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(Bayside, Calif. Wednesday, Nov. 9 2018) The Humboldt Area Foundation board announced today that executive director Patrick Cleary will remain with the foundation until 2023 as part of a long-term succession plan. Cleary will retain his role as executive director while a national search is undertaken by the board for his successor, then transition to a new role as Director of Community Prosperity and Investments in mid-2019.
The Humboldt Area Foundation board announced today that executive director Patrick Cleary will remain with the foundation until 2023 as part of a long-term succession plan. Cleary will retain his role as executive director while a national search is undertaken by the board for his successor, then transition to a new role as Director of Community Prosperity and Investments in mid-2019.
“Patrick has put us in a strong position so the upcoming transition is one we see as an opportunity to move the Foundation to the next level, one that will benefit the entire region and all the organizations, donors and people we serve,” said board chair Kathryn Lobato.
Cleary initially announced his intention to retire to the foundation’s board last week, but the board ultimately convinced him to defer in favor of a new position advising and managing complex gifts and community investments. “The executive director position is a big job, and I am ready for a less rigorous workload,” said Cleary.
During his six years of leadership the foundation’s total assets grew by 62%, to more than $128 million. That money was reinvested into projects such as the recently opened Fortuna Open Door Community Health Center building. Under Cleary’s tenure the foundation took on projects as challenging and diverse as helping finance the Carson Block renovation project in Eureka’s Old Town, the formation of the Equity Alliance of the North Coast and economic development initiative Humboldt Made. Cleary successfully developed bridges that strengthened the foundation’s financial resources and created local investment opportunities to create jobs and develop nonprofits in Humboldt, Trinity and Curry counties. This is work the Humboldt Area Foundation plans to continue with Cleary’s guidance and mentorship.
Board Finance Chair Charlie Jordan said: “The board worked with Patrick these past weeks to create a position that takes advantage of his financial investment expertise to continue the growth seen under his leadership.”
In addition to local investments hundreds of grants to community organizations and scholarships are made each year. HAF has also worked behind the scenes and as a convener to bring people together to talk about challenges within our communities.
“Patrick’s commitment to engaged and active philanthropy has allowed us to take a leadership and convening role in talking about sensitive issues like race, equity and inclusion, all topics important to address in building a healthy community for all,” said board member and Program Strategies Committee Chair, Zuretti Goosby.
“The Humboldt Area Foundation is a truly special organization that has real and profound impacts on the people we serve. Our scope is large, our approach is thoughtful and empowering, and our staff is top notch and incredibly committed and talented. Over the last six years we have accomplished so much together to make our community better, and I know the foundation is poised for even more growth in the future,” said Cleary.
“The transition plan we are working out means we do not have to say good-bye to Patrick. He will be here to assist us as we move forward together in a thoughtful and intentional way,” Lobato added. “The proposed new position for Cleary also allows him to devote more time to his family and personal life. Work-life balance is something we believe in and support.”
For further information, please call Kathryn Lobato at (707) 223-4300. You may also email Kathryn.Lobato@gmail.com.
About Humboldt Area Foundation:
Vera Vietor established the Humboldt Area Foundation in 1972. Since then, more than $80 million in grants and scholarships have been awarded in Humboldt, Del Norte, Curry and Trinity Counties. Humboldt Area Foundation promotes and encourages generosity, leadership and inclusion to strengthen our communities.
For more information on services provided by the Foundation please visit the Humboldt Area Foundation website at hafoundation.org or call (707) 442-2993.
Since the new tax law raises the standard deduction, many people who used to itemized deductions may no longer be best served by itemizing beginning in 2018, especially with the limitation on state and local taxes. You may consider moving some or all of your 2018 giving into 2017 for tax purposes. With some tax payers receiving a lower tax bracket under the new tax law, it could make sense to accelerate gifts into 2017 even if you still itemize.
Donor Advised Funds:
Setting up a donor advised fund, either at Humboldt Area Foundation or a financial institution is like funding a savings account for future giving. The tax deduction is available immediately, but you can make the individual giving decisions later.
If you are 70 ½ or older, you can opt to make a qualified charitable distribution (QCD) from your IRA. This allows funds to be withdrawn from your IRA with no tax consequences and can be used to satisfy your minimum required distribution (RMD).
Appreciated Asset Giving:
Giving appreciated assets such as stock or real estate is a very tax effective way to give.You can deduct the full market price of the asset and avoid the capital gains tax on the increased value. Please do not wait until the last minute to do this, though. It is important to let you recipient know soon if you would like to do this so that the logistics can be worked out.
We encourage you to consult your legal, tax, or financial adviser or contact the Foundation directly at (707) 442-2993/ firstname.lastname@example.org. We are happy to answer your questions and assist you in making the best decision for your individual giving.
Humboldt Area Foundation offices will be open 8:30am-5pm through the holidays, except for December 25 & 26th. We invite you to give us a call or stop by our offices in Bayside at 363 Indianola Rd.
Happy Holidays to you and yours.
Humboldt Area Foundation Executive Director
“Meeting the National Standards benchmarks is a rigorous, comprehensive process,” said Randy Royster, Chair of the Community Foundations National Standards Board. “This accreditation is a significant accomplishment that indicates Humboldt Area Foundation demonstrates a commitment to transparency, quality, integrity and accountability as it carries out its mission.”
Founded in 1972 by Vera Vietor, Humboldt Area Foundation has over 700 funds established by donors to advance the causes most important to them. National Standards also apply to Humboldt Area Foundation’s two geographic affiliates, Wild Rivers Community Foundation (serving Del Norte and Curry Counties) and the Trinity Trust. In addition to providing grants to individuals and nonprofits, HAF provides support to the Northern California Association of Nonprofits and offers a variety of support services including a nonprofit resource center and meeting rooms. . In addition to affirming the organization’s philanthropic services, the accreditation validates Humboldt Area Foundation’s grantmaking practices for
the nonprofit community.
National Standards for U.S. Community Foundations® is the first program of its kind for charitable
foundations in the United States. Humboldt Area Foundation promotes and encourages generosity, leadership and inclusion to strengthen our communities.
The Community Foundations National Standards Board is a supporting organization of the Council on Foundations
and is responsible for the quality, value and integrity of compliance with National Standards. For more information on
the National Standards Board, visit its website at www.cfstandards.org.
[article by Kym Kemp, Redheaded Blackbelt]
In response to the devastating Helena Fire that hit the community of Junction City last fall, Senator Mike McGuire, The Humboldt Area Foundation, the County of Trinity, the Trinity Journal, Trinity County Supervisor Judy Morris and Humboldt County Supervisor Rex Bohn came together to establish the Trinity County Fire Relief Fund.
On display November 2, 2018 through April 2019, Humboldt Area Foundation will be hosting Connecting to the Past, a solo exhibit by local student artist Pedro Uribe Godoy. Marrying the visual languages of street art and ancient Aztec and Mayan imagery, Godoy’s prints combine vibrant hues and hieroglyphs together to express a personal narrative about the artist’s process of reconnecting to his Mexican roots. “Even though I was born in Mexico, my mother and father migrated to California when I was a year old. When I lost my mother in 2015 I felt even more disconnected to my culture, which has led me to connect through my art,” states Godoy. “I feel that everything one does as an artist needs to be personal in order for the work to be honest.”
Through his prints, Godoy uses his research of codices of hieroglyphs found in Mexico and Central America to explore language and color, bridging the gap between his heritage and present cultural influences. “The few codices that survived the inquisition in Mexico show a limited palette of colors that they used. What I try to do is blend and make lighter more vibrant colors which catch your attention, just like graffiti catches your attention while driving or walking by.”
Humboldt Area Foundation invites the community to visit the Community Center, located at 363 Indianola Road in Bayside, to enjoy Pedro Uribe Godoy’s works during an opening reception to be hosted from 5:00-7:00pm on Friday, November 9, 2018. Connecting to the Past will be on display for public viewing Monday-Friday 8:30am-5:00pm through April 30, 2019.
Vera Vietor established the Humboldt Area Foundation in 1972. Since then, more than $70 million in grants and scholarships have been awarded in Humboldt, Del Norte, Curry and Trinity counties. Humboldt Area Foundation promotes and encourages generosity, leadership and inclusion to strengthen our communities.
For more information on services provided by the Foundation please visit the Humboldt Area Foundation website at hafoundation.org or call 707-442-2993.
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Humboldt Area Foundation is confirmed in compliance with National Standards for U.S. Community Foundations
Humboldt Area Foundation promotes and encourages generosity, leadership, and inclusion to strengthen our communities.