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40 Giving Guide 2020 Worcester Business Journal www.wbjournal.com Reliant Foundation Inc. 1. The Foundation will connect the generosity of its donors to sustainable efforts that target significant public health issues and encourage healthy living for all. 2. We will be a leader and resource in health-focused fundraising and grant-making, delivering a meaningful grant-making program for the benefit of community organizations and the people they serve. In 2020, we will exceed a total of $4.3 million granted since 2008. 3. We will focus on the top community health needs, including the COVID-19 pandemic, addressing substance use disorder, and increasing access to mental health and behavioral health programs for children and youth. Our Foundation will serve as a community connector around these issues, participating on committees and hosting speakers and educational events when possible. 4. Our Foundation staff and trustees will make personal or online visits to public charities in our service area to identify and better understand the service gaps and challenges in the regions we serve. 5. We will actively participate in meetings tied to the work of the area CHIPs (Community Health Improvement Plans), CHNAs (Community Health Network Areas) and CHAs (Community Health Assessments). Kelsa Zereski President Elizabeth L.B. Greene Mirick O'Connell MISSION STATEMENT SERVICE AREA: Reliant Foundation's geographic service area includes all of Worcester County and a selection of towns within Middlesex County, for a total of 70 towns. The Foundation has assisted over 85 charities through collaboration and grant-making since 2008. To improve the health and well- being of individuals of all ages in the Central and MetroWest regions of Massachusetts. Corporations ................... 60% Individual Donors ............ 31% Foundations ...................... 9% TOP FUNDING SOURCES: Elizabeth L.B. Greene, Esq., Mirick O'Connell, Board Chair Marianne Felice, MD, Retired, Vice Board Chair Ivan Green, MD, Retired, 2nd Vice Board Chair Maria Paul, Robert Half Management Resources, Treasurer Cynthia A. Monahan, The Monahan Group Inc., Clerk Joshua Greenberg, MD, St. Vincent Medical Group, At-Large Executive Committee Member Matt McHugh, Acre Bridge Transportation, LLC, At-Large Executive Committee Member Katharine Barnard, MD, Family Health Center of Worcester Reliant Foundation Inc. 311 Main Street, Suite 202 Worcester, MA 01608 Phone: 508-231-4663 reliantfoundation.org Full-time employees: 2.5 Annual revenues: $861,306 Year founded: 1988 BOARD OF DIRECTORS Kristine Bostek, Fallon Health Andrew Madigan, F. W. Madigan Company, Inc. Kevin O'Brien, Peak Financial Services Naomi Sleeper, Imperial Distributors, Inc. Jennifer Weyler, MD, Aponi Aesthetics, LLC FUTURE GOALS Donor Receptions/ Stewardship- Reliant Foundation meets with (virtually or in person) donors and/or grantees to share information on our Community Grants Program and other Foundation activities and events. Drive for a Difference Golf Classic- For more than 20 years, our charity has brought together a group of generous sponsors and donors to raise funds for our health-focused grants and initiatives. We will hold a golf tournament and online auction on May 24, 2021, at Pleasant Valley Country Club in Sutton, MA. To sponsor or make an in-kind donation, please contact foundation@reliantfoundation.org or 508-231-4663. Our work is fueled by people power! Our volunteers make our events successful and keep our behind-the-scenes work moving efficiently. We welcome all individuals, students and business executives to give their time by being an event volunteer or participant, serving on a committee, and/or assisting with our annual appeals. For more information, please visit reliantfoundation.org/give/volunteer/. Donate Online - Make a secure, one-time donation or start a recurring gift at www.reliantfoundation.org. Annual Giving- We mail several appeals throughout the year to support our Community Grants Program. To make an unrestricted gift, please mail your donation to Reliant Foundation at 311 Main Street, Suite 202, Worcester, MA 01608 or visit our website to donate online. Giving Tuesday - Participate in our annual giving drive, traditionally held on the Tuesday after Thanksgiving. Amazon Smile- Give while you shop online at Amazon. Go to smile.amazon.com and select Reliant Foundation Inc. We will receive 0.5% of your eligible purchases. Matching Gifts- We welcome matching gifts. Please contact your employer to see if your gift is available for a match. Honor and Memorial Gifts- Recognize a friend or a loved one by making a gift to Reliant Foundation. We will feature all honor and memorial gifts in our annual Report on Giving and will notify the proper recipient of your generosity. Bequests and Planned Giving- Support Reliant Foundation by including our charity in your will or estate plan. For more information on giving opportunities, please visit reliantfoundation.org/give/make-a-gift/. GIVING OPPORTUNITIES FUNDRAISING EVENTS/OPPORTUNITIES VOLUNTEER OPPORTUNITIES RELIANT FOUNDATION'S RESPONSE TO THE PANDEMIC As COVID-19 began to have devastating local impacts, Reliant Foundation staff reached out to our current non-profit grantees and community partners back in March. Our goal at that time was to understand how the pandemic was affecting these organizations' ability to serve the individuals, children and families who rely on their critical services, and to provide them with an opportunity to apply for emergency funds. We also reached out to our donor base, through e-blasts and social media posts, to ask them to join our efforts in providing emergency support to those impacted by the pandemic. To date, Reliant Foundation has distributed over $204,000 in emergency grants to 35 non-profits throughout Central and MetroWest Massachusetts. These non-profits provide life-saving mental health, behavioral health, substance use services and recovery support to our most vulnerable community members. The emergency funds will help establish critical Telehealth and virtual client support, childcare, food, and emergency supplies. The support of our donors is needed now more than ever, as we have additional requests coming in as we move from emergency to recovery.