Frank Batten, advisor for the Frank and Jane Batten
Educational Achievement Fund created in 2003
“With the market unstable a charitable gift annuity with the well-established Norfolk Foundation makes good sense for me. Proceeds from the fund will benefit me the rest of my life… (the fund will then) support the causes and organizations with which my family is closely associated.”
Lois B. Martin Strode, who created the
Bellamy Martin Fund in 2003
“Placing a donor advised fund in the hands of a community foundation allows the individual to embrace the needs of his or her surrounding community.”
Charles Plimpton, advisor to the Charles and Carolyn Plimpton
Fund created in 2001
“With the Foundation there is flexibility. It is steered by a group of local people who have demonstrated they are responsible and capable of using money intelligently.”
Charles Syer, who created
the Charles Syer Fund in 1996
“This fund has given us another way to wrap our arms around my mother’s memory. It’s like she is still with us.”
Ellen Bernert Erickson, advisor for the
Jennet Bernert Helping Hands Fund created in 2000
“I have one son, and he doesn’t need my money. My grandchildren are getting along fine. I just thought to myself that this place has been so good to me and I’ve had such a good life, why don’t I give something back?"
Winifred Maddock Baldwin, who used a Charitable Remainder Unitrust to create the Winifred Maddock Baldwin Fund in 1998
