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Jacob Lambie

New Perspectives Word 2013 Tutorial 7: SAM Project 1a


Submission #2
Score is 94 out of 100

1. Turn on Track Changes and display All Markup for review. On page two, in the second 6/6
paragraph, remove the italics from the text Greater Portland Foundation.

Track Changes.

Change the font style of text using Track Changes.

2. Apply the Heading 1 style to the heading History and Background. 6/6

Change the formatting of text using Track Changes.

3. In the paragraph after the History and Background heading, move the last sentence 0/6
(which begins He wanted to combine) so that it becomes the second sentence in
the paragraph. Be sure that a space appears before and after the sentence.

Move text using Track Changes.


Track Changes should remain on when moving the sentence beginning ""He
wanted to combine..."".

4. Start at the beginning of page two and review each of Nicole Shepards changes. 6/6
Accept or reject the changes as follows: a. 1st paragraph: Accept each of the changes
individually. b. 2nd paragraph: Accept each of the changes in the first four sentences.
Reject the changes in the last sentence. c. 4th paragraph: Accept each of the changes
individually.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.

Reject a Tracked Change.

Reject a Tracked Change.

Accept a Tracked Change.

Accept a Tracked Change.


Accept a Tracked Change.

5. Read the first comment in the document and then delete it. 6/6

Delete a comment.

6. Read the next comment in the document, and then complete the following steps: a. 6/6
Turn off Track Changes. b. Use Microsoft Excel to open the
support_NP_W13_T7_P1a_financial.xlsx workbook, available for download from the SAM
website. c. In the Sheet1 worksheet, copy cells A1:F6. d. Return to the
NP_Word2013_T7_P1a_FirstLastName_2 document, and then move the insertion point to
where the comment instructed you to insert the financial summary. e. Use the Paste
Special feature to embed the worksheet selection in the Word document as a Microsoft
Excel Worksheet Object.

Insert an object from Excel.

7. Modify the embedded worksheet by changing the number in cell B3 to 1,200,000. 6/6

Update an inserted object from another program.

8. Read the next comment in the document, and then complete the following steps: a. 6/6
Use Microsoft Excel to open the support_NP_W13_T7_P1a_chart.xlsx workbook, available
for download from the SAM website. b. In the Sheet1 worksheet, copy the pie chart. c.
Return to the NP_Word2013_T7_P1a_FirstLastName_2 document, and then move the
insertion point to where the comment instructed you to insert the assets chart. d. Use the
Use Destination Theme & Link Data button on the Paste Options menu to link the chart to
the document.

Insert an object as a link.

9. Resize the linked chart so it is 3 high. 6/6

Change the height of an inserted object.

10. Read the last comment in the document, and then delete all of the comments. 6/6

Delete a comment.

Delete a comment.

Delete a comment.

11. Edit the hyperlink on page three so it links to the address: http://www.gpf.cengage.org/ 6/6

Edit a hyperlink.

12. Select the name George Bryson at the end of the document, and then insert a 6/6
bookmark named Director.

Insert a bookmark.

13. Delete the Phone bookmark. 7/7

Delete a bookmark.

14. On page one, convert the George Bryson, Director text to a hyperlink linked to the 7/7
Director bookmark.

Convert text to a hyperlink.

15. Apply a page color to the document using two colors to create a gradient fill. Select 7/7
Purple, Accent 5, Lighter 80% (9th column, 2nd row in the Theme Colors palette) for
Color 1. Select White, Background 1, Darker 5% (1st column, 2nd row in the Theme
Colors palette) for Color 2. Use the default Horizontal shading style.

Apply a gradient fill to the page color.

16. At the end of the document, insert a horizontal line before the Greater Portland 7/7
Foundation paragraph. (Hint: Use the Borders menu.) Apply the Purple, Accent 5 solid
color (9th column, 1st row in the Theme Colors palette) and a 1.5 pt. weight to the
horizontal line.

Insert a shape.
Greater Portland Foundation

Report to Board of Advisors


George Bryson, Director

This file created specifically for Jacob Lambie


Report to Board of Advisors 1

Executive Summary
The Greater Portland Foundation isaims to enhance
the lives of all residents of Portland and the
surrounding area by building a community
endowment, addressing common needs through
philanthropy, and providing leadership through grants
and partnerships.

As a community foundation, the Greater Portland


Foundation is supported by local donors. A board of
private citizens governs the foundation and works for the greater good of the Portland
community. Funding sources include bequests and living trusts, which are invested in
perpetuity. The earnings on investments are then distributed to worthy organizations or
causes. The Greater Portland Foundations assets are among the top five for community
foundations in the United States.

History and Background Formatted: Heading 1

The Greater Portland Foundation was established in 1920 by Phillip Stark. He wanted to
combine the charitable resources of Portlands leading families and create an endowment
for future generations. His visionary idea has grown into a solid organization that has Commented [GE1]:
Step 3: Track Changes should remain on when moving the
benefited millions of lives in the last 100 years. He wanted to combine the charitable sentence beginning ""He wanted to combine..."".
resources of Portlands leading families and create an endowment for future generations.

The Greater Portland Foundation is organized around three principles: philanthropy, sound
investments, and leadership. The foundation sponsors more than 1,000 funds established
by residents, families, organizations, and corporations. The funds offer innovative,
rewarding ways to donate to the Portland community. The foundation protects
philanthropic assets through a diversified investment strategy while meeting the particular
wishes of our donors. Finally, the foundation awards grants to projects, programs, and
organizations that benefit Portland in areas of economic growth, neighborhood
revitalization, artistic expression, and educational success.

Philanthropy Investing Leadership

This file created specifically for Jacob Lambie


Report to Board of Advisors 2

Financial Summary
The assets of the Greater Portland Foundation are combined into a few diversified
investment portfolios. Each portfolio is assigned a risk level consistent with the provisions
of the charitable funds. Overall, the foundation seeks investments that generate a
maximum long-term total return to preserve the principal of the funds. The following table
provides highlights of the Greater Portland Foundations finances over the past five years.

2012 2013 2014 2015 2016


Total assets $ 100,359,292 $ 109,533,703 $ 118,921,082 $ 212,983,721 $ 225,450,982
Operating expenses 1,200,000 1,145,430 1,208,578 1,279,119 1,425,788
% of total assets 1.20% 1.05% 1.02% 0.60% 0.63%
Contributions 7,155,600 8,345,800 9,575,270 9,200,570 9,800,950
Grants 5,340,900 6,267,800 7,500,120 10,103,970 9,675,800

The Greater Portland Foundation uses six types of assets: education, donor advised, donor
designated, planned giving, field of interest, and unrestricted. These assets are invested in
corresponding types of funds, as shown in the following chart.

Assets by Fund Type


5%
8%
28%
11%

6%

42%

Education Donor advised Unrestricted


Donor designated Planned giving Field of interest

The financial summary workbook and chart are available on our Web site at
http://www.gpf.cengage.org/

Greater Portland Foundation


George Bryson, Director
(503) 555-1701

This file created specifically for Jacob Lambie