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Lower Shore Nonprofit Summit The April 25th & 26th | Salisbury, MD don't forget your parking pass! Parking is free but guest passes are required. | Carpooling is encouraged! Parking Parking Car Maps Car Program Presenters presenters Schedule Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. THURSDAY APRIL 25TH FRIDAY APRIL 26TH 8:30 AM | Registration & Breakfast Location Perdue Hall, Atrium/Lobby 9:00 AM | Opening Plenary - Michele W. Johnson Location Perdue Hall, PH156 Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. 11:00 AM | Breakout Block 2 Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. 9:45 AM | Breakout Block 1 Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. 12:00 Noon | Lunch & Networking Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. 1:15 PM | Breakout Block 3 Memorial Fund When a loved one passes away, many families and friends wish to create a lasting legacy to honor their life. A Memorial Fund gives you time to consider how to best represent your loved one's passion and interest, while giving you an immediate place to direct gifts. When the endowment fund reaches a balance of $10,000, the investment earnings can be used to make grant to community causes or tax-exempt nonprofits selected by you and/or your family. The Benefits: A memorial endowment fund gives you time to make specific charitable decisions later, allowing you to focus on more time-sensitive matters. Establishes a permanent fund to accept gifts made in your loved one's memory. These gifts are invested to create future grants from the fund that will support the nonprofit(s) or cause(s) of your choice forever. The Community Foundation’s online platform provides you access to the names and addresses of those who have made a gift to the fund. CFES acknowledges all gifts made to the fund by sending a thank you to the donor on your behalf. You may choose to also send a separate personal thank you for the gifts. All gifts are tax-deductible to the fullest extent allowed by the law. Learn more or create a memorial fund here. Donor Advised Fund Think of a donor advised fund as a charitable checking account to support the nonprofit organizations you care about. You can support causes you care about when and where it is convenient for you. The Benefits: Your contributions to the fund are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Donor advised funds are our most flexible fund type. Great for donors who want a hands-on approach to giving. You receive the diligence and charitable guidance of CFES. We offer both endowed and non-endowed options. We Offer Two Options: Endowed Funds: The initial gift (or some portion of the initial gift) and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for the charities you recommend. A portion of the fund’s investment earnings are available to support charities at your request. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. Endowed funds are invested in the CFES portfolio. Non-Endowed Funds: All contributions, as well as income and earnings net of fees, are available to support charities at your request. The minimum to establish a non-endowed fund is $5,000 and all but $1,000 of the fund balance may be granted out. Non-endowed funds have the option to be invested in the CFES portfolio if a $50,000 balance is maintained; otherwise, in lieu of a fee, CFES sweeps any interest earned. Minimum to Establish: Non-endowed - $5,000. Endowed - $10,000 Learn More Community Needs Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Community Needs funds can support any charitable goal, which make them the most flexible fund option. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. CN Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Community Needs Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Field of Interest Fund These funds are established by a donor(s) or organizations for the purpose of supporting broad charitable goals in the community. Field of Interest funds are targeted support for a specific area of focus, for example, youth or the environment, or a specific geographic area, such as a county or a city. The Process: The donor(s) works with CFES to draft a fund agreement that will outline the purpose of the fund. The donor(s) transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. FOI Funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring that the gift(s) provide a permanent source of funding for current and future needs in our region. A portion of the investment earnings of the fund are available to be turned into grants. Grant applications are submitted by nonprofit, community, and faith-based organizations. Volunteer committees evaluate the grant applications to create grants. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The Benefits: Field of Interest Funds allow CFES to respond to urgent needs today and prepare for changing priorities in the years to come. These funds are eligible for the Endow Maryland Tax Credit Program, which provides a 25% state tax credit for gifts of $500 or more. Donors benefit from the Community Foundation’s expertise in long-term management of assets, the knowledge that their charitable goals will be carried out in perpetuity, and the flexibility to customize their giving options to help achieve their charitable vision. Minimum to Establish: $10,000 Learn More Administrative Endowment Fund Administrative Endowments are the engine that drives our mission of inspiring community philanthropy. These funds allows Foundation staff to provide invaluable philanthropic expertise and knowledge of local needs to donors and nonprofits who are working to make a difference on the Lower Eastern Shore. As a nonprofit, we operate with a staff of dedicated professionals and like many local businesses, we must invest in our people and our organization, as well as our community. Contributions to the Foundation’s Annual Appeal, and income generated by our administrative endowment funds allow us to provide valuable programs and services to our nonprofit partners and donors. The Benefits: Helps create long-term sustainability for our mission and work. Administrative Endowments are permanently invested and generate an enduring, consistent revenue stream. Thus, gifts today provide an infinite amount of support for the Community Foundation’s vital mission. The endowment represents the Foundation's permanent capital and allows our staff to grow philanthropy on the Lower Shore. Admin. Endowment revenues allow us to provide fiscal advice and support, conduct nonprofit research and evaluation, improve philanthropic education, and grow local nonprofits. Provides ongoing support for the CFES operating budget. Administrative Endowment Funds enables the Foundation to keep our administrative fees low, thus benefiting all CFES funds and the charitable purposes they support. How does it work? The donor(s) works with CFES to draft a fund agreement that indicates it is to support the Community Foundation and selects the name for the fund. Assets are transferred to CFES and invested in the CFES portfolio. The fund begins to receive gains or losses based on market performance. A portion of the investment earnings of the fund are available to support the foundation. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. The minimum to establish: $10,000. Learn More Nonprofit Partner Fund A nonprofit partner fund is established by a charity at a community foundation for the charity’s own benefit. Grants are made from the fund to the charity for general use or for specific activities determined by the charity. We Offer Two Options: Nonendowed Funds: Your organization revocably authorizes the Community Foundation to manage the money within its selected portfolio. The organization can request and receive up to 100% of its assets as requested. Nonprofit Endowment Fund: Your organization establishes an endowment fund with the Community Foundation in perpetuity. An annual payout based on the Community Foundation’s spending policy is designated to your nonprofit. This option is best for organizations that want to assure donors that the endowment’s principal will remain intact or honor a donor’s bequest to the endowment fund. Process: Your organization’s leadership works with CFES to draft a fund agreement that will outline the purpose of the fund and the grant distribution schedule (upon request, annually, quarterly, etc.). Your organization transfers assets to CFES to establish the fund. The fund is invested in the CFES portfolio and begins to receive gains or losses based on market performance. The organization receives a quarterly communication on fund performance. A fund representative is identified by the organization to receive these communications and to submit grant requests. Benefits: Receive the expertise of the Community Foundation in long-term management of assets. Flexibility in accepting types of non-cash gifts not accepted by the agency (stocks, real estate, etc.), and the protection that the transfer will provide by establishing a fund at a separate organization. Organizations can opt to receive regularly scheduled distributions as a source of income for operations and programs, or less frequent distributions to help build the fund. Organizations can access real-time fund information and make grant requests using our online platform. Minimum to Establish: Non-endowed - $5,000, Endowed - $10,000 Learn More Designated Fund A designated fund is established by donors to support one or more specific charitable organizations. Grants are made from the fund to the specified charitable organization(s) for either general use or for specific activities selected by the donor(s). The Benefits: Creates a permanent source of funding for your favorite organizations. Simplified charitable giving. You set your charitable vision and we ensure your charitable legacy is fulfilled for generations to come. Your contributions to the fund are generally tax deductible right away. You receive the diligence and charitable guidance of CFES. Minimum to Establish: $10,000 Learn More Scholarship Fund Our scholarship funds are created by individuals, families, and organizations who wish to memorialize a loved one, encourage a certain field of study, or want to extend a helping hand for college-bound students. The Benefits: Criteria for scholarship recipients is established by the donor with guidance from the Foundation to ensure IRS compliance. All scholarship funds are endowed which means the initial gift and subsequent gifts are invested and never spent, ensuring a permanent source of funding for the specified scholarship award. A portion of the investment earnings of the fund are available to support the scholarship. The CFES grantmaking rate is 5% annually, which means any earnings above 5%, net of fees, are reinvested in the fund. CFES issues the scholarship check directly to the institution of higher learning, minimizing your administrative tasks. The minimum to establish: $10,000* * Varies depending on criteria - See below. Scholarship Fund A | Min. to Establish: $10,000 ​Merit or need based selection. Donor can select a high school or college/university. Recipient selected by school selection committee. Scholarship Fund B | Min. to Establish: $25,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. Scholarship Fund C | Min. to Establish: $500,000 ​Merit or need based selection. Can be managed by an outside committee (donor may not select recipient per IRS guidance.) May include applicants from multiple schools. May be a renewable scholarship. Administrative fee base rate is 1.25%. Additional fees may apply for specific circumstances per fee schedule. Learn More Corporate Giving Fund Corporate Giving Funds provide an alternative to managing your company’s charitable giving. We offer custom services to help your company plan, govern and operate your community philanthropy. These funds can be tailored to support the causes and initiatives that align with your business's values. A Corporate Giving Fund provides your company the opportunity to support charities of choice on a timeframe that makes sense for you. Learn more about Corporate Giving here. 2:30 PM | Breakout Block 4 Hosted By Thank You to Our Sponsors

Lower Shore Nonprofit Summit The April 25th & 26th | Salisbury, MD don't forget your parking pass! Parking is free but guest passes are required. | Carpooling is encouraged! Parking Parking Car Maps Car Program Presenters Schedule Presenters Maureen Cody | Avery Hall | Non-Profit Insurance Pitfalls to Avoid Maureen Cody is Vice President of New Account Executive Development in Salisbury. She joined Avery Hall in 2009 as an account manager before being promoted to account executive in 2013. She was promoted to her current position in 2023. As Vice President of New Account Executive Development, Maureen specializes in working with business owners to determine the insurance necessary to protect the business and its assets. She also works with newer account executives to teach them how to better serve clients using her many years of experience. Professionally, Maureen has earned her designations as an Accredited Adviser in Insurance (AAI) and Certified Insurance Service Representative (CISR). She has more than 30 years of experience working in the insurance industry! Maureen is very involved in her community. She volunteers with multiple Chambers of Commerce and several local nonprofits. ​ Dr. S arah Guy is the Founder and Principal of SG Insights, LLC. SG Insights is a comprehensive research and consulting firm, providing top-tier services to public, private, and nonprofit clients across industries. Sarah has over 16 years of experience in applied business, economic, and community research and consulting, specializing in data analytics, scenario analysis, strategic planning, and economic impact estimation. She has helped hundreds of organizations investigate complex concepts, make better-informed decisions, a nd communicate p roject findings to a variety of stakeholder groups. She has a passion for leadership development and mentoring. Sarah holds a Ph.D. in Organizational Leadership from the University of Maryland Eastern Shore as well as an MBA, a B.Sc. in Marketing, and a B.Sc. in Management from the Franklin P. Perdue School of Business at Salisbury University. Dr. Sarah Guy | SG Insights, LLC | Data Mining with ALICE ​ Annette Johnson is the Founder of AJLEADS, LLC, a leadership, empowerment, awareness, and development solutions boutique consulting business. She is an accomplished global corporate leader with over 30 years of experience in Human Resources championing leadership development, diversity, equity and inclusion. Annette is a certified Leadership Coach for women and Founder of the "Fly Coach - Guiding Women to Lead and Soar." She is a mentor for Women Unlimited, Inc., - an organization that prepares high potential managers for sen ior leadership roles. Annette published her first book , Forgive & Love Yourself , in 2014. She also hosts a Podcast, "Living in the Good Space" on You Tube. Currently Annette is Head of the Cultural Programs practice for a software company. She is married, has two daughters, two grand-dogs, and resides in Ocean Pines. Annette P. Johnson | AJLEADS, LLC | Leading Inclusively ​ Michele joined the Maryland Historical Trust (Department of Planning) in April 2023 as Director of the Maryland 250 Commission . She previously served two decades in senior leadership roles in small nonprofits – as Executive Director of a community leadership program and Vice President of a scholarship provider, where she led advocacy for a successful first-in-the-nation bill in Maryland. She has actively volunteered – as past Board Chair of Congressman Elijah Cummings Youth Program, as a member of a county Board of Zoning Appeals, candidate for political office, and with national associations focused on college affordability. She graduated from the University of Maryland and the University of Virginia, is married with two young adult children, and is a Talbot County resident. Michele W. Johnson| Maryland 250 Commission | Plenary Speaker ​ Shawna Kearsley is an accomplished professional with a strong background in non-profit work, volunteerism, and community service. She has received prestigious awards such as the Mary Gladys Award for Volunteerism and Service, the Governor Schaffer Volunteer of the Year in Somerset County, and a Governor Hogan citation for her dedicated service in community initiatives. As the Director of Vehicles for Change Delmarva, Shawna plays a vital role in driving positive change and improving the lives of individuals and families. Her extensive experience in non-profit organizations and volunteer work has equipped her with a deep understanding of community needs and effective strategies to address them. In addition to her responsibilities at Vehicles for Change, Shawna actively participates on various executive boards, including the Salisbury Area Chamber of Commerce and the Shore Transit Board. Shawna Kearsley | Vehicles for Change Delmarva| Panel Member ​ Dr. Lili Leonard is a career fundraising professional with more than 14 years of experience in annual and mid-level giving, major gifts, event planning and management, grant writing, and fundraising strategic planning. She has worked in higher education, large national nonprofits, small- and mid-sized local nonprofits, and global membership associations. Committed to the field of philanthropy, Lili earned her Certified Fund Raising Executive designation in 2017. She is also a Standards for Excellence Licensed Consultant. A lifelong Marylander, Lili earned her Bachelor's and Master's degrees from Salisbury University and her Doctorate from Frostburg State. Lili is Immediate Past President of the SU Alumni Association BOD, and member of the Sugarloaf Citizens Association BOD. She lives in MD with her wife, Alexis, and is a proud volunteer at Great & Small, a non-profit therapeutic riding center in Boyds, Maryland. Dr. Lili Leonard | Black Dog Philanthropic | Don't be Scared of Fundraising! Christian Metzger | AbsoluteCare| Panel Moderator ​ Christian is an experienced nonprofit executive and consultant with 20+ years of experience in business development, capacity building and philanthropy within the nonprofit sector. Christian has provided a variety of services, including revenue generation, stewardship programs, capital campaign projects, capacity building, grant development, building a culture of philanthropy, social determinants of health, social impact strategies, and teaching nonprofits how to utilize healthcare analytics. He spent the last 15 years as CEO/Executive Director of three human services organizations that provided programs for food access, healthcare services, economic mobility, housing, legal, workforce development, basic needs, care management, mental health, socialization for people with disabilities, adult education, re-entry and operated social enterprises. Christian earned a business degree from Salisbury University. ​ Amanda H. Pollack, P.E. is a Water Resources Engineer at the Center for Watershed Protection and has 27 years of engineering experience. The Center for Watershed Protection is a nonprofit organization dedicated to research and education on watersheds and is a national leader in stormwater management and watershed planning. Prior to joining the Center, Amanda was in consulting engineering at George, Miles & Buhr for 16 years and municipal engineering at the City of Salisbury, Maryland for 10 years. She holds a Bachelor of Science degree in Civil Engineering from Lehigh University and is a licensed Professional Engineer in Maryland. Amanda Pollack | Center for Watershed Protection| Panel Member ​ Jaime Riley has many years of grant experience. After completing her Master’s degree in Psychology she became the Core Service Agency supervisor for the Somerset County Health Department where she oversaw the TriCounty CoC grant funding provided to area shelters & homeless serving agencies. From there she became the Director of Wicomico Partnership for Families & Children which is the 100% grant funded local management board for Wicomico County. Here she was able to quadruple the amount of grant funding they received for community programs. She is currently the Assistant Director of Administration for the Wicomico County Department of Social Services. Jaime is almost done her PhD in Developmental Psychology with an added focus on Public Health Policy. She resides in Salisbury with her 2 teenagers & her dog! Jaime Riley | Wicomico County DSS | Get that Grant! ​ Dr. Michele Schlehofer holds a PhD in Applied Social Psychology from Claremont Graduate University. She is a Professor of Psychology at SU and has partnered with numerous nonprofits and advocacy groups in the region on a variety of organizational capacity-building projects. She co-directs the REACH (Re-Envisioning Ethics Access and Community Humanities) initiative which engages representatives of local businesses, community organizations, advocacy groups, and other stakeholders in ongoing discussions about community ethics and ethical decision-making. She has received numerous awards, including a USM Board of Regents Faculty Award in Public Service, the SU Distinguished Faculty Award, and a USM Elkins Professorship. She holds Fellows status in Division 44 of the APA, a membership designation reserved for psychologists whose work has had national or international impact. Dr. Michele Schlehofer | Salisbury U. | Ethical Accountability for Nonprofits ​ Dan Shortridge is a marketing consultant and author who works with nonprofit organizations as director of content with Hook PR & Marketing. A former journalist, he’s the author of “DIY Public Relations: Telling Your Story on a Zero-Dollar Budget.” Dan has led marketing and public relations for Delaware’s agriculture department, state housing agency, and a vocational-technical school district. His writing on communications and marketing topics has been featured in publications serving summer camp directors, school administrators, and construction company owners. He's also the co-author of several local-interest books on Delmarva history and travel. In the last two years, Dan has presented on PR and marketing topics for the UMES Small Farms Conference, the Greater Lowell (Mass.) Development Group, the Delaware Alliance for Nonprofit Advancement, Preservation Delaware, and more. Dan Shortridge | Hook PR & Marketing | Your 1-month Marketing Roadmap Amy R. Thompson | OCMD Chamber| Volunteer Management ​ Amy Thompson currently serves as the Executive Director of the Greater Ocean City, MD Chamber of Commerce. She has decades of experience in both the corporate and nonprofit worlds, managing multi-functional teams to successfully deliver products to market, managing volunteers to exceed fundraising goals, guiding clients to maximize efficiency and effectiveness with technology solutions, and training & developing sales leaders. She is focused on high quality execution across various industries while developing cohesive teams to meet business objectives. Amy has taken those experiences and poured them into her coaching, training and public speaking on mindset, soft skills, strategic planning, and purpose. She delivers these concepts in a this-is-serious-but-let's-not-take-ourselves-so-seriously way that makes her presentations interactive, entertaining, and thought-provoking. ​ Rev Roosevelt Toussaint is the Executive Director of the Haitian Development Center of Delmarva Inc, (HDCD) located in Salisbury, with the central mission to empower Haitians living in the Delmarva Peninsula to achieve self-sufficiency. As a well-known community leader, Rev. Toussaint’s goal is to bring a culture of change, improvement, and progress within the Haitian community in the area. In this role, he develops and implements new humanitarian, social and educational services to HDCD and connects Haitian immigrants to other local services. Prior to taking on this critical mission, Rev. Toussaint founded and managed the Word of Life Center Church in Salisbury where he has been working as the Senior Pastor and Manager for 28 years. The WOLC Church is the largest non-denominational Haitian congregation in the area with its 700 Haitian members, assisted by 7 other pastors and 30 ministry representatives. Rev. Roosevelt Toussaint | HDCD | Scaling Success: From Vision to Impact ​ Ryan Weaver is a Lecturer at the Institute for Public Affairs and Civic Engagement, Presidential Citizen Scholars Program, ShoreCorps Program, and Interdisciplinary Studies at Salisbury University (Salisbury, MD). Ryan grew up in the Red River Valley and relocated with his family to the Chesapeake Bay region where he has been a nonprofit leader and engaged citizen in his community for over fifteen years. Ryan holds a graduate degree in leadership from the University of Oklahoma. In addition to his teaching and civic work, Ryan is a storyteller, entrepreneur, and youth baseball coach. Ryan believes that Story is the most powerful pathway for understanding, motivation, and belonging in a democracy. Ryan Weaver | Salisbury University | Panel Member ​ Christina Williams is Director of Development for Habitat for Humanity of Wicomico County. Christina joined HFHWC in 2018 as Development Coordinator before her promotion to her current position in 2022. With over 11 years in the nonprofit sector, Christina’s passion is listening to donors and connecting their hearts with programs that inspire and excite them. In 2022 Christina earned her Certified Fundraising Executive through CFRE International, marking her commitment to fundraising at a high standard of excellence and ethics. Christina serves as a volunteer with multiple organizations, including the University of Maryland Extension Office as a Master Gardener, the Lower Shore Land Trust, and is a member of the City of Salisbury’s Sustainability Advisory Committee. Christina lives in Salisbury with her husband, cat, and too many plants. Christina Williams | Habitat for Humanity of Wicomico | Panel Member ​ Heather Iliff, President & CEO of Maryland Nonprofits, leads efforts to enhance the nonprofit sector's effectiveness, ethics, and accountability through collective action and advocacy. Previously serving as Vice President and Director of Maryland Nonprofits Consulting Group, she brings extensive experience in facilitation, training, and management across various nonprofit levels. Heather's background includes a 4-year tenure on the Prince George’s County Board of Education and roles in educational policy and nonprofit management, including with the Alliance for Nonprofit Management and Open Society Institute – Budapest. A sought-after speaker, she has presented at national conferences on organizational development and nonprofit performance. Heather holds degrees in international studies and political science and is a licensed consultant with the Standards for Excellence Institute. Heather Iliff | Maryland Nonprofits | Intersection of Culture & Strategy ​ Theresa Young is the Executive Director for the American Red Cross, Delmarva Chapter and has received a Certificate of Merit, the highest award for an individual who saves a life while utilizing skills learned at Red Cross. She has served in the non profit community for over 20 years with the last 7 being at American Red Cross. Theresa was a thought leader for business continuity during the Pandemic and deploys for disaster relief to work with our elected officials and to help Executive Directors in impact areas nationwide. She was first boots on the ground for the Kentucky tornados and was in command and control for the Afghanistan Repatriation and Operation Allies Welcome. Theresa Young | American Red Cross | Emergency Preparedness Hosted By Thank You to Our Sponsors

Top of Page Gallery BUILDING TOGETHER CORPORATE GIVING FOR STRONGER COMMUNITIES Learn More Thank You 2024 Sponsors! News THE LATEST FROM CFES Apr 16 2 min Community Foundation celebrates 40 years with SACC event The Community Foundation of the Eastern Shore celebrated 40 years of impact with the Salisbury Area Chamber of Commerce at a Business... Apr 12 1 min Employment: Database Administrator The Community Foundation of the Eastern Shore is seeking a Database Administrator to join our team as a part of the Foundation’s growing phi Mar 15 2 min Over $500,000 in scholarships available to local students More than $500,000 in scholarships are available for area students through the Community Foundation of the Eastern Shore (CFES). The... Read More Events LEARN & CELEBRATE All Events THE INSIDE SCOOP GIVING TUESDAY THE SHORE GIVES MORE LEARN MORE Philanthropy is our business At the Community Foundation of the Eastern Shore we connect people who care, with causes that matter. WHO WE ARE Give DONOR SERVICES Giving is as unique as you! When you make a charitable gift through your community foundation, you unlock a world of opportunity. Grow FUNDING & PROGRAMMING Learn, grow, and collaborate with us! We offer many resources which are designed to strengthen local nonprofit organizations. Donate GIVE INSTANTLY ONLINE Our donors create hope and spread joy. Together we are making our region a better place to live, work, play and learn. Thank you! Get involved. GET UPDATES ON SPECIAL EVENTS & NONPROFIT NEWS. Email Sign Up

The Community Foundation of the Eastern Shore celebrated 40 years of impact with the Salisbury Area Chamber of Commerce at a Business After Hours event on April 11. CFES is a public foundation serving Somerset, Wicomico and Worcester counties and works with local donors and nonprofits to create charitable funds, provides grants and scholarships to meet local needs and provide capacity building support for nonprofit organizations and volunteers. Since 1984, CFES has awarded $107.5M in grants and scholarships. In recognition of its anniversary, CFES unveiled two challenge grants for the Foundation’s giving circles, the Black Excellence Community Fund and the Women’s Fund, encouraging the public to participate to boost the impact for these funds this year. The Foundation also announced their 40 Under 40 in Philanthropy Awards which will honor 40 individuals under 40 years old who are making a difference in the Lower Shore community. Nominations can be made online at CFES.org/40u40 until May 15th. “For the past 40 years, we have been working to strengthen partnerships with individuals, families, businesses, and community-based organizations to invest in the causes that matter to create a vibrant community and address critical needs,” said Community Foundation President Erica Joseph. “Encouraging participation in our giving circles and recognizing the contributions of those sharing their time, talent and treasure is the perfect way to celebrate this milestone.” Over 200 guests enjoyed entertainment from Ryan Jackson, local food and beverages, and door prizes featuring local experiences and partner nonprofits. Scholarship recipients from the Salisbury Area Chamber’s scholarship fund held at the Community Foundation were recognized at the event. To learn more about CFES, or to support the giving circle challenge grants visit CFES.org.

The Community Foundation of the Eastern Shore is seeking a Database Administrator to join our team as a part of the Foundation’s growing philanthropic and grantmaking operations. This position manages the Foundation’s Blackbaud RE/FE NXT and NPact Foundation Cloud software platforms and is responsible for maintaining the quality and integrity of the strategic data contained to steward our friends and donors. An associate degree is required, or an equivalent combination of experience and certification in database management. Experience and proficiency with Blackbaud Raisers Edge, as a Database Administrator, is required. Blackbaud Raiser’s Edge NXT Professional Certification is required. Strong analytical and problem-solving skills and excellent written, verbal, and interpersonal skills. In-depth knowledge and understanding of general business software and ability to learn industry specific software. A background check may be conducted.  Familiarity with the Lower Eastern Shore of Maryland, especially Somerset, Wicomico, and Worcester Counties is a plus. Position open until filled. The Foundation offers a competitive salary and benefits package. Send a letter of interest & resume with at least three professional references and salary requirements to careers@cfes.org. No phone calls or walk-ins please. Read Full Job Description

More than $500,000 in scholarships are available for area students through the Community Foundation of the Eastern Shore (CFES). The Foundation, which awarded over 400 scholarships last year, has opportunities for application on its website. Many of the scholarships have an April 1, 2024 deadline, and details are available within each application. “Scholarships are an investment in our future leaders and create an incredible impact in our local community,” says Community Foundation President Erica Joseph. “The Foundation offers a wide variety of scholarships, each with their own unique criteria, and the Foundation’s expertise in scholarship management allows us to help our donors grow these opportunities.” The Foundation, which holds more than 200 scholarship funds, has steadily increased the number of scholarships available each year. The Foundation has also seen an expansion in areas of scholarship focus, as well as scholarships for non-traditional students. “While many scholarships are for high school seniors, we are seeing an increasing interest in scholarships for non-traditional students and trade schools,” says Cathy Diekmann, CFES Program Officer. “For instance, the Charles McClenahan Technical Scholarship focuses on students from Somerset County who are pursuing a technical trades degree, whereas the Beattie Healthcare Careers Scholarship is for students who have begun their undergraduate study in a healthcare field.” Some scholarships are based on the student’s prospective area of study, like The Richard and Patricia Hazel Minority Scholarship which is for students who are interested in pursuing a career in education, STEM, or nursing. Other scholarships available at the Foundation may have criteria based on what school a student went to, athletic activities, church affiliations, or civic involvement. “Scholarship funds at CFES are a valuable resource for people who want to help local students. They are created by individuals, families, or businesses that are passionate about encouraging an area of study, memorializing a loved one, or simply extending a helping hand, so there is a little something for everyone.” For a full list of scholarships, criteria, and applications, visit CFES.org/scholarships.