Understanding the

Mission• To provide financial resources for The National Exchange Club’s Programs of Service and its National Project, the prevention of child abuse.

501 (c)(3) Organization

Both Tax Exempt and Tax Deductible

History – 47 Years• 1966 National Exchange Club Educational

Foundation (Original)• 1979 The National Exchange Club Foundation

for the Prevention of Child Abuse (2nd)

• 1999 The National Exchange Club Foundation (NEC Foundation)• Merged & Combined 2 earlier entities

• 2012 CAP (Child Abuse Prevention) program moved to National Exchange Club• The NEC Foundation continues to support

the CAP program• The NEC Foundation now strictly

fundraising

Who Runs the Foundation?

• Overseen by the Board of Trustees

Where We ServeExchange Clubs

Where We ServeChild Abuse Prevention (CAP) Centers

Where We ServeFreedom Shrines

Where We ServeHealing Fields

What does the NEC Foundation support?• Provides support to all Programs of Service• Americanism• One Nation Under God Brochures

(NEC Foundation provides up to 100 free per club per fiscal year)

• Community Service

• Youth Recognition• Youth of the Year Scholarships - $10,000• A.C.E. Scholarships - $10,000

(NEC Foundation also provides travel expenses forAward winners and their parents)

• Disaster Relief• Hurricane Sandy• Oklahoma Tornadoes• Upon Request

What does the NEC Foundation support?

Provides support to Exchange’s National Project - Child Abuse Prevention (CAP) for:• Annual Symposium for CAP Center staff and Board

• Travel expense scholarships are provided to each center to attend the Annual Symposium

• New Director Orientation

• CAP related publications and materials• Child Abuse – There is an Answer• Believe in the Blue• Fetal Alcohol Syndrome• Learn the Crying Code

What can the NEC Foundation do locally?

Local Exchange Club use of 501 (c)(3) Certificate• Passthrough Grants for Clubs• A club’s donor gifts can “flow-thru” the NEC Foundation (and back to the club), resulting in a tax deductible gift for the donor• Supports numerous projects in various local communities

• Public Service Announcements (PSA’s) & Billboard donations

How much support does the NEC Foundation provide?• Over $300,000 in direct charitable support is

provided each year to the NEC Programs of Service and the National Project, the prevention of child abuse.

• Another $200,000 is provided to NEC services.

• With additional donations, greater NEC Foundation distributions will be possible.

How is the NEC Foundation Supported?• Dues - $10 of every member’s Annual Dues are

designated to help support the NEC Foundation’s mission. • Annual Campaign – A year-end mailing gives members

the opportunity to make a tax deductible year end gift.• Tribute Gifts – “In Honor of” or “In Memory of” gifts throughout the

year

• Ocean Campaign – Encourages small, individual giving at each Club meeting.

• Campaign for Kids – Clubs are given the opportunity to host a special project or make a direct donation to support the CAP (Child Abuse Prevention) program and centers, fund the Youth of the Year and ACE Scholarships.

• Endowment Income – A portion of the investment income from funds donated to the Endowment provides additional annual support.

Special Opportunities

• Berkey Fellowship – Named in honor of Exchange’s founder, Charles Berkey, this unique group of men and women have chosen to support the NEC Foundation with a gift of $1,000 in the fiscal year. Fellows attending the National Convention are invited to a dinner in their honor.

• Heritage Society – Membership is reserved for those who have informed us that they have included the National Exchange Club Foundation in their Estate Plan. Members in attendance at the National Convention are invited to an exclusive breakfast.

What can I give?• Cash, Check, or Credit/Debit Card

• Retirement Account Funds• May be particularly attractive to those 70 ½ and older• Take mandated withdrawals and avoid taxes

• Insurance Policies

• Securities (stocks & bonds)• Highly appreciated ones may have significant tax savings• Full Value of Gift is Tax Deductible• Avoid Capital Gains Tax

• Real Estate

What are my options?

• Endowment – Endowment principle is never spent; the funds are invested and the NEC Foundation receives a percentage of the earnings each year as unrestricted support… in perpetuity (forever)

• Where needed most (Unrestricted) – these monies can be used where ever needed: programs, operations, fundraising, donor recognition, etc.

Donor options (continued)

• Restricted – you may restrict your donation to your favorite area:• Americanism

• Community Service

• Youth programs, recognition, & scholarship

• Our National Project - Child Abuse Prevention

• Disaster Relief

Where do I give?• Online at the NEC website:

www.nationalexchangeclub.org • Mail• National Exchange Club Foundation

3050 Central AvenueToledo, OH 43606

• Call (419) 535-3232 or (800) 924-2643

How can YOU help?• Be an Ambassador of Goodwill• Share the NEC Foundation’s mission and message with

your club and at district events and meetings

• Annual Giving

• Contacts:• Who do You Know?• Who do Our Families Know?• Who/Where are Our Active and Inactive Members?• What Companies or Foundations are in Our Area?• Set up Meetings with Donors/Prospective Donors

• Include The NEC Foundation in your Estate Plan

THANK YOU

For your support of Exchange and

the National Exchange Club Foundation!