Preparing for their 50th Class Reunion in 2017, classmates of Pottstown High School Class of 1967 began to raise money for a class gift. They decided to establish The PHS Alumni Fund at The Montgomery County Foundation, Inc. This fund would be a permanent endowment fund to benefit the Pottstown School District.
A total of $20,000 has been now been raised through the efforts of members of PHS Class of 1967 for the PHS Alumni Fund. The first $10,000 was raised from classmates. The second $10,000 was raised from a $5,000 gift from The Montgomery County Foundation, Inc. and a matching gift from Charles Palladino. That $10,000 cash gift was presented April 27 to the Foundation for Pottstown Education for Pottstown Promise, a program which provides scholarships for Pottstown High School students to take college courses in their senior year at Montgomery County Community College.
Established at The Montgomery County Foundation, Inc. the fund’s remaining $10,000 is a permanent fund that will produce income for special education projects of the Pottstown schools.
This invigorating convening featured three superb keynote speakers who addressed topics such as emotional intelligence, leadership presence and conflict resolution and was of equal merit to seasoned and aspiring leaders alike – staff, board and volunteers. What made this forum uniquely valuable was the opportunity to explore each topic as it relates to a woman’s personal well-being and growth and how that most effectively translates to her professional success and to the strengthening of the field she is committed to serving.
Dr. Kathleen Owens, President of Gwynedd Mercy University, was presented with The Montgomery County Foundation, Inc. Woman of Distinction Award at the Luncheon. Follow-up learning opportunities were scheduled to take place in 2017 with significant anticipation.
Our annual workshop series, focused on the support and capacity-building of the nonprofit community, was well-attended and included the following presentations:
Regional nonprofit organizations are invited to use the Foundation’s training space and boardrooms for meetings. A total of 834 attendees, ranging from various community groups to the Foundation’s fiscal sponsee organizations, convened at the Foundation offices in 2016 for everything from board meetings to strategic planning sessions.
On April 10, 2016 The Montgomery County Foundation, Inc. received an award from the U.S. Department of Housing and Urban Development and the Council on Foundations for its work as fiscal sponsor and collaborative partner in the Your Way Home Montgomery County Initiative. The award recognizes community foundations for the excellent work they do along with their public partners in the areas of housing and community development.
The Secretary’s Award for Community Foundations recognizes excellence in public-philanthropic partnerships that have both transformed the relationship between sectors and led to measurable benefits in terms of increased economic employment, health, safety, education, sustainability, inclusivity and cultural opportunities and/or housing access for low and moderate income families.
The award was presented by HUD Secretary Julian Castro. The Your Way Home Initiative has worked to reduce homelessness. For more information, www.mcfoundationinc.org or call 484-532-7387.
In Support of Students at The Pathway School
The Hot Spot Market at The Pathway School in Jeffersonville
is supported by The Montgomery County Foundation, Inc.'s MBF Center Fund
which provides funding for nonprofit organizations that empower individuals with
disabilities to lead independent and productive lives.
Here students operate a café onsite where they have hands-on experience learning
prepare for, achieve and maintain employment in the community.
NONPROFIT CLINIC 2016 WORKSHOP SERIES
Here's What You Missed in January:
CYBER LIABILITY Lunch & Learn
The Montgomery County Foundation, Inc. and Lindsay Insurance Group were pleased to present a cyber liability insurance seminar on January 28, 2016 to discuss various exposures to loss, inherent risks,
data security and risk management techniques to protect your assets in event of a claim.
Special thanks to William G. Toner, CIC, CRM, Vice President, Lindsay Insurance Company and Nonprofit Clinic 2016 Event Partner: The Haverford Trust Company.
CONTINUING CONVERSATIONS ABOUT
IN THE NONPROFIT WORKPLACE
Leading With Intention:
Strengthening Your Leadership Strategy
The Montgomery County Foundation, Inc. presented Leading With Intention: Strengthening Your Leadership Strategy, a major event focused on women in the nonprofit workplace on Tuesday, December 1st to a full-house of highly engaged participants at Blue Bell County Club.
Keynote speaker and SheWill Lead founder was Sheryl Williams whose personal and professional passion is supporting women in leveraging their strengths and developing both the executive presence and leadership strategies to attain their goals. A luncheon followed that included the presentation of the Foundation’s Woman of Distinction Award to Valerie A. Arkoosh, MD, MPH and Vice Chair of the Montgomery County Board of Commissioners.
Much appreciation to each of our sponsors this year, with very special acknowledgement to The Haverford Trust Company which has played the invaluable role of Event Partner in support of both the Leading With Intention convening and the follow-up programming scheduled for 2016. Haverford’s exceptionally generous partnership has been lead by Christine E. Walker, CFP®, CIMA®, Vice President & Portfolio Manager and Robert F. Stiles, Vice President, Business Development with whom we are honored to be associated.
MCFI Gratitude to:
Events Sponsor: The Haverford Trust Company
Gold Sponsor: TD Bank
Silver Sponsor: Diccianni Financial Group, Inc. National Penn Investors Trust Company, Bryn Mawr Trust, Gwynedd Mercy University, Marcia & Kirk Field
Bronze Sponsor: Valley Forge Asset Management, LLC, Gorski Construction Inc., St. Pedro & Associates, Inc.
Event Friend Sponsor: WIFS Philadelphia/Tri-County Chapter, Linda K. Waddell, Dr. Thurman D. Booker, David & Marsha Bolden, The Sierchio Financial Group
A LOOK BACK AT 2015
Your Community Foundation at Work
Leading With Intention: Strengthening Your Leadership Strategy
Wednesday, December 1, 2015
Over 150 registered to attend this compelling new initiative - a follow-up to a year of engaging programing for women in the nonprofit sector. December’s keynote speaker and SheWill Lead founder was Sheryl Williams whose personal and professional passion is supporting women in leveraging their strengths and developing both the executive presence and leadership strategies to attain their goals. A luncheon followed that included the presentation of the Foundation’s Woman of Distinction Award to Valerie A. Arkoosh, MD, MPH and Vice Chair of the Montgomery County Board of Commissioners.
About Women in the Nonprofit Workplace
Women and Leadership programing included:
- Sharpening the Tools to Manage Your Career Workshop – 03/18/15
- The Dynamics of Money Workshop – 06/24/15
- MCFI website spotlight featuring The 74% Initiative Toolbox
- Women’s Executive Director Roundtable Pilot Project
NONPROFIT CLINIC 2015
A workshop series focused on the support and capacity-building of the nonprofit community:
- Truly Distinctive: Creating A Meaningful Organizational Brand - 10/08/15
- The Fine Art of Using Your 990 as a Marketing Tool - 09/16/15
- How to Create and Propel A Truly Effective Development Plan - 06/17/15
- Building a Board the Strives and Thrives – 05/20/15
- Compelling Story-telling as a Critical Key to Fundraising Success - 04/22/15
- Speed Consulting in Partnership with The Nonprofit Center at La Salle University’s School of Business - 03/25/15
- Cover Your Assets - 02/25/15
Regional nonprofit organizations are welcome to use the Foundation’s training and board rooms for meetings. Wealth Management Advisors (who have the capacity to make referrals for charitable donations to the Foundation) meet onsite as well. A total of 611 people from various community groups to the Foundation’s fiscal sponsee organizations convened at the Foundation offices in 2015 for everything from board meetings to strategic planning sessions.
CREATIVE MONTCO COMMUNITY CONNECTIONS
The Montgomery County Foundation, Inc. serves as Creative MontCo’s fiscal sponsor and is a member of the Creative MontCo Executive Committee. Creative MontCo is currently in the process of becoming a 501(c)(3) nonprofit organization. Community Connection Events offer opportunities for the region’s creative community to gather, such as at Rhythm & Brews hosted by Settlement Music School (04/25/15). Pictured above is the hanging of banners depicting local artwork as part of the Art on Our Trails initiative launched in 2015.
The Foundation is the fiscal sponsor for Advocates Against Hunger, a community group that includes soup kitchens and food banks, nonprofits and individuals and seeks to educate the community about food insecurity in Montgomery County. Pictured on the previous page are community members volunteering at a Fresh Food Market at the Montgomery County-Norristown Public Library focused on providing free fruit, vegetables and services information to those in need. We are also fiscal sponsor of and Leadership Council member of Your Way Home Montgomery County whose mission it is to improve the housing stability, economic security and health of all Montgomery County residents.
The Foundation’s fiscal sponsorships in 2015 include:
- Creative MontCo
- Montgomery County Commission on Women and Families
- Your Way Home Montgomery County
- Elder Access to Justice Roundtable
- Montgomery County System of Care Community Fund
The Foundation collaborates with the community in a wide range of ways:
- Significant partnership roles in community convenings such as the Bux-Mont Collaborative Trauma & Adversity Summit (11/19/15) pictured on the previous page that drew 275 participants, The Economics of Caregiving Conference (10/30/15) also pictured on the previous page and the Elder Access to Justice Roundtable gathering on Dealing With Cognitive Decline: Competency and the Risk for Elder Abuse (06/12/15).
- A diverse range of regional nonprofit groups meet at the Foundation including Women in Insurance & Financial Services (WIFS), Your Way Home, Advocates Against Hunger and Friends Life Care.
- The Foundation President serves on the Board of Directors of the Montgomery County Estate Planning Council and is a recent Past President.
- The Foundation President served on the Board of Trustees of the Montgomery Bar Foundation and is a member of the Montgomery Bar Association Community Task Force.
- The Foundation President serves on the Board of Trustees of Friends Life Care.
- The Foundation President serves as an Ambassador for the Montgomery County Chamber of Commerce.
- The Foundation President is a member of the Rotary Club of Norristown.
- The Foundation is a member of the Council on Foundations, WIFS, and Philanthropy Network.
- The Foundation provides grants to nonprofits focused on arts & culture, human services, animal welfare, the environment, and other charitable organizations. Grants from the General Distribution Funds and Donor Funds provide agencies with an opportunity to apply for general operating support. The Foundation also provides scholarships from several scholarship funds.
- The Rotary Club of Norristown Community Impact Committee meets at the Foundation and determines its grants to community charitable causes using the Foundation’s grantmaking process.
- The Montgomery County Foundation, Inc. provides grantmaking oversight for the Montgomery Bar Foundation which focuses on grants to nonprofit organizations providing services for those most in need of access to justice.
- The Emergency Heating and Cooling Fund provides funds for low income elderly and families for heating oil, furnace repair, air conditioning and electric bills to prevent shut off of service.
- Grants were made to five Montgomery County agencies thanks to a large gift from an anonymous donor. The gift was given to provide hope for the 2016 year to low-income individuals and/or families who had needs not funded by other sources.
- The 2015 year will once again see a challenge grant as a result of a continued collaboration between the Genuardi Family Foundation and The Montgomery County Foundation, Inc.
OTHER FUND INITIATIVES
- The Foundation partnered for a second year with the Philmont Country Club whose members raised funds in 2015 for the Philmont Country Club Veterans Project.
- The Montgomery County Commission on Women and Families for which the Foundation serves as philanthropic advisor and fiscal sponsor held two events and provided scholarships for women. The Scholarship Fund is managed by the Foundation.
- The Shirley Schriftman Fund for Animals changed its granting to assist low income and elderly consumers with support for veterinary care and food for pets in danger of being relinquished.
- The Montgomery County Foundation, Inc. was the recipient of an anonymous monthly donation to help the Foundation achieve its goals in the community.
- Lucy Belle’s Rainbow Fund has doubled in size over the past year.
- The Pottstown High School Alumni Fund is nearing its distribution level. Continuous growth to the Fund has occurred in 2015.
The Montgomery County Foundation, Inc. assists Donors to achieve their Philanthropic Goals through the establishment of Donor Advised Funds, Donor Designated Funds, Scholarship Funds, Field of Interest Funds and through Bequests and Planned Giving. The Foundation also serves as a “Catalyst for Community Solutions” by developing and supporting charitable causes.
The official registration and financial information of The Montgomery County Foundation, Inc. may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement. The Pension Protection Act of 2006 requires that we notify you that The Montgomery County Foundation, Inc. has exclusive legal control over the contributed assets.
WELCOME TO POTTSTOWN HIGH SCHOOL ALUMNI FUND
The Montgomery County Foundation, Inc. welcomes the Pottstown High School Alumni Fund as a new Field of Interest Fund. This fund was established by 5 graduates of Pottstown High School. The Fund was established primarily to benefit the educational values of students and will support educational projects of the Pottstown School District in the community of Montgomery County Pennsylvania to enhance the learning of students through grants for general education, not limited to, athletic projects and programs for the arts and music.
The founders, pictured above, are Barbara Bushey Ernico, Jenis Bechtel Frederick, Susan Bradley Trout, Betsy Hirsch Katz, and Robert Hauseman. The Fund was established on May 29, 2014.
A sincere thanks to the Founders of the Fund for giving back to the community!
ADVOCATES AGAINST HUNGER ACCOMPLISH 4th FRESH FOOD DISTRIBUTION
May 31, 2014 was the 4th distribution of fresh foods in Norristown. Many volunteers gathered to package and distribute and to otherwise make the distribution a success. The distribution funding came from the Rotary Club of Norristown. The Montgomery County Foundation, Inc. is fiscal sponsor and partner to the Advocates Against Hunger. GET MORE NUMBERS!
GVFHRA GIVES DONATION
Thank you to the GVFHRA for their continued commitment to the work of The Montgomery County Foundation, Inc. Virginia Frantz, Pres. & CEO attended the June 3, 2014 Greater Valley Forge Human Resources Association where Nina Nicoloso presented the Foundation with a check. Nina led the special event silent auction earlier in the year to raise funds for the Foundation and the membership (some of whom were in the audience) participated in the silent auction helping to make the Foundation’s work possible. THANK YOU AGAIN for your help in supporting those most in need!
NEW BEGINNINGS 2014
The Montgomery County Foundation, Inc. has moved and settled into its new home. As we sadly packed to leave the Norristown office, we anticipated the new adventure with mixed feelings…we were leaving a ‘home we loved’ and at the same time, starting over with a new logo, a new location and new programming.
The focus of the community foundation continues to be on our role as a catalyst for community solutions’ as we take on new challenges and engage donors
The boxes are unpacked…we invite you to visit the offices, maybe plan your next meeting here, or come to some of the non-profit clinic programs. New address: 4 Sentry Parkway, Suite 302, Blue Bell, PA 19422.
Take a look at the pictures of the move, click here. (must have Powerpoint to view)
The Montgomery County Foundation, Inc. is seeking individuals, corporations and other foundations to donate to our fund that will support arts and culture organizations in our Montgomery County.
Endowment funds, as they grow, provide grants to non-profit organizations in our communities. Many of the arts and culture non-profits struggle each year to raise funds to continue to provide their services. Many people in this community are committed to maintaining and enhancing the assets found in this county. Join with us by contributing to this endowment fund OR by establishing your own fund here at the Foundation.
The Foundation and its board felt that arts and culture organizations are especially hard hit in difficult economic times. Human Services organizations receive priority in general distributions. The arts and culture organizations contribute to the wellbeing of our communities and add to the viability of a community through its employee impact and quality of life impact. Through the growth of a permanent endowment, it is hope that eventually there will be a source of funding that is dedicated to arts and culture!
MCF, INC. Launches New Initiative Women as
Catalysts for Community Solutions
A pivotal focus of this year at The Montgomery County Foundation, Inc. is a commitment to introducing women in the region to meaningful new ways to support a range of pressing community needs. With this in mind, the Foundation created the Women and Philanthropy: Catalysts for Community Solutions Luncheon Series targeted at promoting vigorous exploration of subjects as diverse as the arts, hunger/food insecurity and philanthropy in Montgomery County
The first two lunches have attracted an outstanding group of women all of whom are successful in their careers and daily lives. These women are also very interested in the well-being and strength of our communities. The first luncheon focused on the Food needs of Montgomery County with presenters Dr. Deborah Howe, Temple University and Jillian Brainard, Director of Community Programs, SHARE Food Programs. The second program focused on Women as Catalysts for Community Solutions with presentations by Cindy Diccianni, Joan Morello, and Virginia Frantz.
We are pleased with the response to both luncheons and look forward to our third program on June 16th, The Arts in Montgomery County. If you have an interest in joining us, please call the office at 484-532-7387 for details.
ADVOCATES AGAINST HUNGER
Formerly the Norristown Advocacy Group On Hunger, a group of volunteers from the community are now called the Advocates Against Hunger. Regular meetings are held at the offices of The Montgomery County Foundation, Inc. The Foundation serves as the fiscal sponsor for the group and participates in the efforts as well. The group consists of representatives of churches, volunteers, food cupboards and kitchens, and agencies serving people in need of food. Their goal is to enhance food delivery and address volunteer needs as well as encouraging collaborations and educating the community on Hunger issues. See the new Website www.advocatesagainsthunger.org .
The group has provided several conferences and is planning another in October of this year. The group has a Fund here at the Foundation to assist with the programs that are provided.
The Foundation shares the commitment to serving those in need of food and nutrition support with increasing effectiveness and care.
The Foundation also maintains a Hunger and Homeless Fund which seeks donations of any size. The permanent endowment fund seeks to grow the assets in the fund in order to provide meaningful funding to organizations providing such services to the Montgomery County Community.
Send your donations made payable to The Montgomery County Foundation, Inc., 2 West Lafayette Street, Suite 120, Norristown, PA 19401. Please include Hunger and Homeless Fund or Advocates Against Hunger on the memo line or include a note indicating the fund as recipient of your donation.
ROTARY CLUB OF NORRISTOWN SUPPORTS ADVOCATES AGAINST HUNGER
Rotary Vice President Jim Nutt, Fund Raiser Chairman Dave Beach, Kary & Nanette Lafors from Advocates Against Hunger and Rotary President Jack Rule
As part of its continuing efforts to support organizations serving the greater Norristown community, the Rotary Club of Norristown presented a check for $10,500 to Advocates Against Hunger www.advocatesagainsthunger.org - a Norristown volunteer group that assists those agencies and groups that fight hunger in the local area. Advocates Against Hunger has as their purpose: ”To promote community dialogue on hunger and nutrition in the Norristown area with the purpose of sustaining and improving delivery of food and nutrition to the poor, educating the community, increasing participation of volunteer population and increasing resources.” The Montgomery County Foundation, Inc. convenes and sponsors the group of volunteers and maintains a Fund at the Foundation for them.
The donation, presented at the Rotary weekly luncheon meeting on May 16th represents the proceeds for the Norristown Rotary’s annual fundraising pancake breakfast and silent auction, which was held on Saturday, April 6, 2013. The donation was presented by Norristown Rotary president Jack Rule and received by Kary and Nanette LaFors representing Advocates Against Hunger.
Rotary International is the world’s first service club organization with more than 1.2 million members worldwide. The Rotary Club of Norristown is one of 33,000 clubs worldwide. Rotary Club members are volunteers who work locally, regionally and internationally to combat hunger, improve health and sanitation, provide education and job training, promote peace and eradicate polio under the motto “Service Above Self”. The Rotary Club of Norristown meets each Thursday at noon at the Westover Golf Club. Additional information can be found at the club’s web site www.norristownrotary.org and on Facebook www.facebook.com/rotaryclubofnorristown.
SHIRLEY SCHRIFTMAN FUND
The Foundation welcomes the Shirley Schriftman Fund for Animals established to honor
the memory of Shirley Schriftman. This fund will continue her legacy as a person
with a deep concern about the welfare of animals. There were so many achievements
and so many interests to which she made commitments. This permanent endowment fund
will further just one of the important causes in her life. Ross Schriftman, her
devoted son, has established this Donor Advised Fund.
The Fund gave grants to three organizations this year: Francisvale Home for Smaller
Animals, Spay and Save, Inc. and The Montgomery County Farm, Home & 4-H Foundation for the Seeing Eye Puppy Club program.
Pictured from L to R: Ross Schriftman, Shirley Schriftman Fund for Animals; Clare Sautter, Executive Director of Francisvale Home for Smaller Animals; Virginia Frantz, President & CEO of The Montgomery County Foundation, Inc.
Pictured from L to R: Valarie Nave; Ross Schriftman, Shirley Schriftman Fund for Animals; Christine Daniels, President of Spay & Save.
Pictured from L to R: Ross Schriftman, Shirley Schriftman Fund for Animals; Marilynn Boone of the Montgomery County 4-H Seeing Eye Puppy Club; Virginia Frantz, President & CEO of The Montgomery County Foundation, Inc.
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JOE ST. PEDRO MAKES DONATION TO THE MONTGOMERY COUNTY FOUNDATION, INC.
Virginia Frantz, President and CEO of The Montgomery County Foundation, Inc.
receives donation from Joseph St. Pedro of St. Pedro and Associates. Mr. St. Pedro,
Supervisor of Limerick Township, donated his salary as Supervisor to the Foundation
which serves Montgomery County and surrounding communities providing grants and
other support to non-profits as well as assisting donors to leave a legacy while
achieving their Philanthropic goals.
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For the last 18 months, this Foundation and its partners having been working on developing a 10 year plan for arts and culture for Montgomery County. The plan was just completed and we are now in the implementation phase of the project.
This is a grassroots effort and we have had many, many volunteers helping to make this happen. The full report, the creative economy report and the executive summary report is on the www.creativemontco.org website.
The implementation phase is underway with all volunteers committing time and energy to help raise funds for this phase. This is amazing considering all the volunteers have other responsibilities. You are welcome to join one of the 6 teams working on implementing the recommendations of the finished plan.
The Foundation is pleased to serve as fiscal sponsor and partner for this project. This is one of a number of projects under the Foundation’s ‘Catalyst for Community Solutions’ projects.
Please call 484-532-7387 or e-mail email@example.com with questions, or for information on how to donate to this project.
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Thanks to PECO....
Thank you to PECO for the donation of a $20,000 grant to assist with the Creative Montco Implementation Phase.
Creative Montco, the relatively new civic initiative aimed at cultivating the cultural and economic future of the county, received an oversized check from PECO during Thursday morning’s Board of Commissioners regular meeting.
Thanks to $20,000 from the electricity supplying giant, Creative Montco can expand its reach into the community and build on its mission of attracting and retaining businesses in the county with a creative twist.
Dr. Karen A. Stout, President of Montgomery County Community College and Chair of Creative Montco, said Montgomery County has a residency that “spends more money per capita on the arts than most communities across the country.”
“What we don’t have is a strategy to capitalize on all those assets, and that’s what Creative Montco and our plan will do,” she said.
Last September, the group unveiled a 10-year plan, which had some very early adopters in funding and investing, of which PECO was one of them.
“While public investment is important in the arts, we know that public investment is tight and funding from the public sector is not always available,” said Stout.
“We’ve decided we can’t wait for public sector investment, and that’s why today is so important. We’re hoping to leverage this to get more private funding.”
Montgomery County Foundation, Inc. is the fiscal agent of the organization and will be receiving private donations on behalf of Creative Montco.
“We hope that as we go forward, we’ll be able to leverage these dollars, because this is a unique project – it’s a grassroots project. It’s all funded from the community and foundations,” said Virginia Frantz, President and CEO of the Montgomery County Foundation, Inc.
“It is unusual for a county to do this type of project. Generally, it’s a state doing this type of thing, so it’s very important to develop the cultural identity of Montgomery County.”
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THANK YOU TO THE LIMERICK TOWNSHIP INDUSTRIAL DEVELOPMENT AUTHORITY….
A special thanks to the Board of Limerick Township Industrial Development Authority for its donation to The Montgomery County Foundation, Inc. We are pleased to support non-profits in the area as well as providing countywide ‘catalyst for community solutions’ programs like the Creative Montco project and the Your Way Home project working for systems change to assist those who face homelessness.
Pictured L to R: Ryan Wall, Treasurer of Limerick Township Industrial Development Authority; Chris Haring, Secretary of Limerick Township Industrial Development Authority; Virginia Frantz, President & CEO of The Montgomery County Foundation, Inc.; Joseph St. Pedro, Vice Chair and Carmen Italia, Co-Chair of Limerick Township Industrial Development Authority.
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Welcome to the A. Kirk Field Family of Funds: INCLUDES A CHALLENGE FUND
Dr. A. Kirk Field recently established a Donor Advised Fund and a Designated Fund to achieve his philanthropic goals. The Designated Fund is a unique type of fund. The fund will support the operations of the North Wales Area Library but it has been established to attract other donors to contribute to this permanent endowment fund. Dr. Field will match up to $50,000 in donations. If you love libraries and especially love this local library, please consider a contribution to the fund.
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Volunteers needed to assist the Foundation with marketing, clerical, data entry and other projects. Please call Ellie at 484-532-7387.