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Following Hurricane Sandy in late 2012, CFES received contributions of nearly $34,000 and provided an additional $5,000 to the Disaster Relief Fund. On behalf of our friends and neighbors in Somerset County, we thank the many generous individuals, businesses, civic organizations and other foundations who responded from the Lower Eastern Shore and across the State of Maryland. Doug Wilson, Community Foundation President, stated. “We appreciate the outpouring of generosity from the community and commend those who are still supporting recovery efforts through volunteer efforts and financial support in Crisfield and the surrounding areas.” All contributions to the Disaster Relief Funds will be granted to nonprofit and community organizations, information is available by contacting CFES. Funds have been granted already and the Foundation staff is working with the Somerset County Long Term Recovery Committee to distribute the remaining funds. For more information on the Disaster Relief Fund or how to apply for funds, please contact Erica Joseph at 410-742-9911 or [email protected]. Spring 2013 ; Volume 16 ; Number 3 www.cfes.org Community Generously Supports Disaster Relief Fund Grants made for recovery efforts following Hurricane Sandy We’re pleased to inform area donors and nonprofits that the recent extension of the Pension Protection Act provides a unique opportunity to holders of traditional and ROTH IRAs who are at least 70 ½ years old. On January 2, 2013, President Obama signed the American Taxpayer Relief Act of 2012 into law, extending the provision allowing individuals to transfer their IRA assets directly to charity without recognizing those assets as income. In 2013, holders of traditional and Roth IRAs who are at least 70 ½ years old can make direct charitable transfers up to $100,000 per year. As a qualified public charity, the Community Foundation can help donors execute the transfers and choose from several charitable fund options for their gift. Donor Advised Funds do not qualify for tax-free IRA transfers. We urge donors to work with their professional advisors to determine the effects of these rules on their specific tax situation. IRA Charitable Rollover Extended for 2013 Local nonprofit organizations and donors benefit from new taxpayer relief act Perdue AgriBusiness, Inc. donated $1,575 to support the Community Foundation’s Disaster Relief Fund. Proceeds are from the Perdue AgriBusiness, Inc. annual “Turkey Open” golf tournament. Pictured (l to r) are: (holding check) Terry Sullivan, Assistant to the President; and John Ade, Vice President, Grain Division. Also pictured are: Paul Wellinghoff, Manager, Hedge & Risk Management; Bruce Roberts, Manager, Soymeal Merchandising; Doug Wilson, President, Community Foundation; Kathy Klein, Vice-President, Co-Product Sales; John Cassidy, Vice President, Perdue Grain & Oilseed, LLC; and Richard L. Willey, President, Perdue AgriBusiness, Inc. Tax-free Alternatives for IRA Charitable Rollovers: Here are four types of charitable funds at the Community Foundation that qualify for tax-free transfers from IRAs: Community Needs Funds: Meeting urgent and ever-changing needs in our community. Field of Interest Funds: Connecting personal values to high-impact opportunities. Designated Funds: Helping local nonprofit organizations succeed and grow. Scholarship Funds: Helping young people in our community fulfill their dreams. All grants will support area citizens recovering from Hurricane Sandy

Spring Pillar 2013

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Page 1: Spring Pillar 2013

Following Hurricane Sandy in late 2012, CFESreceived contributions of nearly $34,000 andprovided an additional $5,000 to the Disaster ReliefFund. On behalf of our friends andneighbors in Somerset County, wethank the many generousindividuals, businesses, civicorganizations and otherfoundations who responded fromthe Lower Eastern Shore and acrossthe State of Maryland.

Doug Wilson, Community FoundationPresident, stated. “We appreciate the outpouring ofgenerosity from the community and commend thosewho are still supporting recovery efforts through

volunteer efforts and financial support in Crisfieldand the surrounding areas.”

All contributions to the Disaster Relief Fundswill be granted to nonprofit and

community organizations,information is available bycontacting CFES. Funds havebeen granted already and the

Foundation staff is working withthe Somerset County Long Term

Recovery Committee to distribute theremaining funds. For more information on theDisaster Relief Fund or how to apply for funds,please contact Erica Joseph at 410-742-9911 [email protected].

Spring 2013 ; Volume 16 ; Number 3 www.cfes.org

Community Generously Supports Disaster Relief FundGrants made for recovery efforts following Hurricane Sandy

We’re pleased to inform area donors and nonprofitsthat the recent extension of the Pension ProtectionAct provides a unique opportunity to holders oftraditional and ROTH IRAs who are at least 70 ½years old.On January 2, 2013,President Obamasigned the AmericanTaxpayer Relief Actof 2012 into law,extending theprovision allowingindividuals totransfer their IRAassets directly tocharity withoutrecognizing thoseassets as income. In 2013, holders oftraditional and RothIRAs who are at least70 ½ years old canmake directcharitable transfersup to $100,000 peryear. As a qualifiedpublic charity, theCommunityFoundation can helpdonors execute thetransfers and choosefrom several charitable fund options for their gift.Donor Advised Funds do not qualify for tax-free IRAtransfers. We urge donors to work with theirprofessional advisors to determine the effects of theserules on their specific tax situation.

IRA Charitable RolloverExtended for 2013

Local nonprofit organizations and donorsbenefit from new taxpayer relief act

Perdue AgriBusiness, Inc. donated $1,575 to support the Community Foundation’s Disaster Relief Fund.Proceeds are from the Perdue AgriBusiness, Inc. annual “Turkey Open” golf tournament.Pictured (l to r) are: (holding check) Terry Sullivan, Assistant to the President; and John Ade, Vice President, GrainDivision. Also pictured are: Paul Wellinghoff, Manager, Hedge & Risk Management; Bruce Roberts, Manager, SoymealMerchandising; Doug Wilson, President, Community Foundation; Kathy Klein, Vice-President, Co-Product Sales; JohnCassidy, Vice President, Perdue Grain & Oilseed, LLC; and Richard L. Willey, President, Perdue AgriBusiness, Inc.

Tax-free Alternativesfor IRA CharitableRollovers: Here are four types of charitablefunds at the CommunityFoundation that qualify for tax-free transfers fromIRAs:• Community Needs

Funds: Meeting urgentand ever-changingneeds in ourcommunity.

• Field of Interest Funds:Connecting personalvalues to high-impactopportunities.

• Designated Funds:Helping local nonprofitorganizations succeedand grow.

• Scholarship Funds:Helping young peoplein our communityfulfill their dreams.

All grants will support area citizens

recovering from Hurricane Sandy

Page 2: Spring Pillar 2013

Doug H. Wilson

Messagefrom thePresident

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The Community Foundation and approximately30 other organizations and agencies providedscholarship information and resources to helpstudents and their families navigate the maze ofscholarship application and eligibilityrequirements for local and regional colleges anduniversities.

In 2012, the selfless generosity of our donorswho have established scholarship funds allowedthe Community Foundation to award almost$300,000 in college scholarships to over 200students!

Foundation Participates in Delmarva EducationFoundation Scholarship Fair

Leave a LegacyDeclare in writing your intent to make a deferredgift to the Community Foundation by will, trust,life insurance or other financial instrument thatcreates a lasting legacy which benefits thecommunity beyond your lifetime. We invite youto become part of our Legacy Society.

BJ Summers, Donor Relations Officer, assistsa student with scholarship information

Board Retreat Reviews Foundation’s Strategic Plan

Strategic Planningwas the topic ofdiscussion at theCommunityFoundation’s annualboard retreat inFebruary. The retreatwas held at theFoundation officewith the Board ofDirectors and staffparticipating.

Leonard Raley,President & CEO,University System ofMarylandFoundation,Inc., and Vice-Chancellor ofAdvancementfor theUniversitySystem ofMaryland,presented anoverview ofeffective boardsand engagingdonors. He alsopresented onphilanthropy inthe current

economic climate andthe significance ofcreating andcontinually updating astrategic plan to reflectan ever changingorganization.

Board retreatparticipants organized inseveral break out groupsto help staff identify keyobjectives and messagepoints. These discussionswill assist the Foundationin completion of the finalstrategic plan.

TheFoundationremainscommitted toaddressingchallengesfacing the regionthroughfunding,providingleadership, andserving as acatalyst forpositive changein ourcommunity.

Jane Corcoran, Community Foundation Board Member with MarianneHorrigan, Associate Vice Chancellor for Advancement/Chief of Staff,University System of MD

Melody Nelson, Vice-Chair, Community Foundation Boardof Directors with Leonard Raley, President & CEO,University System of MD Foundation, Inc. and ViceChancellor of Advancement for the University System of MD

In this issue of the Pillar, it is more evident thanever that staff, donors and volunteers are diligentlyand tirelessly working to enhance our region andthe quality of life for all who call the Lower EasternShore “home.”

Please take a moment to read this quarter’sDonor Profile on page five featuring PrincessAnne resident Anne Duer Gee. Communityinvolvement is not new to Anne. She’s busyresearching the writings of the Teackle Mansionfamily and establishing her legacy by linking thepast to the present.

The Four Ways to Give segment featuresMorris Family owned Shore Distributors, Inc. Thirdgeneration family member Jim Morris providesinsight on how the family is passing down the legacyof their parents who made philanthropy a familyaffair.

With your support, almost $40,000 was raisedfor our Disaster Relief Fund established followingHurricane Sandy. Grants are being distributed tolocal nonprofits and organizations in need and ourown community of Crisfield will benefit greatly fromyour generosity!

Did you know? The IRA Charitable RolloverExtension allows individuals age 70 1/2 or older todonate up to $100,000 directly to charity withouthaving to treat the withdrawals as taxable incomefor 2013. We ask that you please check with your taxprofessional for more information.

I hope you enjoy the highlights of our workover the last quarter. We invite you to help us fulfillthe Community Foundation’s mission by doingmore good in your community today and spread theword about the great work we do!

Enjoy!

Page 3: Spring Pillar 2013

In 1946, JohnE. MorrisestablishedShoreDistributors,Inc., awholesaledistributor ofHVAC andplumbingproducts, inSalisbury. Threegenerationslater, five familymembers stillrun the businessby servingDelmarva with 12locations.

However, John’s son, Frank Morris, didn’tbelieve that distribution only applied to airconditioning, heating and plumbing products. Hebelieved in the distribution of his time and assets--he was a civic minded individual. ShoreDistributors, Inc.’s history and culture has beenbuilt upon giving back to the community whereits employees live and work.

Frank, with other influential communityleaders at his side, served as a pivotal facilitator inthe establishment of the Community Foundationof the Eastern Shore. He then served on the Boardof Directors as Chairman. Since the Foundation’sinception, Sue Morris and son Jim have alsoserved on the Board of Directors.

Frank Morris helped chart the course for theCommunity Foundation, and their family

The Community Foundationsupports philanthropy in manyways, as evidenced by the morethan 500 funds that make up theCommunity Foundation. Donorsentrust us with their charitablefunds, knowing we can helpthem invest in the Lower EasternShore today—and forever.Several new charitable fundshave been created at theCommunity Foundation sinceour last newsletter.

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Shore Distributors, Inc. and Corporate Philanthropy

New Charitable Funds Established

FOUR WAYS TO GIVE

Over the next year, the Pillar will focus onthe FOUR WAYS TO GIVE back to yourcommunity. Look for a specific page devotedto the following topics: OPEN A FUND,INVEST IN THE LOWER EASTERN SHORE,SUPPORT CFES, and CREATE A LEGACY.

This issue spotlights how to:

2. INVEST in the Lower Eastern ShoreSupport Community Foundation’s grants,

initiatives and advocacy focused on building abetter Lower Eastern Shore, one with agrowing economy where all have theopportunity to succeed. Support current needsor help us build a community endowmentthat will strengthen the Lower Eastern Shoretoday and for generations to come.

Again, we invite you to find out why adonor advised or other charitable fund is a taxadvantage and convenient alternative. Fundsat the Community Foundation can help yougive back to your community, providescholarships to worthy students, support abeloved organization, or focus on a particularinterest.

At the Community Foundation, we havelots of options for your giving, and we canhelp you create a plan that fits your situation.Explore www.cfes.org or give us a call!

INVEST in theLower Eastern Shore2.

Bethesda UnitedMethodist ChurchEleanor BoundsMinisterialScholarship

Bethesda United MethodistChurch established thisscholarship fund at theCommunity Foundationto provide annualscholarships to localstudents.

Seidel Gilford CollegeEndowment Fund

Mrs. Marilyn Seidel, on behalf of herdaughter, a law school graduate,created a fund for a mock trailprogram.

Barbara Benton DonorAdvised Fund

Mrs. Barbara Benton created a donoradvised fund to help facilitate hercharitable giving.

Marian Bickerstaff DonorAdvised Fund

Mrs. Marian Bickerstaff, an Ocean Pinesresident, created a donor advised fund tosupport charitable needs including theArt League of Ocean City.

Page Insley-Austin DonorAdvised Fund

This fund assures that Ms. Page Insley-Austin’s name will always be connected tophilanthropy on the Lower Eastern Shore.

1OPENA FUND 3SUPPORTCFES 4CREATE ALEGACY2INVESTIN THE LOWER EASTERN

SHORE4-Ways to Give Back...Explore at www.cfes.org or give us a call!

I n v e s t i n g i n t h e L o w e r E a s t e r n S h o r e

businessperpetuates atradition ofcharitable givingthrough theCommunityFoundation. Overthe years, they havesupported the localhospital, universityand communitycollege. And,recognizing the risein education costs,Shore Distributors,

Inc. established ascholarship to benefit students

attending Wor-Wic Community College. “It’s where we live so it’s where we give!

When you’re vested in a community, you take alonger term view of the future” says Jim Morris,President, Shore Distributors, Inc. and CFES BoardMember. “We consider our employees’ charitableinterests, and try to support those causes near anddear to their hearts.”

“Shore Distributors, Inc. trusts us to managethe funds they have established through theCommunity Foundation,” states Doug Wilson,President, Community Foundation. “They arefaithful supporters of the CommunityFoundation!”

It is obvious Shore Distributors, Inc. upholdsthe company’s devotion to community throughcorporate philanthropy. It’s a powerful testamentto Frank Morris’desire and dedication to familycivic responsibility. It’s a family affair!

it’s a family affairFrom left to right are: David Morris, Mary Nelson, Jim Morris,John Morris and Dick Morris.

Page 4: Spring Pillar 2013

GRANT OPPORTUNITIESThe Community Foundation invites qualifiednonprofit organizations to apply for these threegrant programs:

•Community Needs Grants: Support forcharitable programs benefiting Somerset,Wicomico, and Worcester Counties. Grantsare in the $2,000 - $5,000 range anddeadline is August 1, 2013.

•Education Awards Grants: Support forclassroom-based programs in public/privateschools in Somerset, Wicomico and WorcesterCounties. Grants are in the $1,500 - $5,000range and deadline is August 23, 2013.

•Small Grants: Support to address a widerange of needs including pilot projects,emergencies, organizational improvement,capacity building and equipment purchases.Grants are in the $200 - $2,000 range.

Copies of grant guidelines and applicationforms are available from the Foundation officeor from our website at www.cfes.org.

We appreciate the support of our sponsors.

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ShoreCAN by the Numbers

Number of Nonprofit Partners 113

Number of Active Volunteer Opportunities 95

Number of Active Volunteers 629

Number of Volunteer Referrals 557

MISSION OF THE

ShoreCAN Volunteer CenterTo engage citizens to help meet

community needs through service and volunteerism.

Community Foundation Celebrates Success of

Join us in our mission to inspire volunteerism across Delmarva and mobilize more than 100 volunteers inprojects led by people just like you! The Volunteer Leadership Academy is an exciting opportunity foraspiring volunteer leaders on the Lower Eastern Shore to develop a community project to be completed on orbefore Make a Difference Day - The National Day to Help Others - October 27, 2013.

Participants will take part in a comprehensive training series and will be eligible to apply for grantfunding to support their work. This opportunity to make volunteerism viral on the Lower Eastern Shore willstart with an application acceptance period that ends on April 30th. Up to a dozen volunteer leaders will bechosen to participate in the the Volunteer Leadership Academy beginning in May.

Applicants must be 18 years or older. Prior experience in volunteering, community engagement, and/orevent planning will be beneficial to participants of this program, but is not required of applicants.

While Make a Difference Day is just one day, the skills developed during this training program will benefitour community for years to come. In 2012, the Volunteer Leadership Academy generated eight volunteerprojects, including backpack giveaways, wheelchair ramp construction, and cemetery clean up. The Academyengaged over 100 volunteers and served over 400 people through the ShoreCAN Volunteer Center.

For application or program information, please contact Heather Towers at 410-742-9911 [email protected] or visit www.cfes.org or www.shorecan.org.

Woodrow Wilson Community Center Volunteer Team assists at a backpack giveaway event in Crisfield, MD

Annual Nonprofit Resource Day Focusedon Board Excellence and Development

The Community Foundation’s Nonprofit Support Center was the site for theseventh annual Nonprofit Resource Day in January. This program is apartnership of the Community Foundation and Wor-Wic Community College.With almost 30 people in attendance, the informative day featured the valuableexpertise of Justin Pollock, Presenter, Maryland Nonprofits. Pollock shared hisknowledge of board governance, board members’ roles and responsibilities andeffective board development.

The Foundation’s Nonprofit Support Center hosted aCommunity Needs Grants Program InterestMeeting in early January to provide grant writingassistance to local nonprofits. Organizationrepresentatives reviewed the Community Needs Grantsapplication and were provided one-on-one grantwriting assistance, if needed.

Pictured (l to r) are: Jackie Seldon, Eastern ShorePregnancy Center and Mari Quillen, ShirleyGrace Pregnancy Center

Andrea Evans andJustin Pollock

It’s a Wrap!

First Volunteer Leadership Academy

Page 5: Spring Pillar 2013

D O N O R P R O F I L E

Anne Duer Gee Brings the PastInto the Present

Community Foundation’s

Jeffrey Peter MarxMemorial Fund Awards

Grant to Worcester G.O.L.D.

Bethesda United Methodist Church Establishes the

Eleanor Bounds Ministerial Scholarship

at the Foundation

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The Community Foundation’s Jeffrey Peter Marx MemorialFund awarded a $2,000 grant to Worcester County G.O.L.D.to support their efforts to provide emergency services to localfamilies in need. Pictured above (l to r) are: Eric Vinson,Treasurer, Worcester County G.O.L.D.; JoAnne Hunsicker;Kelly Barker, Assistant Executive Director, Worcester G.O.L.D.;Jack Perry; Jessica Marx Baker; Kurt Marx; Millie Marx andJean Marx.

As the Community Foundation approaches its 30 year anniversary of serving individuals, families,and businesses on Maryland’s Lower Eastern Shore, many things have changed, but one attribute ofthe Foundation’s success has been steadfast from the beginning--the loyalty and generosity of itscommunity members.

Anne Duer Gee is a long-time resident of Somerset County, whose life exemplifies communitysupport. In 2000, Anne and her husband Bill established the Judge and Mrs. E. McMaster DuerFund for Community Needs in memory of Anne’s parents, E. McMaster and Gladys Duer. Thispermanent endowment fund supports the Community Foundation’s most urgent and pressing needsin the community. That leap of faith was Anne’s conduit to becoming a “Friend of theCommunity Foundation.” More recently, Anne became a member of the Foundation’s Women’sFund. She embraced the concept of the collaboration of women affecting changefor women and girls living on the Lower Eastern Shore.

In recent years, Anne has become involved with spearheading a project thatis exposing the mysteries surrounding our own Teackle Mansion in PrincessAnne, MD. Anne’s super sleuth work involves tracing back the history of LittletonDennis Teackle and the woman he would eventually marry, Elizabeth UpshurTeackle. She is researching the voluminous archive of letters Elizabeth UpshurTeackle penned during her life in Princess Anne during the early 19th century.

Whether it’s helping women and girls in our community today, orembracing and bringing to light a woman’s voice through her writings years ago,Anne looks forward to preserving the history for those who come after us andestablishing her legacy.

Know of someone who wants to spearhead change and make oura community a better one? Contact us!

Pictured (left to right) are: Darren Ryan and Barbara Wilgus, church trustees; Doug Wilson,President, Community Foundation; Dave Rainey, church trustee; Reverend Rob Townsend,Bethesda United Methodist Church; and Shawn Taylor, church trustee.

Page 6: Spring Pillar 2013

Seidel Reading Forever Grants Top $7,700Fund has provided $106,000 to buy books for Wicomico Students

John J. AllenJames W. AlmandJohn P. BarrettTodd BurbageJacqueline R. CassidyThomas K. CoatesJane R. CorcoranAnnemarie DickersonCharles G. GosleeCarolyn JohnstonDwight W. Marshall, Jr.

1324 Belmont AvenueSuite 401Salisbury, MD 21804

NONPROFIT ORG.

U.S. POSTAGEPAID

PERMIT #211 Salisbury, MD

21804

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Kathleen G. McLainJames F. MorrisErnest R. SatchellJohn M. Stern, Jr.Lauren C. TaylorLouis H. TaylorMichael P. TruittDavid A. VorhisStephanie T. WilleyDr. Julius D. Zant

B O A R D O F D I R E C T O R SDonald K. Taylor, Chair

Melody S. Nelson, Vice ChairJames R. Thomas, Jr., SecretarySusan K. Purnell, Treasurer

Dr. Douglas H. Wilson, President

Watch PAC 14 TV ‘Community Foundation Spotlight’…Check Listings: www.PAC14.org

Community Foundation accepted $10,000from the Local Owner Restaurant Association(LORA), an organization that established ascholarship fund in their name through theFoundation last year. LORA raises money fortheir scholarship program through annualevents like the “Tastes for Tomorrow” Gala and generous donations from individuals and

businesses. The fund at the Foundation helps to ensure LORA’s currentfundraising efforts will provide scholarships in perpetuity to deservinglocal students.

LORA provides local students with $1,000 scholarships to pursuehigher education with a focus in the culinary arts and hospitality field.

The Foundation Accepts $10,000 from LORA Scholarship fund to support students seeking careers in culinary arts and hospitality field

Just a reminder! If you move and would like to continue receiving a copy of the quarterly Pillar newsletter, please give us a call or email us with your new address.

A record $7,702 was granted to 27 public and privateschools in Wicomico County from the Samuel W.Seidel Memorial Reading Forever Endowment Fund.

This Fund at the Community Foundationprovides support for the purchase of library books.Since the fund began making grants in 1994, a totalof $106,000 has been distributed to schools inWicomico County!

A B O U T O U R F O U N D AT I O N

The Community Foundation is the only tax-exemptpublic foundation dedicated for all time to improvingthe quality of life in Somerset, Wicomico and Worcestercounties. By accepting, managing and investing giftswisely, we act as a funding resource for both presentand future generations. 410-742-9911

COMMUN I T Y FOUNDAT I O N STA F FDr. Douglas H. Wilson, President

Erica N. Joseph, Director of Programs andDevelopment

David A. Plotts, Controller

Elizabeth “BJ” Summers, Donor Relations Officer

Anne M. Schoolcraft, Marketing and PublicRelations Officer

Sharon L. Dickson, CPA, Finance Officer

Heather R. Towers, Assistant Program Officer &ShoreCAN Volunteer Center Coordinator

Patt J. Strausburg, Office Administrator

Join, Fan, or Follow us to get the latest on whatyour Community Foundation is doing for you!

http://www.facebook.com/cfeasternshorehttp://www.facebook.com/shorecan

http://twitter.com/cfesnonprofit http://twitter.com/shorecan

www.cfes.org

The Reading Forever Fund was established by agift from Samuel W. and Marilyn C. Seidel to provideannual grants to schools, grades K through 12,involved in the Reading Forever program. Toparticipate, each school contributes ten cents perstudent. A proportion of available funds are returnedto the schools for the purchase of books for librariesand classroom collections other than textbooks.

Standing left to right are: Mark Cathell,Decorating Delmarva; Erica Joseph,CFES Program & Development Director;Pat Scott, Treasurer, LORA; AnnThompson, Vice-President, LORA; andDavid Wharton, President, LORA.