For Good. For Ever. The Difference is You

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1 For Good. For Ever. The Difference is You Annual Report 2013

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3 Making a difference starts with an individual. Every time someone decides to get involved in an issue they care about their lives are enriched. When these individuals come together with others we make a better community for all. Pictured on the cover and this page is a mural on the Mullins Park water tower designed and painted by Coral Springs residents to celebrate the diversity within their city. The project, made possible by Community Foundation Fundholders, brought isolated minority populations together for the first time and engaged hundreds of citizens with their previously unknown neighbors many participating in their first civic activity. The Coral Springs project, described as a modern-day barn raising, was made possible through support from Community Foundation of Broward Fundholders. Watch a video of these and other Coral Springs residents come together to paint their water tower. We gratefully acknowledge our friends who make this publication possible. The Harry T. Mangurian, Jr. Foundation, Inc.

4 Our Mission: To provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter.

5 Powerful, effective and rewarding philanthropy occurs when the impact of your giving is driven by your values those core beliefs you most closely associate with who you are and what you believe in. Those things that motivate you in your life s journey should also be a part of your philanthropic journey because when they do, magic happens. That is what makes the Community Foundation of Broward so unique. We work side by side with you to help define and distill your values and express them through gamechanging philanthropy: philanthropy that makes a difference, a difference that is you. This year the Foundation raised more than $48 million and returned millions of dollars to Broward, making 2013 a record year in both growth and impact. As you read this annual report, you will see that this progress is driven by individual Fundholders who partner with us to fulfill their philanthropic goals. We would like to thank these Fundholders, community leaders and collaborative partners. We could not do this work without you the difference is you. Wendy S. Masi Board Chairman Linda B. Carter President/CEO (l-r) Wendy Masi and Linda Carter Annual Report

6 Your Board The Community Foundation of Broward s Board of Directors come from different neighborhoods, different perspectives and have different expertise. Each one of them makes a difference, together they make a better Broward cfbroward.org 7

7 * 1 Wendy S. Masi, Ph.D., chairman is a retired dean, Nova Southeastern University. She is chair of the A.L. Mailman Family Foundation, president of the board of the Lovewell Institute for the Creative Arts, and co-founder of the Love Jen Fund for Joe DiMaggio Children s Hospital Foundation. Wendy is also a founder of Camp Boggy Creek, one of Paul Newman s Hole in the Wall Camps. * 2 James B. LaBate, vice chairman is a Senior Portfolio Manager with Morgan Stanley. Active in the community, Jim is past chairman of the Broward College Foundation and is a graduate of Leadership Broward. He has also served on numerous other philanthropic and corporate boards. * 3 William A. Snyder, secretary is the founder of the law firm of Snyder & Snyder, P.A., and is an adjunct professor of law at the University of Miami Law School Graduate Program in Estate Planning. He is a fellow in the American College of Trust and Estate Counsel (ACTEC). Bill was recognized by Worth magazine as one of the Top 100 Attorneys in the United States, and has been listed in Florida SuperLawyers and The Best Lawyers in America in Trusts and Estates. * 4 Karen Mitchell Curran, treasurer an audit partner at KPMG LLP, Karen is the Office Managing Partner of KPMG s Fort Lauderdale office. She serves as Chairperson of KPMG s Network of Women in South Florida as well as their Diversity Council. She has been honored by the Boys and Girls Club as one of the Outstanding Women of Broward County. She has served on the Board of Miami City Ballet and is a past Board President and Board Chairman. * 5 Joan K. Crain, at large is Senior Director and Wealth Strategist for BNY Mellon Wealth Management. She is a Certified Financial Planner. Joan is a member of the Executive Committee and co-chairs the Trust Legislative Committee for the Florida Bankers Association. She is also Chairman of the Professional Advisors Council of the Community Foundation. * 6 Armando Leighton Jr., at large is founder and chief executive of CRS Jet Spares, a global supplier of aftermarket parts for private jets. Armando has received the Sun-Sentinel s highest business honor, the Excalibur Award. He is a NSU Huizenga School of Business Entrepreneur Hall of Fame member, past Board Chair of Jack & Jill Children s Center and Gilda s Club South Florida. Armando is a WPBT - Channel 2 board member and Broward Workshop member. 7 Bob Avian began his career as a dancer in more than a dozen Broadway shows including West Side Story and Funny Girl. He received two Tony Awards as co-choreographer of A Chorus Line and Ballroom. Bob was a producer of Dreamgirls, which won six Tony awards. He choreographed London s Follies production, created the musical staging for Miss Saigon, and recently directed the Broadway revival of A Chorus Line. He is a Miami City Ballet board member. 8 Gary Bitner is president of Bitner Goodman, one of Florida s largest public relations firms. He is a founder of the Worldcom Public Relations Group, the largest network of independently-owned public relations firms. Gary is an accredited member of the Public Relations Society of America, past president of the PRSA Greater Ft. Lauderdale and is an International Association of Business Communicators National Gold Quill Award of Merit winner. 9 Margarita T. Castellon has served in both the Florida and U.S. Capitols in government and business relations. She leads the AT&T team that meets the telecommunications needs of government and education in Broward and is on the Adjunct Faculty of St. Vincent de Paul Regional Seminary. Margarita is the recipient of the Economic Development Leadership Award of the Greater Ft. Lauderdale Alliance, the Community Service Award of the Florida Telecommunications Industry Association, and the 2012 President s Volunteer Service Award. 10 Bacardi L. Jackson is counsel and managing attorney for the Florida practice of Tucker Law Group, LLC, an African-American-owned, AV-rated litigation law firm based in Philadelphia, Pennsylvania and Miramar. As a trial and appellate attorney, she practices employment, higher education, personal injury, landlord liability, civil rights, constitutional law and general commercial litigation. She is a Legal Services of Greater Miami board member, Leadership Florida Board Member, Selection Committee Chair and serves on the Broward Community Action Agency Advisory Board. 11 Janet C. Jordan, civic leader, worked for 10 years with the North Broward Hospital District and currently manages a medical practice. She serves on the board of the Leadership Team for Christ Church. In addition to chairing many large fundraising events, Janet has served on the boards of the Broward County Library Foundation, Hospice 100, MOD s SPARK, Pine Crest School Advisory Board, and was a founding member and past president of Byblos. * Executive Committee Annual Report

8 12 Michael G. Landry has been involved in the asset management business since He currently oversees the management of The Pillars Hotel in Fort Lauderdale, a boutique luxury hotel he has owned since Mike is a Director of Small Luxury Hotels of the World and a Broward College Foundation and Broward Center for the Performing Arts board member. He has a Graduate Diploma in International Relations from the London School of Economics and Political Science. 13 Jarett S. Levan is President of BBX Capital Corporation (formerly Bank Atlantic Bancorp), a public company involved in real estate asset management, investment and development, and management of operating companies. He is Executive Vice President of BFC Financial, a diversified holding company and serves on the boards of Broward Performing Arts Foundation, Museum of Art Ft. Lauderdale, Broward Workshop, Greater Ft. Lauderdale Alliance, and Chairs Business for the Arts of Broward. He was Steering Committee Chair of the 2020 Broward County Community Cultural Plan. 14 Alan J. Levy is President and CEO of Great American Farms. He was a founding member of the Performing Arts Center Authority. He is past Chair of Broward Community Alliance: Children and Family Leadership Association, an organization responsible for monitoring Department of Children and Families community programs. He is a board member and past Chair of Broward Workshop and co-chair of the Broward Workshop s Education and Youth Advocacy Committee. 15 Cori Flam Meltzer is an attorney, a Florida Supreme Court certified mediator, and the Principal of CFM Mediation, a full-service civil mediation firm serving clients in South Florida. She is a frequent lecturer on mediation and negotiation strategies as well as how women can be more effective negotiators. She is one of the co-founders and Vice-Chair of the Board of City Year Miami, a nonprofit organization that puts teams of young adults into struggling schools to help kids stay in school and on track to graduate. 16 James W. Monroe is a retired US Army two-star General who served 35 years on continuous active duty as a logistician. After military service he became President/CEO of the AGES Government Group (a subsidiary of Volvo Aero) which provided aircraft service and support to U.S. Government agencies nationally and abroad. He and his wife founded Monroe and Monroe Consulting, a referral-only business, focused on organizational leadership, structure, and efficiency. General Monroe is currently retired and resides in Parkland. 17 Ramon A. Rodriguez was Managing Partner and CEO of Madsen Sapp Mena Rodriguez & Co. He was also a founder and treasurer of DME Corporation, a manufacturing company involved in defense and aerospace. Ray is a board member of WPBT - Channel 2, Performing Arts Center Authority and Broward Workshop. He is past Chairman of the Florida Board of Accountancy, Museum of Discovery and Science and United Way of Broward County and past President of the Florida Institute of Certified Public Accountants. 18 Jacquelyn Rogow, a civic leader, is retired from private law practice. She has served on the Boards of Trustee for Philharmonic of Broward, Women in Distress, Fort Lauderdale Historical Society, Funding Arts Broward and the Broward County Library Foundation. 19 Tony Segreto is retired as long-time anchor of NBC 6. He is on the advisory board of the Huizenga School of Business at Nova Southeastern University. Tony serves on the Orange Bowl Committee and the boards of Forever Family and the Miami Sports Commission. 20 Paul C. Tanner is Senior Vice President Wealth Management, UBS. He is a Board of Governor s appointee to Florida Atlantic University Board of Trustees. Paul also serves on the board of the Museum of Discovery and Science. Former Board Suzanne Y. Allen W. George Allen Elliot B. Barnett* Richard A. Berkowitz Francie Bishop Good James J. Blosser Nancy W. Blosser Holly Bodenweber Francis B. Brogan Jr. Anthony Brunson Gale M. Butler Rita Case Barbara R. Castell D. Keith Cobb Jan C. Crocker Jan R. Cummings Ward J. Curtis Jr.* Shaun M. Davis John B. Deinhardt Elizabeth C. Deinhardt* Louise F. Dill Patricia Du Mont Katherine M. Eggleston Richard L. Engberg Leonard L. Farber* Bernardo B. Fernandez Jr. George E. Gadson Linda L. Gill Daniel E. Gordon Wilson B. Greaton Jr. Howard Greenberg Barbara Grevior William Gundlach Steven J. Halmos Frank E. Helsom Robert J. Henninger Jr. Frederick L. Hicks David W. Horvitz William D. Horvitz* Walter E. Howard Marti Huizenga Edwin A. Huston R. Stephen Hyatt Joseph E. Jack* Nona L. Jones Robert B. Judd Thomas O. Katz Patricia R. Kearns Stewart R. Kester Sr.* Christine L. Lambertus Raymond H. Leightman Susie Levan Marsha O. Levy Herschell Gordon Lewis Jack R. Loving Anne B. MacLean Patricia L. Mahaney Mark R. Maller John C. McKeon H. Kent Mergler Virginia I. Miller Frederick V. Miller Joseph R. Millsaps* Albert J. Miniaci Chris Mobley Jan Moran Thomas P. O Donnell* A. Gordon Oliver* Charles L. Palmer Arlene Pecora Carlos J. Reyes Mary Riedel Leonard Robbins* Sally J. Robbins Roy L. Rogers Barbara Roti John W. Ruffin Jr. Maria T. Sanjuan William L. Shillington Christopher L. Smith Raymond C. Southern George E. Sullivan William F. Sullivan J. Kenneth Tate Judith M. Thiel Norman D. Tripp Leslie C. Tworoger Jose B. Valle Elaine Vasquez Douglas J. Von Allmen John M. Walsh Steven H. Woods * Deceased 8 cfbroward.org

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10 An Exceptional Year 2013 Announced the final For Good Awards winners before 650 supporters of the Re-engage for Good Initiative. Supporters Gifts Received a $43 million gift from the Estate of Mary Porter, the single largest gift in Foundation history. Assets reached a record $153 million OneBroward Successful completion of the $2 million OneBroward endowment campaign to support community leadership efforts. 10 cfbroward.org

11 Invested in the leadership skills of more than 640 nonprofit leaders. Partners The Foundation s School is Cool Initiative goals were adopted by Broward County Public Schools, Broward Workshop and the Children s Services Council of Broward County. Youth Welcomed our 19th and 20th Community Builders, those generous individuals who have endowed Funds of $1 million or more. Community Grants Awarded $5.2 million in grants to causes that matter. Philanthropists Legacy Society grew to 115 philanthropists who have made plans through their wills and trusts to care for their community, representing $144 million in future community investment. Completed build-out of the Foundation s new offices to create a town square for community members to come together to solve Broward s challenges. Annual Report

12 Your Values If someone asked you what your family values are, what would your answer be? It is something you know you have, but often it is not easy to explain. Defining your core beliefs adds strength and impact to your philanthropy. The Community Foundation of Broward works closely with you to shape these values into a philanthropic strategy that advances the causes you care about. This year, Foundation staff met with 136 Fundholders, 62 Legacy Society members and more than 1,000 community leaders in the civic, nonprofit and business sectors. At kitchen tables, here in our office and everywhere in between, these conversations create Funds that make a powerful and enduring difference. Civic leaders like Janet Jordan continue to find this partnership vital to effective philanthropy. When we sat down with the team at the Community Foundation to discuss the values that define our family, suddenly our charitable vision became clear. For the first time our philanthropy truly became a reflection of who we are, she said. The Community Foundation understands our vision and our values and uses that insight to help us achieve the real difference we want to make in the world. - Janet Jordan 12 cfbroward.org Janet Jordan undertakes a values exercise with Foundation staff and Fundholders to help create a philanthropic mission statement that reflects her family s values.

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14 You Create Change Great communities develop ways for diverse populations to engage each other and share a common sense of community ownership and responsibility. This year the Foundation completed its $2 million OneBroward operational endowment campaign to help lead its efforts to build this common purpose and civic interest. The goal was reached thanks to donors who share our belief that the community is stronger when people are connected and actively engaged in ways to make Broward better. The impact of OneBroward is already apparent. Educational forums, national conversations, local discussions and new collaborations across sectors have occurred. The Foundation s new office space, including the Jan and Jim Moran Community Innovation Zone, has delivered a town square for the sharing of ideas and creation of innovative solutions. OneBroward increases the Foundation s ability to lead positive change For Good. For Ever. My husband and I always believed that there wasn t anything our community couldn t accomplish when we worked together for the common good. Through the new Jan and Jim Moran Community Innovation Zone, I know Jim would be so very proud that the Community Foundation has a dedicated space to encourage collaborative partnerships and inspire creative solutions. - Jan Moran For a list of OneBroward donors please turn to page cfbroward.org pictured right: Jan Moran

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16 Your Legacy When Mary N. Porter moved to Broward she wanted to continue her family s philanthropic tradition. She quickly decided the Community Foundation gave her the data and local knowledge she needed to make a difference in the areas that were important to her. For the next decade, Mary worked with the Foundation to give back to Broward. When it came time to make her estate plan, Mary again chose the Foundation to become her eyes and ears after she was gone. Her estate created three distinct Funds that bear her name, totaling $43 million the largest philanthropic gift in Broward s history. One of her Funds, the Mary N. Porter Legacy Fund, is the first of its kind at the Foundation. The Fund is devoted to supporting capital projects throughout Broward. This year the Mary N. Porter Legacy Fund committed $1.6 million in capital grants, including a $1 million grant for expansion of the Broward Center of Performing Arts. It is not only good, but necessary that those of us who have benefited from our beautiful communities extend our philanthropy to make other lives better. - Mary N. Porter 16 cfbroward.org Watch Mary s story. Kelley Shanley, President and CEO of the Broward Center for the Performing Arts and students from the Watkins Elementary School stand in front of the construction site of the new ballroom that will bear Mary s name.

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18 You Innovate In 1987, Sally and her late husband Leonard opened the Leonard and Sally Robbins Fund of the Community Foundation. They chose to create an unrestricted Fund to give the Community Foundation the flexibility to quickly tackle pressing issues as they arise. This year, the Leonard and Sally Robbins Fund is supporting the ground-breaking Re-engage for Good Initiative: City Challenge. City Challenge enables local governments to act as hubs to connect new retirees with ways to create homegrown solutions to neighborhood challenges. These local hubs offer Broward s almost 300,000 residents over 65 a way to connect to their community once retirement eliminates employment and career networks. With more time, and free from the need to commute out of their neighborhoods, these retirees provide a largely untapped pool of civic entrepreneurs. The Initiative enables the huge numbers of newly retired and soon to retire Broward residents to use their time, talent, and years of experience to give back and stay connected to their community. This year, Re-engage for Good partnerships with six Broward cities have seen retirees lead programs to improve pedestrian safety in Fort Lauderdale; provide job coaching for the unemployed in Hollywood; and undertake youth literacy mentorships in Sunrise. Great philanthropy is nimble and adaptive. I m proud my Fund supports innovative solutions to community challenges and can adapt to changing needs. - Sally Robbins 18 cfbroward.org Sally Robbins (standing) with Re-engage for Good retirees working to help unemployed Hollywood residents find jobs.

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20 Your Philanthropy Should be Fun When Deborah Natansohn passed away in 2006, our community lost a leading light in the cruise industry and a passionate advocate for the advancement of women. The first female CEO of a cruise line, Debbie headed the Commonwealth Institute of South Florida, a peer counseling group for executive women. When Debbie died, her family and friends created the Deborah Natansohn Foundation Inc., to continue her work to advance women in business and society. After seven years of working through this private foundation, board members began to see more and more of their time devoted to administration, tax deadlines and annual distribution regulations. This year they decided to convert the private foundation into a Fund of the Community Foundation of Broward. The move freed the board to focus on the joy of giving that honors Debbie s memory and celebrates the difference that will forever define her. Converting to a Fund of the Community Foundation means we can focus on making a difference in the community on issues Debbie truly cared about, said Rena Epstein, Debbie Natansohn s sister and Fund representative. Converting to a Community Foundation Fund means we can have a single focus - making a difference to the community on issues Debbie truly cared about. - Rena Epstein, Fund representative Debbie Natansohn 20 cfbroward.org Debbie Natansohn (above) continues to make a difference in the lives of women at Florida International University s Chaplin School of Hospitality and Tourism Management, such as Kelly Baptist (right), who received her Master s degree in Fall 2013.

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23 You Care Few people are more engaged in their community than Ginny and Tom Miller. Ginny has a well-deserved reputation for getting things done on behalf of countless local causes. Tom heads Miller Construction Company and has built a thriving business well known as one of the premier general contractors in South Florida. When reviewing their estate plans, the Millers considered how to best continue their tradition of giving back to Broward. Their decision? To seed the Ginny and Tom Miller Family Fund of the Community Foundation of Broward through their will. We have worked in Broward for more than 40 years and, of the many organizations we have supported, we feel the Community Foundation is the one best suited to identify the community s needs and make the greatest impact, said Ginny. Tom and Ginny believe the Foundation mirrors their family s approach to philanthropy, We want to be more than just a pocketbook and really know who we are supporting. In the end it is about asking the right questions. The Foundation asks those questions to ensure we achieve the difference we want to make. Philanthropy that really changes things - that really makes a difference - comes from meticulous attention to the effectiveness of those you work with. -Ginny Miller Photo Credit: GoRiverwalk Magazine pictured left: Ginny and Tom Miller Annual Report

24 You Empower For Lauderhill Middle School students getting to class or their local YMCA meant using a dark, littered, and dangerous overpass where many were victims of assault, robbery, and intimidation. It was a trip one student described as, heading into a snake pit where you don t know what will get you. The structure was no longer a bridge, but a barrier. In a diverse and sprawling county of 1.7 million people, such community isolation is a common challenge not easily solved. The Foundation s Art of Community Initiative provides a new way to address these problems. The Initiative is designed to nurture civic-engagement by bringing diverse residents, sectors and organizations together using the arts to address community problems. Now, through an Art of Community grant, Florida International University and YMCA of Broward have launched Own the Pathway. This project creates green space construction around this critical tributary to improve neighborhood safety and connections. Shade, light, sound and color will transform the bridge s oppressive qualities and allow those using the bridge to reclaim a safe structure that visually and acoustically celebrates community strength. This work is something Foundation Fundholder, Francie Bishop Good says will deliver new solutions to age-old problems. The fact that this project is connecting isolated communities demonstrates the power of art to bring people together and solve challenges in new ways. That s why I like working with the Community Foundation - they aren t afraid to try new approaches. - Francie Bishop Good Foundation Fundholder 24 cfbroward.org Eumon Roach (front, left), Jeff Noel (back, left), Kevon Bachelor (back, right) and Kervens Jean-Louis (front, right) were among the children who lobbied city government and officials to improve the overpass. Photo Credit: Sun Sentinel

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27 You Demand Leadership Three years ago the Foundation completed a community-wide needs assessment through extensive research, interviews, information sessions and community conversations. A common issue of concern was education. At that time 25 U.S. school districts produced 1/5 of all U.S. dropouts. Broward was one of them. The Foundation responded by giving voice to different sectors and building consensus. From that work, the School is Cool Initiative was born with a target to increase high school graduation rates to 90% by focusing on middle school success. This Initiative draws from national statistics that show middle school as that fork in the road between academic success or failure. Poor attendance, behavior issues and low course performance (ABCs) in reading and math in the middle school grades clearly predicts high school dropouts. Now, for the first time in the county s history, principals and nonprofit leaders have co-created new programs in nine public middle schools that feed into the lowest performing high schools. The programs range from literacy learning labs and suspension prevention programs, to extended school day tutoring for failing students. The approach is also building community-wide engagement. This year, both the Children s Services Council and Broward County Public Schools have incorporated School is Cool into their strategic plans and the Broward Workshop has adopted it as its number one priority. (l-r) Superintendant Runcie speaks with Foundation Board Members, Wendy Masi, Cori Flam Meltzer and General James Monroe. When I arrived in Broward, the Foundation was one of my first critical connection points to learn more about this community. - Robert W. Runcie Superintendent Broward County Public Schools Annual Report

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29 You Create The Difference When Alvin Ross told Lowell Chick, principle at Chick & Karo CPA, that he wanted to make a difference in Broward, the experienced professional advisor suggested Alvin consider partnering with the Community Foundation of Broward. In conversations with Foundation staff, Alvin outlined his wish to support the caregivers of those suffering from dementia. Now the sixth leading cause of death in the United States, dementia places tremendous strain on the 15 million Americans caring for sufferers of the disease. Eighty percent of this care is provided by unpaid caregivers, 60 percent of whom report physical and emotional distress. In 2013, Alvin and Gloria created the Alvin and Gloria Ross Community Care Fund of the Community Foundation of Broward. Their Fund provides daily living and training assistance to caregivers of those suffering from dementia, particularly those unable to afford care and support services. Working closely with Alvin and Gloria, the Foundation is addressing an issue that impacts millions of Americans each year to ensure Alvin and Gloria are the difference they want to see in the world For Good. For Ever. Whatever we have done in our lives, this charitable legacy is what truly defines who we are. The Alvin and Gloria Ross Community Care Fund will help people who may not be as fortunate as us. That is our difference and our legacy. - Alvin Ross Scan this code to learn more about Alvin, a WWII hero and entrepreneur. pictured left: Gloria and Alvin Ross Annual Report

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31 You Work with the Best When venture capitalists research potential startups they first evaluate the entrepreneurs who lead them. Why? Because a good idea is only executable when implemented by a top-notch executive team. Nonprofit or for-profit, leadership matters! To ensure the nonprofits you support can get the job done on the causes important to you requires us to invest in those agencies leaders. The Foundation s Leadership Institute makes this happen by delivering hundreds of hours of educational, networking and coaching opportunities. Just this year, more than 640 nonprofit staff and board leaders in Broward received instruction in board governance, strategic planning, and talent development in Leadership Institute sessions. Knowing the power of great role models, the Foundation also introduced nonprofit CEOs to business titans for intimate leadership discussions through its Leader 2 Leader program, which provides a forum to discuss topics within the most recent issues of Harvard Business Review. Recruited by Fundholder and entrepreneur, Steven J. Halmos, President of Halmos Holdings Inc., this year s program included: Mike Jackson Chairman and CEO AutoNation Topic: Making Star Teams Out of Star Players Terry Stiles Chairman & CEO Stiles Corporation Topic: Your Company s History as a Leadership Tool Raymond H. Leightman, President of Broward County Northern Trust Topic: The Network Secrets of Great Change Agents James Berger Managing Partner Berger Singerman Topic: The Unmanageable Star Performer Les Weil Principal and Founder Les Weil Consulting Topic: What CEOs Really Think of Their Boards Terry Stiles speaks to nonprofit leaders. Annual Report

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