Terri Donlin Huesman, Executive Vice President Osteopathic Heritage Foundations

Congratulations on your recent promotion! Tell me what you like best about the work you do.

For nearly 20 years, I’ve had the privilege of working to advance health and quality life in central and southeastern Ohio, and advancing osteopathic medicine in Ohio and across the country.  From the beginning, the Foundations’ approach has been proactive, strategic and with intent.  This approach has allowed us to identify significant and/or emerging community needs and work collaboratively with agencies best suited to address the identified issues.  What I like best – many things, including the opportunity to work diverse groups of individuals and agencies:  nationally, and in Appalachian, rural and urban areas. 

The Osteopathic Heritage Foundation is one of the largest in central Ohio. Tell me about the history of the Osteopathic Heritage Foundations - how was the original funding obtained to populate the foundation? 

The “heritage” of the foundations come from owning and operating a hospital system in central and southeastern Ohio, Doctors Hospital and Doctors Hospital of Nelsonville, respectively, which served as training sites for osteopathic physicians.  The Foundation structure has been in existing since the early 1960’s, and in the early 1990s the Boards determined that the communities could be served through philanthropic organizations committed to improving health and quality of and advancing osteopathic medicine. 

In 1998 the Foundations’ Boards approved the Doctors Hospital and Doctors Hospital of Nelsonville asset sale to OhioHealth, a large highly respected non-profit health care system.  From the asset sale, there was an influx of funds into the existing foundation structure.  The Osteopathic Heritage Foundations includes two separately incorporated foundations: the Osteopathic Heritage Foundation and the Osteopathic Heritage Foundation of Nelsonville.


What is your funding focus today?

The Foundation’s mission is to improve the health and quality of life in the community through education, research, and service consistent with our osteopathic heritage.  We advance this mission through strategic funding priorities and initiatives, including primary care and research on pressing health issues, healthy aging, healthy food access, behavioral health, access to oral health care, among others.  The Foundations website is a good place to look for current funding priorities (http://www.osteopathicheritage.org).

We also have other funding partnership, including capital improvement grants with The Columbus Foundation, Signature Impact Funding, and community leadership funding.

You have a broader geographical funding area than most central Ohio funders.  I know you have done great work in Appalachia and other areas. Tell me about the counties in Ohio you support and why that broad support is important to you.

The Osteopathic Heritage Foundation of Nelsonville’s service area includes ten (10) counties in southeastern Ohio, and it funds primarily community health and quality of life initiatives.  The Nelsonville Foundation has many funding partnerships in the region, including the Rocky Community Improvement Fund, the 317 Board (local ADAMH) serving Athens, Hocking and Vinton counties, and Komen Columbus. 

We are part two Appalachian funder networks:  the Appalachian Ohio Funders Network (focused on Ohio’s Appalachian counties) and Appalachia Funders Network (focused on five states in central Appalachia).   Since we don’t have offices in the region, it’s important that we are connected through various networks. That said, we spend a lot of time in the region – meeting our partners and grantees where the work is happening.


How can a nonprofit be considered for your Signature Impact Initiative Funding? Are there deadlines for this support?

While the mission and vision of organizations receiving a Signature Impact Initiative funding award are different, each shares important characteristics: a history of high performance, effectively serving some of the most vulnerable populations; a clear and sustainable plan for building on success; and positioned to successfully expand and strengthen essential health and social services. These are considered through an invitation to submit. 


Do you have grant making deadlines?

Generally, the Foundations don’t accept unsolicited proposals, rather, we proactively approach partners to work in areas of our funding focus.

Tell me about your investments in Community Leadership programming.

For a number of years, the Osteopathic Heritage Foundation of Nelsonville has supported the Leadership Athens, a program of the Athens County Foundation.  Each year, emerging and seasoned leaders explore economic, political, social and cultural landscape through discussions of current issues and conversations with community leaders.  This is a great partnership with the Athens County Foundation – promoting community leadership and stewardship. 

 Where can someone interested in approaching you for support go for more information?

More information, and to sign-up to receive our electronic communications, please go to our website at www.osteoapthicheriage.org

Dale Heydlauff, Senior Vice President - Corporate Communications, President - American Electric Power Foundation

You have personally volunteered to serve in many leadership roles for nonprofits as have Nick and Donna Akins and others – how do you select the nonprofits for which you or your Executive Team will serve in leadership roles?

They typically choose themselves and I occasionally help recruit them. One of AEP’s core cultural principles is giving back. Our business thrives and prospers when our communities do and that has manifested in board service. If you are an officer at AEP you are expected to serve on at least one nonprofit board. I match them as needed but typically they have a good idea of what they are interested in doing. I track and report this involvement to the CEO, and share where there are holes in service to determine where we need someone to serve.
 

Does having a board member from AEP serving on a nonprofit board increase the likelihood they will receive funding?

Where we make significant gifts we almost always have corporate executives serving on that board, especially if it is outside of our giving priorities. Gifts outside of our funding focus areas usually happen because of relationships.

 How are volunteers requested from AEP for nonprofit needs?

Most volunteerism comes through corporate headquarters. We are heavily influenced by the interests of our employees. We currently have 16 company approved campaigns in Columbus. They all have executive champions (officers), and community champions (employees that lead campaigns).  We give these groups access to the lobby for fundraising, the ability to solicit employees, and we give them seed money for things like t-shirts and hats.  The majority of those 16 campaigns don’t align with corporate philanthropic priorities (which is STEM education and basic needs) but our associates are highly engaged in them. The largest campaign we do outside of United Way is Operation Feed for the Mid-Ohio Foodbank. 

How are in-kind gifts requested from AEP and what might those entail?

It’s important to know that we do not provide free electricity, ever.  We sometimes provide grant money to help pay for electric bills but we don’t provide it in-kind.  Most of the in-kind we do is donating suites in athletic facilities to nonprofits for auctions.

Your focus for giving includes education (with a STEM focus), the environment and human services, such as hunger, housing, health, and safety.  What has been the most impactful grant you have made in these areas and why?

For a long time, we didn’t have a signature program but now we have Credits Count. We have invested over $14 million in this program that provides college level STEM education to high poverty, urban and rural high school students across our service territory. We did a pilot at Columbus State Community College where Columbus City high school students can earn up to 30 community college credits free of charge. When they graduate from high school, if they’ve obtained a minimum 2.5 GPA in their college level courses, we also give additional scholarship funds to help with continued college education.

You mention economic development grants – are those part of the focus above or separate from?

This is a completely different pool of funds that are not managed by me because they are regulated dollars. We have an economic development team that works with government and other private sector officials to attract new businesses because, ultimately, we want to grow our service territory too. You can learn more about that work here: http://www.aepsustainability.com/investment/development/

You primarily support nonprofits within AEP’s eleven service territories (Michigan, Indiana, Ohio, Kentucky, West Virginia, Virginia, Tennessee, Texas, Arkansas, Louisiana and Oklahoma – what is the process for requesting support outside of central Ohio).  How are those funding decisions made?

Our operating company presidents and/or their Vice President for External Affairscoordinate the charitable giving and volunteer programming outside of Columbus. The Presidents can be found on our website (http://www.aep.com/about/leadership/regionalpresidents.aspx) and a list of addresses to submit service territory grant requests are also on the website (https://www.aep.com/community/ourgiving/CorporateGivingGuidelines/).

How is the process started to request funding from AEP corporate and/or the foundation?

These are both accepted electronically by invitation only.

Our budget for corporate contributions is as large as the AEP Foundation budget and almost all of that money goes to Columbus. Corporate requests can be submitted at any time. Corporate funding provides operating support and event sponsorship.

Foundation support is primarily for capital, program and endowment gifts. The Foundation Board meets two times a year. There is a March 1 deadline for the May meeting and an August 1st deadline for the October meeting.

Our annual Foundation giving budget is 15% of the corpus balance.

What is the difference between requesting support from AEP corporate and AEP Ohio?  

We talk a lot. Since AEP is headquartered in Columbus the lines can get a little blurry. To a large extent AEP corporate focuses on Central Ohio/Columbus and AEP Ohio focuses largely outside of the Central Ohio area in other parts of Ohio.

How are requests for capital support approached?

We provide budgetary guidelines to operating companies so they know what they can anticipate annually from the foundation. Capital requests across the eleven state service areas all come to me for review by the foundation. The operating company Presidents prioritize/rank order them. I also provide a recommendation based on the budget amount available at the time. Multi-year commitments to capital campaigns generally do not exceed five years.

Tell me about your matching gifts program.

We provide a 50 cent match for every dollar employees donate to the United Way.  We also provide a dollar for dollar match for employee gifts to colleges/universities, up to $1,000.

For episodic major global natural disasters employees often approach us to run a campaign where we match employee donations dollar for dollar, up to $50,000. For employees who are victims of natural disasters themselves, we provide emergency assistance grants of up to $5,000 in partnership with the Salvation Army. This program is funded by employee contributions through payroll deduction.

What are some of the traits of the best fundraisers you have worked with?

It’s all about relationships in the end. They have invested the time to get to know their donors and have done their research before their first meeting. Fundraisers should understand the company/individuals giving priorities. They have board members. They also need to cultivate them and find alignment. It’s about bringing people together, listening and adjusting and putting the puzzle pieces together based on your research and relationships to find a win-win.

What do you think are the biggest issues facing nonprofits today?

Talent.

The people I consider to be most talented Executive Directors are getting ready to retire with no clear successor in their ranks. This needs to be an issue boards deal with - succession planning is the role of a nonprofit board - and not many nonprofits have a clear succession plan. Board members need to ensure nonprofits are doing the same thing they would do in their corporate positions. From what I have seen, internal succession planning doesn’t seem to happen, which can be disruptive. Often new leaders are brought in from outside of the nonprofit.

In addition to Executive Director turnover, there are not many super stars in fundraising for nonprofits. The best of them seem to move around a lot. Nonprofits need to pay good ones well so they stay.

 Where can people go to learn more about your philanthropy?

You can learn a lot from our giving reports online that list all of our donations https://www.aep.com/community/reports

More about our foundation can be found online at https://www.aep.com/community/ourgiving/aepfoundation/

Our corporate giving guidelines can also be found online at https://www.aep.com/community/GivingBack

Steven Fields - Vice President, Director of Community Engagement and President, The Huntington Foundation at Huntington Bancshares

Huntington has branches in Ohio, Michigan, Wisconsin, Indiana, Illinois, Kentucky, West Virginia and Western Pennsylvania, do you provide financial support to nonprofits in all of your service areas?

We provide the opportunity for financial support in all regions where our colleagues live, work and play. Each region has its own strategic goals and objectives so nonprofits looking for funding should start conversations with the local leadership team first.  We then work with these local teams to invite nonprofits to submit formal requests for support.

When are grant request due?

We look at all requests submitted for consideration on a monthly basis. Ideally we would like to have a four to five month lead time on requests. We pull the submissions for review on the 15th of every month, including those from different regions.

 What's the process difference for grants under $5,000 vs grants over $5,000?

The timing for submission and approval process is the same but there are two different links on our website for these groups. Requests over $5,000 require more application materials than the requests under $5,000. For service areas outside of Ohio, we ask that requests are directed by the local Huntington representatives to the online portal for support.

 How should nonprofits request fundraising event support?

Currently event support requests start with email or phone conversations and don’t go through the online portal. For service areas outside of Ohio, we ask that requests are directed by the local representatives to the online portal for support.

What's your process for placing Huntington associates on nonprofit boards?

I equate my role as that of Match.com. Nonprofits approach us with a request for a board member and, if it fits our focus, we ask them a series of questions around what skillsets they are looking for, etc. I then provide two or three potential candidates and ask the nonprofit and the Huntington associate to interview each other to find the best fit for the opportunity. We know that the value of time and expertise our associates provide to nonprofits is very meaningful, and we work hard to be sure the match works.

Outside of Ohio, our regional teams work with that Huntington colleague to help them through the process as well. It’s also important to share that just because you have a Huntington board member it doesn’t guarantee funds from us but it does increase the likelihood of support.

Tell us about your focus for giving. 

Huntington supports areas that improve self-sufficiency and quality of life with a focus on affordable housing, economic development, and financial literacy.

We recently have been working on access grants – providing access to all - and serving neighborhoods that are a desert for resources.  This includes providing access to food, medical care, financial education, etc. For example, Franklinton had no primary medical care and people were using overusing Emergency Rooms. Huntington invested in OhioHealth’s Mobile Wellness on Wheels unit that comes to the local YMCA three times a week to help patients be proactive in their healthcare.

Any advice for nonprofits looking for support?

It’s all about relationships. We fund people we trust and know are doing good work. We encourage nonprofits to let us know what you are doing so come and meet with us. We have an open door policy - let us learn more about you.

 Where can someone who is interested learn more?

Our website is a good place to start: https://www.huntington.com/Community/corporate-giving, and here is contact information for me and Lindsay in my office:

Steven Fields, Director, Huntington Foundation and Community Engagement
(614) 480-3278
Steven.Fields@huntington.com

 Lindsay Baker, Community Engagement Coordinator

(614) 480-3720
Lindsay.Baker@huntington.com

 

 

Bobbie Trittschuh  Community Relations Corporate Affairs Department Honda of America Mfg., Inc.

You have been at Honda for an impressive 20 years which is very rare these days.  Tell me why you love Honda and about your progression into your current role.

Honda is a company based on the Power of Dreams.  This is aligned with my own personal philosophy because I’ve always believed that at Honda, you can achieve whatever you want, and the company will help you get there. I believe this, because I’ve personally experienced it.

 

Counter to many of my peers in the industry, I don’t have a college degree. So, I began my career at Honda as a temporary administrative assistant. Over the years, I had the opportunity to learn and grow, but it didn’t come without feeling the need to work twice as hard at every turn. Along the way, Honda provided me with learning opportunities and challenging mentors.  Today, I manage Honda of America’s Community Relations team and serve as the Executive Director of the Honda of America Foundation. This wouldn’t have been possible without the thriving culture that is cultivated at Honda.

 

 

Your funding is spread among many areas in the region.  How do you determine who will receive funding?

 

We provide philanthropic support to 19 counties, which includes counties where our manufacturing operations are located, as well as, surrounding counties in West Central Ohio. Our funding priorities can be categorized into three pillars:

1.     Sustain – Environment, Food & Shelter

2.     Enhance – Care Centers, Mobility, Addiction/Substance Abuse

3.     Educate – STEM, Cultural Exchange, General

             

 

What is the process for nonprofits to be considered for grant support?

 

First, I would encourage new grant seekers to review our funding parameters, eligibility requirements and process for requesting a grant on our website. If there is an alignment between the organization and Honda’s funding priorities, it is helpful to meet with representatives from the organization in the April to August timeframe.

Grant requests must be submitted via our online application between September 1 and November 30. Organizations will be notified of the funding decision by March 31 the following year.

 

Do you fund capital campaigns?


While we provide some funding for capital campaigns, we primarily support programs or projects that meet the needs of our priorities.  


How do you place Honda associates on nonprofit boards?

Honda is pleased to have long-standing relationships with key organizations in the community. In some cases, these relationships and an organization’s alignment with our vision have led to board placement.   We strive to have an impact in the communities where our associates live.    One area where associates can get actively engage in supporting organizations of their choice is through HondaGO, a volunteer-based program where associates can give back and through their efforts, earn Dollars-for-Doer grants for that organization.

 

 

How can nonprofits find out more about Honda’s community involvement? 

Please visit our website https://ohio.honda.com/our-community or email questions to grants@ham.honda.com.