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News & Thoughts

October 29, 2018

 

Rhonda Moore, Executive Director of Pro Seniors, announces retirement

 

Rhonda Moore, executive director of Pro Seniors, has announced that she will retire in February 2019 after leading Pro Seniors for 18 years.  Moore assumed the top leadership role at Pro Seniors in 2001 and has grown Pro Seniors into a nationally recognized advocate for older Ohioans with one of the most efficient and productive legal hotlines in the country.

 

Pro Seniors’ legal program offers free legal advice to any senior who is 60 or older at no cost and its long-term care ombudsman program offers client-focused advocacy to protect the rights of seniors in long-term care facilities.

 

With Moore at the helm, Pro Seniors expanded its services.  In 2001, Moore partnered with Elder Law of Michigan to offer the Pension Rights Program, which now has two attorneys dedicated to pension rights and to date, has recovered over $49,000,000 in retirement benefits.  In 2014, the Pro Seniors’ hotline was recognized by the Center for Elder Rights Advocacy as the most efficient hotline in the country, and continues as one of the most productive, handling 6,503 clients for just $41.19 a call.  In 2002, Moore secured another federal grant to fund Senior Medicare Patrol, a statewide program that teaches seniors how to avoid Medicare fraud and identity theft.

 

It is Moore’s ambitious dedication to all of Ohio’s seniors that has had the most lasting effect.  Moore convened top leaders in Ohio aging organizations and legal aids to collaborate to strengthened legal services for seniors.  Under Moore’s leadership, Pro Seniors pursued justice in two federal class actions that improved the financial security of Ohio veterans and low-income seniors.

 

In typical modesty, Moore says, “I’ve been very privileged to be a part of Pro Seniors for the last seventeen years and play a role in securing access to justice for Ohio seniors.  My role is a supporting role, however, and it’s really the fine advocates on Pro Seniors’ staff who carry out our mission.  Our lawyers – as well as our ombudsman, SMP advocates and administrative staff – really do change lives.”

 

Moore spent 14 years in private practice, first at Frost & Jacobs and then at Graydon Head & Ritchey LLP, concentrating in the areas of estate planning and estate administration.  She has been honored by the Ohio Legal Assistance Foundation with the 2015 Denis J. Murphy Award for her outstanding leadership and advocacy for Ohio’s seniors and by the Council on Aging of Southwestern Ohio with the 2017 Outstanding Professional in Aging Award.

 

Christine Buttress, who worked with Moore at Graydon Head and has been a long-time board member at Pro Seniors, says, “I know Moore as a person of the highest integrity and commitment to her values. She is an established leader in the aging network in Southwestern Ohio and contributes daily to helping seniors resolve their legal and long-term care issues.”

 

In addition to her leadership at Pro Seniors, Moore has further shown her commitment to seniors and nonprofits through her community involvement on numerous boards and committees.  She equally loves traveling with her husband, Tom, caring for her rescue dog, Latte, and parrot, Jackie.

 

Joshua Goode, president of the Pro Seniors’ board of trustees, says, “Rhonda Moore has been an outstanding leader at Pro Seniors, and I know she will be hard to replace.  She has given Pro Seniors a strong foundation with quality programs.  We’re excited to build on her exceptional work.”

 

Jim Yunker of The Yunker Group, an executive search firm based in Cincinnati, will conduct the search for Pro Seniors’ next executive director.

 

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Pro Seniors helps older Ohioans resolve their legal and long-term care problems through three programs: legal services, long-term care ombudsman, and Ohio SMP (Senior Medicare Patrol).  Pro Seniors operates a free Legal Hotline for any Ohioan who is 60 or older.  Pro Seniors’ long-term care ombudsmen are advocates for seniors and ensure that they are being treated with respect in their long-term care situation. Using a team of volunteers, Ohio SMP helps seniors prevent, detect and report Medicare fraud and identity theft.  Pro Seniors is a United Way agency.  For more information, please visit www.proseniors.org.

 

              

Giving USA 2018: Americans gave $410.02 billion to charity in 2017, crossing the $400 billion mark for the first time

Stock market, economic conditions helped drive solid growth in contributions across the board

 

CHICAGO [June 12, 2018]— Powered by a booming stock market and a strong economy, charitable giving by American individuals, bequests, foundations and corporations to U.S. charities surged to an estimated $410.02 billion in 2017, according to Giving USA 2018: The Annual Report on Philanthropy for the Year 2017, released today.

 

Giving exceeded $400 billion in a single year for the first time, increasing 5.2 percent (3.0 percent adjusted for inflation) over the revised total of $389.64 contributed in 2016. (Please see below for a more detailed breakdown of the numbers for each philanthropic source and sector.)

 

Giving USA, the longest-running and most comprehensive report of its kind in America, is published by Giving USA Foundation, a public service initiative of The Giving Institute. It is researched and written by the Indiana University Lilly Family School of Philanthropy at IUPUI.

 

“Americans’ record-breaking charitable giving in 2017 demonstrates that even in divisive times our commitment to philanthropy is solid. As people have more resources available, they are choosing to use them to make a difference, pushing giving over $400 billion,” said Aggie Sweeney, CFRE, chair of Giving USA Foundation. “Contributions went up nearly across the board, signaling that Americans seem to be giving according to their beliefs and interests, which are diverse and wide-ranging.”

 

Giving from all four sources and giving to all but one of the major types of recipient organizations grew in 2017, driven by economic conditions. While policy developments may have played some role in charitable giving in 2017, most of the effects of the tax policy changes adopted in late December 2017 likely will affect giving in 2018 and beyond.

 

“The increase in giving in 2017 was generated in part by increases in the stock market, as evidenced by the nearly 20 percent growth in the S&P 500. Investment returns funded multiple very large gifts, most of which were given by individuals to their foundations, including two gifts of $1 billion or more,” said Amir Pasic, Ph.D., the Eugene R. Tempel dean of the Lilly Family School of Philanthropy. “This tells us that some of our most fortunate citizens are using their wealth to make some significant contributions to the common good.”

 

In addition to the S&P 500, other economic factors, such as personal income and personal consumption, are associated with households’ long-term financial stability and have historically been correlated with giving by individuals. These factors also experienced strong growth in 2017.

Highlights about Charitable Giving by Source

  • Giving by three of the four sources of giving grew 5 percent or more.
  • Giving by individuals represented 70 percent of total giving.
  • Giving by foundations has seen strong growth for the past seven years, according to data provided by the Foundation Center. Its five-year annualized average growth rate of 7.6 percent far exceeds the 4.3 percent annualized average growth rate for total giving.
  • Corporate giving was boosted by $405 million in contributions for relief related to natural and manmade disasters.

“Donors and funders are becoming ever more sophisticated in their approaches to making gifts as they draw on the increasing availability of new data, new technology and new ideas,” said Rachel Hutchisson, chair of The Giving Institute. “We are seeing innovations across the philanthropic sector that are contributing to strong growth in giving, which benefits everyone.”

The Numbers for 2017 Charitable Giving by Source:

  • Giving by individuals totaled an estimated $286.65 billion, rising 5.2 percent in 2017 (an increase of 3.0 percent, adjusted for inflation).
  • Giving by foundations increased 6.0 percent, to an estimated $66.90 billion in 2017 (an increase of 3.8 percent, adjusted for inflation). Data on foundation giving are provided by the Foundation Center.
  • Giving by bequest totaled an estimated $35.70 billion in 2017, increasing 2.3 percent from 2016 (a 0.2 percent increase, adjusted for inflation).
  • Giving by corporations is estimated to have increased by 8.0 percent in 2017, totaling $20.77 billion (an increase of 5.7 percent, adjusted for inflation).

“Giving to nearly all categories of charities experienced significant growth, and giving to foundations achieved a double-digit growth rate,” said Una Osili, Ph.D., associate dean for research and international programs at the Indiana University Lilly Family School of Philanthropy. “Economic growth contributed to these widespread increases in 2017, and there is heightened interest in the overall economic environment and other factors that can help nonprofits sustain this growth over time.”

 

Highlights about 2017 Gifts to Charitable Organizations

 

Charitable subsectors receiving contributions generally experienced strong growth.

  • Giving to foundations saw the largest growth in charitable contributions, increasing 15.5 percent, based on data provided by the Foundation Center. This growth was driven by extraordinarily large gifts by major philanthropists, such as Michael and Susan Dell and Mark Zuckerberg and Priscilla Chan, to their foundations.
  • Giving to eight of the nine major types of recipient organizations increased in 2017.
  • The exception was giving to international affairs organizations, which declined after several years of steady growth. However, giving to this subsector still reached its third-highest level ever recorded.
  • Seven of the nine types of recipient organizations experienced growth of 5 percent or more.

“The broad growth in giving to virtually all charitable subsectors suggests that charities are connecting effectively with their donors and demonstrating their impact and case for support,” said Patrick M. Rooney, Ph.D., executive associate dean for academic affairs at the Lilly Family School of Philanthropy. “While it is too soon to know with certainty how recent policy changes may influence when and how much donors give, what is certain is that cultivating and nurturing strong, ongoing relationships with donors will only become more important as the changes to federal tax policy made at the end of 2017 take effect.”

 

The Numbers for 2017 Charitable Giving to Recipients:

  • Giving to religion increased 2.9 percent (0.7 percent adjusted for inflation), receiving an estimated $127.37 billion in contributions.
  • Giving to education is estimated to have increased 6.2 percent (4.0 percent adjusted for inflation) to $58.90 billion.
  • Giving to human services increased by an estimated 5.1 percent (2.9 percent adjusted for inflation) totaling $50.06 billion.
  • Giving to foundations is estimated to have increased by 15.5 percent (13.1 percent adjusted for inflation) to $45.89 billion, based on data provided by the Foundation Center.
  • Giving to health organizations is estimated to have increased by 7.3 percent (5.1 percent adjusted for inflation) to $38.27 billion.
  • Giving to public-society benefit organizations increased an estimated 7.8 percent (5.5 percent adjusted for inflation) to $29.59 billion.
  • Giving to arts, culture, and humanities is estimated to have increased 8.7 percent (6.5 percent) to $19.51 billion.
  • Giving to international affairs is estimated to have declined 4.4 percent (6.4 percent adjusted for inflation) to $22.97 billion.
  • Giving to environment and animal organizations is estimated to have increased 7.2 percent (5.0 percent adjusted for inflation) to $11.83 billion.

In addition, giving to individuals, which is less than 2 percent of total giving, is estimated to have declined 20.7 percent (22.4 percent in inflation-adjusted dollars) in 2017, to $7.87 billion, primarily as a result of an unusually high increase in 2016. The bulk of these donations are in-kind gifts of medications to patients in need, made through the patient assistance programs of pharmaceutical companies’ operating foundations.

 

Unallocated giving was negative $2.24 billion in 2017. This amount can be considered the difference between giving by source and use in a particular year. It includes the difference between itemized deductions by individuals (and households) carried over from previous years. The tax year in which a gift is claimed by the donor (carried over) and the year when the recipient organization reports it as revenue (the year in which it is received) may be different.

 


Alicia Lawrence tapped to lead The First Tee® of  Greater Cincinnati & Northern Kentucky


CINCINNATI – March 12, 2018 – Alicia Lawrence has been named Executive Director of The First Tee® of Greater Cincinnati & Northern Kentucky effective April 16, 2018. Currently the Director of the All For One Fund at Xavier University, Lawrence succeeds retiring Executive Director Gale Wallmark.

 

“We are thrilled that we were able to attract such a talented professional to our chapter, and are elated about the direction our chapter will take under Alicia’s leadership,” said Pat Lynch, president of the board.

 

The First Tee® teaches girls and boys, ages 7 to 18, life skills and character education through the game of golf. The chapter encompasses Hamilton and Clermont counties in Ohio and Boone, Campbell and Kenton in Northern Kentucky.

 

“Golf has been a part of my entire life, and everything I learned growing up around the sport shaped the person I am today. The opportunity to grow a platform that fosters core values in future generations through golf and equips them for success in life is exciting,” said Lawrence.

 

She added, “I look forward to working with the board and our staff to continue growing our footprint in the counties we serve.  Together, we will continue empowering youth to make good choices through our core values and healthy habits curriculum.  We are a strong chapter with a compelling mission of shaping youth using golf as the vehicle.”

 

Lawrence, an alumna of Northern Kentucky University, earned a MBA and Master of Sports Administration degrees from Ohio University. She began her career as Coordinator of Athletic Development before being named NKU’s Assistant Director of Athletic Development. She was recruited to Xavier in 2015 to oversee its All for One Fund supporting student-athletes.

 

A golfer and student-athlete herself, Lawrence’s professional career has focused on fundraising to provide resources to collegiate student-athletes and prepare them for success in life beyond their competitive days. Her time at NKU Athletics provided her with the opportunity to notch a wide variety of experiences from ticketing to event planning and annual fund management. At Xavier, she further developed her fundraising toolkit and worked with donors and ticketholders during the Cintas Center Renovation project while growing their athletics annual fund.

 

The First Tee Search Committee was assisted by The Yunker Group, a trusted adviser to the region’s nonprofit community.

 

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CONTACT:  Patrick Lynch, Board President, plynch.tftgcnky@gmail.com  – 440.666.1984


 

The following appeared in

Movers & Makers