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  • Advised Fund Contributions and the Pension Protection Act of 2006
    we want to be sure that donors and the nonprofit organizations they support understand the federal rules governing grants from donor advised funds and the penalties for violating them These rules were expanded under the Pension Protection Act of 2006 OCF Advised Funds cannot pay a personal pledge through an advised fund grant as the IRS views the payment as relieving the donor of a financial obligation If a fund advisor is asked to make a pledge they can let the organization know that they plan to recommend a grant from their advised fund instead Donors can recommend a single grant or a multi year grant from an advised fund as long as it does not satisfy a personal pledge The Pension Protection Act prohibits any person related to an advised fund donor or advisor from receiving any benefits of monetary value as the result of a grant Examples of prohibited benefits include but are not limited to seating at ticketed fundraising events parking privileges and tickets to performances or public events Violations may result in a tax on the nonprofit organization who benefits from the prohibited distribution the person who makes the grant recommendation and on the person receiving

    Original URL path: http://www.oregoncf.org/donors/advised-funds/pension-protection-act (2016-05-01)
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  • Disaster Relief
    national crisis in Flint Michigan On January 16 President Obama declared a state of emergency in Flint authorizing the Federal Emergency Management Agency to respond to the toxic lead poisoning delivered through the city s water A few quick facts Poisoning began in April 25 2014 when the city began sourcing its water from the Flint River in order to save money Problems were reported immediately but no action was taken In October of 2014 General Motors stopped using the public water because it was corroding engine parts Full service grocery stores and healthy food resources are extremely limited in Flint which has a population of 100 000 This is important to note because consumption of healthy foods can help mitigate the effects of lead poisoning 41 of Flint lives in poverty and 50 of Black adult males in Flint are unemployed Clean water is now available through FEMA the Red Cross and other supporters but there has not yet been an effort to address what will be the long term effects of this disaster Please take a moment to learn about the Flint Child Health and Development Fund at The Community Foundation of Greater Flint OCF advised fund donors

    Original URL path: http://www.oregoncf.org/donors/advised-funds/disaster-relief (2016-05-01)
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  • Scholarships Glossary
    needed for the FAFSA is based on income taxes you should not wait until you have completed your tax forms to submit the FAFSA You may use income estimates for the FAFSA and then correct errors later Full time An undergraduate student who is enrolled for 12 credits or more is generally considered to be attending full time A graduate student is generally considered full time when enrolled for 9 or more credits Graduate student A student who holds a bachelor s degree and is studying for an advanced degree Higher education This term refers to all programs for high school graduates including vocational and technical schools and programs at two and four year colleges and universities Hope Scholarship Tax Credit A federal tax credit that is a reduction in the taxes owed by a family to help low income families with out of pocket tuition expenses up to 1 500 per student for each of the first two years of post secondary education Note A family cannot claim this tax credit and the Lifetime Learning Tax Credit for the same student in the same year Lifetime Learning Tax Credit A federal tax credit that is a reduction in the taxes owed by a family for low income families equal to 20 percent of the first 10 000 of out of pocket tuition expenses to a maximum of 2 000 per student per year Note A family cannot claim this tax credit and the Hope Scholarship Tax Credit for the same student in the same year Oregon Opportunity Grant An education grant awarded through a program funded by the State of Oregon and the federal government to help low income families The program is administered by the Oregon Student Access Commission and does not require a separate application It is only for low income undergraduate students attending an educational institution in Oregon Students may receive the grant for four academic years Eligibility is determined at the college s financial aid office Students must also complete the FAFSA Oregon Student Access Commission OSAC A state agency charged with the responsibility for administering a statewide scholarship program OSAC works closely with high schools and colleges to ensure that application information is available to students Also OSAC provides a single application process for students seeking scholarships from a number of sources including most of OCF s scholarships Part time A student who is enrolled for 6 to 8 credits per term is generally considered to be attending part time Most scholarships do not allow part time attendance Pell Grant A federal grant awarded to undergraduate students is on based on the Expected Family Contribution which is determined by the FAFSA Students do not need to repay Pell Grants if maintains eligibility criteria Perkins Loan A low interest federal loan offered to students with exceptional financial need for a maximum of 5 500 per undergraduate year of study or 8 000 per graduate year of study The total you can borrow as an undergraduate

    Original URL path: http://www.oregoncf.org/grants-scholarships/scholarships/glossary (2016-05-01)
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  • Scholarship Stories
    Scholarships Scholarship Stories prev next Allcott Hunt Share It Now II Scholarship Fund The Allcott Hunt Share It Now II Scholarship Fund was established by John Allcott and Beth Hunt of Eugene Oregon Donna Shepherd Nursing Scholarship Fund Doyle Shepherd established this fund for his wife Donna Patricia Delgado The gift of education is something that no one can take away from you ever Patricia Delgado Donor Eugene Bennett Scholarship Fund for the Visual Arts The Eugene Bennett Scholarship Fund for the Visual Arts was established by Eugene Bennett to benefit those students from Jackson County who pursue art studies beyond high school Fourth Generation Oregonian Harold Wyatt Keeps Paying It Forward Born in 1913 on a sheep and hay ranch in eastern Oregon Harold Wyatt has been working with people and giving as much as he gets for a very long time Scholarship Stories All A L M S T Z 0 9 Search Stories Region Central Oregon Eastern Oregon Metropolitan Portland North Coast Northern Willamette Valley South Coast Southern Oregon Southern Willamette Valley Previous Next OCF Stories Find Your OCF Office Contact Us Metropolitan Portland Central Oregon Eastern Oregon North Coast Northern Willamette Valley South Coast Southern Oregon

    Original URL path: http://www.oregoncf.org/grants-scholarships/scholarships/scholarship-stories (2016-05-01)
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  • OCF Takes Education Policy Position
    applauds the strong emphasis the Governor is placing on investments in early childhood as fundamental to our state s future and his recognition that Oregon must refocus its strategies if we want all children to be ready to learn More specifically OCF supports Integration of state early childhood care and education programs to improve coordination service delivery and results Recognition that strategies that support parents are a key component of the 0 5 early education system Alignment of early childhood care and education with K 12 and post secondary education through establishment of a 0 20 education board and Early identification of risk and making our early childhood system accountable for progress toward and achievement of the outcome of first grade reading readiness Higher Education System Capacity OCF has long contributed to improved access to higher education through its extensive scholarship program in partnership with the Oregon Student Access Commission OSAC student mentoring programs such as ASPIRE and a host of in and out of school time programs involving student leadership development mentoring and internships OCF s board affirms its support for key components of the current OUS Governance Change Proposal Tuition accountability Tuition dollars must go to students instead of being used for other state purposes and agencies Access and affordability Balance tuition increases with sufficient need based fee remissions tuition discounts for eligible needy Oregon students and families Accountability of the system Switch from a line item budget to a performance compact to change focus from inputs to outcomes Structural change Changing the OUS status from a state agency to a statewide public university system to provide needed autonomy flexibility innovation and control over costs and revenues OCF supports increased funding of the Oregon Opportunity Grant the state s primary need based grant program The governor s budget

    Original URL path: http://www.oregoncf.org/news-resources/press-releases/current/ocf-takes-education-policy-position (2016-05-01)
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  • Kaspick & Company Website Portal
    leaving The Oregon Community Foundation website By selecting the CONTINUE link below you are leaving our website and entering a secure website owned and operated by KASPICK COMPANY KASPICK KASPICK provides the trust administration and investment management services for your trust portfolio KASPICK has developed a website that contains electronic reports on your trust portfolio as well as articles and other materials that have previously been provided to you only in paper format We have included this link on our website as a convenience to you Since KASPICK developed and controls the website containing your account information only KASPICK is responsible for its content and security The KASPICK website meets or exceeds industry standards for transactional data security All communication to and from KASPICK s secure website uses the Secure Socket Layers SSL encryption and the HTTPS protocol both industry standards for secure websites The reports on KASPICK s website include our logo along with KASPICK s logo similar to the paper reports that you have previously received We have allowed KASPICK to use our logo to help you identify that the report contains information about your trust not as an indication that the KASPICK website is co hosted or co branded The placing of this link on our website and or allowing KASPICK to use our logo on their website should not be considered an endorsement of KASPICK or its services under SEC guidelines We do not have any legal responsibility for any information located on KASPICK s website including any links that KASPICK may provide on its site If you have questions about this notice please contact Amy Reaney fund services officer for supporting organizations and trusts 503 227 6846 or CONTINUE to the secure Kaspick website RETURN to the previous page of the OCF website Donor Resources

    Original URL path: http://www.oregoncf.org/donors/trusts-and-annuities/kaspick-portal (2016-05-01)
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  • Endowment Partners
    contract known as a fund agreement as well as a separate acknowledgement statement As an endowment partner you will then transfer a minimum of 25 000 to OCF which we will administer under the terms of the fund agreement For more information on establishing an endowment partner fund please contact a charitable gift planner in your region Already have an endowment partner fund If you have questions about your organization s fund please contact Valarie Rundquist endowment partner program officer or 503 227 6846 Adding to Your Fund As an endowment partner you will want to grow your endowment and add to your OCF fund Although some organizations successfully build their endowments by contributing a portion of annual revenues most use fundraising efforts to support their endowment funds Donations When your nonprofit relies on donations to grow its endowment the raised monies are given directly to your organization and your group acknowledges the contribution You may then choose to send the donations to OCF which we will add to your endowment Securities For more information on handling securities please contact Valarie Rundquist endowment partners program officer or 503 227 6846 Distributions Here are some details governing the distribution of your endowment partner fund Spending Policy OCF makes distributions from permanent endowment partner funds based on the spending policy set forth in OCF s investment policy which calls for the OCF board to set an annual payout rate for permanent funds Our current rate is 4 5 percent The annual distribution amount from each fund is calculated by applying the payout rate to the fund s average market value over a 13 quarter period ending on September 30 of the previous year For example the 2013 distribution is calculated at 4 5 percent of the average of values for the 13 quarters ending September 30 2012 Distribution Schedule Typically distributions from endowment partner funds are made semiannually Half of the annual amount is paid in June and the other half in December New Funds It is OCF s policy to invest new funds for six months before making distributions In the first year the amount available for distribution from a new fund is prorated based on the date of the contribution Example I A fund established in December 2015 will receive a full year 2016 distribution based on the amount of the gift Half of the distribution will be paid in June and the other half in December Example II A fund established in April 2016 will receive a prorated distribution for 2016 Because the fund will exist for eight months of the year the distribution will be 8 12ths or 67 percent of a full year distribution It will be available for December 2016 distribution Fund Additions and Distributions Generally when a large gift is made to an established fund the average market value will be adjusted to incorporate the gift Considerations will be given to how large the gift is in relation to the total market value of the

    Original URL path: http://www.oregoncf.org/donors/endowment-partners?tab=5 (2016-05-01)
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  • Community Grant Program
    to reach underserved populations Community Livability Environment Citizen Engagement 10 to 20 percent of grants Promote leadership development volunteerism immigrant integration and civic participation Support stewardship and appreciation of Oregon s outdoor spaces and scenic beauty Address social economic and environmental challenges or opportunities by bringing together disparate stakeholders Preserve places essential to communities civic and historic identities Most Common Reasons for a Decline Little or no funding has been secured Community support is not evident Project request is operating support Applicant is a frequent grant recipient Eligibility Must have 501 c 3 status as a public entity not a private foundation or have a qualified fiscal sponsor Cannot apply until previous grant funded projects have been completed and reports submitted One application per 12 month period Cannot apply for the same project twice Activities Typically Not Eligible for Funding Events or performances either one time or annual unless they will result in significant growth in ongoing organizational capacity financial stability or audience diversity Annual fund appeals and contributions to endowments Projects in individual schools Grants to subsidize participation scholarships or re granting programs Purchases or activities that occur prior to grant decisions Deficit funding Replacement of government funding Lobbying to influence legislation Scientific research Religious activities How often can an organization apply for a Community Grant If you apply and receive a grant you cannot apply for another grant until at least 18 months after your first application was submitted If you apply and do not receive a grant you cannot apply for another grant until at least 12 months after your first application was submitted does not apply to multi year grants who submit a renewal application 12 months after their initial application Original Application Date Grant Awarded End of Grant Period Report Deadline Eligibility to apply for another Community Grant July 15 2015 Yes awarded November 5 2015 November 5 2016 January 15 2017 or later July 15 2015 Yes awarded November 5 2015 with an invitation to reapply Multi year renewal See renewal application date Renewal Application due July 15 2016 July 15 2015 No application declined Not applicable July 15 2016 Application Process Applications are accepted through MyOCF The next application window opens June 1 and closes July 15 at midnight Renewal applications follow the same process as new application MyOCF APPLICATION LOGIN Spring Cycle Applications accepted December 1 to January 15 at midnight with board decision in May Fall Cycle Applications accepted June 1 to July 15 at midnight with board decision in November Online Application Questions FAQ Step by Step Guide to Using the Grants Portal PLEASE NOTE We strongly recommend using Chrome Firefox or Internet Explorer to fill out your application Safari has been found to have some technical difficulties These are documents you will be uploading at the end of your application 501 c 3 tax exempt status letter from the IRS Board of directors list including contact information affiliations plus the skills and experience each contributes to the organization Organization

    Original URL path: http://www.oregoncf.org/grants-scholarships/grants/community-grants (2016-05-01)
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