DISCOVER

Learn more about the Community Foundation of the Northern Shenandoah Valley.  Review our mission, vision and values If you have questions, please contact us.  We would love to discuss how we can work together to improve our community.

We are currently governed by a 12-member board of directors. Board members are chosen for their leadership, experience, and knowledge of their community and its charitable needs. Current members include:

Erik Beatley, President
President Erik Beatley is president of Enterprise Hospitality Group and Allen Properties, Inc. A lifelong resident of the Winchester community, he is a graduate of the Shenandoah University School of Business and serves on the University Endowment Committee. He is an active member of the Winchester Rotary, serving a co-chair of the Winchester Rotary Coats for Kids campaign, which in 2018 distributed 850 new coats to area children and youth. He is a Rotary Paul Harris Fellow and has received the Phil Sprinkle Vocational Award and the Distinguished Service Award. Erik and his wife Jennifer live in Loudoun County with their two children.

Kathleen Kanter, Vice President
Treasurer Kathleen Kanter has lived in the Shenandoah Valley for 39 years and is the manager of H. L. Borden Lumber and Hardware in Strasburg Virginia. She is a retired dental hygienist, who now practices in various non-profit dental clinics. She is in the Strasburg Rotary Club and is serving on various District Committees. She served as bookkeeper for the Community Foundation for 5 years, and now is serving on the Board.

Doug Stanley, Treasurer
Douglas P. “Doug” Stanley is the County Administrator for Warren County, Virginia; a post he has held since April 2000. Doug has a B.A. in Geography from Mary Washington College, a Master’s Degree in Urban and Regional Planning from Virginia Commonwealth University, and a Graduate Certificate in Public Administration from Shenandoah University. He is also a graduate of the Senior Executive Institute at the University of Virginia – Weldon Cooper Center. Doug has served many community boards including the Warren Memorial Hospital Planning Committee, Front Royal Rotary Club – Board of Directors, and Warren County Educational Endowment Board of Directors.

Peter Heerwagen, Secretary
Secretary Peter Heerwagen is the former publisher of the Quad-State Business Journal covering parts of fours states along the I-81 corridor from Chambersburg, PA to Woodstock, VA. A resident of Winchester with an MBA degree in finance, he is active with the Highland Food Pantry in Winchester and the Winchester Area Temporary Thermal Shelter (WATTS), previously served on the board and finance committee of Habitat for Humanity of Winchester-Frederick County, and was treasurer and a board member of Shenandoah Valley Community Residences, based in Winchester.

Darcus Breneman
Darcus Breneman is Vice President and Business Development Officer at First Bank.  She served as the 2017 Board President of the United Way Northern Shenandoah Valley, where she has served since 2011.  She has been a Rotarian since 1992 and is currently a member of the Rotary Club of Winchester.  She served on the Lord Fairfax Community College Foundation Board from May 2010 to December 2016, is a member of the Valley Business Women/Top of Virginia Chamber, and attends Macedonia United Methodist Church in White Post.

Cary Craig
Cary M. Craig Jr. is an attorney with the Winchester law firm Harrison & Johnston, PLC. He is a graduate of Louisiana State University and Loyola University New Orleans, College of Law. Cary retired from the United States Marine Corps Reserves after twenty-two years and has served on the Board of Directors for the Winchester’s Latest Rotary Club and Habitat for Humanity of Winchester-Frederick County.

Natalie Greenhalgh
Natalie Greenhalgh is a native of Winchester and a resident of Clarke County. She has served as a teacher in public and private schools in Virginia, California, and Germany and has used her skills in networking, fundraising, grant writing and research on behalf of educational organizations.  Currently, she works as an administrator and training support specialist for a humanitarian consulting firm, Global Emergency Group (GEG).

Don Louque, III
Don Louque, a 19-year resident of Winchester, is currently Director of Business Development, Clutch, Inc. He is a graduate of Virginia Tech with a degree in Marketing and Communications. He is active with several nonprofits and boards and currently serves as the vice president, marketing for the Boy Scouts of America, Shenandoah Area Council and is an assistant scoutmaster for Boy Scouts of America, Troop 45. He is active with the Winchester Rotary where he is the former President, Current Committee Chair for Public Relations and member of the Golf Committee.

Katherine Napier
Katherine (Kathy) Napier has lived in Warren County for more than 30 years and retired in 2018 as Vice President of Business Development for the Clinical Diagnostics Division of Thermo Fisher Scientific. She has served on various community boards including Valley Health System, Warren Memorial Hospital, Samuels Public Library, First Baptist Church, and the local board of the American Lung Association. She is a member of the Warren County Rotary Club. She and her husband Retired Judge Ronald Napier live in Front Royal.

John Tyson
John H. Tyson is a retired biotech executive with more than 40 years experience in medical device, pharmaceutical, and biological systems development and operations.  During 25 years as a member of this community, he has served on numerous nonprofit boards and state advisory councils.  Currently, he is an active member of the Winchester Rotary Club, serves as Secretary of the Our Health Board, and is President of the Winchester Day Preschool Board.

John Willingham
John Willingham is Market President at Wells Fargo in Winchester and Managing Director at Stoneridge Capital, LLC.  He has served on City Council for the City of Winchester since January 2009 and was Council President from 2013-2017.  He serves on the finance committee of Valley Health and as chairman of the Winchester Frederick County Metropolitan Planning Organization.  He graduated from Virginia Tech where he doubled majored in Accounting and Finance.

Director Emeriti
Mary Anne Biggs
Byron Brill
John Copenhaver
Sharen Gromling
William Huehn
Ken Rice (Past President)
Harry Smith

Sep
25
Wed
Thank You Luncheon @ Shenandoah Lakeside Lodge - Paddock Room
Sep 25 @ 11:30 am – 1:00 pm

Join us as we honor our donors, award our 2019 grants, and celebrate the successes of the past year at our annual Thank You Luncheon.

Oct
15
Tue
Nonprofit Governance Symposium @ Shenandoah University Byrd School of Business
Oct 15 all-day

Nonprofit Governance Symposium 

NONPROFIT IMPACT

What Makes Great Nonprofits Great

 

Tuesday, October 15, 2019

Shenandoah University Byrd School of Business

 

 

 

Registration Fee:

Early Bird Registration (until Sept 27, 2019)   – $45
Register by October 14 – $50
Register Day of Event – $60
Student Registration – $20

Keynote speakers will include Leslie Crutchfield – Author, Educator, Social Change Expert – Leading authority on social movements, systems change, collective impact, corporate social responsibility and shared value. If you haven’t read her book, Forces for Good, The Six Practices of High-Impact Nonprofits, we highly recommend it. You can purchase a copy during registration (until 10/1/19). The cost is $31.54 (includes tax). We are working with The Winchester Book Gallery, so you get the added benefit of knowing you are supporting a local small business. If you purchase a book, we will have them at the Registration table when you check in. Leslie will be signing books in the morning during registration.

 

Registrations by check should be made payable to Nonprofit Alliance of the NSV.

Please send the check with the name, organization, contact info, and any special dietary requests for each registrant to:

Nonprofit Governance Symposium
c/o CFNSV
P.O. Box 2391
Winchester, VA 22604

Schedule

8:00 – 8:30 Registration, Continental Breakfast, and Networking

8:30 – 8:45 Welcome and Introductions

8:45 - 10:00 KEYNOTE PRESENTATION: What Makes Great Nonprofits Great - Leslie Crutchfield, Author, Educator, Trainer, Speaker and Social Impact Consultant

What makes great nonprofits great? The answer is not what you think. Leslie Crutchfield and her Forces for Good coauthor spent four years studying a dozen of the highest-impact nonprofits founded in recent US history, unearthing their secrets to success. Find out what the authors learned in this interactive session designed for nonprofit leaders who seek to create greater social change and maximize results. The presentation centers on the “six practices of high-impact nonprofits” revealed in Forces for Good, and will include a special focus on how local nonprofit leaders effectively apply these practices to achieve deeper impact in their local region.

Leslie Crutchfield: Leslie Crutchfield
Author, social change expert, educator, and executive director of Georgetown
University’s Global Social Enterprise Initiative at the McDonough School of
Business; senior advisor, FSG Social Impact Consultants

Leslie is a leading authority on social movements, systems change, collective impact, corporate social responsibility and shared value. She serves as Executive Director of Georgetown University’s Global Social Enterprise Initiative (GSEI) at the McDonough School of Business. GSEI delivers world-class education, research and actionable cross-sector solutions to create significant social, economic and environmental change.

Leslie’s latest book is the critically-acclaimed How Change Happens: Why Some Social Movements Succeed While Others Don’t (Wiley 2018), recognized in The New York Review of Books for offering “useful guidance for [groups] inspired to take action.” Leslie also is co-author of the best-selling Forces for Good: The Six Practices of High-Impact Nonprofits (Wiley 2007; 2012), featured by The Economist on its Best Books of Year list as “a serious piece of research.” Forces for Good is in its eight printing and is published
in three languages globally. She also co-authored Do More Than Give: The Six Practices of Donors Who Change the World (Wiley 2011) as senior advisor at FSG, the nonprofit social impact consulting firm.

Leslie previously served as managing director and director at Ashoka, the global venture organization for social entrepreneurs. In the 1990s, Leslie co-founded and led a nonprofit social enterprise, which published a national magazine. Leslie frequently lectures at domestic and international events, conducts workshops, and facilitates trainings for cross-sector leaders. She is an Adjunct Professor at Georgetown teaching corporate responsibility in the MBA program, and she offers a nonprofit leadership course on Lynda.com.

Leslie is an active media contributor with commentary in Fortune, Forbes, Harvard Business Review.org, Fast Company, The Washington Post, The Chronicle of Philanthropy, and Stanford Social Innovation Review, and she has appeared on programs such as ABC News, FOX, NPR and PBS.

Leslie has served on the board of SEED Foundation and other nonprofits, and she volunteered with Crossroads Africa in The Gambia. She earned an AB in Government at Harvard University and an MBA at Harvard Business School.

10:00 – 10:15 Break

10:15 – 11:15 Concurrent Seminars (Details to Come)

11:15 – 11:30 Break

11:30 – 12:30 Concurrent Seminars Repeat

12:30 – 1:00 Lunch and Networking

1:00 - 2:00 AFP KEYNOTE PRESENTATION - WHAT'S YOUR MISSION IMPACT? - MARTHA H. SCHUMACHER, CFRE, ACFRE, MINSTF

AFP Keynote Presentation

Sponsored by the Association of Fundraising Professionals Tri-State Chapter

What’s Your Mission Impact?

Philanthropy and philanthropists are changing. Many of today’s philanthropic investors are looking for opportunities to make substantive change that has meaningful impact. So how will your organization stand out?

Join Martha to learn how to create a powerful mission impact statement to engage your best Ambassadors – volunteers and staff alike – who will in turn inspire and energize your philanthropic partners and prospects for transformational giving.

Martha H. Schumacher, CFRE, ACFRE, MInstF

Martha H. Schumacher is a philanthropy ambassador, educator, coach, mentor, author and champion. She is President of Hazen Consulting and the Hazen Institute for Leadership Training (HILT), creating global strategies to elevate social impact and philanthropy.

Martha has worked with and within nonprofit organizations for 25 years. Her most recent in-house adventure was leading the Defenders of Wildlife fundraising team for nine years, first as Director of Major Gifts and then as Vice President for Development. Her current and recent clients include American University, AARP Foundation, Best Buddies International, the Library of Congress and National Geographic Society.

Martha is the Association of Fundraising Professionals (AFP) Global Chair, and previously served as AFP/DC Chapter President. She was named Outstanding Fundraising Professional by the chapter in 2006. Martha holds the International Advanced Diploma in Fundraising with Distinction, and the Certified Fund Raising Executive and Advanced Certified Fund Raising Executive credentials, respectively.

Born and raised in Ann Arbor, Michigan, Martha earned her B.S. in Law and Public Policy from Indiana University. With an office in Washington, D.C., she takes monthly Billy Goat Trail “Chick Hikes” in Maryland, and resides in Alexandria, Virginia with her husband Casey and their rescue dog G

2:00 – 2:30 Closing Program

Thank you to Our Sponsors

First Bank

Shenandoah University School of Education and Leadership

Shenandoah University Center for Leadership in the Public and Nonprofit Sectors

The Winchester Group

Oct
24
Thu
CFNSV Board Meeting @ Our Health, Eagles Board Room, Winchester
Oct 24 @ 4:00 pm
Jan
16
Thu
CFNSV Board Meeting @ Our Health, Eagle Board Room, Winchester
Jan 16 @ 4:00 pm

What is a Community Foundation?

What does a Community Foundation do?

What “community” does it cover? Whom do you serve?

Where do you get the money you distribute?

Why be a donor?

What do you fund?

How is this different from the United Way?

What are the financial benefits and tax advantages of giving through the Community Foundation?

I thought foundations were for rich people. I am not rich. Why should I think about giving a gift through the Community Foundation?

How do I set up a fund?

How can I give to the Community Foundation?

Explain the difference between a family foundation, private foundation, and Community Foundation. Does this have importance for my taxes?

How are the Community Foundation funds invested and managed?

What services do I receive as a donor and is there a fee for this?

How will funds be invested? Can a donor influence or tell you how and with whom to invest his/her funds?

What’s the first step?

Why entrust your assets to us?

CFNSV provides local expertise and personal service.

Why not give directly to the charity I care about?


What is a Community Foundation?

The Community Foundation of the Northern Shenandoah Valley is one of approximately 800 community foundations across the country. Endowments are set up by people, corporations, and families dedicated to improving the quality of life in a specific region.

A community foundation is a tax-exempt, public charity that allows people/groups to establish permanent endowment funds within one large Foundation, and offers an inexpensive, value-added way to be a philanthropist. By law, Community Foundations are allowed to “pool” all endowment monies for greater investment opportunities. Each separate fund’s distributions are available to respond to emerging problems and specific opportunities in the community.

 

What does a Community Foundation do?

The Community Foundation of the Northern Shenandoah Valley was established in 2001 to encourage philanthropy and create opportunities to improve the quality of life for present and future generations in the Northern Shenandoah Valley. Our work is to build endowments that will support our community needs, from the arts to civic engagement, to education, to conservation and preservation, to health and human services.

 

What “community” does it cover? Whom do you serve?

The Community Foundation of the Northern Shenandoah Valley serves the City of Winchester and all of Frederick, Clarke, and Warren counties. In addition to funding local nonprofit organizations, donors may also support regional, national, and international charities through the CFNSV.

 

Where do you get the money you distribute?

Donors to community foundations range from people of relatively modest means to those with large financial resources. By establishing a fund or donating to an existing fund within a community foundation, donors can contribute their gifts of cash and appreciated property toward a permanently named endowment fund. Many donors are interested in planned giving and have the Community Foundation in their Charitable Remainder Trusts, Charitable Lead Trusts or bequests.

 

Why be a donor?

The Community Foundation of the Northern Shenandoah Valley donors are people with a strong sense of community and personal commitment to the communities in which they live. Some donors want to support worthwhile causes in their communities, and the Community Foundation can help them to find the best way to donate their funds. Other donors appreciate the flexibility and ease of using the Community Foundation. Because the legal apparatus is already in place, funds can be established in a very short time while obtaining the greatest possible tax advantages.

 

What do you fund?

Our funding is shaped by our donors. Their vision is our grantmaking stewardship for generations.

 

How is this different from the United Way?

Both are important resources to the community and each complements the other. Some have described the differences by suggesting the United Way is more like the community’s checkbook, raising and distributing money annually, while a community foundation is more like a savings account, distributing interest from long-term funds in perpetuity. Additionally, the United Way focuses primarily on health and human services while the Community Foundation can support any number of nonprofit organizations and charitable causes including theatre, the arts, youth sports programs, education, conservation, and historic preservation.

 

What are the financial benefits and tax advantages of giving through the Community Foundation?

Because community foundations manage a large number of unrestricted and discretionary funds, administrative costs and service fees for anyone fund are minimized—meaning overhead cost to the donor’s fund. Another important advantage is that the Federal tax code provides significant incentives for contributions to a community foundation.

The Community Foundation also has a number of different types of funds to accommodate donors who prefer the long-term strategy of endowments as well as those who want to give more actively each year. Donors can choose to establish one of these funds, which allow donors to recommend grants, or can choose to contribute to an existing fund that is flexible to respond to emerging needs in the community.

 

I thought foundations were for rich people. I am not rich. Why should I think about giving a gift through the Community Foundation?

Community foundations offer a variety of options for making donations. By combining your resources with those of others who share your interests, you can maximize the impact of modest contributions with minimal administrative costs.

We also offer an option for donors to contribute over time to build a fund. You can begin setting up an endowment fund within the Community Foundation of the Northern Shenandoah Valley with as little as $1,000, with up to five years to build to a permanent endowed status of $5,000.

 

How do I set up a fund?

The first step is to decide what kind of fund you want to set up. Also, think about the kinds of issues that interest you, as well as specific charities you support. You can begin the process by sending your gift with a note of instruction that you wish to begin the discussion process to set up a fund. Specific details can be worked through easily.

The Community Foundation has Sample Fund Agreements available on this site or by contacting the Foundation. We encourage prospective donors to review them with their own professional advisors.
Gifts also may be contributed to an existing event, or a general or specific purpose fund.

 

How can I give to the Community Foundation?

Some people prefer the simplicity of cash. There are, however, many other ways to give, including securities and real estate. Gifts to the Community Foundation may be made at a surprisingly low cost by giving real estate or securities that have appreciated in value. Were the donor to sell the property, a substantial tax would be levied on appreciation, whereas a gift to the Community Foundation not only incurs no tax but entitles the donor to a tax deduction for the full value.

 

Explain the difference between a family foundation, private foundation, and Community Foundation. Does this have importance for my taxes?

Often, people establish a family foundation or a private foundation because they don’t know that in many cases, working through the Community Foundation offers an easier alternative. In addition to the tax benefits listed below, setting up a fund through the Community Foundation has an extremely short turn-around time. Additionally, the staff of the foundation becomes available to help with grants, screen grant requests, and take care of auditing and financial reporting requirements. Many community foundation donors are also pleased by the fact that community foundations have none of the annual payout requirements of a family foundation, so donors may leave their funds dormant when they lack the time to focus on it in any given year.

Community foundations combine the tax advantages of a public charity with the lasting quality of a private foundation. Gifts of cash and ordinary income property to a Community Foundation are deductible up to 50% of adjusted gross income versus 30% for a private foundation. Gifts of appreciated property can be credited for 30% versus 20% for a private foundation. There is no excise tax on community foundations as there is on private foundations, and community foundations do not have the payout requirements of private foundations.

 

How are the Community Foundation funds invested and managed?

An Investment Committee serves the Community Foundation. The Mason Companies manage the assets of the CFNSV and endowment funds are invested in a diversified portfolio of equity and fixed-income securities. The Mason Companies specialize in providing investment services to Community Foundations and have consistently out-performed market averages.

 

What services do I receive as a donor and is there a fee for this?

The Community Foundation provides all IRS reporting, accounting, and accountability. The Community Foundation ensures that all grant and scholarship recipients meet the tests to ensure tax-deductible status. When appropriate, the Community Foundation can help donors solicit proposals to fund certain categories of interest to the donor. Donors are kept apprised of special community needs on a regular basis. We can also help donors publicize their funds or, conversely, act as a community liaison to provide anonymity for donors.

The Community Foundation is a not-for-profit organization and does need to charge an administrative fee, reviewed annually by its Directors. Please see our fee page for information about our current fees.

 

How will funds be invested? Can a donor influence or tell you how and with whom to invest his/her funds?

Investment strategies are determined by the Investment Committee. Donors may take advantage of the option to recommend a manager, but the final decision, however, rests with the Community Foundation Board of Directors.

 

What’s the first step?

Please contact us to explain your interest and ask your questions. Our phone number is (540) 533-5561 or email us at info@cfnsv.org.

 

Why entrust your assets to us?

An endowment fund in your name, family name or that of a loved one is a lasting way to support your favorite charitable causes throughout your life and leave a legacy long after you are gone. It is a powerful way to pass on the lessons of philanthropy to your children… and theirs.

We work hard to make giving easy and meaningful for donors and the causes they care about by:

  • Accepting a wide variety of gift types (cash, stock, life insurance);
  • Offering many fund types. You can name a fund, advise a fund, or designate an area of interest or specific charity to benefit;
  • Handling fund administration – you get the joy of giving while we do the research, paperwork, grant follow-up and reporting;
  • Sharing our community needs expertise; and
  • Endowing funds so that your charitable wishes create a permanent legacy.
CFNSV provides local expertise and personal service.

The Foundation has deep roots in the counties we cover, is governed by a strong board consisting of local leaders and employs quality staff who provide highly personalized service to ensure that your giving is meaningful, efficient and effective.

 

Why not give directly to the charity I care about?

By all means. We highly encourage you to continue supporting the charities you care about. Giving through the Community Foundation can benefit the causes you care about because of our commitment to the endowment (meaning your gift makes a permanent impact); our ability to accept complex gifts; and our professional expertise in managing and investing your gift. In some instances, a charity may be doing outstanding work in their mission area, but does not have the financial expertise to manage and invest your gift for the best impact.