ࡱ>  bjbjAA 0#y#y 40(BDDDDDD,pp    "B B   pFa@ .0     $pp  h:   Interview with Staff at Community Foundation at Middle Tennessee Interviewers: Luke Russell and Rachel Michel Interviewees: Belinda Dinwiddie, Director of Donor Education and Services Belinda is responsible for establishing and expanding The Foundations ability to invite people from the community to participate in meaningful giving. Belinda most recently served as chief development and community relations officer at the Adventure Science Center for eight years. She has extensive experience in the nonprofit field and has been involved with a variety of civic organizations throughout her career including Center for Nonprofit Management, Rotary, CABLE, the Nashville Chamber of Commerce's Prosperity Project, and the Association of Fundraising Professionals, among others. Amy Fair, Director of Donor Services Amy is responsible for meeting the needs of current and prospective donors, including offering donors a further understanding of all resources and services available to support their philanthropy. She was previously with The Community Foundation from 1998 to 2001, serving in a similar position. Prior to her return to The Foundation, Fair worked as the associate director of leadership donor recognition at The Ohio State University and as the associate manager of supporting foundations for The Columbus Foundation. Rebecca Howerton Finley, Communications Director Rebecca oversees public relations and media relations efforts for the organization. Previously, Rebecca served as a state communications/marketing director for the American Cancer Society where she managed all marketing and media relations efforts for the organization in the state of Arkansas. Prior to that, Rebecca worked in TV news, serving as a reporter in Illinois and Kentucky. Rebecca was recently named a Hull Fellow, a program which nurtures and strengthens the Southeasts emerging leaders in philanthropy. Jennifer Schwartzenberg, Director, Community Initiatives Now in her third year with The Community Foundation, Jennifer oversees the management and development of The Community Foundation's online initiatives, HYPERLINK "http://GivingMatters.com/"GivingMatters.com and HYPERLINK "http://NowPlayingNashville.com/"NowPlayingNashville.com. Jennifer works closely with a variety of community partners to establish and maintain strategic relationships which support the development of both websites as effective tools for cultivating donors, raising revenue, and building awareness and audience for nonprofit programs. Prior to moving to Nashville, Jennifer served as the director of special events for the March of Dimes in New York City. RM: How is the foundation different from, say, business or government organizations in terms of the need it meets for the community. AF: This is an Ellen-ism, so its probably fitting, but, the idea that you know if you look at the overall community, the sort of nonprofit sector represents the third leg of a stool, so that idea that theres business and government and the nonprofit community, and so if one leg is off or not working then the whole system doesnt work necessarily. RM: The CF is unique from other nonprofits is unique from other nonprofits in the community in that its not just meeting a need or providing a service for the community, but its the support system for other nonprofits. AF: Absolutely. But I would say the nonprofit sector, theres a partnership between or there has to be a partnership between the three to have any one particular leg have great success, because certainly where you look at a great example of you know governments have had to do a lot of cutting in terms of some of those basic services and so thats where the nonprofit sector supports and complements. You know true in business, if business isnt doing well, if it is doing well the nonprofit sector can benefit from that if theres a connection between the two, and then the nonprofit sector can come in. Great examples are associations or different groups that bring businesses together to help about those bigger social issues in a community. RM: What sort of specific repercussions have you seen here in terms of the economic recession? Have there been changes in the way youve been receiving money, or trends in giving, or partnerships youve had to build as a result of systems changing, in terms of the government not providing as much money, or business not able to RF: Yeah, I think individuals have become a little more creative because there isnt as much of a cash flow to the market in a lot of sectors, so I think donors have turned to us because of our flexibility and our agility, because we can provide a service for someone who wants to set up a fund in a more creative way. They may not have a whole lot of money, but they want to give back to the community, and we can provide support to do that. JS: and I think through GivingMatters.com we see a lot of nonprofits asking questions about how they might be able to creatively use their profiles on GivingMatters to get the word out about what theyre doing. Were trying to meet that need for them. Weve recently deployed on the site a button that allows nonprofits to print a one-page summary of their profile, that theyre able to present, which is a lot neater and nicer than the 13-18 pages that might print when you print a profile. So were trying to work with nonprofits to creatively use their profiles on GivingMatters. Also theres donate now buttons for each of the nonprofits on GivingMatters. Creating a way for nonprofits that might not have an online giving system or an online presence at all to be able to use their profile for those needs. RF: and to build on that, one step further, its a service to our donors. So for people who come to us and ask questions about where they want to give and how they want to give about, its a service and a way for them to find out about nonprofits, regarding their governance, their programs, information that donors really need to know before making decisions. I think thats probably the most important part of GivingMatters.com for us as an organization, is that it provides information to donors. AF: We have a staff person whose job is to go out and recruit those new donors, and bring them in, and, just thinking about some of the gifts shes working on now Rebecca mentioned this idea that people still want to give, I mean if people are charitably inclined, they find other ways but one of the big things Belinda is working on now is planned giving, so people are deferring their giving. They may not have cash so theyll set up something to benefit the CF in my will or Ill work on some creative mechanism to make sure that I still give something people find ways, whether its volunteering, giving time because I dont have the resources. Certainly events like the flood really brought out the best in everyone, and it really brought out this whole volunteer culture, raised it to another level. RM: On a larger scale, the CF as a whole serves as a leader in terms of leading other nonprofits or people in the community. So not only is there leadership within your organization, but also externally with the rest of the community. What sort of formal or informal practices do you have as an organization, if you can speak about that, that shape the way you deal with the community? Is there a systematic way you think about yourselves as a leader for the community? Is that something you talk about here or think about? Or does it just happen? RF: You probably read on our website, theres a lot of leader, catalyst, convener, I think most CFs serve in that capacity, in their respective communities. I think internally, theres not a lot a lot of discussion about that. I think what we focus on is delivery of services. And so we can deliver, we will be seen as a leader. Were a pretty young CF, so I think we approach things with a lot of energy, flexibility, agility, and entrepreneurial spirit. That is, I think, Ellen sets that tone with us as an organization. RM: I read in an interview with Ellen that she, as youve just stated, sees herself as leading by example. Can you talk a little bit more about her guidance as the head of this organization? AF: I think one of the big things, and part of it is that were a young CF, weve been around 20 years, and for people conceptually to know what a CF is, it takes a really long time. Thats even people internal to an organization, board members, because its a unique concept, so I think one of the ideas when Ellen started the CF, she started it in her garage, so theres that comparison to the whole entrepreneurial culture and Silicone Valley, people starting things in the garage, and I think the big thing is just going out and connecting with the community. And talking to them and especially even in the earliest days the CF really had no money to give away to really anybody, it was 500 dollar grants to ten people, but the idea that we had a lot more to give organizations than just money, and I think that still permeates today. Whether its services like GivingMatters.com to help get information out there, or Ellen gets called all the time oh, can you come talk to me about this and people might ask about money, but then theres also this consultative approach to how you work with the nonprofit community as well as donors, so I think that kind of is true across the organizations. JS: NowPlayingNashville is a great example of that. NowPlayingNashville does not give out money to nonprofit arts organizations for them to do programming, but were able to raise awareness of what theyre doing in the arts and in that community. And putting the arts on an equal playing field of sports and live music and things that are happening that really bring attention to the depth and breadth of culture in the arts in Nashville and Middle Tennessee. Thats why the website exists. Were not giving out money or sponsorships, were able to raise their visibility and help arts organizations thrive. RF: When NowPlayingNashville was born, the question was do we create an endowment for the arts, or do we create something that is going to drive revenue for these organizations?,' which hopefully that is what NowPlayingNashville does. JS: We still talk about butts in seats, heads in beds and thats really the premise of how that, why that started. LR: Changing gears a little bit, were interested in getting more of an understanding of the strategic planning process and whats considered in developing the strategy. Is that something anyone could address? Whats considered? Whose voices are heard in that process? Is that something thats ongoing, or is it reviewed from time to time? RF: The strategic planning process is done at the board level, and its reviewed every four years? Every three? I want to say its every four years its rewritten, re-reviewed, and changes are made based on where we are and what were doing, and thats all done at a board level. However, a year ago we went through an internal process where we created a leadership team, because we didnt have that kind of organization chart in place even two years ago. We were growing fairly rapidly and we needed to put something in place to better create a system for us to report back to Ellen. She just cant talk to each staff person every day all the time. So, that was created and I think that has been helpful as we position our selves in the community, that kind of strategic thinking which gets you the strategic plan. JS: and certainly streamlining. [Belinda joins the conversation] JS: I think while creating those teams, and creating that organization chart, it also was very important for us not to be operating in those silos so to speak. We still work across that organization chart all of the time. I am constantly working with Rebecca and her team, and Belinda, its, that [the chart] exists, but its still very much this way [horizontal]. BD: I think that was a concern early on, that we didnt silo, that each group just felt like they were independent, that we were an organizational whole. That, maybe as a team we concentrate on the areas and needed to focus on certain goals together, but that we couldnt do it without the support of the rest of the group. LR: what challenges or issues to you forecast in the future? Do you do a process of horizon scanning, seeing whats likely to develop as a need and try to be proactive in how you build up competencies or build up resources for that? BD: from my perspective of dealing with donors, we are not just an organization produces programs and then youre getting funding for that, we facilitate other peoples philanthropy. We also give to nonprofits, thru facilitating that. And we serve in the role helping to identify needs because we are trying to build endowments for those needs that are in the future. There are multiple roles there. SO one role we have to look at is to look at some of the needs out on the horizon. Is it going to be, as we know, the aging population? Their needs are going to be great than they have ever been before. What is the community going to need in terms of resources like that, and what can we do to be on the forefront of that. Im not saying that weve done a great job of that so far, but, that kind of an issue what are the issues going forward when we help donors make decisions, not based on just what their needs are and the needs that they see today, but what are the needs going to be in the future. So, I think that is something that always has to play kind of in ours, as we have created a new sports fund here. That was beginning to address an even a greater need, sports has a very positive influence on kids, and kids that are in low-income and are not able to do that, dont have great role models, thats a great place to get that. So thats kind of a subset of that. I also look at it terms of, with donors, because of the economy the way its been for the last couple of years, and the way it continues to be, donors are making decisions differently than they used to. They have less disposable income, or they have the same disposable income, but they are afraid to let go of that disposable income. And so even though the seem to have the same needs to give to the community and the same interests, theyre thinking more in terms of legacy. How do we leave that legacy later on? And so a challenge for us is how do we activate some of those now, get them involved, not in a legacy gift, which is great, we want to do that, but get them involved in some way now so that if there is a freeing up in the next three years and they dont have plans to die for thirty years, theres not that 30 year gap of doing that. And I think that is a need that we in donor services, and looking at looking at going back to folks and seeing what has you relationship been with us and what is it going to be in the future. I think some of our initiatives like NowPlayingNashville, GivingMatters, have all been needs that were identified in the community that we were able to facilitate those in some ways. It may be through funding sources, it may be through the implementation of it as Jennifer and her team has done. But those were needs that to help all those people, the nonprofits tremendously, it helps donors tremendously, it helps segments of population, particularly NowPlayingNashville, the arts are. So those are again needs. RF: and I think Ellen is always looking for ways for us to build competencies. And she is, whether or not we know it, she is forecasting all the time. And I think even with the addition of a director of donor services, based on how the economy has been over the last few years, I think she saw a need there that we needed to fill, so we added a staff person that would be focused on legacy and planned giving, along with Belinda. BD: That we would do a better job of talking to the people that we have been dealing with or havent dealt with in some time. AF: and um, we talked a little bit about the horizon, it kind of reminds me of the current issue. I think that another thing we have to keep our pulse on is the policy environment. Certainly all nonprofits do, but particularly as it relates to charitable giving, because often times we tend to deal with donors who are dealing with more complex giving or more high end giving, some of those policy adjustments affect them more greatly than, say, someone who is making an annual fund gift. So, right now with some of the legislation thats trying to be put through on jobs there are charitable giving components to it and we have to be aware of that environment. And think about what are we going to message to people if A goes through, if B does. So, thats just another kind of forward planning. JS: and that kind of reminds me too, of some of the stuff that GivingMatters is always looking at, the IRS revocations, something that the IRS is taking away from nonprofits that are not in compliance, and thats on a national level, but us kind of keeping n eye on and communicating thru GivingMatters to the nonprofits. We have a monthly newsletter that goes out that has had a series of different types of communication just about that topic. And making sure that were following up with nonprofits that are appearing on that list that comes out every month or 6 weeks. BD: I think, for us, because were not silo-ed, not mono-visioned on any particular subject we are not focused myopically on one kind of thing. We are to be focused, thru us and thru our donors, on a great variety of things, and we have as many donor who are equally involved in the arts as there are donors who are involved in social services, which are very different kinds of giving, and so we always have to be forecasting: what are the interest levels out there, how can we help our donors make better informed decisions, how can we be what we need to be for them, for current donors or future donors that come down. RM: related to your donors and your constituents, as its very broadly defined, what sort of accountability do you have with them? How do you keep track of holding up your end of the bargain? Is there any sort of feedback coming from people that donate or the nonprofits that you work with? BD: I think what its multiple levels, as it is in any organization. The fiduciary responsibility that we have for those dollars, to invest them to do well, for transparency of what we do because more funds than are not, we invest those funds, because we invest all funds that are under 250,000 dollars, which is the bulk of number of our funds. So that one is to do oversee their money, the management of their money, and make sure that it is taken care of, that weve hired the right people, that were getting as fair a return on that as possible. So I think that is it. I think also that it depends a lot on the donors, and thats why donor services again is important. There are donors that come in and say dont talk to me, send me a report once a quarter, Im gonna go online and look at my thing, but I know what Im gonna give to you and I dont want your help to do that. Or there are people like people that Im working with currently, that are doing current fund, and are doing three funds in the future, legacy again, who said we want your help to identify some of those needs that were really involved in in the elderly, senior populations and whats going to happen to them, we want to know when you hear things or when youre doing it. So, theres a responsibility that is different there. I think that theres a responsibility to the nonprofits that we fund to make sure that were giving them resources like GivingMatters, like funding when it comes, but being accessible to them, having them learn, were talking about many of them, we have about 100 endowments here, which are great, theyre wonderful, but really theyre just here because we really havent done a very good job over the years, or since Ive been here, of really helping them take those next steps. Yeah, its great to sit here, but what can we do to help you build on those in the future. But I think those are part of our responsibilities. RF: Ultimately, I think its the stewardship. Ultimately, we have to be good stewards of the money that people entrust to us, and we have to be accountable. JS: and, it circles back around to the question you asked before about us as leaders in the community, and Rebecca mentioned the deliverables. I mean, our delivery, and the transparency, the stewardship, but really just being accountable by how we are able to deliver. I mean, I think about NowPlayingNashville, I think about just the programs that I work on specifically, and the relationships with the nonprofits, with NowPlayingNashville and GivingMatters, t because its online, if somethings wrong, if theres misinformation on there, the way that were able to fix it, because our names attached to tit, thats a huge, huge thing for us. BD: I think the other thing I would say is flexibility. Our donors are not the same. Therere many donors that are very same in other organizations. They have the same kind of demographics, or the same interest, or there was a reason they all got here. We have very very different donors. So our flexibility to be able to help them within what is allowed by the law, if you help them to create what they want to do, their legacy, and I dont mean that as in planned gifts necessarily, but their legacy for today or tomorrow, is something that is a little bit unique to us but is also very important to that part of that. Because I never ever ever ever talk to two people and they have the same need [Examples of people who come to them as donors] every single one of them is different, and the flexibility to help them get to where they want to be is important. AF: so, being good listeners is really really important. RM: okay, sort of big picture questions: what do you think is the foundations greatest asset? RF: well, I think the flexibility [BD: thats what I was going to say!] I think the flexibility is certainly one of our greatest assets. Gosh, thats such a hard question. As someone whos worked here for eight years, our staff is phenomenal. We have such a great staff, and our leadership has done a great job in really hand picking people who are really gonna do a good job. So I think thats really one of our assets, one of our strengths. BD: But I do think that the flexibility of what cfs can do for people, to meet peoples needs, are one of the greatest assets that we have to build on. And our leadership, in Ellen, who at times, it can drive you crazy, any time you have entrepreneurial spirits in your room, it can be ok where are we supposed to focus now? but I think one of the things thats making us successful is the yeah, why not? If thats a need, lets do it. I mean, were discussing a need right now of some things with nonprofits that weve been avoiding doing for years and years and years, but doing it. So I think our greatest asset is probably flexibility. AF: I would say, kind of the simplicity of the mission, this idea of connecting generosity with need, that opens it so much, but that idea of connection, I just think to be a connector in a community is probably the strongest role you can take, thats kind of at the center of everything we do. Making us connections. LR: Interested to ask about the response to the May floods. It sounds like that was a defining event for the foundation. What stands out as what the greatest take-away from a learning perspective, anything you could share with us that has really helped the foundation learn more about itself and how it responds to those types of things? RF: Yeah, I mean, wow, the flood. I mean it certainly increased our awareness in the community. In good ways and bad [BD: more positive than negative] Yeah, definitely more positive than negative. But certainly people who were flood victims reached out to us, some frustrated, some not, after the flood and continue to do that today, through our flood response website [some discussion of re-launching website]. It was a defining moment for that whole connector role in the community. We were the connector between the generosity and the need, and the catalyst and the convener and all of the things that a cf does, was all kind of rolled up and wrapped up into that one moment. So it was certainly a learning experience on many levels. It really stretched us to our capacity in many ways, but I think overall that it was a very positive experience for this organization. BD: I also think that it allowed us to aggressively do some things or be aware of things that we had not been aware of. Corporate care funds were one thing that we had a few of those, but they really came to the forefront, because people were responding to their employees, well we immediately responded to that. I think it reinforced, in my opinion, a lot of what is strong about an organization like CF that can do the response for that. And, not to get into too personal of things, I will say that a great deal of what was done was our communications department. They could have not stepped up and done what they did, and when youre dealing with that much money, that much visibility, that many angry citizens, that many things, there is the potential for tremendous amount of backlash. And they controlled that situation beautifully. So, learning that the organization can do something like that in response to something like that I think was huge. RF: There was a lot of risk management involved, and crisis communication. It was 24-7, and we continue [JS: yeah, it hasnt ended] to deal with that. I think back to the forecasting and the strategic approach to what we do, our role in the flood was defined and developed years before this disaster hit. Because we have a partnership with the city of Nashville, were kind of the repository for cash contributions during disaster. Were named in the citys comprehensive emergency plan. But that goes back to our leadership and Ellens ability to forecast and think through what our role could be in any number of situations. BD: And I, for one, kind of took that lightly. The idea that something like this could happen that could have such a massive impact on our city, I probably, even though I was part of that team that went down to emergency management that night, I dont know that I would have had the foresight that Ellen and the board did to say that we need to be, and leadership did at that time. And that has made me, and I think other staff members, open to thinking about okay, what could - what are things that can impact us that forecasting for the future. And where are we gonna see that. Is everything going to be done online in the future or not? Is there going to be a change in the way that donors look at doing things if the regulations and laws come thru, what impact is that going to have short term and long term? RF: Thats definitely true. It forced us to take a really hard look at our systems. Our online giving system, we had to make immediate changes to it, because we could not handle the rate at which we were getting gifts online, so we had to make some pretty hard and fast decisions, and it did force us to look globally at the systems we had in place. LR: so it sounds like a learning experience. RF: oh, it was a learning experience for us all, I mean, for the entire community. Not just CF, this entire city is redoing its emergency plan because of the disaster and the lessons learned and the organizations that stepped up and helped and what their role might be in a future disaster, so its on every level, government, business, nonprofit, everyone learned from the flood. BD: and our role in that has allowed us to be an organization that people come to that have had problems somewhere else and say okay, you guys handled this very well, what did you do? So then our donors here when there have been disasters other places, look to us, not that they wouldnt have before, but even more now, I think, okay what are the organizations that you see are doing a good job, where are the resources needed in those communitites and know that were gonna have that network when there's stuff going on. RF: Yeah, weve kind of become this consultant for cfs and other communities who have experienced disaster, any kind of major natural disaster youve heard of across the country, their cf has called us and asked us how do we do this, what do we do, we love your website how did you do that, we need better online giving systems, how did you make your grants, can you send your policy procedures in times of disaster. I mean every question you could possibly think of. But, its been a good thing. LR: I think we have one or two more questions. Could you talk about some collaborations between the organization and some stakeholders how thats involved in some decisions are made and how engagement with stakeholders comes into play. BD: interesting one since youve had the stakeholders meeting recently. JS: well, yes, well those are kind of specific to the programs. BD: but still, theyre collaborative. AF: one thing I can think of, Im working on it right now, there was a fund established back in [1998-2001], it was called the fund for administrative collaborations, and it was started with a gift from united way, and we put together a committee, and had a representation from the cf, united way, and the whole premise behind it was taking a look at nonprofits and providing a financial resource for them if they got to a point and were looking at collaborating with one another. So whether it was to work on back office support, all the way down to the continuum of merging organizations, either because there had been changes in their organizations, or there was just an objective to use more resources to better serve he community that they were serving, that fund still exists today, in fact we have a grant in process, thats one example of collaboration, for someone like united way who also does their own distribution to use a cf to help facilitate some of their objectives and their many other funders that are involved in that process that also have a community interest in this idea of organizations collaborating. Its really interesting, HCA and their foundation has been a partner over the course of time since that started and this year they just kicked off Collaboration College over at Lipscomb University, and so this whole idea of what started as this seed fund has evolved into this larger idea, and I think the Collaboration College had a couple of hundred nonprofits, so this whole idea of this message getting out to the community, is kind of come to bigger fruition over the last ten years. BD: one of the other things that we have facilitated, through some government funding, to do the early learning connections, which is a grant from the state? RF: its a federal grant thats facilitated by the department of childrens BD: and so then we are the purveyors of that, and there are multiple 12 day care centers that are all looking at operations, administration, what they can do better, what decisions they make, just like, buying milk in bulk instead of everyone buying their own every week this is a grant that we are partnering with to facilitate, we are staffing that to facilitate this, which is a model that will be used for collaborations like this in other entities, other states, other opportunities that come down the pike. RF: there are a few other states that do this, CO, KY, but, we have a great staff person whos leading the charge on this, and there are 12 local nonprofit daycare centers involved. And it really is looking at ways to work more efficiently while providing better childcare. BD: [talks about sharing expertise as well as financial resources] its one of my favorite programs. RM: is there anything that were missing? Anything that we as outsiders could miss thats important to you as staff members? Anything else we should know? RF: weve talked about all of our main constituencies, nonprofits, community at large, and our donors. We havent talked a lot about professional advisors, which were constantly communicating with. Financial planners, CPAs, attorneys, estate planners about ways we can help their clients leave a legacy. And how the cf can help them help their clients. AF: and part of that is if you think a lot of organizations you look at educational institutions have a natural constituency group that they can reach out to, and people who participate in the arts, they go to the symphony, so they are likely to become donors to the symphony. A CF doesnt have that natural who can contribute to the cf? Certainly you can say oh charitably minded people in the community and oh, people of wealth but there arent those natural connections, so in a lot of ways, the professional advisor serves as that connector between those constituency groups and the cf. And the other thing I would comment about our organization that I think is very strong, having worked at another cf that had a different model for how it put its board together, I would say that the composite of our board and how broadly reaching into the community, compared especially to a lot of cfs its much larger. We always talked about when we had our original board, trying to find ways to keep them engaged, because we were such a young organization, so we needed to have the institutional history, but especially, I was really proud when the announcement of the new board members announced it was just this really interesting mix, and I even forwarded it to a friend of mine look at all these board members [talks about small old-school model appointed board at other cf it was stagnant and predictable]. So thats one thing Im impressed with. BD: I think if I had to say, cfs in general are much more complicated, much more layered, than is almost able to let everybody know about it. How do we market it, how do we get the message out of what we do when its such a broad, with so many layers of generosity, I mean connecting generosity, its a great thing, and we can cite time after time after time where the generosity and need have lined up together but I think it is such a complicated entity, that that is always difficult to talk about what to do. I very arrogantly thought I knew, because I had worked with cfs, and Im in my third year and still trying to figure it out. 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