THE FOUNDATION FOR ENHANCING COMMUNITIES

TFEC INITIATIVES EARLY EDUCATION INITIATIVE THE MISSION OF THE TFEC EARLY EDUCATION INITIATIVE IS TO CULTIVATE, CONVENE AND STRENGTHEN COMMUNITY OPPORTUNITIES FOR GROWTH, SAFETY, AND WELLNESS FOR ALL CHILDREN, NOW AND FOR FUTURE GENERATIONS. THE TFEC EARLY EDUCATION INITIATIVE IS GUIDED BY THE EXPERTISE OF THE TFEC EARLY EDUCATION ADVISORY COMMITTEE. THE COMMITTEE EXPLORES THE SYSTEMS, PARTNERSHIPS, AND LEADERSHIP ROLES THAT BEST ENHANCE AND STRENGTHEN CONNECTIONS, FOCUSING ON SERVICE TO CHILDREN FROM PRENATAL TO FIVE YEARS OF AGE, WHICH IS CRITICAL DUE TO THE LACK OF COHESIVENESS IN THE EARLY EDUCATION SECTOR. THE THREE OVERARCHING GOALS INCLUDE A MORE EDUCATED AND ENGAGED LOCAL BUSINESS COMMUNITY AROUND EARLY EDUCATION, TO RAISE AWARENESS OF THE IMPORTANCE OF SCHOOL READINESS SKILLS ALONG WITH A SUCCESSFUL TRANSITION INTO KINDERGARTEN, AND TO HELP DEVELOP A RESILIENT COMMUNITY THROUGH PRACTICES SUCH AS THE BASICS. THE BASICS STRATEGY IS GROUNDED IN FIVE PROVEN, SCIENCE-BASED PRINCIPLES FOR EARLY LEARNING AND BRAIN DEVELOPMENT. THE EARLY EDUCATION ADVISORY COMMITTEE CONSISTS OF EXPERTS IN THE FIELD OF EARLY EDUCATION FROM EACH OF OUR FIVE AND A HALF COUNTY AREAS, INCLUDING EXPERTS FROM THE PENNSYLVANIA KEY, THE EARLY LEARNING RESOURCE CENTER, AND THE OFFICE OF CHILD DEVELOPMENT AND EARLY LEARNING. EMERGING PHILANTHROPISTS INITIATIVE THE EMERGING PHILANTHROPISTS PROGRAM (EPP) IS AN INITIATIVE THAT ENGAGES SOUTH-CENTRAL PENNSYLVANIA'S EMERGING BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS IN THE POWER AND PRACTICE OF PHILANTHROPY. STRUCTURED AS A SIX-MONTH COHORT EXPERIENCE, EPP WELCOMES PARTICIPANTS AGES 22 AND UP FROM DIVERSE BACKGROUNDS AND PROVIDES EDUCATION, RESOURCES, AND HANDS-ON LEARNING THROUGH WORKSHOPS, SITE VISITS, PEER COLLABORATION, AND CURATED MATERIALS SUCH AS PODCASTS, WHITE PAPERS, AND SHORT ARTICLES. PARTICIPANTS EXPLORE VALUES-BASED GIVING, COMMUNITY NEEDS, NONPROFIT EVALUATION, FINANCIAL TOOLS, PROFESSIONAL ADVISOR COLLABORATION, INNOVATION, AND STRATEGIC GRANTMAKING, WHILE ALSO CONNECTING TO REGIONAL PHILANTHROPY THROUGH SIGNATURE EVENTS SUCH AS THE HARRISBURG HOOPLA. THE PROGRAM CULMINATES IN A COLLECTIVE GRANTMAKING EXPERIENCE IN WHICH THE COHORT AWARDS A $5,000 GRANT TO A LOCAL NONPROFIT ORGANIZATION. IN ADDITION, THE EPP ENDOWMENT FUND, ESTABLISHED BY THE INAUGURAL 2014 CLASS AND ADVISED BY A COMMITTEE OF PROGRAM ALUMNI, OFFERS A COMPETITIVE GRANTMAKING OPPORTUNITY FOR NONPROFITS PROVIDING MENTAL HEALTH SUPPORT, EXTENDING THE PROGRAM'S IMPACT, AND ADVANCING ITS SHARED COMMITMENT TO CREATING A BETTER COMMUNITY THROUGH PHILANTHROPY ACROSS TFEC'S FOOTPRINT. FUND FOR WOMEN & GIRLS INITIATIVE THE FUND FOR WOMEN AND GIRLS, A SPECIAL INITIATIVE OF TFEC, WAS ESTABLISHED IN 2000 WITH A MISSION TO RAISE AWARENESS OF, AND RESPOND TO, ISSUES AFFECTING WOMEN AND GIRLS. THROUGH THE POWER OF COLLECTIVE PHILANTHROPY, THE FUND PROVIDES A STRONG FOUNDATION OF SUPPORT FOR LOCAL NONPROFIT ORGANIZATIONS DEDICATED TO UPLIFTING WOMEN AND GIRLS ACROSS SOUTH CENTRAL PENNSYLVANIA, INCLUDING CUMBERLAND, DAUPHIN, FRANKLIN, LEBANON, PERRY COUNTIES, AND THE DILLSBURG REGION. IN 2008, THE FUND FOR WOMEN AND GIRLS AWARDED ITS FIRST GRANTS. THREE YEARS LATER, THE DREAM TEAM WAS FORMED, INSPIRING INDIVIDUALS TO CONTRIBUTE A MINIMUM OF $1,000 TOWARD BUILDING A LASTING $1 MILLION ENDOWMENT. IN 2025, THE FUND PROUDLY CELEBRATED ITS 25TH ANNIVERSARY. THROUGH THIS ENDOWMENT, THE FUND NOW AWARDS MORE THAN $70,000 ANNUALLY TO LOCAL NONPROFITS THAT SUPPORT AND EMPOWER WOMEN AND GIRLS. THESE IMPACTFUL ORGANIZATIONS ARE HONORED EACH FALL AT THE FUND'S SIGNATURE ANNUAL GRANTEE RECOGNITION BREAKFAST. ADDITIONALLY, BEGINNING IN 2026, THE FUND WILL EXPAND ITS ENGAGEMENT OPPORTUNITIES BY HOSTING TWO EDUCATIONAL SEMINARS AND TWO VOLUNTEER OPPORTUNITIES EACH YEAR FOR ITS SUPPORTERS. MANAGEMENT SERVICE AGREEMENTS MANAGEMENT SERVICE AGREEMENTS PROVIDE THE FOUNDATION FOR ENHANCING COMMUNITIES THE ABILITY TO PERFORM MANY INTERNAL BACKROOM FUNCTIONS FOR INDEPENDENT NONPROFIT ORGANIZATIONS AND FOUNDATIONS. THE ORGANIZATION REMAINS THE LEGAL OWNER OF ITS FINANCIAL ASSETS AND MAINTAINS ITS OWN GOVERNING BODY, AND TFEC PROVIDES A SELECTION OF SERVICES FOR A FEE, ACCORDING TO A MANAGEMENT SERVICES AGREEMENT. TFEC CURRENTLY PROVIDES MANAGEMENT SERVICES TO 17 INDEPENDENT NONPROFIT ORGANIZATIONS AND FOUNDATIONS. THE TRANSACTIONAL SERVICES PROVIDED IN THIS TYPE OF AN AGREEMENT INCLUDE: TRANSACTIONAL SERVICES ESTABLISH BANK ACCOUNTS ESTABLISH A GENERAL LEDGER INPUT INITIAL FUND BALANCES ESTABLISH AN INVESTMENT ACCOUNT(S) TRANSFER ASSETS INTO PROPER INVESTMENT ACCOUNTS ACCEPT ALL DONATIONS ON BEHALF OF THE ORGANIZATION, INCLUDING CASH, CHECKS, CREDIT CARDS,(CLIENT IS RESPONSIBLE FOR HAVING THEIR OWN CREDIT CARD PROCESSING PROVIDER), PUBLICLY - TRADED AND CLOSELY HELD SECURITIES, REAL ESTATE, INSURANCE POLICIES, AND OTHER NONTRADITIONAL ASSETS ACKNOWLEDGE ALL GIFTS TO DONORS AND PROVIDE TAX DEDUCTION LETTERS PREPARE AND RECORD ALL INVESTMENT POOL ALLOCATIONS CALCULATE FEES ON ALL FUNDS PROCESS ALL GRANTS AND SCHOLARSHIPS PROCESS ALL VENDOR PAYMENTS FINANCIAL REPORTING CREATE AND ISSUE FINANCIAL REPORTS TO THE TEAM, BOARD OF DIRECTORS AND OTHER DESIGNEES AVAILABLE REPORTS INCLUDE: O STATEMENTS OF FINANCIAL POSITION O STATEMENTS OF ACTIVITY (ACTUAL VS BUDGET) O CASH FLOW FORECAST O GRANTS PAID AND PAYABLE O PLEDGES RECEIVED AND RECEIVABLE O GIFTS RECEIVED O RETURN EARNED ON THE INVESTMENT O LIST OF ALL GIFTS WITH FUND BALANCES O STATEMENT OF FINANCIAL POSITION FOR EACH FUND O SCHEDULE OF ACCOUNTS PAYABLE O WORKING PAPERS FOR ANNUAL TAX RETURN (ACTUAL RETURN PREPARED BY ORGANIZATION'S CPA FIRM) AUDIT WORK CLOSELY WITH THE ORGANIZATION'S AUDITOR TO PROVIDE ALL INFORMATION NECESSARY TO COMPLETE THE ANNUAL AUDIT BUDGET PREPARATION WORK CLOSELY WITH THE STAFF IN ORDER TO ASSEMBLE THE ORGANIZATION'S ANNUAL BUDGET PAYROLL PREPARE PAYROLL JOURNAL ENTRIES, GOVERNMENTAL REPORTS, AND EMPLOYEE DEDUCTIONS FOR TAXES, BENEFITS AND SAVINGS PLANS (CLIENT IS RESPONSIBLE FOR HAVING OWN PAYROLL PROVIDER.) INVESTMENTS ESTABLISH RELATIONSHIPS WITH FINANCIAL INSTITUTIONS WHERE FUNDS ARE INVESTED ENSURE THAT ALL FUNDS ARE INVESTED PROPERLY, ACCORDING TO INVESTMENT POLICY GUIDELINES ENSURE THAT ALL FEES CHARGED BY INVESTMENT FIRMS ARE APPROPRIATE REBALANCE INVESTMENT PORTFOLIO ON A MONTHLY BASIS PROVIDE MONTHLY INVESTMENT REPORTS REVIEW ALL INVESTMENTS QUARTERLY USING THE EXPERTISE OF TFEC'S INVESTMENT ADVISORY COMMITTEE PLANNED GIVING SERVICES PLANNED GIVING SERVICES ARE OFFERED AS REQUESTED BY POTENTIAL DONORS. WE HAVE AN ATTORNEY ON RETAINER WHO IS AVAILABLE IN THESE CIRCUMSTANCES. OUR PLANNED GIVING PRODUCTS INCLUDE: CHARITABLE REMAINDER TRUSTS CHARITABLE REMAINDER ANNUITY TRUSTS CHARITABLE LEAD TRUSTS LIFE INSURANCE POLICIES RETIREMENT PLAN ASSETS