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DECEMBER 2019
THE
Giving
SEASON
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LIFESTYLE LETTER
DECEMBER 2019 PUBLISHER
Hann Livingston | hann.livingston@lifestylepubs.com EDITORIAL COORDINATOR
Melinda Gipson | melinda.gipson@lifestylepubs.com AD DESIGNER
Matthew Endersbe
Givers HAVE YOU NOTICED THAT EVERY ISSUE OF LEESBURG LIFESTYLE MAGAZINE INCLUDES A "GIVING BACK" SECTION? What may have been too subtle—and the reason I'm calling attention to it in our "Giving" edition—is that our advertisers are themselves largely responsible for our selection of organizations and good works that we spotlight throughout the year. Each and every one of them
LAYOUT DESIGNER
Kelsey Proctor COPY EDITOR
Kate Baxendale CONTRIBUTING WRITERS
Jim Magner, Michael Callahan CONTRIBUTING PHOTOGRAPHERS
Celeste Linthicum, Stephanie Zimmermann
are part of what I've started to call the "League for Extraordinary Lifestyles": local business people who are as concerned with doing good as with doing well—and who lead by example! It would be impossible in this small space to call them all out, but looking back on the year, I am particularly struck by The Wine Kitchen's effort to convert the rooftop of the downtown parking garage for a gala fundraiser benefiting Mobile Hope of Loudoun. Matthew Bowe and Paul LaPointe of River's Edge Landscaping both have rolled up their sleeves to help Habitat for Humanity, Tree of Life Ministries and many other causes they're too humble to name. Ketterman's Jewelers more subtly donates 10% of its till on
CORPORATE TEAM
the first day of the month to local charities. The National Conference Center has opened
CHIEF EXECUTIVE OFFICER Steven Schowengerdt
its kitchen to feed families impacted by government furloughs, hosted countless fund-
CHIEF SALES OFFICER Matthew Perry
raisers in the Black Olive, and dazzled our tastebuds with their contributions to our
CHIEF FINANCIAL OFFICER DeLand Shore
charitable galas. Katrina Schlothauer and her team at USHEALTH Advisors delivered
ART DIRECTOR Sara Minor
brand-new, top-of-the-line backpacks to needy schoolchildren. The Bank of Clarke
OPERATIONS DIRECTOR Janeane Thompson
County gives generously to sponsor charitable events and, as you'll read in this issue, provides a way for its employees to do the same. All of them, regardless of the work they do in secret, support the efforts of Leesburg
EDITORIAL MANAGER Nicolette Martin AD MANAGER Chad Jensen REGIONAL SALES DIRECTOR Eric Williams WEB APPLICATIONS Michael O’Connell
Lifestyle magazine to show our readers—many of them among the most blessed in the world—fun and rewarding ways to get involved. In keeping with our company motto, Proverbs 3:5-6, we encourage you to show them your appreciation by patronizing them when your needs call for a product or service they provide. Sculpt, shop, eat, build, design, travel, seek advice and in every way possible share your good fortune with all those wonderful people who are themselves givers, 365 days a year. ARIZONA | CALIFORNIA | COLORADO | CONNECTICUT | FLORIDA | GEORGIA
Melinda Gipson, Editorial Coordinator
IDAHO | ILLINOIS | KANSAS | MARYLAND | MINNESOTA | MISSOURI | MONTANA NEVADA | NEW JERSEY | NORTH CAROLINA | OHIO | OKLAHOMA | OREGON SOUTH CAROLINA | TENNESSEE | TEXAS | VIRGINIA | WASHINGTON
514 W 26TH ST., KANSAS CITY, MO
LifestylePubs.com/Leesburg
Proverbs 3:5-6 Leesburg Lifestyle™ is published monthly by Lifestyle Publications LLC. It is distributed via
ON THE COVER “Diggin’ In,” Oil Painting by Nan Bowe 6
Leesburg Lifestyle | December 2019
the US Postal Service to some of the Leesburg areas’ most affluent neighborhoods. Articles and advertisements do not necessarily reflect Lifestyle Publications’ opinions. No portion of this magazine may be reproduced in any form without written consent. Lifestyle Publications does not assume responsibility for statements made by advertisers or editorial contributors. Information in Leesburg Lifestyle™ is gathered from sources considered to be reliable, but the accuracy of all information cannot be guaranteed.
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INSIDE THE ISSUE DECEMBER 2019
FEATURES 12 Cozy Wineries Three Lesser-Known Wineries Take the Chill Off
22 Local Gift Guide Keep it Local and Support your Community This Holiday Season
26 For Bahamas, Christmas Comes in a Big Blue Box Chantilly-Based Businesses Help an Eagle Scout Ship Food and Supplies as Part of Bahamian Relief Effort
30 $1 Million and Counting The Bank of Clarke County taps
12 30
12 Charities as Beneficiaries of Holiday Giving
26
22
DEPARTMENTS 6
Lifestyle Letter
10
Good Times
12
Travel Destination
18
Giving Back
30 Locally Owned 32 Financial Buzz 36 Water & Woods 38 Legal Compass
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GOOD TIMES 1.
2.
3.
High-Heeled Happy Hour Fetes Loudoun Cares, Mrs. Loudoun County
6.
High-Heeled Happy Hour honors a female business professional who, in turn, selects a charity to benefit from event proceeds. The Fall Fête Oct. 15 at Tarara Winery honored Mrs. Loudoun County Erin Lombardi and raised money for Loudoun Cares. Participants also donated non-perishable food items for Loudoun Hunger Relief as part of Jackson Harlow's annual food drive.
4.
5.
1. Blake Ferrante, MVB Bank; Sally Crosen, Maid Brigade; Misti Lorusso, Maid Brigade | 2. High-Heeled Contestants | 3. Valerie Pisierra, Exec. Dir. of Loudoun Cares | 4. High-Heeled Happy Hour shoe contest winners | 5. Jackson Harlow team | 6. Mrs. Loudoun County Erin Lombardi; Amy Denton, Divine Wine Tours
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Leesburg Lifestyle | December 2019
TRAVEL DESTINATION
C O Z Y
Twin Oaks Tavern Winery, Bluemont
ARTICLE JIM MAGNER WITH MELINDA GIPSON PHOTOGRAPHY MELINDA GIPSON
W
THREE LESSER-KNOWN WINERIES TAKE THE CHILL OFF
I N E R I E S
Scan this code with your phone to watch the Leesburg Lifestyle Video
LEESBURG LIFESTYLE’S VIRTUAL
and breakfast on the opposite side of
VINTAGE: JOIN US IN AN EXPERI-
the mountain that overlooks Loudoun
MENT IN EXPANDING OUR TALES
County. Originally a California girl, Donna
TO THE WEB WITH VIDEO. Lawyer
bought the winery in 1997 after a severe
and bon vivant Jim Magner takes us
fire and fully restored the tasting room
on a video tour of three nearby “Cozy
and main house. She planted vineyards
Wineries” with the launch of Leesburg
in 1999 and sold her first vintage in 2002.
Lifestyle’s Vimeo channel. Just scan
“Back then, it was just 35 gallons.
the code above to watch, or visit
Now we do upwards of 1,000 cases a
Vimeo.com/user104293659.
year,” Donna says.
TWIN OAKS TAVERN WINERY
part history, two parts “Dubliner pub-
What sets the vineyard apart is one 18035 Raven Rocks Road, Bluemont
lic house atmosphere,” down to an
After a brisk morning hiking the
antique piano adjacent to the tasting
Appalachian Trail last winter, my wife,
bar. The main attraction, of course, is
Audrey, needed to warm up, and—just
its truly luscious wines, particularly the
as travelers from the turn of the cen-
chardonnay, which has a lot of apple
tury might have—stumbled upon Twin
and pear flavors and a nice crisp oak
Oaks Tavern Winery in Bluemont. It
finish. It has won gold medals in inter-
was such a cozy place, it inspired me to
nationally renowned California com-
write about three of my favorite winer-
petitions. Other varieties: a luscious
ies to visit once the weather turns cold.
“Make Me Blush” blend of chardonnay
Naturally, we beat a path back to Twin
and merlot with fruity notes of fresh-
Oaks to start the journey.
cut
strawberries
and
“When the trains started coming
grapefruit; vidal blanc; White Nights,
to Bluemont in 1900, what was then
a chardonnay-reisling blend; cabernet
Twin Oaks Tavern became a kind of
sauvignon; merlot; and the Bordeaux
a tourist destination up on the moun-
blend Raven Rocks Red, including cab-
tain because it was hot in the city and
ernet franc, cabernet sauvignon, merlot
about 8 degrees cooler up here,” says
and petit verdot.
owner Donna Evers.
12
watermelon,
“I think people also enjoy the view
People would hike up to Bear’s Den
from the back deck,” Donna says. “It’s
and then over to Twin Oaks Tavern,
an experience you can take home with
built in 1893, which served as a bed
you that refreshes you all year round.”
Leesburg Lifestyle | December 2019
Flexible
ASPEN DALE WINERY AT THE BARN 11083 John Marshall Highway, Delaplane Back in the late 1770s, what is now Aspen Dale Winery at the Barn in Delaplane was primarily a cattle farm. The first 20th-century
Health Coverage
family refurbished the house and out buildings in 1906. It was vacant through the 1990s, purchased in 1999 and planted in vines in 2005. The barn was converted to the cozy tasting room as it now appears, which opened to the public in May 2009. Larry and Kelly Carr bought the place in August 2012, leaving behind their “white-collar” lives. Larry says he thinks what makes his
Individuals | Self-Employed Business Owners | Families
winery unique is “the historical nature of the property. Audrey and I just like the fire—and the loft, a converted hayloft overlooking the downstairs tasting bars. It’s just the coziest place on a cold day, and you can’t beat the winery’s Smokehouse Red for warmth; it’s a rich and robust mouthful made from petit verdot.” The barn itself dates to 1812, and the pastures on the 50-acre farm are home to miniature horses and Nubian goats. Each of the winery’s six wines is paired with small nibbles of food that, in Larry’s words, “represent where we thought the wine might fit in your dining.” In that vein, Larry is hesitant to pick his favorite white wine but says his viognier is their “go-to” white wine. With just 1% residual sugar, it’s great for larger groups or gatherings when you might not know the tastes of your guests.
Learn More Katrina Schlothauer (240) 475-6957 Katrina.Schlothauer@ushadvisors.com www.ushagent.com/Katrina.Schlothauer
“It’s kind of in the middle of the palate, just sweet enough for sweet wine drinkers and not so sweet that the dry wine drinkers find it too much for them.” The Smokehouse Red is in its third bottling and has won a silver medal in the Virginia Governor’s Cup the last two years. “It’s our steak and burgers wine,” Larry says.
CONTINUED >
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December 2019 | Leesburg Lifestyle
13
TRAVEL DESTINATION
(CON TI N U ED)
“OTIUM MEANS ‘ TRANQUILIT Y ’ IN LATIN, AND IT ’S A GREAT DESCRIPTION OF THE PLACE WITH WIDE ROLLING MEADOWS”
OTIUM CELLARS 18050 Tranquility Road, Purcellville What I like about Otium Cellars in Purcelleville is that it’s not just a great, cozy winery, but it has some unique wines other local wineries don’t. “We do pride ourselves on our varietals,” says General Manager Chris Monroe. “Our owner, Gerhard Bauer, is from Bavaria, and we have some wines that are native to that area—our Blaufrankisch, Dornfelder and Gruner Veltliner.” Gerhard picked the wine grapes he liked from home and discovered that they would grow well in Virginia. When he bought the property, he wanted to use half as a horse farm for breeding and training and half to grow grapes. When he tried to sell the fruit to other winemakers, they passed, not being familiar with the varieties. Left with little other choice than to produce his own wine, he put his son in charge, and the property opened to tasting and sales in 2012. “He thought he had a two-year surplus of wine, and we ran out in 8 to 10 months,” Chris says. “So they had to go back to the drawing board and grow on a much different scale for production, and it has been steady ever since. There’s a steady crowd, and it’s amazing how many people want to speak German when they find out where Gerhardt is from. Otium means “tranquility” in Latin, and it’s a great description of the place with wide rolling meadows, outdoor fire pits, a rustic Bavarian Room that can seat 50 to 75 people, depending on how it’s configured and even a four-sided fireplace in the separate pavilion. In the summer months, they open the doors to that building, providing a nice breeze through the vineyards and shade from the hot sun. Asked to recommend just one glass of white or red wine, Chris says he’d go with the Gruner Veltliner, Otium’s bestselling white. “And for red, definitely the Blaufrankisch reserve. On the cold winter nights just sitting with a glass by the fire, it’s just amazing.” On the weekends, there’s live music, food vendors and many locals who stop by just to enjoy the fireplaces or some of Chris’ chili. “February is actually our busiest month,” he says. People are always stopping in to speak German with Gerhard, and he’s happy to oblige.
14
Leesburg Lifestyle | December 2019
Otium Cellars Back Patio
December 2019 | Leesburg Lifestyle
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GIVING BACK
ARTICLE MELINDA GIPSON | PHOTOGRAPHY CELESTE LINTHICUM
Todd R. Laverty, an employer with Janellia. "ECHO employees care about their jobs and enjoy coming to work every day. Who doesn’t love that?"
giving the ‘dignity of a paycheck’ WORKING WITH ECHO TO EMPLOY THE DISABLED
18
Leesburg Lifestyle | December 2019
Y
Becky is in ECHO's day support program. "I’ll be spending the holidays with my sister. I’m grateful for my family and some friends to get together with."
Brian works at Janellia. "My mom does most of the cooking for the holidays. I’m thankful for another year at ECHO and another year living."
Scott works at River-Sea Chocolates. “My favorite part is spending time with family. I’m thankful for all the opportunity to work at different job sites."
OU’VE UNDOUBTEDLY SPOTTED ECHO’S VANS
to weather delays or closings. This is quite the opposite
GOING TO AND FROM WORK IN LOUDOUN
reaction I get from my other employees.”
COUNTY. Many of the nonprofit’s 40 buses and vans
He adds that his other staff also benefit.
now sport advertising, just like their counterparts in
“They have more time to spend helping scientists like
public transportation. These vans are just the most
Janelia make new discoveries.” Plus, he adds, “The ECHO
visible means of support ECHO offers disabled workers
employees put a smile on my face and enlighten many oth-
and their families, providing disabled workers a ride to
ers on campus. My day-to-day challenges are put into per-
and from their own daily jobs. Last year, the fleet drove
spective when I see ECHO employees contributing to the
more than 356,000 miles!
work being done. Many of my colleagues tell me the same,
But the charity provides much more than a ride.
whether they have a brother or sister with special needs, or
“We provide skill building, job placement and day
they just appreciate that [we are] involved in giving back to
support as well as transportation. Our services empower
the community in a way they can see on a daily basis.”
[more than 200] individuals to be active members of the
Besides Janelia, workers contribute to the corporate
community,” says Erica Lengermann, ECHO’s director of
culture at Stryker Spine (formerly K2M), Inova Lansdowne
marketing and communications.
and Leesburg and Loudoun County Public Schools.
Its stated mission is “to empower individuals with dis-
The group says its business partners benefit from
abilities to achieve their optimal level of personal, social
being more competitive and having low turnover, as well
and economic success.”
as becoming known in the community as having a strong
“ECHO believes in the dignity of earning a paycheck.
ethic for corporate citizenship. ECHO handles all the
We strive to find meaningful employment opportunities
human resources and hiring red tape as well as training
suitable for each individual’s capabilities, interests and
and quality control. A job coach steps in to help workers
desires,” Erika says.
find the best job fit, fill out applications, prepare for inter-
One such employer is the Janelia Campus of the Howard Hughes Medical Center.
views, engage in job training and even shadows workers providing support as needed. The business does the actual
“The ECHO and Janelia relationship is a win-win for
hiring. Examples of jobs the workers have filled include
everyone involved,” says Todd R. Laverty, manager of
dishwashing and restaurant services, packaging and kit-
Drosophila and Media Prep Shared Resources with
ting, sorting and tagging, and grounds maintenance.
Janelia, who manages one of three ECHO teams who work there. “ECHO employees care about their jobs and enjoy
Such jobs always are in high demand. If you think you have a job
coming to work every day. Who doesn’t love that? They
for a local ECHO worker, contact Lana Heaslip, director of Busi-
are genuinely disappointed when they cannot work due
ness Development, at 571.707.8245 or LanaH@ECHOWorks.org.
December 2019 | Leesburg Lifestyle
19
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Leesburg Lifestyle | December 2019
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ARTICLE HANN LIVINGSTON WITH MELINDA GIPSON PHOTOGRAPHY CELESTE LINTHICUM
L O C A L G I F T G U I D E
DOING YOUR HOLIDAY SHOPPING LOCALLY DOES MORE THAN HELP YOU GET TO KNOW SOME OF THE GREAT PEOPLE IN OUR COMMUNITY; BUYING FROM THIS PARTICULAR GIFT GUIDE SUPPORTS ALL THOSE “GIVING BACK” STORIES YOU ENJOY IN LEESBURG LIFESTYLE MAGAZINE ALL YEAR ROUND! Not coincidentally, they also happen to be some of our favorite merchandise because, well, obviously, those are the first people we asked to come alongside us in this venture! So, here, with a lot of love for you and yours this holiday season, are some of OUR favorite gift giving ideas:
22
Leesburg Lifestyle | December 2019
Musical, Wooden Advent Calendar, Ketterman's Jewelers, 36 Catoctin Circle SE, Leesburg
G I F T S
F O R
Fun
1.
Foodies
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1.
3. 2.
1. Fine Foods & Favorite Restaurants of Northern Virginia by Sandrine Brubaker with Jennifer Chatman. The book features stunning photos and favorite recipes from our best local chefs. Think The National Conference Center’s lobster risotto and The Wine Kitchen’s torta palla and you’ll get the idea. $19.95, available at The Wine Kitchen at 7 S. King St. in Leesburg. Proceeds benefit Tree of Life Ministries.
4.
5.
2. A local, custom-made table adds to any dining room. Pick your wood and style. Shenandoah Kitchen & Home, 201 N. Maple Ave., #E, Purcellville 3. The Shaker Set from Crafthouse by Fortessa is designed by world champion bartender Charles Joy. Sterling Restaurant Supply, 20412 Bashan Drive, Ashburn 4. Schott Zwiesel glassware sets add a contemporary accent and are available in a variety of sizes. Sterling Restaurant Supply 5. A 16-piece dinnerware set for when you’re “adding a place.” EverGourmet Essentials by Fortessa, Sterling Restaurant Supply
1.
Kids 1. Specialized’s Fatboy 20 is THE bicycle for smooth riding kids. Bicycles and Coffee, 609 E. Main St., Unit O, Purcellville
CONTINUED >
December 2019 | Leesburg Lifestyle
23
LOCAL GIFT GUIDE
(CON TI N U ED)
G I F T S
F O R
1. Great Skin Kits from Patchology make excellent stocking stuffers. $20 each, The Loudoun Center for Plastic Surgery, 45155 Research Place #125, Ashburn
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2. The Biopelle Post Procedure Kit is all about skin repair. $220, The Loudoun Center for Plastic Surgery 3. For healthy holiday skin, use the Loudoun Center for Plastic Surgery’s Get Glowing Kit. $260
3.
4. Unique eyewear from Initium lets you wear the styles Tony Stark wore. Eyetopia, 223 Loudoun St. SE #3115, Leesburg
1.
5. The Vado e-bike from Specialized is great for commuting or cruising. Bicycles and Coffee, 609 E. Main St., Unit O, Purcellville 6. Keep your accessories and glasses organized in handmade luxury by OYOBox. $165-$300, Eyetopia
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7. DO UBUNTU Bracelet – $20 donation provides a living wage to a woman in Africa and food, clothing and shelter to an orphaned child. Eyetopia
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8. Super Soft Organic tops from Dino Apparel are simple and perfect. $90$100, The Dailey Method, 44675 Cape Court #180, Ashburn
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8.
Pets
7.
2. 1. The Arctic Shag Bed from Jax & Bones is the ultimate in warmth and comfort. $179-$289, Happy Hound, 19352 Promenade Drive, Leesburg
1.
4.
2. Dog toys from Fluff and Tuff are durable and soft. $9-$28, Happy Hound 3. Foggy Mountain Dog Coat keeps your dog warm and stylish. $29-$100, Happy Hound 4. Grandma Lucy’s Gingerbread Treats – organic, crispy and full of holiday cheer. $7.99, Happy Hound
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Leesburg Lifestyle | December 2019
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25
ARTICLE MELINDA GIPSON PHOTOGRAPHY STEPHANIE ZIMMERMANN
FOR BAHAMAS, CHRISTMAS COMES IN A BIG BLUE BOX CHANTILLY-BASED BUSINESSES HELP AN EAGLE SCOUT SHIP FOOD AND SUPPLIES AS PART OF BAHAMIAN RELIEF EFFORT WHEN HURRICANE DORIAN FAILED TO HIT PUERTO RICO, RAFAEL BABILONIA, CEO OF NONPROFIT UNITED-DMV (AKA UNIDOS POR PUERTO RICO-DMV)—WHICH HAD ALREADY SENT 72 SHIPMENTS WITH MORE THAN A MILLION POUNDS OF FOOD, MEDICAL AND JANITORIAL SUPPLIES TO THE ISLAND OVER THE LAST TWO YEARS—INITIALLY BREATHED A SIGH OF RELIEF. Then, when the extent of the disaster in the Bahamas became clear, the organization pivoted its whole operation to help. Aided by donated recycled plastic boxes from LEND a BOX in Chantilly and My Guys Moving in Sterling, a 13-year-old prospective Eagle Scout from Falls Church also pitched in to make a difference. Between Oct. 10 and 23, Talan Flynn of Troop 681 in Falls Church drove the collection of donations to Kenmore Middle School in Arlington. He created and distributed hundreds of flyers, asking for non-perishable food, first aid, pet supplies, baby products, household cleaning supplies, hygiene products, tools, hardware and shelter—things like generators, basic tools, nails screws, duct tape, caulking, shovels, extension cords, tents, tarps, batteries, can openers—all to replace what you might think of as everything in your garage that you’d need to survive with no power. Staging area for the pallets.
Supplies find room in container ships on numbered pallets. Pallets must contain individually sorted and weighed supplies that are then wrapped with plastic. LEND a BOX’s lightweight crates have already been reused several times in this process, helping to streamline the operation and organize supplies without adding materially to their weight. For those not familiar with the company’s value proposition, it supplies plastic boxes and moving logistics to anyone undergoing a
26
Leesburg Lifestyle | December 2019
Did you know? Clothes are NOT something relief agencies are seeking! There’s a full list of requested items here: Bahamas.com/Relief.
move in and around the DMV. Instead of having to buy the boxes, pack them, then throw them away, families or businesses just call to have recyclable plastic boxes delivered, fill them, then the company takes them to their final destination. In this case, that destination was a shipping port in Miami, with the intended destination of the Bahamas National Emergency Management Agency. “Stephanie Zimmermann [co-founder and owner of LEND a BOX] has helped me so much, and I could not be at this point in my project without the help she has provided,” Talan says. “The company provided 130 crates and 30 dollies to pack and move the supplies in. I’m also getting help from My Guys Moving. They are transporting the supplies from my
LEND a Box donated crates help protect loose medical supplies.
school to United-DMV’s sorting center.” Unity-DMV shirts left over from the first relief effort credit a host of other local area businesses. Rafael wedges the last pallet into the back of the truck Oct. 19.
But for all concerned, Rafael is the acknowledged “heart” of the operation. With the help of a couple dozen volunteers, one full-container-sized truck was loaded Oct. 19 from United-DMV’s donated warehouse space, with Sydney Collie, ambassador of the Bahamas, looking on. (He even autographed a pallet on its way to the island nation!) You can reach United-DMV through the group’s Facebook page,
Sidney Collie, Ambassador of the Bahamas to the U.S. autographs a pallet
Facebook.com/UnidosDMV. December 2019 | Leesburg Lifestyle
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LOCALLY OWNED THE BANK OF CLARKE COUNTY NAMES A DOZEN BENEFICIARIES FOR HOLIDAY GIVING
$1 MILLION AND COUNTING GIVING SEEMS TO BE AN IMPULSE WE GLEAN FROM OUR PARENTS—OR GRANDPARENTS, IN THE CASE OF JOHN MACINTOSH, WHO APPROACHED THE BANK OF CLARKE COUNTY A QUARTER CENTURY AGO ABOUT ESTABLISHING A CHARITY GOLF TOURNAMENT IN THE NAME OF HIS GRANDFATHER, AMMASHADDI MOORE JR., the bank’s first president in 1881. “That’s a great idea,” said John Hudson, now Executive Vice President and Chief Marketing Officer of the bank, headquartered in Berryville. “We’ll call it the Moore Cup!” Since then, the tournament has raised more than $100,000 for local charities, the most recent recipients of which took home checks last August. In the bank’s Berryville lobby to receive their donations were Cabell Angle of the New Eve Maternity Home for women and children at risk of homelessness and Chris White of Lord Fairfax House, a residential halfway house for men and women recovering from substance abuse that helps recovering individuals with employment and other skills. Both facilities are in Winchester. The third recipient was Dr. David A. Goodwin, a neonatologist and medical director of Inova’s expanding neonatal intensive care unit (NICU) at Inova Loudoun Hospital, for which funds are being raised by Inova Loudoun’s Hospital Foundation through the Loudoun Rising campaign. The expanded NICU, opening next April, will be nearly triple in size and include 24 beds, private rooms with overnight accommodations for parents and two “pods” with four incubators each for babies who need constant observation. The bank’s giving programs have expanded with its
The Moore Cup
branches in Loudoun County, one each in Purcellville, Leesburg and Ashburn at One Loudoun. This year, John tapped the bank managers in all 12 local branches with choosing the charities that will receive donations from
ARTICLE AND PHOTOGRAPHY
fundraising lobby displays encouraging all its customers
MELINDA GIPSON
30
Leesburg Lifestyle | December 2019
to donate what they can. In Loudoun, the
Fire and Rescue, Longbranch, The George
charities they tapped are:
C. Marshall House, Loudoun Symphony
+ Loudoun Literacy Council, which promotes
reading
and
learning.
LoudounLiteracy.org
John Hudson in his Berryville bank office.
Re-writing 'The Twelve Days of Christmas' with Twelve Charities
Orchestra,
Loudoun
First
Responders,
the Purcellville Cannons and Tree of Life Ministries and Mobile Hope.
+ Loudoun Hunger Relief, which provides
“The number of requests we get are phe-
fresh groceries for families in need and
nomenal and non-ending, because there
networking for other goods and services.
are a lot of organizations that operate in
LoudounHunger.org
these markets, and we have a formalized
+ Carver Community Center, providing
process so none of these requests fall
programs for all ages, but especially adults
through the cracks,” John says. “Our record
55 and older to stay active and engaged.
is in having 14 requests for sponsorship in
Loudoun.gov/1143/Carver-Center
one day,” he adds. “Every two weeks my
It’s not the first year Bank of Clarke
digital strategist and I sit down and we
County’s lobbies have sported donation
go through them. Our ratio of approved to
boxes. Last year, one bank also overflowed
denied is probably four to one.”
with dog and cat food requested by a local
All are “quality organizations that deserve
animal shelter in addition to financial sup-
our support.” The only other criteria John
port. It is the first year that each of the bank’s
prefers with the lobby promotions are that
192 employees will have the chance to des-
the charities “partner with us to get the word
ignate their own favorite charity to receive
out that we’re collecting for them; that just
a $25 donation in their names. (And, yes,
increases the success we have.” Boy Scout
that’s nearly another $5,000 into commu-
Eagle projects benefiting the community find
nity causes.) Since 1992, the first year John
a particularly receptive ear.
began keeping a running tally of the bank’s
“It’s not forced or done begrudgingly, and
donations, monetary contributions alone
I think that’s the key. You know we do very
have totaled more than $1.1 million.
well. The bank is very successful. Could we
As the bank grew, it adopted a philosophy
be more successful if we didn’t do this? Yeah,
that “a bank is only as good as its commu-
on paper. But we wouldn’t be as successful
nities,” John says. “If a community is strug-
as a community.”
gling, there’s less business for a bank. That’s
Where did John learn to give? You could
a win-win for everybody. The stronger the
say it started with his mom, who worked at
community, the stronger the bank.”
Bank of Clarke County for 38 years before
Nonprofits will approach a community
retiring in 1996. She began the very popular
bank before a large national institution for
habit of giving dog biscuits to customers who
donations because they can more read-
brought their dogs to the bank window. “She
ily reach decision makers. “I think that’s
said, we have people who treat their dogs
extremely valuable for local charities to be
like their kids, so she asked management
able to do that. As we grew, we became a
if she could start giving out dog biscuits
huge community supporter in the Winchester,
and they said, ‘Well, sure, we can try that; it
Frederick County market, and in 2010, when
probably won’t catch on.’ Now you wouldn’t
we moved into the Loudoun County market,
believe the dog biscuits we go through!”
we immediately started seeking out the organizations that we would like to support.” The list of such organizations is closing in on 150—all listed on the bank’s website. This year’s budget for giving is around $160,000, and Loudoun beneficiaries have included The Loudoun Chamber of Commerce, Loudoun Boy Scouts, Ashburn Volunteer December 2019 | Leesburg Lifestyle
31
FINANCIAL BUZZ
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Leesburg Lifestyle | December 2019
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Leesburg Lifestyle | December 2019
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LEGAL COMPASS THREE STRATEGIES TO RAMP UP YOUR TAX PLANNING FOR THE NEXT DECADE ARTICLE MICHAEL CALLAHAN , MICHAEL CALLAHAN AND ASSOCIATES, 703.574.1066
RESOLVE TO BE MORE PROSPEROUS IN 2020
TAX STR ATEGIES
Shift Income/Expenses, Gains/Losses
Seek a Second Opinion
Leverage Family Input
If 2019 is a great income year, see if you
Because the statute of limitations on
Unlike point one, which shifts tax
can shift other income (gains from stock
amending returns is three years, we rec-
between years, one of the best and
sales, business income, etc.) to 2020
ommend having an outside CPA review
most overlooked tax strategies is moving
and/or accelerate expenses or stock
your tax return every three years to iden-
income to family members. Business
losses into 2019 to take advantage of
tify what might be missing. Some CPAs
owners
them faster. A dollar today is worth more
have tunnel vision and only have a few
children (documenting what they are
than next year. If you aren’t maxing out
tax planning tricks up their sleeves. (This
doing and when), potentially giving tax-
your 401(k), consider putting more into
doesn’t mean they are not good at what
free savings of thousands per year per
it before Jan. 1; you could save 20–40%
they do). Meet with another CPA, pay
child. Do you have retired parents with
of that amount in taxes. Already maxing
them for their ideas and then have your
limited income? Consider making them
out? If your spouse isn’t working, get him
CPA amend returns if necessary.
part owners of your business or rental
should
be
employing
their
or her a part-time job, or pay them as a
property to move that income to their
contractor for your business. They can
lower tax bracket. They can always gift
contribute up to the amount they make
cash back to you to make you whole.
into an IRA (up to $6,000 for 2019). Also, consider lumping charitable giving into one year to maximize deductions.
38
Leesburg Lifestyle | December 2019