Kawartha Giving Guide 2023

KAWARTHA

Volunteerism and Business Connections

What Donations Mean to Your Community

The Power of Making a Difference

Our Guide to Help You Find Your Causes

The Opportunities Where Your Donations Match Your Plans and Your Heart

There are 164 charities and nonprofits in Peterborough. There may be slightly more than that, but some organizations operate on an informal basis or they only consist of volunteers who come together once a year to help stage an event. Often, those small organizations aren’t registered and don’t issue tax-receipts to donors, but nevertheless offer positive action in the community.

There are 225 charities and nonprofits in Kawartha Lakes, with 52 charities and nonprofits registered in Lindsay. These organizations may be providing services beyond the borders of the city and the region.

There are 6 charities and nonprofits listed in Omemee.

There are 17 charities and nonprofits listed in Lakefield.

There are 8 charities and nonprofits listed in Norwood.

Many of the smaller villages and communities in the counties of Peterborough, Kawartha Lakes and Otonabee-South Monaghan have a handful of charities and nonprofits which serve their area, mostly church groups, community groups and organizations such as libraries.

Finding the right match where you can support an organization, or organizations, with your donation, your sponsorship, or your volunteer time is a matter of doing a bit of research, asking your colleagues and friends, or coming out to events where charities and nonprofits are out in the community doing what they do best.

The Kawartha Philanthropy Giving Guide is published by Foundation Magazine and supported by the Lindsay Advocate and Scotia Wealth Management to help businesses, business owners, community leaders and individuals who are seeking to get involved with philanthropy and may not be sure where they’re most needed.

We’re bringing this message to about 5,000 businesses in our local counties with the goal of advancing the way business and philanthropy keeps our communities strong, effective and a wonderful place to live, work and play.

Thank you to everyone who helped make this possible. In particular, I thank Roderick Benns of The Lindsay Advocate and Bernie Rose of Scotia Wealth Management for their enthusiastic support, and to the many charities and nonprofits who are participating in this inaugural edition. As a resident of Peterborough, I’m very pleased to offer our new Guide as a beacon moving forward.

Steve Lloyd Publisher, President Lloydmedia Inc Foundation Magazine www.foundationmag.ca

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14 On Collaboration, Communication and the Future of

An Interview with Crystal Daniel

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The Power of Community Foundations:

Igniting Hope and Building a Better Future

Whether you’re strolling along the trails of Jackson Park in Peterborough, finding solace in the cool shade provided by over 200 newly planted trees in Lindsay, or immersing yourself in vibrant outdoor entertainment venues like Millbrook’s 4th Line Theatre, Bobcaygeon’s Globus Theatre, or Fenelon Fall’s Grove Theatre, it’s important to recognize that all of this was made possible by charitable community builders. Charities also address the most pressing needs of our communities with services like Meals on Wheels, food banks, homeless shelters, seniors programming, and more. Indeed, many of the features that make Peterborough and the Kawarthas a truly wonderful place to live, work, and play are provided by the charitable sector.

The role of local community foundations like the Community Foundation of Greater Peterborough and the Community Foundation of Kawartha Lakes, is to support the people and organizations who provide these amenities, programs, and services for us.

Community foundations serve as powerful magnets, attracting contributions from generous individuals, families, and businesses, which are then utilized to fund initiatives that bring about meaningful and sustainable change. By donating money or establishing a legacy fund, you have the opportunity to invest in the well-being of our communities and champion causes that deeply resonate with your values. Even the smallest donation can have a significant ripple effect as it will be pooled with other donations, which enables community foundations to provide resources where they are needed most.

Since its inception in 2009, the Community Foundation of Greater Peterborough has built $12 million in investments and granted more than $6 million to charities across the region. Funds granted by the Foundation have helped establish Peterborough’s first Consumption and Treatment Services Site (2022), covered the costs of new kitchen facilities at the YES Shelter for Youth and Families (2021), and paid for the installation of lighting along a section of Peterborough’s Rotary Greenway Trail (2017). Many of the legacy funds established at the Community Foundation of Greater Peterborough provide annual grants to organizations that help young people reach their potential like Camp Kawartha, the YMCA, and the Kawartha Youth Orchestra.

The Community Foundation of Kawartha Lakes (CFKL) is dedicated to enhancing the quality of life in the Kawartha Lakes region. CFKL has granted more than $1 million in its first five years of operations to community organizations — an exceptional accomplishment for a foundation of its size. In addition to granting, CFKL offers invaluable services to its partner charities and fundholders, including comprehensive financial administration, effective donor management, digital activation, and public relations support.

Looking ahead to 2023, CFKL is nurturing many charitable partnerships from planting trees at local schools, the Fenelon Falls Horticultural Society's outdoor beautification programs, to the Grove Theatre's upcoming third summer season and more. All are vibrant examples of how the Community Foundation of Kawartha Lakes creates robust partnerships that contribute to the success of the region.

Community foundations are at the centre of a long-term vision for charitable giving – one that fosters a sense of vitality and belonging in everyone. We invite you to engage with your local community foundation and become part of the collective effort to nurture our communities and uplift our neighbours. Together, we can make a meaningful impact and create a brighter future for everyone.

ISTOCK/ BRAD WILSON

Is Networking Actually Beneficial?

BY VINCE KILLEN

Is “Networking” just another buzzword, or are there benefits to engaging in this long-standing business tradition? When done properly and with the right intentions, I believe networking can be incredibly valuable to professionals at all points in their careers. In fact, I’ve built my entire career based on networking and developing meaningful relationships with like-minded business professionals.

When growing a business, developing a personal brand, or embarking on an entrepreneurial endeavour, it’s important to have the right people around you to help you with the parts of business that you’re unable to navigate on your own. Whether you choose to join a small business group, seek out a mentorship, or attend industry networking events, there are countless benefits to actively stepping outside your business to interact with other professionals.

It’s more than just a one-sided relationship.

When you think of networking in the traditional sense, you might envision going to stuffy cocktail parties where people are handing out business cards like they’re playing a game of hot potato. The word itself might fill you with dread as you remember networking events that seemed to be filled with salespeople trying to push their own agendas and who are not actually interested in a genuine interaction.

Thankfully, those days are over. Networking in 2023 is about developing meaningful relationships and establishing your roster of valuable and talented people who can help propel your business forward.

As with all new relationships, networking should be focused on developing genuine connections with people over the long term. It’s unrealistic to meet someone at a party and expect to start doing business with them the following week. Approaching networking in the same way as building a friendship with a new neighbour can help you remain focused on developing that authentic connection.

What if networking is challenging for you?

If you enjoy meeting new people and are looking to expand your opportunities, networking can be a valuable tool. However, if you find networking challenging or have a difficult time connecting with people at a big event, there are many other ways you can engage in networking activities. Here are some examples of ways you can connect with other business people in the region to help you grow your virtual rolodex:

1. Attend workshops

If a big “networking event” feels a bit overwhelming or disingenuous, you can consider joining smaller seminars or workshops to meet new people and

develop your skills. Not only will you connect with other like-minded people, but there’s an opportunity to develop a relationship with the instructor or host of the workshop. This direct link to a topic or industry expert in your region can be a valuable resource, with many instructors willing to share their experience and intel with participants.

If you attend a workshop, consider sending a thank you email to the instructor and following them on social media to stay connected with them and updated on future events or learning opportunities. You can also exchange contact information with other participants to stay connected and keep the doors of opportunity open for future collaborations.

2. Plan regular coffee dates

If one-on-one communication is easier or preferred, you can consider reaching out to various business people in your community and inviting them for coffee. This can be a great way to have a natural conversation without the pressures of other people trying to speak with you or your guest. Consider setting a goal to meet with one new person a week and prepare some questions for the individual to ensure you’re making the most of your time together.

When reaching out to potential coffee dates, consider how you might benefit from this new relationship and what you have to offer in return. Be intentional

about who you invite and up-front about your intentions to ensure you’re respecting your guests’ time. Follow-up with them afterwards to keep in touch and remain top-of-mind for when an opportunity arises for a future partnership.

3. Join a charity group or Board

If your goal is to grow your business and expand your opportunities to connect with other business owners in the community organically, it might be helpful to join a charitable organization or become a Board member. As someone who is personally part of many local organizations, I can attest to the importance of giving back to the community through charitable efforts and the benefits of the connections I’ve made while doing so.

Offering your services or expertise to advance a local cause can demonstrate your abilities to other members or volunteers,

who might not otherwise know your professional capabilities. It’s also a great opportunity to see the skills of other members who you can connect with for assistance with your business. Volunteering allows you to connect with others who have similar interests while making a meaningful impact in the community.

4. Host your own workshop

At LAUNCH Kawartha, we have many opportunities to host business skills and professional development workshops that cater to the needs of the business community. It’s one of my favourite things to watch these connections happen in real time and see the participants gain insights and develop new friendships from a single workshop. As an instructor, it’s a wonderful opportunity to share your knowledge with others, gain firsthand feedback from potential clients on their pain points, and connect with

others on a personal level.

If you’re interested in hosting your own workshop at LAUNCH, we are always looking for business professionals to connect with. You can check out our events page to see past and upcoming events or register for a workshop. If you have an idea for a future workshop or event, connect with me directly to see how we can work together to make it happen.

Connections are the basis of any successful and thriving business. Reimagining how we network with others and build our professional ecosystem can help you build genuine relationships that can help you grow your business. And isn’t that what life is all about? In personal life and in business, it’s who you know and the value of your relationships that move you forward and help you grow.

VINCE KILLEN is Executive Director at Kawartha Lakes CFDC.

My Life as a Dedicated Volunteer: Why I Do What I Do

BY DON RIDER

When asked to discuss my involvement as a community volunteer, I was reluctant because I felt the attention should be going to the worthwhile community causes and not to shine the light too brightly on individuals like me. However, when Steve said that the purpose was to demonstrate how easy and fulfilling being a community volunteer is and that it might strike a chord with some of the readers to become more active in worthwhile community activities, I agreed to share my experiences. I hope my story of life as a volunteer will inspire you and others to get involved or more involved with causes, because they need you more than ever.

My personal story is really a lifelong journey of volunteerism through the sporting community.

As a young child I was encouraged by my parents to participate in a variety of youth sports such as hockey, baseball and soccer and it was there that I saw first hand the important role the volunteer convenors and coaches could have in a child’s life. My favorite coaches tried to make it an enjoyable experience for all of the participants as they endeavoured to blend skill development, teamwork, and a positive competitive spirit mixed with fair play and good sportsmanship.

I can remember my very first coach, Max Free, who coached our Little League baseball team of ten-year-olds in the community of Omemee. I do not remember much about the games but what I do remember was his kindness and

encouraging nature which he displayed and then the highlight of the evening was his taking the whole team of boys to the local convenience store and buying us all a soft drink of our choice and mine was always a bottle of Orange Crush.

Developing as a teenager into becoming a person filled with self confidence and self worth is not an easy task and often in our journey we may be fortunate enough to meet some amazing mentors that have made all the difference in our personal growth and development. I thank Ron Augustine my high school football and wrestling coach for his patience and encouragement in helping me to gain confidence in my abilities and to enjoy the effort of self improvement as an athlete and as a young man.

It was during my high school years that I participated in a few community walk-a-thons to held raise funds for humanitarian causes dealing with hunger in a variety of African countries dealing with famines. Why did I get involved?

Two of the main reasons were that many of my teenaged peers were volunteering and I enjoyed doing things with my friends but it also resonated within my inner being that this was the right thing to do.

As a child I was taught in church about the Golden Rule, “Do unto others as you would have them do unto you.”

It feels good to do good. It is that simple. It does not matter whether you are a small child or an elderly senior, when you do good you feel good.

If we look within our communities many of the most active groups involved with enriching our communities are our church groups and international clubs such as the Rotary, the Lions, and Optimist clubs just to mention a few. Each of these organizations’ goals are to improve and enrich the people within their communities.

For me, as I was fast approaching adulthood, I began a personal search for the meaning of life, and it was at this juncture that I began an earnest searching for a reality of God in my life and of His role in mine. This search led to my personal conversion as a

Christian and after graduating from High School I volunteered through my Church congregation in Peterborough, The Church of Jesus Christ of Latter-Day Saints to become a missionary for two years in England. This provided me with countless opportunities for community service while serving the British people. It was there that I truly learned that a fulfilling life is a life of service to others.

My specific Christian faith does not have a paid clergy but uses a lay ministry as well as member volunteers to serve in all the positions of the Church for the betterment of the whole congregation and the local community.

It was while serving in my Church family that I came across the most influential mentor and friend that I could possibly want and it was as I interacted with him that I saw the man that I desired to emulate and try to become.

Wayne Ferguson was a successful businessman, a husband and father of a large family and a person that you wanted to be around. Wayne provided the encouragement, coaching and, if necessary, even the transportation for the athletes to participate in a variety of athletic tournaments throughout.

Wayne was instrumental in promoting the local Coats for Kids community outreach program in the Peterborough community. Wayne sponsored a variety of sporting teams in multiple sports within the Peterborough community including many of the hockey teams that I would head up.

Wayne taught religion classes to the young married couples as well as the college and university aged adults. I too would have this assignment 35 years later.

I was privileged to be assigned with Wayne to be ministering companions as together we would visit elderly shutins as well as widows and single mom families each month, offering assistance and encouragement.

This good man became my real-life everyday hero and what is truly amazing is that today Wayne is 92 years of age, and I am 72 and we are still serving as visiting companions. Our friendship has become one of deep admiration and love

one for another.

Following his example, I have had the privilege of serving as the Athletic Director for Central East Ontario for our Christian churches from Kingston to Scarborough where we ran monthly sporting tournaments for youth 12 years and older as well as for the adult men and women in a variety of sports. While serving in this capacity I saw that regardless of age, the enjoyment for healthy participation in sports produced a feeling of accomplishment and was improving the quality of life that the participants were seeking.

Very few people have had the opportunity to live the life of a high-profile professional athlete. These athletes are in the public eye and, if so inclined, can use their platforms to promote worthwhile causes which they are drawn to. I experienced this firsthand when I had the opportunity to work with Christian members of the Toronto Blue Jays’ Garth Iorg, Luis Gomez and Jerry Garvin of the then newly formed professional club. When invited, these good men would come and be guest speakers at our annual athletic awards banquets. They encouraged youth and adults alike to be proactive in living a healthy lifestyle and to pursue a life long interest in their favorite sports whether that was as a participant, a coach, a convenor or as a fan. I have taken their advice to heart and have participated in a wide variety of sports throughout my life but focused mainly on ice hockey and soccer which I continue to enjoy to this day.

For most of us our motto could read as Work Hard and Play Hard as we find careers and employment outside of the sports that we enjoy and allow them to be a fun and rewarding part of our lives.

My dear wife and I have been blessed to raise a family with three beautiful daughters and as parents we encouraged them to participate in whatever activities they were interested in pursuing. The girls played recreational and competitive soccer and I feel that they too have seen the value that sports can play in life as they have our six grandchildren involved in a variety of sports and activities, and as grandparents we have become their biggest cheerleaders.

VOLUNTEERING

The much-admired and welldocumented model for all challenged individuals, Helen Keller famously once said, “I cannot do everything, but I can do something.”

It is our somethings that best define volunteering. You and I may not be able to change the whole world but together we can make a positive change within our own communities and our personal worlds. When volunteering, I suggest you choose things that you enjoy because it doesn’t seem like work when it is something you are passionate about. Start small and become a part of the whole. You are not being asked to run these volunteer organizations but just to pitch in and be a part of the solution in making a positive difference within your community. An example for me was our Church group identified assisting the Five Counties Children Centre as a worthwhile agency in our Peterborough community which assisted with the physical and communicative abilities for children.

Our church’s Women’s Auxiliary began a Christmas gift wrap service at Peterborough’s Lansdowne Place Mall for many years where the volunteers would gift wrap Christmas presents for a fee and the monies was donated to this worthwhile cause. My wife Liz and I started to volunteer to help and over a course of many years our efforts assisted in raising thousands of dollars for this wonderful community agency.

In 1998, I was called to become the lay minister of our Peterborough congregation and I began looking for ways to offer community service in the Peterborough community. One day I was reading our local newspaper which had an article highlighting the Kawartha Food Share food bank and of how the shelves were getting bare and their urgent need for donations. I felt a strong impression that this is where we could assist and when I presented this proposal to our congregation to which they unanimously responded to participate. A committee was organized, and we began the North Peterborough Food Drive which was met with great enthusiasm by the residents of the North End and each year we

successfully collected between 6 to 8 tons of food for Kawartha Food Share. Seeing volunteers from all ages working together in a happy and co-operative spirit to assist with those less fortunate in our community to acquire nutritional meals was rewarding and inspiring.

for members in your neighbourhood to become involved. Here’s an example.

Today, amazing organizers and hundreds of volunteers — including students working to acquire their 40 hours of community service for graduation requirements — have enlarged the food drive to twice a year and it now covers the whole city of Peterborough as well as smaller communities throughout Peterborough County.

Pandemic-induced actions

Issues created by the COVID pandemic and the drastic rise in the cost of food has created a greater need then ever before for food and financial donations for Kawartha Foodshare and food banks across Canada. Do not hesitate to call or email your local food bank to see how you can volunteer.

It is a large undertaking to spearhead a large group of volunteers to assist with a large community need. However, it is easier than you might think to make a difference if you volunteer to do something on a smaller scale, in which many small contributors can and will add up to having a large impact upon our communities. If you are already having a fun activity for your family and friends, think about extending an invitation

About six years ago my wife and I sold our family home of 40+ years in Peterborough and purchased a new home on Rice Lake where we are spending our happily retired senior years. We began to invite our family and friends to the lake on Canada Day and, in the evening, we would stage an amazing fireworks display. About four years ago as I was ordering the fireworks, the idea came to me that I could invite all my neighbours to view the fireworks at our home and then to ask them to either make a financial donation to Kawartha Food Share or to donate non-perishable food items for the cause. I printed off invitations which I delivered to my neighbours’ mailboxes inviting them to participate. It has become a popular event and fundraising success, and we normally collect about 500 pounds of food as well as cash donations of about $1,000.00. That may not seem like a lot of money but Kawartha Food Share can purchase approximately $6.00 of food for every dollar donated due to their many contacts within the food industry. A thousand dollars can purchase $6000 worth of food. I keep a list of all donations made and send the contact information to Kawartha Food Share, which sends all the donors a receipt for their charitable donation which can be used on their tax return. A win-win for everyone.

Another example of how we can do something worthwhile by piggy backing on things we are already are doing.

I am presently serving as the president of the Peterborough Seniors Hockey Club (PSHC) a not-for-profit recreational hockey club for those aged 55 and older and includes several participants who are well over 80 years of age still playing the game of hockey. The club comprises 19 teams covering three age divisions and runs from mid September to the end of March each year. The emphasis is to encourage all participants to enjoy fitness, fun, and friendship.

This past year we have had the untimely death of four of our members due to a variety of health issues and accidents so as part of our grieving process we

WE CAN EACH BE A PART OF THE SOLUTION TO THE PROBLEMS OR CONCERNS WITHIN OUR RESPECTIVE COMMUNITIES.

decided to institute an educational bursary on their behalf to remember and honour these good men. The PSHC has created an annual bursary for $500 to a deserving student seeking post secondary educational pursuits. The criterium for consideration is that they have combine academic and athletic excellence at their high school as well as a demonstrated need for assistance. This idea was taken to the league executive which approved this worthwhile endeavour.

As president of the PSHC, I can say it does take a lot of work and effort but recently a player thanked me for all that I was doing and asked me, “What do you get out of all of this?”. As we were walking the hallway of the arena past the dressing rooms, I responded, “Listen, what do you hear?”. It was the sound of players chattering, laughing, telling stories and socializing. I responded, “That is my reward. The sound of everyone socializing, enjoying each other’s company, still playing the great game of hockey.”

I have recently been elected to my second term as a Board of Director member for the Ontario Senior Games Association (OSGA). This organization promotes an active lifestyle for all senior men and women 55+ years of age while promoting the social well being of all participants. The organization offers friendly competition at Ontario Provincial Summer and Winter games covering over 30 sporting activities which all seniors can enjoy. The top two teams from each event then qualify to represent Ontario at the Canada Senior Games (CSGA) which are held on even numbered years, with the next Canada Games being held in August of 2024 in Quebec City.

In August of 2022, our Peterborough Mens 70+ ice hockey team represented Ontario at the Canada Games held in Kamloops British Columbia and though we did not medal we did have an amazing time together with our teammates, our provincial team and interacting with fellow like minded Canadians.

On my office wall is a framed quote which emphasizes what I feel is the true value of sports. It reads as follows:

The Real Value of Sport

The duration of an athletic contest is only a few minutes. While the training for it may take many weeks, months or years of arduous work and continuous exercise of self-effort.

The real value of sport is not the actual game played in the limelight of applause, but the hours of dogged determination, and self discipline carried out alone, imposed and supervised by an exacting conscience.

The applause dies away, the prize left behind, but the character you build is yours forever.

When I examine my life and look at what sport and volunteering have done for me in my character development, I believe they have assisted in helping me to see the true merit of teamwork and the needs of others.

Sports are played within specific rules to ensure the safety and fairness for all participants. This has assisted in my willingness to follow the rules of civility and the rules of law within our society. Sport has shown me that not all players have the same skill set but regardless all are striving for the same goal of winning the game. Sport has taught me that at times when I have done my very best and given all my effort that I may still lose the game. Winning and losing are both part of life and being a gracious loser is as difficult as being a humble winner. Understanding that there can be no game without the opposition and that they are not the enemy but a necessary part of the sporting process. Setting goals and striving to reach them often with a variety of outcomes.

I have spent a lifetime enjoying a wide variety of sports which have introduced me to an amazing array of wonderful people, and it has led me to volunteering and helping in my community.

How do I see myself and what do I want my legacy of remembrance to be? We all want to feel we have succeeded in life but depending on who is doing the assessing many may feel less than successful. Today people are too often judged successful by the size of their home, the number of vehicles in the driveway, the size of their bank account, the number of degrees

from academia etc. Using these criteria alone may leave people feeling less then adequate or successful.

However, I would use a quote by Ralph Waldo Emerson, who wrote a statement entitled Success, which I feel offers each of us the true recipe for feeling self-worth and of living a successful life.

SUCCESS

To laugh often and much

To win the respect of intelligent people

To win the affection of children

To earn the appreciation of honest critics

To endure the betrayal of false friends

To find the best in others

To leave the world a bit better

Whether by a health child, a garden patch, or a redeemed social condition, to know even one life has breathed easier, because you have lived and this is to have succeeded.

Using this as a model for success we each can meet these requirements. In conclusion I would like to share a quote that has motivated me in my development and in my journey of “my becoming” which is a call to action:

If not you, who? If not now, when?

If not here, where?

We can each be a part of the solution to the problems or concerns within our respective communities and it all starts with each person making the decision to wanting to become involved. I commend all that are making a positive difference by volunteering in your communities and invite those less engaged to come join the fun and remember: It Feels Good to Do Good!

DONALD RIDER is president of the Peterborough Men’s Senior Hockey League. Before retiring, he worked as a production and inventory control specialist at Canadian General Electric in Peterborough. He also worked in Quality Assurance at General Motors Canada in Oshawa, Ontario. He has a Diploma: Manufacturing Studies, General Electric Peterborough, Ontario; a Bachelor of Arts History/Psychology (Trent University, Peterborough Ontario); and, a Bachelor of Education (Queens University, Kingston Ontario)

On Collaboration, Communication the Future of Corporate

An Interview with Crystal Daniel

Communication and Fundraising:

Crystal Daniel is the Director of Philanthropy, Corporate Partnerships at the Canadian Women’s Foundation. She’s passionate about equity, inclusion, access, feminist philanthropy, and social change. She has spent over two decades working in various areas of fundraising within the non-profit sector. She has worked for health and arts organizations and has spent over ten years working in the gender justice space.

Currently, the Director of Corporate Partnerships at the Canadian Women’s Foundation, Crystal has successful led various fundraising initiatives at the Canadian Women’s Foundation, North York Women’s Shelter and at the Women’s Legal

Crystal Daniel is the Director of Philanthropy, Corporate Partnerships at the Canadian Women’s Foundation.

Education and Action Fund (LEAF). She is a graduate from York University and Toronto Metropolitan University and is passionate about gender equality, inclusion, feminist philanthropy, social change and making meaningful connections.

Tell us about your professional journey in fundraising. How did your career evolve, and how do you feel you’ve changed as a result of that evolution?

My professional journey in fundraising began in 2001 as a prospect researcher. Prior to working in the charitable sector, I worked for a few years at a management consulting firm that analyzed companies, specifically in the technology sector. Working there sparked my interest in business, analyzing companies, marketing and building relationships. As a volunteer at a few charities, I enjoyed seeing the positive impact charities had on improving peoples’ lives and being a part of that, so I decided to pursue a career in the charitable sector. I thought that my background working with companies would be helpful in raising funds to support vital charitable programs and initiatives.

I’ve been fortunate to work for health and arts organizations and for the last 10 plus years, I’ve worked for feminist organizations that recognize the critical needs of women, girls, and gender-diverse people. I’ve always been passionate about inclusivity and social justice and equity issues. Empathy, kindness, fairness and justice guide me because every person has a story that informs their personal journey. I’m a Black woman and a mom, and my work is deeply rooted in my lived experience. Intersectionality is at the core of the work that I do. Progress has been made in advancing equity issues but we collectively have a long way to go. I feel that my resolve has strengthened in being a part of the solution to address

systemic issues facing women, girls, and gender-diverse people at the Canadian Women’s Foundation.

What’s the best piece of advice you would give a new fundraiser working in the corporate philanthropy/ corporate partnerships space?

The best advice I would give a new fundraiser working in corporate philanthropy is: ask questions of yourself, be open to learning by taking courses, research, gain knowledge about areas of interest and attend events. Expand your social circles by volunteering, joining groups and associations. Ask questions: why am I working for this organization? What does this organization do that inspires and resonates with me? The enthusiasm and passion you express will translate when you work

sized companies, so it’s important to be adaptive, responsive, manage your time, respect other people’s time, pay attention to detail and have a strong understanding of the corporate landscape.

Are there any big shifts or changes you’ve noticed when it comes to institutional funding in Canada in the last few years — or any that you think are starting to materialize for the future?

There are a couple of shifts that I see working in corporate philanthropy. Companies are increasingly focusing on DEI (diversity, equity, inclusion) and ESG (environmental, social and governance) initiatives which include climate commitments, community engagement, charitable giving and diversity at the board and senior leadership levels. Expectations are increasing from the broader community — customers and employees. Employee engagement activities are gaining momentum with the growth of employee resource groups where shared experiences and engagement opportunities are explored. I see issues related to community social investment. DEI and ESG will continue to grow and materialize within companies.

with corporate partners. Be curious about companies, and the people and communities that are served. Find the connections between them. Every day is different for me. Any given day, I work with multiple corporate partners and prospects in completely different sectors (finance, retail, manufacturing etc.) and different-

I’d like to see more companies do two things: Firstly, make more unrestricted gifts where the funds go to where it’s most needed within a charitable organization. I would like to see that approach to funding organizations because charitable needs are so great from an operational perspective that it permits organizations to address those critical needs. The second way is to embark in long-term, multi-year partnerships with charities (i.e. 3+ years), as it demonstrates company commitment to providing sustainable funding to the organization, which gives time to address issues, identify program impact, and measure systemic change.

BE CURIOUS ABOUT COMPANIES, AND THE PEOPLE AND COMMUNITIES THAT ARE SERVED. FIND THE CONNECTIONS BETWEEN THEM.

Tell us about a big “win” in your role as a fundraiser. What key challenges and/or lessons came from that experience?

As a major gift corporate fundraiser, patience and strategy are key in this role! I’m an introvert and a naturally curious person and I love to learn about and relate to people. My ability to nurture and build relationships helps me a lot in my work. When I secure a corporate gift, it’s not on my own; it’s a collaborative team approach and it’s essential that I work with my colleagues and senior volunteers at the Foundation. When I enter conversations with partners, I always think about how the donation will improve lives and how the funding will help support the community programs. I enjoy connecting the dots and seeing how things work together. I’ve recently worked with a corporate partner that took close to one year to secure a significant corporate gift (which is not uncommon for major gifts to take 12-18 months for a donation). The process included lots of research, meetings, brainstorming, coming together and negotiation so that both organizations are aligned with our goals and objectives. When the partnership was confirmed, it was very gratifying. I’m an intuitive, strategic person and I feel very positive about this partnership.

What do you do about some of the challenges you face in corporate philanthropy and how did you overcome them?

When I work with corporate partners, I understand that there will be challenges from time to time. It comes with this type of work. Building corporate partnerships is a dynamic, fluid process and expectations must be managed. There are highs and lows in this type of work.

Some of the challenges I’ve faced throughout the years include staff changes, funding priorities change, and budgetary constraints. I’ve been in

discussions before where we were on the path of confirming the partnership and funding priorities shifted in another area completely where the alignment changed so the partnership didn’t go through after months of discussions. It’s disappointing but it happens. As a corporate fundraiser, it’s important to communicate, plan and have a prospect pipeline for potential partners, pay attention to trends and be prepared for various scenarios if a partnership doesn’t materialize.

Part of your role at Canadian Women’s Foundation is stewardship of corporate partners. Many fundraisers think of individual giving when they think of stewardship. How do you go about stewarding institutional donors like corporations and foundations? Stewardship is about engaging the company, its employees, and communities. It is so important to building a long- term partnership. Communication is key to building a rapport and trust. I listen to my partners and ask questions to gain valuable insight about the best way we can work together and grow. I think about what we can do within the Foundation that is aligned with our mission and values and what my partner would like to achieve. I work with amazing, passionate,

hard-working colleagues that are supportive and willing to work together to ensure our partners have a great experience working with us. There is a lot of collaborative work with philanthropy, public engagement, operations, community initiatives and our senior leadership team. It’s important that employees have opportunities to learn more about our work in the gender justice space and how it aligns with the company’s objectives to maximize the partner’s experience. Some examples are having employee representation on committees, getting employees together in forum to hear what’s on their minds related to gender equity issues, providing tools for calls to action, extending invitations to events to hear about our work and see the impact of where their funding goes, and providing impact reports that share stories but also show how the programs we fund help the participants achieve their goals.

What are your go-to sources for fundraising knowledge and/or inspiration?

I recently started working out again after a very long time so during my long walks or gym-time, the podcasts I listen to are of course, the Canadian Women’s Foundation podcast, “Alright, Now What”?, Let’s Imagine by Imagine Canada, and The Giving Black Podcast. Some of my subscriptions include, Imagine 360° Newsletter, Community Centric Fundraising’s The CCF Rewind and from a business/corporate perspective, I read various national business publications — the Globe and Mail and BNN Bloomberg Also, I’ve gained a lot of inspiration from sports, so in my free time to unwind and chill out, I watch all different types of sports. I’ve been a huge tennis fan since I was a kid, and I’ve spent many years watching my son play soccer.

THIS INTERVIEW was conducted by Malia Rogers and originally published in Imagine Canada’s Grantseeker newsletter, and on the Imagine 360 blog.

I LISTEN TO MY PARTNERS AND ASK QUESTIONS TO GAIN VALUABLE INSIGHT ABOUT THE BEST WAY WE CAN WORK TOGETHER AND GROW.

The Power of Partnership Between Business and Philanthropy The Story of the Gardens

The connection between nonprofits and businesses isn’t always an obvious relationship. There are many unusual but highly impactful ways that funding, volunteering, sponsorship and great ideas can be put into play to benefit our communities.

Just beside Crayola Canada’s office and distribution center in Lindsay, Ontario, is a 30,000 square foot plot of land called the Edwin Binney Community Garden. Through a partnership between Crayola Canada, United Way for the City of Kawartha Lakes (CKL) and Fleming College, this garden is the largest ever United Way CKL community garden. Even during a challenging year, 2020 yielded the largest harvest yet with more than 12,700 pounds of produce donated to food banks and community organizations across the City of Kawartha Lakes and Haliburton, reaching more than 1,300 people.

“Crayola Canada has been a proud supporter of the United Way CKL throughout our thirty–plus year relationship,” says Paul Murphy, general manager of Crayola Canada. The opportunity to partner with them to establish a community garden on our

vacant land was a great fit. The progress that has been made over the first three years is fantastic, contributing significantly to the UWCKL food security initiatives. We are very happy to be a part of it.”

Managed primarily by staff and volunteers from United Way CKL and Fleming College Frost campus, this garden has grown substantially since planting and harvesting began in 2019. The team has since added a greenhouse so the growing season can extend into the colder months; planted a fruit tree field; and added a new seating area for visitors and volunteers to rest.

United Way for the City of Kawartha Lakes and Crayola Canada have been working together for 30 years since the inception of the famous Crayola Sale. The two teams have a shared goal of helping every person in the community to enjoy a quality and colourful life. Crayola explained their involvement: “We are very fortunate that the annual Crayola Sale can assist children, youth and adults in the City of Kawartha Lakes. The sale started simply as a yard sale with a few Crayola products added in. It was the beginning of a long-term relationship and, thanks to

the efforts of countless volunteers from Crayola, the UWCKL, and the community, it has grown to its current form.”

United Way for the City of Kawartha Lakes has been working in food security in our community for over half a decade, sitting on the round table to create the Poverty Reduction Strategy for Kawartha Lakes and Haliburton County, working with partners to create Community Hubs to feed children and adults through the summer months, and erecting over 120 community garden plots throughout the City of Kawartha Lakes and Haliburton through programs such as Veggies for Vets.

Other early partners in this project included Fleming College, who provide expertise, while also offering students unique learning opportunities through school projects and volunteering; Bob Mark New Holland, who provides equipment and expertise as they volunteered their time and equipment for the first ground-breaking in October of 2018; and Hill’s Florist and Greenhouses, who provides expertise on all things garden-related.

PHOTOS CREDITED AND COURTESY OF CRAYOLA CANADA AND THE UNITED WAY FOR THE CITY OF KAWARTHA LAKES

2023 KAWARTHA GIVING GUIDE

An In-Depth Guide to Our Charities and NonProfits

Building Strong Kids & Youth-Together

We need your help to support children and youth in our community so they can grow up to be successful adults.

BGC Kawarthas Foundation (formerly Boys and Girls Clubs of Kawartha Lakes Foundation) has a mission: to ensure no child is turned away.

Since 1970, our Club has helped children and youth discover and achieve their dreams and grow up to be healthy and active participants in society. We provide a safe, supportive place where children and youth experience new opportunities, overcome barriers, develop positive relationships and build confidence and skills for life.

Equity, Diversity and Inclusion is important and so we wanted to be clear that we welcome all children and youth, regardless of their identities — this led to our name change to BGC.

Our programs serve toddlers as young as 18 months, grade school children, teenagers and young adults. From licensed childcare, to before and after school programs, camps, sports and music, we offer a wide range of skills and development. Transportation is also provided from our hub in Lindsay to all Lindsay schools. We also offer nutritious snacks and meals and healthy life skill development for all ages.

Our youth programming includes mentorship, youth leadership, Queer Youth Kawartha Lakes, homework support and career counselling, addictions and healthy relationship coaching, and mental health supports. We also have a Youth Justice program and Infant Child Development Program.

BGC Kawarthas operates throughout the City of Kawartha Lakes and in Peterborough and Norwood.

It is the work of the Foundation to subsidize our programs so we can keep fees affordable and offer direct subsidies to families who cannot afford to pay.

Your support makes a difference!

❯ Make it Monthly! Join our donors who invest on a regular basis in the life-changing work we do.

❯ Sponsor or participate in one of our premiere events!

29th Annual Jeff Beukeboom Charity Classic Golf Tournament, Kawartha Lakes Youth Awards and 29th Annual Dream Ball

❯ Leave a legacy by making a planned gift in your will.

❯ Plan a fundraiser at your workplace or with your friends with proceeds directed towards our Foundation.

❯ Provide an impact gift towards a program or service at the Club that speaks to you directly.

What do kids who attend BGC programs say?

“I love to be here since they're my favorite people to enjoy music, arts, food, and to talk to!” says Ayu Y., a Japanese exchange student. “BGC is my best memorable place. I met the best music teacher in the world here and he taught me how to play guitar and how to make music.”

93%

“Ever since I came here from my school’s after-school camp,” said preteen Jessica H. “I’ve made many new friends, I’ve gotten more trustworthy, and I’ve got a bunch of new skills like exercising, cooking and being a leader.”

93%

“I love making new friends with people that work here and come,” says youth Alyssa L. “The reason I come here is because being here makes me feel so accepted for who I am and is a fun place all around.”

Why support BGC Kawarthas Foundation? Because … Opportunity Changes Everything.

say they are more physically active because of the Club!

You can help shape the future of lifesaving care at your regional hospital

In many ways, Peterborough Regional Health Centre (PRHC) feels like a community hospital where exceptional patient care is still provided with small-town warmth. In reality, it has 460+ inpatient beds, an annual operating budget of $320 million and was recently formally designated by the Ministry of Health and Long-Term Care as a fully integrated “hub hospital”. PRHC is the regional health centre hundreds of thousands of people between Kingston and the GTA rely on for world-class care.

PRHC’s regional cardiac, cancer and vascular programs serve a population of up to 600,000, with regional referrals from five smaller partner hospitals. Patients come to us from the City of Kawartha Lakes, Peterborough City and County, Campbellford, Havelock, Cobourg, Port Hope, Port Perry, east Oshawa and parts of the Durham region, north to the Haliburton Highlands and all points in between.

Our ability to add vital services and respond to rapidly increasing regional patient volumes is not possible without the generosity, leadership and extraordinary vision of PRHC Foundation donors. Because the government doesn’t fund

equipment, PRHC relies on donations from community members, businesses and organizations to fund the tools needed to save and change lives.

To help even more patients from across our region, we’re investing in the state-of-the-art technology that fuels innovation, brings lifesaving new services, and helps attract the best and brightest healthcare professionals to work at the hospital. Because of you, PRHC will be empowered to expand critical services – like cancer care, to care for more patients, support earlier diagnosis and ensure safer, more effective treatments, and to treat more urgent and chronic conditions, safely, quickly, so you can go home sooner. And cardiac care –keeping our hearts close to home in PRHC’s state-of-the-art Cardiac Cath Lab.

Give today. Help shape the future of healthcare in our region.

We Are The Ross

Whether you’re new to the Kawarthas or you’ve lived here all your life, you can count on Ross Memorial Hospital for care when you need it or as life’s milestones arrive.

Ross Memorial Hospital is an active, acute-care community hospital serving more than 100,000 local residents and seasonal visitors. Already considered one of the most outstanding community hospitals in Ontario, Ross Memorial is embracing a digital transformation and bringing the entire hospital to a fully integrated, advanced level of technology which encompasses all aspects of care and meets the internationally recognized standards in modern health care.

We are embarking on the next pivotal advancement in patient care.

This transformation involves a significant investment in medical technology and infrastructure enhancements. These include a new MRI and CT Scanner, expansions and modernization of the Emergency Department and Intensive Care Unit, the implementation of a clinical information system that connects patients’ digital health information records to medical technology and bedside tools so every test and treatment is noted in real time and available to the entire care team.

This transformation will help our hospital serve the needs of our growing community, attract and retain the best healthcare providers, and respond to new challenges. However; government funding does not cover all of these costs.

Partnering with our donors and the community, the Ross Memorial Hospital Foundation has launched the largest capital campaign in our hospital’s history to raise the necessary funds for these key investments. It will take all of us to make it happen.

The ability to access exceptional care close to home is one of the pillars that makes this a great place to live and work. Together, we can lay the foundation that will ensure excellent healthcare for everyone in our community long into the future.

As our community grows, your donations make the difference.

Community Foundation of Greater Peterborough

The Community Foundation of Greater Peterborough is a registered charity and independent public foundation that was created to improve the quality of life in the City and County of Peterborough today and forever.

We work with donors by offering a range of giving options tailored to their charitable interests, impact timeline and desired degree of involvement.

Donated funds are pooled together and professionally invested for the long-term. The income generated by these investments is used to make grants every year. Since 2009, the Community Foundation of Greater Peterborough as attracted over $12 million in endowed and long-term funds and invested more than $6 million in projects that build community vitality.

We are a member of Community Foundations of Canada, which is a national network of 203 community foundations. Together we are a philanthropic movement working across sectors to help Canadians invest in building strong and resilient communities.

We invite you to join our mission by donating or setting up a fund to build your legacy and community; now and for the future.

Community Foundation of Kawartha Lakes

We are dedicated to making a positive impact in the Kawartha Lakes by connecting generous donors with local initiatives and organizations that make a tangible difference to the lives of individuals and families in the area. We do this by raising and managing funds, attracting legacy gifts and endowment funds, all with the aim of encouraging people to ‘give where they live’. We invite you to consider us in your legacy plans or as a recipient of your business’s community investments. By making a corporate charitable donation, including us in your will, donating appreciated securities or designating us a beneficiary to a life insurance policy, you ensure that your contribution will have a direct and lasting impact here in the Kawarthas.

We would be delighted to speak with you regarding the Community Foundation and address any questions you may have. We are eager to share our stories, highlight the tax benefits of charitable giving, and suggest how you can contribute to strengthen our community.

Laurie Dillon-Schalk, Executive Director Laurie@KawarthaFoundation.ca www.KawarthaFoundation.ca/funds

Art Gallery of Peterborough

The Art Gallery of Peterborough (AGP) is a public gallery and non-profit charitable organization governed by a volunteer Board of Directors that is dedicated to exhibiting and collecting contemporary visual art regionally and across Canada. Our exhibitions are animated with events and activities including lectures, workshops, tours child and family-friendly programming, and publications.

Help us in our commitment to encourage the exchange of ideas and respond to our evolving community through art.

Art is powerful and artists have a critical role in our society. We believe that art has a vital role to play in contributing to the national discourse and shaping a healthier future for the region. The AGP builds community through engaging exhibitions and inspiring education programs with the essential support of our donors, members, supporters, and funders. These generous gifts help us keep our admission free and our programs affordable, ensuring everyone in our community has access to art.

To donate visit: agp.on.ca/join-us/donate/

Art Gallery of Peterborough

250 Crescent Street, Peterborough, ON, K9J 2G1 agp.on.ca | gallery@agp.on.ca | 705 743 9179

The PrimRose Donkey Sanctuary

We are dedicated to the rescue, protection, and rehabilitation of abused, neglected and unwanted donkeys, mules and hinnies. We also provide an information hoof-way to educate the public: a donkey is NOT a stubborn, dumb or viscous animal: but a stoic, loyal and very intelligent animal who will risk its life to protect its charges including humans. Thanks for visiting and donations are always very much appreciated!

We are open for curbside visits Thursdays and Sundays 1-3pm. There will be volunteers there to tell you about our amazing animals and the sanctuary. You don't need to schedule a curbside visit, just show up!

Donations are gratefully accepted at the front gate donation box. If you'd like a tax receipt mailed to you, please leave your monetary donation in an envelope with your name and address.

We also offer personal tours Thursdays and Sundays 11am-12pm. Maximum of five people including children, $20 per person. Tours to be scheduled in advance with Sheila by emailing her at primrosedonkeysanctuary@gmail.com

We care for our animals through donations and we thank you for your generosity.

primerosedonkeysanctuary.com/donate.htm

1296 Bowmanton Rd. RR 4 Roseneath, Ontario

email: primrosedonkeysanctuary@gmail.com

Ways to Help

Sponsorship, Monthly Donations, Fundraising and Volunteering

Sponsorship: Donkey care costs approximately $700 annually. This covers hoof care, food, vaccinations and other vet care. Donkey hugs and kisses, however, are free!

Monthly Donation for that Special Donkey: Please contact us to discuss an option that will suit you! We will match you up with the perfect new friend. Just email primrosedonkeysanctuary@gmail.com for details.

We also accept funds through CanadaHelps.org

Fundraising: Interested in sponsoring an event to raise funds for PrimRose? Fantastic! Simply email Sheila at primrosedonkeysanctuary@gmail.com and we can arrange the details.

Spread the Word: Tell your friends and family to stop by and visit our four-legged friends!

www.primrosedonkeysanctuary.com/donate.htm

We welcome your feedback and your questions. Please feel free to contact us with any questions or comments you have.

General information about our program or volunteering: tagsinfo@animalguardian.org

Telephone: 905-263-TAGS (8247)

Ontario Turtle Conservation Centre

Ontario Turtle Conservation Centre (home of Kawartha Turtle Trauma Centre) protects and conserves Ontario’s native turtles and the habitat in which they live. We accomplish this by operating a turtle hospital that treats, rehabilitates, and releases injured turtles, by performing extensive research in the field to further conservation initiatives, and by running a comprehensive education and outreach program.

Turtle Rehabilitation and Conservation

– Locally and Globally

Globally, turtles are among the world’s most endangered vertebrates. There are more than 300 species worldwide, and shockingly about half of these are threatened with extinction. The causes of population decline are common to all areas:

• Habitat loss and fragmentation

• Road Mortality

• Poaching for the pet and food trades

• Boating mortalities and fishing by catch

• Predation of eggs by predators inadvertently supported by human populations (such as raccoons).

Canada holds 25 percent of the world’s wetlands but we have already lost 70 percent of them over the last century. Often turtles are the biggest biomass in these wetland ecosystems.

Our mission is: Protect and Conserve Ontario’s Native Turtles and their Habitat

We treat, rehabilitate, and release injured turtles but we also perform extensive research on conservation initiatives. We offer a comprehensive education and outreach program. And we increase awareness of the challenges facing Ontario’s turtles to inspire individuals to act to help.

This hospital is one of the few wildlife hospitals Accredited by the College of Veterinarians of Ontario (CVO). Seven of the eight species of Ontario’s turtles are now listed as species at risk provincially, and eight of eight federally. Injuries to turtles from automobiles, boats, fish hooks, dogs, and humans, are second only to habitat destruction, as a cause for many of the species’ decline.

Under the leadership of Executive Director Dr. Sue Carstairs, Medical Director for the Turtle Hospital is OTCC is supported by a provincewide network of veterinarians, private clinics and other wildlife centres which help get injured or sick turtles immediate care while transport is being arranged to OTCC. Most turtles are transported by a Volunteer Turtle Taxi force of more than 800 drivers.

Field Work at the OTCC

The Ontario Turtle Conservation Centre has been conducting field work since 2012, as yet another arm to our conservation programming. Now, our main project is a long-term study to follow a group of ‘headstarted’ juvenile Blanding’s turtles alongside a group of comparable wild-hatched juvenile Blanding’s. This study is made possible by a grant from the Species at Risk Stewardship Fund, as well as the Echo Foundation and Helen McRae Peacock Foundation.

Outreach & Education

Education is a key to conservation. One person CAN make a difference, whatever their age. After all, OTCC started due to the efforts of a few children who took action. Our education program continues to grow, fostering awareness and direct conservation action to protect our at-risk turtle populations and their wetland habitats. Fully 100 percent of participants in our programs say they were inspired to take conservation action, including helping to move turtles from danger so they aren’t injured in the first place.

Hatchling Program

Our hatchling program came about as a natural extension of the hospital. Since half the admitted turtles are females and many are carrying eggs, we wanted to make sure that these eggs were not lost. The turtles take a long time to recover, and so are not able to be released in time to continue laying their eggs in the wild. As a result, we collect the eggs (we actually induce them the same way that humans are induced!), Incubate, and hatch them at the centre. This allows these babies to be released back into the mother’s wetland. We collect approximately 3-5000 eggs per year. Approximately 65 percent hatch successfully, and are either released the same season, or kept over winter and released in the spring.

Ontario Turtle Conservation Centre (OTCC) is a registered charity which relies on public donations to aid in the conservation of Ontario's native turtles.

A unique facility - the only CVO (College of Veterinarians of Ontario) accredited wild turtle hospital, in Canada.

All 8 of Ontario's turtle species are considered ‘at-risk’ federally.

OTCC carries out a multi-pronged approach to conservation via operation of a turtle hospital for injured or ill turtles from across Canada (approximately 1500 admitted from across Ontario each year), a hatchling program (via eggs retrieved from injured females - incubates about 5,000 per season), field studies to show that the turtles are surviving and thriving in the wild post-release, and a comprehensive education program for all demographics.

We are in the process of planning a move to a new 10,000 sq. ft. purposebuilt facility, which would enable more public engagement. We envision it being a tourist destination.

Charitable Purposes and Estate Donations

BY MALCOLM BURROWS

Estate planning is an exercise in time travel. It is impossible to predict the future, especially when the time gap between planning and death is often decades. Fast forward 25 years, a charity may not exist when the estate is distributed.

Charity law identified this problem and a solution to it over 500 years ago. The solution is the charitable purpose in a charitable trust. In trust law there are “object trusts” that name people or organizations as beneficiaries. By contrast, a “purpose trust” names the objectives, not charities.

Purpose over charity

The charitable purpose is more important than any single charity. For example, the purpose could be animal welfare, with a particular focus on the rescue and rehabilitation of wild animal in rural Ontario. Several good small charities do this work now, but it is unclear if they will exist in the future — or what new charities will take their place. With a charitable purpose the animals are the focus, not the individual charities that exist to help them. A purpose seeks to address the underlying goal, regardless of the charity doing the work. In most cases, purposes that are in place over many years will likely be carried out by different charities.

A good example of a successful use of charitable purposes is the J.P. Bickell Foundation, a Toronto-based private foundation established in 1953. (Scotiatrust is the sole trustee.) The Foundation has a purpose to make 35 percent of its annual grants to Ontario

charities at the discretion of the trustee. About 85 percent of the charities that the J.P. Bickell Foundation currently supports were not in existence 70 years ago. Indeed, many of the needs did not exist in the 1950s, either. Flexible charitable purposes help to ensure ongoing relevance and impact.

established, but it is less well suited for the donor who has multiple interests or a passion for small charities. Charities close, struggle and change mission. What seems like the right charity today may not be 25 years.

Public foundations

For larger estate donations, the most effective way to support one or more charitable causes is by working with a public foundation to establish a legacy fund to support your charitable purposes. The recipient of the estate donation will be to the foundation that hold your fund, not to an individual small charity. This ensures your gift does not fail, which avoids future legal delays and costs.

Don’t name that charity

In the estate planning process, most people don’t think in terms of charitable purposes. They think in terms of individual charities, just like they do with their lifetime giving. They feel compelled to “name that charity” to complete their will. I am frequently asked “what are good charities that do x, y or z?.” This is often the wrong question. And it mistakes lifetime giving with estate donations, which are usually much higher value. The “name that charity” strategy may make sense if the planned estate donation is modest or a charity is large and well

Admittedly, creating a fund with a charitable purpose requires a lot of trust in the public foundation that holds your fund. The foundation will be interpreting your wishes in the future and funding charities on your behalf. Not every public foundation has the policies or capacity to manage funds with charitable purposes. The wise donor will ask the foundation how decisions are made, and grant recipients are identified.

A legacy fund with a charitable purpose addresses the time travel conundrum. It bridges the gap between donor intentions today and community impact tomorrow.

MALCOLM BURROWS is a philanthropic advisor with 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation.

A LEGACY FUND… BRIDGES THE GAP BETWEEN DONOR INTENTIONS TODAY AND COMMUNITY IMPACT TOMORROW.