stronger... - ThedaCare

“It’s easy to make a buck. It’s a lot
tougher to make a difference.”
Ways to Give
– Tom Brokaw
Every gift – big or small – makes an impact. While donors
generously contributed more than $350,000 to Theda Clark
Medical Center Foundation in 2011, individual gifts varied
greatly. There’s no right or wrong way to lend a hand. Taken
together, the funds gain power and the strength to make a
difference.
While it would be impractical to share every story of where
the money went in 2011, we hope you enjoy the real life
impact described in the “Your Gift in Action” stories sprinkled
throughout this report.
Make an immediate impact or provide long-term support
in a variety of ways:
Gifts of Cash. Cash gifts of any amount can be made in
memory or honor of a loved one, if desired. These funds often
make a difference immediately by supporting programs,
education, and research.
Gifts of Appreciated Assets. Non-cash assets, such as
common stock, may offer additional tax advantages and also
help avoid capital gains tax on the appreciated value.
Trusts & Annuities. Significant tax advantages make
charitable trusts and gift annuities an attractive option. With
a trust, the donor receives a financial return on the donation
throughout his/her lifetime.
Endowed Named Funds. Donors can establish an
endowment fund with $10,000 or more (payable over 3-5
years) to support a particular program or initiative. Only tapping
into the interest, the principal remains intact, ensuring that
important programs will be sustained into perpetuity.
Gifts by Will. Inserting the sentence “I bequeath $_____
or _____% of my estate to Theda Clark Medical Center
Foundation” may cost you nothing today, but will certainly help
serve our mission in the future. A willed gift can also help reduce
the donor’s estate taxes.
Other. The Foundation staff is happy to discuss any other gift
arrangements or naming opportunities, as well. Please contact
the Theda Clark Medical Center Foundation at (920) 720-7322
for more information.
2011 Financial Overview
Overall, 2011 was a solid year financially. Theda Clark
Medical Center Foundation met our fundraising goals
through successful events, sponsorship relationships,
and generous individual contributions. While the year
proved to be difficult for investments, we continue to
be positioned well for the start of an economic recovery.
In addition, responsible management of available funds
maintained net assets at a nearly identical level over the
last few years. Finally – and perhaps most importantly
– the Foundation provided grants and community
support to a variety of worthy causes, forwarding our
mission and planting the seeds for future growth
and prosperity. Please take the time to review the
information in this report regarding grants, scholarship
awards, and the real-life stories detailing the impact of
your contributions in the Your Gift in Action spotlight
articles. We grow stronger together.
Total Revenue = $372,067
This number represents the funds
raised by Theda Clark Medical Center
Foundation through new contributions.
This number does not reflect pledge
payments on a capital campaign.
Investment Gains / (Losses) = ($635,189)
Our professionally managed investment
portfolio reflects the condition of the
overall economy in 2011. Long-term,
we continue to average adequate gains.
Grants and Community Support = $115,683*
The Foundation’s Board of Directors
uses approximately five percent of
the total unrestricted assets to fund
initiatives outside of capital campaigns
each year.
* Reflects total amount paid in 2011.
Net Assets = $30,212,465
The Foundation’s net assets maintained
strength after the economic slowdown.
2011 Report to the Community | Theda Clark Medical Center Foundation 5