Strategic Initiatives, 2019 - 2023

For the Community


Focus grantmaking on the most urgent needs in three critical areas - our people, our heritage and our environment;
Expand grantmaking capacity through donor advised fund allocations and planned giving options;
Expand unrestricted grantmaking capacity by developing the County Funds in each of the five Mid-Shore Counties.

Community Leadership

Engage our nonprofits and regional family foundations in collaborative efforts to address areas of critical need;
Join with the Community Foundation of the Eastern Shore to leverage resources on shared community challenges.

For Mid-Shore Nonprofits

Professional Development

Host two workshops per year for area nonprofits – focusing on governance, fund development and operational efficiency.


Develop tools to strengthen communication;
Promote our nonprofits to our donors and throughout the community.

Planned Giving

Expand collaboration with area nonprofits - focusing on Charitable Gift Annuities.

For the Foundation

Board Development

Continue to expand the Board to achieve diversity geographically, in areas of expertise, gender, race and ethnicity.

Advisory Committees

Educate, encourage and engage advisors as advocates for their communities and as ambassadors for the Foundation.

Asset Development

Achieve target investment performance in support of the Spending Policy;
Diversify sources of operating revenue – Operating Endowment and County Funds;
Further develop assets to generate revenue and to achieve an operating surplus.

Visibility of the Foundation

Use multiple venues for promotion – electronic, print and networking strategies.

Operational Efficiency

Invest in technology to enhance productivity;
Keep operating expenses, as a percentage of assets, below average for community foundations of comparable asset size;
Implement job enrichment strategies for associates.

Bullitt House

Maintain this historic asset for the community;
Generate revenue to cover operating expenses and capital expenses for the Bullitt House;
Conduct inspections to ascertain future maintenance expenses.