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HomeMy WebLinkAboutAgenda - 11-05-2015 - 8-a - Community Giving Fund Update 1 ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: November 5, 2015 Action Agenda Item No. 8-a SUBJECT: Community Giving Fund Update DEPARTMENT: Manager's Office PUBLIC HEARING: (Y/N) No ATTACHMENT(S): INFORMATION CONTACT: Community Giving Fund Powerpoint Bob Marotto, Animal Services Director, Community Giving Fund Financial 919.968.2287 Dashboard March 19, 2013 Agenda Abstract— Kick- off of Community Giving Fund for Orange County PURPOSE: To receive an update on the Orange County Community Giving fund, its evolution to date, and its anticipated future developments. BACKGROUND: In 2013 the Orange County Community Giving Fund was created as a mechanism for residents and others to make donations to the County for specific public purposes. The fund is County-wide and all departments have an equal opportunity to participate in this purpose. The creation of the fund was partially in response to feedback that there may be hesitations on the part of the public to donate to the County's general fund. Of special concern was that people did not believe that they are able to decide where and how donated money is used. Additionally, the ability to roll funds over from one year to another was challenging and a secondary fetter on purposive giving. The Community Giving Fund, in contrast, contains a structure that guarantees donations will only be used for the specified purpose for which they are made. It also has an advantage of rolling funds over from year to year for specific projects and programs that may be long-term and unable to be completed in a shorter time frame. All donations to the fund are tax exempt. The fund has continued to grow annually, in both scope and size, with several changes being made along the way as the County has become more familiar with its opportunities and how to most effectively fit them to its needs. One of these has been introducing the ability to refresh the menu of giving opportunities on a semi-annual basis as needs change and grow within departments or on the County level. Another has been the introduction of the fund to the 2 county's Combined Giving Campaign, a change that first took place in 2014 and will continue for the upcoming 2015 drive. Most recently the County has begun to connect larger initiatives to the potential provided by the Community Giving Fund. Illustrations include the Family Success Alliance, My Brother's Keeper, and the Veteran's Memorial. In the latter case, efforts were underway to find a suitable donation mechanism for the memorial and ultimately, funds were transferred from another source into the Community Giving Fund to jumpstart the project. Currently, the managing committee for the Community Giving Fund is considering extending outreach about the fund to civic groups active in the County. It is anticipated that this would take place in the form of in-person presentations to a broad range of active civic organizations in Orange County. In addition to its form and content, thought is being given to the timing of such an outreach initiative. FINANCIAL IMPACT: As shown by the attached Financial Dashboard, the Community Giving Fund has raised increased amounts of donated funds annually since its creation. In 2013 $9,386 was raised after the fund was opened with a $10,000 start-up fee. In 2014, $32,611 was raised, and thus far this year, $25,732 has been raised. More is expected to be raised this year from the Combined Giving Campaign and the trend of increased donations at the year's end for taxation purposes. Some significant financial contributions have made possible projects that otherwise may not have been completed. One is the Dog Play/Exercise Area at Animal Services, which was made possible through a donation of stocks totaling nearly $13,000. There is hope that a similar response from the public will help to fund the Veteran's Memorial, where the Community Giving Fund will allow flexible donations of traditional and non-traditional types for the anticipated project, and where those with a strong passion for the Memorial will feel secure that gifts will go toward the intended purpose. To date the Community Giving Fund has been made possible through a partnership with the Triangle Community Foundation. The Foundation required a start-up fee of $10,000 in 2013 and also charges an annual administrative fee of (1%) to manage and oversee the fund. To date, the Foundation has managed the fund very successfully and generated income for the Community Giving Fund. SOCIAL JUSTICE IMPACT: There is no Orange County Social Justice Impact Goal associated with this item. RECOMMENDATION(S): The Manager recommends that the BOCC receive the update from staff on the Orange County Community Giving Fund and provide comments and direction as appropriate. Community Giving Fund Where We Are , Where We ' re Going 4 History • Started in 2013 • A young endeavor still • Has grown and continues to grow in potential — i .e. Animal Services dog play yard • Managed by the Triangle Community Foundation,, a 501 (c) 3 organization — They' re able to handle various types of donations — They receive a small percentage for their services Stats • Since 2013, $ 66, 000 has been raised • Growing annually — 2013 "' $91# 300 — 2014 ^' $32,0600 — 2015 ^' $24,800 (thus far) • In 2014, it was incorporated into Combined Giving Campaign — County employees gave $7,000 that year 6 Scope • Creative funding opportunities — Stocks, Real Property, etc • Earmarked funds • Rolls over annually • Relieves fear of donating to general fund 7 Opportunities • County-wide Initiatives — Combined Giving Campaign — Veteran's Memorial — Family Success Alliance — My Brother's Keeper • Presentations Underway with Civic Groups — Will talk about opportunities to do more in the county and dedicated giving to public pursuits Orange County Community Giving Fund $100,000 $80,000 $60,000 Fri $40,000 $20,000 $_ ........... II A 2013 Donations 2014 Donations 2015 Donations Total Donations ---------------------------------------------------------------------------------------------------------------- Department DONATIONS EXPENDED REMAINING Animal Services $ 54,992 (22,995) 31,997 Cooperative Extension Office 54 - 54 Department of Environment, Agriculture, Parks & Recrea 1,165 - 1,165 Department of Social Services 1,880 - 1,880 Department on Aging 408 - 408 Emergency Services Department 215 - 215 General Donations 13,232 - 13,232 Housing, Human Rights & Community Development 2,536 - 2,536 Orange County Health Department 226 - 226 Orange County Libraries 82 - 82 Unallocated Donations 2,940 - 2,940 Program DONATIONS EXPENDED REMAINING Advertising Campaigns for Adoptable Pets $ 4,021 4,021 Cat Sheltering Enhancement 1,896 1,896 Community Spay/Neuter Fund 3,605 3,605 Dog Exercise Area Fund 15,656 (15,495) 162 Free-roaming Cat Initiative 160 160 Medical Care for Adoptable Pets 11,507 11,507 Sculptures, Benches and Landscape Amenities 313 313 Animal Services General Donations 17,836 (7,500) 10,336 4-H Youth Development 47 47 Local Food/W.C. Breeze Farm (Agricultural Extension an 7 7 Cooperative Extension General Donations - - Athletic Field improvements 39 39 Historic Building Restorations - - Lands Legacy Program (Land Conservation and Manage m 1,035 1,035 Park Planting improvements 40 40 Parks and Recreation Equipment and Amenities - - Pond and Habitat improvements 12 12 iSpecial Event Assistance 40 40 iYouth Recreation Scholarships Program DONATIONS EXPENDED REMAINING DEAPR General Donations - - - Foster&Adoptive Family Recognition 69 - 69 School Supplies and Food Pantry Donations 112 - 112 Toy Chest Holiday Program 1,599 - 1,599 Youth Enhancement Fund 99 - 99 DSS General Donations - - - Annual Community Resource Guide - - - Annual RSVP 55+Volunteer Recognition Event - - - General Senior Center Programs 30 - 30 In Praise of Age -Weekly TV Show - - - Music in My Mind 60 - 60 Seymour Center and Central Orange Senior Center Gard 64 - 64 Seymour Fitness Center 41 - 41 The Frail Elderly Fund 211 - 211 Volunteer Income Tax Assistance (VITA) Program - - - Aging General Donations - - - Community Medicine 16 - 16 Elder Fall Prevention (UNC/Aging Partnership) - - - Public Outreach 49 - 49 Welcome to the World (Newborn/Parental Training and - - - EMS General Donations 150 - 150 My Brother's Keeper 500 - 500 Other County Projects and Programs 10,000 - 10,000 Veteran Memorial 2,350 - 2,350 General Donations 382 - 382 Community Dinner 918 (918) (0) Job Partners Program— Homelessness Employment Initia 1,519 - 1,519 Support Circles - - - Housing General Donations 100 - 100 Adult Health Services - - - Child Health Services - - - Dental Health Services - - - Environmental Health Services - - - Health Promotion and Education - - - Nutrition and Diabetes Management 23 - 23 Orange County Cradle to College/Career - - - Tobacco Use Prevention/Smoking Cessation - - - Women's Health and Screenings Services 99 - 99 Family Success Alliance 104 - 104 Health Department General Donations - - - Program DONATIONS EXPENDED REMAINING Summer Reading Program for Kids -Adults 82 - 82 Unallocated Donations 2,940 - 2,940 T T 'II 7 , �Vu 9 o iJI,8 6 11 COPY ORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: Jr � 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): INFORMATION CONTACT: 1) 2013 Management Team Roster Frank W. Clifton, Jr., County Manager, 2) Frequently Asked Questions (919) 245-2306 3) Giving Opportunities Listing 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. 12 • 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.