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BOARD OF DIRECTORS Patti Satterthawite Kate Tomkinson Co-Presidents Amy jane Newell Vice-President Beth Knauss Clerk Janet Friedman Treasurer Board Members Mark Bamford Peter Blum Linda Escobedo John R. Hickling Nicole Kelly Alyson Hope Kennedy Beth Knauss Valerie Kolligian Thayer Barrett LaMothe Ladd Carrie Leggett Sarah Newton Patty Popov Dale Ryder James Zimmerman Board of Overseers Barbara Anthony Bob Armstrong Demi Ayres Elizabeth Berk Elaine Bonoma Jon Cappetta Dan Cassidy Jack Clymer Luanne Cordeau Jane Coutre Dick Davis Laurie Diercks John Ehlers Jean Ford Webb Elizabeth Holmes Barbara Howland Mary Hult Mary Johnson Barrie King Bert Lesneski Fred Lovejoy Andy Mahoney David Murphree Rodger Nordblom Chris Painter Ned Perry Faith Pulis George Reichenbach Currier Smith Sharon Spaulding John Spring Lee Storrs Dyan Urban STAFF Debbie Andreson Stephanie Parish Astrid Williams Cynthia Wood

Dear Fellow Supporters, As our term comes to an end, we would like to begin by saying thank you to each donor, sponsor and volunteer who helped the Community Chest help others for the past 60 years. Your commitment to supporting local need is what makes this organization so effective and unique. We are pleased to share with you the highlights of the past year: We exceeded our campaign goal of $620,000; our allocations process identified and voted 35 agency grants totaling $515,625; our Millennium Fund reached over $1.0 million in assets and the board authorized a new donor vehicle, called Field of Interest Funds. Additionally, the board and staff have been hard at work not only supporting the traditional fundraising and grant-making business of the Chest, but also evaluating the longer-term strategic issues of development and marketing. The board has devoted much of its energy this year to addressing the changing philanthropic environment and donor requests for greater flexibility in giving, culminating in a five-hour retreat earlier in 2007. We began by evaluating community foundations, which can require significant infrastructure and expense initially, to then looking at specific donor instruments that can be offered under our current structure and with minimal additional expense. After a lot of hard work, the board voted to offer Field of Interest Funds. Field of Interest Funds target specific areas of support, both inside our traditional human services area and outside as well. The funds will be donor driven and have a minimum of $10,000 and a life of 1 to 3 years. These funds will fill the gap for projects that fit outside our annual allocations process and/or outside human services. We view this as a significant step toward meeting the needs of donors as well as organizations in town that require help. Given our long history of meeting known and unknown needs in Concord and Carlisle, we feel the Chest and our new Field of Interest Funds are the most effective way to bring donors and non-profits together. We welcome current and new donors to these funds and look forward to supporting new and existing non-profits. In other areas of business, our Challenge triathlon event was quite successful, with 31 teams competing and raising nearly $30,000. In 2008, we are looking forward to our 7th Auction gala – mark your calendars for April 5th. We welcome the Chest’s next president, Amy Newell, as well as five new board members. Both of us have had a wonderful and exciting year and we look forward to active roles as Overseers. With our new Field of Interest Funds we want to make sure you know we never intend to lose our focus on the importance of the annual campaign and want to reiterate that every donation really does make a difference. Thank you for your continuing support, Patti Satterthwaite and Kate Tomkinson Co-Presidents, Board of Directors Annual Campaign Each year from October 1 through December 31 the Community Chest conducts an Annual campaign that is the foundation of the funding we provide member agencies. By far, our most significant source of revenue is direct contributions from residents of Concord and Carlisle. During our most recent Annual Campaign, 23 percent of all households made a contribution. You can participate in this year’s Community Campaign by printing out a contribution form or by calling 978 369-5250. Work Place Giving Many residents contribute via donations at work through a United Way (our United Way code is 339988) or other workplace-giving program. The Community Chest also receives contributions from members of our Business Alliance. These local businesses participate through direct gifts, special events and in-kind services. Beyond the annual campaign, there are additional opportunities to invest in the work of the Concord-Carlisle Community Chest and our member agencies. For more information about how to make a difference in your town, contact the Community Chest at 978-369-5250. Millennium Fund The Millennium Fund was established in 2000 to stabilize annual allocation spending and ensure the long-term preservation of the Community Chest. In years when annual fundraising can not meet agency requests, the Board of Directors may draw upon a portion of the Millennium Fund. Over time income generated by the fund will be used to support Community Chest operations, ensuring that an ever-greater proportion of annual campaign funds goes directly to member organizations. To find out more about planned giving and contributing to the Cornerstone and Millennium funds, please contact the Community Chest office at 978-369-5250. Cornerstone Fund The Cornerstone Fund was established in 1995 as a source of investment/venture capital grants to human service organizations. The Board of Directors awards grants to address immediate needs, for one-time projects, and innovative initiatives. In the past Cornerstone funding has supported: • Start-up funding for the high school radio station • A family services social worker for residents of public housing and families in need • Construction of a Concord elder adult day and health center operated by Cooperative Elder Services • Funds to ensure that the new community swim facility includes affordable and accessible services • Installation of a community skate park at Concord-Carlisle High School • Teacher-student mentoring at the high school and middle schools A gift to the Cornerstone fund can be directed to a specific project or will be available for future initiatives. Stock Contributions We welcome gifts of appreciated stock as a vehicle to reduce your taxes and provide a significant donation to the Community Chest. Benefits to you are avoidance of capital gains tax and the current value of the stock can be deducted as a charitable contribution. Contact your broker to transfer stock to our account at DTC #0201 (code 40), Broker: A.G. Edwards, Community Chest Account # 2168-4765 Tax ID# 04-2157042 Spring Fundraising The Community Chest hosts two special fundraising events: An Auction and Dinner will be held on April 5, 2008 in Concord. The gala fundraiser will include hors d'oeuvres, open bar, dinner and a live and silent auction. Tickets will be available in early 2008.   The Community Chest Challenge on Sunday morning June 1, 2008 is a team triathlon for athletes of all abilities that includes biking, running, and canoeing. Contact us if you would like to put together a team or volunteer at the event. Return to Top of Page