The Robert H. Janssen Foundation Youth & Youth Sports Fund

After a decade-and-a-half of partnership, The Robert H. Janssen Foundation and CFSLOCO established an endowment fund to continue the legacy of a beloved community member.

The Robert H. Janssen Foundation is a wonderful example of community philanthropy at its finest. 

For over 20 years, the spirited generosity of Robert H. Janssen has lived on through the dedicated work and contributions of The Robert H. Janssen Foundation. From youth fitness programs to college-readiness courses, the Janssen Foundation has provided countless funding opportunities for local youth across the county – all in the name of this local hero. 

Now, a new chapter begins for the estate as the baton is passed over to us as we continue to distribute the valuable gifts of Robert H. Janssen for years to come. 

ABOUT BOB

Robert (known by friends and neighbors as Bob) was a lifelong resident of San Luis Obispo, an active supporter of youth and community activities, and devoted a considerable portion of his life to youth sports. His personality was unpretentious, and he had an encyclopedic knowledge and passion for leadership in civic and sports matters. 

After a long and fulfilling life, Bob passed away in 1996, but not without leaving behind the first of many impactful gifts for our community’s youth.

His family estate was established with a gift of $2 million that was to be distributed to young athletes and students hoping to continue their athletic careers and higher education. Bob’s investment in the future of the community is allowing his legacy to flourish and his life’s work to continue long after his passing.

THE ROBERT H. JANSSEN FOUNDATION

Since 1996, the Janssen Foundation has awarded millions of dollars to support local youth programs. One such program is the North County Adaptive Sports & Recreation Program (​​NCASARP), which provides year-round supervised activities for the developmentally disabled of Atascadero, Creston, Templeton, Paso Robles, San Luis Obispo, San Miguel and Morro Bay.

In 2006, the directors of the Robert H. Janssen Foundation decided to join forces with The Community Foundation of San Luis Obispo County and decided they needed help with soliciting, evaluating, and finalizing proposals for grants within youth sports. Due to The Community Foundation’s ample resources and trusted positioning in the community, the directors of the Robert H. Janssen Foundation established a donor-advised fund to support their meaningful efforts. For more than 15 years, a strong partnership developed between the two foundations resulting in more than 231 grants.

Most recently, we offered proactive grants during the pandemic to support youth during shelter-in-place protocols; these powerful grants provided ‘busy bags’ from the San Luis Obispo Children’s Museum and offered childcare by the YMCA, to name a few. 

A NEW CHAPTER:  Robert H. Janssen Foundation Youth & Youth Sports Fund

Our grantmaking partnership is now soaring to new heights: in order to support youth and youth activities further, The Janssen Foundation has decided to close its private foundation and transfer the estate to The Community Foundation of San Luis Obispo County.  

“The Community Foundation enabled the Janssen Foundation to extend its reach, to do a better job of vetting grant applications and monitoring results of grants,” says Warren Sinsheimer, President of The Robert H. Janssen Foundation, Inc. “When the directors decided after 25 years that a new direction for the Janssen Foundation was in order, they turned to the Community Foundation again. Today, the funds of the Janssen Foundation are a separate fund within the Community Foundation where those funds can indefinitely fulfill Bob’s vision of supporting youth and youth sports in San Luis Obispo.”

We are honored to take over the stewardship of Robert H. Janssen’s legacy. The legendary estate will be administered as a separately held endowment fund, to be called the Robert H. Janssen Foundation Youth & Youth Sports Fund.

“Robert Janssen was a special soul who devoted a great deal of his life to a special cause — our youth,” said Heidi McPherson, CEO of The Community Foundation of San Luis Obispo County. “We look forward to honoring Bob’s legacy by continuing to support and enrich youth activities across the county.”

Program Overview & Objectives:

Through the generosity of the Robert H. Janssen Foundation, grants are available to local nonprofit organizations providing youth enrichment programs and/or youth sports programs in the City of SLO and adjacent area within San Luis Obispo County.  The Janssen Youth & Youth Sports Fund seeks to support programs that enrich the lives of local youth and ideally reflect the Search Institute’s 40 Developmental Assets. Mr.Janssen was a lifelong resident of SLO County and devoted a considerable amount of time to local youth sports and other community and youth activities.  He valued the benefits for all youth that could be gained through participation in team activities with positive adult mentorship.

Janssen grant funds should represent only a portion of the funds required to implement the program, and a preference is to support direct service costs. The Janssen Youth & Youth Sports Fund seeks to primarily support youth sports programs in San Luis Obispo County that provide access to all segments of the community regardless of income level. Secondly, the Fund will support youth enrichment activities in the City of San Luis Obispo and adjacent area, with an emphasis on active participation over educational programming. 

The maximum grant award will be $5,000. The Robert H. Janssen Youth and Youth Sports Fund is open for applications from January 16, 2023 to March 15, 2023, at 5pm. You can learn more and apply by CLICKING HERE.

Call to Action: What We’ve Learned About Homelessness in San Luis Obispo County and How You Can Help

You can help transform the lives of those facing homelessness in San Luis Obispo County this holiday season.

Homeless shelters can always use extra support, especially during the holidays and the winter months when they’re at their busiest. As San Luis Obispo County has inched out of the pandemic, homeless services across the county are preparing for the inevitable uptick in individuals and families requiring assistance and services. 

Story courtesy of ECHO

We recently reached out to local organizations and asked how they could use our community’s support in the cold winter months ahead. Here’s what the Community Action Partnership of San Luis Obispo County, Inc. (CAPSLO), El Camino Homeless Organization (ECHO), and 5 Cities Homeless Coalition had to say – three organizations we are grateful to support through an Opportunity to Thrive grant. This grant from our general grants program focuses on empowering and strengthening individuals to overcome obstacles while embarking on the road to self-sufficiency. Keep reading to learn more!

 

Community Action Partnership of San Luis Obispo County (CAPSLO)

CAPSLO has been San Luis Obispo County’s federally-designated community action agency since 1965. Through a variety of programs and in collaboration with other community service agencies, CAPSLO helps individuals and families achieve self-sufficiency and economic stability.

In the past few months, CAPSLO has seen a massive increase in the number of families using its services. “Typically, we serve between 4-5 families per month in shelter and case management services here at Prado Homeless Services Center (HSC), but in the past year, that has grown to an average of 10 families per month,” says Loren Leidinger, CAPSLO’s Outreach/Development Director.

CAPSLO’s family dorms are currently at capacity, which has limited the number of families who can benefit from this resource. With an increase in the number of families falling into homelessness, emergency hotel vouchers are being distributed to keep up with the influx of families in need, while a tight housing market continues to cause a gradual increase in the length of time families are enrolled for emergency shelter services. 

Despite the increase in funding to families experiencing homelessness, community support is vital to these programs. A combined community effort involving organizations, foundations, and individuals must be present in order to effectively improve the lives of families and individuals across the county.

“We rely heavily on community partners and communities of faith to donate crucial resources that we use to make Welcome Home Kits,” says Leidinger. “These kits – which vary from bathroom kits, bedroom kits, kitchen, etc. – are designed to help individuals and families move from shelter or street-based homelessness into housing with all of the needed amenities required for a successful move-in.”

El Camino Homeless Organization (ECHO)

  Established in 2001, ECHO empowers people in SLO County to make positive change by providing food, shelter, and supportive services.Their various services ensure that individuals and families struggling with homelessness can find jobs, get fed, stay healthy, and find housing. 

ECHO operates two facilities in North County that each provide meals and a safe and secure overnight shelter to meet the immediate needs of families and individuals in the community who are facing hunger and homelessness. 

Having two centralized locations in North County is crucial to providing services that help individuals and families get back to work, identify affordable housing, and maintain hope throughout their housing journeys. Recent data trends at local shelters have shown an increase in families that are accessing ECHO’s services in Atascadero and Paso Robles. 

“Now more than ever, it is critical that we are able to keep our doors open and continue to offer our case management services and shelter programs,” says Austin Solheim, Donor Relations and Community Engagement Manager for ECHO. “In our 90-day transition program we have seen that having a stable landing pad and consistent case management has led to rates of over 50% of the individuals and families we served entering back into permanent housing.”

The funds recently awarded to ECHO from CFSLOCO will go towards their Client Assistance Program which helps community members get back on their feet when they are experiencing houslessness. The program pays for critical, short-term expenses that shelter residents and outreach clients need in order to successfully transition back to permanent housing and stable incomes. By reducing these expenses, community members are more able to secure jobs, find housing, and move into new homes.

5Cities Homeless Coalition (5CHC)

Planning how best to address the needs of the homeless in San Luis Obispo County today involves many caring citizens and community leaders, and 5CHC is taking a collaborative approach to meet the challenge. 5CHC works hard to service families and individuals by providing the resources, support, and hope that they need to become self-sufficient, productive community members. 

The backbone of the 5Cities Homeless Coalition is its strength in channeling community resources, volunteers, and donor assets to meet the needs of the homeless population through existing and new programs. Prior to these collaborative efforts, a loose network of service providers existed.  Communicating and coordinating services through this network required time and energy, but this was a role 5CHC adopted and is actively working to fill. 

5Cities Homeless Coalition provides wrap-around services including case management and direct financial assistance – with a special emphasis on housing stability. Their efforts focus on helping the most vulnerable in our community maintain dignity while working toward a new home or retaining their home. Their work goes beyond the immediate, to ensure that clients have the plan, skill sets, and support needed to be successful and self-sufficient. More than 90% of those who 5CHC has helped to house (or prevented from eviction) remain housed more than one-year later.

WAYS TO SUPPORT:

  1. Rent to a family experiencing homelessness, or welcome families into your own home
  2. Provide Goods
    1. ECHO has created a wishlist with input from residents young and not-so-young   > VIEW THE WISHLIST <
  3. Donate funds to your local city or county specific non-profit 
  4. Volunteer
    1. With ECHO you can join a force of 1,500 community volunteers providing ancillary support to run shelter and meal programs for shelter residents and people facing hunger and homelessness in the community.
    2. Both online and virtual volunteer opportunities are available through CAPSLO
    3. View 5CHC Volunteer opportunities HERE

 

Tips for Local Giving this Holiday Season

With hundreds of active nonprofits in San Luis Obispo County, there are many options available for giving during the Holiday Season that will ensure your tax-deductible contributions support our community.

We do the Research: The Community Foundation staff is here to offer suggestions on reputable agencies working on the causes you care about. We also offer various giving options when you make your year-end donations to nonprofits through The Community Foundation in order to maximize the impact of your charitable giving.

What matters most: What is important and meaningful to you? This was another year of tremendous change, and the major events of 2022 can help serve as inspiration for your charitable giving – there are areas of need everywhere. Give to an organization that addresses a cause that you are passionate about, such as animal welfare, hunger, or conservation efforts, and that achieves the results you seek. 
Use your IRA for Charity: Contributing from your IRA directly to The Community Foundation is an easy way to reduce your tax burden and make a gift to support multiple causes that are meaningful to you. Giving your required minimum distribution directly to a charity through a qualified charitable deduction benefits you and the community you love.

Volunteer: Many charities experienced a significant drop in the number of volunteers who were able to help during the pandemic. Give them your time this year. While monetary donations are always appreciated, you can also ask about volunteer opportunities. See the impact of donations with your own eyes!

Your Donor Advised Fund: If you already have a fund held at The Community Foundation, you can easily recommend a distribution to the charity of your choice at any time. For grants you wish to distribute in 2022, please contact Cecelia Mazelin, our Donor Services Coordinator, at cecelia@cfsloco.org before December 16. This is the preferred date to submit recommendations to provide the best chance of grantees receiving funds before December 31. 

The Community Foundation will continue processing grants and issuing payments through the end of the year, but factors like delayed postal service or closed offices can impact when grantees receive funds. As a reminder, there is no tax implication for donors when grantees receive Foundation funds.

For more information about year-end giving through The Community Foundation, for instructions on how to contribute via wire transfers or stock gifts, or if you are interested in establishing a Donor Advised Fund, please contact our Donor Services Coordinator Cecelia Mazelin at cecelia@cfsloco.org.

Contribution Deadlines

As this year draws to a close, charitable giving is likely top-of-mind for many. When considering what you can donate, plan ahead using the contribution guidelines below.

 Please contact us if you would like to discuss any of these options. 

First-time Grant will Support ‘Garden for All’ for Students with Disabilities

A beloved community space is set to receive a big upgrade in 2023, thanks to a new partnership between Access for All and City Farm SLO. The accessibility-friendly Garden for All program will provide universally accessible gardening and therapeutic horticulture spaces for students with disabilities, and is made possible by a first-ever Access for All (AFA) Grant.

AFA is a field of interest fund of The Community Foundation San Luis Obispo County that focuses on equal opportunities for people with disabilities. Since 2006, thanks to the generosity of Beverly and Bryan Gingg who kickstarted the fund, AFA has been recognizing individuals who work to make SLO County a barrier-free community. 

The impact of the AFA to date is due in large part to a Cal Poly Professor emeritus and local advocacy advocate Paul Wolff. Mr. Wolff, a founding member of Access for All, once asked an important question to the AFA committee: can we do more to help build a more inclusive community? The unanimous response was “yes!” With the support of founder Beverly Gingg, the AFA advisory committee set to work on establishing a grantmaking program for the Access for All Fund. 

The committee compiled reports from several local, statewide, and national organizations to identify common themes affecting the Disability community. Based on data analysis and lived experiences, funding priorities were developed for the Access For All Fund. These priorities address current and emerging needs of people living with disabilities in San Luis Obispo County and encourage local organizations to create programs in support of these needs. 

Access for All Fund decided to prioritize organizations in San Luis Obispo County with programs that:
Focus on advancing access to health & wellness
Expand capacity for housing & home access
Create and support community participation / inclusion
Promote accessible workspaces and grow employment opportunities

And so, after much deliberation, Access for All announced that the $5,000 award of their first grant would go to City Farm SLO for their ‘Garden For All’ program. 

“Digging, planting, and harvesting are therapeutic, hands-on activities that stimulate the mind and encourage team-building and collaboration,” says Kayla Rutland Executive Director of City Farm SLO. “Thanks to this grant from Access for All, more students in our community will benefit from learning these critical life skills, and will feel empowered to pursue their dreams.”

The grant will be specifically used to create wheelchair-accessible pathways, raised beds at varying heights, shade structures, a mobile classroom, cooking cart, and sensory garden.

AFA is honored to support this program which supports community participation, inclusion and aligns with their mission to create an accessible community where people with disabilities have an equal opportunity to fully participate in all aspects of SLO County life.

To help build a more accessible SLO, donate to the Access for All fund HERE 

To learn more about Access For All, contact program associate Alysia Krupsky HERE

Improving Our Scholarship Program to Better Meet the Needs of Our Community

“Education is the most powerful weapon you can use to change the world.”
Nelson Mandela

We envision a future where all doors are open to San Luis Obispo County residents to achieve their academic aspirations regardless of financial need. Our Scholarship Program is dedicated to increasing access and resources for students of all backgrounds and interests to earn their degrees. Thanks to generous donors, hundreds of students have received thousands of dollars in funding to pursue their dreams.

Since its inception, the CFSLOCO Scholarship Program has used a continuous improvement model to make the program better each year. As part of this continued effort, we examined our program from the inside out to ensure that our scholarship program reflects the changing needs of students and changes in the local economy. Using a diversity, equity, and inclusion lens, we assessed how available scholarships can properly support all students in San Luis Obispo County. 

“The decision to audit our scholarship program was very intentional,” says Heidi McPherson, CEO of CFSLOCO. “We wanted to peel back the layers of the program and put increased energy into places that would bridge gaps between students and their scholarship opportunities.”

Diversity of applicants to The Community Foundation San Luis Obispo County Scholarship Program in 2020

To evaluate our program, we worked with Everyday Impact Consulting (EIC), who shared some eye-opening insights with us: 

The EIC team then connected with key leadership, scholarship evaluators, reviewers, donors, teachers, careers counselors, and diverse scholarship recipients in a series of interviews and focus groups intended to glean key information. Insights from these interviews guided our decision to make improvements to our current program, and allowed us to set goals for the future.

IMPROVEMENTS TO OUR PROGRAM

As a result of the assessment, we have upgraded many components of our program: 

  • Spanish translation is now available on our website
  • Revised our application form to better support students with disabilities and remove barriers for students and their families 
  • Our Board of Directors created the Julian Crocker Community Scholarship to support students transferring from a 2-year college to a 4-year college AND will support students who want to go into career technical training 
  • Updated the ‘Activities’ section of our application to include the myriad activities students engage in through community, school, and family commitments
  • Developed an alternative application that is more accessible for students with learning disabilities
  • Increased the diversification of committee members and community evaluators 
  • Collection of detailed demographic information going forward to improve the application process in the future
  • We are investigating partnerships that will reduce gender disparity 

The demographic landscape in SLO County is constantly changing and requires us to change with it. When we improve the diversity and variety of scholarships offered, we improve the diversity and variety of future business and employment opportunities, thereby creating more dynamic workplaces.

“We must continually examine our systems and structures that help or hinder students seeking funding for higher education. This is only the beginning; our intention is to continue to improve programs and services. We are committed to listening, learning and growing in order to meet the current and future needs of our community. ”

 – Cassandra Kartashov, Director of Grants and Programs

To see upcoming available scholarships or learn more, head to https://www.cfsloco.org/scholarships/. Subscribe to our newsletter, follow us on LinkedIn, or check back here for more updates as we continue to enhance our services for you. 

Grantee Highlight: Jack’s Helping Hand

Jack Ready, 2004


Many families of children with disabilities require assistance to meet their children’s special needs. Founded in 2006 by Paul and Bridget Ready in memory of their son, Jack, Jack’s Helping Hand provides assistance to local children struggling with cancer, special needs, and disabilities in San Luis Obispo County up to the age of 21.

How do they do it? Jack’s Helping Hand fulfills requests for assistance with medical equipment, provides transportation, food and lodging for out-of-town appointments and procedures, and helps with medical bills when there are no other sources to cover these needs. Their team assists over 70 families each month locally, and when they travel for appointments, surgery, and chemotherapy outside of our county. 

The Community Foundation San Luis Obispo County is grateful to support the work of Jack’s Helping Hand in the form of multiple grants. Various grants from our Foundation, the Alex Quaglino Family Fund, and Women’s Legacy Fund have successfully supported their Assistance Program enabling families to travel to specialty children’s hospitals for the best possible care, support the purchase of hearing aids, therapeutic braces, mobility devices, and supportive seating devices.  

Annie at Camp Reach for the Stars

The Robert H. Janssen Foundation – a fund of The Community Foundation – has been a significant supporter of Camp Reach for the Stars, the no-cost summer camp for children dealing with cancer and their families.  Located at Camp Yeager in Cambria, this family event is filled with activities, camping and plenty of opportunities for fun.  The Camp aims to give all kids coping with cancer the chance to be kids—an experience often taken away or put on hold by the disease. It allows the children to shed the hefty “cancer patient” label yet be surrounded by others who understand similar experiences.    

Jaylin, 2022


This month, their team is especially proud of Jaylin, who just finished a two- and half-year treatment for Acute Lymphoblastic Leukemia B.  Providing the fuel, food, and lodging to alleviate that added financial burden on her parents has been our mission since meeting them in 2019. Being able to support her family for their treatments in Los Angeles has been a humbling experience for their team.  Jaylin’s mother states it best:

“Jack’s Helping Hand has been such a blessing to our family. There are no words to describe how thankful we are to them. Driving 6 hours round trip to LA several times a month and having to stay overnight in hotels for treatment and procedures would have been impossible without their assistance. We are also so thankful to all the donors who give to Jack’s Helping Hand because of them Jaylin was able to go camp last year and was able to attend many fun events over the last couple of years.”

Jack’s Helping Hand has recently started building a universally accessible and inclusive park on 30 acres of generously donated land in Nipomo. The Jack Ready Imagination Park will be a place for children with disabilities to play with their families and peers. Current plans for the park include a large accessible playground, therapeutic riding facility, hardscape courts, playing fields, hiking trails, and barbeque and picnic areas.  

Learn more and support Jack’s Helping Hand at https://www.jackshelpinghand.org/

Grantee Highlight: The Promotores Collaborative of San Luis Obispo County

Happy National Hispanic Heritage Month – a month-long celebration that recognizes the contributions and influence of Hispanic Americans to the history, culture, and achievements of the United States. With a population rich in Hispanic heritage, our county is full of diverse programs, collaboration, and organizations that not only better the lives of Hispanic Americans and their families, but positively impact all SLO County residents. 

The Promotores Collaborative of San Luis Obispo County was established by the Center for Family Strengthening and works to build, foster, and support a network of promotores – a group of community leaders who serve as liaisons between their communities and health and social services providers. 

Promotores are community-based and are made up of outreach members and volunteers who work to eliminate barriers between public and private organizations and underserved minority populations. They provide training, emotional support, and materials in order to empower a healthier community. They act as family educators, health or patient advocates, outreach workers, peer educators, and system navigators.

Their impactful work ripples across our community: agency partners and community organizations seek their bilingual and bicultural expertise to provide Mental Health Interpretation services, provide health outreach education at community events and food distribution sites, and help promote healthy family functioning. By working closely with their community partners, the Promotores Collaborative identifies resources needed to benefit San Luis Obispo County residents and complements (not duplicates) existing efforts of the County’s Health and Human Services Department.

“The Promotores have created a tremendous impact in their community. The Latinx community has expressed that they feel welcome at the Public Health Mobile Clinics, food bank distributions, and other local events where the Promotores participate,” says Erica Ruvalcaba-Heredia, Director of Programs. “Families have shared that when they see Promotores they know they can trust them, and they will always provide the right resources for them.” 


Promotores are unique because they provide services in Spanish, Mixteco, and occasionally in English. They are culturally competent, they go into the community to do outreach, business, and residential canvassing, they support the mobile vaccine clinics and provide direct services to the Latinx community in San Luis Obispo County. They serve as community liaisons and go above and beyond by working weekends and after business hours in order to warmly connect Latinx neighbors to various community resources and agencies.

In spite of the Pandemic, the Promotores have continued with their leadership educating the Latinx community by providing culturally appropriate and translated (Spanish, Mixteco & English) information. The Promotores Collaborative have been recognized by the Public Health Department, the Behavioral Health Agency, First 5 SLO County, and SLO County Food Bank as essential workers in San Luis Obispo County. 

This year, the Community Foundation continued our support of this inspirational program by awarding $20,000 in funding to the Promotores through the Women’s Legacy Fund. “We are very excited and grateful to The Community Foundation because we will be able to continue providing education and support to the Latinx community by providing financial literacy classes. Some of these topics include setting goals, saving and building savings, dealing with debt, understanding credit reports and scores, and others. Our aim is to provide the tools and information to help the community set and achieve goals; build skills in managing money, credit, and debt; and choose financial products that are right for them. Learning to use these tools will help them reduce the financial stress that they are dealing with, especially during these uncertain times.” 

Moving forward, the Promotores aim to continue to build the Promotores Collaborative capacity in order to promote health-related resources and create new ways to involve Latinx neighbors in SLO County, specifically in rural and underserved communities.


Follow The Promotores to learn more:

Website: www.cfsslo.org  
Facebook Community Page: https://www.facebook.com/slo.promotores 
Facebook official Page: https://www.facebook.com/PromotoresSLO 
Instagram: https://www.instagram.com/slopromotores/

Leaving Your Legacy with a Donor-Advised Fund

This content has been edited from its original version, which was created and published by National Philanthropic Trust. You can view the original article here.

Your estate plan is a powerful tool that can help you achieve many important goals. First and foremost, it allows you to provide for your loved ones when you’re no longer there. It can help you reduce probate fees, minimize your estate and inheritance taxes and plan how your affairs will be handled if you become incapacitated. It can also help you pass on something more: your values and beliefs. 

For many people, this process—often called legacy planning—involves incorporating philanthropic goals into an estate plan. With a donor-advised fund (DAF), you have several ways of creating a lasting legacy. We will show you how a DAF can help ensure that your charitable work continues for future generations.

Planning a Charitable Legacy with a Donor-Advised Fund is part of CFSLOCO’s Philanthropic Services. Learn more at https://www.cfsloco.org/donors/

A simple solution for legacy planning: DAFs

A DAF is a charitable giving vehicle that is popular for its ease of use. To establish a DAF, you complete an application and make an irrevocable, tax-deductible contribution to fund the new account. 

This typically involves naming your DAF—possibly using a family name like the Jones Giving Fund or the Jones Family Foundation—and, in most cases, appointing family members or others to serve with you as joint, secondary, or successor advisors. There are no start-up costs other than your initial contribution. 

When you contribute to a DAF, you are making an irrevocable gift to charity, but you and any other individuals you appoint will retain advisory privileges—which include the right to recommend investments within and charitable grants from the DAF. Contributions made during your lifetime, which may include cash, appreciated stock, real estate, or other complex assets, generally receive an immediate income tax deduction for up to the full fair market value of the gift. 

Bequests to a DAF are eligible for an estate tax charitable deduction and may also reduce applicable state inheritance and estate taxes, which together could result in significant tax savings. You may also make your DAF the beneficiary of a life insurance policy, retirement plan or charitable remainder or lead trust. 

For instance, if your DAF is the beneficiary of a charitable remainder trust, you will not be constrained by a limited number of charities identified in the trust document. Instead, the trust’s assets can ultimately go to any charity the advisors of the DAF recommend. This gives you and your heirs the flexibility to meet the world’s changing needs.

Multiple ways to build a charitable legacy

While your DAF can be funded after your lifetime, one benefit of a DAF is the ability to involve your loved ones in giving during your lifetime. You can appoint a spouse or partner as a joint advisor, and name your children as secondary advisors, so that you can make charitable decisions together as a family. 

You can also ensure that future generations can continue a legacy of giving by appointing individual successors to the DAF. Some legacy options include (but are not limited to):

  • Naming a joint advisor to recommend investments and grants now and to assume responsibility of the DAF after your death 
  • Naming one or more individual successors to manage their own DAF account funded with your DAF assets 
  • Naming one or more charitable beneficiaries to receive all remaining DAF assets Establishing an endowment and recommending that assets be distributed over time in annual, recurring gifts to one or more charities 
  • Creating a Legacy Plan involving any combination of the options described above

You can choose the plan that’s right for you now, with the option to change it later. 

A DAF in action: The Hernandez Family Giving Fund

Rose and Frank Hernandez were both in their late 50s and in their peak earning years when they began to think deeply about their charitable legacy. They wanted to find a way to provide lasting support for several small organizations, including one that had helped Frank’s parents when they first immigrated to the U.S. These small organizations were only equipped to receive gifts of cash, which meant that Rose and Frank often sold securities, paid the income taxes on the gains and then made the gift using the cash proceeds. The couple also wanted to involve their daughters, who lived in different cities, in giving. 

Rose and Frank decided to commit $50,000 to charitable giving in the current year, with an eye toward giving more in the future. Their advisor helped them consider two different strategies to achieve the goal:

GIVING TODAY: By setting up a DAF, Rose and Frank could serve as primary and joint advisors, and their daughters could work alongside them as secondary advisors and eventually as individual successors on the account. Rose and Frank also found that they could give more with a DAF, because it allowed them to give appreciated stock and save substantially on taxes. Their DAF offered Rose and Frank a seamless, tax-efficient way to donate stock which could then be liquidated for charitable grantmaking. 

GIVING IN THEIR ESTATE: Although Rose and Frank’s net worth did not exceed the estate tax exemption amount, they had significant assets in traditional retirement accounts. These assets would be subject to income taxes if their daughters inherited them. Retirement assets left to charity, however, avoid estate and income taxation. This prompted Rose and Frank to make their DAF one of the beneficiaries of their retirement plan. Upon their death, the DAF would receive $150,000 of Individual Retirement Account assets, allowing the family to create a $100,000 endowed account to continue grantmaking to Rose and Frank’s favorite causes. At the same time, they could leave each daughter her own $25,000 DAF to continue supporting local organizations.

Advantages of starting your legacy today

Just as Rose and Frank did with their daughters in the example above, many families want to engage the next generation in their giving practice. A DAF can support your efforts to plan for your family’s future of giving, while allowing you to have a charitable impact today. 

By establishing a DAF during your lifetime, you can: 

  • Involve family members in managing the DAF alongside you as joint or secondary advisors, so that you can give together to the causes that are important to you as a family. 
  • Appoint loved ones as individual successors and leave them a giving tool that requires no administrative work—the DAF sponsor oversees compliance, accounting, tax filing and other duties that the staff of a private foundation would otherwise have to do themselves. 
  • Contribute appreciated assets to receive a deduction for the full fair-market value of the gift and avoid paying capital gains taxes on the asset’s built-in gains. 
  • Save on income taxes. With the 2020 estate tax exemption at $11.58 million for individuals and $23.26 million for couples, fewer estates are subject to taxes than in the past. Opening a DAF now allows you to enjoy the benefits of a charitable income tax deduction, and ultimately to have more to give to your favorite causes. 
  • Support your favorite causes now and beyond your lifetime. You can use a DAF to make present-day giving easy, with options for recurring grants and specialized grant agreements. By establishing a Legacy Plan for the DAF, you may also ensure that your favorite nonprofits will be supported even after your death as beneficiaries, either with a lump-sum gift or via annual grants until your DAF assets are depleted. 

If you would like to discuss these or other options, please email our team at info@cfsloco.org or (805) 543-2323. CFSLOCO does not provide legal or tax advice. This brochure is for informational purposes only and is not intended to be, and shall not be relied upon as, legal or tax advice. The applicability of information contained herein may vary depending on individual circumstances.

‘Women & Wealth: Leave Your Legacy’ Event

Presented by Women’s Legacy Fund from The Community Foundation San Luis Obispo County

What if you could learn how to improve your financial health while creating lasting change for women and girls in San Luis Obispo County?

Join inspirational members of our community for an evening of abundance as the Women’s Legacy Fund collaborates with Women Making Waves on ‘Women & Wealth: Leave Your Legacy’. Bringing together the next generation of Legacy Leaders through The Young 100, this non-profit event creates a unique conversation around financial literacy, philanthropy, and community impact for women in SLO County. Through a hosted evening of passed apps, sponsored drinks, and motivational workshops, you’ll leave feeling educated and empowered with a better understanding of what it means to experience financial health along with how to leverage that wealth to benefit others. Hosted by Leann Standish of SLOMA, two phenomenal speakers will take the stage. Jill Wilde and Sara Rubalcalva will connect on a deeper level of giving by sharing their workshops and wisdom with you. You will walk away knowing that your contributions and commitment are part of the bigger vision to creating lasting change for women and girls in San Luis Obispo County. When women of a community are uplifted, it creates a ripple effect of compassion, creativity and confidence for all.

Event Speakers

Sara Rubalcalva:

📣 Introducing Sara Rubalcalva, award-winning Marketing Communications Professional with over twenty-five years’ experience turned Transformational Speaker and Lifestyle coach empowering others to reach their highest potential in life by providing tools to recognize and remove barriers to success.

You can define and refine what it means to receive, have, and gift.

This workshop will give you the tools to map out your vision for individual wealth and achieve a healthy money mindset through awareness, connection, and vision.

Above and beyond that, you will discover what it means to commit to a life of giving back, leveraging your wealth for impact, and doing big things for your community. Leave empowered, and with a plan! In this workshop you will dive into how a healthy money mindset can shift an individual, a family, and a community at large.


Jill Gutierrez
Wilde:

📣 Meet Jill Wilde, Chief Magic Maker at Wilde Big Sur: a new forest retreat and music venue on the South Coast of Big Sur. In this discussion with philanthropic icon Jill Wilde, learn what it means to discover wealth independent of your financial circumstances.

Workshop through what wealth means to you, on a deeper level than the amount of money in your bank account. Overcome the daily stresses of monetary success and learn what it takes to develop a wealthy lifestyle for yourself resulting in a more impactful legacy in your circle of influence. We’ll workshop how we navigate our current financial realities in order to pave a different path of success, choosing personal responsibility for our own wealth now and into the future.

Leave feeling confident in your ability to generate wealth, wield power and have influence beyond what you could imagine.


Event Details

Thursday, August 4th from 6pm – 9pm
The Penny SLO | 664 Marsh St, San Luis Obispo, CA 93401Your ticket includes:- Small bites and (2) complimentary drinks from SLO Cider
– Women-owned winemaker tastings
– Interactive workshops with Jill Wilde & Sarah Rubalcalva
– Social time with community members and leaders
– Dance party with DJ SLO GRRRL to network & celebrate

$65 for Legacy Leaders / Young 100 Members
$75 for General Admission

Partners:
– The Penny SLO
– Brick & Mortar Catering
– SLO Grrrl DJ
– SLO Cider Co.
– Hubba Wines
– Ranchero Cellars
– Lumina Wines
– Idlewild Flower Arrangements
– Jill Wilde
– Sara Rubalcalva
– Leann Standish (SLOMA)

The Women’s Legacy Fund is a field of interest fund through The Community Foundation San Luis Obispo County which was established in 2003 to strengthen women and girls’ physical, emotional, intellectual, and financial well-being. Since its inception, the fund has provided more than $300,000 in support of a broad spectrum of issues affecting women and girls in San Luis Obispo County, from basic needs and education to physical and mental health.

Access for All Advocate: Paul Wolff

Foundation Family Highlight: Paul Wolff

Today, the American Disabilities Act turns 32. This important civil rights law prohibits discrimination against individuals with disabilities within schools, transportation, and all places that are open to the general public.

Across San Luis Obispo County, allies and activists are dedicated to ensuring that people with disabilities have the same rights and opportunities as everyone else. One of these individuals is Paul Wolff: a local architect and accessibility advocate.

Paul Wolff advocates for an accessible, diverse, and welcoming community that values disability and encourages the full participation of people with disabilities in all aspects of life. Not to mention, the annual Paul Wolff Accessibility Advocacy Awards (PWAAA) were established in honor of Wolff. These awards are implemented through Access for All, a field of interest fund through The Community Foundation, and honor those who strive to make San Luis Obispo County a barrier-free community.

Paul – Professor Emeritus of Architecture at Cal Poly State University – has an incredible life story. Paul was born in 1929 in Hamburg, Germany to Jewish parents. After his father’s arrest during Kristallnacht in 1938, young Paul and his family fled Nazi occupation to London, England in 1939. Fortunately, as the political climate grew more volatile, they were able to secure a 30-day transatlantic crossing and landed in San Francisco on August 1, 1939 – only 30 days before the start of WWII in Europe.

In the 1950s, Paul was drafted into the US Army and served in Europe. After his service, the GI Bill of Rights enabled him to enroll in the graduate program of architectural studies at The Academy of Fine Arts in Munich. After graduation, he began his architecture career working with renowned architect Richard J. Neutra in Los Angeles and later started his own architecture practice in Palo Alto. In 1971, Paul began teaching Architecture at Cal Poly State University. It was during this time at Cal Poly that he began to recognize the need for accessibility in architectural design, partly due to the effects of his sister’s advancing MS diagnosis.

After earning his master’s degree in Environmental Psychology from the University of Surrey in Guilford, England, Paul returned to Cal Poly where he introduced Environmental Psychology and Universal Design into the School of Architecture’s curriculum. In July of 1990, architectural accessibility finally became a national requirement as the American Disability Act (ADA) was passed into law. After 23 years at Cal Poly, Paul retired to focus on community involvement. He and his wife Marion, who escaped from Vienna as part of the Kindertransport, continue to talk to students and groups sharing the stories of escapes from Nazi Germany and exploring the impact of the current violence we see in our society today and its relationship to the evils of prejudices and discrimination. Paul worked with local activists to start Access for All, which promotes accessibility, supports advocacy work, and provides connection through The Community Foundation San Luis Obispo County. He currently serves on the Access for All advisory committee.

We are extremely grateful to know and work closely with Paul – he is an inspiration to us all. Read his own account of this incredible story, which we are honored to share with you.

“Today there is so much for which to be grateful. Since I have been allowed to survive for 92.5 years, there is so much to recall. I started long, long ago, so far distant, in a radically different universe, within a far different culture and language.

The first 9 family years in Hamburg, Germany, ended abruptly on the infamous Kristalnacht, 11/9/1938, as the Gestapo invaded our house to arrest my father despite his 4 years as a wounded/decorated army captain fighting for Germany in WWI . Yet, not until many years later in SF, did I fully comprehend the politics of the times.

These were events that must never be forgotten! Towards that end, Marion and I devoted much time in our later years to sharing both of our Holocaust experiences with high school and university students in Vienna, Berlin, Hamburg, as well as locally. Marion’s exodus at 8, from Vienna, via the Kindertransport was always of great interest to our audiences. Today, I gladly continue to talk to students and local groups about learning from our recent destructive history and its relationship to the evils of current prejudices and discrimination.

We were among the fortunate few. Six months after Kristallnacht we were able to reassemble our small family in London and board the Hamburg-American freighter SS Dynteldyke for the 30-day Atlantic crossing to SF.

The subsequent 9 years were filled with growth and challenge from school, sports, and a variety of jobs in San Francisco. New freedoms and responsibilities emerged as I advanced to UC Berkeley, Yosemite, Livermore, and Texas, Missouri, and Germany courtesy of the US Army.

My 1953 rejection from OCS (Officers Candidate School) actually worked to my benefit. Subsequently, being drafted into the US army led to my assignment as the operator of a 20-ton crane in a chaotic divided post-war Germany. That year – 1954 – gave me the exciting opportunity to explore Hamburg, Mainz, Paris, Stromboli, Sweden, Finland, and London.

Upon my discharge from the US army, the GI Bill of Rights allowed me to enroll in stimulating graduate architecture studies at The Academy of Fine Arts in Munich. Thereafter, I obtained passage home on the USS Langfitt by teaching and counseling some 400 Hungarians seeking refuge in the USA.

[I] spent the following 3 years living and working with renowned Architect Richard J. Neutra in his LA studio. By 30, in 1960, I found and wed a young German visitor from London, Marion Pollak. Three precious children followed: Karen, 1962, Linda, 1964, Charles, 1966.

During the following 10 years as I started my architectural practice in Palo Alto, I became increasingly aware of my sister Eva’s advancing disability due to her MS. I also noted that the CA building code tended to ignore accessibility issues. In 1970 the emerging Department of Architecture at Cal Poly State University in San Luis Obispo was expanding… and I applied.

By September 1971, we had sold our remodeled Eichler home in Palo Alto and moved to SLO as I started teaching my first classes. Two years later I had to decide my future. To advance at the University would require a Masters Degree.

Due to the strong influence of Neutra’s humanistic architecture and my access concerns, I chose to pursue a Master’s program in Environmental Psychology at the University of Surrey in Guilford, England. This allowed Marion to support the 5 of us by working as a secretary at the University.

Upon my return to teaching, I introduced Environmental Psychology and Universal Design, creating a more inclusive environment (including people with disabilities) into the architectural curriculum. National interest in the rights of all people to have equal access to our environment was increasing, which led me to work with many local activists to start Access for All in SLO County.

In July of 1990, architectural accessibility finally became a national requirement as the American Disability Act (ADA) became the law of the land. After 23 years at Cal Poly, I retired in order to do more consulting and designing, returning to my home-based architectural practice. Community involvement plus travel to fascinating places further enriched these memorable years.” – Paul Wolff

Access for All Advisory Committee

Consider making a donation to Access for All by clicking HERE.

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Heidi H. McPherson Chief Executive Officer (805) 543-2323