1. NOTES & OUTCOMES
LEAVE A LEGACY™
Working Group Session
March 26, 2012 - 3 p.m. – 4:30 p.m.
Tompkins Funeral Home, Davis Drive, Kingston, ON
Partners to Date
First working group meeting was held on March 28, 2011, program became active September
2011 and we are up to 27 Partners with 2 potential in the works. Our goal for this year is 35 with
a stretch goal of 100 Partners by the end of 2012-2013.
TO DO: Continue to spread the word, encourage partnerships – all partners
Insert Planning – Fifty-five Plus Magazine for May 2012
Coordinated by Colleen Fitzpatrick Killorn; sales rep is Rachel Henry from 55+ will dictate size
of supplement based on 40/60 split editorial to ads; Call for Editorial due April 13, 2012.
The insert will be included in the middle section of the magazine.
Inquired about cost for ‘overrun’ so partners can distribute; asked for 500 – no cost.
Distribution is 15,000.
TO DO: Ask how many Coyle Publishing willing to provide at no cost and offer to partners for
distribution. – Colleen
Partners to seriously consider taking out an ad to increase the editorial portion of the insert. – all
partners
Meeting with EMC rep Kate Lawrence (Kingston/Frontenac) – considering partnership with
possible sponsorship status. Willingness to promote LEAVE A LEGACY™ month for program
and pass along any information to colleague in Quinte area. Very encouraging in terms of
willingness to assist promotion of LEAVE A LEGACY™ program. Distribution to 157K copies.
Agreement that EMC has come a long way and is being read much more than in the past.
Let working group know that Performance Printing (owner of EMC that was recently sold to
Metroland/Torstar) also has creative arm and has an interest in promoting design/printing
services and would request consideration for RFP to meet such needs among clients/others.
Story deadline for EMC article April 26, 2012.
TO DO: Colleen and Kate to have telephone meeting to discuss options around
promotion/sponsorship – Kate to contact Colleen (done March 28th)

2. Provide editorial content and other information to EMC by deadline – Liz/Colleen
Event for May – Panel Discussion – Belleville May 29th , Kingston, May 30th
Loyalist College May 29th, St. Lawrence College May 30th
Moderator – Bill Petruck, President Funding Matters
Panel Members – to be decided – preference to partners
Coordinators for each location – Tim Brown, Deborah Paus, Lois Hodgins for Belleville, Liz
Dobbs Jones, Korin Flindall for Kingston
Proposed agenda (based on template used at T.O. event:
9:30 arrival, welcome
Survey of guests to determine their values/inclination for a legacy gift (for their own use)
Panel discussion with Q&A
Follow up survey of guests
Roundtable discussion with panel members and LEAVE A LEGACY™ partners over light lunch
Invitation for follow up meetings with professional advisor/charity of choice.
Partners may invite guests, whether donors, prospects, board members, other charities who might
consider partnering.
TO DO: Finalize panel members - coordinators
Determine maximum capacity for budgetary purposes – Liz Dobbs Jones with Ron Kelly, Frank
Lockington
Prepare invitation – TBD
Declarations to Municipal Councils
Belleville, Kingston for 2012 or all in region?
Agreed to send out template for Partners to submit to various local municipal councils.
In the interests of time, Lois Hodgins has sent to Belleville City Council, Liz Dobbs Jones has
sent to Kingston City Council.
TO DO: Provide template (attached) to Partners and members of Working Group. If anyone
decides to send to local municipal council, please advise Liz Dobbs Jones ASAP to avoid
duplication of effort.
Social Media
Facebook provides access to Slideshare account which is where documents will be stored for
Partner use including ads, editorial content about LEAVE A LEGACY™ , PowerPoint, PSAs
etc.
E-Blast for March to include content on social media and invitation to Partner with LEAVE A
LEGACY™ SEO.
TO DO: Check Facebook/Slideshare for accessibility – Korin – will advise if working
Linked In page being worked on – Chris Winter
Chris to advise how best to use social media to promote any LEAVE A LEGACY™ activity by
partners across the region.
Guest Kate Lawrence from EMC could not join us for this group gathering.

3. Plan for Coming Year 2012 – 2013
May 2012 – Supplement
Education event Belleville, Kingston May 29, 30th
May 3rd – Partner Derek Cooper hosting information lunch on legacy giving with Liz Dobbs
Jones to provide overview on LEAVE A LEGACY™ program.
May 14th – Kathryn Wright hosting seminar with lawyer Mary Alice Thompson on the upcoming
changes in executor responsibilities for estates
November 2012 Partnership with AFP National Philanthropy Day Education session on
Gift Planning
January – March Membership Drive
TO DO: Partners are encouraged to consider what they might do to promote LEAVE A
LEGACY™ program during month of May and advise us.
Other:
Need for a media firm – any suggestions
PSAs – Radio, TV – volunteers to help coordinate?
Current PSA for radio/TV focus on health, sports, education and may be considered a little too
narrow focus for our market. Preference is for something more generic.
Interest in techniques to open discussion about legacy giving – start collection of ideas.
TO DO: Develop local PSA with neutral content to messaging – Liz to discuss with Colleen
Interest of working group to gather once more before LEAVE A LEGACY™ month:
Monday, April 30th 2012 3 p.m. Tompkins Funeral Home, Davis Drive, Kingston

4. LEAVE A LEGACY™
Southeastern Ontario
Update of Activity – March 26, 2012
General Overview of Activity to date (since working group meeting late March 2011)
• Proceeded with contract work through Bestway Marketing Solutions (Colleen Killorn)
who has been working with LEAVE A LEGACY™ programs for over seven years in
Nova Scotia and the last two in Vancouver. She has recently assumed virtual coordinator
role for South Saskatchewan and this summer with Southeastern Ontario.
• Developed Partnership Benefits Package including recognition levels, associated costs
and benefits.
• Created database of prospects which continues to be worked on.
• Completed first email invitation August 2011. Plans for second mailing November 2011.
• Local LEAVE A LEGACY™ website live October 28th, registered as
www.leavealegacyseo.ca ; domain .com also registered and will dovetail.
• Sponsorship of Education Session with speaker Paul Nazareth at AFP National
Philanthropy Day November 15th. LEAVE A LEGACY™ will have air time to promote
program and receive recognition and profile on all material for event.
• Evening session for professional advisors hosted in Kingston by Scotia Private Client
Group LEAVE A LEGACY™ overview provided - November 2011.
• Grant application completed and approved for $4K Fall 2011 to promote program.
• Identified LEAVE A LEGACY™ Champion in Belleville/Kingston markets with plan to
roll out as program grows. Belleville – Lois Hodgins, Tim Brown, Hazel Lloyst;
Kingston – Korin Flindall, Chris Winter, Liz Dobbs Jones
• Social Media sites set up January 2012 including Linked In, Facebook, Twitter,
YouTube, 411.ca, Chamber.ca profile,
• Slideshare account will have centralized, updated resources available to partners
including PowerPoint presentations, ads, resource material etc.
• PowerPoint presentation created for general overview of LEAVE A LEGACY™ SEO
program.

5. Partners to Date:
New as of March 28th – Mike Kramer Investors Group at Gold level
ORGANIZATION CONTACT LEVEL
Albert College Timothy Brown Bronze
Alzheimer Society of Belleville-Hastings-Quinte Laura Hare Silver
Alzheimer Society of Kingston Vickie Poffley Bronze
BMO Harris Private Banking Helme Good Silver
BMO Nesbitt Burns Anne Desgagnes Bronze
Canadian Red Cross Lois Hodgins Bronze
Cataraqui Region Conservation Authority Michael Bell Bronze
Community Foundation for Kingston & Area Vikram Varma Gold
FaithLife Financial Dawn Harris Bronze
Glenwood Cemetery Company Sandra Latchford Silver
Gordon's Estate Services Nicky Soulis Gold
Hospice Kingston Natasha Girard Bronze
Kingston Home Base Housing Dawn Sadler Bronze
Kathryn Wright at Kingston Financial Centre Kathryn Wright Bronze
Pathways Foundation Deborah Paus Silver
Queen’s University Linda Pearson Gold
Scotia Private Client Group Korin Flindall Bronze
ScotiaMcLeod - Derek Cooper Derek Cooper Bronze
Secura Financial - Kingston office TBA TBA
Seniors Association Kingston Region Diane Luck Gold
St. Lawrence College Frank Lockington Gold
Southern Frontenac Community Services
Corporation Kathryn O'Hara Bronze
The Anglican Diocese of Ontario The Rev. Canon David Smith Silver
The Prince Edward County Community Care for
Seniors Foundation Debbie MacDonald Moynes Silver
University Hospitals Kingston Foundation Liz Dobbs Jones Gold
Wilkinson & Company LLP Jennifer Fisher Gold
Winter Financial (with Investors Group) Chris Winter Bronze
As at March 8, 2012 Total 27 Partners

6. Upcoming Activity/Plans
• First Supplement planned for May 2012 as centre section of Fifty-Five Plus magazine,
being coordinated by Colleen Fitzpatrick Killorn of Bestway Marketing.
• Approach local councils in each municipality in region in March/April 2012 to proclaim
May as LEAVE A LEGACY™ month.
• Event planned for May 29th in Belleville at Loyalist College and May 30th at St. Lawrence
College in Kingston – “Building Your Legacy” Panel Discussion.
Investigate cost/opportunity to have banners made for LEAVE A LEGACY™ month.

7. Partnership Promotion
Suggested Activities (in consultation/coordination with Bestway Marketing)
• Encourage all members of working group to sign up for Partnership
• Invite all partners and members of working group to commit to contact 5 centres of
influence or not for profits to encourage partnership
• Develop information package/scripting for partners and others to promote LEAVE A
LEGACY™ partnerships
• Approach Upper Canada Law Society to send out notification to all members.
Media Outreach
Suggested Activities (in consultation/coordination with Bestway Marketing)
• Develop list of Radio stations in region and contact information
• Identify individual willing to approach with PSA (opportunity for corp.media
partnership)
• Develop list of Television stations in region and contact information
• Identify individual willing to approach with PSA
• Develop list of Print media in region and contact information
• Identify individual willing to approach with filler ads
• Explore other advertising options i.e. Billboards, cost, locations etc.
• All partners to promote LEAVE A LEGACY™ on their own websites with link to lalseo
website
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