Slides from an event by Centre Wellington Community Foundation for local Professional Advisors to assist their clients. The event was held on 4 June, 2014 at Elora Centre for the Arts.

1. Helping Others Give
CWCF Advisor Seminar
4 June 2014
www.cwcfoundation.ca

2. Today’s Objectives
› To help your clients access philanthropic
giving
› To increase your client’s understanding of our
Community Foundation and the services we
can provide
› To strengthen our relationships with advisors
serving our community
www.cwcfoundation.ca

3. Today’s Agenda
› Introductions John Morris
› Philanthropy Background: Randall Howard
– Role of Community Foundations
– What is CWCF
› Donor Scenarios Jean Prichard
› Open discussion All
› Wine and networking
www.cwcfoundation.ca

4. Growth in Personal Wealth
Sources: Investor Economics, StatsCan
Affluent households
1995 2012
910
billion
9.4
trillion
Net worth of $500K+, not including primary residence

5. Growth in personal wealth (High Net Worth)
$1.7 trillion to $3.4 trillion
Transfer of wealth:

6. Growth in giving
i n v e s t i n g i n c o m m u n i t y

7. WHAT
is a community foundation?

8. people connected by geography…
and to each other
communitycommunity

9. foundationfoundation
a platform for growth

10. a platform for building community
foundationfoundationcommunitycommunity

11. We are a tax-exempt public charity created by and for
the people of Centre Wellington.
Our mission is to
strengthen our community by helping donors achieve their giving goals and by
helping non-profits find resources to support their important work.

12. Endowment building &
Personalized service

13. Endowment building &
Personalized service
feature
one
› Identify charitable giving options
› Customize giving approaches to match personal interests
and tax planning needs
› Facilitate complex forms of giving
› Share knowledge on community priorities
› Offer grantmaking expertise and administrative services
› Offer involvement in recommending uses of a gift
› Help people create personal legacies via named funds
› Provide the option to give anonymously
Creating solutions that fit every situation

14. local grantmaking expertise

15. Local grantmaking expertisefeature
two
Making a difference where it is needed most
Arts & culture
Children & youth
Education
Environment
Health
Social services
Sports & recreation
Seniors
› Gather information and track
local agencies and programs
› Direct grants and resources to appropriate areas
› Local organization with local staff and
board members
› Knowledge of community issues, opportunities,
and resources
› Monitor all community needs…

16. community
leadership

17. › Act as a community catalyst
› Build endowments to ensure grants are always
available to support the community
› Support high impact opportunities
› Are governed by leaders with strong ties to our
community
› Foster development of new organizations
and programs
› Re-direct funds as community needs change
Community leadershipfeature
three
Our business is building community

18. Local grantmaking expertiseLocal grantmaking expertise
Endowment building & Personalized serviceEndowment building & Personalized service
Community leadershipCommunity leadership

19. 1921 First Canadian community foundation
established in Winnipeg, Manitoba
today More than 191 community foundations across Canada
› Serving citizens across the country
› More than $3.5 billion in assets
› More than $176 million in local grants each year
› And growing!
2009 [Centre Wellington Community Foundation established by Harry
Panjer from discussions in Cultural Affairs Committee
foundation
facts
A Brief History of a Movement

20. Our Numbers: Funds
Asset base about $250,000 in seven funds:
– Community Fund (greatest needs)
– Cedarcliff Fund (arts & culture)
– Elma & David Jack Youth Recreation Fund
– Elora Green Space Fund
– Kath Hammond Literacy Fund
– Middlebrook Social Innovation Fund
– Community Leadership Fund (CWCF sustainability)
www.cwcfoundation.ca

21. Our Numbers: Granting
www.cwcfoundation.ca
0
5000
10000
15000
20000
25000
30000
2010 2011 2012 2013
CWCF Granting ($)
› 2013 grants: $25 965
› Cumulative: $60 000
› 40 diverse grants

22. Involved Community Leaders
• Board: Randall Howard (Chair), Nancy Wood (Secretary), Jean
Prichard (Treasurer), Michael Chapman, Toni Ellis, Brent
Hallman, John Kissick, John Morris, Alan Riddell, Bronwynne
Wilton
• Advisors: Doug Jack, Cindy Lindsay
• Asset Development: John Morris
• Communications: Brent Hallman, Curt Hammond, Lauren
Hallman, Sam Clouthier
• Granting: Bronwynne Wilton, John Morris
• Vital Signs: Toni Ellis, Jason Thompson, Carolyn Skimson, Lauren
Hallman www.cwcfoundation.ca

23. www.cwcfoundation.ca
Donor Scenarios
Jean Prichard

24. Charitable Instruments
› Outright Gifts
Give cash, stocks, real estate or other assets
› Appreciated Securities
Eliminate capital gains tax by giving to a
community foundation
› Bequests
Designate a portion of an estate
www.cwcfoundation.ca

25. Charitable Instruments
› Life Insurance
Designate a community foundation to
receive a portion or all proceeds from policy
› Charitable Remainder Trust
Trust pays beneficiary for life and then assets
transfer to community foundation
www.cwcfoundation.ca

26. Benefits During Earnings Phase
› Bonus or retiring allowance
› Large gain in stock portfolio
› Other taxable windfalls
› Monthly split giving
= tax savings and money flowing to
community
www.cwcfoundation.ca

27. Benefits During Retirement Phase
› RRIF withdrawals
› Large capital gains on sale of property e.g.
cottage
= tax savings and money flowing to
community
www.cwcfoundation.ca

28. We Are Here For You
› 1 888 713 4083
› info@cwcfoundation.ca
› PO Box 436, Fergus ON N1M 3E2
“We make a living by what we get. We make a life by
what we give” Winston Churchill www.cwcfoundation.ca