Winter Haven – Members of the GiveWell Community Foundation’s Leadership Council met at the Citrus Center Boys & Girls Club in Winter Haven for the first combined meeting of the 2018-2019 fiscal year on Thursday, August 23rd. The Leadership Council was established to support and promote the mission and vision of GiveWell Community Foundation.

Leadership Council Chair, Bill Dorman, opened the meeting. The members were welcomed by Avery Engram,¬†Senior Unit Director at Citrus Center Boys & Girls Club, an agency fundholder. Terry Simmers, the GiveWell Community Foundation’s President/CEO, provided updates from the Community Foundation. Chief Philanthropic Officer, Lori Martini, then led a panel discussion on several types of charitable funds from a fundholders’ perspective.

The panel was comprised of Foundation fundholder John Curtis, who shared why he decided to establish a donor-advised fund with the Community Foundation; Polk Education Foundation’s Executive Director, Susan Copeland, who explained how their agency fund helps the organization accomplish its mission; and Community Foundation board member, Bonnie Parker, who shared why she established her legacy fund.

Panel photo
Discussion panel (left to right): Bonnie Parker, board member and legacy fundholder; Susan Copeland, Executive Director of Polk Education Foundation; John Curtis, donor-advised fundholder; and Lori Martini, Chief Philanthropic Officer.

The panel discussion helped provide council members with insight and real-world examples as to what types of funds the Community Foundation provides and how the Foundation provides personalized support and local philanthropic expertise.

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