10 ways to get the most from your Philanthropy Ohio membership

headshot of claudia smilingYour membership in Ohio’s statewide philanthropic network presents great ways to enhance your professional development and further your career:

1. Extend your learning by attending programs in person or from the comfort of your office and by reading the latest and best resources.

2. Engage in policy reform work by participating in our Education or Health Initiatives.

3. Seek advice and tips from your peers, posting to one of our funder-specific listservs.

4. Request a speaker on the latest philanthropy data and trends.

5. Submit an information request or request a sample document.

6. Volunteer for a committee.

7. Share news about your organization, for inclusion online and in newsletters.

8. Get free advice from our Lawyer on Call, an expert in foundation law.

9. Write a guest blog on a current philanthropic topic or project at your organization.

10. Connect via social media on Facebook, Twitter and YouTube.

Claudia Y.W. Herrold


January 10, 2018 at 10:12 am Leave a comment

Implications of tax reform bill

headshot of claudia smilingAs the dust settles on the tax reform bill, I wanted to point out key provisions that will likely impact community foundations and other public charity grantmakers and suggest that you consider amplifying your end-of-year appeals in the face of anticipated losses next year.

Briefly, doubling the standard deduction and eliminating or reducing other credits and deductions is projected to result in 95% of current itemizers no longer using that schedule. In Ohio, based on 2015 data provided by 1.5 million itemizers with charitable deductions, that means $3.8 billion of total $5.5 billion given by individuals (not via bequests) is at risk.

Tax TimeWhat does this mean for your organization and those you support? We don’t know for sure but we do know that tax policy plays a major incentive for charitable giving and are afraid of how those donations might fall. Additionally, the exemption from the federal estate tax was doubled to about $22 million for couples.

A few of our members have asked today about how to position their organization for planned or special appeals before the end of the year, beyond sending the message of “send more money now.”

Pointing out that this may be the last year for which most donors will have the tax incentive to give, you might suggest that they use their IRA assets (if they are 70 ½ or older) and/or that they consider making a one-time substantial gift.

budget_funding_money_iStock_97926945Three positive items to note: the Johnson Amendment stands, prohibiting political activity by nonprofits; no changes were made to donor advised funds; and donors can receive a tax deduction for cash gifts of up to 60% of their adjusted gross income, up from the current 50% limit.

As we look to next year, we’ll be heading to Washington D.C. for Foundations on the Hill, where we will talk about a number of ways to mitigate the damage to charitable giving that we anticipate:

  • Allow IRA assets to be given to donor advised funds;
  • Decrease the IRA charitable rollover age to 59 ½; and
  • Create an above the line, universal deduction for charitable gifts.

It will be a critical year, please consider joining your philanthropy colleagues from across the country on March 12 – 14 for Foundations on the Hill.

FOTH 2018

Claudia Y.W. Herrold

December 20, 2017 at 3:43 pm Leave a comment

New trustees join the Philanthropy Ohio board

2016-jessica-blog-photoAt the Philanthropy Ohio annual meeting on October 5, members elected five philanthropy leaders to serve an initial three-year term on the Board of Trustees beginning in January. We’re thrilled to welcome these new members to the board. Read their bios below.

Burwell_KeithKeith Burwell has led the Toledo Community Foundation since 2004, where he oversees an annual grants program averaging $14 million. As a catalyst and convener, he brings the foundation’s voice and resources to critical community issues. Keith has served on Philanthropy Ohio’s Public Policy, Annual Conference and Community Foundation Committees. He has a master’s degree from Southwestern Baptist Theological Seminary and a bachelor’s degree from Campbell University.

Groves_brady newBrady Groves has served as president of the Richland County Foundation since 2011 where he has helped create a five-year economic development investment strategy, developed a nonprofit capacity-building academy and worked to change the foundation’s paradigm of responsive grantmaker to a system of social capital and impact. He co-chairs the Member Services Committee and has served on the Annual Conference Committee. Brady earned his MBA from Ashland University and a bachelor’s degree in business administration from Bowling Green State University.

Hulbert_Margaret hiMargaret R. Hulbert serves as vice president, strategic resources & public policy, for United Way of Greater Cincinnati where she directs a team to develop effective funding partnerships for health, human services and community development needs in Southwestern Ohio and Northern Kentucky. She serves on Philanthropy Ohio’s Public Policy and Education Advisory Committees. Margaret holds a bachelor’s degree in English and political science from Macalester College and did postgraduate work in college administration at Indiana University.

Rand_LissyLissy Rand serves as vice president, grantmaking & strategy, for Deaconess Foundation, which she joined in 2014 after nearly 10 years with Foundation Management Services in Cleveland where she served as program officer for five client foundations. She is a graduate of Northwestern University and received a Master of Social Work degree from University of Michigan and a Master of Public Health degree from University of Illinois.

White_Karen_AKaren White is the senior vice president and senior program officer, corporate philanthropy, for KeyBank where she manages a grant portfolio of nearly $40 million. In Northeast Ohio, Karen manages strategic grantmaking for the foundation in the areas of arts and culture and community economic impact in addition to leading the bank’s national signature volunteer program and strategic grantmaking in the Great Lakes and Western Pennsylvania regions. She is a graduate of Sawyer College of Business.

Also at the annual meeting, we recognized two outstanding volunteers who are leaving the board this year.

sobecki_mary-COL-DC01Mary Sobecki, executive director of the Needmor Fund, joined the board in 2008. Bringing her wit and wisdom to the boardroom, Mary over the past 9 years served on many committees, including: annual conference, strategic planning, public policy, diversity, equity and inclusion and numerous affinity groups.

Kleptz_melissaMelissa Kleptz, executive director of the Troy Foundation, has served faithfully on the board since 2009. Melissa has brought her energy and expertise to a variety of areas, with service on governance, executive, public policy, Ohio Philanthropy Award Selection, community foundations and strategic planning committees, and she chaired the board of trustees for two years. She undoubtedly has left her mark on our organization with her steadfast leadership, integrity and insight.

We’re looking forward to 2018 and a new year of leadership, learning, growth and progress.

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Jessica Howard

December 18, 2017 at 5:00 pm Leave a comment

Charitable giving is at risk

headshot of claudia smilingTomorrow is Giving Tuesday, a day when charities across the country raise the money that sustains their efforts to help those most in need – whether that need is for a college education or workforce training, for food and a safe place to sleep, for addiction treatment or for dental care. If Congress has its way, those charities are going to be in a world of hurt as the charitable deduction so many charities rely on to spur donations comes to an effective end if the tax reform bill passes in its current form.giving tuesday

The Tax Cuts and Jobs Act eliminates a number of deductions and credits while doubling the standard deduction, a move that is intended to both simplify tax returns and lower the amount of taxes owed – at least for some individuals. While the bill keeps the charitable deduction – which has existed for 100 years – many fewer individuals will choose to itemize since they would lose other deductions and credits – like those for tuition, medical expenses and payment of state and local taxes. National estimates project that 95% of taxpayers who currently itemize their deductions (including the charitable deduction) will no longer do so once the other deductions and credits are deleted. A study by the Tax Policy Center estimates that charities would lose between $12 and $18 billion next year because of the tax bill’s effective elimination of the charitable incentive for donating to nonprofits. Here in Ohio, that 95% gave almost $4 billion in 2015, an amount that would be at risk of dramatically decreasing if the incentive for giving goes away. And, not only would thousands of charities and those they serve be impacted by such a reduction, so would Ohio’s economy, since almost 12% of the workforce is employed by a nonprofit.


There is a way to offset – at least partially – this anticipated decrease: create a universal deduction for gifts to charity, similar to the deduction enacted in the 1980s. In fact, HR 3988 proposes doing so, allowing all Americans to deduct their charitable donations without itemizing. We call upon Senators Portman and Brown to offer this as an amendment as the bill moves to the Senate floor.

Sad young man in empty room

It is critical to recognize that philanthropy cannot fill the needs – here in Ohio or nationwide – created as a result of the many provisions negatively impacting charitable giving and low- and middle-income workers and families. Ohio’s foundations, United Ways and other public charities gave over $2 billion to nonprofits in 2015, the highest on record, but it’s insufficient to fill anticipated gaps if the tax reform bill passes in its current form.

Claudia Y.W. Herrold

November 27, 2017 at 11:20 am Leave a comment

Open letter to Ohio’s Congressional delegation

The Honorable Joyce Beatty
U.S. House of Representatives
Washington, DC

Dear Representative Beatty,

As we watch the U.S. Congress move with all due haste toward passing a tax reform bill, Philanthropy Ohio urges you to carefully evaluate proposed reforms’ impact on philanthropy and on the lives of our most vulnerable citizens, those whom our philanthropic dollars serve through our nonprofit partners.

The pending tax debate is critical for the philanthropic sector, as we have witnessed during conversations with Trump Administration officials and congressional staff. Those conversations revealed the widely-held, misguided understanding that Congress can enact severe tax cuts because philanthropy can step in to meet the resulting needs of the underserved. We in philanthropy know this is a fallacy of supreme proportions and we continue to push back on that statement.

For the first time, Philanthropy Ohio is weighing in on tax policies beyond the typical items related to charitable giving; as you well know, we have visited with you and others to advocate for expanding the IRA Charitable Rollover; reducing the private foundation excise tax; and maintaining the full scope and value of the charitable deduction. Those are all important for philanthropy’s continued strength and vitality – but this time we turn our attention as well to a number of other items that help those served by philanthropy, lower- and middle-income individuals and families.

Capitol Hill3

You are familiar with Ohio’s current economic circumstances, where townships and small- to mid-sized legacy cities are experiencing unprecedented financial insecurity. The Ohio United Way’s ALICE® Report (Asset Limited, Income Constrained, Employed) found that in 2015, 14% of Ohio’s households faced financial hardship and an additional 26% (1.2 million households) were identified in the ALICE category. It is this population of Ohioans about whom we are most concerned when we read the tax reform proposals, concluding that they could very well do more harm than good on the lives of those we in the philanthropic sector have the privilege to serve.

Consider, for instance, two tax credits for low- and middle-income workers under debate: the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC), both of which help individuals and families make ends meet by keeping more of what they earn. The EITC refundable tax credit incentivizes work and depends on a worker’s income, marital status and number of children. In Ohio, 939,000 workers claimed the EITC last year, putting $2.3 billion into Ohio and lifting people out of poverty. The EITC’s power could be increased by extending it to younger adults, parents not living with their children and veterans. Similarly, the CTC should be protected as a refundable credit and considered for expansion to older adults, especially given the number of seniors raising grandchildren as a result of the opiate addiction crisis.

For a working family in Elyria, Ohio, that earns $12 an hour in a local manufacturing plant, living paycheck to paycheck requires vigilance and planning that few of us with privilege understand. Life for many families is wrought with uncertainty, and a tax refund check can mean the difference between eviction or being able to pay for medicine. Both Republicans and Democrats have supported the EITC and current proposals to change these effective policies would push more people in lower- to middle-income brackets into full-blown poverty that will increase demands on philanthropy and nonprofits.

education fund

Another set of credits at risk in current debates is also of concern to those of us who look at education as a step out of poverty: the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LTC), designed to help low and middle class taxpayers afford higher education expenses. The AOTC is the more lucrative of the two as it can provide a family with about $2,500 a year for each eligible student. Foundations know that for many families a $5,000 top-off to a financial aid package can mean a world of difference for a student embarking on a four-year college education or community college. The LTC provides up to $2,000 for qualifying tuition and fees for those who may be older and returning to school to pursue a new career at higher pay. We know from our colleagues in the education sector, the lifetime earnings of a person holding a four-year degree is about $1.9 million, about twice what the typical high school graduate earns, and $335,000 more than what the typical associate degree program graduate earns. Despite this evidence, a 2014 Congressional Budget Office report suggested elimination of these and similar credits to help reduce the deficit. Philanthropic dollars will never be able to make up the difference this reduction would have on this important form of college financial aid.

We are also concerned about the proposal to double the standard deduction, intended to simplify the tax code by reducing the number of itemizers by 95%. In Ohio, that would mean 1.25 million fewer itemized returns reporting charitable contributions in a given year. Of the 1.31 million Ohioans who itemized charitable contributions on their federal returns, 24 percent had incomes less than $50,000 and made $612 million in contributions to local charities. Further, middle-income taxpayers (income between $50,000 and $200,000) gave $2.6 billion dollars and made up two-thirds of all itemizers.  The remaining 7 percent – the wealthy donors with income over $200,000 – presumably would be the only ones left itemizing. Research suggests that overall charitable giving in the U.S. would drop dramatically if this provisions passes. The nonprofit sector, which in Ohio constitutes 10% of the work force, would be significantly impacted by reduced charitable contributions and services would be dramatically cut – all leading to increased demands on philanthropic dollars. And, some models have shown that doubling the deduction would actually increase the tax burden on low to middle-income taxpayers, when all itemized deductions are foregone. What looks like an admirable simplification could result in a larger tax burden for many.

Here In Ohio, philanthropy leaders realize that as co-investors with government on a wide array of critical issue areas – including education, health, human services and economic development – the federal tax code is a tool that allows this partnership to flourish and that supports the common good of a vibrant and informed democracy filled with opportunity for all to achieve the American dream. We hope that reform discussions occur within a framework that considers how the tax code can: promote and sustain a robust tradition of generous charitable giving by Americans helping their neighbors; ensure the vibrancy of the nonprofit sector, where its citizens voluntarily engage in their democracy; advance economic security for all Americans; and invest in educational opportunities that prepare Americans for the dramatic changes facing us in this 21st century.

We urge you to use these goals as you consider the tax reform proposals being debated and we stand ready to provide additional information and insights as would be helpful.


Suzanne T. Allen, Ph.D.                                  Claudia Y.W. Herrold
President & CEO                                               Senior Vice President

October 30, 2017 at 4:59 pm Leave a comment

Philanthropy Ohio opposes eliminating Ohio’s Learning Standards

headshot of claudia smilingWith the Ohio House Education and Career Readiness Committee hearing tomorrow to address school assessments, curricula and teacher evaluations, we wrote Chairman Brenner, Vice-Chairman Slaby and Ranking Minority Member Fedor to express our opposition to House Bill 176 and 181.

Philanthropy Ohio and its Education Initiative specifically oppose the elimination of Ohio’s newly-revised Learning Standards.

The hearing is Tuesday, Oct. 24, at the Ohio Statehouse at 4 p.m.

Oct. 2017_Philanthropy Ohio letter crop

See the full letter letter below.


Oct. 2017_Philanthropy Ohio letter

Claudia Y.W. Herrold

October 23, 2017 at 5:37 pm Leave a comment

Four philanthropists honored in Cleveland

2016-jessica-blog-photoEarlier this month, four individuals received awards for outstanding achievements in philanthropy. This year is the 13th consecutive year our board of trustees has awarded the Ohio Philanthropy Award, which went to Hank Doll. Read more about the four awards and awardees below.

Innovation Award – Don Ambrose

The Innovation Award honors a philanthropic catalyst – someone who has moved philanthropy forward from an original idea through implementation to results, and the 2017 winner is Don Ambrose.

Don Ambrose awardDel Mar Healthcare Inc.’s President Don Ambrose established the Del Mar Social Innovation Award at the Dayton Foundation with the goal of challenging local organizations to think deeply and creatively about how they can serve older adults. Since 2010, the Social Innovation Award has granted more than $2 million to enhance the lives of Greater Dayton’s older adults. The award funds proposals that demonstrate groundbreaking, unique and highly collaborative projects. Without the encouragement of the Del Mar Social Innovation Award, some of these important community projects may have not come to fruition.


Aiyana Marcus, program officer at The Dayton Foundation, accepted the Innovation Award on Don’s behalf and is pictured with Robert Jaquay, The George Gund Foundation associate director.

Emerging Ohio Philanthropist – Anthony Richardson

The award for an Emerging Ohio Philanthropist honors someone who, regardless of age, has engaged in philanthropy for the first time in the last few years, either as a volunteer or as staff. Nominees should demonstrate exemplary leadership in advancing philanthropy, engagement beyond a single community, creativity in a philanthropic endeavor or project and significant accomplishment over a short period.

The 2017 winner is Anthony Richardson, described by his nominators as someone “who has exemplified the spirit of quiet leadership and innovative approaches to problem solving.” Another nominator noted that he has “emerged as a strong voice and active member of Philanthropy Ohio’s DEI Committee.”

Anthony currently serves as the Civic Affairs and Education Program Officer for The Nord Family Foundation. He is involved with Philanthropy Ohio’s DEI Committee, Education Advisory Committee, Public Policy Committee and the Tax Reform Working Group. He recently was named chair of the Academic Distress Commission for Lorain City Schools, appointed by State Superintendent of Schools Paolo DiMaria.


The 2017 Emerging Philanthropist is Tony Richardson (center) pictured with Connie Hawk (left), Licking County Foundation director and Robert Jaquay (right), George Gund Foundation associate director.

Michael G. Shinn Award for Diversity, Equity and Inclusion in Philanthropy – Treye Johnson

The Philanthropy Ohio Board of Trustees created this award after Mike’s death in March 2015. He was the founder of the Shinn Family Foundation and served as secretary of Philanthropy Ohio’s Board of Trustees; he also chaired the board’s Diversity, Equity and Inclusion (DEI) Committee, taking on primary responsibility for guiding Philanthropy Ohio’s efforts in that arena. In addition to the philanthropy he did through the Shinn Family Foundation, Mike was an active and respected community volunteer who gave generously of his time, talent and treasure.

Award nominees should have made outstanding contributions to philanthropy by demonstrating that he or she builds bridges, connecting people dedicated to diversity, equity and inclusion; champions the acceptance, respect and inclusion of all; promotes justice and fairness; forges genuine partnerships with diverse communities; and implements DEI practices in organizational operations, grantmaking and other areas.

Treye Johnson, program officer at The Burton D. Morgan Foundation, is the 2017 winner. He helped bring the Racial Equity Institute’s Groundwater training to Northeast Ohio over the past two years and is planning future activities that follow up on the training. He also coordinated the 2016 Forward Cities national convening that focused on initiatives advancing inclusive entrepreneurship and innovation. Treye has also been a driving force on our Diversity, Equity and Inclusion Committee, bringing his passion and voice to this important work.

One of his nominators described Trey’s impact, saying, “Treye has emerged as a strong voice and active member of Philanthropy Ohio’s Diversity, Equity and Inclusion committee. As I learn of all the things he’s involved with, I continue to be impressed. It’s people like Treye who give me hope for the future. He is passionate, articulate and involved in both his community and philanthropy.”

Deborah Hoover, president and CEO of Burton D. Morgan Foundation, noted, “Treye has served as an inspirational role model in helping to create a ‘culture of inclusion’ in our Northeast Ohio entrepreneurial ecosystem. Trustees and staff are extremely proud of this meaningful recognition of Treye.”


Treye Johnson (right) won the 2017 Michael G. Shinn Award for Diversity, Equity and Inclusion in Philanthropy. He’s pictured with Athens County Foundation Executive Director Susan Urano (left) and Deborah Aubert Thomas, Philanthropy Ohio vice president for programs and learning.

Ohio Philanthropy Award – Hank Doll

The Ohio Philanthropy Award is the award for lifetime achievement. It recognizes an individual or organization for outstanding achievements over a long period, demonstrating long-standing leadership in advancing philanthropy, creativity in responding to societal problems and significant positive impact on philanthropy.

This year’s award winner is Hank Doll of the Doll Family Foundation. Many thoughtful letters extolling Hanks’ accomplishments and passion for philanthropy spoke of his generosity of spirit, his longstanding leadership and his integrity. Hank’s contributions to philanthropy span five decades and have influenced foundations, nonprofit organizations and communities across Ohio. He has worked as an executive, an individual philanthropist, civic leader and advisor. His creation of the “Giving Back Gang” not only inspired giving, but also engaged more than 70 individual philanthropists, generating $275,000 in grants over 15 years. Philanthropy in Ohio would not be the same without Hank.


Hank Doll of the Doll Family Foundation won the 2017 Ohio Philanthropy Award.

Congratulations to our 2017 Philanthropy Award winners!

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Jessica Howard

October 23, 2017 at 4:29 pm Leave a comment

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