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Top of Page Our Staff Board of Directors Committees Help You? HOW CAN WE Our Staff Our Staff Lauren Ansted PROGRAM OFFICER LET'S CHAT ABOUT: Programs, Grants, Nonprofit Support, Applications, Giving Tuesday WHAT I LOVE: Family, Football, Animals, Nature, Exploration, Comedy Sharon Dickson , CPA FINANCE DIRECTOR LET'S CHAT ABOUT: Fund Statements, Financial Statements, Professional Advisors WHAT I LOVE: Family, Faith, Softball, Bargain Hunting, and Bacon Cathy Diekmann PROGRAM OFFICER LET'S CHAT ABOUT: Scholarships, Capacity Building, Nonprofit Training, Events WHAT I LOVE: Faith, family, Running & Hiking, Dogs, Travel, Peace & Justice Veronique Diriker , Ph.D CHIEF ADVANCEMENT OFFICER LET'S CHAT ABOUT: Strategic Planning & Implementation, Charitable Giving, Connecting Donors WHAT I LOVE: Painting & Drawing, Nature, Travel, Animals, Giggles Heather Geraldes , MBA PROGRAM DIRECTOR LET'S CHAT ABOUT: Grants, Nonprofit Training, Focus Groups, Community Initiatives WHAT I LOVE: Gardening, Cats, Poetry, Hiking, Astronomy, Independent Films Erica Joseph PRESIDENT LET'S CHAT ABOUT: What you love, How to make a difference, and all things CFES WHAT I LOVE: Family, Our Pets, The Beach, Naps, A Good Book, Ravens Football Victoria Kent MARKETING OFFICER LET'S CHAT ABOUT: Marketing, Graphic Design, Press, Websites, Social Media WHAT I LOVE: Horses, Dogs, Design, The Beach, Skiing, Football/ Youth Sports Katerra Marshall OFFICE COORDINATOR LET'S CHAT ABOUT: Office Support, RSVPs, Meeting Room Reservations, Foundation Information WHAT I LOVE: My Sons, Flowers & Plants, Cooking, Jazz Music, Coffee, NCIS Jessica Meehan GIFTS & GRANTS OFFICER LET'S CHAT ABOUT: Gifts & Grants Processing, Gift Acknowledgements WHAT I LOVE: Soccer, Nature, Books, Road Trips, New Adventures David Plotts , MSM, SHRM-CP CONTROLLER LET'S CHAT ABOUT: Finance, Investment Management, Information Systems, HR, Facilities WHAT I LOVE: Family, Home Improvement, Community Shelbie Thompson DEVEL. & DONOR RELATIONS OFFICER LET'S CHAT ABOUT: Donor Requests, Charitable Giving, Memberships, Events WHAT I LOVE: Theater, Yoga, Antique Shopping, Beach Days, Coffee Board of Directors Board of Directors Velda Henry BOARD CHAIRWOMAN Community Leader Daniel O'Connell II CPA/PFS/CVA VICE CHAIRMAN Managing Partner, PKS & Company, P.A. Dean Lewis, CPA SECRETARY Chief Financial Officer, Taylor Bank Robin Evans TREASURER Community Leader Ed Barber Retired Assistant Superintendent, WCPS ​ Allen Brown, Sr. Community Leader ​ Robin Evans Community Leader ​ Gail Foltz Vice President, Shore United Bank Sharone Grant Director, Student Health Services Univ. of Maryland Eastern Shore Dr. Carolyn Johnston Community Leader ​ Jim Jones Vice President, First Shore Federal And y Kim, C PA Principal at Kim & Associates, P.A. ​ Ginnie Malone Realtor, Coldwell Banker ​ Michael Mathers , esq. Attorney, Webb, Wilber, Douse, Mathers & Illuminati William McCain President, W.R. McCain & Associates Inc. Tyrone Mills Retired, Worcester County Schools Phyllis Mitchell Certified Financial Planner Mitchell & Hastings Financial Services Melody Nelson Community Leader ​ Janice Perdue Community Leader ​ John Phoebus Lawyer, Anthenelli, Phoebus & Hickman, LLC Greg Tawes Senior Vice President, BB&T Bank ​ Michael Truitt CFP, CRPC Resident Director & Vice President at Merrill Lynch & Co., Inc. Dr. Annette Wallace Chief Operating & Academic Officer at Worcester County Public Schools Sonya Whited Senior Director of Retail Product Development, Perdue Farms Dr. George Whitehead, III Community Leader ​ Gayle Widdowson Community Leader ​ Foundation Committees Committees Executive Committee Velda Henry, Chair Dan O’Connell, Vice Chair Dean Lewis, Secretary Robin Evans, Treasurer Ed Barber, Member at Large Allen Brown, Member at Large Dr. Carolyn Johnston, Member at Large Jim Jones, Past Chair Asset Development & Marketing Committee Stephanie Willey, Chair Mike Truitt, Vice Chair Ginnie Malone Martin Neat Daniel O’Connell Audit Committee John Stern, Chair Gregory Tawes, Vice Chair Andy Kim Melody Nelson Phyllis Mitchell Lauren Taylor Awards Committee Martin Neat, Chair Dr. Annette Wallace, Vice Chair James Almand Gail Foltz Kathleen McLain James Morris Susan Purnell Jim Thomas Jeffrey Turner Barbara Whitehead Gayle Widdowson Community Initiatives Kathleen McLain, Chair Melody Nelson, Vice Chair Jane Corcoran Mike Dunn Dr. Carolyn Johnston Michael Mathers Sharon Morris Dr. George Whitehead Dr. Julius Zant Community Needs Dr. George Whitehead, Chair Dr. Julius Zant, Vice Chair Kelly Brinkley Jane Corcoran Karen Cross Kathleen Crossan Robin Evans Pat Farina Michele Hughes Duke Marshall Jane Messenger Janice Perdue Anthony Sarbanes Ernest Satchell Kendall Timmons Carol Wellinghoff Sonya Whited Education Awards Dr. Carolyn Johnston, Chair Andy Kim, Vice Chair Allen Brown Gail Foltz Kim Gillis Shelby Gillis Teresa McCain Tyrone Mills Paula Morris Janice Perdue Carrie Samis Anthony Sarbanes Ernest Satchell Lauren Taylor Cathie Thomas Dr. George Whitehead Governance Committee Jim Jones, Chair Velda Henry Tom Hershey Jim Thomas Mike Truitt Julius Zant Investment Committee Daniel O’Connell, Chair Dr. Ani Mathers, Vice Chair James Bergey, Jr. Mark Engberg W. Thomas Hershey Dean Lewis Bill McCain Phyllis Mitchell Martin Neat John Phoebus John Stern Gregory Tawes Mike Truitt Diane Turner Scholarship Selection Dr. Julius Zant, Chair Sharone Grant, Vice Chair Kathleen McLain Jim Morris Ernie Satchell BJ Summers Stephanie Willey Women’s Fund Executive Susan Purnell, Chair Sydney Tilman, Vice Chair Ginnie Malone, Membership Vice Chair Gayle Widdowson, At-Large B.J. Summers, At-Large

Corporate Giving We offer custom services to help your company plan, govern and operate your community philanthropy. Thank You 2024 Sponsors! Giving Back is Good for Business We offer custom services to help your company plan, govern and operate your community philanthropy. We provide a simple yet powerful approach to giving with a variety of tools tailored to meet your company’s charitable giving needs. ​ Your business has a vested interest in the health and vitality of our region. Partnering with The Community Foundation is a convenient way to maximize impact for the people and communities you serve and generate a return on community investment. With deep grantmaking expertise and community knowledge, we can help you develop corporate giving programs, manage charitable funds, engage employees, or collaborate within our community. ​ Together, the Community Foundation and area businesses create full-circle partnerships that give back to our local communities and improve the region we call home. ​The Benefits ​ Access to Experts: Rely on a charitable giving team’s expertise for community knowledge and to meet urgent needs. Brand Building: Enhanced public image, brand integrity, business development and government relations. Cost-Effective & Efficient: No startup costs, additional legal or CPA fees, all while maximizing your corporate tax deductions. Employee Empowerment: Employees care about making an impact. Corporate giving allows them to engage and take pride in their employer and community. Administrative Support : Compliance with IRS requirements and fiduciary responsibility without required tax filings. Grantmaking Services: We handle the administrative work, reducing the burden for your Finance, Community Relations and HR teams. Protected Funds: Budget for philanthropy is held securely at a 501(c)3 nonprofit. Managed Charitable Assets: Access to sophisticated investment options and financial management to grow charitable giving. Our Corporate Members Corporate Membership Options Event Sponsor The Benefits: Targeted branding opportunities. Engage with local leaders in key areas of interest. Our nonprofit programs seek solutions to pressing community challenges. You may choose to support our Annual Nonprofit Conference or other community impact initiatives. Our core training and capacity building programs benefit from your underwriting support. Each level ensures special acknowledgment within your selected program. Contact our Development Team for a complete list of options. Annual Sponsor The Benefits: Year long branding opportunities Large public recognition & exposure Minimal time commitment with a big impact With your annual support, you will make a significant impact and benefit from wide community exposure. By partnering with the Community Foundation, your business benefits from positive publicity with the Lower Shore's most trusted philanthropic partner. Our high-profile, year-long program showcases your business as supporting the community and contributing to its economic success. See our Annual Sponsor page for complete details and benefits. Annual Membership The Benefits: Year long name recognition Improve goodwill with customers & clients Support stronger communities. Annual Corporate Membership shows your business values philanthropy and improving our community. Your membership lists you amongst the region's most charitable businesses. Use of CFES Corporate Member seal on your material. Annual name listing on CFES website. Early access to CFES events Membership Levels: $250 Coral | $750 Aqua | $1,500 Navy * Gold & Platinum reserved for Annual Sponsors. Corporate Giving Fund The Benefits: Contributions are generally tax deductible right away, while you have the ability to decide when to support your favorite charities. Long-lasting charitable branding. A hands-on approach to giving. Receive CFES diligence & charitable guidance. 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 your choice on a time frame that makes sense for you. You also have the opportunity to select your preferred level of involvement in the grantmaking process. See our Fund Type pages for a complete list of fund options. ​ How It Works: You create a fund by making a tax-deductible gift to CFES. You choose the name of your fund. We work with you to design a grantmaking strategy and provide philanthropic support services. You recommend grants to your favorite nonprofit organizations. We issue the grant checks, send acknowledgements, and maintain the records so you don’t have to. You receive benefits including tax advantages, online access and personal philanthropic services. Contact our Development Team to discuss your corporate membership. For a PDF version of this page click here.

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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

MEETING ROOM USE The Nonprofit Support Center provides community meeting space for nonprofit organizations, free of charge, as a way to contribute to our joint efforts to build stronger communities. We encourage organizations to make use of our professional facilities to host meetings, seminars, or small conferences. The Joseph & Eleanor Mulligan Meeting Room The Hershey Family Conference Room Organizations are required to complete an online reservation form below. Contact Katerra Marshall with questions. 410-742-9911 ​ Meeting Room Policies

Create A Giving Circle Collective Impact Giving circles are a team approach to philanthropy and charitable networking. They allow like-minded people to collaborate for a specific interest or cause. Every giving circle is unique in size, structure and focus, but they all enable donors to combine their resources and maximize their impact. ​ Giving circles offer members a chance to learn more about giving and specific community causes, while sharing expertise, networking, and making a difference. Giving circles often require a smaller monetary commitment to join than creating your own fund. Established Giving Circles The Women's Fund The Women’s Fund of the Eastern Shore was created through the power of collective philanthropy. Members work together to help change the lives of local women and girls. Becoming a member of the Women’s Fund of the Eastern Shore gives you the satisfaction of making a difference in your community, and provides social and networking opportunities through this dynamic group. Learn more here. ​ Black Excellence Community Fund The Black Excellence Community Fund works to preserve cultural awareness and pride by expanding the benefits of education, health, and welfare in African American communities, while teaching the values of philanthropy through education and financial literacy. Learn more here. How to Start a Giving Circle Step 1: Members Set Up a Giving Circle Fund Create: Once the group has decided on a mission, goals, membership level(s), and an internal operating structure (Board & Grants committees), it will meet with Foundation staff to operationalize its grantmaking. ​ Fund Agreement: Two or more authorized members of the Giving Circle meet with Foundation staff and sign a fund agreement with the name, purpose, and composition of the Giving Circle. Two members become the Fund Advisors. ​ Initial Gift & Fund Balance: An initial gift and fund balance of $10,000 or more is needed to establish an endowed giving circle fund at the Foundation. An additional amount may be set aside for immediate grant making. ​ Fees: All giving circle funds, regardless of fund balance, are charged an annual administrative fee payable to the Foundation of 1% of the fund balance. ​ Online Access: Once the fund is established, fund advisors access fund information anytime through our online portal. Information about gifts and grants from the Fund are posted in real time; investment earnings/losses are posted quarterly. ​ Step 2: Make Gifts into the Giving Circle Fund Members may make gifts in person or online of cash or publicly traded stocks. Written acknowledgements are sent by CFES for all donations. Real estate or closely held business interests may also be received. Contact Foundation staff to learn more. ​ Step 3: Recommend Grant Distributions from the Giving Circle Fund Once gifts are received, fund advisors recommend grants based on giving circle's decisions. Grants are processed by the Foundation to tri-county charitable organizations. CFES takes care of verifying the organization’s charitable status and sending the check. Giving circles will have access to foundation staff who can help research community needs and specific nonprofits. ​ Step 4: Monitor & Evaluate the Impact of the Fund The Foundation can help the Giving Circle assess the impact of its grantmaking and share grant reports with the Giving Circle Grants Committee. Get Started! Want to create a giving circle? Contact our team by email or via phone at 410-742-9911

Who We Are 1,963 GRANTS AWARDED IN F Y23 $107 MILLION IN GRANTS & SCHOLARSHIPS SINCE 1984 $6.1 MILLION GRANTED IN FY 23 $549K SCHOLARSHIPS GRANTED IN FY23 500+ LOWER SHORE NONPROFITS SERVED What We Do As leaders, grant makers, and stewards of philanthropy, the Community Foundation of the Eastern Shore connects people who care to causes that matter for the common good of the Lower Eastern Shore. We are a 501c3 nonprofit with an inspiring history of fostering charitable endeavors, and have provided more than $107 million in grants and scholarships to the local community since 1984. We collaborate with individuals, families, and businesses to match their charitable interests with community needs and strengthen local nonprofits through grants and resources. We are devoted to improving our regional community and believe in the power of philanthropy. DONOR SERVICES EXPLORE GRANTS & NONPROFITS THRIVE SCHOLARSHIPS LEARN PROFESSIONAL ADVISORS PARTNER What We Do Meet Our People LEARN MORE What We Believe In MISSION Inspiring community philanthropy and connecting people who care with causes that matter. VISION Create thriving communities on Maryland’s Eastern Shore where we can live and prosper together. VALUES Accountability: We keep commitments, achieve results, exercise sound judgment, and accept responsibility for our performance in all our decisions and actions. Collaboration: We embrace our shared responsibility in working toward productive solutions to strengthen our community. We will work to facilitate the most favorable solutions for those we serve; to build consensus in the face of adversity; and to empower others to build lasting partnerships. Equity: We embrace and respect the differences that make our communities strong. Diversity in all its forms is key to our collective success. We practice inclusivity of perspective, experience, abilities, and ideas to identify needs and create opportunities to improve the quality of life in our region. Integrity: We believe it is not only important to know the right thing to do, but equally important to do the right thing and be above reproach in all we do. It is the cornerstone of our values. Leadership: We strive to be innovative, compassionate, and diligent in our efforts to serve as the respected resource for regional philanthropy. We will seize the initiative and challenge others to improve the communities we serve. Transparency: We provide information that will empower stakeholders to make informed decisions. We believe it is the best way to prove to others we are upholding our values and to make mutual trust possible and our actions understandable. ​ DIVERSITY, EQUITY, BELONG ING, INCLUSION & JUSTICE STATEMENT The Community Foundation of the Eastern Shore intentionally fosters a culture of Diversity, Equity, Belonging, Inclusion, and Justice (DEBIJ). We recognize that diversity comes in many forms such as ethnicity, race, sex, gender identity, sexual orientation, age, economic circumstances, disability (visible or invisible), and more. We strategically and purposely work to integrate DEBIJ into the fabric of CFES so that we can excel at being an informed and effective philanthropic leader and community partner. We commit to investing time, resources, energy, and know-how to execute a robust DEBIJ strategy: We commit to including individuals and populations that are under-represented, under-resourced, or marginalized. We commit to promoting impartiality and fairness within CFES processes and distribution of resources. We commit to engaging full potential of individuals where views, beliefs, and values are integrated into organizational processes. We commit to encouraging diverse individuals to participate fully in decision-making processes and development opportunities. We commit to identifying and removing internal organizational barriers to equity. We commit to guiding external conversations and distribution of resources to remove barriers to social inequities in the greater community. We commit to measuring, tracking, and assessing our efforts. Financials & Accountability VIEW OUR STRATEGIC PLAN, IRS FILINGS, POLICIES, & MORE LEARN MORE News & Publications READ ABOUT US Our Funds Our Grantees Our History

Creative Giving Options Philanthropy comes in many sizes, shapes and forms; and we all have something to share. The Community Foundation of the Eastern Shore can help you structure an innovative or creative gift that will positively impact our community and the causes that matter to you. Cash or Check: A gift of cash by check or credit card is a simple, direct way to establish a fund or add to an existing fund. Donors who make gifts of cash are eligible for a charitable deduction in the year the gift is made. You can donate online any time here or mail checks to 1324 Belmont Ave. Ste. 401, Salisbury MD 21801. ​ Mutual Fund Shares: You can transfer shares of a mutual fund to the Community Foundation of the Eastern Shore and receive an income tax deduction for the market value of the shares transferred. No capital gains taxes are paid by you or by the Foundation on the sale of the assets. Stocks or Bonds: Individual stocks and bonds can be gifted to the Community Foundation of the Eastern Shore. You receive an income tax deduction for the market value of the assets transferred. No capital gains are paid by you or by the Foundation on the sale of the assets. Stock Transfer Instructions > Real Estate: Gifts of real estate, such as a house, land, or vacation home can make a great gift to the Community Foundation of the Eastern Shore. You can receive a tax deduction for the value of the gift and eliminate capital gains taxes on the portion gifted. Each gift of real estate is unique and will be reviewed on a case-by-case basis. Your IRA: If you are over 70-1/2, you may be able to take advantage of the law allowing an individual to make a gift to charity out of an IRA (a Qualified Charitable Distribution or QCD), without having to pay taxes on the amount withdrawn. There is no accompanying charitable income tax deduction, but under current tax law this type of gift could be a tax-free transaction. Learn more here. Life Insurance: Life insurance is a simple way to make a future gift. You can designate Community Foundation of the Eastern Shore as a beneficiary to receive a percentage of the proceeds of an existing policy. Or if your life insurance has a cash value, you can gift the policy to the Foundation, and it will surrender it, without penalty, for the cash value. You receive an income tax deduction for the cash value. Gifts that Provide You with Income: A Charitable Gift Annuity is a way for you and/or a loved one to receive a fixed and secure stream of income for life. When you make this type of charitable gift (using cash or securities) to Community Foundation of the Eastern Shore, the Foundation makes a commitment to pay a fixed amount to you (and/or your spouse) for the remainder of your lifetime. After all payments have been made, the remaining assets are then contributed to your fund at the Foundation to accomplish your specific charitable goals. Income levels paid to you (and/or your spouse) depend on your age. You also receive a partial income tax deduction in the year you set up the gift. Charitable Lead Trusts allow you to set aside assets from which the income will be paid every year to the Community Foundation, and the principal will ultimately be paid to your heirs. This allows you to keep the assets in your family but pay out income to the Foundation regularly. ​ Gifts Through Your Estate: One of the simplest ways to make a gift to the Community Foundation of the Eastern Shore that will live on after you is to give through your will or trust. You can make a bequest to benefit one or more charitable organizations through a fund at the Foundation. We provide an extra level of assurance that your charitable intentions will be fulfilled. Learn more about Planned Giving Options (including bequests, estate gifts, & more) here > The information provided is general and educational in nature. It is not intended to be, and should not be construed as, legal or tax advice. Get Started! Ready to make your gift? Contact our team by email or via phone at 410-742-9911

GRANTEE PUBLICITY KIT Congratulations on your grant approval! ​ We believe the work your doing is meaningful and worthy of being shared. Public recognition of your work and your grant will help ensure the success of your funded project, your organization, and the Community Foundation. ​ Below you will find resources to help promote your work and recognize your CFES grant. These guidelines are intended to help you publicize your program. We are here to help. If you have any questions on how to publicize your work or publicly acknowledge your grant, give us a call! Share with us The Community Foundation publicizes grants and grant stories through media relations, our social media outlets, and publications such as our Pillar Newsletter and Annual Report. We encourage you to share success stories and impact photos so we can promote these partnerships and celebrate the impact you are creating. To submit a photo or story email Lauren Zarin (Program Administrator) or Victoria Kent (Marketing Officer). ​ Please note: We ask that by submitting photos or stories that you give the Community Foundation of the Eastern Shore permission to republish or share these assets. Before submitting make sure that anyone in the photograph and the photographer consent to this as well. Photographs should be high resolution, free of copyright/ watermarks, and not blurry. Most newer cell phones take high quality images that can be sent in full resolution. ​ We recognize that many organizations work with vulnerable populations, and as such may have difficulty generating photographs that can be used. If you find yourself struggling with this we are happy to brainstorm some creative ways we can capture your impact - just ask! ​ Share with others A grant from CFES or our affiliated funds is a partnership. Your story is our story. By sharing with others about the grant you received, you help the Community Foundation celebrate philanthropy and show donors how their gifts are being used for good. There are a number of easy ways you can highlight your grant - below are just a few ideas: ​ Place the appropriate CFES logo or link to cfes.org on your website (see logo use details.) Include your grant in an upcoming newsletter, e-blast, or publication. Place the CFES logo on your event sign or flyer. Tag CFES in a social media post. Highlight your grant and program in a press release. ​ acknowledging a grant Use the correct names below (as appropriate) to acknowledge your grant: Full Name: The Community Foundation of the Eastern Shore The Example Fund Name at the Community Foundation of the Eastern Shore The Women's Fund at the Community Foundation of the Eastern Shore or The Community Foundation of the Eastern Shore's Women's Fund Please use our full name on first reference. For second references "the Community Foundation" or CFES is acceptable. within the same publication or interview. ​ Sample language when referencing your grant: "This project was funded in part/ by a grant from the Community Foundation of the Eastern Shore" "Funding for this event was provided by the Community Foundation of the Eastern Shore." "A grant from the Community Foundation of the Eastern Shore's Women's Fund provided..." "Support from this program comes the Example Family Fund at the Community Foundation of the Eastern Shore." "The Example-Organization recently received a Education Grant/ Community Needs Grant/ etc. from the Community Foundation of the Eastern Shore." This is is not an exhaustive list. Unsure of how to reference your grant? Just ask! tag us: social media Facebook: CFeasternshore Instagram: CommunityFoundationES Twitter: CFESnonprofit LinkedIn: CommunityFoundationES We'd love to help publicize your work by highlighting it on our social media platforms. If your organization uses these social media sites, let us know by liking or following CFES. Mention us or tag us, and we'll be sure to reciprocate and do our best to re-post information you share about the grant. Our Logo We make the CFES logo readily available in a variety of formats. Logos should not be altered and should be used in their entirety, and always be large enough to be legible. We offer different color formats for light and dark backgrounds. For general use we recommend using the PNG files, which help you avoid having a "white box" surrounding the logo. For users with advanced graphic skills or professional printers, we recommend using the EPS vector files. Not sure what to use, or need a different file? Contact Victoria Kent. ​ Download Logo Files Press Releases Press releases are a great way to get recognition for the work you are doing in our community. Things to consider with press releases: Do you want to announce your grant when you first receive it? Would it be more beneficial to do a press release once you can show the impact of your program or project? Ask yourself why this is newsworthy and how it impacts the community. If the grant is event specific, consider mentioning your grant in a press release announcing the event or during day-of press coverage. Consider what visuals you can include with a press release. Can you include impact photos or a check presentation along with your release? Target media outlets based on who your project or organization serves. Being a smaller region, media outlets are often welcoming of you introducing yourself! tools & Templates Press Release Sample CFES Press Kit (for media) CFES Logos CFES Boilerplate Canva.com NPtechforgood.com ​

Heading 1 Women's Fund Anniversary August 17th RSVP

Troubleshooting Please follow the steps below for troubleshooting various products offered by CFES. On the CFES Donor Portal, after logging in I do not see any fund, or am missing a fund. Please email David Plotts , Shelbie Thompson , or Jessica Meehan and one of us will fix this for your. On the CFES Donor Portal, when I try to load a Fund Statement or a PDF I get an error "Invalid URI" Please try another browser, such as Chrome, Edge, or Firefox. Also, make sure you have a PDF reader installed, such as Adobe Reader https://get.adobe.com/reader/ On the CFES Donor Portal, I receive an error about the security of the connection. This typically occurs when your browser it out of date. Please update your browser. Directions for various browsers can be found here: https://www.whatismybrowser.com/guides/how-to-update-your-browser/

Legacy SOCIETY The Legacy Society recognizes those who have informed CFES that they have included a gift to the Foundation in their will or through some other deferred giving plan. For more information about those options, please review our planned giving options here. Through their planned gifts, members contribute to the growth of the Foundation’s permanent endowments and by their example, encourage others to do the same. ​Legacy Society members are recognized as valued partners in promoting philanthropy on the Lower Eastern Shore and enjoy all benefits extended to current donors by the Foundation. We often find it easy to support our charitable goals during our lifetime, contributing to organizations we care about, or volunteering our time and talents. For many, there is an opportunity we may be missing out on – a planned gift through our will or other deferred giving plan. The Community Foundation is a valuable partner in planning your long-term charitable goals. Our team can help to simplify the process and work alongside you and your professional advisors to create the impact you envision while examining all tax implications. From supporting your favorite nonprofit, to creating a gift to benefit the entire region, it can all be done at the Community Foundation. We can provide a framework that is easy to update if your plans should change over time without having to update your will. (Please note that certain irrevocable gifts cannot be modified – your professional advisor can provide additional guidance). ​ ​ To learn more about membership, contact Veronique Diriker or complete and return the Membership Form.

Work With Us CONNECTING PEOPLE WHO CARE WITH CAUSES THAT MATTER. The Community Foundation of the Eastern Shore is a rewarding place to work and we are passionate about what we do. We are a small team working in a community that has a big heart. Interested in joining us? All active job postings will be listed below. DATABASE ADMINSTRATOR 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

PRESS & PUBLICITY About CFES: Established in 1984, CFES is a public foundation and a 501c3 nonprofit. CFES serves Wicomico, Worcester, and Somerset Counties. ​ Mission: To strengthen our community by connecting people who care with causes that matter to improve quality of life in our region. ​ Vision: Create thriving communities on Maryland’s Eastern Shore where we can live and prosper together. ​ Summary Statement: As leaders, grant makers, and stewards of philanthropy, the Community Foundation of the Eastern Shore connects people who care to causes that matter for the common good of the Lower Eastern Shore. We are a 501c3 nonprofit with an inspiring history of fostering charitable endeavors, and have provided more than $107 million in grants and scholarships to the local community since 1984. We collaborate with individuals, families, and businesses to match their charitable interests with community needs and strengthen local nonprofits through grants and resources. We are devoted to improving our regional community and believe in the power of philanthropy. ​ Leadership: CFES is governed by a Board of Directors comprised of area business and community leaders knowledgeable about the needs of this region. The Board guides the direction of the Foundation and oversees its operations including investment management and grant making. CFES employs 12 staff members who use their knowledge of the unique needs and assets of the Lower Eastern Shore to help donors achieve their charitable goals. A complete listing of our Board of Directors and staff can be viewed here. Fast Facts $107 Million in grants & scholarships to the local community since 1984 $6.1 Million granted to our local community in FY23 400+ academic scholarships in FY23 849 charitable funds held at CFES 8,122 donors since inception 3 counties served – Wicomico, Worcester, Somerset 554 organizations received grants in FY23 1,893 grantees since 1984 Media Inquiries Our Marketing & Communications department can help media partners connect with Community Foundation representatives, subject matter experts, local nonprofits, and provide other resources to help you find the information you need. For inquiries please contact: ​ Victoria Kent, Marketing Officer vkent@cfes.org | 410-742-9911 | 240-599-6228 ​ Erica Joseph, President ejoseph@cfes.org | 410-742-9911 Logo Files The Community Foundation encourages nonprofit partners to use our logo when publicizing investments we have made in the community. ​ To download our logo files please click here. Our logo is offered in three variations, along with color options for both light and dark backgrounds. ​ Don't see what you're looking for? Contact Victoria Kent, Marketing Officer, at vkent@cfes.org PRESS RELEASES PUBLICATIONS FILE PHOTOS GRANTEE PUBLICITY KIT FINANCIALS / ACCOUNTABILITY What WE CREATE ​ At The Community Foundation of the Eastern Shore, we are creating impact for our regional community. ​ Grants: Grants are available to local nonprofits through the careful investment of funds donated to CFES. Learn More > Scholarships: For local students based on eligibility requirements created by the original donor. Learn More > Capacity Building: We help nonprofits grow by offering free or low cost resources. Learn More > Stewardship: We help donors and their advisors carry out their charitable wishes and preserve their intent. Learn More > What IS A Community Foundation? A community foundation is a tax-exempt charitable organization that provides support primarily for the needs of the geographic community or region where it is based. They bring together the financial resources of individuals, families, and businesses to create funds. The funds are maintained and administered by the Community Foundation, on behalf of multiple donors, and generate grants and scholarships for the community. How We Work ​ Donors: Anyone with heart and passion can give. Every gift, be it a one time gift to an existing fund, creating your own fund, or a legacy gift, is a valuable contribution to our regional community. ​ Stewardship: We carefully steward gifts to the community through sound investment and effective grant-making, for current needs and future generations. Gifts to the Community Foundation create permanent endowment funds that steadily grow in value over time and produce income for grants to local charitable nonprofit organizations. ​ Collective Giving: At CFES we build philanthropy together. As partners, we can create greater impact when we pool our charitable gifts. We have been trusted leaders in philanthropy since 1984. ​ Local Impact: Our impact is local. We serve the Lower Eastern Shore of Maryland and are dedicated to building a community where all can live, learn, work, create and prosper.

Endow Maryland Do More for the Lower Eastern Shore The Endow Maryland state tax credit will reward donors who help build permanent charitable funds for local communities across the state and right here on the Lower Eastern Shore. ​ Gifts of $500 or more to any Community Needs Endowment Fund or Field of Interest Fund at CFES are eligible for this State tax credit. Credits are limited and available on a first-come, first-served basis. ENDOW MARYLAND State Tax Credit The Endow Maryland state tax credit will reward donors who help build permanent charitable funds for local communities across the state and right here on the Lower Eastern Shore. Since 2015, Endow Maryland has offered a tax credit for gifts to qualified endowment funds at Maryland community foundations. Your Community Foundation will maximize the impact of the Endow Maryland tax credit by focusing on those funds which support the most urgent needs in the community and provide maximum flexibility over time. You may qualify for a 25% tax credit on your Maryland state tax return one of two ways. Community Needs Funds and Field of Interest Funds are eligible for the tax credit. Option 1: Make a gift of at least $500 to a qualifying fund. Option 2: Establish a new endowed qualifying fund with a $10,000 gift at CFES To find out how you can make a gift to the Community Foundation and qualify for an Endow Maryland tax credit, please contact Erica Joseph or Veronique Diriker or call 410-742-9911. Download the CFES Endow Maryland Fact Sheet ​ View a list of all Endow Maryland eligible funds held at CFES here.

DONOR FAQ 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.

The Women’s Fund of the Eastern Shore was created through the power of collective philanthropy. Members work together to help change the lives of local women and girls. ​ By pooling our financial resources, we increase the impact of local programs serving girls in foster care, mothers in crisis, young women seeking job-readiness or leadership skills, and others who need a hand-up to be stronger, more self-sufficient forces for positive change in our community. Each spring, The Women’s Fund focuses its grant making on programs addressing the unmet needs of women and/or girls on Maryland’s Lower Eastern Shore. Requests must articulate a direct and measurable benefit of this targeted population in Wicomico, Worcester, and/or Somerset County. The grant award maximum is $5,000. APPLY NOW > Women's Fund Grants Empowering Women Inspiring Girls Join Us We’re Empowering Women & Inspiring Girls! The Women’s Fund of the Community Foundation of the Eastern Shore is a permanent endowment fund created through the power of collective philanthropy. Members work together to help change the lives of local women and girls. Becoming a member of the Women’s Fund of the Eastern Shore gives you the satisfaction of making a difference in your community, and provides social and networking opportunities through this dynamic group. Visionaries are permanently recognized and will guide the growth of the Fund in the future. Women’s Fund Visionaries also benefit from the social and networking opportunities of being a part of this dynamic group; building professional connections, strengthening community ties and helping them become philanthropic leaders. Individuals, couples, groups and businesses are welcome as Visionaries. Our Members