TO

HELP MORE PEOPLE

AND ORGANIZATIONS

.”DO GOOD.”– Fred C. Setzer, Jr.

Nancy and Frank E.Zorniger, Jr.

“[A DONOR-ADVISED FUND]”

ORGANIZES YOU AND HELPS

YOU BETTER UTILIZE YOUR

.”RESOURCES.”

“I KNOW OF NO BETTER WAY TO“

HANDLE OUR ESTATE WITH SUCH

”EASE AND PLEASURE.”– Frank E. Zorniger, Jr. –

2

Setzercontinued

capital fundraising campaignslocally: a $2-million capitalcampaign for Hospice of Day-ton; the YMCA DowntownCampaign; YMCA $4-millionCapital Drive; and the morethan $3.5-million campaign tobuild an athletic practice facil-ity for Wright State University.

Despite the work involvedin such undertakings, Mr. Setzerfocuses on the sense of privilegehe feels to take part in thesechallenges. “To be able to dosomething for an organizationthat enables people to die withdignity, to assist a good organi-zation [the YMCA] that getskids off the streets, that bringsfamilies together and that anumber of years ago was almostbankrupt...to help build it backup like a Phoenix rising...to, asa volunteer, be part of makingthis happen – this is what mat-ters.” And now his chairman-ship of the Governing Boardof The Dayton Foundationprovides fertile ground for whathe sees as planting seeds forthe growth of a strong foun-dation for the Greater MiamiValley’s future.

“The Dayton Foundationis such a collaboration – it’smore than a conduit for donors’funds,” he said. It’s a mecha-nism, he believes, for bringingtogether donors to help not-for-profit organizations; nonprofits

staff team includes people withaccounting, legal and grant-making expertise, able to provideskilled assistance in workingwith donors and their financialand legal advisors. It also in-cludes former nonprofit chiefexecutives, who can workeffectively with the region’snonprofits to help strengthentheir organizations and work onissues of community concern.

“Few people really under-stand how intricate The DaytonFoundation is,” he said. “There’sso much expertise here, somuch potential to help morepeople and organizations dogood. Mike Parks [Founda-tion president] is a truly giftedleader, and we have such adedicated staff. The DaytonFoundation is in a uniqueposition, as an organizationdesigned to last and that ex-emplifies real neutrality. Thismakes the Foundation par-ticularly strong in its ability tofoster collaboration amongpeople and organizations.”

The fact that so manypeople don’t realize how effec-tively and efficiently The Day-ton Foundation can help themaccomplish their personalcharitable goals, is one of thechallenges Mr. Setzer sees forhis next two years as the newGoverning Board chair. “I

want people to read about TheDayton Foundation, talk tofriends about it and start usingit, perhaps by entering as aCharitable Checking Account

SM

donor. There is no long-termobligation in being a CharitableChecking Account donor. Theservice organizes your giving,provides the opportunity fortax advantages, makes yourcharitable grants, does yourpaperwork for you... and it’sfree. What I hope is that peoplewill read what we have to say,think for themselves, then callor come talk to us, learn fromus, see how much we canhelp them.”

“The Dayton Foundationfills a big community need.Our community faces manythreats,” he said, “economicbeing perhaps the greatest.” TheDayton Foundation can help,he believes, by encouragingthe pooling of community re-sources – by fostering nonprofitcollaborations and by growingthe number of people whoestablish funds to support thenonprofit community inmaking things better.

“The Foundation hasworked quietly behind thescenes in many communityventures, which is as it shouldbe. But people need to under-stand how central a role TheDayton Foundation has playedin numerous, critical commu-nity projects, without whichour community would not bethe same. Our donors havemade this Foundation a forcefor community good. Thestronger The Dayton Founda-tion grows, the stronger thecommunity will be. That’s acentral understanding thatI’d like to communicate.”

Increasing visibility for theFoundation and collaborationsmay well become the centralthemes for Fred Setzer’s chair-manship. He hopes that localbusinesses will become part

of that collaboration. “Theloaned executive program tononprofits that corporationshad for years in Dayton hasfaltered, mainly due to eco-nomic reasons. One of the

they’re just waiting to be asked.Maybe our community can dosomething about that.”

Another high priority –perhaps the highest, in FredSetzer’s mind – is education.“We see too many kids walk-ing the streets, with nothing todo.” Our community canchange that, he believes.

“I’ve grown up in Dayton;my kids have grown up here.It may sound trite, but I’dlike to leave the area betterthan when I came here...formy grandchildren and others’grandchildren. We can buildstrong, economic roots and acaring community. As a com-munity, however, we need tolook long term and be unifiedin our outlook. If we do this, ifwe’re grounded, we can builda firm foundation that willsustain our region long intothe future.”

Fred C. Setzer, Jr., is agraduate of Oakwood HighSchool and NorthwesternUniversity. He is chairman ofSetzer Corporation, a manage-ment holding company forBeacon Electric Company (anelectrical contracting firm),CTS Construction, Inc. (atelecommunications firm) andESCO Technologies (a commu-nications systems distributor).In addition to his active in-volvement with the organiza-tions listed in the story above(The Dayton Foundation,Hospice of Dayton, WrightState University and YMCA ofGreater Dayton), Mr. Setzercurrently or previously servedon the Sinclair CommunityCollege Foundation Board, St.Paul’s Episcopal Church Vestry,Dayton Art Institute Board,Carillon Historical Park Board,CityWide Board, DaytonChamber of Commerce (pastchairman) and ChiefExecutive’s OrganizationBoard.

“I’VE GROWN UP IN”

DAYTON; MY KIDS

HAVE GROWN UP

HERE. IT MAY SOUND

TRITE, BUT I’D LIKE

TO LEAVE THE AREA

BETTER THAN WHEN I

CAME HERE...FOR MY

GRANDCHILDREN

AND OTHERS’ GRAND-

.”CHILDREN.”– Fred C. Setzer, Jr.

..“AS A COMMUNITY...

WE NEED TO LOOK

LONG TERM AND BE

UNIFIED IN OUR

.”OUTLOOK.” – Fred C. Setzer, Jr.–

and foundations to tackle com-munity challenges; and theregion to unite around commonproblems and opportunities.Collaboration is a vital part ofany successful undertaking,Mr. Setzer believes.

To provide this leadershipand these services, the Foun-dation has put in place an im-pressive and diverse GoverningBoard and Board committeesand a highly trained team ofcharitable giving experts. The

things I’d love to see,” he said,“is a renewal of that concept –but perhaps with recentlyretired executives. There is somuch talent and experienceout there. People want to domore than play golf when theyretire. They still want to dosomething meaningful. I think

Fred Setzer and his wife, Jane, celebrating Christmas with their grand-children in South Carolina

Fred Setzer (right) at the dedication of the Setzer Pavilion/Mills-Mor-gan Center at Wright State University in August 2005. Also pictured are(left to right) Kim Goldenberg, Wright State University president, BobMills, Mr. Setzer’s partner in the building of the Center, and DeShaunWood and Brittney Whiteside, Raiders basketball players. This privatelyfunded, state-of-the-art center provides student athletes with one ofthe finest training facilities in the country.

“TO BE ABLE TO DO”

SOMETHING FOR AN

ORGANIZATION THAT

ENABLES PEOPLE TO

DIE WITH DIGNITY,

TO ASSIST A GOOD

– ORGANIZATION –

THAT GETS KIDS

OFF THE STREETS

[AND] THAT BRINGS

–FAMILIES TOGETHER –

TO, AS A VOLUNTEER,

BE PART OF MAKING

THIS HAPPEN...THIS IS

.”WHAT MATTERS.”– Fred C. Setzer, Jr. –

Phot

o: W

righ

t Sta

te U

nive

rsity

3

from thePresident

Michael M. Parks

T

The Dayton Foundationhas long been known for itsinnovative nature, which befitsDayton’s rich history. TheFoundation holds many firstsin its ability to adapt to theneeds of philanthropic people.Among them are The Disabil-ity Foundation, which providesimportant planning optionsfor families with loved oneswith disabilities; private foun-dation alternatives – FamilyFoundation Plus

SM

and FamilyFoundation Plus-

SM

Advised; theAfrican-American CommunityFund; the Legacy PartnershipProgram, which helps localnonprofits build their plannedand deferred giving funds;and other unique services.

The Job Center and OtherExamples

The Dayton Foundation’shistory also is one of workingbehind the scenes to move largeand complex local venturesforward to benefit hundreds ofthousands of area residents. Acase in point is The Job Cen-

ter, nationally recognized forits success in moving peopleoff welfare and into new andworking lives. The germ ofthe idea that became The JobCenter began in the 1980s,when the Foundation formedthe Self-Sufficiency Task Forceto address the question: Whycan’t everyone support them-selves?

As former FoundationChair Frederick C. Smith said,it took a decade of “focus, pa-tience and persistence,” makingthe case again and again forcomprehensive solutions todozens of reluctant agencies.

First, local agencies inMontgomery County signedon; next, with strong supportfrom then-Ohio GovernorGeorge Voinovich, state agen-cies entered into unprecedentedlevels of cooperation, until some47 separate agencies were pro-viding coordinated help to2,000 people a day at a singlesite – The Job Center. And italmost didn’t happen.

When the county couldn’tsign a long enough lease to payfor the project, The DaytonFoundation stepped in and

formed a coalition of organiza-tions that guaranteed paymentof the loan. The Foundation’sboard decided to take on thisrisk, because we believed itwas so vital to the people whoso desperately needed The JobCenter’s services. Today The JobCenter is studied and emulatedby other regions around thenation and yearly helps anestimated 500,000 peoplefrom across our community.

This is just one exampleof how the Foundation worksquietly on behalf of our region.Other examples include howThe Dayton Foundation backedthe bond financing that allowedthe building of the SchusterPerforming Arts Center to goforward; how we made a grantto enable RiverScape in down-town Dayton to hire its firstplanners; how we have, forexample, supported the workof a violence prevention centerin Xenia that gives shelter tobattered spouses and aidedresidential and day facilitiesfor people trying to overcometheir dependency on drugs andfor homeless people, respec-tively; how we have fundednumerous and far-reachingeducational projects that helpteachers learn new teachingskills and to give school drop-outs new educational alterna-tives that are helping them tosucceed; how we are providingnew diversity models for small-and medium-sized businessesto help businesses and minority

individuals to have expandedopportunities; among otherefforts.

Turning Possibilities toRealities Through Unre-stricted Funds

What enables The DaytonFoundation to do this work isthe support of donors whounderstand that the Founda-tion, as a nonprofit (public)charity, needs operating funddonations, as well as donorswilling to establish unrestrictedfunds. Despite the Foundation’slarge assets, nearly $262 mil-lion, as of September 30, 2005,only 7 percent of those assetsare unrestricted.

“UNRESTRICTED”

FUNDS ENABLE THE

...FOUNDATION...

TO RESPOND TO

COMMUNITY

CRISES AND

.”OPPORTUNITIES.”

Unrestricted funds make itpossible for the Foundation tomake grants in the communitywhere need is greatest and un-dertake leadership initiativesand other efforts like thoseabove. They help the Founda-tion to be able to operate, andthey give us the ability to re-spond to community crisesand opportunities.

A History ofInnovation andBehind-the-ScenesCommunity Work

he Dayton region is the birthplace of countless

inventions – the airplane, theautomotive self-starter, the cashregister, to name just a few. Ithas and continues to be thehome of writers and artists andboasts nationally recognizedperforming arts groups thatenrich the cultural life of ourcommunity.

What our communityalso has is one of the oldestand largest community foun-dations in the nation – TheDayton Foundation, whichserves a several-county areaof the Greater Miami Valley.Founded in 1921, The DaytonFoundation was a daringexperiment in its time.

meetings. She was there atmajor staff functions, wheneverthe Foundation needed herwise counsel and for numerouscommunity functions andmeetings where her presencewas required. It would be hardto find a chair more steadfastand deeply committed toserving well.

She is the Foundation’sfirst woman chair. She oversawthe revision of the Foundation’sinvestment policies, for evengreater stability and diversifi-cation. Under her leadership,the Foundation grew by $43million, delivered $68 millionover two years to nonprofits,grew the Legacy PartnershipProgram to 45 local nonprofitswho are increasing the plannedand deferred gifts coming totheir organizations, continued

the important work of the Di-versity Task Force and launcheda new Board initiative, theNeighborhood School CentersProject to help rebuild neigh-borhoods in Dayton and assistfamilies. And these are justsome of the highlights.

It is difficult to express thedepth of our appreciation for allthat Mrs. McCormick has givenas chair. She is what superbvolunteerism and leadershipare all about. We welcome hercontinuation on the Board forthe remainder of her term andlook forward to what she willcontinue to give to further thework of the Foundation andassist the community she loves.

Thank you, JudyMcCormick.

he Dayton Foundation would like to thank Judy

D. McCormick for providingoutstanding leadership as chairof the Foundation’s GoverningBoard the last two years.

Her deep commitmentto her work on behalf of TheDayton Foundation, her expe-rience and perceptiveness, andher special abilities to makefruitful connections betweenpeople throughout the com-munity demonstrated them-selves in many ways.

Mrs. McCormick led byan example of engagement,manifested in such ways asher attendance at nearly everyBoard-level committee meeting,in addition to subcommitteemeetings and Executive Com-mittee and Governing Board

A Special Thank You to Judy D. McCormick

T

Judy D. McCormick

“THE DAYTON“

FOUNDATION HAS

LONG BEEN KNOWN

FOR ITS INNOVATIVE

NATURE, WHICH

BEFITS DAYTON’S

.”RICH HISTORY.”

“THE GERM OF THE.”

IDEA THAT BECAME

THE JOB CENTER

BEGAN IN THE 1980s,

WHEN THE

FOUNDATION

-FORMED THE SELF-

SUFFICIENCY TASK

....FORCE....”continued on page 4

endowmentnew Endowment Funds

4

E stablishing a strong foun- dation for our community’s

future is a vision shared bydonors who have endowmentfunds at The Dayton Founda-tion. Donors recently startedthe following new endowmentfunds to support our region andtheir special charitable causes,now and in the future.

The Beth Abraham Syna-gogue Foundation PureEndowment Fund will pro-vide long-term support forBeth Abraham Synagogue,located in Dayton.

The Beth Abraham Syna-gogue Foundation TermEndowment Fund serves toaccept charitable donations forthe unrestricted use of BethAbraham Synagogue.

Building Bridges, Inc.,Legacy Endowment Fundassures unrestricted revenuefor Building Bridges, Inc., tohelp young men become pro-ductive members of society.

The Byron and NancyFirsdon Foundation servesto enhance charitable, educa-tional and community services,as directed by the donors.Following his retirement as aU.S. Air Force officer, ByronFirsdon established his ownbuilding and developmentcompany, Byron Firsdon Con-struction Co., Inc., in Daytonin 1973.

The George Geis FamilyFund was established througha bequest by Lois Geis to honorher family and the memory ofher father. The fund providesannual revenue to Holy AngelsChurch, Society for Improve-ment of Conditions for StrayAnimals and The HumaneSociety of Greater Dayton.

The Ida M. Graves MemorialScholarship Fund* was es-tablished by the friends andfamily of Ida M. Graves, whowas an inspiration to all who

knew her. Scholarships will beawarded to individuals partici-pating in the CLIMB (Creden-tials and Leadership in Manage-ment and Business) Programat Wilberforce University.

The Dave Herring Memo-rial Scholarship Fund wasestablished by Northridge HighSchool to remember the school’sformer principal, coach andteacher. The fund will assistgraduates to further their stud-ies at a college, university ortrade school.

The Arthur Huffer, Jr.,Foundation encourageshealthy lifestyles for German-town residents by providingfinancial assistance for medicalscreenings, educational pro-grams, emergency assistanceand other activities. This fundwas made possible through abequest by Arthur Huffer, Jr.

Despite the fact that theFoundation is one of the largestcommunity foundations in thecountry, it is among the small-est in regards to the percentageof discretionary (unrestricted)dollars available to us to doour community work. We havecut operating costs and workedhard to maintain lower expen-ditures, but this still leaves a gapthat, left unclosed, will restrictour ability to respond to com-munity need and opportunity.It is a case we need to make tothose who utilize and supportThe Dayton Foundation.

For the donors who havehelped us by responding toour annual operating appeal –and for the donors who haveset up unrestricted funds (fundsthat carry no restrictions on

United Theological Seminary

Mary Pryor

Dave Herring

The Mary and RichardPryor Fund will provide a one-time charitable gift to the orga-nizations of the donor’s choice.Dr. Mary Pryor, a retired familypractitioner, established thisfund in memory of her hus-band, Richard Pryor, a found-ing member of the law firm ofYoung, Pryor, Lynn & Jerardi.

how the Foundation uses them)– we thank you from the bottomof our hearts. We cannot dothe important jobs we arecalled upon daily to do in ourcommunity, without your gen-erous support. You have madepossible community efforts thatnever would have happened.Children are better educated,people in desperate need havefound jobs and shelter, and weare bringing hope to neighbor-hoods and families, becauseof you. Thank you.

In Conclusion

In conclusion, I would liketo welcome Fred C. Setzer, Jr.,as the new chair of our Gov-erning Board and to thankJudy D. McCormick, who justcompleted two years as theFoundation’s chair. These twoindividuals exemplify

From thePresidentcontinued

“...WE ARE...”

BRINGING HOPE TO

NEIGHBORHOODS

AND FAMILIES,

.”BECAUSE OF YOU.”

volunteerism at its best.We were so fortunate to

have had Judy, our first womanchair, these past two years.She couldn’t have been a moreengaged, perceptive, hard-working and committed Boardchair. Judy did an absolutelyexceptional job and provedherself a gifted and compas-sionate leader. We thank herfor all she has done for theFoundation and for the com-munity and are pleased that

we will continue to have herwise counsel on the Board forthe remainder of her term.

We are pleased that FredSetzer has accepted the chair-manship. He will bring hisbusiness acumen, volunteerexperience and strong com-munity commitment to the job.The page one feature aboutFred says it all. He is a giftedleader we are fortunate to havein our community and leadingour Governing Board for thenext two years. Welcome,Fred!

Michael M. ParksPresident

Nancy and Byron Firsdon

The South CommunityLegacy Fund, serving chil-dren, families and adults, willhelp provide a continuum ofbehavioral healthcare servicesin the Greater Miami Valley.

The United TheologicalSeminary Permanent En-dowment Fund provides asource of permanent, annualoperating revenue for theUnited Theological Seminary.

* African-American Community Fund

Building Bridges, Inc.

5

“With taxes paid to the federaland state governments, youhave no say in how the moneyis spent,” Frank Zornigernoted. “I like to know wheremy money’s going and havesome say in how it should bedisbursed.”

Gardening has long beena passion of the Zornigers,particularly Nancy Zorniger,who is a member of the GardenClub of Dayton. A Europeantrip in the early 1970s inspiredthem to bring the beauty ofHolland back to Dayton.

With assistance from theZornigers’ fund, hundreds ofthousands of bulbs have beenplanted over the years, withmore than 45,000 bulbs plantedlast fall alone by staff, volunteersand children from Dayton’sinner city. The children willreturn in the spring to see thefruits of their labor.

“It’s a great opportunity forurban children to experiencethe joy and beauty of gardeningfirst hand,” said Mr. Zorniger,who is a former Cox Arboretumboard member.

“Thanks to Frank andNancy’s incredible generosityand encouragement, thesespectacular tulip and daffodildisplays bring thousands ofvisitors to the park each spring,”said Jay Woodhull, directorof Cox Arboretum.

In addition to the ease withwhich grants can be made totheir favorite organizations,the Zornigers like the account-ing of the fund’s transactionsin quarterly statements, theinformation resource repre-sented by the Foundation, andthe fact that they can do all oftheir family’s charitable giving

through one vehicle.“It organizes you,” he said,

“and helps you better utilizeyour resources.” Furthermore,they were able to establish anendowment fund, set up forperpetuity, which could beadvised by their children andgrandchildren after theirlifetimes.

“Our family is the mostimportant thing in our life,” Mr.Zorniger said. “When we setup our family endowed fund,we wanted to have the childreninvolved in the procedure ofgiving back to the communityin which we have made ourliving.” Because giving backto the community that hadbenefited them is so importantto the Zornigers, he stipulatedthat the fund only could beadvised by family membersliving in the Miami Valley. “Ifyou live here, you know theneed. If you don’t, you can’tknow it.”

“There is real enjoymentin giving, in making life betterfor others,” he said, “and wepersonally enjoy giving duringour lifetimes and seeing theresults of our gifts.”

Frank E. Zorniger, Jr., gavean example of how a personcan build a substantial familycharitable fund, with a mod-est impact on family assets.

“Let’s say, for illustrationpurposes, that a person hasan adjusted gross income of$300,000 and that he makesa charitable contribution of$90,000. By reducing his tax-able adjusted gross incomeby $90,000, he realizes a fed-eral income tax savings of$29,700, which means thatthe contribution in realityonly costs him $60,300.”Also, any savings on estatetaxes could reduce the costsubstantially.

“If he continues tocontribute to his fund at thesame level each year, say for10 years, just imagine howmuch this fund would grow,compounding annually –especially if the assets are heldand invested for the purposeof creating a larger fund forfuture distributions. Thefund would be significantlygreater than the $900,000contributed, and he wouldrealize a total of $297,000 infederal income tax savings.More importantly, he has

Grants inActionGrants in Actionrecognizes theresults of notablegrant awards,whether large orsmall, and thesignificant impactthey have onstrengtheningthe GreaterMiami Valleycommunity.

Clothes That Work!Boutique Helps PeopleDress to Impress, GainSelf-Confidence

People know that first impres-sions make a difference, espe-cially when interviewing for ajob. Thanks to Clothes ThatWork!, which provides free,interview-appropriate clothingto individuals preparing forself-reliance, more than 7,600area women and men have beendressed for success since 1998.

tique generates income to helpus become self-sufficient. Plus,we’re providing valuable workexperience and training in aresale environment for publicassistance recipients who vol-unteer in the store. It’s a win-win for everyone.”

Said one client, “I neverexpected to feel so good whenI put on that suit. I feel like Ican do anything!”

Kids Stay off the Street,Gain Pride and SkillsThanks to Grant

When the school bell signalsthe end of the day, after-schoolprograms often fill a void formany working families. How-ever, after the Huber SouthwestNeighborhood Center in HuberHeights closed in 2004, manyfamilies were left with no safe,affordable alternative fortheir children.

Thanks in part to a $5,000grant from The Dayton Foun-dation, Camp Fire USA GreaterDayton Area Council reopenedthe facility in 2005 as the CampFire Community Family Center.The Center currently servesmore than 80 students.

In addition to honingtheir academic studies throughtutoring and homework labs,students participate in summerday camps and Camp Fire ser-vice activities, such as com-munity beautification projectsand creating quilts for home-less individuals.

“The children are thriving,the community is experiencingless crime, and the parents arethrilled at the difference thatthe program is making in theirchildren’s grades and behavior,”

To take their services onestep further, Clothes ThatWork! opened the doors to aresale clothing boutique inAugust 2005 with the supportof a $10,000 grant from TheDayton Foundation. The bou-tique offers stylish, but afford-able, work-appropriate andcasual outfits, as well as formalwear, for sale to clients andto the public.

“Thanks to so many gener-ous individuals in the commu-nity, we receive an abundanceof donated clothing, most ofwhich is very nice, but notappropriate for a job interview,”said Kym Yahn, executivedirector for Clothes That Work!“In addition to helping us re-duce our inventory, the bou- said Keith Harrison, executive

director of Camp Fire USAGreater Dayton Area Council.

Most importantly, Mr.Harrison reports, the studentsare more positive about theircommunity and have takenownership of the facility,making it “their place.”

Clothes That Work!

Camp Fire USA Greater Dayton Area Council

Zornigercontinued

been able to grow a sizablefund for charitable purposes,which can last for generations,at a modest cost to his estate.

“When you consider theenhanced ability of your ben-eficiaries to make significantcharitable contributions foryears to come, I think the costis very small indeed,” he noted.

“Of course, peopleshouldn’t do this unless theyfeel secure about their life-time financial situation,” hecommented, “but the taxbenefits and the contributionbenefits to the communityare far ahead of any otherchoice – and you controlwhere your money is spent,instead of it going to taxes. Iknow of no better way tohandle our estate with suchease and pleasure.”

“THERE IS REAL”

ENJOYMENT IN

GIVING, IN MAKING

LIFE BETTER FOR

....OTHERS....”– Frank E. Zorniger, Jr.–

A Tax-Smart Way to Make a Difference

The inner city children whohelped plant 45,000 bulbs last fallat Cox Arboretum will return inthe spring to see the fruits oftheir labors.

“...THE TAX...”

BENEFITS AND

THE.CONTRIBUTION

BENEFITS TO THE

COMMUNITY ARE

FAR AHEAD OF ANY

”OTHER CHOICE.”– Frank E. Zorniger, Jr.–

Among the many chari-table programs and organiza-tions that they have contrib-uted to through their fund, theZornigers have sponsored abulb-planting project at CoxArboretum Gardens andMetroParks.

of their children collaboratingin determining how best tomake a difference in the com-munity, open a single accountfor their children to advisejointly. Still others include theirchildren along with themselves,to make charitable decisions asa family. In addition, accountsto be advised by children orgrandchildren can be estab-lished during the donor’s life-time or after death, with assetsdesignated from their estates.The possibilities are many.

The ease and flexibility todirect grants as frequently asyou would like and to the or-ganizations and in the amountsthat you wish, makes this ser-vice ideal for anyone. Plus, theability to do all of this online ina secure environment through

Tips on Charitable Giving

By Beth Schaeffer, seniordevelopment officer

ften charitable individuals who understand the

value and importance of givingback to the community, wantto promote and encouragethe same philanthropic spiritamong their children or grand-children. For several DaytonFoundation donors, opening aCharitable Checking Account

SM

for their children has provento be just the ticket.

Because there are no feesand no minimum balance ordeposit requirements, somedonors establish and fundseparate Charitable CheckingAccounts for their children,allowing each child the au-thority and independence todirect grants to charities.Other donors, who like the idea

Passıng philanthropic values to the next generation

Donor Express, as well as openan account online in a matterof minutes, makes this freeservice particularly attractive toyoung, computer-savvy adults.

To learn more about thistime-saving, convenient andfree service, you may go tothe Foundation’s web site atwww.daytonfoundation.org orcall me, Beth Schaeffer, seniordevelopment officer, at TheDayton Foundation at (937)225-9956. To open an accountonline, just look for our homepage link to the CharitableChecking Account application.

O

or every vase, painting or other work of art, there is a

unique story about the artistwho made it.

This especially is true atWe Care Arts, Inc., where eachcarefully crafted piece of artrepresents a triumph over adifficult life challenge.

Sarah, for example, hadbeen very active in her kids’lives and in creating arts andcrafts until she suffered an an-eurysm, leaving her physicallyand emotionally disabled.

viduals with special needs gain,or in some cases regain, a senseof accomplishment by express-ing themselves through art.”

“Sarah had so much tooffer. She was smart, quick andfunny too,” said Rose, Sarah’s

to create one-of-a-kind artsand crafts.

To support their efforts,The Dayton Foundation hasawarded two discretionarygrants totaling $20,000. Thefirst grant in 2003 helped torenovate their new Ketteringfacility, which includes a giftshop offering clients’ creationsfor sale. A second grant in 2005will grow their Art Café, after-work art activities for youngadults with disabilities.

“In addition to the renova-tion, these grants are enablingus to expand our client pro-gramming, as well as our com-munity outreach programs,”Ms. Schalnat said. “Thanks toThe Dayton Foundation, weare exceeding our objective toserve more clients.” CurrentlyWe Care Arts serves approxi-mately 130 clients a year, witha goal of serving 300 clientsin 2006.

Through collaboration withGoodwill Industries/EasterSeals, We Care Arts teachersregularly meet with the childrenat All Kids, a child-care centerthat serves children with specialneeds. The teachers share sto-ries about master artists, suchas Vincent Van Gogh, who hadto overcome difficulties oftheir own.

“The goal,” Ms. Schalnatsaid, “is to expose the childrento the idea that art can be a life-long tool for expression andcreativity, even in the mostdifficult situations.”

Foundation Grants Give the Gift of Life Through Art

“SARAH HAD SO”

MUCH TO OFFER. SHE

WAS SMART, QUICK

AND FUNNY TOO. I

THOUGHT WE’DNEVER SEE THAT

AGAIN, BUT

THROUGH WE CARE

ARTS, I SEE IT

.”COMING BACK.”– Rose, mother of Sarah,–

a We Care Arts client

“ART IS HEALING”

.”AND POWERFUL.”– Terry Schalnat, founder –and executive director of

We Care Arts, Inc.

“I love doing my artwork,”said Carla, who is developmen-tally disabled and has been withWe Care Arts for nearly 12years. “The best part is we’relike family here. We all reallycare for each other.”

For Terry Schalnat, hergreatest pleasure is seeingclients with a satisfied smileafter completing their projects.“Art is healing and powerful,”she said.

F

Clients may keep their artwork or sell it through the We Care Arts giftshop, located on Wilmington Pike in Kettering.

“After working in our pro-gram, she has gained a newlease on life, finding the energyand motivation to becomeactive again in her kids’ lives,”said Terry Schalnat, founderand executive director of WeCare Arts. “We can help indi-

mother. “I thought we’d neversee that again, but through WeCare Arts, I see it coming back.”

Since its creation 22 yearsago, We Care Arts has helpedmore than 3,000 individualswith injuries, developmentalhandicaps or mental illness

We Care Arts helps people turn disabilities into possibilities through art.

Visit The Dayton Foundation’sweb site for this recently addedfeature.

Contribute to Your Chari-table Checking Account

SM

Online through DonorExpress. Foundation donorsnow may electronically transferfunds from a personal savings orchecking account to an existingCharitable Checking Account. It’sfast, easy and secure. Simply loginto Donor Express and click onthe Contribute to Your Accountbutton. A link to the Foundation’sonline credit card contributionpage also is available.

webOn the

6

azzling performances from local arts organiza-

tions and a special recognitionof John E. Moore, Sr., andFrederick C. Smith made TheDayton Foundation’s 2005Biennial Meeting – “Celebra-tion: The Art of Giving!” – anevening to remember!

“YOU DID IT AGAIN!”

THE BIENNIAL EVENT

– WAS WONDERFUL –

CONGRATULATIONS!– Burnell R. Roberts, donor –

and Emeritus Governing Boardmember

More than 500 donors andother friends of the Foundationgathered at the Benjamin andMarian Schuster PerformingArts Center on November 3.Judy D. McCormick, then chairof the Foundation’s GoverningBoard, welcomed guests, whilePresident Michael M. Parks

T

grantsRecent Discretionary Grantssupport worthy community causes

he Dayton Foundation Governing Board recently

approved discretionary grantstotaling $232,600 to 17 chari-table organizations within theMiami Valley. These grants,made possible by donors whohave placed no restrictions ontheir endowed funds, help theFoundation to address unmetneeds in our community. Dis-cretionary grants represent asmall portion of the more than15,000 grants ($33.6 millionlast year) awarded to charitiesannually from Foundationfunds, as directed or advisedby donors.

AIDS Resource Centerof OhioTo assist the Center in relocat-ing to the Kuhns Building indowntown Dayton, The DaytonFoundation awarded a $20,000grant. This new, larger, handi-capped-accessible office willenable the Center to offermore programs and services.

Building Bridges, Inc.Thanks to a $15,000 DaytonFoundation grant, BuildingBridges, Inc., will purchase newmarketing materials and com-puter software to help increasepublic awareness and financialsupport for their work-therapyprograms for troubled youth.

Catholic Social ServicesA $15,000 Dayton Foundationgrant will help Catholic SocialServices develop a volunteerprogram, including creatingrecruitment materials, trainingvolunteers in outreach pro-grams and developing a JuniorBoard for young working indi-viduals and families.

Dayton PhilharmonicOrchestraA $20,000 Foundation grantwill aid the Orchestra in pub-licizing free and discountedchamber performances at vari-ous churches and communitycenters. The performances will

celebrate the 250th anniver-sary of Wolfgang AmadeusMozart’s birth.

Goodwill/Easter SealsTechnology ResourceCenterThe Foundation awarded a$15,300 grant to the Center tohelp the Committee to Aid theBlind in its efforts to meet theneeds of Greater Dayton-arearesidents with visual impair-ments.

Home Based Arts USA, Inc.More than 7,000 first- throughfifth-grade Dayton PublicSchool students will receivesocial studies activity bookshighlighting state and local

history, thanks to a $10,000Dayton Foundation grant toHome Based Arts USA, Inc.

Hospice of DaytonFoundationA $30,000 Foundation grantwill assist Hospice of Daytonestablish Focused Care, adisease-management programproviding specialized cardiol-ogy, oncology and geriatricstreatment to terminally illpatients in their homes.

Special recognition, performances take center stage at

D

Catholic Social Services

Dayton Philharmonic Orchestra

Kettering Children’s Choir

Kettering Children’s ChoirA $5,000 Dayton Foundationgrant will help defray personnel

continued on page 8

gave the Report of The DaytonFoundation and told how theFoundation helps donors fulfilltheir art of giving for the benefitof our community.

Guests gave former Gov-erning Board Chairs John E.Moore, Sr., and Frederick C.Smith a standing ovation fortheir decades of extraordinaryservice to the Foundation andto the region. In addition toscrapbooks filled with specialletters from friends and col-leagues across the community,grants were made in their honor:one to the African-AmericanCommunity Fund, in Johnand Hester Moore’s honor; theother to The Pfeife Smith WorldAffairs Scholarship Fund, inFred and Pfeife Smith’s honor.

Following spectacularperformances by Dayton Con-temporary Dance Company,The Human Race TheatreCompany and Rhythm in Shoes,guests adjourned to the Win-tergarden for a wine and light

Foundation’s Biennial Celebration

7

“I HAD A”

MARVELOUS TIME AT

THE BIENNIAL

MEETING…IT WAS

A TREMENDOUS

SUCCESS. EVERYONE I

SPOKE WITH FELT THE

.”SAME WAY.”– Robin McCall, –Morgan Stanley

Top photo (left to right): MichaelM. Parks, John E. Moore, Sr.,Frederick C. Smith and Judy D.McCormick. Above (left to right):Nick and Bea Davis, BruceKreinbrink and Taryn Frederick

supper social, featuring TheEddie Brookshire Trio and anexhibition by the DaytonVisual Arts Center.

DaytonContemporaryDanceCompany

GOODNonprofit OrganizationU.S. PostageP A I DDayton, OhioPermit No. 688

I N S I D ENew Board Chair Fred C. Setzer, Jr.: A Focuson Community Service, Collaboration

Zorniger Family Fund: Giving to Others in aManner that “Just Made Sense”

A Special Thank You to Judy D. McCormick

Foundation Grants Give the Gift of LifeThrough Art

Special Recognition, Performances TakeCenter Stage at Biennial Celebration

Printed on recycled paper.

Is the information on thislabel correct? If not, pleasecall (937) 222-0410.

The Regional Community Foundation

2300 Kettering TowerDayton, Ohio 45423Phone (937) 222-0410Fax (937) 222-0636Web www.daytonfoundation.orgE-mail info@daytonfoundation.org

President: Michael M. Parks. Governing Board:Fred C. Setzer, Jr., chair, Thomas G. Breitenbach,Franz J. Hoge, Ellen S. Ireland, Charles A. Jones,Helen Jones-Kelley, Jamie King, Leo E. Knight, Jr.,Gary L. LeRoy, Judy D. McCormick, Laura B. Pannier,Douglas C. Scholz, Richard W. Schwartz, Jerome F.Tatar, Fred E. Weber. Financial Managers: AdamsFinancial Group; Ameriprise Financial Services,Inc.; Baird Investments; Behnken and Associates,Inc.; Buckingham Financial Group; C.H. Dean andAssociates; Dover Partners; Eaton National Bank;A.G. Edwards & Sons, Inc.; Eubel, Brady &Suttman Asset Management; Fifth Third Bank;Financial Counseling Incorporated; First AllianceAsset Management Access Financial Group;Gradison-McDonald; The Huntington; InvestmentManagement and Research; James InvestmentResearch, Inc.; JP Morgan; Key Bank, NA; K H BCorporation, Inc./Bear Stearns & Co., Inc.; LeggMason Wood Walker, Inc.; Liberty Savings Bank,FSB; Linsco/Private Ledger Financial Services;McDonald Investments, Inc.; Mead, Adam & Co.,Inc.; Merrill Lynch and Company; Michael J.Monaghan & Associates; Morgan Stanley; NationalCity Bank; Northwestern Mutual Fund Services;Oxford Financial Advisors Corp.; PNC Bank, Ohio,NA; UBS Financial Services, Inc.; Parker Carlson &Johnson; Prudential Preferred Financial Services;Sagemark Consulting, Inc.; Smith Barney; Spears,Grisanti & Brown, LLC; Transamerica InvestmentManagement, LLC; Truepoint Capital, LLC, USBank; Wachovia Securities; Westminster FinancialSecurities; A.T. Whitehead.

activities, such as relay racesand obstacle courses, usingfarm tools and equipment. TheFoundation awarded a $10,000grant to develop these programs.

Miami Valley HospitalFoundationA $5,500 Foundation grant willhelp defray the costs of a new,sexual assault, response-teammanual, which will be used bylaw enforcement agencies andother agencies throughoutMontgomery County.

Ohio PresbyterianRetirement ServicesTo aid in monitoring the healthof residents at six Greater Day-ton senior retirement centers,the Foundation awarded a$10,400 grant to purchase aspecialized telephone- andvideo-monitoring system.

Oregon Historic DistrictSociety, Inc.The Foundation awarded a$6,400 grant to the Society toassist in the production ofOregon Stories, a documentarychronicling the rich historyof Dayton’s Oregon HistoricDistrict.

Unified Health SolutionsA $10,000 grant will assistUnified Health Solutions inaddressing the academic andsocial needs of youth throughafter-school, weekend andsummer programs, with anemphasis on reading, scienceand math.

United Way of the GreaterDayton AreaThe Dayton Foundationawarded a $10,000 grant tostimulate new and increased

RecentGrantscontinued

costs of Dayton PhilharmonicOrchestra members who willaccompany the Choir at their20th anniversary concert in May.

Kids in New Directions(KIND)The Foundation awarded a$15,000 grant to aid KIND inexpanding their after-schoolactivities in East Dayton, includ-ing English classes for Hispanicchildren and Spanish classesfor English-speaking children.

The Learning Tree FarmTo help address childhoodobesity, Learning Tree Farm isengaging children in fitness

United Way of the Greater Dayton AreaKids in New Directions

gifts to the United Way Cam-paign through a challenge grantprogram. Challenge grants willfund programs and projectsthat address new and emergingcommunity needs.

We Care Arts, Inc.Thanks to a $10,000 Founda-tion grant, We Care Arts willoffer more Art Café after-workart activities, which providesocial opportunities for youngadults with disabilities.

YWCA of DaytonThe Foundation awarded a$25,000 grant to aid in theconstruction of a child-carecenter at St. Vincent Hotel.The center will provide activi-ties, health assessments andother services for homelesschildren in the area.