Introducing our new planned giving website

Planned Giving Website

Planned giving made easy!

Good planning requires good information. We have it for you!  We’ve launched a new planned giving website where you will find comprehensive resources to help create a legacy for your family and community using your estate plan.

What and How to Give

Find out what types of assets make the best planned gifts. Learn about gifts of cash, stocks, and property. Discover how to make a gift that provides tax benefits and even income for life.

Online Will Planner

Access an easy, secure guide to plan your estate. Complete the information on your family, estate, and goals using your personal account. Use your guide for efficient conversations with your professional advisor to create your estate plan.

Gift Calculators

View personalized gift calculations that show the income and tax benefits of setting up a gift plan using your assets and property values. Compare the benefits of various gift vehicles.

Gift Planning Stories, News & Articles

Learn how others have made an impact through their acts of giving to the Community Foundation. Enjoy articles on personal planning, Washington and financial news. Articles are updated every week, so visit us again and again.

See The New CFBMC Planned Giving Website

A special gift for you!
As part of this launch, we would like to give you a FREE Estate Planning Guide to help you successfully plan your legacy, provide for, and protect your family today. Get your free Estate Planning Guide.
 
Have questions? We’re here to help! Contact Development Director Meagan Niese at 812.333.9016 or [email protected].

Copyright © 2018 Crescendo Interactive, Inc. Used by permission.

May 9, 2018: 50+ Men Who Care Meeting

50+ Men Who Care - Next Meeting 5/9/18

The next quarterly meeting of 50+ Men Who Care will be May 9 at the Bloomington Country Club, 3000 S. Rogers St.

This group of local men pools money each quarter to support local not-for-profit organizations. Guests are welcome, and new members may join at any of the quarterly meetings. Socializing begins at 5:30 p.m. with a business meeting to follow from 6:00 p.m. to 7:00 p.m.

50+ Men Who Care is open to all men in Monroe County who wish to support local nonprofit organizations.

Each member commits to donate $125 per quarter ($500 per year) plus an annual donation of $100 for continuous funding of a 50+Men Who Care Endowment Fund with the Community Foundation of Bloomington and Monroe County. Quarterly donations will be given to Monroe County nonprofit organizations serving the Bloomington, Ellettsville and surrounding areas of Monroe County.

Complete information is available at https://www.fiftymenwhocare.org. Visitors are welcome to attend a meeting before joining.

May 2, 2018: 100+ Women Who Care Meeting

The next quarterly meeting of 100+ Women Who Care will be May 2 at the Bloomington Country Club, 3000 S. Rogers St.

This group of local women pools money each quarter to support local not-for-profit organizations. Guests are welcome, and new members may join at any of the quarterly meetings. Registration and socializing opens at 5 p.m.; the meeting will start promptly at 6 p.m. and end at 7 p.m.

100+ Women Who Care is open to all women in Monroe County who wish to support local nonprofit organizations.

Each member makes a yearly donation of $100 to the Community Foundation of Bloomington and Monroe County. The group meets four times per year and votes for a local not-for-profit to support. Each member donates $100 to the chosen charity, for a total annual commitment of $500.

Women age 35 and younger may opt to join with an annual commitment of $250 instead of $500. Complete information is available at http://100pluswwc.wordpress.com/. Visitors are welcome to attend a meeting before joining.

Contact Jocelyn Bowie, [email protected], with any questions.

April 25, 2018: Thrive by Five Giving Day


Join The Celebration!  Help Monroe County Kids Thrive by Age Five!

On April 25, heroes in our community are joining together with the Community Foundation to raise $100,000 for high-quality early childhood education initiatives in Monroe County.

Leading up to Thrive by Five Giving Day, learn more about the campaign and follow our progress on FacebookTwitter, and Instagram using the #thriveby5 hashtag.

Local superheroes are putting on their capes for the day to help raise funds! The Community Foundation will provide a $1,000 match the first $1,000 that each hero raises. Superheroes will begin their online campaigns on April 20th and will have until 11:59 p.m. on April 25th to raise their funds. To see a list of participating heroes, go to: https://cfbmc.org/tb5givingday/

All donations will support the Thrive by Five Campaign for Early Childhood Education.

Applications for On My Way Pre-K now available for children starting pre-K programs in August

Help us get the word out! On My Way Pre-K applications are now open for children that will start pre-K programs in August.

Grants for FREE, high-quality pre-k programs are available for children from low-income families who will be 4-years old, but not yet 5-years old by August 1, 2018, and will be attending kindergarten in the 2019-20 school year. Grants will be awarded until all available slots have been filled. Families are encouraged to apply early!

Go to www.OnMyWayPreK.org for more information or call 1-800-299-1627 for assistance.

The announcement from the Indiana Office of Early Childhood and Out-of-School Learning:

On My Way Pre-K applications for 2018/2019 school year are now available for families in 20 counties

Program has expanded from five original counties to 20 for next school year

Indianapolis (March 1, 2018) – Indiana’s Office of Early Childhood and Out-of-School Learning (OECOSL) is now accepting applications from families in 20 counties who may be eligible for grants for their children to receive high-quality, prekindergarten education through the On My Way Pre-K program for the 2018/2019 school year. The pilot program was expanded in 2017 from five to 20 counties to provide the benefits of early childhood education to more Hoosier children from low-income families.

In addition to the five counties where On My Way Pre-K has been available since 2015 (Allen, Jackson, Lake, Marion and Vanderburgh) the program will be available for the 2018/19 school year in Bartholomew, DeKalb, Delaware, Elkhart, Floyd, Grant, Harrison, Howard, Kosciusko, Madison, Marshall, Monroe, St. Joseph, Tippecanoe and Vigo Counties. Families residing in these 20 counties must meet the following eligibility criteria to apply:

  • The family must have an income below 127 percent of the federal poverty level.
  • Their child must be 4 years old by August 1, 2018, and starting kindergarten in the 2019/2020 school year.
  • Parents/guardians in the household must be working, going to school or attending job training.

Links to electronic applications, in both English and Spanish, as well as a printable paper application, are available at www.OnMyWayPreK.org.

Once the family has met eligibility requirements and has been awarded a grant for their child, they may choose from any of the eligible, enrolled On My Way Pre-K programs in their county. Families can search approved providers at www.ChildCareFinder.IN.gov. OECOSL has enrolled 504 On My Way Pre-K providers in the 20 pilot counties, and the application process for new providers is ongoing. In order to qualify, a program must be top-ranked at level 3 or level 4 in Paths to QUALITY or be accredited by an approved national or regional accrediting body (Click here for details on provider eligibility).

Approved pre-K programs may be located in a public or private school, licensed child care center, licensed home or registered ministry as long as that program meets the quality requirements and is registered as an On My Way Pre-K Provider. Families may choose from a program that is full-day or part-day, as well as from programs that end with the school year or continue through the summer.

Families who need help finding an approved pre-K program can also call 1-800-299-1627 for assistance from an early learning referral specialist.

More than 5,000 Hoosier children have attended preschool through a grant from the On My Way Pre-K program since it began in 2015. OECOSL continues to partner with Purdue University on a longitudinal study of children who have participated in the pilot program in an attempt to measure their success OECOSL also updates the Indiana General Assembly every year on the program. The most recent report can be found here.

On My Way Pre-K is Indiana’s first state-funded prekindergarten program, which was approved as a five-county pilot by the Indiana General Assembly in 2014, and expanded to a 20-county pilot by the General Assembly in 2017. For more information, visitwww.OnMyWayPreK.org.

The Office of Early Childhood and Out-of-School Learning is a division of the Indiana Family and Social Services Administration (FSSA).

February 21, 2018: 50+ Men Who Care Meeting

Are you thinking about how you can make a difference in 2018? YOU’RE INVITED to 50+ Men Who Care Bloomington and Monroe County‘s next meeting on Wed, Feb 21. Come and learn how this giving circle supports local nonprofits that are saving lives, improving lives, and making our community a better place.

 In the past three years, this giving circle has:

Provided 250 full scholarships for Boys and Girls Club of Bloomington summer camp.

Purchased a bus for Girls, Inc.to use to pick up girls from schools for after-school programs.

 Supported the training and development of multiple CASA advocates for children.

Trained and matched over 50 Big’s and Little’s in the Big Brothers Big Sisters program.

Supported hundreds of backpack meal programs for Community Kitchen’s summer feeding programs.

Provided support for multiple classroom projects for MCCSC teachers to enhance student experiences.

Provided dental and vision care through Volunteers in Medicine.

Provided hundreds of family meals through the Hoosier Hills Food Bank.

50+ Men Who Care is open to all men from Monroe County, and can support any 501-c-3 organization.  Socializing begins at 5:30 p.m. with a business meeting to follow from 6:00 p.m. to 7:00 p.m.
Upcoming Meeting Dates:

  • June 9, 2018
  • September 19, 2018
  • November 14, 2018

Learn more about 50+ Men Who Care at https://www.fiftymenwhocare.org/

2018 scholarship applications open


The Community Foundation administers a number of scholarship funds to support the educational aspirations of Monroe County community members. Applications are now open for the following 2018 scholarships:

Stinesville High School Alumni Scholarship

Deadline to apply: February 28, 2018

This scholarship is awarded to an Edgewood High School senior who has a Bean Blossom Township School affiliation. Consideration is given for academic as well as other achievements, leadership activities, extra-curricular skills, financial need, and the student’s work record.  View more information about Stinesville High School Alumni Scholarship.

Pi Beta Phi Alumnae Club Betty Burnett Welke Scholarship

Deadline to apply: February 28, 2018

This memorial scholarship honors Betty Burnett’s years of service and commitment to the Pi Beta Phi chapter at Indiana University. Applicant must be a member in good standing of the Indiana Chapter of Pi Beta Phi; be a sophomore or junior currently attending IU – Bloomington; have at least a 2.50 overall GPA, and exhibit outstanding service to the chapter and to IU.  View more information about Pi Beta Phi Alumnae Club Betty Burnett Welke Scholarship.

Monroe County Ag Day Scholarship

Deadline to apply: March 15, 2018

This scholarship is awarded to a current senior in high school who meets at least one of the following criteria: raised on a farm, member/former member of the Monroe County 4-H program, current member of an FFA chapter in Monroe County. Scholarship(s) may be used for college tuition, fees, books, and/or equipment necessary for coursework. Applicants may major in any area of study; however, preference will be given to those individuals majoring in Agriculture, Home Economics or Natural Resources.  View more information about Monroe County Ag Day Scholarship.

Carl Deal, Jr. Memorial Scholarship

Deadline to apply: March 15, 2018

This scholarship was created in honor of Carl Deal Jr.  Mr. Deal felt a strong passion for The Boys & Girls Club and their strong commitment and success in our community, the lives of his family and friends and he appreciated the commitment and impact that BGCB had on his life.  Carl was a long-time Boys & Girls Club member and wanted to give back to the young people of this community. Upon his death, his friends, co-workers and family coordinated an annual fundraiser known as “King’s Blues, BBQ & Funkfest”, in order to raise funds to create a scholarship to be presented annually to a current, or former Boys & Girls Club member, for post-secondary education or training. For more information and the online application, View more information about the Carl Deal, Jr. Memorial Scholarship.

Thomas Moeller Memorial Scholarship

Deadline to apply: April 15, 2018

This memorial scholarship honors Thomas Moeller’s musical talents and provides opportunities for students to pursue music education. Applicants are high school students – grades 10 to 12 who reside in Monroe County and wish to pursue music endeavors. Examples of expenses eligible for this scholarship award include, but are not limited to, rental or purchase of a musical instrument, music lessons, fees for musical competition, recording projects, vocal lessons, tuition for music camp (college tuition/fees for music and/or music education major may be considered).  View more information about the Tom Moeller Memorial Scholarship.

For specific questions on these or other scholarship opportunities, please contact Program Director Marcus Whited at [email protected] or 812-333-9016.

February 7, 2018: 100+ Women Who Care Meeting


Are you thinking about how you can make a difference in 2018? YOU’RE INVITED to 100+ Women Who Care Bloomington and Monroe County‘s next meeting on Wed, Feb 7. Come and learn how this giving circle supports local nonprofits that are saving lives, improving lives, and making our community a better place.

Here are a few reasons to join now or to renew your commitment to 100+ Women Who Care:

  • TIME: You’re busy, but you can commit to one hour every three months.
  • INFORMED GIVING: This is a chance to learn about – or let other women know about – the impactful work being done by our local non-profits.
  • FRIENDS: We are a caring and amazing group of women and we make an immediate and positive impact in our community.
  • NO ADMINISTRATIVE COSTS: 100% of our quarterly donations to go directly to the charity that we select.
  • IMPACT: Your quarterly donation becomes a part of a larger amount of money (more than $18,000 per quarter!) by joining together with other women—creating a powerful impact in our local area.
  • LONG-TERM POSITIVE EFFECTS: We have, together since November 2011, given nearly $650,000 to local agencies that are saving lives, improving lives, and making our community a better place.

100+ Women Who Care is open to any woman in Monroe County who wants to make a difference. Socializing/registration is 5-6 p.m. and the meeting will run 6-7 p.m. 

Upcoming Meeting Dates:

  • May 2, 2018
  • August 1, 2018
  • November 7, 2018

Learn more about 100+ Women Who Care at https://100pluswwc.wordpress.com/

Community Foundation announces $560,000 in grant initiatives

Thirteen nonprofits selected to receive $270,000 in Community Impact Grants; additional $290,000 in proactive granting distributed

The Community Foundation of Bloomington and Monroe County has announced that it is awarding $560,000 in competitive and proactive grants this year to local organizations. The grant recipients were honored at a special event on Thursday, January 11 at Hoosier Energy.

Thirteen nonprofit organizations have received Community Impact Grants, a competitive granting initiative totaling more than $270,000. The Community Impact Funding Initiative is co-funded by the Community Foundation and Smithville Charitable Foundation. The Community Foundation also announced that it is distributing $290,000 in proactive grants this fiscal year to serve Monroe County.

“A review of the grants selected for funding this year serves as a reminder of our community’s most compelling needs and opportunities,” said President and CEO Tina Peterson. “From preparing our young people for a successful tomorrow; addressing the changing face of healthcare and the significance of trauma in derailing success for many of all ages, these grants are both relevant and specific to the very real issues we face as a community.” 

“Dollars endowed by many generous donors over the last 28 years allow us to realize their philanthropic priorities and to fulfill our mission as an organization committed to ensuring that Monroe County is poised to thrive today and in the future.”

Competitive Granting

Grants funded through the Community Impact Funding Initiative aim to strengthen the community by supporting innovative projects with lasting impact by empowering local organizations to address pressing needs and compelling opportunities in Monroe County. This granting initiative is designed to support a broad range of community needs in arts and culture, social and health services, education, recreation, beautification, preservation, the environment, animal welfare, and community development.

This year represents the seventh year that Smithville Charitable Foundation joins the Community Foundation in funding Community Impact Grants. “We’re grateful for this partnership with Community Foundation of Bloomington and Monroe County,” said Darby McCarty, a governor on the Smithville Charitable Foundation Board of Directors and President/CEO of Smithville Communications. “This grant initiative is a wonderful example of a community foundation and a private foundation working together to enrich the lives of people in their community.”

Grants were awarded from an original field of 58 applicants and range in size from $10,000 to $50,000 for a total of $270,194.

2018 Community Impact Grant Recipients:

Banneker Community Center for a 15-passenger vehicle to expand participation for low-income children and teens in programs that inspire youth to maximize their full potential. – The grant will allow Banneker Center to increase the transportation radius from 1.5 miles to 3.5 miles for the Banneker Camp summer program, Break Days, Teen Drop-In Afterschool Program, and the Teen Mentoring Program.

Catholic Charities Bloomington to expand mental health and counseling services for children, families, and individuals that have experienced trauma, often due to the impact of the opioid crisis. – The grant will fund Eye Movement Desensitization and Reprocessing (EMDR) therapy, a technique proven effective in decreasing or eliminating the symptoms of post-traumatic stress; Theraplay, a family therapy approach for children with reactive attachment disorder and their families; and positive parenting and education coaching sessions.

Ellettsville Main Street for a paved, handicap accessible parking lot at the Heritage Trail to provide safe access for people of all abilities to Ellettsville’s only recreational pathway for walking, jogging and biking. – The matching grant will help to fund paved parking that will allow users a safer way to enjoy and access the trail.

Foundation of Monroe County Community Schools for the STEM Collaboration Lab at Bachelor Middle School to give students tools and experiences in preparation for careers and pathways in science, technology and engineering. – The grant will be used to create a lab where students can create, invent, tinker, explore, & discover science, technology, engineering and math (STEM) in an educationally relevant way.

Girls Inc. of Monroe County for a programmatic needs assessment to identify the challenges and opportunities of Monroe County girls ages 5-18, with a focus on girls of color, those from low-income families, and from rural communities. The grant will facilitate an assessment to evaluate current Girls Inc. programs and enable the organization to better tailor and increase participation in its programs and activities.

Humanetrix Foundation for technology forum events to increase the number of women pursuing computer science, technology and entrepreneurship training and careers. The grant will fund events for college students and professionals to promote technology skills, internships, companies, networking, and careers for women and increase female participation within the greater Bloomington technology sector.

Middle Way House to expand violence prevention programming into elementary schools to reduce the likelihood of future sexual and dating violence. – The grant will aid in hiring a part-time prevention specialist to expand youth prevention to elementary children, with the goal of allowing childhood sexual assault (CSA) survivors to seek help sooner, decreasing peer-to-peer perpetration, and better preparing students for prevention programming at the junior and high school level.

New Hope Family Shelter to support the purchase of property for a new facility to serve more families and children affected by homelessness – This grant will aid the relocation process of New Hope’s temporary shelter for homeless families and expand its low-income child care programs in a new location.

People & Animal Learning Services for the construction of new fencing to expand therapeutic and educational programs to help more children, adults and seniors with a variety of physical, cognitive, emotional, and social disabilities, or who are recovering from substance abuse. – The grant will provide for construction of additional fences on the property, which will increase capacity to serve clients participating in therapeutic riding programs.

Teachers Warehouse to expand free school classroom supply services to high school teachers – The grant will facilitate the successful expansion of free classroom supplies to teachers at high schools in Brown, Greene, Lawrence, Monroe, and Owen counties, previously only available to elementary and middle school teachers.

Volunteers in Medicine of Monroe County for a feasibility assessment of gaining Federally Qualified Health Center (FQHC) status to serve more low income and medically underserved individuals in Monroe and Owen Counties. – The matching grant will allow Volunteers in Medicine to conduct a feasibility study of gaining FQHC status. FQHC status would enable VIM to receive federal and state funding for services.

Wheeler Mission Ministries for the installation of a fire suppression system to expand capacity from 50 to 130 men at the emergency shelter The grant will help fund the installation of a fire suppression system including sprinklers, expanding capacity at the Center for Men. Shelter services are offered throughout the year to anyone regardless of religious preference, gender identification, race, background, etc.

WonderLab Museum for a STEM-focused museum experience for children ages birth to 3 years to meet the needs of an increasing number of visitors in this key age group and establish strong educational foundations for young children. –The grant will help to fund the creation of “Science Sprouts Place,” a new 600 square foot exhibit area with science, technology, engineering and mathematics experiences for children ages birth to 3 years and their caregivers. Experts in early childhood education recognize that effective STEM education begins at birth and that investment in early learning pays off through adulthood, with positive effects on educational achievement and professional success.

Proactive Granting

While competitive granting serves as one vehicle for addressing pressing needs and compelling opportunities, the Community Foundation Board also provides proactive funding in areas of particular relevance to our community. These grants are generally funded from field of interest funds established by donors to address specific focus areas along with the Community Foundation’s unrestricted funds. This fiscal year (July 1, 2017-2018), the Community Foundation is providing focused, proactive funding in the areas of innovative programming for children, parental engagement, health, and the arts. Grants range in size from $10,000 to $75,000 and total $290,000.

Proactive Grants:

Centerstone for transitional housing and treatment for women in recovery The grant will provide seed funding for a six-bed transitional housing and treatment program for women recovering from substance abuse and their children. This transitional housing and treatment center will be Bloomington’s first to serve women who are pregnant or who have young children and will provide childcare support and parenting education along with substance abuse treatment. Currently, there is no housing option for women in recovery that enables them to keep their young children with them, rather than in foster care, a proven best practice and option for children, when feasible.

Monroe County Community School Corporation to support the creation of an additional pre-K classroom at Grandview Elementary School. This will be the seventh tuition-free pre-K classroom at a Title I school that the Community Foundation has helped establish in MCCSC. The goal is to increase access to affordable early childhood education. This classroom will serve another 20 children in need of high-quality learning.

Monroe County United Ministries to support expansion of the Compass Early Learning Center. The Community Foundation grants will support critical infrastructure improvements and bridge funding for additional staff, allowing Monroe County United Ministries to increase the number of children served through the early learning center.

Monroe County Community School Corporation and Richland-Bean Blossom Community School Corporation to support and facilitate the parental engagement program for families of children in early learning programs. The grants will fund a preschool parent liaison position through MCCSC and support the RBBCSC preschool parent engagement program.

Women Writing for (a) Change Bloomington to expand community creative writing programs – The grant will allow Women Writing for (a) Change Bloomington to expand outreach to other vulnerable populations connected to nonprofits in Monroe County such as Stone Belt, Stepping Stones, Big Brothers Big Sisters, and others. The grant will facilitate funding for outreach and new writing classes and workshops for clients, volunteers, and staff.

Community Development Finance Institutions. Additionally, the Community Foundation is working with the Bloomington Urban Enterprise Association and the City of Bloomington to explore the potential for employing Community Development Finance Institutions to generate economic growth and opportunity, in particular amongst underserved populations. CDFIs can support communities through attracting private sector investment to support community development initiatives such as affordable housing, job creation, and nonprofit sector financing. 

Several 2018 grant recipients shared how these grant funds will impact their organizations and communities:
“New Hope for Families is thrilled to receive a Community Impact Grant this year to help us begin the process of relocating our services,” said Emily Pike, director of The Nest at New Hope. “We are excited for the future of this project and feel so fortunate to have the Community Foundation as a partner.”
 
“I am so grateful to the Community Foundation for providing us the opportunity to expand our prevention work,” said Debra Morrow, executive director of Middle Way House. “We feel that it is so valuable to expand in this area as we continuously strive to reach more youth. While the immediate crisis work we do is vital, we must simultaneously work to prevent future violence.”

About the Community Foundation: Created by individuals, families, and businesses who share a passion for Monroe County and a vision for its future, the Community Foundation of Bloomington and Monroe County has granted $27 million to more than 400 local nonprofit organizations since its incorporation in 1990. With a growing $32 million endowment, the Foundation makes a difference by connecting caring people, important causes, and community resources.

About the Smithville Charitable Foundation: Inspired by altruism, the Foundation’s main goal is to enrich the lives of those around them by creating opportunities and bringing necessities to communities in its areas of service. As a private foundation, it works closely with community foundations in surrounding counties and supports a variety of causes related to religion, education, health, relief of poverty or distress and various public organizations.

January 11, 2018: Community Impact Grant Awards


Join us for a special reception to recognize and honor the 2018 Community Impact Grant Recipients! The Community Impact Funding Initiative is a collaborative effort of the Community Foundation and Smithville Charitable Foundation.

Thursday, January 11 at 5:30 p.m.
Hoosier Energy
2501 Cooperative Way
Bloomington, IN 47403
Directions

Please RSVP by Wednesday, January 10. We will provide a list of event attendees to our friends at Hoosier Energy for check-in prior to the event. For event questions, contact Dea Szatkowski at (812) 333-9016 or [email protected].