Charitable Giving Programs

A Good Start

We've granted out half of all incoming contributions---and still have a fund balance that is 140% greater than all incoming contributions!  Started in 2000, the endowment fund has received a total of approximately $32,000, awarded $17,669 in grants to date, and currently has a fund balance that ranges between $45,000 to $55,000 depending on the markets.

Founding Purposes

Our Charitable Giving Programs advance three of our bar association's founding purposes:

(1) To acquire, hold, and dispose of real, personal, or intangible property of any kind or character whatsoever in furtherance of [the Bar Association's] purposes... (e.g. "create an endowment fund"); 

(2) To take such actions to...promote...or cooperate with such other charitable or civil organizations as are or will be engaged in activities associated with, or complementary to, the functioning of the judicial system... (e.g. the "Grand Traverse Regional Community Foundation"); and

(3) To encourage the delivery of legal services free of charge or at low cost to those members of the general public who cannot afford access to justice ("by awarding grants").

How is the bar association fulfilling its purposes and what are the metrics of success?

1. By asking companies and individuals to consider contributions.

Performance Metric:  Started in 2000, the endowment fund has received a total of approximately $32,000 in donor contributions, exclusive of investment income (which has grown the fund to over 150% of the original incoming contributions).

On line.  Click this link: https://www.gtrcf.org/give/our-funds.html/69/

By Check.  Mail your check to the Grand Traverse Regional Community Foundation, 223 Lake Ave. Suite B, Traverse City, MI 49684,  and write "GTLA Bar Association Endowment" in the memo line.  Questions? Call 231.935.4066.

Estate Planning.  Consider asking your estate planning attorney to include the GTLA Bar Association Endowment as part of your plan for charitable giving.

2. To be held by cooperating charitable or civil organization
Is the Endowment Fund Professionally Managed? 

Yes. The Bar Association's endowment is administered by the Grand Traverse Regional Community Foundation. 

How is the Endowment Fund invested?

The investments are made via pooled $100 million of the Community Foundation's funds under management. Performance Metrics: The long-term goal is to maintain a return of around 7.5% over time so that 4% would be available for granting.

What are the Annual Amounts Available for Granting?

The Annual Amount Available for Granting is based on a 4% of a 12 quarter trailing average.  Any unused portion for any given year rolls over and is available the following year.  In 2022 there is $2,643 available for granting.

What is the most recent report?

Fund Activity from January 1, 2022 through June 30, 2022

3. For the purpose of promoting other charitable or civil organizations to encourage the delivery of legal services free of charge or at low cost to those members of the general public who cannot afford to pay the normal fee.

GTLABA Performance Metric: The Endowment Fund has awarded $17,669 in grants as of 2022.

Recent Grant Awards:

  • June 2022:  $1,322 to Child & Family Services of Northwest Michigan, Inc. dba Third Level Crisis Intervention Center, a Michigan Nonprofit Corporation of 3785 Veterans Drive, Traverse City, MI 49685 (principal officer Gina Aranki). About the Recipient:  C&FS reports a total annual revenue of approximately $6.5 million, which includes income of approximately $5 million from program services and approximately $1.2 million in contribution and grants.  Its largest expenses are for salaries, other compensation, and employee benefits which total approximately $4 million annually.  Click here for the grant recipient's 2019 Form 990.   Website https://www.cfsnwmi.org/
  • March 2021:  $3,000 to to Child & Family Services of Northwest Michigan, Inc. dba Third Level Crisis Intervention Center, a Michigan Nonprofit Corporation of 3785 Veterans Drive, Traverse City, MI 49685 (principal officer Gina Aranki). About the Recipient:  C&FS reports a total annual revenue of approximately $6.5 million, which includes income of approximately $5 million from program services and approximately $1.2 million in contribution and grants.  Its largest expenses are for salaries, other compensation, and employee benefits which total approximately $4 million annually.  Click here for the grant recipient's 2019 Form 990.   Website https://www.cfsnwmi.org/

***The Bar Association recognizes that Child & Family Services of Northwest Michigan, Inc. is a Community Stakeholder that benefits when transcripts costs and turnaround times are reduced for parents who seek appellate justice.*** Click here for more info

Who can request a grant? 

Any person can submit a request for a grant for their organization.  Grant funds must advance the bar's purpose to encourage the delivery of legal services free of charge or at low cost to those members of the general public who cannot afford access to justice.

What is the process? 

Tell us in writing how your organization will advance the bar's purpose to encourage the delivery of legal services free of charge or at low cost to those members of the general public who cannot afford access to justice.  We want to know how your organization is exceptional. What are the metrics that your organization uses to measure its success?  Be prepared to state in writing your need(s) and the reporting metrics for monitoring success.  Also submit your EIN and 3 most recent filed form 990s. 

 

Requests for grants should be e-mailed to the GTLABA Charitable Giving Committee c/o GTLA Administrator at admin@gtlaba.orgWritten requests will be evaluated by the Charitable Giving Committee and will be presented to the remaining members of the board.  If/when the requests are approved by the full board then the Chair of the Charitable Giving Committee forward for formal processing through our administrator, the Community Foundation.  

The Charitable Giving Committee is a standing committee that consists of the GTLA president, president elect, immediate past president, treasurer and pro bono committee chair.