HOW YOU BENEFIT • You decide how much to give — no gift is too small. • Your gift costs you nothing now. • You retain control of your assets during your lifetime and, if your circumstances change, you can modify the gift. • You may choose to keep your gift anonymous. • You can leave a gift in honor or memory of someone who touched your life. • You will be remembered as someone who made our community a better place.

CHOOSE THE RIGHT GIFT FOR YOUBeneficiary Designation

You can support any of the causes you care about for many years to come by simply naming HFBC as a beneficiary on any of these types of accounts: • Retirement Accounts • Life Insurance Policies • Bank or Brokerage Accounts • Certificates of Deposit • Donor Advised Funds

IRA Distributions If you are over age 70½, you can save on income tax when making donations to qualified charities, such as HFBC, directly from your Individual Retire-ment Account (IRA).

Gifts in Your Will You can take care of family first, and include HFBC to receive a specific amount or percentage of your estate. Or, name us a contingent beneficiary, so the causes you care about are next in line after your loved ones.

WE’RE HERE TO HELP To better serve our donors and our community, HFBC is piloting a program to offer confidential, comprehensive estate planning services at no charge and with no obligation. Using planning resources available through Thompson & Associates, one of the nation’s leaders in charitable estate planning, our advisor will personally guide donors through a thoughtful process to help structure an estate plan according to their wishes. For donors who already have an estate plan, our advisors can provide an unbiased review. Because of changes in assets, interests, family situations and tax laws, regular review and updates are recom-mended to assure that your plan best suits your priorities.

ONE of the great joys of working at Heri-tage Fund is to work with dreamers —

individuals who see things that need doing and figure out how to make them happen. Last year, former Board Member Angie May and her husband, David, approached Heri-tage Fund about helping kids participate in sports and athletic activities. They found a way to make that happen.

Our scholarship recipients are young people with big dreams, and thanks to generous donors, Heritage Fund can help make those dreams a reality. In this news-letter we profile our newest very gifted and very lucky Lilly Endowment Community Scholars.

Another local couple had a dream of helping elementary school teachers fund new and creative ideas to teach students math and science. At age 701/2, mandatory IRA payouts can be gifted to a charity tax free to establish a field of interest fund that turns dreams like theirs into reality.

Others may dream of leaving something behind in their estate plans. Sometimes those dreams are specific like a scholarship or supporting a much-loved church, cause or nonprofit. Other people may dream of leaving a legacy with a gift to our Com-munity Fund to address issues that can’t be anticipated today.

It is said, “if you can dream it, you can do

it.” Heritage Fund can help some of those dreams become reality either now or in the future. I’m not sure how to measure this, but I strongly believe that Bartholomew County has an abundance of dreamers — and our community is a better place because of your dreams!

538 Franklin St. • Columbus, IN • 812-376-7772MARCH 2020 www.heritagefundbc.org

COMMUNITY FOUNDATION NEWS

Franklin Square538 Franklin St. • P.O. Box 1547Columbus, Indiana 47202-1547812-376-7772 • Fax: 812-376-0051website: www.heritagefundbc.orginfo@heritagefundbc.org

Non-Profit OrgU.S. Postage

PAIDColumbus, INPermit No. 35

2020 BOARD OF DIRECTORS

ChairmanMatthew D. Kirr

Vice ChairTony M. Gambaiani

SecretaryAlice Johnson

TreasurerTom Vujovich

President & CEOTracy H. Souza

Grants Committee Chair

Diane Doup

Kelly BenjaminJim Bickel Jeff Brown

John Burnett Jarvis Cooper John Elwood

Wendy Elwood Tracy Haddad

Thomas D. HarmonReinhold Hill

Laura LeonardMark Levett

Carl H. LienhoopJim Lienhoop

Felipe Martinez Lora Mount

Norbert Nusterer Jim Roberts

Michelle SchaeferMark Stewart

Lori Thompson Johnny Tsai

COMMUNITY FOUNDATION NEWS March 2020

Heritage Fund welcomes new board members Jeff Brown, Tracy Haddad, Lora Mount, Michelle Schaefer and Lori Thompson.

Earlier this year the community lost a great friend with the passing of Mrs. Marguerite Burns Rust at the age of 107. Born in Columbus, Marguerite was a 1929 graduate of Colum-bus High School and went on to receive a degree from DePauw University. Although life took her out of the community before retiring to Bloomington — Marguerite, the devoted wife of James Rust, never forgot her hometown. When her family farm was sold, Marguerite was inspired by her passion for education (and a love for animals) to establish two Heritage Fund scholarships that would benefit Bartholomew County students: The Marguerite Burns Rust Scholarship for Animal Science Studies and the Marguerite Burns Rust Scholarship (for the benefit of employees at Colum-bus Regional Health). While Marguerite shared the pleasure during her life of seeing local students succeed thanks to her generosity — Mrs. Rust dreamed of a greater gift to come. Marguerite included a gift to each of her scholarship funds in her estate — a gift that far surpassed any she was able to make in her lifetime. Thanks to the planning and thoughtfulness of Mrs. Rust, local students will have opportunities that they only dreamed of — and these dreams will continue to be realized far into the future. Marguerite’s gift will continue to inspire and change lives for the better. Community members and students will know her name and her kindness. Her memory will live on forever through her beautiful gift.

It is with gratitude and deepest admiration that we remember Marguerite for her devotion to education and her humble generosity. Marguerite Rust is a dream come true.

Tracy H. Souza President & CEO

Warmest regards,

WITH A DREAMERevery great dream beginsa gift that dreams are made of

MAKING DREAMS COME TRUE FOR FUTURE GENERATIONS

If you would like to learn more about gift planning with HFBC, contact Kristin Munn at 812-376-7772 or kmunn@heritagefundbc.org.

MARGUERITE RUST Leaving a gift to Heritage Fund in your will or by beneficiary designation is a great way to invest in the future of our community and make a lasting difference for the causes and organizations you care about.

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November 1, 2019 — January 31, 2020

MEMORIALSPaulette Baker Daniel & Melissa VermillionAlex Barkes Bartholomew County REMC Donna BottorffJohn Baute Bill & Marie HillPatrick Bowman Rick & Judy Bowman

Dan & Ruby RobertsonBetty Brand Jesse Brand & Geri HandleyAbigail Brinkman, M.D. Jan & Roger BrinkmanRev. David Brown WiLLow LeaVes of HopeGay Burnside Rosemary CritzerMarie Clouse Kathleen ClouseKA Coffman James Coffman Joyce HeckmanJohn Cox & Family Bill & Marie HillTerrie Cox John & Shirley RobertsonRudolf & Hermine Czerny Brigette Czerny HalvorsenWilliam Kenyon Daniel Beverly Baker Jerry & Mary Bell Wendy & Todd Gardner Kirr Marbach & Company Kotch Family – Clara

Margaret, Bran, Alison & Hunter & their families

Carole Marshall John Schroeder Judith B. Shepherd Sherry Stark & David Tiede Jim & Jackie Strietelmeier Glenn Thompson Tom & Stephanie Thornburg John & Jill Tobias Pam Vautier Steven Voelz & Janet VoelzRowdy Deaton SIHO Insurance ServicesKen DeLap Ray & Gwen KellerTony Etnyre Sandy EtnyreNikahlas D. Fischer Nichristin GuesmanCasey Fishe Chris & Shannon ClulowEmma Hogue Frost Carol Phillips WrightWilliam Hogue Frost Carol Phillips Wright

Abbott Forrester Garn Jan Nugent Mary Ellen & John WymanLucille Gilliland David & Tammy ClouseSusan Glasson Mary GlassonJohn A. Glick Jean GlickKerry Dean Glick Jean GlickClaire Gregory Doneda Brown Rick & Alice Johnson Kirr Marbach & Company Sandra McCoy & Betty Haven Dr. Kevin Preuss &

Lisa A. Duret Sherry Stark & David TiedeChuck Grimes Jim & Nora ColemanCarla Beth Gross Pamela D. May Patricia D. May John & Shirley Robertson WiLLow LeaVes of Hope

Marvin Hedrick Ann HedrickRita Hewitt John & Shirley RobertsonJean Hitchcock WiLLow LeaVes of HopeNorma Jean & Leon Hitchcock Retha & Ed ClaypoolMr. & Mrs. Evans Hoeltke James & Beverly PenceDr. William Owens Hogue Carol Phillips WrightKelle Imlay Buck & Carolyn ImlayRuth Johnson Tom & Barbara SchoellkopfKris Kindelsperger Jan & Roger BrinkmanHoagie Laker Amy LakerScott Jon Lienhoop Norma LienhoopBob May Bill & Marie HillRobert & Peggy May Patricia D. May Pamela D. May

Julie McKinney Ann HedrickRobert McNeeley Hope High School Class of 1953George Muntean Jack & Lana SchererMorris Norman John & Shirley Robertson WiLLow LeaVes of HopeM. Jane Frost Phillips Carol Phillips WrightGeorge & Velma Reed Peter Kaplanoff &

Lois Reed KaplanoffRuth Roberts Daniel & Melissa VermillionDr. Donald Sandlin The Owen K. Downey FamiliesBrenda Shaw Joyce HeckmanJohn Perry & Gladys Simmons Donald E. & Roseann SimmonsLarry Simpson Bill & Marie HillBetty Stewart Ann Hedrick

Dr. Greg Sweet, D.C. John & Shirley RobertsonJessy Tedder WiLLow LeaVes of HopeRon Trotter Don & Patsy Harris Bill Hensler Bill & Marie Hill Arthur SniderVirgil “Ike” Wasson WiLLow LeaVes of HopeMary Weinland Clare & Rip MooreStanley R. Wheeler Maxine WheelerHazel Whittington Ro & Charles Whittington

HONORSDave Barker Heritage Fund

Board of DirectorsWilna Braun Hope Exercise GroupJoseph Deckard Tom & Barbara Schoellkopf

Charitable Fund

David & Wilma Doup Diane DoupJim Farrar Sherry Stark & David TiedeJeanette Finke Tim & Janice ScheidtTony Gambaiani Chuck & Suzanne WellsLaura Leonard Nicole MastJinyong Luo/An Cao

& Rentong Wang Ryan & Jean Hou FundKristin Munn Brooke HawkinsLarry Perkins James GillespieSherry Stark James Kirby

& Kirby Risk Corporation Janice Montgomery Nancy SawinRo Whittington Heritage Fund

Board of Directors

March 2020COMMUNITY FOUNDATION NEWS

www.heritagefundbc.org

MEMORIALS & HONORS

A tribute gift is an ideal way to remember

or honor someone special and give to Heritage Fund

Seeing the positive impact sports and fitness can have on youth, but knowing participation can often come with great expense, David and Angie May set out to provide support to help more children and teens participate.

The couple, founders of Analytical Engineering Inc., had the desire to do something special to mark the firm's 25th anniversary and also give back to the community.

The AEI Youth Sports Fund soon went from dream to reality."This is a gift from all of the employees at AEI to the community

who has helped support our business since 1994. We hope that at least $25,000 in support will be granted every year and will help many youth get a chance to play sports," Angie said.

The fund, established last year at Heritage Fund, offers grant support for both individuals and organizations. Grants will typi-cally range from $50 to $2,000 for individuals, and organizations can apply for up to $5,000 to help support their participants.

"The hope for this fund is that it will help many kids with a wide variety of athletic abilities, from novices who just want a chance to learn a sport to those who have aspirations to play in college," Angie said.

Angie is a strong proponent of athletics for youth as a way to have fun and stay healthy. She's seen participation help boost focus and organization in school as well. But, she said, she's also known children who have had to drop out or never sign up for programs because it was just too expensive for their family. She understands, remembering having to refuse her own daughter's request to join gymnastics because of the high cost.

"Over a year later when finances improved, she signed up, and sports continued to be a big part of her life from that time forward," Angie said.

The Mays and AEI want to see to it that sports continue playing important roles for other area youth as well.

In addition to supporting a range of ability levels and fitness interests, Angie said the vision for the fund also includes a means of covering those participation costs that can quickly add up, such as travel uniforms and fees for club sports. Schools are also encouraged to apply for grant funding to help offset fees for team members.

The first AEI Youth Sports Fund individual grants were made last fall. More than $14,000 helped to support 22 youth with participation in a variety of athletics, including hockey, volleyball and soccer.

The application for individuals will be available again beginning in the summer. The first organizational grants will be decided later this month.

"We were very happy that during the first round of individual applications, over 20 different kids were granted money and hope that even more can be helped in upcoming years," Angie said.

"Volleyball is their passion that they really want to grow in and continue to play. You are helping make their dreams come true."

— Sage Lacey, on daughters

Madison and Mahala >>

"This fund has allowed my son to play travel hockey this season. This means so much to him."

— Gary Schloemer, on son Henry >>

"AEI Youth Sports Fund has meant my daughter is able to do a sport that she is starting to love, learning from different coaches ... and seeing the joy on her face."

— Linda Balzano, << on daughter Clara

"We work hard to support our kids, but without the help of Heritage Fund, Bella would not have been able to participate. We are so very grateful."

— Joyce Zigler, << on daughter Bella

FOLLOWING THEIR DREAMS Congratulations to Hauser Jr.-Sr. High

School seniors Shelby Fugate and Elijah Heslop, our 2020 Lilly Endowment Community Scholars for Bartholomew County.

The pair will receive full tuition for four years to the Indiana college of their choice and a $900 annual stipend for required books and equipment as part of the statewide Lilly Endowment initiative to help Hoosier students reach higher levels of education. The program is administered statewide by Independent Colleges of Indiana, Inc. (ICI) and locally by Heritage Fund.

Shelby and Elijah were chosen from 65 scholarship applicants evaluated on academic performance; scholastic activities; community involvement; employment; leadership; financial need; written responses; two recom-mendations and an interview with our selection committee.

Shelby, granddaughter of Merri Fox, is planning to major in finance at Indiana University's Kelley School of Business.

Elijah, son of Brian Heslop and Amy Wiley, will major in political science and psychology and is currently exploring schools.

Grant detailsYouth, parents, clubs, teams, and others are eligible to apply for grants to support youth ages 18 and under who reside in Bartholomew and surrounding counties. Grants will include assistance for but not limited to: lessons, clinics, travel, equipment, program fees, dues, etc. Grants will be considered based on financial barriers to participation.

Lend your support

Help area youth seeking to partici-pate in athletic and fitness programs with your gift to the AEI Youth Sports Fund. Go to heritagefundbc.org/donate/

For informationVisit heritagefundbc.org or call 812-376-7772.

WHAT HAS THE AEI YOUTH SPORTS FUND SUPPORT MEANT FOR YOUR FAMILY?

2020 LILLY SCHOLARS

This scholarship does not only mean I can go to college, but it means that I can prove to the people that told me I couldn’t that I can and I will. It shows that I exemplify a true role model. Once I obtain my degree, I would like to start my own investment broker busi-ness and donate all of my free time to foster children in need of services and a role model. I would like to give the community back what they gave me: hope and confidence.”

SHELBY FUGATE

The Lilly Scholarship is life-changing. It will allow me to leave my education at the forefront of my college and career choices. Without the scholarship I would be forced to limit my involvement during college due to the financial burden that accompanies it. Being a Lilly Scholar is so much more than just getting your tuition paid for. Being a Lilly Scholar is joining a legacy of movers and shakers who have promise to make a difference given a chance. It is because of this endowment I can be the person I aspire to be.”

Angie & David May

FROM DREAM TO REALITY — AEI YOUTH SPORTS FUND

ELIJAH HESLOP