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HomeMy WebLinkAbout10/06/09 Community Foundation Board Agenda COMMUNITY FOUNDATION BOARD OF DIRECTORS AGENDA FILE COPY CITY OF RANCHO CUCAMONGA REGULAR MEETING June 9, 2010 5:00 p.m. Civic Center 10500 Civic Center Drive Rancho Cucamonga, CA 91730 Board Members Thomas Galindo, Chair Linda Bryan, Secretary/Treasurer Taro Barag, Member Charles Buquet, Member Harvey Cohen, M.D., Vice Chair Brad Firle, Member Paul Gesiriech, Member Jim Harrington, Member Jeremy Kahn, Member Richard Madsen, Member Tony Mize, Member Bryan Snyder, Member City Offices: (909)477-2760 COMMUNITY FOUNDATION RANCHO BOARD OF DIRECTORS 2 CUCAMONGA June 9, 2010 A. ' Call to Order 1. Pledge of Allegiance 2. Roll Call: Linda Bryan _ Paul Gesiriech Taro Barag Jim Harrington Charles Buquet Jeremy Kahn Harvey Cohen, M.D. _ Richard Madsen Brad Firle _ Tony Mize Thomas Galindo _ Bryan Snyder B. Announcements/Presentations 1. Administration of Oath of Office to newly appointed Board Member Paul Gesiriech. This is the time and place for the general public to address the Community Foundation. State law prohibits the Board from addressing any issue not previously included on the Agenda. The Board may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual. 1. Board Development Training for Successful Fundraising. Agenda Page 1 s•. r a ' ti L: The following Consent Calendar item is expected to be routine and non-controversial. It will be acted upon by the Board at one time without discussion. Any item may be removed by a Boardmember or member of the audience for discussion: 1. Approval of the Minutes of the Regular Community 2-5 Foundation Meeting held April 14, 2010. 2. Receive and file Treasurer's and PAL Cash Report for the 6-10 month of April 2010. COMMUNITY FOUNDATION RANCHO BOARD OF DIRECTORS 3 CUCAMONGA June 9, 2010 FBoarF. Committee Reports d e time for the Boardmembers to present oral reports on the mmittees. No action will be taken or discussion held. 1. Golf Committee (Committee Chair- Buquet) Oral 2. Spring Event Committee (Committee Chair- Bryan) Oral 3. Executive/Finance Committee(Committee Chair- Galindo) 11-12 • Executive Committee Actions • Finance • Donor Recognition • Affiliate Partners • Grants 4. Board Development Committee(Committee Chair—Cohen) 13-14 • Board Member Recruitment • Board Development Activities • Patron of the Arts • Foundation Public Awareness • Honorary Boardmember Recognition 5. Performing Arts Giving Committee(Committee Chair-Firle) Oral • Supported Arts Programs • Arts Scholarship Program 6. Special Campaign Committee (Committee Chair—Mize) Oral Flemings Fundraiser Update 2010/11 Giving Campaign Plan The following items are not public hearing items, although the Chair may open the meeting for public input: 1. Update on the Playhouse Party Train (2011 Spring Event) 15-16 and approval of an event budget. 2. Consideration of a request from the Associated Artists of the 17 Inland Empire. i COMMUNITY FOUNDATION RANCHO BOARD OF DIRECTORS 4 CUCAMONGA June 9, 2010 3. Discussion of a recommendation from the Executive/ 18-19 Finance Committee pertaining to a date/format for the annual recognition of donors and approval of an event budget. 4. Request of approval of a staffing recommendation for the 20-22 Rancho Cucamonga Community Foundation. 5. Discussion of a recommendation from the Executive/ 23-26 Finance Committee concerning a Board Retreat and approval of a proposed budget. 6. Request for adoption of Fiscal Year 2010-2011 budgets. 27 7. Request for approval of a recommendation from the 28-30 Executive/Finance Committee regarding name change of the Community Foundation. 8. Election of Officers for the Community Foundation Board of 31 Directors — Chair, Vice Chair and Secretary/Treasurer for Fiscal Year 2010-2011. 9. Review of Community Foundation meeting schedule for 32-33 Fiscal Year 2010-2011. H. Identification of Items for Future Meetings This is the time for the Board to identify the items they wish to discuss at the next meeting. These items will not be discussed at this meeting, only identified for a future meeting: I. Adjournment I, Melissa Morales, Community Foundation Secretary, hereby certify a true, accurate copy of the foregoing Community Foundation agenda was posted on June 3, 2010, seventy-two (72)hours prior to the meeting per A.B. 2674 at 10500 Civic Center Drive, Rancho Cucamonga, California. i STAFF REPORT - CommumTy SERVICES DEPARTMENT Date: June 9, 2010 RANCHO CUCAMONGA To: Rancho Cucamonga Community Foundation I From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III I Subject: BOARD DEVELOPMENT TRAINING RECOMMENDATION Based on the Board's recommendation, staff has scheduled Board Development Training f as_a portion of the Foundation's annual meeting agenda for June 2010. Therefore, the first half of the meeting will be a very helpful and informative fundraising workshop for Board members. Staff believes that this training will offer every member some important new knowledge and hands-on tips for successful fundraising BACKGROUND Given that the Foundation has recently added six new Board Members, the Board Development Committee, at their February 18th meeting, recommended that the full Board consider fundraising training to be a part of the Board's upcoming Annual Meeting that is scheduled for June 9, 2010. The Foundation Board at their April 2010, meeting approved this recommendation. Respectf ly submitted, I Kevin Ardle Community Services Director IVcv00001 DepartmentslCOMMSERVICounciiBBoardslCommumtyFoundationlStaBReportsl20f 01BoardDevelopmentTraining.6.9 10.doc P1 COMMUNITY FOUNDATION MINUTES OF THE APRIL 14, 2010, REGULAR MEETING A. CALL TO ORDER The regular meeting of the Rancho Cucamonga Community Foundation was held on Wednesday, April 14, 2010, in the Tri-Communities Room, Civic Center, located at 10500 Civic Center Dr., Rancho Cucamonga, California. The meeting was called to order at 5:00 p.m. by Treasurer Bryan. Present were: Board Members: Bryan, Buquet, Harrington, Kahn, Madsen and Mize. Absent: Barag, Cohen, Firle (due to surgery), Galindo and Snyder. Staff: Kevin McArdle, Community Services Director; Nettie Nielsen, Community Services Superintendent; Paula Pachon, Management Analyst III and Melissa Morales, Senior Administrative Secretary. B. ANNOUNCEMENTS/PRESENTATIONS None C. COMMUNICATIONS FROM THE PUBLIC None D. CONSENT CALENDAR 1. To approve the Minutes of the Regular Community Foundation Meeting held January 13, 2010. 2. To receive and file Treasurer and PAL Cash Reports for the months of January through March 2010. MOTION: Moved by Member Mize, seconded by Member Buquet, to approve the Consent Calendar, as submitted. Motion carried: 6-0-5 (Absent: Barag, Cohen, Firle, Galindo and Snyder). E. COMMITTEE REPORTS 1. Golf Tournament Committee— Director McArdle reported that the Committee is hard at work. He distributed draft copies of the Tournament brochure and donor prospecting chart. Consultant Stephen Wagner gave Members a copy of the approved Tournament budget and estimated a profit of $104,594. Committee Chair Buquet requested that each Member lend their support and assistance to this annual fundraiser. He clarified that the prospect list is not exclusive and that if Members have other potential donors they wish to contact to feel free to do so. Director McArdle added that if each Member were to achieve obtaining a $5,000 donation then fundraising goals should be reached. He asked each Member to highlight sponsors they would be interested in contacting. Community Foundation - I - April 14, 2010 P2 Brief discussion ensued by the Board including questions regarding whether sponsorships could be split or combined and clarification on the sponsorship packet. It was confirmed that the sponsorship packages could be modified and Consultant Wagner could help Members with "closing the deal." 2. Spring Event Committee — deferred to later in the meeting. i 3. Executive/Finance Committee — Director McArdle referred to the Committee's action agenda and indicated that items discussed included an interview with a potential grant writer with no recommendation at this time, denial of a request from Chaffey Community Art Association and approval of a donor recognition event. 4. Board Development Committee — Director McArdle highlighted the Committee's last meeting actions including interviewing of a potential candidate to be recommended to the City Council for appointment. 5. Performing Arts Giving Committee— Superintendent Nielsen reported that a proposal from the Inland Arts Association is pending and will be brought back at the June meeting as well as courtyard programming opportunities. 6. Special Campaign Committee — Member Mize updated the Board that the Flemings Dinner fundraiser has been sold out. Analyst Pachon added that the Reign game fundraiser was also a success. The Board commended Weatherman Fritz Coleman for his benefit performance. F. FOUNDATION BUSINESS 1. Consideration of a request-for approval of a recommendation from the Community Foundation Executive/Finance Committee regarding a name change for the Foundation was introduced by Director McArdle. He commented that the Board might want to consider continuing the matter to the next meeting due to the absence of a number of Members. He did note that the name "Rancho Cucamonga Community and Arts Foundation" has been suggested. The following motion was made: MOTION: Moved by Member Mize, seconded by Member Buquet, to defer consideration of the recommendation from the Community Executive/Finance Committee regarding changing the name of the Foundation to June 9, 2010. Motion carried: 6-0-5. (Absent: Barag, Cohen, Firle, Galindo and Snyder). 2. On behalf of Marketing Manager Palmer, Director McArdle presented staffs update on the "Hearts for Arts' fundraising effort. He informed the Board of the success of the various fundraising campaigns held in February including the benefit performance by Fritz Coleman and Ontario Reign Hockey Game. He reported a net of approximately $16,200 and clarified that the campaign was not a budgeted item. No other discussion was held or action taken. Community Foundation - 2- April 14, 2010 P3 Ii 3. Consideration of a request for approval of 2011 Spring Event Fundraiser Concept was presented by Superintendent Nielsen. She referenced staffs report dated April 14th and briefed the Board on the recommendation by the Spring Event Committee to conduct a series of"party train" events over the course of a month in May 2011 similar to a recent successful event held by the City of Claremont. The event structure includes small events to be hosted by individuals or businesses at various locations for specific targeted audiences culminating in a Bunco fundraiser at the Cultural Center. She reminded the Board of the Committees mission to get the community engaged and to bring awareness of the Foundation. Superintendent Nielsen also commended Committee Chair Bryan on her efforts. Board discussion ensued. A question was asked regarding when the event budget would be presented. Concern was also expressed that current donors not be j) repeatedly solicited and that the event not be too staff intensive. Member Bryan responded that the budget will be addressed during budget consideration at the June I� meeting and noted that Members Barag, Cohen and Firle have confirmed their commitment to host an event. Following their discussion, action was taken as follows: MOTION: Moved by Member Mize, seconded by Member Madsen, to approve the concept of the 2011 Spring Event Fundraiser, as presented. Motion carried: 6-0-5 (Absent: Barag, Cohen, Firle, Galindo and Snyder). 4. In light of the absences that evening, Director McArdle suggested that discussion regarding the involvement of Community Members and Patrons of the Arts on Foundation Committees be tabled to a later date. The Board agreed and no other discussion or action was taken on the matter. 5. Treasurer Bryan addressed the Board concerning an update on future plans for a Board social. She informed Members of the Board Development Committee's desire to conduct another Member social which will include a dessert potluck to be hosted at her residence. She asked for their support and suggested consideration of the dates of June 5th, 12th or 26th. Following their discussion, the Board concurred with having the get together-on June 12th at 5:00 p.m. it i 6. Director McArdle was called on by Treasurer Bryan regarding consideration of the request for approval of a recommendation from the Community Foundation Board Development Committee for fundraising training at the Board's annual meeting scheduled for June 9, 2010. He addressed the Board concerning the Committee's suggestion that they consider fundraising specific training at the annual meeting. He noted that it will be both fun and educational and asked their preference to conduct the training either as part of the annual meeting or at a separate time. Following his report, I the Board reached a consensus to approve that the fundraising training be conducted I as part of the annual meeting. i Community Foundation - 3 - April 14, 207 o j P4 7. Superintendent Nielsen provided the status report on Community Foundation supported programs. She distributed information on the 2010 World Music Series and reported on the successes of this year's productions including Grease, The Crucible and the various Black Box productions. The Foundation was thanked for their on-going support and Director McArdle added that the 2010/2011 Fifth Anniversary Season Brochure is in the process of being mailed out. 8. Review of Community Foundation Action Plan was opened by Director McArdle who distributed an updated listing of action item goals and informed the Board that the Strategic Plan will be discussed at their annual meeting. 9. Director McArdle briefly reviewed the May and June 2010 Community Foundation Board and Committee meeting schedule and confirmed that the dates are correct. No discussion was held or action taken. G. IDENTIFICATION OF ITEMS FOR FUTURE MEETINGS None f K ADJOURNMENT The regular Community Foundation meeting was officially adjourned at 6:35 p.m. with all Members present except Barag, Cohen, Firle, Galindo and Snyder. . i Respectfully submitted, Melissa Morales Senior Administrative Secretary I Community Foundation - 4 - April 14, 2010 P5 COMMUNITY FOUNDATION RANCHO CUCAMONGA DATE: MAY 11, 2010 TO: RANCHO CUCAMONGA COMMUNITY FOUNDATION BOARD FROM: KATHY JAMES SENIOR ACCOUNT TECHNICIAN SUBJECT: RCCF AND PAL CASH REPORT-APRIL 1-30,2010 BEGINNING MTD MTD ENDING CASH BALANCE REVENUES EXPENDITURES CASH BALANCE OPERATINGIPROGRAM FUND $ 242,211.87 $ 47,647.17 $ (100,377.37) $ 189,481.67 ENDOWMENT FUND 2,622,610.07 0.00 0.00 2,622,610.07 RESTRICTED FUNDS JACK MCNAY MEMORIAL 1,463.16 0.00 0.00 1,46316 YOUTH ACHIEVEMENT 171.40 0.00 0.00 171.40 OFF LEASH DOG PARK 125.00 0.00 0.00 125.00 JAMES& GRACE CURATALO MEMORIAL 2,301.84 0.00 0.00 2,301.84 RALPH M. LEWIS MEMORIAL 660.51 0.00 0.00 660.51 ASSOCIATE FUNDS RC ANIMAL SHELTER 156,480.46 0.00 (1,752.27) 154,728.19 ARMED FORCES BANNER 190.00 0.00 0.00 19000 PACIFIC ELECTRIC TRAIL 25,035.00 0.00 0.00 25,035.00 SENIOR CENTER 19,489.53 2,710.21 (10.00) 22,18974 TOTAL $3,070,738.84 $50,357.38 ($102,139.64) $3,018,956.58 RECONCILIATION-UNION BANK PAL Union Bank Checking Account Balance 4/30/10 $927,367.23 RCCF Union Bank Checking Account Bal 4/30/10 263,873.21 Deposit in Transit 0.00 Less Outstanding Checks (66.158.23) Subtotal 1,125,082.21 INVESTMENTS -LAIF _ 1,893,874.37 BALANCE $3,018,956.58 i 10500 Civic Center Dr.• P.O.Box 807•Rancho Cucamonga,CA 91729-0807•Tel 909477-2760•Fax 909477-2761 •w .RCparkcom ®s APRIL 2010 REVENUE& EXPENDITURE DETAIL REVENUES OPERATING/PROGRAM FUND Various Donations $ 44,878.42 LAIF-Interest earned 2,598.18 Union Bank-Merchant Service Credit 170.57 Total Operating/Program Fund $ 47,647.17 SENIOR CENTER FUND Various Donations $ 2,710.21 Total Senior Center Fund $ 2,710.21 TOTAL REVENUES $ 50,357.38 ', EXPENDITURES OPERATING/PROGRAM FUND Union Bank-Merchant Service Fee $ 170.57 City of Rancho Cucamonga-Sponsor Lewis Playhouse 44,500.00 City of Rancho Cucamonga-Sponsor Lewis Playhouse 20,000.00 City of Rancho Cucamonga-Sponsor Lewis Playhouse 11,776.50 City of Rancho Cucamonga-Sponsor Lewis Playhouse 13,787.00 City of Rancho Cucamonga-Sponsor Lewis Playhouse 6,433.00 Chino Valley Unified School District-Transportation 1,472.00 Sacred Heart-Transportation 541.35 City of Rancho Cucamonga-US Bank Sponsor 2,137.50 Chuck 8 Suzanne Buquet-Refund Flemings Event 200.00 ReGass Expenditures to RC Animal Shelter Fund (752.27) City of Rancho Cucamonga-Rmb. Board Meeting 111.72 Total Operating/Program Fund $ 100,377.37 RC ANIMAL SHELTER FUND Colin Richardson-Pit Idol Promotion $ 500.00 Resclass Expenditures from Operating/Program Fund $ 752.27 Dogs Etc. -Training Program 500.00 Total RC animal Shelter Fund $ 1,752.27 SENIOR CENTER FUND Union Bank-Adjust Deposit of 4/14/10 $ 10.00 Total Senior Center Fund $ 10.00 TOTAL EXPENDITURES $ 102,139.64 P7 i 11111MENT Page 1of2 UnionBank ®� ACCOUNTS RANCHO CUCAMONGA COMMUNITY FOUNDATION UNION BANK Statement Number:2740024518 GOVERNMENT SERVICES- SOUTH 274 04/01/10-04/30/10 POST OFFICE BOX 513840 LOS ANGELES CA 90051-3840 800-7998-8-CustomerInquiries 800- 6466 Thank you for banking with us since 2008 RANCHO CUCAMONGA COMMUNITY FOUNDATION DBA PAL CAMPAIGN PO BOX 807 RANCHO CUCAMONGA CA 91729 I V ■ Get important information about your Union Bank accounts—via email, text message, or voice mail— ) quickly and easily with alerts.Alerts are a convenient and customizable way to get the information you E need to keep track of your account balances and detect unusual activity.To learn more, call your I Relationship Manager, contact Global Treasury Management Sales at 800-883-0285 or visit us at unionbank.com. Public Fund Checking Summary Account Number:2740024518 Days in statement period:Days in statement period:30 Balance on 411 $ 918,363.82 Total Credits 45,321.33 Deposits(11) 45,150.76 Other credits(1) 170.57 Total Debits -36,317.92 Checks paid (6) -36,147.35 Other debits(2) -170.57 Balance on 4/30 $ 927,367.23 i CREDITS II i' Deposits including check and cash credits Date Description/Location Reference Amount it 4/13 MERCHANT SERVICE MERCH DEP CCD 8013515351 52752696 $ 595.00 I' 4/14 MERCHANT SERVICE MERCH DEP CCD 8013515351 53371371 1,400.00 4/15 UNENCODED COURIER DEPOSIT 44415790 164.00 ,I 4/15 UNENCODED COURIER DEPOSIT 44415778 1,200.00 4/15 UNENCODED COURIER DEPOSIT 44415787 9,091.76 4/15 UNENCODED COURIER DEPOSIT 44415785 30,000.00 4/21 MERCHANT SERVICE MERCH DEP CCD 8013515351 56818333 150.00 4/27 MERCHANT SERVICE MERCH DEP CCD 8013515351 59073480 500,00 4/28 MERCHANT SERVICE MERCH DEP CCD 8013515351 59649373 200.00 4/29 UNENCODED COURIER DEPOSIT 46007210 450.00 4/29 UNENCODED COURIER DEPOSIT 46007212 1,400.00 ;• 11 Deposits Total $ 45,150.76 f i, jI Other credits and adjustments Date Description/Location Reference Amount 4/2 MISCELLANEOUS BANK ORIGINATED ITEM 99350662 $ 170.57 I' i i P8 STATEMENT RANCHO CUCAMONGA COMMUNITY !j UnionBank (DIP ACCOUNTS FOUNDATION UNION BANK Statement Number:2740024437 GOVERNMENT SERVICES- SOUTH 274 04/01/10-04130/10 POST OFFICE BOX 513840 Customer Inquiries LOS ANGELES CA 90051-3840 800-798-6466 Thank you for banking with us since 2008 RANCHO CUCAMONGA COMMUNITY FOUNDATION PO BOX 807 i RANCHO CUCAMONGA CA 91729 ■ Get important information about your Union Bank accounts—via email, text message, or voice mail-- quickly ail—quickly and easily with alerts.Alerts are a convenient and customizable way to get the information you need to keep track of your account balances and detect unusual activity.To learn more, call your Relationship Manager, contact Global Treasury Management Sales at 800-883-0285 or visit us at unionbank.com. l Public Fund Checking Summary Account Number:2740024437 Days in statement period:Days in statement period:30 Balance on 411 $ 262,111.94 Total Credits 2,716.21 ! Deposits(2) 2,716.21 Total Debits -954.94 Checks paid(3) -944.94 Other debits(1) -10.00 Balance on 4/30 $ 263,873.21 i CREDITS Deposits including check and cash credits Date Description/Location Reference Amount 4/14 CARRIER DEPOSIT 47449729 $ 1,406.21 4/28 CARRIER DEPOSIT 46014699 1,310.00 2 Deposits Total $ 2,716.21 DEBITS Check Paid Number Date Amount Number Date Amount 10176 4120 375.22 10192' 4/1 519.72 10182' 4/19 50.00 3 Checks paid Total $ 944.94 Checks missing in sequence Oul of sequence check numbers may also be located in the Electronic Debits section of your statement I P9 unuuea rage Page 1 of 1 M ISI JOHN CHIANG California State Controller LOCAL AGENCY INVESTMENT FUND REMITTANCE ADVICE Agency Name RANCH CUCAMONGA COMM FOUNDATN Account Number 16-36-004 As of 04/15/2010, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 03/31/2010. Earnings Ratio .00001526772794093 Interest Rate 0.56% Dollar Day Total $ 170j 74,565.52 Quarter End Principal Balance $ 1,891,276.19 Quarterly Interest Earned $ 2,598.18 I http://Iaif.sco.ca.gov/Result.aspx 4/19/R10 RANCHO CUCAMONGA COMMUNITY FOUNDATION EXECUTIVE/FINANCE COMMITTEE AGENDA jtaucao May 12, 2010 - 9:00 a.m. C A°ONGA Tri-Communities Conference Room @ Rancho Cucamonga Civic Center ACTION AGENDA I 1. Roll Call. Call to Order: 9:00am Thomas Galindo X Brad Fine _X Roll Call: Linda Bryan _X Tony Mize _ab_ All present except Mize Harvey D. Cohen, M.D. _X_(arrived at 9:40 a.m.) This Is the time and place for the general public to address the Committee.State law prohibits the Committee from addressing any issue not previously included on the Agenda. The Committee may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual. None I The following Consent Calendar items are expected to be routine Consent Calendar and non-controversial. They will be acted upon by the Committee at Approved one time without discussion. Any item may be removed by a Committee member or member of the audience for discussion: I 1. Request for approval of the minutes of the Community Minutes Approved I Foundation Executive/Finance Committee meeting held on February 10, 2010. 4 ,I The following Items are not public hearing Items,although the Chair may open the meeting for public input: 1. Update on potential grant writer. Potential Grant Writer Discussed, Not to be Retained at this time i 2. Discussion regarding assignment of grant researching to Assignment of Grant Research interested Board Members. To Interested Members Apprvcl For June Board Discussion P11 RANCHO CUCAMONGA COMMUNITY FOUNDATION BOARD DEVELOPMENT COMMITTEE AGENDA May 20, 2010 - 9:00 a.m. RANCHO De Anza Conference Room CUCAMONGA ACTION AGENDA A. Call to Order 1. Roll Call: Call to Order: 9:00am Harvey D. Cohen, M.D. _X_(arrived at 9:40 a.m.) Roll Call: Linda Bryan X Thomas Galindo _AB Galindo absent Jeremy Kahn _X_ B. Communications from the Public This is the time and place for the general public to address the Committee. State law prohibits the Committee from addressing any issue not previously included on the Agenda. The Committee may receive testimony and set the matter for a subsequent meeting. Comments are to be limited to five minutes per individual. None C. Consent Calendar The following Consent Calendar items are expected to be routine Consent Calendar and non-controversial. They will be acted upon by the Committee Approved at one time without discussion. Any item may be removed by a Committee member or member of the audience for discussion: 1. Request for approval of the minutes of the Community Minutes Approved Foundation Board Development Committee meeting held February 18, 2010. D. Item(s) for Discussion The following items are not public hearing items,although the Chair may open the meeting for public input: 1. Interview of potential Board Member. Potential Candidate Interviewed 2. Review and discussion of potential Board Member Appointment of Candidate to interview/application. Be Recommended to ClCouncil 3. Update on future plans for Board team building. Board Team Bldg Ideas Discussed, Retreat to be Discussed at June Board Mtg P13 A RANCHO CUCAMONGA COMMUNITY FOUNDATION BOARD DEVELOPMENT COMMITTEE AGENDAMay 20, 2010 - 9:00 a.m. 2 De Anza Conference Room CUCAMONGA 4. Update on future plans for fundraising training for the Board. Details of Fundraising Training to be held at June Board Mtg Discussed 5. Review of future meeting dates/times for the Board Future Committee mtg dates Development Committee. Discussed 6. Review and discussion regarding the Board Development Committee Work Plan Action Committee's Work Plan. Items discussed including Development of Honorary Brd, Public Relations/Branding, Patrons on Committees E. Identification of Items for the Next Meeting This is the time for the Committee to identify the items they wish to discuss at the next meeting. These items will not be discussed at this meeting, only identified for the next meeting: FEF. Adjournment The Community Foundation Board Development Committee Adjourned: meeting was officially adjourned. 10:45am P14 STAFF REPORT - COMMUNITY SERvICES DEPARTMENT Date: June 9, 2010RANCHO C,UCAMONGA To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director Subject: UPDATE ON THE PLAYHOUSE PARTY TRAIN (2011 SPRING EVENT) AND APPROVAL OF AN EVENT BUDGET RECOMMENDATION It is recommended that the Foundation Board approve the budget for the 2011 Spring Fundraising Event, the Playhouse Party Train. BACKGROUND At the April 14, 2010 meeting, the Board approved the new concept for the Spring 2011 Event, now branded the "Rancho Cucamonga Community Foundation's Playhouse Party Train." The Foundation's event planning committee, chaired by Linda Bryan, is meeting monthly to plan the Playhouse Party Train, a series of specialty events that will take place during the month of May 2011, with the goal of raising $10,000. The committee is responsible for soliciting event hosts/sponsors, overall coordination, marketing, registration and sponsor/donor appreciation. They are actively seeking event hosts/sponsors and soliciting event/party proposals. Each event host will be responsible for the planning and executing of their event, including all costs with all proceeds coming to the Foundation. A Playhouse Party Train budget will be distributed at the June 9, 2010 board meeting, and the figures have been included in the 2010/11 Foundation Budget for approval. Since many aspects of the event have not yet been confirmed, these figures remain preliminary. The committee will bring the Board a full update, including any necessary budget adjustments at the October 2010 Board meeting. Respec Ily submed, KeA rdle Community Services Director I:\COMMSERV\Council&Boards\CommuniryFoundation\Staff Reports\2010\2011 Party Train update budget6.9.10.doc P15 2011 Pla house Partv Train Bud et SUMMARY TOTAL REVENUE 1 $13,875.001 0.00 TOTAL EXPEND 1 $4,100.001 $0.00 NET S9,7715.00 SO.00 2011 Est 1 2011 Actual Notes SPONSORSX00 00 SO.00 Event Series Sponsor is 1,000.00 EVENTS #of People Ticket Cost rr Event Date Event 1 25 $ 25.00 I $ 625.00 Event2 25 $ 25.00 $ 625.00 Event 3 25 $ 25.00 $ 625.00 Event4 25 $ 25.00 $ 625.00 Event5 25 $ 25.00 $ 625.00 Event 6 25 $ 35.00 $ 875.00 Event 7 25 $ 35.00 $ 875.00 Event 8 25 $ 35.00 $ 875.00 Event9 25 $ 35.00 $ 875.00 Event 10 25 $ 35.00 $ 875.00 Event 11 25 $ 40.00 $ 1,000.00 Event 12 25 $ 40.00 $ 1,000.00 Event 13 25 $ 40.00 $ 1,000.001 1 Event 14 25 $ 45.00 $ 1,125.00 Eventl5 25 $ 50.001 $ 1,250.00 TOTALREVENUE 00 SO.00 2011 Est 2011 Actual Notes misc S2,100.00 SO.00 Event Materials(Host Solicitation) $ 25.00 In house/purchase paper Invitations $ 25.00 Invite template creation General Supplies/Equip $ 650.00 Signs/Other Prizes/Incentives $ 400.00 Host/SponsorThank You Reception $ 1,000.00 PostcardllSheet $ 650.00 DesignlPrint Web Site Design/Set Up $ 350.00 General Graphic Design $ 250.00 Envelopes/Postage $ 500.00 General Graphic Design $ 250.00 TOTAL rr 00 00 SO.00 pis STAFF REPORT COMMUNITY SERVICES DEPARTMENT Date: June 9, 2010RANCHO CUCAMONGA To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director Subject: CONSIDERATION OF A REQUEST FROM THE ASSOCIATED ARTISTS OF THE INLAND EMPIRE RECOMMENDATION It is recommended that the Foundation Board approve a request from the Associated Artists of the Inland Empire to sponsor their 2010 Art Show. BACKGROUND In 2009 the Rancho Cucamonga Community Foundation sponsored the Art Show presented by the Associated Artists of the Inland Empire. The sponsorship, in the amount of $7,500, was used to enhance certain elements of the art show. The Performing/Visual Arts Giving Committee has received a proposal from the Associated Artists for their 2010 show, to be held in September at the Victoria Gardens Cultural Center. The Associated Artists are requesting $7,500 to support the following: • A student category in the art show • Sidewalk art displays and community entertainment • Living Statues and Jazz Band at the Awards Ceremony • Special Foundation art award The Performing/Visual Arts Giving Committee is meeting on June 9t just prior to the regular Board meeting and will bring a final recommendation to the meeting based on their discussion. 1 i Regspec submitted, i i Kevin M Ardle Community Services Director I:\COMMSERV\Council&Boards\CommunityFoundation\Staff Reports\2010\Giving Committee6.9.10.doc + t P17 ` i STAFF REPORT COMMUNITY SERVICES DEPARTMENT Date: June 9, 2010 To: Rancho Cucamonga Community Executive/Finance Committee RANCHO From: Kevin McArdle, Community Services Director CUCAMONGA II By: Paula Pachon, Management Analyst III f Subject: DISCUSSION OF A RECOMMENDATION FROM THE EXECUTIVE/FINANCE j COMMITTEE PERTAINING TO A DATE/FORMAT FOR THE ANNUAL j RECOGNITION OF DONORS AND APPROVAL OF AN EVENT BUDGET RECOMMENDATION Staff recommends that the Foundation Board discuss a recommendation from the Executive/Finance Committee pertaining to a date/format for their annual recognition of donors and approval of a budget for the event. BACKGROUND The Community Foundation, in their 2015 Strategic Plan has identified a goal to host an annual recognition for their donors. At the Executive/Finance Committee's May meeting, Members recommended that such a program/event be planned for this year. Invited donors would include City VIPs, PAL Spotlight Donors and any other donors contributing $2,500 or more during the course of the fiscal year. The recommended format for this years event is as follows: i • An early evening outdoor reception in the Cultural Center's Imagination Courtyard to be held in conjunction with a Community Foundation sponsored World Music Series performance. • Reception to include a short recognition element, catered hors d'oeuvres, wine and soft drink beverages, and an opportunity to network/socialize and enjoy an outdoor, summer music concert at the Cultural Center. • Invited guests to include PAL Spotlight Donors and any other donor that has contributed $2,500+ to the Foundation, Mayor, City Council Members and other dignitaries, and Foundation Board Members. • Suggested date/entertainment for the reception: Wednesday, July 14th — INCA, Peruvian musicians and dancers offering a rich multi-cultural experience of ethnic and folkloric music, songs, dance and traditions from all over Peru. It is recommended that the Board review and discuss the Executive/Finance Committee's recommendation and if inclined, approved the attached budget. Resp Cttully ub itted, Kevin McArdle i Community Services Director IVcv000011DepartmentslCOMMSERVICouncil&BoardslCommunityFoundationlStaff Reports120101DonorRecognition6.9.10.doc P18 i RCCF Donor Appreciation Event Wednesday, July 14, 2010 i Category Unit Unit Item $ per unit Total $ Linens 17 90" Round Swirl Bamboo $16.00 $272.00 7 120"Solid Chocolate $15.00 $105.00 4 6'Table Drapes Solid Chocolate $15.00 $60.00 1 120" Bamboo Swirl $27.00 $27.00 i 2 81x 81 Bamboo Swirl $13.00 $26.00 2 81 x 81 Chocolate Solid $8.00 $16.00 1 $506.00 Decor 1 17 ITabletop Centerpieces 1 $15.001 $255.00 1 Buffet Centerpiece 1 $100.001 $100.00 $355.00 Food /Bev 100 100 Hea Appetizers 1 $10.001 $1,000.00 1 1 Bartender 1 $200.001 $200.001 $1,200.00 li II Logistics 1 Tent $600.00 $600.00 I 70 Chairs $4.00 $280.00 i 1 Misters $150.00 $150.00 7 17 Tables $10.00 $170.00 200 Invitations $200.00 5 Umbrella $75.00 $375.00 $1,775.00 TOTAL $3,836.00 'i �I i II i it t fl t i pis I f STAFF REPORT - COMMUNITY SERVICES DEPARTMENT } RANCHO Date: June 9, 2010 C,UCAMONGA To: Rancho Cucamonga Community Foundation I I From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III f Subject: APPROVAL OF A STAFFING RECOMMENDATION FOR THE RANCHO CUCAMONGA COMMUNITY FOUNDATION RECOMMENDATION Staff recommends that the Foundation consider funding a part-time staff person to assist the Rancho Cucamonga Community Foundation in meeting their 2015 Strategic Plan goals and objectives. BACKGROUND As the Foundation is aware, the Board currently receives staff support from the Community Services Director, the Management Analyst III, the Community Services Superintendent in charge of Cultural Arts and the Community Services Marketing Manager. These individuals also have full time responsibilities with the City's Community Services Department. With the adoption of the Foundation's 2015 Strategic Plan, staff is spending more time than can be maintained on a continual basis. Attached is an overview of City staffing availability for 2010-2011. In order for the Foundation to move to the next level in their fundraising and donor stewardship efforts, it is felt that a part-time City employee dedicated solely to the Foundation would be beneficial. The primary goal for hiring such a person would be to increase donations through expanded donor identification, prospecting and stewardship. This individual would also assist staff with marketing and public awareness activities of the Foundation. The annual cost for a position working 20 hours per week would be approximately $18,000. Attached is a brief listing of proposed intern duties. It is recommended that the. Foundation discuss staffs recommendation and consider funding a part-time Administrative Intern to assist the Foundation in their efforts. Respe ully i ed, Kevin cArdle Community Services Director Ilrcv000011DepartmentslCOMMSEROCounci7&BoardslCommunityFoundationlStaff Reports120101StaffingRequest.6.9.10.doc P20 Rancho Cucamonga Community Foundation City Staff Support Availability for 2010-11 • Foundation Administration o Scheduling of Board and Committee meetings with associated appointments for Board Members o Provide appropriate staff support at scheduled Board meetings o Provide a staff liaison to each committee meeting o Develop and manage overall Foundation budget o Handle and account for all funds o Provide clerical support for Board and Committee meetings (agendas, copying and mailing) o Staff administrative support for specific Foundation Work Plan Grant research Donor recognition event i • Board policy and reference manual Create annual report • Golf Tournament o Assist committee in developing budget for management by Coordinator o Prepare initial marketing plan and collateral for distribution by Coordinator o Coordinate donor identification, prospecting and assignment with committee members o Assist committee members in preparing solicitation letters o Provide advice to committee members on donor cultivation and stewardship o Provide day of event staff support (5 full time staff) •o Scheduling and supervision of tournament volunteers o Handling and accounting of money o Provide clerical support for solicitation efforts • Spring Event(Playhouse Party Train) o Develop budget proposal for Board approval o Manage all centralized campaign marketing and branding (not for individual events) o Provide event planning advice to committee members o Coordinate registration of all participants o Develop sponsor recognition plan for committee to implement o Handling and accounting of money o Provide clerical support for committee meetings • Special Campaign o Assist committee in the preparation of budget for Board approval o Day of the event support staff(Part time staff as needed. Cost paid by Foundation) o Assist committee in developing/reviewing marketing materials o Management of on-line giving/website component of campaign o Clerical support for committee meetings P21 F fi , j � f Community Foundation Administrative Intern 20 Hours/Week Annual Cost $18,000 = t • Position Duties and Responsibilities (in order of priority) ij o Research and distribute potential new donor identification and prospecting information to Board members i ; o Assist individual Board members with their donor cultivation and i stewardship efforts si o Assists with Foundation public awareness strategies, including scheduling of Board members and Patrons at appropriate activities . I 4i o Assists in the marketing and promotion of Foundation fundraising ( i activities i _ o Keeps records on donor.prospect related communications c i ` i� 1I i( ;1 �j i ' r� I 1 I i I ?i ii I� r� f �I I ;I P22 i! .r STAFF REPORT I COMMUNITY SERVICES DEPARTMENT if Date: June 9, 2010 To: Rancho Cucamonga Community Executive/Finance Committee RANCHO I From: Kevin McArdle, Community Services Director CUCAMONGA I By: Paula Pachon, Management Analyst III Subject: DISCUSSION OF A RECOMMENDATION FROM THE EXECUTIVE/FINANCE COMMITTEE CONCERNING A BOARD RETREAT AND APPROVAL OF A ! PROPOSED BUDGET ! RECOMMENDATION i Staff recommends that the Foundation Board discuss a recommendation from the Executive/Finance Committee pertaining to holding a Board Retreat and to review and approve a proposed budget. BACKGROUND ii The Executive/Finance Committee at their May meeting recommended that the full Board 4 consider planning a day and a-half Board Retreat for the fall of 2010. The Committee felt that it would be beneficial for the Board to host the Retreat away from the local area so I! attention could be focused on Foundation business. Staff has prepared a proposed agenda, schedule and budget for the Board's review and discussion. The agenda has been crafted to provide considerable time for team building and visioning the three primary strategies of the Foundation's 2015 Strategic Plan: ! fundraising, management and giving. i It is recommended that the Board review and discuss the Executive/Finance Committee's recommendation and if inclined, approved the attached budget. j �i Resp Ily s i d, 'i 'I Kevin cArdle Community Services Director ; ;i IVcv0000f IOepartmentslCOMMSERVICouncil&BoardslCommunityFoundationlStati Reports120f OlBoardRetreat.6.9.10.doc 'r it , i i ... P23 Rancho Cucamonga Community Foundation Proposed Board Retreat Potential Agenda Topics 1. Celebration of Foundation successes and accomplishments 30 minutes 2. Foundation SWOT analysis 15 minutes 3. Board Team Building 45 minutes a. Areas of concern b. Member comfort levels c. Areas of focus 4. Board/City Relationship discussion 15 minutes I 5. Prospective new donor identification and prospecting discussion 30 minutes 6. Strategic Plan individual Goal review and visioning a. 'Fundraising Strategies 60 minutes i. Golf Tournament fundraiser ii. Spring Event fundraiser iii. Special Campaign fundraiser iv. Grant funding v. Raising $2 million for Endowment Fund vi. Relationships with donors b. Management Strategies 60 minutes i. Effective Board ii. Endowment Fund iii. Finance policy iv. Foundation public awareness v. Affiliate Partners vi. Patrons of the Arts c. Giving Strategies 45 minutes i. Performing arts at the Playhouse ii. Performing arts at schools iii. Visual arts at Cultural Center iv. Scholarship program 7. Creating individual Board member goals/contracts 30 minutes �I 8. Additional future staff needs 15 minutes 9. Possible future fundraising initiatives 45 minutes a. PAL II Campaign b. Planned giving program 10. Review of annual Board schedule 15 minutes 11. Other discussion 30 minutes P24 Rancho Cucamonga Community Foundation j Proposed Board Retreat Potential Schedule t f Day 1 9:00 am Arrival and Coffee i i 10:00 am to Noon Session #1 2 Hours �f Noon to 2:00 pm Lunch 'f i� 2:00 to 5:00 pm Session#2 3 Hours f 6:00 pm Dinner it i 7:00 pm Social Activity jj Dav 2 f 7:30— 8:30 am Breakfast 8:30 to 11:30 am Session#3 3 Hours i� 11:30 am— 1:00 pm Lunch �i 1:00 pm Social Activity it I� j ii 'i i! ;I �I f it I i I ill P25 : c i i . Potential Community Foundation Retreat Budget t � Participants 12 Board Members i 5 Staff i 1 Facilitator 8 Board Spouses(Evening) f i Schedule Arrive 9 am Day 1 Depart 3 pm Day 2 f� ,j Rooms # Rooms #Nights Cost/Night Total f Sleeping Rooms 18 1 $200 $3,600 Meeting Room 1 2 $500 $1,000 I Meals #Meals #People Cost/Meat Breakfast 1 18 $20 $360 Lunch 2 18 $25 $900 jt Dinner 1 18 $45 $810 l Snacks #Shifts #Peoole Cost/Person/Shift i Morning/Afternoon 3 18 $10 $540 Night Reception 1 26 $15 $390 j �I Adult Beverages #Receptions #People Cost/Person +{ Night Reception 1 26 $15 $390 i Supplies #People Cost/Person j 18 $25 $450 i Mileage #People #Miles Cost/MIIe }' 18 200 $0.50 $1,800 fl Facilitator $4,000 {f I} I: Total $14,240 j it I I j. I 6/2/2010 P26 I STAFF REPORT COMMUNITY SERVICES DEPARTMENT Date: June 9, 2010 RANCHO To: Rancho Cucamonga Community Foundation cUCAMONGA From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III Subject: ADOPTION OF FISCAL YEAR 2010-2011 COMMUNITY FOUNDATION BUDGETS RECOMMENDATION Staff recommends that the Foundation review and approve the Operating Budgets for FY 4 2010-2011 which will be provided to the Foundation under separate cover.. BACKGROUND/ANALYSIS As noted in the Foundation's by-laws, the Foundation is required to adopt an annual operating budget. The attached proposed budget 'sheets include the Foundation's estimated cash balances, projected revenue and anticipated expenditures for the next fiscal year which runs from July 1, 2010 through June 30, 2011. As the Foundation is aware, it manages four (4) different fund groups: (1) Operating and f Program Fund; (2) Endowment Fund; (3) Restricted Funds; and (4) Associate Funds. Annual budgets are being presented for the Operating/Program Fund and the Endowment I Fund. Since there are no program plans anticipated for the Restricted Funds at this point, no annual budget is recommended. Since the financial activity within each Associate Fund is determined by-the Foundation's Associate partners, it is not possible to develop a realistic annual budget for these funds. Staff recommends that the Foundation Board review and approve Operating Budgets for the Operating/Program Fund and the Endowment Fund for FY 2010-2011. Respec ully itted, I Kevin cArdle Community Services Director Attachment Ncv000011OepartmentsICOMMSERVICouncit&BoardslCommunityFoundationlStaff Reportsl20lOIRCCFBudget.10.1l.doc P27 i STAFF REPORT z COMMUNITY SERVICES DEPARTMENT i RANCHO Date: June 9, 2010 C,UCAMONGA I To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III Subject: APPROVAL OF A RECOMMENDATION FROM THE EXECUTIVE/FINANCE COMMITTEE REGARDING NAME CHANGE OF THE FOUNDATION G RECOMMENDATION This item has been placed on the Foundation's Board meeting agenda at the request of the Executive/Finance Committee to allow for discussion of a possible name change of the Rancho Cucamonga Community Foundation. BACKGROUND I At the request of the Executive/Finance Committee, preliminary discussion regarding the name and branding of the Rancho Cucamonga Community Foundation took place at the i Board's January 2010 meeting. At that time the Board referred the item back to the Executive/Finance Committee for further work. The Executive/Finance Committee met on February 10"' and came up with a recommendation for consideration by the full Board at j their April meeting. The Executive/Finance Committee's recommendation was to change the name of the Rancho Cucamonga Community Foundation to the Rancho Cucamonga Community and Arts Foundation. Due to a lack of a quorum at the Foundation's April Board meeting, this item was unable to be discussed/acted upon, therefore, staff has placed the item on the Foundation's June agenda for consideration by the Board. Attached for your review is a copy of the original Staff Report from January 13, 2010 discussing this topic. Respectf Ily submitted, i i i Kevin McArdle Community Services Director I:ICOMMSERVICouncil&BoardslCommunityFoundationlStaff Repoitsl2010WameChange.6.9.10.doc P28 I STAFF REPORT - COMMUNITY SERVICES DEPARTMENT f 1 Date: January 13, 2010 RANCHO CUCAMONGA To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III i Subject: PRELIMINARY DISCUSSION REGARDING NAME AND BRANDING OF THE FOUNDATION RECOMMENDATION This item has been placed on the Foundation's agenda at the request of the Executive Committee to allow for preliminary discussion regarding the name and branding of the Rancho Cucamonga Community Foundation. BACKGROUND The Rancho Cucamonga Community Foundation was formed in April 1986 by a group of residents and civic leaders and Articles of Incorporation for the.Foundation were filed with the State in June of 1986. In February 1988, the Foundation received its determination letter from the Internal Revenue Service and was granted exemption from federal income tax under section 501 (c) (3) of the Internal Revenue Code as a non-profit corporation. As a non-profit corporation, the Foundation was organized to operate exclusively for charitable, scientific, literary, or educational purposes, or i for a combination of such purposes. In its initial years of operation, the Foundation raised and managed funds to augment financial resources of the City's cultural, recreational and human services programs. At the time, the Foundation's mission was simply to enhance the quality of life in Rancho Cucamonga. { During the late 80's and 90's, the Foundation supported a number of community programs including community/children's theatre experiences, artist-in-residence programs at local elementary schools, art exhibits featuring works by local high school and college artists, high school performance_ arts programs, concerts in the park, as well as to support local students participation in regional and national recreation sports programs/events. In addition, the Foundation accepted community donations from a number of grass root organizations and distributed their funds in accordance with their objectives and the desire of its donors. These organizations essentially became affiliate organizations of the Foundation, which in turn allowed them the use of the Community Foundation's non-profit status. i With the opportunity for the development of the Victoria Gardens Cultural Center in the early 2000's, the Foundation's mission evolved into fundraising to support the construction of the programming at the Cultural Center, most specifically the Lewis Family Playhouse at the Cultural Center. Between 2003 and 2006, the Community Foundation, in collaboration with the Library Foundation, initiated the Promoting Arts and Literacy (PAL) Campaign to raise funds for the construction and programming of the Victoria Gardens Cultural Center. I I P29 '� i PRELIMINARYDISCUSSIONREGARDING NAME AND BRANDING OF THE PAGE 2 FOUNDATION JANUARY 13,2010 In 2004, the Foundation amended its By-Laws to change its purpose/mission to: "establish a permanent endowment fund to assist the government of the City of Rancho Cucamonga in improving the cultural and recreational services to the citizens of the City'. During this time period the Foundation continued to work with affiliate organizations in the community, including the I Rancho Cucamonga Animal Care and Adoption Center, the Pacific Electric Trail, the James L. Brulte Senior Center and the Redevelopment Agency's Armed Forces Banner Program in the i collection and distribution of their funds. ANALYSIS In researching information for this Staff Report, staff was unable to find reference to earlier discussions pertaining to the rationalization for the choice of the Foundation's name, although staff can remember.informal discussions concerning the primary focus of the Foundation being primarily on the arts. i In discussing the name and branding of the Foundation, staff offers these considerations to the Board: ➢ The.name of the Rancho Cucamonga Community Foundation has been in the community for nearly a quarter of a century; ➢ The Rancho Cucamonga Community Foundation has been branded to'the Cultural Center through the successful Promoting Arts and Literacy(PAL) Campaign; ➢ As a community foundation, the Foundation has greater flexibility in working with local grass root organizations to assist them in their fundraising efforts; and ➢ Any change in the Foundation's name would require legal filings and the payment of fees with the State of California Secretary of State and the Federal government's Department of the ! Treasury, as well as approval of the City Council. Staff would further offer to the Foundation's discussion, a possible avenue in achieving greater I name recognition and branding for the Rancho Cucamonga Community Foundation, which seems j to be the principal point of discussion. The Foundation may wish to consider developing a tag line and specific branding image to their name to describe in greater detail their mission. For example: Rancho Cucamonga Community Foundation — "Supporting the Arts". While the branding image for the Foundation would remain constant, the Foundation's tag line could change depending upon the program/project. '.! Based upon the Foundation's preliminary discussion at their January Board Meeting, the Board may want to defer this item to their Executive Committee for further discussion and development of recommendations for the Board's consideration at a future meeting. ! :I Respectfully submitted, II !i ki I Kevin McArdle Community Services Director I:ICOMMSEROCouncii&BoardslCommunityFoundationlStaN Reports120101FoundationName.Branding.1.13.10.doc P30 f r STAFF REPORT - GommuNITy SERVICES DEPARTMENT i RANCHO Date: June 9, 2010 CUCAMONGA To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director Subject: ELECTION OF OFFICERS FOR THE RANCHO CUCAMONGA COMMUNITY FOUNDATION BOARD OF DIRECTORS — CHAIR, VICE CHAIR AND SECRETARY/ TREASURER FOR FISCAL YEAR 2010/11 RECOMMENDATION As deemed appropriate by the Board of Directors. BACKGROUND According to the Foundation's by-laws, election of Chair, Vice Chair and Secretary/ Treasurer is to be conducted at the Board's annual meeting held in June each year. In addition, as some Members may be aware, the City Council has determined that a Member may not serve as Chair for more than two consecutive years. The current Chair and Vice Chair are nearing completion of their first year in office. Also, although the most recent appointment for the Treasurer/Secretary position occurred in October 2009, appointment for this position would also be in order at this time. Staff has placed this item on the j Foundation's agenda for the Board's consideration and action. II I Respec Ily submitted, I 1 Kevin cArdle Community Services Director i I i I:\COMMSERV\Council&Boards\CommunlryFoundabon\Staff Reports12010\E1ecuon.060910.doc p31 1 f STAFF REPORT - , COMMUNITY SERVICES DEPARTMENT f RANCHO Date: June 9, 2010 CUCAMONGA i To: Rancho Cucamonga Community Foundation From: Kevin McArdle, Community Services Director By: Paula Pachon, Management Analyst III Subject: REVIEW OF FOUNDATION MEETING SCHEDULE FOR FY 2010-2011 f , 1 I RECOMMENDATION • f It is recommended that the Board regularly review their upcoming meeting schedule for f 2010-2011. BACKGROUND t The attached chart provides Board Members with a Community Foundation Board and Committee meeting schedule for fiscal year 2010-2011. Staff would ask that Board Members calendar the full year of meetings on their personal calendars and continue to notify staff if they are unable to attend their scheduled meetings. t Respegifully submitted, I I Kevin cEr Community Services Director j i I:ICOMMSERVICouncii&Boardsl CommunityFoundationl Staff Reportsl20101FY10.11 MeetingSchedule.6.9.10 i i i i i i i I' P32 Community Foundation Board and Committee Meeeting Schedule' 2010-2011 - Created:June 2,2010 MEMBERS X 9 9 C �. ..i el b• ! �" l i h N y. 2 ti Q• �S o: O Meetin s Date Time Golf Committee July Date TBD1 1:30 PM Chair X X Spring Event Committee Tuesday,July 20,2010 4:00 PM X Chair X X X Golf committee Monday,August 2,2010 1:30 PM Chair x X Spring Event Committee Tuesday,August 17,2010 4:00 PM X Chair x Px x Special Campaign Committee Thursday,August 26,2010 4:00 PM X X X Chair X Golf Cer1a11RteB September Date TBD' 1:30 PM Chair X % Exacutiw/Finance Committee Wednesday,September 8,2010 9:00 AM X % X Chair X Board Development Committee Thursday,September 16,2010 9:00 AM X Chair X % Spring Event Committee Tuesday,September 21,2010 4:00 PM X Chair X X Golf Committee Monday,October 4,2010 1:30 PM Chair X X Spring Event Committee Tuesday,October 19,2010 4:00 PM X Chair X X PwkrwAnWWMral Arts Committee Wednesday,October 13,2010 4:00 PM % X Chair x Board Meeting Wednesday,October 13,2010 5:00 PM X X X X X Chair X X X X X Special Campaign Committee Thursday,October 28,2010 4:00 PM X X X Chair X Golf committee Monday,November 1,2010 1:30 PM Chair x X Spring Event Committee Tuesday,November 16,2010 4:00 PM X Chair X X x Performirgnr6eel Arts Committee Wednesday,January 12,2011 4:00 PM X X Chair X X Board Meeting Wednesday,January 12,2011 5:00 PM X X X X X Chair x x x X X X Spring Event Committee Tuesday,January 18,2011 4:00 PM X Chair X X X Special Campaign Committee Thursday,January 27,2011 4:00 PM X X x Chair X Golf Committee Monday,February 7,2011 1:30 PM Chair X X ExecutWafFinance Committee Wednesday,February 9,2011 9:00 AM x X x Chair x Spring Event Committee Tuesday,February 15,2011 4:00 PM x Chair X x x Board Dwelopment Committee Thursday,February 17,2011 9:00 AM x Chair x X Golf Committee Monday,March 7,2011 1:30 PM Chair X X Spring Event Committee Tuesday,March 15,2011 4:00 PM X Chair X x X Special Campaign Committee Thursday,March 24,2011 4:00 PM X X X Chair x Golf Committee Monday,Aprft 4,2011 1:30 PM Chair X X PerformlrgMaual Arta Committee Wednesday,April 13,2011 4:00 PM X X Chair X X Board Meeting Wednesday,April 13,2011 5:00 PM X X x X X Chair X x X X X X Spring Event Committee Tuesday,April 19,2011 4:00 PM X Chair % X X Golf Committee Monday,May 2,2011 1:30 PM Chair X x Executive/Finance Committee Wednesday,May 11,2011 9:00 AM X X X Chair x Special Campaign Committee Thursday,May 26,2011 4:00 PM X X X Chair X Board Development Committee ursday,May 19,2011 9:00 AM X Chair X X Golf Committee Monday,ThJune 6,2011 1:30 PM Chair X X PerfomingMural Arta Committee IWednesday,June 8,2011 4:00 PM X X Chair X X Board Meeting lWednesday,June 8,2011 5:00 PM X x % X X Chair X x X X X x -Committee meetings subject to change. -Due to the 4th of July Holiday -Due to the Lobo Day MWiday 9 W W Community Foundation Board and Committee Meeeting Schedule 2010-2011 Updated:May 3,2010 MEMBERS 0 Meetings Date Time Golf Committee Monday,July 6,2009 1:30 PM Chair % Golf Committee Monday,August 10,2009 1:30 PM Chair % Golf Committee Monday,September 7,2009 1:30 PM Chair % Executive/Finance Committee Wednesday,September 9,2009 9:D0 AM X Chair Board Development Committee Thursday,September 17,2009 9:00 AM X Chair % Spring Event Committee Thursday,September-24,2009 5:00 PM Chair X Golf Committee Monday,October 5,2009 1:30 PM Chair X Spring Event Committee Tuesday,October 13,2009 4:00 PM Performing/Visual Arts Committee Wednesday,October-14,2009 4:00 PM X Chair X Board Meeting Wednesday,October 14,2009 5:00 PM % X % X Chair X Golf Committee Monday,November 2,2009 1:30 PM Chair X Spring Event Committee Tuesday,November 17,2009 4:00 PM Chair X Golf Committee(cancelled) Monday,January 4,2010 1:30 PM Chair % Performing/Visual Arts Committee Wednesday,January 13,2010 4:00 PM % Chair X Board Meeting Wednesday,January 13,2010 5:00 PM X % X X Chair Golf Committee Monday,February 8,2010 1:30 PM Chair X Executive/Finance Committee Wednesday,February 10,2010 9:00 AM X X X Chair X Board Development Committee Thursday,February 18,2010 9:00 AM' X Chair X Special Campaign Committee Thursday,February 25,2010 4:00 PM X X X Chair X Golf Committee Monday,March 1,2010 1:30 PM Chair X X Golf Committee Monday,April 5,2010 1:30 PM Chair X % Board Meeting Wednesday,April 14,2010 5:00 PM X % X X % Chair X X X X X Spring Event Committee Tuesday,April 20,2010 4:00 PM X Chair X X X Special Campaign Committee Thursday,April 22,2010 4:00 PM X X X Chair X Golf Committee Monday,May 3,2010 1:30 PM Chair X X Executive/Finance Committee Wednesday,May 12,2010 9:00 AM % X X Chair X Special Campaign Committee Thursday,May 13,2010 4:00 PM X X X Chair X Board Development Committee Thursday,May 20,2010 9:00 AM X Chair X X Spring Event Committee Tuesday,May 18,2010 4:00 PM X Chair X X Golf Committee Monday,June 7,2010 1:30 PM Chair X X Performing/Visual Arts Committee Wednesday,June 9,2010 4:00 PM X Chair X Board Meeting Wednesday,June 9,2010 5:00 PM X X X X X Chair X X X X X Special Campaign Committee Thursday,June 24,2010 4.00 PM X X X Chair % .R` �IdWI RMS e '�' :.-•-�� l S t. - � 'J Dear Friend of Children and the Arts, Through your support, Imagination Stage has been a hub of inspiration and imagination for 30 years. Each year over 100,000 children and families come to Imagination Stage to enjoy our professional theatre productions and our theatre education programs. They leave enriched with open hearts, inspired minds, and ignited imaginations! Please click on the 'play' arrow below to see an important message from our Board of Trustees. YOUM Mark Richardson We hope you will join these and many other supporters who say with pride, "I support Imagination Stage."We are thrilled that several members of our Board of Trustees have created a special challenge fund that will match all contributions between June 1 and June 30 up to $10,000 to support Imagination Stage. Your gift today will become part of that match, doubling the amount Imagination Stage receives. A gift of any size will help match our challenge fund - consider a tax-deductible gift of$30 for 30 years of service or join our Friends Circle with a gift of $100, $250 or more. You can even give conveniently through a monthly charge on your credit card online.. Your gift today will go directly toward sustaining our programs onstage and in classrooms throughout the region. We need your help now more than ever as we work to fund all our summer scholarship requests and fulfill our commitments to support the growth and development of children. Thank you in advance for being an important part of Imagination Stage and for helping us to match the challenge fund! Gratefully, Mark Richardson Bonnie Fogel President, Board of Trustees Founder and Executive Director P.S. A gift of any size will help meet our challenge fund match. Please respond with a generous contribution by June 30. Thank you! PAL CAMPAIGN DONATION PLEDGE SUMMARY EVENTS, APPEALS &MISC DONATIONS Amount Pledged Boardmember Donations $43,697.00 Misc.Cash Donations " $29.00 Fdfz Coleman Benefit Performance 8 Reception $9,131.76 Flemin 's Event 2007 $1,800.00 Flemin 's Event 2009 $4,700.00 Flemin 's Event 2010 -$5,100.00 Gala 2003 Recognition Event $5,475.00 Gala 2006 Recognition Event $9,003.00 Jade Fashion Show $620.00 Library Winery Event 2005 _ $4,667.53 Libray Winery Event 2003 $4,891.96 Library Winery Event 2004 $6,011.00 Waters Dinner 2005 $9,038.50 General Library Telethon Donations 2004(a portion of this $27,617.67 category will be distributed to bricks,books 6 other appeals once pledges have been paid1donor information forms received) Bucks for Books Appeal-2004(this category has been $0.00 distributed to books,bricks and other appeals once pledge sheets were returned from the schools.)TOTAL AMOUNT COLLECTED:$29,650.00 Library Telethon 2007-Cha es $8,070.00 PAL Bears $505.00 BookA pel $8,905.20 Concert Under the Stars Fundrslsers $2,740.00 PAL House Raffle-2006 $330,000.00 _ PAL House Raffle-2007 $325,000.00 PAL House Raffle-Account Closeout S$427.67 Forecast Homes.K.Hovnanian Fundraiser $466.00 Lucy Fundraiser $991.92 Shelly McArdle Recital Fundraiser $816.00 Macy's Fundraiser $6,900.00 Match-It Dec.20,2006-February 5,2008 $5.00 Robinson-Ma Fundraiser $2,357.00 Family Wall of Art Tile Appeal $29,700.00 Library Stack Appeal $10,500.00 Library Table Appeal $5,000.00 Library Lounge Chair Aeal $600.00 Library Reading ChairAppeal $750.00 Magazine Appeal $0.00 En raved BrickA al $126,365.75, Coasters Color Me Mlne i $45.00 Paint A The Color Me Mine $520.57 lPlayhouse Seat Appeal S17,600.00 Subtotal - $1,012,047.53 PAL NON-APPEAL DONATIONS Alta Loma psychological Steve&Melani $5,000.00 American Building Supply $5,000.00 Dr.&Mrs.Steven Barag $5,000.00 Bank of Amenca Foundation $550,000.00 Bass:,Sohan M.D. $1,000.00 Best Best&Kdeger LLP $5,000.00 - Biane,Paul(2nd Dlstnct SBCounty Supervisor), `.',' h.�' ; �;,^ <:�$900,000.00, The Blackstone Group Inc. $50,)0 Butum,Jeffry&Kellie $100.00000 Buntec $120,000.00 Charlotte Canan $5,000.00 Charles Joseph Associates[ $100,000.00 Charter Communications Ching,Victor M.D. &Bev $5,000.00 Clark.Deborah and Charles Rowe $2,500.00 Colonies Crossroads $250,000.00 Cucamonga 200,LP(Jack Shine) $2,000.00 Cucamonga Valley Water District $4,669.60 CW Driver $25,000.00 Dahler,Dick and Nova $5,000.00 Daniels,Linda $5,232.00 Dickey,Marbn&Geo ene $2,000.00 Diversified Pacific Development Group LLC $300,000.00 Duber.Rodger,M.D. $500.00 Fieldman.Rolapp&Assoclates-Thomas Johnsen —T,500-00 Friends of the RC Library - $50,000.00 Forest City Development $21,250.00 Fontana Steel asabsdl or CMC6teel FefxRetms $5,000.00 Friends of Rex Gutierrez Rex Gutierrez and Family) $5,000.00 I:CommwmCommundy Foudruuon CultCtWundCammign'PA [)onabonaosteY xis Combined 619/20102:11 PM Amount Pledged Gibson,Harry&Judy, $118,500.00 Goldman,Scott,M D. $5,000.00 Gosne ,Dr.Wallace&Mrs. $5,000.00 HSBC $25,000.00 Paul&Barbara Halbmaier $100.00 Hams Interactive $50.00 Haynes Foundation $10,000.00 Homs,Richard,M,D. $1,500.00 Inland Valley Daily Bulletin(Califomia Newspapers Partnership) $6,000.00 T Storm Development - $25,000.00 Karatsu.Robert&Vinita $1,000.00 King,Jeff $1,000.0 Lam,Jack&Linda $5,000.00 Howard&Sharon Borenstein $10,000.00 Lewis Family $1,000,000.00 McArdle,Kevin&Anna - $1,200.00 Mark Chnstopher Chanty Classic - $100,000.00 Michael,L.Dennis&Regina $10,000.00 Michael,Lloyd&Madan $5,000.00 Millennium Imaoina Medical Center - $5,000.00 Mountain View Emergency Physicians $10,000.00 Workforce Homebuilders LLC formes -Native Building Co $15,000.00 Nestle Cares Foundation $223.98 Opinion Research Corporation $100.00 Gary Ovid,Supervisor SB Cm -4th District $100,000.00 PFF Bank&Trust $6,000.00 Doug&Francis Palmer $5,000.00 Punter,Ann $500.00 RC Quakes $50,000.00 Rancho Specialty Hospital $10,000.00 RC Kiwanis/Rancho Grande Kiwanis $5,000.00 RC Chamber of Commerce $5,000.00 RC Woman's Club $10,000.00 Realty Executives-Rancho Cucamonga $10,000.00 RE/MAX Legends $5,000.00 Patricia Roe via United Way contribution $260.00 Rotary Club of RC $50,000.00 Sam's Club Foundation $500.00 San Antonio Community Hospital $50.000.00 Base Line Dental-Seguy,Albert,D.D.S. and Joyce) $5.000.00 National Community Renaissance(formerly So.CAL.Housing $25,000.00 Stone&Youngberg $10,000.00 Target $225,000.0 Team Physical Therapy $5,000.00 Total Wine&More $5,000.00 United Way-Inland Valley&Riverside County Campaign(amen, $44.59 MMure4 Vavdnek Trine Day&Co.LLP $5,000.00 Valero Wilmington $404 15 ictona Gardens misc cash loss&found $1,86154 ictona Promenade $10,000.00 Dr.&Mrs.Carolos Vigil $1,87497 The RC VIP Club $400.00 Russ&Kris Warner $5,000.00 Wells Fargo $25,000.00 WLC/Pitassi $25,000.00 Younger and Associates $5,000.00 Subtotal $4,542,220.83 Foundation Support Transfer From Library Foundation $0.00 Transfer From Community Foundation $0.00 SUBTOTAL $0.00 Total - $5,554,268.36 =InGutles$20.000 in cash donation:$80,000 in personal bequest =InGutles$18,500 in cash donation:$32,500 in piano donation plus$100,000 in bequest I CommsarvC mmumty FoudnatiomCuitCirPundCampaign:PMWrabonRostar3 xis Combined 6/9/20102:11 PM I l � 26`h Annual Fine Art Show & Festival Event Proposal Associated Artists of the Inland Empire & the Rancho Cucamonga Community Foundation The Associated Artists of the Inland Empire is one of the largest artist groups in the region with .' over 200 active members. The Associated Artists stated purpose is to promote the creative talent of its members, to provide an exchange of ideas between area artists, and to generate public interest in fine arts. Furthermore, the Rancho Cucamonga Community Foundation is the recognized as the leader.in the presentation of the arts in the region. Therefore, it is imperative that the Rancho Cucamonga Community Foundation and the Associated Artists of the Inland Empire partner to offer a visual arts program to the residents of Rancho Cucamonga. The Associated Artists of the Inland Empire with the support Rancho Cucamonga Community i Foundation hosted the 25 s Annual Fine Art Show at the Victoria Gardens Cultural Center in September 2009. Despite the stifling heat, the event was the most successful to date thanks to the support of the Rancho Cucamonga Community Foundation and the City of Rancho i Cucamonga. It is the desire of the Associated Artists to expand this partnership for the 2010 Fine Art Show and Festival. i i Although the 2009 event was very successful, the Associated Artist is proposing that the event be modified to increase visibility to the general public, increase attendance, involve a community performing and visual arts groups, and promote the partnership with the Rancho Cucamonga Community Foundation, thereby increasing their exposure. Additionally, the Associated Artists would like to invite the Community Foundation to be an official partner and take a more prominent role in conducting and/or the planning of the event. Furthermore, the Associated Artists have re-branded the event as the Fine Arts Show and Festival as a result of the added elements supported by the Community Foundation. Elements added to the 2009 show as a result of the support from the Foundation included the musical entertainment for the awards reception, living statue entertainment, sidewalk chalk demonstrations, and the addition of the student category in the show. A member of the Rancho Cucamonga Community Foundation board also selected the winner of the Inaugural Rancho Cucamonga Community Foundation Award. The Associated Artists would like to build on these successes to make the 2010 the best to date! The event team, including members of Associated Artist and City staff, has begun to plan for the 26d' Annual Fine Art Show & Festival to be held in September 2010. Although the essential elements of the show will remain the same, with the support of the Rancho Cucamonga i Community Foundation the committee would like to focus on the development of the student/novice category by attracting aspiring artists of all ages within the community; enhance the opening night awards reception with an expanded awards ceremony and live community based entertainment; increase the number art demonstrations in the Courtyard and other outdoor spaces by expanding the sidewalk chalk art display and demonstrations and inviting other local artists and community, based art groups; involve community-visual and performing arts groups for entertainment and demonstrations throughout the event; and invite the Community Foundation to be an active and contributing partner in the event including increasing their role and visibility in the promotion and marketing of the event, awards ceremony and the selection of Fine Art Show Proposal 2010 Page 1 of 2 ' i Fine Art Show & Festival Septmeber 2010 Rancho Cucamonga Community Foundation Contributions Contract Services Sidewalk Chalk artists 8 -10 Artists at $200.00/artist $1,600.00 Living Statues 2 Statues (2 - 45 minute performances) $1,750.00 Misc. Services easel rental, stage rental, linens, chairs, security $1,250.00 Awards Reception Catering Services, Entertainment $1,750.00 Musical Perfomances Community Performances $0.00 M&O I ' Awards Reception Catering Supplies, decorations, favors $500.00 Misc. Supplies $500.00 f Community Foundation Award $150.00 j Seniors.and Youth Awards Donated by the Artists Association ($450) $0.00 i . Total $7,500.00 i. I '. ii it i is w. `.I l i' l o ; is i i I I i I Fundraising Challenges You don't have to be I great to start, but you have to start to be great!" - i 1 i I i Biggest Challenge ? The Solution ? Fear of Rejection Getting the Face to Face Meeting = 90% Success j � r / ; i f 5 Important Points Fundraising Reality Checks • It is very important to do i • It is very difficult to get yourself to do it • You share this feeling with everyone else • You will feel great you did it! • If you don't do it, it won't get done I I 2 I I l The Real Costs of Fundraisinq Effort vs. Reward Matrix • Staff Costs • Equipment Costs ..-_—� • Facility Costs • Marketing Costs -" • Lost Revenues _ Yq • Time and Effort • Other? t The Power of Direct Giving Fundraising Danger Signs! Fundraising Special Event 6 Volunteers each spend 2 hours/week for 10 weeks=120 hours invested. • "It can just be a Friendraiser." Event success=$5,000 • "we can probably get that donated." Direct Giving • "These events basically run themselves." 6 Volunteers each identify 10 Donor Prospects and spend 2 hours cultivating and asking each=120 hours invested. • "Getting donors is the easy part!" If successful receiving minimum $500 gift • "At worst we will break even." from 7 Prospects each =$21,000 (plus 60 new supporters) Successful Fundraising Fundraising Plans . • Capital Campaigns • Special Campaigns �.- •� kF- r. • Annual Giving Campaigns i;- • On-Line Giving Campaigns ,h.',�, Planned Giving Campaigns '=3 - • Special Events 3 Fundraising Principals The Ideal Fundraising • Donors are our Partners Donors have rights Solicitation • Relationships are the key Most effective technique is to Ask for it "The right person asks • Donor stewardship= Face to face=5 totOz sustained giving the right person at the direct mail amount Competitors are distrust, right time, in the right uncertainty and confusion It is hard to say no to your face way, for the right amount and for the right reason" Understanding Donors Understanding Donors Exercise Who Do We Have - - the Most ' ,■ ` a Successful Donor _ •.J f7`.' ' Relationships _ ,. With...and Why? -: y: Funding Sources Thoughts About Donors • Individuals • People give to people Fundraising is ultimately 9' e; (not paper) an exchange • Foundations twmom•. " commmitys Famuyl _ —;,:�v. People give to people Donors want to associate • Corporations they know,like antl trust with winners �' , s;�, i' ��a..,. x'y;: ✓ ,y' `.a People give most where Donors hate to be`sold • Local Businesses f they are most involved o' ..—..- •cm,.._, Donors must to Bottom line for donors is • Non-Profits —� ..—� �-� shareholders to the cause W IFM • Government Each donor is different 4 Why Donors Give... Why Donors Give (continued)... • To better their communities through • To engage in issues that matter deeply to them enhancement of resources • To see,encourage or complete change • To guarantee the continuation of ideas and institutions they value • To leapfrog processes and get faster results • To attain lifelong (and beyond)recognition • To give back to the community where their To affiliate with others having like values and assets grow interests • To ensure that others have what they have • To be perceived as someone making a come to value,and did not have earlier in life difference Why Companies Invest... Types of Donors • Public Relations/Marketing � y! Increase Market Share 3� • Expand Customer Base 4 • Expand Resource Pool • Make Helpful Connections Achieve Influence Build Partnerships Improve Quality of Life i The Supportive Donor The Altruistic Donor • Q� They give because ..;;' }: • They give because they are attached to "ti. _ . they believe it is %I I the cause. They L their moral want to support responsibility to do change so = i , 5 The Donor Who Needs to be The Donor Who Needs to Recognized Belong • They give because == • They give because , they want to be they want to be part acknowledged with of something lip awards, plaques, special, to be part dinners, etc. �u of a winning team ,- O i The Appreciative Donor The Political Donor I, • They give because _ • They give because they are grateful for t they would like what they have, c- `'4 something in return. and want to give % _: "You help me and I mt back + • . will help you" h, 1A I I i I I The Peace of Mind Donor The Sense of Security Donor j • They give because • They give because �: tiW_r - F• it is easier than it makes them feel tr saying "no" safe and secure (j[•y R'� P ��.4.v 6 The Mortality Donor The Spiritual Donor • They give because • They give because :-r as they get older, �- ^, they feel the duty to T� •�=r �� they want to leave .l f "give back"based S („ a legacy 1' %I'`ly on their faith ����—A Types of Donors Donor Motivation Exercise • The Supportive Donor The Political Donor - What Type of • The Altruistic Donor The Peace of Mind Donor Donor Are You? < • The Donor Who Needs to The Sense of Security be Recognized Donor =- • The Donor Who Needs to The Mortality Donor What Motivates Belong You to Donate? • The Spmtual Donor The Appreciative Donor Methods of Fundraising Get Set • Face to Face Asks • Grants • Planned Giving l., • On-Line Giving "Preparing for the • Presentation Receptions Ask" • Special Events a • Phone Campaign • Direct Mail 7 Preparing Yourself Preparation Overview =� s Make sure you are 100%committed � ' t; --.► ' • Make your own gift :t, • Know the project ' • Understand fundraising basics �= • Understand your prospects • Determine the right Ask amount • Practice responses to put-offs • Rehearse out loud Steps to Fundraising Success Donor Identification • Identify 3 , "Who Do We Know That , • Prospect Can Help Us?" "j�_•_4 A -�� "Who is Passionate About _ - Assign j What We Do?" • Cultivate "Who Can We Help With a • Ask _ Partnership Il '. - • Steward Donor Identification Exercise Donor Prospecting Identify 3-5 PfOSpeCYIVe* • Research everything • Determine the best � New Major Donors e - possible about contact person Within Each Categoryprospects Develop an individual `< See the world from solicitation plan "Who Do We Know That Can Help Us?" __ their view ;_ Develop an individual 'Who is Passionate About What We Understand how they giving goal Do?' see themselves • Foster(cultivate)the "who Can we Help With a Sense their attitude relationship Partnership?' and plan accordingly I 8 Donor Prospecting Exercise Donor Assignments r_ • Who Knows Who? List Specific o . on-Goin Was We g Ways � ' ; Relationships Can Learn About Our • Donor "Ownership" Prospects • Prospect Master List • Cross Cultivating Preparing Your Prospect Donor Cultivation Goals Befriend them • Make social calls • Solicit their opinions Send a personal message _ t 1yFr Send cards on special occasions • Ask them to volunteer • Invite them to activities Donor Cultivation Donor Cultivation Exercise List Specific Be a Farmer Ways We CanT Cultivate and not a Hunter Grow Our Prospects 9 Prospecting and Cultivating Prospecting and Cultivating Dr. Ann and Don Nicepeople Mary and Larry Retired • Involved in community for 5 years • Community members for 45 years • Active volunteers who like working �r. � ,;:�—• 5 kids went through the programs behind the scenes �_ i _v`=`-• years ago 1i- • Used to be active,not much �,,� '� } r • Faithfully attend social functions i •s• anymore ,:'.le•. .7.= '' • No kids �' Retired with a significant retirement �1'ti ti- •,,..ly_r }, • Have donated a few hundred Beautiful country club home aa,�;rt :- • dollars to the cause in the past -�.,r ,...� Million$benefactor to hospital ` • Not very well known �• Have not donated to this cause before Prospecting and Cultivating Individual Prospect Planning Fred W. Confidence Exercise 20 year community member Q 01111 _. Very generous contributions to Develop an many visible charities. Not much 1 Individual hands-on work ,. . Prospecting and • Known for having his name onE sponsor signs at low[events Cultivation Plan "�;�'' • Local civic building named after for One of Your him ;,? <� Real Life • Lots of articles in the newspaper on '�.>'. Prospects his chanty donations Most Important Challenge... Making the Appointment Go "Soliciting the Gift" a,ry y 10 Making the Appointment Making the Ask • The person knowing them If a couple,be sure both . best should call for the are available to attend - appointment 't_' '���•. • Ask fora specific amount • Make sure they receive at of time(example—1 hour) i least one info piece before you call Confirm the agreed upon date,time and place "a Confirm that they received -_ the info piece If possible,follow up ins4 • Call to make the writing with confirmation ,,.-•'' appointment ONLY • Practice,practice,practice • Offer 2-3 meeting time options Elements of a Good Case "Our Project" Exercise • The "Problem" : . • A Problem • Urgency �;�'- - • The Solution • A Solution • Proper Context • Amount ' • An Amount • Evokes • Urgency ' Emotional • Context Response • Emotion 9 Simple Steps to the Ask Tips for a Successful Ask • Build rapport • Stop talking and listen! • State the goals " Deal with questions • Be prepared • Uncover prospect's • Know the Case Statement •- needs and interests- • Close and give thanks ,. �- ask questions • Know your prospects J�/� Obtain a donor form • Stay positive and confident � / • Present the Case (don't leave one • Ask... (for a soecific behind) • Ask in teams when appropriate amount) • Use"we"instead of"them" • Us words like"invest" and "join us" 11 Tips for a Successful Ask "Making the Case" Exercise (Continued) • Listen carefully o • Use positive body language / Tell the Case 1=, • Prepare questions to draw out prospects Story for our • Use sponsorship options or gift chart Project • Understand donor recognition options • Respond with kindness, no matter what "Making the Ask" Exercise 5 Possible Responses Make the Ask for our Project `° They Ask for More Time They Give You the Gift to Consider You Ask For r„ • Don't push too hard • Express strong appreciation • Remain positive and supportive • Complete the donor cardf • Set a definite return time • UP • Try to obtain at least 10%down payment • Don't leave a donor card '� 0. • Follow up and cultivate • Follow up and cultivate 12 They Offer Slightly Less They Offer Significantly Than You Ask For Less Than You Ask For • Be confident yet reasonable Remain supportive and posibve • Restate most important aspects of the Case • Express strong appreciation Offer more time to think about it • Complete the donor card Offer to provide more information • Set a return visit date L N _ • Try to obtain at least 10% down payment y, • Don't leave a donor card .e e - • Follow up and cultivate Follow up and cultivate They Refuse Dealing With Put-Offs Exercise a • Thank them for considering ®�+ Practice Your • Offer to provide more information Positive • Ask if you can call to keep them informed Responses • Keep the door open to Put-Offs • Follow up and cultivate, if possible Following Up After the Ask Donor Stewardship Effective and Responsible Care of our Donors # � — 13 Donor Stewardship Exercise Tips for Effective Stewardship Call and/or send thank you right away .. l List Specific Keep Donor informed � �• �✓'�`t, Ways We Can ;' Invite Donor to activities Be Effective N, -' Ask Donor to volunteer Stewards With • Ask Donor for advice Our Donors • Track all Prospect and Donor contacts Remember! Common Fundraising Mistakes Ongoing Donor Stewardship Creates a Strong Foundation for the Future �1' 1 J LTi Common Fundraising Mistakes Tools of the Trade • Failure to prepare • Talking after you . Case Statement make the Ask • Brochures/Flyers '-- • Asking too early • Apologizing for • Annual Reports • Askin for too little asking • Sponsorship/Gift Chart 9 • Displays/Photos • Lack of closure and Prospect List • Not asking for a follow up • Sample Letters specific amount • Leaving a donor • Stationary card behind • Note Cards • Not asking face-to- • Web Site face 14 COMMUNITY FOUNDATION RANCHO C,UCAMONGA Date Sample Initial Contact Letter Name Address Dear On November 15, 2010, the Rancho Cucamonga Community Foundation will be hosting their annual $1,000,000 Golf Tournament at Red Hill Country Club. As a Board Member of the Rancho Cucamonga Community Foundation I am contacting you to ask you to consider participating in this incredibly exciting and truly important event. What makes this tournament stand out from all the other golf tournaments? Well, fust of all the Community Foundation's tournament is different, exciting and unique in that each golfer has the opportunity to win $1,000,000 in gifts, cash and prizes. Secondly, the Community Foundation's $1,000,000 Golf Tournament will support the Foundation's Programming Fund for the Lewis Family Playhouse at the Vittoria Gardens Cultural Center,the cultural destination for the Inland Empire! As a community leader you are in a key position to help ensure that the Community Foundation provides local children with the finest programs at the Cultural Center including Theatre for Young Audience Productions, Artists in the Classroom Experiences, Courtyard Music Concerts, Community Theatre Series and Headline Entertainers. The enclosed sponsorship information outlines the various sponsorships available along with opportunities for recognition of your generous sponsorship. I ask that you seriously consider becoming a sponsor of the Rancho Cucamonga Community Foundation's $1,000,000 Golf Tournament.Your participation will ensure that we are able to enhance cultural and performance experiences, for young and old alike in the intimate and comfortable surroundings of the Lewis Family Playhouse for generations to come! And who knows,perhaps you will walk away$1,000,000 richer! Over the next week I will be calling you to see if you have any questions and to determine if the Foundation can count on you for your support of the Community Foundation's $1,000,000 Golf Tournament. In the meantime, should you need additional information please feel free to give either Paula Pachon a call at (909) 477-2760, ext. 2105 or Stephen Wagner the Foundation's Golf Coordinator at (909) 767-1111. Sincerely, Enclosure:Tournament Brochure 10500 Civic Center .Dr..P.O.Box 807•Rancho Cucamonga,CA 91,729 e Tel 909 477-2700•Fax 909 477-2761•w .Kparkcom i COMMUNITY FOUNDATION RANCHO CUCAMONGA i f Date Sample Follow-up Letter j 1 Name Address Dear. i As a follow-up to our conversation I am forwarding you information on the Rancho Cucamonga Community Foundation's annual $1,000,000 Golf Tournament that will take place on Monday,November 15,2010 at Red Hill Country Club in Rancho Cucamonga The Community Foundation's tournament stands out from all the other golf tournaments by being exciting and unique in that each golfer has the opportunity to win$1,000,000 in gifts,cash and prizes. Secondly,the$1,000,000 Golf Tournament is the Community Foundation's major annual activity that raises funds to support Artist in Residency programs, World Music Concerts and Community Theatre performances at the Lewis Family Playhouse, the cultural destination in the Inland Empire. It will also allow us to provide free tickets to disadvantaged school children to attend Theatre for Young Audience productions at the Playhouse. As a community leader you are in a key position to help ensure that the Community Foundation provides local I' children with the finest programs at the Cultural Center including Theatre for Young Audience Productions, Artists in the Classroom Experiences, Courtyard Music Concerts, Community Theatre Series and Headline Entertainers. The enclosed sponsorship information outlines the various sponsorships available along with opportunities for recognition of your generous sponsorship. I thank you for your consideration of becoming a sponsor of the Rancho Cucamonga Community Foundation's $1,000,000 Golf Tournament. I know that you will find the Foundation's Tournament to be top notch where j your expectations are exceeded! In addition, you will have the satisfaction of knowing that your participation has ensured that the Foundation is able to enhance cultural and performance experiences for young and old alike in the intimate and comfortable surroundings of the Lewis Family Playhouse for generations to come! And who knows,perhaps you will walls away$1,000,000 richer! Additional information concerning the Community Foundation's $1,000,000 Golf Tournament may be obtained by contacting either Paula Pachon at (909) 477-2760, ext. 2105 or Stephen Wagner the Foundation's Golf Coordinator at (909) 767-1111. Sincerely, I I Enclosures: Tournament Brochure 10500 Civic Center Dr.•P.O.Box 807•Rancho Cucamonga,CA 91729•Tel 909 477-2700 Fax 909 477-2761 •www.RCparkcom 1 z I COMMUNITY FOUNDATION RANCHO CUCAMONGA Date Sample Sponsorship Confirmation Letter Name Address Dear This letter is to confirm your (verbal) sponsorship commitment of for the Rancho Cucamonga Community Foundation's annual $1,000,000 Golf Tournament that will take place on Monday, November 15, 2010 at Red Hill Country Club in Rancho Cucamonga. In order to ensure that your recognition benefits for your sponsorship are correct, please complete the enclosed Sponsorship Registration Foran and return it to Paula Pachon, Rancho Cucamonga Community Foundation, P. O. Box 807, Rancho Cucamonga,CA 91729. On behalf of the Rancho Cucamonga Community Foundation, I thank your sponsorship commitment. I know that you will find the Foundation's Tournament to be top notch where your expectations are far exceeded! Your support and participation ensures that the Foundation is able to enhance cultural and performance experiences,at the Lewis Family Playhouse for generations to come! And who knows, perhaps you will walk away$1,000,000 richer! Prior to the Tournament, should you desire additional information concerning the Community Foundation's $1,000,000 Golf Tournament please contact either Paula Pachon at (909) 477-2760,ext.2105 or Stephen Wagner, the Foundation's Golf Coordinator at (909) 767-1111. Sincerely, Enclosure: Tournament Brochure 10500 Qvs Center Dr.•P.O.Box 807•Rancho Cucamonga,CA 91729•Tel 909 477-2700•Fax 909 477-2761•www. q-4,com How You Are Helping The mission of the Rancho Cucamonga Community Foundation is to generously support arts programming at the Victoria Gardens Cultural Center and throughout and beyond the Rancho Cucamonga community by annually raising substantial funding and effectively managing our resources. The Foundation has approved a strategy of generous giving back to our community. Our funding priorities are: • Support of a wide variety of performing arts activities at the Lewis Family Playhouse • Support for performing arts activities involving local schools • Support for visual arts events at Victoria Gardens Cultural Center and other community facilities • Distribution ofArts Scholarships to deserving groups and individuals The $1 Million Golf Tournament is the Foundation's major annual activity to raise funds. Funding raised from this tournament will support Artist in Residency programs, World Music Concerts and Community Theatre performances. It will also allow us to provide free tickets to disadvantaged school children to attend Theatre for Young Audience productions. We sincerely thank you for your support! Click HERE to return to Golf Tournament Home Page T WE � �SA�.rY .Z_ S �coray�r The $1 Million Tournament ,t b. This incredible tournament not only allows you to enjoy one of the most exclusive golf courses in the area, it provides the opportunity to win over $1 million in awards, prizes and gifts. Your Golf Package Includes... • Rounds of golf • Ticket for amazing Tournament raffle (as determined by your sponsorship level) • Barbeque lunch on the course • Use of practice facilities • Snacks and beverages throughout the course • Golf cart • Elegant steak dinner • Breakfast buffet • Golf awards • Deluxe gift pack for each participant • Sponsorship recognition Plus Your Chance to Win... • $1 million special hole-in-one opportunity on Hole#1 (randomly selected participants) • Thousands of dollars in raffle prizes and live auction gifts • $50,000 in our putting contest • $30,000, $25,000, $20,000 or$10,000 in hole-in-one contests Over $1,110,000 in potential prizes! Deluxe Golf Sponsor Packages Presenting Sponsor - $20,000 $1 Million Rancho Cucamonga Community Foundation Golf Tournament, Presented by "Your Name Here" Sponsor Benefits • 24 Golf Spots (6 Foursomes) • Sponsor Sign on Hole#1 • 24 Awards Banquet Invitations • Recognition Plaque • Back Cover Ad on Official Program • Personalized Tile on Playhouse • Banner at Main Entrance and Lobby Donor Wall Awards Banquet • Engraved Donor Brick in Playhouse • Priority Tee Starting Positions Courtyard • Company Logo on Select • Listing in Playhouse Season Tournament Items Brochure and Playbills Awards Banquet Sponsor - $10,000 "Your Name Here"Awards Banquet Sponsor Benefits • 12 Golf Spots (3 Foursomes) • Personalized Tile on Playhouse • 12 Awards Banquet Invitations Lobby Donor Wall • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Banner at Awards Banquet Courtyard • Sponsor Sign on Hole#18 • Listing in Playhouse Season • Recognition Plaque Brochure and Playbills $15,000 Raffle Sponsor - $10,000 "Your Name Here"$15,000 Raffle Sponsor Benefits • 12 Golf Spots (3 Foursomes) • Personalized Tile on Playhouse • 12 Awards Banquet Invitations Lobby Donor Wall • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Banner at Awards Banquet Courtyard • Sponsor Sign on Hole#10 • Listing in Playhouse Season • Recognition Plaque Brochure and Playbills $1 Million Hole-in-One Sponsor- $7,500 "Your Name Here"$1 Million Hole-in-One Contest Sponsor Benefits • 6 Golf Spots • Personalized Tile on Playhouse • 6 Awards Banquet Invitations Lobby Donor Wall • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Banner Near Tee#1 Courtyard • Recognition Plaque • Listing in Playhouse Season Brochure and Playbills Live Auction Sponsor - $5,000 "Your Name Here"Live Auction Sponsor Benefits • 4 Golf Spots • Personalized Tile on Playhouse • 4 Awards Banquet Invitations Lobby Donor Wall • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Banner at Live Auction Courtyard • Sponsor Sign at Hole#9 • Listing in Playhouse Season • Recognition Plaque Brochure and Playbills $50,000 Puttine Contest Sponsor - $5,000 "Your Name Here"$50,000 Putting Contest Sponsor Benefits • 4 Golf Spots • Personalized Tile on Playhouse • 4 Awards Banquet Invitations Lobby Donor Wall • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Banner at Putting Contest Courtyard • Recognition Plaque • Listing in Playhouse Season Brochure and Playbills $30,000 Hole-in-One Sponsor - $3,500 "Your Name Here" $30,000 Hole-in-One Contest Sponsor Benefits • 4 Golf Spots • Closest to the Pin Sponsor • 4 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Hole Sponsor Sign Courtyard $2.5,000 Hole-in-One Sponsor - $3,350 "Your Name Here"$25,000 Hole-in-One Contest Sponsor Benefits • 4 Golf Spots • Closest to the Pin Sponsor • 4 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Hole Sponsor Sign Courtyard $20,000 Hole-in-One Sponsor - $3,200 "Your Name Here"$20,000 Hole-in-One Contest Sponsor Benefits • 4 Golf Spots • Closest to the Pin Sponsor • 4 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Hole Sponsor Sign Courtyard $10,000 Hole-in-One Sponsor - $3,000 "Your Name Here"$10,000 Hole-in-One Contest Sponsor Benefits • 4 Golf Spots • Closest to the Pin Sponsor • 4 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Hole Sponsor Sign Courtyard Hole Sponsor - $2,500 "Your Name Here"Hole Sponsor Sponsor Benefits • 4 Golf Spots • Hole Sponsor Sign • 4 Awards Banquet Invitations • Recognition Plaque • Half Page Ad in Official Program Engraved Donor Brick in Playhouse Courtyard „ Event Sponsor Packages Non-Golfing Packages Gift Pack Sponsor - $4,000 Gift Packs - Presented by "Your Name Here" Sponsor Benefits • 4 Breakfast Invitations • Sponsor Signage at Breakfast Area • 4 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse Courtyard Hosted Bar Sponsor- $2,500 Hosted Bar— Courtesy of"Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Sponsor Signage at Bar Area Courtyard Silent Auction Sponsor - $2,000 Silent Auction —Presented by "Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Sponsor Signage at Auction Area Courtyard Buffet Breakfast Sponsor - $2,000 Buffet Breakfast—Presented by "Your Name Here" Sponsor Benefits • 2 Breakfast Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse 0 Sponsor Signage in Breakfast Area Courtyard Tournament Volunteers Sponsor - $2,000 Tournament Volunteers—Supported by "Your Name Here" Sponsor Benefits • 2 Breakfast Invitations • Logo/Name on Volunteer Badges • Full Page Ad in Official Program • Recognition Plaque • Sponsor Signage at I"Tee • Engraved Donor Brick in Playhouse Courtyard Official Program Sponsor - $2,000 Official Programs—Provided by "Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Full Page Ad in Official Program • Engraved Donor Brick in Playhouse • Program Front Cover with your Courtyard Logo Snack and Beverage Sponsor - $1,250 Snacks and Beverages — Courtesy of"Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Half Page Ad in Official Program • Engraved Donor Brick in Playhouse • Signage at On-Course Snack & Courtyard Beverage Station Golf Carts Sponsor- $1,250 Tournament Golf Carts— Courtesy of"Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Half Page Ad in Official Program • Engraved Donor Brick in Playhouse • Signage in Golf Carts Courtyard Recognition Plaques Sponsor - $1,250 Tournament Recognition Plaques —Provided by "Your Name Here" Sponsor Benefits • 2 Awards Banquet Invitations • Recognition Plaque • Half Page Ad in Official Program • Engraved Donor Brick in Playhouse • Signage at Plaque Presentation Courtyard Area Contributions For all of our Non-Golfing Friends and Arts Supporters $1,000 Contributor • 2 Exclusive Country Club Lunch • Engraved Donor Brick in Playhouse Invitations (On Tournament Day) Courtyard $750 Contributor • 2 Breakfast Invitations • Engraved Donor Brick in Playhouse Courtyard $500 Contributor • Engraved Donor Brick in Playhouse Courtyard Contact Information For additional information regarding the Tournament, please call Paula Pachon at (909) 477-2760 ext. 2105 or e-mail paula.pachon@cityofrc.us Red Hill Country Club Located beneath the beautiful foothills of the San Gabriel Mountains in Rancho Cucamonga, Red Hill Country Club delights its members and eo guests with glorious views and incredible sunsets. A private member-owned club, Red _ Hill was established in 1921 and originally designed by legendary golf course architect George C. Thomas, who is also known for his design of the Riviera, Los Angeles and Bel Air Country Clubs. Red Hill is a mature, challenging and exquisitely maintained "classic" course. Whether for business or pleasure, Red Hill's playing, practice and dining facilities will exceed your expectations. The course measures 6,613 yards with a par 72. The tree lined fairways , 43 bunkers and three lakes offer strategic challenges to players of every skill level. Red Hill Country Club also has a superb staff and exemplary customer service which will spoil tournament participants and guests all day along, but especially during our Tournament Awards Banquet. Dinner Menu Freshly Tossed Salad with Choice of Dressings Delicious New York Steak with Seasonal Vegetables Fresh Baked Dinner Rolls Rich Chocolate Glaze Cake Coffee, Tea and Iced Tea And of course,you may enjoy our no-host bars immediately after your round ofgolf! RI 2' MON 1XV. AV �LF'�� Schedule of Events November 15, 2010 8:00 am Clubhouse Breakfast Check In and Registration Driving Range Raffle and Mulligan Packages 9:15 am Opening Ceremony $1 Million Participation Drawing 9:30 am Shotgun Start— Team Scramble Format Fun and Rewarding Golf Contests Snacks and Beverages 11:00 am Barbeque Lunch on Course 2:00 pm (After Go JO Cocktails (No Host Bars) Silent Auction Bidding 3:00 pm Clubhouse Dinner Silent Auction Bidding Golf Awards Live Auction Raffle Drawing M'Lc : T FI'E r ;,• c e� i ` RANCHO CUCAMONGA COMMUNITY FOUNDATION GOLF TOURNAMENT —NOVEMBER 15, 2010 Registration Form � Q Contact Name: Company: Address: City/State/Zip: Phone: Work( ) Cell ( ) Fax: ( ) Email: ...................................................................................................................... Deluxe Golf Package Sponsors Presenting $20,000 $30,000 Hole-in-One $ 3,500 Awards Banquet $10,000 $25,000 Hole-in-One $ 3,350 $15,000 Raffle $10,000 $20,000 Hole-in-One $ 3,200 $1M Hole-in-One $ 7,500 _ S10,000 Hole-in-One $ 3,000 Live Auction $ 5,000 Hole Sponsor $ 2,500 $50,000 Putt Contest $ 5,000 Event Sponsor Packages (Non-Go/rne) Gift Pack $ 4,000 _ Official Program $ 2,000 Hosted Bar $ 2,500 Snack and Beverage $ 1,250 Silent Auction $ 2,000 Golf Carts $ 1,250 Breakfast Buffet $ 2,000 Recognition Plaques $ 1,250 Volunteers $ 2,000 We will contact you to obtain the names and email addresses of your golfers and information regarding your recognition materials. .................................................................................................................... Contributions We are unable to attend, but will contribute: $1,000 $750 $500 Other $ We would also like to contribute the following Raffle/Auction item(s): .................................................................................................................... Pavment Check enclosed, payable to Rancho Cucamonga Community Foundation Please charge my: _Visa Mastercard _Amex Name on Card Card Number Exp Signature Please send an invoice and I will pay before November 10, 2010 Please return form and payment to: Paula Pachon, P.O. 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Sz`n8. e_Is�#8 k'=_1E vi i`ni u €#NN € ag? y�ni3333 as g�9§c± REPORTTO: RANCHO CUCAMONGA COMMUNITY FOUNDATION FROM: Murry Hepner ARTIST IN RESIDENCE PROGRAM 2009/2010 The Artist in Residency Program offered three distinct opportunities for Rancho Cucamonga residents and school children to participate in performing arts disciplines with professional artists. The three outreach components this season were led by: 1. Second City Comics 2. Southland Opera 3. Swordfights, Inc The following is a brief summary of the three performing arts disciplines and the outreach efforts provided by the Artist-in-Residence grant from the Rancho Cucamonga Community Foundation. 1. Second City Comics: October 17, 2009 Members of Second City performed at the Lewis Family Playhouse as part of its 50`h anniversary tour. Second City, the world's premier comedy theatre and school of improvisation, specializes in sketch comedy and is best known as the incubator for North America's best and brightest comedy superstars! In conjunction with Second City's performance at the Lewis Family Playhouse,the public was offered the opportunity to take a 90 minute class taught by members of the Chicago-based troupe. The class was open to both experienced practitioners of improv and sketch comedy as well as to the general public who were interested in learning more about the art form. The Second City's Lecture/Demonstration workshop introduced the essential elements of Second City style scenic improvisation through a combination of lecture and audience participation. 25 participants were given the opportunity to try out the techniques on the Lewis Family Playhouse stage in front of fellow classmates. Y 2. Southland Opera - (January 2010) Students prepared for their visit to the Lewis Family Playhouse to see the MainStreet Theatre Company Production of Cinderella. Southland Opera worked with 175 students at Coyote Canyon Elementary, a total of seven classes, grades K-2. Each class received two sequential music workshops in which the classes each created their own musical piece and learned how to sing their piece with proper vocal technique. During the workshops the teaching artist,Ann Noriel, was also able to prepare the students for the MainStreet Theatre Company production of Cinderella. The following are some of the direct connections that were made to Cinderella: • The students were introduced to music from the production • The students were given an overview of what they would see when they attended the production.They concentrated on the various characters and how the characters and storyline differs and is similar to the traditional story of Cinderella. • Different theater jobs were discussed:technical director, actors, composer, singers and conductor. • Audience behavior was discussed as was the difference between watching a film or TV show versus watching a live production. • The younger students acted out the story of Cinderella, having the students play the different characters and others narrate the story. • They discussed the components of what makes a good story: beginning, middle, end, conflict, details, character archetypes of heroes, sidekicks and villains etc.The teaching artist directly tied these concepts into the production as well as the literacy standards. �i The teachers and students gave positive feedback regarding the workshops. The most common comment was deep gratitude for the gift of the workshops. All of the teachers commented on the severe cut backs in music education and how these workshops were so important for the children. One teacher said that she never would have bothered to take the time to do music in her classroom, but after seeing how the students responded in the two sessions, she decided that she will now incorporate music into her classroom. Also, some of the teachers already did music with their kids, maybe about a third of the teachers. In every case, their students were much more astute and caught on to concepts much more quickly than the other classes that did not have music at all. 3. Swordfiehts, Inc. (April, 2010) Students prepared for their field trip to see the MainStreet Theatre Company production of Treasure Island. Fight Choreographer Brian Danner and actor ".' Gavin Perry worked with 6 classes of 3`d and 41n graders at Central Elementary School to prepare them for their visit to the Lewis Family Playhouse. Dressed as pirates, Danner and Perry engaged the children from the beginning, while teaching them new vocabulary words and getting them involved in the world of Treasure Island. They also got the children on their feet to learn some "stage combat" commands and footwork. The following are some direct connections made to Treasure Island: • Students learned about the characters in the book and the play • Students learned to distinguish various parts of a ship (Port, Stern, Starboard, r Bow, Mast, etc.) • Students leaned how to read a compass Students learned how to use their arms and legs to "retreat' and "advance" when participating in sword play, using their fingers to simulate swords. At the end of each session, the two professional artists demonstrated a sword fight for the students. Students and teachers alike raved about the workshops. Two teachers said that they used the workshops to connect to social studies lessons they were already preparing. All the teachers commented on how wonderful it was for their students to have an interactive experience, and that it made them excited to go and see the performance. Teachers filled out evaluation forms for both of the in-school workshops, which are on file at the Playhouse.