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Home My WebLink AboutAgenda - 03-19-2013 - 4cORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: March 19, 2013 Action Agenda Item No. 4 -c SUBJECT: Kick -off of Community Giving Fund for Orange County DEPARTMENT: County Manager PUBLIC HEARING: (Y /N) No ATTACHMENT(S): 1) 2013 Management Team Roster 2) Frequently Asked Questions 3) Giving Opportunities Listing INFORMATION CONTACT: Frank W. Clifton, Jr., County Manager, (919) 245 -2306 Clarence Grier, Assistant County Manager /Chief Financial Officer (919) 245 -2453 Carla Banks, Public Affairs Director, (919) 245 -2302 Bob Marotto, Animal Services Director, (919) 968 -2287 PURPOSE: To preview and kickoff Orange County's Community Giving Fund and Orange County's new partnership with Triangle Community Foundation (TCF). BACKGROUND: At its November 20, 2012 meeting, the BOCC approved the formation of a Community Giving Fund for Orange County to raise and receive donations intended to enhance services and County - supported activities, and authorized the Chair to sign an agreement between Orange County and TCF to establish, manage and administer this Fund. Since that approval, staff has been working diligently towards implementation of the Community Giving Fund, which begins at this meeting with a presentation of the materials that will be used to promote the fund. Additional steps toward implementation include: • This evening's roll -out of the public affairs materials including banners and portfolio packages. • Going live immediately with the fund's website and beginning the process of cross - linking it to the County's website • A media advisory about the availability of Orange County's Community Giving Fund. • The County Attorney sending electronic documents about the fund to estate attorneys and planners in the area. These steps are being taken on the basis of work staff accomplished since BOCC approval of the creation of the Community Giving Fund for Orange County. This work includes: • Entering into an agreement with the TCF to open an agency fund. • Creating the Fund Management Team (see attached) described in the Concept Plan for the fund. • Developing public affairs materials and reviewing these internally and with TCF staff. • Meeting with TCF staff to work through other matters including financial flow and gift acknowledgement. • Apprising department directors and other County staff of the creation of the County's new Giving Fund. An important part of this process has been the identification of giving opportunities, an ongoing process that has taken place over the last year or so. As can be seen from the attached list, eight departments have identified a variety of giving opportunities. These opportunities are expected to be fluid and potentially expansive as the fund is utilized and grows. This fund formalizes the present practice of Orange residents giving to the public services that they favor and creates an opportunity to further grow this important donor base. In addition, it allows Orange County to reach out to estate planners as well. County staff is delighted to be partnering with TCF and believe that doing so provides unique opportunities for Orange County. Several TCF staff members, including the foundation's president, Lori O'Keefe, will be at the meeting. Ms. O'Keefe will make some comments about this partnership prior to the preview of public affairs materials. FINANCIAL IMPACT: The presentation of these materials has no direct financial impact. The net impact over time of creating a Community Giving Fund for Orange County is expected to be very positive. The formation of an identifiable and coordinated fund should garner more substantial donations than individual departments presently receive on their own. RECOMMENDATION(S): The Manager recommends that the BOCC acknowledge and celebrate the implementation and kick -off of the County's new Community Giving Fund given prior approval of its creation. Attachment 1 Orange County Community Giving Fund 2013 Management Team Roster Carla Banks, Director of Public Affairs cbanks @orangecountync.gov (919) 245 -2302 Frank W. Clifton, Jr., County Manager (919) 245 -2306 fclifton @orangecountync.gov Tara L. Fikes, Housing, Human Rights and Community Development Director (919) 245 -2492 tfikes @orangecountync.gov Clarence G. Grier, CPA, CITP, CGMA, Assistant County Manager — CFO (919) 245 -2453 cgrier @orangecountync.gov Bob Marotto, Animal Services Director, Management Team Chair (919) 968.2287 bmarotto @orangecountync.gov Janice Tyler, Aging Director (919) 245 -4255 ityler @orangecountync.gov C Attachment 2 ORANGE COUNTY Frequently Asked Questions M What is the Grange County Community Giving Fund? It is an encompassing fund for Orange County government, so donations can be given to support any department or County- sponsored activity. All gifts are tax deductible and used for the purpose for which they are given and acknowledged as such. Additionally, this fund is a framework for receiving a variety of donations, which are managed by the Triangle Community Foundation (TCF). Will Donations Made to the Fund Replace Money in the County's Annual Budget? No. Orange County welcomes the public and its residents to make charitable donations and gifts to support favored efforts and County- sponsored activities.These gifts would help Orange County to carry out many of its vital services as a supplement to the County's General Fund and annual budget. What County- Sponsored Projects can I Support with my Donations? Programs range from the Frail Elderly Fund, Spay /Neuter Program for Pets, Newborn /Parental Training and Safety Support, Tobacco Use Prevention /Smoking Cessation, Project Connect — Homelessness Initiative, Park and Recreation Equipment and Amenities. Donations may also be made to other County projects, programs and services. How Does the Fund Receive Donations? The Orange County Community Giving Fund accepts donations online either at www.ocncgiving.org or the Triangle Community Foundation's Web site at www.trianglecf.org /ways — to_give /donate_now/ Checks or other donations can be mailed to the address below and should be made payable to the Triangle Community Foundation. What Types of Donations can be Made to the Fund? To make giving as convenient and simple as possible the following gifts are all accepted: Cash (by check, credit card or wire transfer) Real estate and certain items of tangible property - Gifts from a private foundation or donor - advised fund - Public securities, mutual funds, closely held stock, partnership interests, etc. Are the Donations Made to the Fund Tax Deductable? Yes. When you make a gift managed by the Triangle Community Foundation (TCF), you receive the full tax advantages available bylaw for gifts to public charities. Donors are able to avoid capital gains tax for gifts of appreciated assets, and donors' estate tax liability may be reduced. The Triangle Community Foundation will provide a receipt to substantiate your charitable income tax deduction in the year the gift is made in accordance with IRS rules. Web site at Attachment 3 5 r "C- GIVING OPPORTUNITIES Orange County has identified a variety of projects that can be sum. . ..: : , as . ent of ffi. l Or e.p Ub ar e Fl Elderly Fund St.........r ::_.ding Program for • Genera' .senior Center Programs Seymour Fitness Center Department t oI Social • Annual RSVP 55+Volunteer Recognition Event • Toy Chest Holiday Prograr Volunteer Income Tax Assistance (VITA) Program . Fr^4.-r Q, Adoph'[5 mem;:,, '...... .... :'':: Seymour Center and Central Orange Senior Center Garden , S: ..uppliie . d Ft.:_.. . ..: . . Annual Community Resource Guide °- -e of Age m V,Ieery TV Shop°: 4rZ'pti;if 'ti.,i .?S ..:Ft6 :> ,! .,k, ,... .r rr ;._`.. ? ,:-,-- ....,`: y 7 .... i. cJ 3\.a r . ?f •; r-.., . ..a:?r .6'+. ! '. C°-;:o.x cIS { 'Y Dir, r6°.V,.. t24'C ...r Si... id< 'General Designations