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inspiration to impact!2013 ANNUAL REPORT

(on the cover) summer academy participants share their love of reading. Learn more about the summer academy on page 25.

You don’t need a million dollars to establish a fund. (see page 5)

We simplify your corporate giving. (see page 9)

We make it easier to support

the causes you love.

(see page 4)

You can practice philanthropy forever. (see page 11)

We build strong nonprofits. (see page 12)

Your endowed gift to a community Foundation fund is eligible for a 25% state tax credit. (see page 16)

Endowments help nonprofits sustain their work forever. (see page 14)

We support six rural affiliate foundations throughout Northeast iowa. (see page 26)Th

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We arethe largest grantmaker

in the Dubuque region.

(see page 18)

ten things You might Not Have Heard about

the community Foundation


2013 impact bY tHe Numbers$44.7 million in total assets

496 funds

168 nonprofit endowment partners

2,636 gifts

$14,748,060 in total gifts and pledges

1,083 grants totaling $3,456,276

55 high school dropouts earned a high school diploma or GeD thanks to re-Engage Dubuque, a program created through the project HopE initiative.

94 unemployed people have found jobs through project HopE’s opportunity Dubuque training program.

47 at-risk kids learned to read this summer through the Dubuque campaign for Grade-Level reading.

6,400 patients were treated at the crescent community Health center, which is funded by the schmid Family Endowment Fund held at the community Foundation.

Nearly 2,000 community members learned about local nonprofit organizations at the community Block party.

153 continuing education credit hours were earned by professional advisors through community Foundation education opportunities.

18 active school wellness teams have been established throughout the community Foundation’s rural affiliate communities through the northeast iowa Food and Fitness initiative.


Dear friends,

We are happy to share our 2013 annual report, Inspiration to Impact.

in 2003, community leaders were inspired to create an institution to help donors invest in our community, to strengthen and support nonprofits, and to bring people together to create solutions. With a total of $750,000 from four founding sponsors—Diamond Jo casino; american trust; Dubuque Bank & trust; and medical associates—they created the community Foundation of Greater Dubuque.

since then, hundreds of community members and nonprofits have created funds at the Foundation, growing that initial investment into more than $45 million dedicated to improving life in northeast iowa. thanks to this generosity and collaboration, more third graders will be able to read when they go back to school this fall (page 25), a father has found a job (page 22), and a hospital in Waukon has a sustainable source of funding (page 33).

at the community Foundation, we are inspired by our work with passionate donors, dedicated nonprofits and collaborative community partners. thanks to people like you, we are able—and driven—to create positive results in our community.

in the pages that follow, you can read about our new plans to build strong nonprofits through exciting mccarthy center offerings, as well as the success of initiatives like project HopE and Every child/Every promise. We are also proud to announce the Legacy society, which honors individuals who have committed to supporting our community forever through a gift from their estate.

as you read these stories of impact, what inspires you? What causes do you feel passionate about? We invite you to act on that inspiration. Get involved. start an endowment. make an impact.

the community Foundation serves everyone who is inspired to build a brighter future for our community. We invite you to join us as we work to create real and lasting impact for generations to come.

in friendship and appreciation,

Tim conlon, chair

nancy Van milligen, president/cEo

WorDs to iNspire


inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D

With the right information and support, individuals and families can make a measurable difference with their charitable dollars.

since 2003, the community Foundation of Greater Dubuque has provided personalized services to donors. today we work with individual, family and corporate donors who have established over 500 funds at the Foundation, helping them match their interests and passions with critical needs in the community.

Unlike private foundations, a community foundation is a collection of charitable funds established by local donors who have a desire to make a difference in their community. Donors can establish a fund at the community Foundation with $10,000 or more.

For individuals interested in charitable giving, there are a variety of giving vehicles. What sets the community Foundation apart is our focus on personalized service to donors and their families combined with a deep

knowledge of northeast iowa. Donors who open donor-advised funds, for example, can work directly with a philanthropic advisor who can help them explore and meet their philanthropic goals.

By providing research, expertise and knowledge, the community Foundation makes philanthropy easy so you can focus on what matters most: making a difference.

WE HELp Donors maKe a DiFFereNce

2013 GiFts bY FuND tYpe

Agency 26% $3,851,181

Donor-Advised 25% $3,705,691

Designated 23% $3,349,888

Scholarships 16.3% $2,401,349

Field of Interest 6.4% $950,228

Unrestricted 3.2% $464,868

Grantmaking .13% $19,855

Investment Management .033% $5,000


agency 26%

Donor-advised 25%

Designated 23%

scholarships 16.3%

Field of interest 6.4%

Unrestricted 3.2%Grantmaking .13%

investment mangement .033%

2013 GiFts bY FuND tYpe

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D


EstaBLisHinG a FuND

We offer donors the ability to create a variety of funds to meet their giving goals. By establishing a fund with the community Foundation, you receive much of the flexibility and many of the benefits of your own private foundation with the tax advantages and simplicity of a community foundation.

Donor-advised Funda donor-advised fund allows you to receive an immediate tax deduction for your gift to the community Foundation, as well as time to make grant recommendations. this allows you and your family to learn about organizations you wish to support on your timetable.

unrestricted Fundan unrestricted fund is the best way to give back to your community in general rather than supporting a particular organization or cause. it’s also an effective way to leave a legacy that can adjust over time to meet the changing needs of the Greater Dubuque region.

Field of interest Fund a field of interest fund is similar to an unrestricted fund in most respects, except that the grantmaking from the fund is limited to a particular cause or field chosen by the donor. it can be as broad as general healthcare or as specific as special needs children.

Designated Fundif you’re interested in supporting a specific organization in perpetuity, you can set up a designated fund to allocate financial grants to the nonprofit of your choosing.

If you don't want to create your own fund, you can give broadly to the community through a Community Foundation fund.

community impact Fundour community impact grant fund gives donors the opportunity to provide a gift to nonprofits in the Greater Dubuque region through support of this grantmaking program. nonprofits apply for dollars from our community impact funds through a competitive process and our knowledgeable grant committee and board make final selections.

endow iowa 25% state tax creditWhen you make an endowed gift to the community Foundation of Greater Dubuque or any of its funds, it will cost you far less thanks to iowa’s generous state tax credit. For example, after the state tax credit and federal tax deduction, a $10,000 gift will cost a couple in the 35% tax bracket just $4,000. Even more rewarding are the good works your gift makes possible.

to learn more about giving through the community Foundation, call us or visit www.dbqfoundation.org/donors.

maKinG LocaL Dreams cOme trueJames and Susan L indsay

James and susan Lindsay know a thing or two about commitment; this past July, they celebrated their 50th wedding anniversary.

since moving to iowa from suburban new York city in 1988, the Lindsays have shown tremendous commitment to the Dubuque community by supporting local cultural organizations including the northeast iowa school of music and the Dubuque arts

susan says she is often inspired to give to a local nonprofit based on a personal connection. their support of the Dubuque academy of Ballet, for example, began when they met a neighbor—academy founder tatiana Bechenova.

“these individuals have this dream and they start without many connections,” she says. “if you give

to a large national organization, they might send you a report or something. But here in Dubuque, you can go to the events or you know someone who is connected to the organization. You can see the impact.”

“it’s great to give back,” says James. “i never feel better than when i’m giving to charity.”

James and susan Lindsay support local nonprofits through their donor-advised fund at the community Foundation.

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D


council, as well as nonprofits such as the riverview center and the Dubuque rescue mission.

James notes there are strong advantages to giving to these organizations through the community Foundation, such as the Endow iowa 25% state tax credit. “iowa has a generous tax credit for gifts to endowed funds at the community Foundation,” he says. “We also know that when we give to an endowed fund the money is going to good use. Endowment is very important for the future of an organization.”

at the community Foundation, we believe our community is stronger when we work together. the children’s trust and the Women’s Giving circle are opportunities for generous community members to inspire each other and share their passion for giving while making a real impact in northeast iowa.

the community Foundation created its Women’s Giving circle in 2007. since then, it has grown to more than 115 members strong with an endowment of over $200,000. it is comprised of women of all ages and incomes connected by a common commitment to improve their community by giving back.

members gather to learn about community challenges and area nonprofits—and then use this knowledge to inform their grantmaking. over the past six years, the WGc has given $31,000 in 19 grants to local programs working to remove barriers to opportunity and create bridges to self-sufficiency.

in 2013, they also provided meals for the circles initiative, toured several area nonprofit agencies, and enjoyed an evening of fellowship.

Join the Women's Giving circle.Visit www.dbqfoundation.org/WGcor call us to learn more.

the children’s trust is a philanthropic investment partnership that empowers great leaders to contribute to a brighter future for young people. By investing strategically and granting generously to youth-serving community organizations, members of the children’s trust tackle the biggest barriers to our children’s success and unlock their potential.

children who lack a strong start in school disproportionately grow up to be adults who are less healthy, are unemployed or earn lower wages, pay fewer taxes and rely more on public services. By investing in early childhood care and education, this philanthropic partnership seeks to help kids succeed, while building a stronger community and workforce.

members of the children’s trust make an annual investment of $2,500 or more to support early childhood education programs that are focused on children. these programs must be evidence-based, scalable, and carefully evaluated to make sure they meet goals.

Join the children'strust.Visit www.dbqfoundation.org/childrenstrust or call us to learn more.

GiVinG toGEtHEr to create impact


invest in their future

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D


When brothers Jeff and Tim Weber took over their family’s business in 1999, they were inspired by anderson-Weber toyota’s strong tradition of community involvement. they quickly realized there was no shortage of causes to support.

“there are just so many worthy causes. if we tried to support every one, we would not be able to make much of a difference,” says Jeff. “We wanted to narrow the focus so we could make more significant financial contributions and impact.”

Jeff and Tim spoke with community Foundation president/cEo nancy Van milligen who helped them outline

their charitable mission. “nancy was wonderful in walking us through what was important to us,” says Jeff. “she made it so easy.”

today, the Weber brothers use their donor-advised fund at the Foundation to support nonprofits focused on kids and education, such as two by two, the Boys and Girls club and the Boy scouts. their $10,000 annual contribution is matched by an additional $10,000 from the toyota Dealer match program.

anderson-Weber toyota also sponsors local youth sports teams, recognizes successful educators with its teacher of the month program, and

matches employees’ charitable giving. “it’s not just us,” says Jeff. “We have almost 50 people we work with every day who make this giving possible.”

“We have an obligation as members of our community to support local causes,” he adds. “not every kid gets a life lesson at the dinner table every night. supporting these organizations is important if we want to have a strong, vibrant community.”

GiVinG BacK to HELp KiDs succeeD Anderson-Weber Toyota

Jeff (left) and Tim Weber use a donor-advised fund at the community Foundation to administer anderson-Weber toyota’s youth-focused corporate giving.

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D



inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D

corporatE partnErs: LeaDiNG aND traNsFOrmiNG Our cOmmuNitY

the theisen’s more for Your community grantmaking program supports the EaGLE program in new Hampton, which distributes books and promotes early literacy activitiesin preschools.

Whether your business is just beginning to consider how to give or you’re already operating a corporate foundation, the community Foundation can help you further your philanthropic mission.

Your Giving becomes easycharitable giving through the community Foundation is done under the Foundation’s federal tax identification, so there are no tax returns for you to file, no excise taxes to be paid, no minimum payout requirement and no up-front legal fees. it is a seamless means of outsourcing your corporate giving program.

Your philanthropy becomes cost-effective and efficientthere is no fee to create a fund with the community Foundation and a very low cost to administer the fund. We provide tax receipts for all contributions and have many years of experience accepting all types of assets including cash, stock and real estate.

Your charitable Giving becomes more OrganizedYour business will receive regular reports showing the charities you are supporting and the amounts given. the fund can serve as a shield to insulate the business from the deluge of requests for contributions and acts as a buffer for on-the-spot solicitations.

simpLe sOLutiONs FOr cOpOratiONs

a corporate Donor-advised Fund is an attractive alternative that offers immediate tax benefits to your company and allows you to support you or your employees’ charities of choice with no minimum or maximum limits on grantmaking.

a Grantmaking program is a more robust charitable giving option that allows you to fund local programs or projects through a community grant application process. We offer a range of services to ensure that your grant dollars create impact in your community.

an employee matching Gift Fundallows you to enhance employees’ contributions and/or volunteer time. the community Foundation handles the details, including processing checks and verifying the charitable status of grant recipients.

a Disaster relief Fund provides an immediate tax deduction while allowing you to support charities that respond to disasters or to provide your employees with qualified emergency needs should a disaster strike.

For more information on the corporate partners program, call us or visit www.dbqfoundation.org/corporate.


Karen Horstmann grew up in new York but today she’s a loyal Dubuquer. after attending the University of Dubuque, she and Doug Horstmann married in 1975 and raised two daughters here. “i wouldn’t want to live anywhere else,” she says. “i love Dubuque.”

that love for their community is what inspired Doug and Karen to give back to organizations like the University of Dubuque, Finley Hospital, mercy Hospital and the national mississippi river museum. “We benefit from these local services and we want to make sure that they continue to be strong and viable,” says Doug.

in 2005, Doug and Karen created a donor-advised fund at the community Foundation. “the more you see the annual report and go to annual luncheons, the more you see the number of people and organizations that have partnered with the Foundation,” says Doug. “it was a great way to simplify our giving.”

While updating their estate plan in 2011, the Horstmanns decided to include a planned gift to the Foundation. again, simplicity was key. according to Doug, “this allows a portion of our estate to go to charitable giving that can be directed by our daughters so we don’t have to continually update our estate plan.”

as they continue to build their donor-advised fund, the Horstmanns will involve their daughters more in their giving. “We want them to know what’s important to us,” says Doug. “they don’t have to give to the same organizations, but talking about it will help them to grow in their own charitable giving.”

“Dubuque has been really good to us and for our family,” says Doug. “it’s just a good place to live and raise a family and the Foundation makes it easy for us to give back.”

Doug and Karen Horstmann are making a planned gift to the community Foundation to benefit their hometown forever.

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D

LEaVinG a LEGacY For tHeir cOmmuNitY Doug and Karen Hor tsmann

inspirED GiViNG i n s p i r E D G i V i N G i n s p i r E D

LEaVE a LEGacY: a pLaNNeD GiFt is FOreVer

a tree graces the lobby of the community Foundation. Forged from metal, its leaves are inscribed with the names of donors who have committed to supporting our community forever.

this Legacy tree honors members of the community Foundation’s Legacy society, which was established this year to honor individuals who have made planned gifts to the Foundation. often, these meaningful gifts go

unrecognized because they come at the end of a donor’s life; the Legacy society is our way of acknowledging this commitment to the future—today.

making a legacy gift allows you to positively impact the nonprofits and causes that have inspired you far beyond your lifetime. By creating a planned gift, you can truly think long-term about the philanthropic impact you wish to make in the community and/or around a specific area of interest.

if you decide to include the community Foundation as a beneficiary of a gift from your estate, notify us of your plan. We’ll add your

name to a leaf on our tree in honor of your commitment to your community and the causes you value most.

as your philanthropic advisors, we can also help you determine the type of gift to leave, show you the impact your gift will have, and share information about tax benefits.

For more information about the Legacy society, call us or visit www.dbqfoundation.org/legacy.


When Thelma Schlueter’s husband Philip passed away, she honored his memory, as well as the memories of her son and daughter, by establishing the Philip and Thelma Schlueter Family Endowment Fund at the Community Foundation. Thelma also designated a legacy gift in her will to the endowment fund. “This endowment will continue to help our community and honor the memory of my family 20, even 50 years from now,” she says. “I know my husband would be pleased and proud of what I have done.”


strengthening nonprofits strengthens the greater Dubuque community as a whole, and no one understood this better than the late Leo mccarthy.

mccarthy, a founding board member of the community Foundation, believed that our most important work was to ensure the permanence of the nonprofits here in northeast iowa. and he felt strongly that the best way to do this was through capacity building and growing nonprofit endowments.

since 2008, the mccarthy center for nonprofits has been home to a number of resources including a library, grant database, board governance and endowment-building training that strengthen local nonprofits and communities. in 2012, the community Foundation named

strong nonprofits as a community impact priority in our strategic plan, setting our sights on expanding the mccarthy center and its services to nonprofits.

We kicked off these efforts on February 1, 2013—the Foundation’s 10th anniversary—with a community Block party in the roshek Building lobby. nearly 2,000 community members came to meet and learn about more than 80 local nonprofits.

this past July, the community Foundation hired Kari mccann as Director of philanthropic and nonprofit partnerships. in this new position, Kari works with nonprofits to build curriculum supporting board development, endowment building and other nonprofit needs.

this fall, the Foundation will also unveil a new, fully-equipped conference room to fully realize the mccarthy center’s goal of increasing nonprofits’ capacity and effectiveness. Featuring state-of-the-art technology. it will be conveniently located on the second floor of the roshek Building to provide accessible, affordable meeting space for nonprofits to conduct business, obtain training and convene community groups.

WE HELp nonproFits GroW EnDoWmEnts tO suppOrt tHeir WOrK FOreVer

Leo mccarthy, a founding community Foundation board member, often said our community is stronger when we work together. in 2007, he and his wife Joy founded the mccarthy center to help nonprofits build capacity and grow their endowments.

stronG NONprOFits s t r o n G N O N p r O F i t s


Foundation center Online Grant search Databasethe mccarthy center maintains this comprehensive online grant search database on U.s. grantmakers and their grants in partnership with the Greater tri-state chapter of the association of Fundraising professionals.

books and periodicalsa large collection of books and periodicals is available for the nonprofit community. periodicals include Board Source, Nonprofit World and The Chronicle of Philanthropy. Book titles are numerous and varied, including Good to Great and the Social Sector, Inspired Philanthropy, The Giving Family and Achieving Excellence in Fund Raising.

board boot campthe mccarthy center’s approach to board development is based on best practices that are common to the most dynamic and effective nonprofit boards. this training is designed for board members who are new to nonprofit board service or who would like to be more effective in their current and future roles.

endowment-building toolkitDesigned for staff, board members and volunteers, this training program equips nonprofit leaders to be at ease educating others about the missions, accomplishments and needs of their organizations and provides valuable tools for endowment building.

meeting/training spacecoming this fall, a new, fully-equipped conference room willprovide convenient, accessible meeting space for nonprofits with state-of-the-art technology including video conferencing capabilities. the 2,175-square-foot facility is made possible by many generous donors and a $100,000 gift from John and alice Butler.

to learn more about the mccarthy center for Nonprofits, call us or visit www.dbqfoundation.org/ mccarthycenter.

this fall, the mccarthy center will move from the community Foundation office to its new home on the second floor of the roshek Building, shown here in an architectural rendering.

stronG NONprOFits s t r o n G N O N p r O F i t s

mccartHY cEntEr OFFeriNGs

in 1980, the tri-state Gardening club leased a section of city park for $1 a year to plant roses, hostas and conifers.

today, the Dubuque arboretum and Botanical Gardens has expanded to include formal English, Japanese, herb and children’s gardens, among many others. the original rose garden and conifer collection have earned national awards while the hosta garden has grown to include 700 different varieties, making it the largest garden of its kind in the United states. and it’s all free to the public.

“We’re very proud of the fact that anybody can come here,” says arboretum Executive Director sandi Helgerson. “We’re a place for all ages from any background or socioeconomic status.”

the arboretum’s volunteers are just as diverse. Fifteen-year-old Keegan volunteers almost every day after school alongside Lloyd, a former John Deere employee in his 80s who runs the arboretum’s heavy equipment.

“no paid staff is taking care of the grounds,” says sandi. “We have more than 300 unique volunteers who really like to work here and so many opportunities for them to help.”

many of those volunteers have also been inspired to become donors, says Jack Frick, arboretum president. “a lot of our friends donate to the community Foundation for our endowment. so having that as an option for giving helps them with tax benefits while allowing them to support something they volunteer for and care about.”

“We know that if times get tough, our endowment will generate income over time,” adds sandi. “Having an endowment keeps us sustainable forever.”

Last year, the arboretum welcomed visitors from 47 states and 19 foreign countries. and yet, says Executive Vice president Wylie Bledsoe, there are still locals who don’t know about it. “this is the jewel of Dubuque,” he says. “it’s got everything—education, beauty and art. people just have to come out and look at it.”

inspirinG BEaUtY FOr aLL aGes Dubuque Arboretum & Botanical Gardens

(Left to right) Wylie Bledsoe, sandi Helgerson and Jack Frick rely on more than 300 volunteers to maintain the beautiful Dubuque arboretum and Botanical Gardens.

stronG NONprOFits s t r o n G N O N p r O F i t s

The mission of the Dubuque Arboretum and Botanical Gardens is to preserve and maintain an arboretum and botanical garden that is a source of information, education, culture and beauty for all to know.


stronG NONprOFits s t r o n G N O N p r O F i t s



Emma Big Bear Foundation

Every child/Every promise

Ewalu camp and retreat center

Fairview cemetery

Farley community Foundation

Finley Health Foundation

First congregational United church of christ

Flint Lindsay scholarship Fund

Foundation for Dubuque public schools

Foundation for the Future of Delaware county

Four mounds Foundation

Friends of Jackson county conservation

Froelich Foundation

G & G Foundation

Galena art and recreation center

Garnavillo Historical society

George maier rural Heritage center

Ghost players Fund for Baseball History

Girl scouts of Eastern iowa and Western illinois

Good neighbor society

Grand opera House

Greater Delaware county community Foundation

Greeley Fire Department

Guttenberg Ems/ambulance service

Guttenberg Fire Department

Guttenberg Library

Guttenberg municipal Hospital

Guttenberg rotary

Highland cemetery

Hillcrest chaplaincy

Hillcrest Family services

Hills and Dales child Development center

Holy Family catholic schools

Holy Ghost church

Holy trinity Lutheran church

Hospice of Dubuque Foundation

Jackson county 4-H

Jamie Barwick Hills and Dales Foundation

Jackson county Historical society

Jo Daviess conservation Foundation

Jones county community Foundation

Jones regional medical center

Junior achievement of the Heartland

Junior High rodeo

Kee High Dollars for scholars

Linwood cemetery

Loras college

Luther manor

manchester public Library

maquoketa area Family Ymca

maquoketa community school District

maquoketa Valley chapter Dollars for scholars

medical associates clinic Foundation

meghan Hackett Young professional

mental illness and substance abuse

mines of spain, Friends of

mississippi river parkway commission

multicultural Family center

national mississippi river museum and

aquarium new albin Library

new Vienna area Historical society

northeast iowa community college

northeast iowa Farm and antique assoc.

northeast iowa Food and Fitness initiative

northeast iowa school of music

ohnward Fine arts center

opening Doors

opportunity passport

osborne partners for Education

power of prayer

preston area Betterment Fund

project concern

promise to our Youth

riverview center

rural Heritage

sacred Heart school Endowment

safe Haven Humane society

st. columbkille catholic church

st. Elias the prophet Greek orthodox church

st. Joseph the Worker catholic church

st. mark community center

st. patrick school (Waukon)

st. Vincent Depaul society

seton catholic school

sherrill Fire protection association

the s.o.U.r.c.E.

step by step

stonehill Benevolent Foundation

summit congregational church


tri-state trail Vision

tribute to teachers

two by two campus, inc.

University of Dubuque

Very special arts of Dubuque

Veterans memorial Healthcare Foundation

Wahlert High school scholarship

Wartburg theological seminary

Waukon High school athletics program

Waukon Wellness center

West Delaware scholarship

Westminster presbyterian church

Women’s Giving circle

YappErs (Youth area philanthropists)

stronG NONprOFits s t r o n G N O N p r O F i t s



stronG NONprOFits s t r o n G N O N p r O F i t s

2013 GraNtmaKiNG

in 2013, the community Foundation granted more than $3.4 million to local nonprofit organizations, both through donor-advised funds and its own grant programs includingcommunity impact Grants, Women’s Giving circle Grants and YappErs Grants.

2013 Grants by issue area

Grants from Donor-Advised Fundsarts and culture 3.53%community Development 14.62%Disaster relief .46%Education 38.08%Environment 4.1%Health 8.62%Human services 13.63%religion 12.07%Youth Development 4.89%

Community Foundation Grant Programsarts and culture 4.8%community Development 4.8%Education 38.14%Human services 17.09%religion 35.16%

Grants by Geographic Area

allamakee $145,151

clayton $48,332

Dubuque $2,787,536

Dyersville area $15,068

Jones $1,560

Jackson $319,216

Delaware $139,413

0 500,000 1,000,000 1.5M 2.0M 2.5M 3.0M

2013 Grants by Fund Type

Designated 35.39%

Donor-advised 38.95%

agencies 13.58%

Unrestricted 4.38%

scholarships 4.04%

Field of interest 3.67%



in addition to the grants that our donors give to nonprofits through their funds, the community Foundation supports nonprofits through several grantmaking programs.

community impact Grants, awarded throughout northeast iowa from the unrestricted funds of the community Foundation, support efforts to improve policies and practices in order to have the greatest possible impact. applications are available in november; grants are awarded in February.

the connections Grantmaking program is an opportunity for area nonprofit organizations to connect directly with the Foundation’s donors to receive funding for specific needs or projects. after approving a nonprofit’s connections Grant request, the Foundation posts the request on its website and notifies donors with matching interests. applications and awards take place on an ongoing basis.

Women’s Giving circle Grants are awarded to organizations that provide a service that helps individuals—especially women and children—gain self-sufficiency and/or eliminate barriers to opportunity. applications are available in april; grants are awarded in June.

Yappers (Youth area philanthropists) Grants aim to provide Dubuque county youth-serving agencies with the opportunity to strengthen and grow their programs. applications are available in February; grants are announced in april.

corporate Grantmaking The Community Foundation also works with corporations to support grant programs including:

theisen’s more for Your community corporate Grant program annually makes grants to all 17 theisen’s Home • Farm • auto store communities to jumpstart and/or sustain projects serving the basic needs of families and children, including food, shelter, education, safety and health. applications are available in may; grants are awarded in november.

mediacom arts and culture Grants provide funding annually to Dubuque arts and “non-arts” organizations to support a distinct aspect of the organization’s arts activities, such as a one-time event, a single production, an exhibition, an educational seminar, or series of related arts activities, such as art classes or training sessions. applications are available in June; grants are awarded in october.

commUnitY FoUnDation GraNtmaKiNG prOGrams

stronG NONprOFits s t r o n G N O N p r O F i t s

0 500,000 1,000,000 1.5M 2.0M 2.5M 3.0M



Theisen’s More for Your Communi

Mediacom Arts & Culture

Connections Grants


Communi Impact

COMMUNITY FOUNDATION GRANTSAnnual Grant Application Windows


one goal of the community Foundation is to create long-term solutions to community challenges. many issues are best tackled through collaboration with multiple partners and key players; we bring those people together to create a shared vision for change.

the community Foundation carries out its community leadership work through focused initiatives like Every child/Every promise (children and youth), project HopE (poverty and employment) and Green and Healthy Homes (safe and healthy housing).

We bring together partners and resources around important community needs to improve systems that serve people. collaboration can fill funding, knowledge and service gaps that no single entity can address alone.

Visit www.dbqfoundation.org/ initiatives to learn more.

WE sHED LiGHt on LocaL nEEDs anD embrace tHe pOWer OF cOLLabOratiON

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the community Foundation's speak Your peace initiative brought its message of civility to Jefferson middle school students participating in the LEap after-school enrichment program.


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The Dubuque Campaign for Grade-Level Reading is a collaborative effort by funders and nonprofit partners across the community working to ensure that more children succeed in school and are prepared for college, a career and active citizenship. the campaign focuses on the most important predictor of school success and high school graduation: grade-level reading by the end of third grade.

every Child/Every Promise, in strategic alliance with the community Foundation, engages our community to promote collaboration among youth-serving agencies, eliminate duplication of services, gather effective data, and create a more efficient system to deliver the Five promises to Youth: caring adults, safe places, a Healthy start, an Effective Education, and opportunities to serve.

The Foundation for Dubuque Public Schools promotes the importance of public education and builds community involvement to enhance education for the present and the future. it is housed in the community Foundation for greater stability, cost-sharing and collaboration, and partners with the Foundation on many important initiatives.

The Dubuque Green and Healthy Homes Initiative offers integrated health, safety, lead hazard reduction, energy efficiency and weatherization interventions in low- to moderate-income homes. the result is safer and healthier children and families, stronger communities and improved economic opportunities.

Project HOPE, together with a strong set of partners, seeks to improve inter-agency collaboration and increase access to services in order to connect disengaged youth and adults to education and employment opportunities. the city of Dubuque and the community Foundation have partnered to support project HopE since 2008.

speak Your Peace is an awareness campaign promoting a welcoming and vibrant Dubuque community. civility is the keystone of building trust and relationships in all facets of community life and supports the fundamentals of a progressive society.

YAPPERS (Youth Area Philanthropists) are high school students who meet to engage in teambuilding and leadership activities, to discuss issues surrounding youth philanthropy and to plan service projects and fundraising events in support of their annual grantmaking program.

to make a gift to any of these initiatives, call us or visit www.dbqfoundation.org/initiatives.


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Frederick Hoag left high school at age 14 to help with his father’s logging truck business. the pair worked in the woods for 20 days at a time, living out of the truck and taking turns sleeping and hauling logs to keep the business operating 24 hours a day.

When his father closed the business, Frederick bounced from job to job, often working both first and third shifts to make a living. He worked at thermo Fisher scientific for 5.5 years before the plant closed. next he landed at Quad Graphics, which closed a little over a year later.

Quad Graphics’ employment assistance led Frederick to opportunity Dubuque, a training program created by a coalition convened through the community Foundation’s project HopE initiative.

opportunity Dubuque participants are selected through an interview and assessment process and receive full scholarships for training at northeast iowa community college. Graduates can then choose to interview with employers seeking skilled entry-level employees at $10-$18 an hour or to continue their education by earning a degree.

Frederick was accepted into the program but couldn’t enroll unless he earned his GED. Determined not to miss out on this opportunity, he studied 10 hours a day, seven days a week, and earned his GED in just three and a half weeks. He started the welding program three days later.

“it was an awesome day when i found out i passed,” says Frederick. “my nine-year-old son would always come to me for help with math homework and i couldn’t help him. now he’s learning fractions and i can help him.”

Frederick graduated from the opportunity Dubuque program in august and is now employed at a.Y. mcDonald manufacturing company in Dubuque.

“a few years ago, if i’d wanted to take a course like this, it would have cost thousands,” he adds. “people who are laid off or low income can’t afford that. the best part was when they said it would be no cost to me. i just needed the will to make it happen.”

after two layoffs in less than two years, Frederick Hoag has a new career in welding thanks to opportunity Dubuque, a program made possible by the community Foundation’s project HopE initiative.

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the impact of collaborationopportunity Dubuque was created by a coalition convened through the community Foundation’s project HopE initiative. partners include:

• the circles initiative • the city of Dubuque • community Foundation of Greater Dubuque• Dubuque community school District• East central intergovernmental association• Greater Dubuque Development corporation• iowa Works• northeast iowa community college


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in mid-July, most kids are savoring the freedom of summer. school is a distant memory best avoided by riding bikes, going to the pool, and sprinting to the ice cream truck.

Eight-year-old Kamerreon, however, is reading—and enjoying it. “i read to my little sister,” he says. “i like it because when she’s grown up, i won’t have to read to her anymore. she’ll be able to read by herself.”

Kamerreon is one of 47 kids who participated in the summer academy, a pilot program focused on maintaining or increasing the reading proficiency of students over summer break. Evidence shows that students experience learning loss during the

long summer months when they are not engaged in learning activities on a regular basis.

the summer academy is a prime example of the community Foundation’s community leadership work—convening partners and resources around a critical issue to fill funding or knowledge gaps that no single entity can effectively address on its own. By bringing together program providers, schools and funders, the goal of the summer academy is to ensure that students continue to learn and enjoy new experiences with a rich array of programming.

summer academy staff member Erica olds’ brother was in the program. “i’ve seen his growth,” she says. “i can see an impact on these kids and it’s definitely helping.”

“Now I have a whole book collection. And I will remember that this summer I got to ride on a riverboat for the first time ever.” –Kamerreon, third grader at prescott Elementary

the importance of third GradeThird grade is a critical milestone for reading success because it is the point at which students stop learning to read and start reading to learn. Studies show that 74% of students who fall behind in reading proficiency at the end of third grade do not graduate from high school. Some states even predict their future prison populations by looking at third grade reading scores.

sUmmEr acaDEmY: reaL impact FOr reaDiNG success

this summer, 47 kids participated in the summer academy, a pilot program focused on maintaining or increasing the reading proficiency of students over summer break.



since 2004, the community Foundation of Greater Dubuque has nurtured and developed affiliate foundations in the rural counties of northeast iowa. community leaders in allamakee, clayton and Delaware counties, together with the Dyersville area and, most recently, Jackson and Jones counties, have embraced the community foundation model as a platform to build individual philanthropic funds.

With over 200 affiliate endowment funds, these communities are growing strong, sustainable sources of income for schools, churches, healthcare centers and other local needs.

aFFiL iatE FoUnDations: buiLDiNG eNDOWmeNts tO suppOrt LOcaL NeeDs

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FoUnDation For tHE FUtUrE oF DELaWarE coUntY: cOmmuNitY impact

the Greeley Fire Department is known as an ambitious bunch. inspired by a call to serve the safety needs of their community, the department planned and built a new fire station last year.

chief Dave pierschbacher led the effort to raise the dollars from grants and gifts, and partnered with the Foundation for the Future of Delaware county to create a project fund.

the non-endowed fund is a way for nonprofits and community organizations to focus on relationship building and their core missions while the community Foundation takes care of gift accounting and acknowledgements. the Department met their fundraising goal in record time and celebrated a grand opening in the spring.

the new station now serves as a training and response base for the dedicated volunteers, and a final portion of the project fund was used to create the Greeley Fire station Endowment, which is now growing with gifts from thankful community members.

FFDC Board of Directors

Beverly rahe, Executive secretaryJerry BurkeJill Buschman Jim FisherLarry Gritton Joy JagerJackie Johnson Keith KramerGlen puffett cindy Vorwald

FFDC is proud to host these funds in addition to the agency endowments found on page 16–17.

aarron Kimball prize for science Endowmentandrea Bockenstedt Live Your Life Endowment community Fund to rebuild Lake DelhiFairview cemetery Field of interest EndowmentLarry and Jean Gritton scholarship Endowmentmaquoketa Valley alliance Donor-advised FundJoan pruess scholarship Endowment for Ed-cosmall miracles Endowment

Visit www.dbqfoundation.org/FFDC

members of the Greeley Fire Department (left to right): terry Brady, chief Dave pierschbacher, mark Wiley, Waylon Fry, Gary Johannes and rod nurre

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When Dustin Eglseder passed away from osteosarcoma at the age of 23, his family wanted a way to keep his memory alive for generations to come.

Growing up in the small town of Guttenberg, he took advantage of many community and school activities, with baseball, music and swimming among his favorites. Friends and family’s most cherished memories of Dustin include: his huge grin playing little league baseball at the Darwin Duwe Field; seeing him as a tan, skinny, little kid who spent all possible waking hours at the Guttenberg pool; and listening to his vocal solos and duets as part of the clayton ridge swing show.

after Dustin’s passing, his family struggled to find the best way to cherish his memory. Because he was involved in so many activities, selecting one cause to support was difficult. they also wanted a way to ensure his memory was kept alive for years to come and talked about options for several years, “knowing” the right opportunity would came along.

When they learned about clayton county Foundation for the Future endowments, they knew that was exactly the way Dustin would want to be remembered. the family established the Dustin Eglseder memorial Endowment for Guttenberg Youth. Every year, the family will

award grants to an initiative that benefits Guttenberg youth, whether it be sports, music, recreation or something else. they are excited about giving back to a community that gave so much to Dustin throughout his life.

cLaYton coUntY FoUnDation For tHE FUtUrE: iNspireD bY memOries

CCFF Board of Directors

Darla Kelchen, Executive Director Harry Blobaum patti Gernertom Gifford roger HalvorsonJim moritz andy reimer pastor Harold mcmillin

Visit www.dbqfoundation.org/CCFC

CCFF is proud to host these funds in addition to the agency endowments found on page 16–17.

Dan Barton Family Endowment for northeast iowa community collegeDan Barton Family Endowmentclay-Gar Veterans memorial ccFF Fund for EntrepreneurshipLeroy and colleen Darby Family Endowed Donor-advised FundDustin Eglseder memorial Endowment for Guttenberg Youth Fitzgerald Endowment for Dairy Education Dr. russell and Juanita Loven Endowment for niccDr. andy and mJ smith Donor-advised FundWebster Fine arts scholarship Endowment

(Left to right) Dustin Eglseder’s father John Eglseder, sister amy clefisch and mother rose Eglseder honored his memory with an endowment fund to support Guttenberg youth.

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Baseball fan Dustin Eglseder at Wrigley Field in 2007.


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(Left to right) Veterans memorial Healthcare Foundation leaders nancy shoh, Gloria Krambeer, Dennis Lyons and Bill shafer are building an endowment to support their community’s hospital.

ACCF Board of Directors

Jeff abbas sheryl Evansonanthony Gericke Tim Heiderscheitrachelle Howe Joan mccormickBill nation Bruce reVoirBarbara Winters

Visit www.dbqfoundation.org/ACCF

ACCF is proud to host these funds in addition to the agency endowments found on page 16–17.

allamakee county new Beginnings poverty assistance Fundallamakee Disaster assistance FundHermeier Endowed Fund for Waukon Hermeier Fund for Waukon High school athleticsKeeland Endowment for Early childhood

Veterans memorial Healthcare Foundation leaders were inspired this past year to make robust plans for their future through the Veterans memorial Healthcare Endowment to Educate, retain and recruit.

the busy hospital in the heart of Waukon, the county seat of allamakee county, meets the needs of area residents of all ages. physicians, nurses and therapists must be continually recruited and educated to deliver state-of-the-art care including surgical procedures, emergency room

visits and outpatient therapy. the annual endowment payout will help underwrite that cost.

the agency endowment fund is an example of how existing foundations in the region partner with the community Foundation to create a vehicle for patients and residents to give back, receive an Endow iowa 25% state tax credit, and know they are supporting a healthy impact, forever.

Founding Board member Gloria Krambeer says, “i remember our very first holiday fundraiser. We have come a long way since then, and this new endowment is the next exciting step, knowing we are building a strong future for our hospital.”

members of the new Vienna area Historical society are excited about sharing stories of their community’s past. the society’s Heritage House museum, located on Highway 136 in new Vienna, is open to visitors in the spring, summer and fall. Volunteers greet museum patrons and enthusiastically share area history and period antiques, as well as military artifacts from citizens that have proudly served our country.

this past year, leaders of the society established a new agency endowment. as volunteer andy Willenborg explains, “With many of our members becoming older, we are actively engaging individuals to ensure the museum remains vibrant and relevant for future generations so they may also become involved in preserving the area’s history. annual payouts from our endowment will cushion operating expenses and also jumpstart new projects that will benefit the preservation of our area’s history.”

society members produced a mailing for current and past residents, area businesses and alumni of st. Boniface High school to invite their partnership in supporting the new endowment. in addition to receiving an Endow iowa 25% state tax credit, supporters would also know that they are preserving the life and times of a place they love.

DYErsViLLE arEa commUnitY FoUnDation: iNspireD tO preserVe HistOrY

DACF Board of Directors

nancy Dunkel, Executive DirectorJeanne coppola ted Deaconmike English sharon GudenkaufJim Heavens Lisa maiers Tim pinsBill posey Dave schroedermark singsank mary Ungs-sogaardsheila tegelerKarla thompson

DACF is proud to host these funds in addition to the agency endowments found on page 16–17.

nancy and Ken Dunkel Donor-advised Endowmentpatricia Gassman EndowmentWilliam and claudia Heiderscheit Endowment

Visit www.dbqfoundation.org/DACF

(Left to right) new Vienna Historical society members carol Willenborg, Delores neuhaus, Kay Westhoff and mary Jane Boeckenstedt

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the community Foundation of Jackson county affiliated with the community Foundation of Greater Dubuque in January of 2013. the 30-year-old community foundation was initially started by forward-thinking community leaders with the support of the local financial institutions. as a free-standing community foundation, caring donors built more than 60 charitable funds to support community needs.

“our foundation has existed for over 30 years and we experienced great growth initially,” explains Board member Loras Herrig. “However, we found our staff time was spent on clerical duties and not enough time was spent with donors and potential donors. We felt through affiliation we could take advantage of staff expertise and the strengths of the community Foundation of Greater Dubuque.

“Being new to the family of affiliate foundations, we have not been disappointed. nancy Van milligen and her team have welcomed us and elevated our foundation immediately.

"our directors are re-energized with new enthusiasm and responsibility. We feel we have respected the past intentions of our original board members but also adjusted to changing times in a way that will create community impact.” Board chair Lenke carson adds, “Great things happen when you take action. affiliation is a stepping stone in the right direction for us. i believe that five years from now, our Foundation will be healthier in many aspects with a proactive focus on what is most important: the needs of Jackson county.”

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the community Foundation of Jackson county Board of Directors and supporters: (Back row) steven Kahler, Loras Herrig, Dwain trenkamp (trustee), angela petit, chris nissen; (Front row) Lenke carson, nancy Johnson, Valerie Horst, Dr. Darwin schipper, Elaine Edwards (trustee)

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CFJC Board of Directors

Lenke carson Loras Herrig Valerie Horstnancy Johnson steve Kahlerchris nissen Darwin schipper

Visit www.dbqfoundation.org/CFJC

CFJC is proud to host these funds in addition to the agency endowments found on page 16–17.

aW sunleaf Fund benefiting the Bellevue High school Bandcornelius Family Endowmentpreston area Betterment Endowment Fund and EndowmentBellevue Education Fund and Endowmentpreston Education Fund and Endowment andrew Education Fund and Endowmentmaquoketa Education Fund and EndowmentYouth Fine arts Fundmt. Hope mausoleum Fundmt. Hope cemetery Fund pBnJ - Youth philanthropy Board Fund maquoketa arts Experience Bellevue safety Fund

JCCF Board of Directors

cali Beals Doug Edelpete Eichorn Dr. David GilchristBrian Lubben patty manueltanya rogers Dean Zimmerman

JCCF is proud to host these funds in addition to the agency endowments found on page 16–17.

Bud and Georgia Johnson charitable FundBud and Georgia Johnson minntex citrus charitable Fundray “razor” schneider Living Endowment for Youth Fund

Visit www.dbqfoundation.org/JCCF

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the Jones county Endowment Fund transitioned to the Jones county community Foundation this past year and affiliated with the community Foundation of Greater Dubuque.

the Jones county board has focused on grantmaking, funding trails, art festivals, scholarships and regional health care, as well as emergency medical services in both anamosa and monticello.

Generous donors in Jones county have already been proactive in building community Foundation endowments; the board will now educate and advocate for growing permanent funds in places like martelle, Wyoming and oxford Junction to support the great Jones county forever.

“We are excited about our new partnership with the community Foundation of Greater Dubuque,” says Board chair cali Beals, “and aspire to the same philanthropic success that other affiliate foundations have achieved.”

JonEs coUntY commUnitY FoUnDation: GraNtmaKiNG impact

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(Left to right) the Jones county community Foundation Board of Directors: cali Beals, pete Eichorn, Doug Edel, Dean Zimmerman, tanya rogers, Dr. David Gilchrist and amy manternach (cFGD Vice president of philanthropic services). not pictured: Brian Lubben and patti manuel.


baLaNce sHeet (June 30 2013, 2012, 2011, 2010 and 2009)

2013 2012 2011 2010 2009




Cash $557,608 $186,620 $251,066 $185,504 $132,573

Investments $42,419,556 $29,146,160 $26,561,358 $19,300,744 $15,933,262

Receivables $1,582,672 $1,759,456 $2,262,614 $1,609,668 $791,473

Other Assets $111,524 $87,008 $106,970 $158,291 $91,947

total assets $44,671,360 $31,179,244 $29,182,008 $21,254,207 $16,949,255





Funds Held For Others $6,635,770 $3,451,882 $3,262,952 $2,815,330 $2,295,038

Amounts Due Under Annuity Agreement $77,202 $63,521 $80,666 $42,890 $2,080

Accounts Payable, Accrued Expenses $247,496 $210,723 $145,711 $149,598 $162,901

total Liabilities $6,960,468 $3,726,126 $3,489,329 $3,007,818 $2,460,019

Net assets $37,710,892 $27,453,118 $25,692,679 $18,246,389 $14,489,236

total Liabilities and Net assets $44,671,360 $31,179,244 $29,182,008 $21,254,207 $16,949,255

these are not the complete financial statements and related notes to the financial statements of the entity. copies of the community Foundation of Greater Dubuque audited financial statements and irs Form 990 are available upon request.









02007 2008 2009 2010 2011 2012 2013





$1,027,750 $1,262,192




$3,456,276 m

tOtaL GraNts aWarDeD

























02009 2010 2011 2012 2013

baLaNce sHeet (June 30 2013, 2012, 2011, 2010 and 2009)

2013 2012 2011 2010 2009




Cash $557,608 $186,620 $251,066 $185,504 $132,573

Investments $42,419,556 $29,146,160 $26,561,358 $19,300,744 $15,933,262

Receivables $1,582,672 $1,759,456 $2,262,614 $1,609,668 $791,473

Other Assets $111,524 $87,008 $106,970 $158,291 $91,947

total assets $44,671,360 $31,179,244 $29,182,008 $21,254,207 $16,949,255





Funds Held For Others $6,635,770 $3,451,882 $3,262,952 $2,815,330 $2,295,038

Amounts Due Under Annuity Agreement $77,202 $63,521 $80,666 $42,890 $2,080

Accounts Payable, Accrued Expenses $247,496 $210,723 $145,711 $149,598 $162,901

total Liabilities $6,960,468 $3,726,126 $3,489,329 $3,007,818 $2,460,019

Net assets $37,710,892 $27,453,118 $25,692,679 $18,246,389 $14,489,236

total Liabilities and Net assets $44,671,360 $31,179,244 $29,182,008 $21,254,207 $16,949,255

these are not the complete financial statements and related notes to the financial statements of the entity. copies of the community Foundation of Greater Dubuque audited financial statements and irs Form 990 are available upon request.

community Development

Disaster reliefEnvironment

arts and culture


Health, General



Human services




tOtaL assets

total charitable Lead trusts

total operating Funds

total non-Endowed Funds

total Endowed Funds

GraNts bY issue area (2013)


bOarD OF DirectOrs

Tim conlon chairconlon construction

John o’connor Vice chairo’connor & thomas, p.c

Brian KanetreasurerKane, norby & reddick, p.c.

Donnelle Fuerste secretarymetrix co.

phil ruppelimmediate past chairretired Business owner

Jane Hasekaffiliate representative Former president, allen college

stephen JuergensFuerste, carew, Juergens & sudmeier, p.c.

Jesus avilesmystique casino

W.r. KlauerKlauer manufacturing co.

Dr. Ed altFormer chief medical officer, medical associates

Jeanne LauritsenWomen’s Giving circle

nancy Van milligencFGD president/cEo

emeritus bOarD members

Walt pregler Linda southwood Ken townsend

iN memOriam

the community Foundation Board of Directors remembers founding board members Eldon Herrig, Leo mccarthy and Dave rusk for their legacies of service and generosity.

Ken FurstExecutive committeemcGladrey & pullen, LLp

charlie Glab Executive committeemorrison Brothers

Dick Friedmanretired

Jim theisen theisen’s Home • Farm • auto

sarah HarrisGreater Dubuque Development corp.


americOrps aND iNterNs

(Left to right) Willie slayden, Youth service coordinator; Katie Foust, Every child/Every promise coordinator; Jenna manders, summer intern; Jon aguilar, communications assistant; teresa o’Brien, philanthropic assistant.

Dan Hartman (not pictured) volunteers weekly at the community Foundation.

prOGram cOOrDiNatOrs & GraNt-FuNDeD pOsitiONs

cOmmuNitY FOuNDatiON staFF

nancy Van milligenpresident/cEo

Eric DregneVice president of strategic initiatives

amy manternachVice president of philanthropic services

Hillary BakerDirector of communications

Kari mccannDirector of philanthropic and nonprofit partnerships

Kristin Kluesnercpa, Director of Finance

m.J. smithDirector of affiliate Foundations

rebecca KruseFinance assistant

peggy JohannsenDevelopment Director, Foundation for Dubuque public schools

Jessica roseDirector of strategic initiatives

Erin reinickeGreen and Healthy Homes initiative

marianne YuntDevelopment programs coordinator

abby Finkenaueraffiliate communications assistant

The Roshek Building700 Locust Street, Suite 195Dubuque, IA 52001

Phone: [email protected]

Printing generously donated by Union-Hoermann Press

thank you!The Community Foundation of Greater Dubuque Board of Directors, staff and affiliates would like to express appreciation to you: the individuals, families and organizations who give with gifts of time, dollars and personal experience to keep our region strong, thriving and vibrant.