Yesterday, October 1, 2016, was a BIG day in the life of the Jeffrey Campbell Evans Foundation. Liz Truong, a non-profit consultant, who Brad and Mary met in Seattle late last year when she was the Executive Director for the Seattle Transplant House, flew into Atlanta to host a retreat for our board of directors. We met for six hours at “The Cabin” (thank you Brad and Heather Merkl) and covered a lot of information about what being a board member means and the duties and responsibilities of being a board member. We also covered the legal aspects of becoming fully registered with the State of Georgia and the IRS. Liz has worked together with Brian Annino, our attorney, to take care of the legalities. We are, as of last Wednesday, registered with the State and we have our EIN. Brian and Liz made a commitment yesterday to submit the application for our 501(c)3 to the IRS by October 15th. That took care of the morning! We broke for lunch and got back to work for the afternoon. That is when we discussed financial information, budgets and fund raising. To say that we realized very quickly how much we need Liz’s expertise would be an understatement. She has “been there, done that” in EVERY way. She speaks our language. She left us with this…”I’m going to keep all of you busy for the next three months when you will have your next board meeting. Then we will move on to the next step.” So now we’re waiting for out “to-do” lists! We are obviously a “start-up,” but we won’t be for long! We are all excited about the future of the JCEF.
The Foundation is revving up, at incredible speed. Sounds funny to say, but we have been living in a “hurry up and wait” mode, along with “two steps forward; one step backwards” mode for a number of months. We are beyond being frustrated; we have learned to just “go with the flow.”
Currently we are preparing for a Board of Directors Retreat, which will be held on Saturday, October 1st. It will be led by Liz Truong Doyle, who is the former Executive Director of the Seattle Transplant House. She has resigned from the Seattle House as of July 1st and has returned to being a consultant for non-profits. Liz has been a supporter of our foundation since Brad and Mary visited her in Seattle…Brad in October and Mary in December 2015.
Liz has tasked us with researching a lot of things in order to be ready for the retreat. It’s all consuming, but Mary works best with a task list and she is making progress. In the end, Liz will have shown our board what a non-profit board looks like, along with duties and responsibilities. She will have developed by-laws, a business plan, a financial plan, and given us help with fund raising issues. Based on the research mentioned above, we, as a board, will make a final decision about moving forward. This is BIG STUFF! And these are EXCITING TIMES!
Liz is working in concert with Brian Annino, our attorney and member of our board in order to apply for our own 501c3 status with the IRS and registering with the State of Georgia.
We are officially separated from Enduring Hearts. We are grateful for all they did to get us up and running. We could not have even begun this journey without their help and encouragement.
Last thing…we are in the planning stages of the “2nd Annual Preserve at Etowah Hoe Down” to benefit the foundation. It will be held, once again at Wildwood Farm, the horse farm behind our house. This year we are adding an raffle to the program, so we are out seeking donations for those two things. It isn’t easy! But, as with everything else, we’re just doing it!