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THE GLOBE AND MAIL TUESDAY, NOVEMBER 15, 2016 SECTION AFP Canadians’giving spirit

enerosity is at the heart of all “The whole idea of National ABOUT In Canada, AFP has 21 chapters from social change, and on Novem- coast to coast and 3,800 members, ber 15, fundraisers are putting Philanthropy Day is for all of them currently preparing for G National Philanthropy Day (NPD) is being celebrated in many communities the spotlight on the importance of our chapters to celebrate National Philanthropy Day. One mea- giving – and asking. regional volunteers across North America, including every major metropolitan area in Canada. sure of the organization’s success is The Association of Fundraising As the main sponsor of NPD, the Association of Fundraising Professionals that the federal government officially Professionals’ (AFP) 30th annual Na- and philanthropists, (AFP) takes this opportunity to acknowledge the generosity and dedication recognized the once-grassroots event tional Philanthropy Day promises to both individuals and of the many Canadians who have made a contribution. in 2012, setting a new model for other be an exciting one, with events held corporations.” countries to emulate. “The whole across the country. Speakers in the Check out the NPD website – www.npdlove.com – or connect with your idea of National Philanthropy Day is east include Ottawa-based CBC TV Leah Eustace local AFP chapter (www.afpnet.org) to learn how you can join in. to celebrate regional volunteers and host Lucy van Oldenbarneveld, who is is chair of the AFP Foundation for philanthropists, both individuals and waging a battle against breast cancer. Philanthropy – Canada organizations,” says Ms. Eustace. Dr. Samantha Nutt, co-founder and ex- philanthropicp spirit that is in all of us, so wisely to charitable causes across the “Companies like Telus, Bell Canada ecutive director of War Child Canada, tthath the term ‘giving back’ is a constant country. and The Calgary Herald have been will be one of the keynote speakers iimpulse,”m says Leah Eustace, chair of All this is in keeping with AFP’s recognized internationally for their for western audiences. ttheh AFP Foundation for Philanthropy mandate, established in 1960, to ad- philanthropy.” But if AFP wants a single mes- – Canada. vance ethical and effective philan- Spirit, Page AFP 5 sage to be taken home from all the As the philanthropic arm of AFP, thropy. As the world’s largest network activities, it’s that philanthropy goes ttheh AFP Foundation for Philanthropy – of fundraisers, AFP works with chari- This content was produced by Randall far beyond responding to emergen- CaCanada supports many programs and ties, donors, volunteers and others to Anthony Communications, in partnership cies and disasters. “Of course we servicese designed to help fundraisers help change the world – its 33,000 with The Globe and Mail’s advertising department. The Globe’s editorial encourage Canadians to help in times bettere reach out to donors and encour- members raising more than $115-bil- department was not involved in its creation. of crisis, but we also want to foster the agege Canadians to give effectively and lion annually.

82% $12.8-billion28 $5.2-billion $1.7-billion $1.6-billion 66% 48% of Canadians made financial The total amount donated by Canadians (41%) went to (13%) went to (12%) went to of Canadians of Canadians donations to a charitable or to charitable or non-profit organizations RELIGIOUS HEALTH-RELATED SOCIAL aged 15 to 19 did aged 35 to 44 did non-profit organization between 2010 and 2013 (an increase of 14%) organizations organizations SERVICES volunteer work volunteer work

A 2013 Statistics Canada survey provides a snapshot on Canadians’ volunteer activities and giving. The General Social Survey gathers data on six themes. SOURCE: STATCAN.GC.CA

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INSIDE ROM accessibility AFP’s Philanthropist Next generation New rink celebrates initiatives of the Year of fundraisers U of S alumnus AFP 4 AFP 6 AFP 7 AFP 9

PHILANTHROPY Association of Fundraising Professionals (AFP) AWARDS Greater Toronto Chapter will congratulate its 2016 PHILANTHROPY AWARD RECIPIENTS 2016 onWednesday,November23,2016. Celebrating Our Champions

PETER & MELANIE MUNK MOVEMBER FOUNDATION VALERIE & ANDY PRINGLE HSBC BANK CANADA Outstanding Philanthropists Outstanding Foundation Outstanding Volunteers Outstanding Corporation

SUSAN HORVATH, CFRE NEW CIRCLES Outstanding Youth in Philanthropy Outstanding Fundraising COMMUNITY SERVICES Professional The Mo Davies Award for Excellence in Fundraising by a Small Organization

AFP is an international association of more than 32,000 members working together to advance philanthropy and ethical fundraising through education, advocacy and research. www.afptoronto.org AFP 2 • SPONSOR CONTENT THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016

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OPINION Collaboration builds capacity for change in our communities

Through these conversations, I cent of Canadians living in poverty, we facilitate continued dialogue between of improving lives and building better have come to realize the power of must maximize our efforts by working the non-profit sector and government, communities for everyone. When United Way. Of what it means to be a together to address these key issues. business and community leaders as we we work together, we leave no one movement for social change. And I am A key example of this collective strat- work together toward this goal. behind. reminded of the great value of collabo- egy in action can be found in the Na- Collaboration also manifests itself Indeed, the value of this work is evi- ration – between government, labour, tional Housing Collaborative, in which every day at the local level. When we, denced in very human ways. We see non-profits, philanthropists, business United Way has been a key participant. as Canadians, come together to invest it in the renewed energy of a widow Dr. Jacline Nyman, and all Canadians – in creating the best United in the belief that all Canadians in creating the conditions for social who accesses a seniors’ program that living conditions possible for all of us. should have access to affordable and change, everyone benefits. Creating connects to her community. In the President & CEO of I have learned how we can multiply adequate housing, this group of stake- a great country starts with each of us, strength of a young woman who is United Way Centraide Canada our efforts by working together, and holders from across the housing system and our work towards a common goal lifted out of homelessness and into a how we can innovate to build our col- – public, private and non-profit – have meaningful job. In the growing confi- s president & CEO of United lective capacity to change lives in our come together to develop transforma- ABOUT dence of a child who gains new skills Way Centraide Canada, I have communities. tive and innovative policy solutions to thanks to a local music program. And Athe tremendous privilege of As our federal government moves to- Canada’s housing problem. Priority populations supported in the restored hope of a man who speaking with non-profit leaders across ward growing the middle class through The group pooled resources toward by United Way Centraide: leaves addiction in the past to plan for our country every day. I hear about ambitious social change, such as a Na- the achievement of one common goal a bright future. the issues facing our communities – tional Poverty Reduction Strategy, this – changing the landscape for the 3.3 mil- • Homeless people And so, no matter what issue faces poverty, youth unemployment, a lack commitment to collaboration between lion Canadians who cannot access hous- • Single parents us, what sector of the economy we of affordable housing. And I know that Canadians, their government, and the ing they need at a cost they can afford. • People with disabilities represent, or what community across these big issues affect us all, from coast corporate and non-profit organiza- Speaking with one voice has allowed for • Aboriginal people Canada we live in, one thing is for to coast to coast, in each local city, town tions that serve them is critical to our more coherent and comprehensive re- • New immigrants certain. Together, we can ignite social and neighbourhood. nation’s success. With close to 15 per search and policy development, and will change. Together, we are possibility.

THE RIPPLE REFUGEE PROJECT Making a difference, one family at a time

ebecca Davies says the jour- easily be any one of us.” for an entire year,” she says. “On top of to help.” To that end, the veteran first Canadian baby into the world,” ney of sponsoring and settling Ms. Davies (who credits her first job that, there’s also arranging their health fundraiser and the Ripple group are says Ms. Davies. “This is what it’s all R a family of Syrian refugees is in fundraising at Toronto’s Women’s care, finding them a home, furnishing chronicling through their blog the about: new beginnings.” logistically daunting, extremely time- College Hospital for triggering her it, helping them become employable myriad steps necessary to qualify as a Ms. Davies, meanwhile, will contin- consuming, downright exhausting altruistic streak) and her friends lost and proficient in English, and ensuring refugee sponsor, to guide those willing ue settling families in grave humanitar- – and profoundly uplifting. no time going through the process to they have a budget they can live on.” and able to make the commitment. ian need: “Canada is the only country A fundraiser by profession and a qualify under Canada’s Private Spon- Raising funds was crucial to their As for the Abdallahs, they are antici- in the world to have this wonderful passionate advocate for giving back, sorship of Refugees Program. “We success, and while an email campaign pating a special arrival this Christmas. private sponsorship model. How can Toronto-based Ms. Davies and 16 other formed Ripple because you need to yielded impressive results, Ms. Davies “In December, they’ll welcome their I not respond?” concerned private citizens form The be a five-member group at minimum singles out University Health Network Ripple Refugee Project. With a fund- with a fiduciary duty to help a family emergency doctors for kickstarting raising drive that initially netted over the cause with more than $40,000 in TORONTO FOUNDATION $40,000, they welcomed the eight- personal donations. member Abdallah family to Canada in By the time Lifeline Syria phoned December 2015. the group in September 2015 saying Foundation expands issue- Todate, Ripple has raised more than it had a family in desperate need of $120,000, and the group has applied a home, Ms. Davies and her friends to sponsor at least three other families had spent months preparing. And focused philanthropy from the war-torn region. when the Abdallahs finally appeared In her former capacity as fundrais- at the arrivals gate at Toronto Pear- he non-profit sector recognizes it with that of other donors and see ing director for MSF/Doctors Without son International Airport, “I blew the needs to keep pace with the aspi- your gift dispersed among a number Borders Canada, Ms. Davies has wit- grandmother a kiss, and she blew one T rations of its donors. For Toronto of organizations that are addressing nessed first-hand the turmoil in Syria. back,” Ms. Davies recalls. “It was an Foundation, that means responding those issues.” “At the Syrian border, I saw a woman extraordinary moment of connection.” to the desire of growing numbers of Patrons can set up various types whose leg was being amputated The Ripple Refugee Project’s Ms. Davies is equally humbled by philanthropists to see their charitable of funds to support a wide range of just 90 minutes after her house was Rebecca Davies (right) welcomes the fact that her story is hardly unique: gifts help address complex community causes. For example, on October 13, shelled,” she recalls. “I felt outrage, the Abdallah family to Canada. “There are hundreds of groups like us, challenges. 2016, Gord Downie of the Tragical- and a strong sense that she could SUPPLIED and thousands of Canadians eager More donors want to be ‘city-build- ly Hip and his partners set up The ers’ who feel confident their gifts will Gord Downie & Chanie Wenjack Fund BY THE deliver real impact for their communi- through the Toronto Foundation. This NUMBERS ties, says Sharon Avery, president and fund is to support efforts to enhance CEO of Toronto Foundation, one of relationships between indigenous and 191 community foundations operating non-indigenous peoples in Canada. 5,148 across Canada. The organization has The Vital Toronto Fund is the orga- Public taken steps to expand opportunities for nization’s community endowment, foundations in a relatively new type of strategic giving which is focused on tackling the city’s Canada in 2015 known as issue-focused philanthropy. most pressing issues. Much of the infor- “We’re finding that philanthropists mation to guide community solutions increasingly want to go beyond a one- comes from the annual Toronto’s Vital 5,376 off donation to a single organization,” Signs Report, containing data on key Private says Ms. Avery. “They want to be en- economic, social and other metrics of foundations gaged in solving challenging problems quality of life. in our city – problems that are being “Take the issue of child poverty in tackled by multiple stakeholders across Toronto, which has hovered around 25 75,727 the community.” to 30 per cent for the last 20 years. How Charitable Community foundations pool phil- do we move the needle on this issue organizations anthropic dollars and facilitate chari- when it is related to many different fac- table donations to benefit their cities. tors and no single institution can solve Toronto Foundation manages more it?” she asks. $27- than 500 individual, family and orga- “Research shows that housing is the billion nizational funds, with assets valued at number one catalyst out of poverty. At Public more than $400-million. In 2015-16, it the same time, we see that the wait foundation distributed $14.4-million to more than list for affordable housing in the city assets in 2014 800 charitable organizations. is increasing. This kind of knowledge “Our foundation is a great option for is one example that helps us to come donors who want to support change together to develop solutions with $34.5- around community issues,” she says. impact – and to raise the bar for civic billion “Through us, you can pool your money engagement and city-building.” Private foundation assets $3.9- billion Public foundation grants in 2014

Source: Philanthropic Foundations Canada Sharon Avery (left), president and CEO of Toronto Foundation, in conversa- tion with philanthropist Claire Duboc and Toronto Life editor Sarah Fulford on Toronto’s Vital Signs and the role for philanthropy in city-building. SUPPLIED

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www.operationsmile.ca/globe afpnet.org/AFPCanada VISIONARY LEADERS SEE POSSIBILITY PETERANDMELANIEMUNKAREAFP’S OUTSTANDING PHILANTHROPISTS FOR 2016

Wheresomeperceiveonlyobstacles,visionaryphilanthropistsrecognize possibility.PeterandMelanieMunk’svision,commitmentandgenerosity havemadethePeterMunkCardiacCentreandtheMunkSchoolofGlobal Affairs a reality. These world-renowned centres promote the excellence and innovationinhealthcare,highereducationandpublicpolicythatarecritical towell-being,prosperityandqualityoflifeinCanadaandacrosstheglobe.

Since1992,PeterandMelaniehavecontributedmorethan$180million to charities and public institutions in Canada and abroad, establishing them among the country’s most generous philanthropists.

TorontoGeneral&WesternHospitalFoundationandtheUniversityofToronto aredelightedtocongratulatePeterandMelanieMunkas2016recipients oftheOutstandingPhilanthropistAwardfromtheGreaterTorontoChapterof the Association of Fundraising Professionals (AFP). AFP 4 • SPONSOR CONTENT THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016

NATIONAL PHILANTHROPY DAY

ADAPTATION Technology is a growth sector in the giving community

t takes a lot of generous souls to support philanthropic organiza- Itions and the good work they do. These days, in the age of ubiquitous Internet, social media and mobile communications, it also takes the right technology. “A lot of people think that charities today are still roll-up-your-sleeves, “As more people choose not very sophisticated operations,” says Mark Banbury, chief information to engage online and and constituent services officer at on their mobile devices, the Heart and Stroke Foundation of charities need to adapt Canada. “But given the highly com- petitive landscape for charities, it’s accordingly.” very important for organizations to dif- ferentiate themselves and to find ways Mark Banbury to work more efficiently. Technology is chief information and helps us do that.” constituent services officer at the Technology has certainly become Heart and Stroke Foundation of an integral part of life for most Ca- Canada nadians. According to data analytics firm comScore Inc., Canadians are the most prolific and engaged Internet users in the world, on average visit- ing 80 sites and spending more than 36 hours online each month. A large percentage of that time is spent on social networking platforms such as Facebook, Instagram and Twitter. Canadians are also increasingly using technology on the go. Recent numbers from the Canadian Radio- With highly targeted television and Telecommunications fundraising, charities can Commission point to Canadians’ Website and mobile technology are key to help manage over 20,000 walkers, runners and riders in the annual growing reliance on mobile commu- even run smaller and Becel Heart&Stroke Ride for Heart event. SUPPLIED nications, with close to 70 per cent potentially more cost- equipped with a smartphone and tionship management software to ag- that an individual has a capacity to do potentially more cost-effective but almost half owning a tablet computer. effective but high-yielding gregate information about donors and something, whether that’s giving or high-yielding campaigns, says Mr. For charities and fundraisers, this campaigns volunteers. Today, however, advances volunteering.” McDearis. all translates to greater opportunities in data analytics make it possible to As an example of how predictive Mr. Banbury says integrating tech- to reach and move their target audi- Kevin McDearis parse this information to uncover data analytics can advance fundraising, nology into virtually every critical func- ences to action. is executive vice president, details that can help finetune fundrais- Mr. McDearis points to a non-profit tion at the Heart and Stroke Founda- “Technology really is the growth product management, research, ing efforts. organization that upgraded recently tion – from fundraising and payment sector within giving,” says Kevin delivery and operations at At Blackbaud, for instance, propri- to Blackbaud’s Raiser’s Edge NXT soft- processing to health promotion and McDearis, executive vice president, Blackbaud Inc. etary social science algorithms allow ware, which has predictive capabilities. community engagement – has helped product management, research, de- charities to understand the wealth and “Within 10 minutes of logging into the organization manage its opera- livery and operations at Blackbaud giving capacity of donors, and what the system, the non-profit identified tions and campaigns more efficiently Inc., a Charleston, S.C., provider of type of causes they care about. about 1,000 people who had a higher and, ultimately, advance its mission. software and services for the global “So you can use that intelligence likelihood of giving $1,000 more than “Charities today have to be savvy philanthropic community. “In fact, it is to identify which donors to contact at they ask, so they contacted all of them in connecting with their constituents,” growing much faster than the offline, specific times,” says Mr. McDearis. “It’s and collected donations that added up he says. “As more people choose to more traditional methods of giving.” really about trying to build in a level to $1-million,” says Mr. McDearis. engage online and on their mobile Most philanthropic organizations of predictive monitoring and helping With highly targeted fundraising, devices, charities need to adapt ac- have, for years, used customer rela- charities understand in the moment charities can even run smaller and cordingly.”

ROYAL ONTARIO MUSEUM Donors boost ROM accessibility initiatives

ow do we include more sensory at the Royal Ontario Museum (ROM). “Donor support is vital to our work at pieces of the planet Mars to Boys and of people excited about the work.” experiences in a museum? How With operating budgets covering only the ROM – it helps us deliver things that Girls Clubs across the city, 3-D printing Clearly the motivation is there for Hcan we bring programs and ex- the basics, answers to these fun ques- are a bit out there, or take a step that’s parts of a whale to show what one feels artists and other creators, but then hibitions alive for everyone? These are tions usually start with a generous gift a little risky,” she explains. “Without it, like, and including a bustling market- you’d expect these visionary types to questions Cheryl Blackman loves ask- from a donor who’s equally passionate we are limited.” place in the Pompeii exhibit. be on board with any challenge to the ing in her audience-development role about accessibility initiatives. ‘Out there’ might include taking “Suddenly an exhibition like Pom- norm. However, are these passions peii comes alive in a way that people rippling out to the wider community don’t anticipate. This wouldn’t have and to potential donors? Or is there happened had we not already been still a lingering idea that government thinking about making the experience grants should widen the doorways? as inclusive as possible. Having a donor It’s a concern that Ms. Blackman takes for the accessibility part means we can very seriously. actually create a range of elements, “Attitudes are changing, but we still which in fact become a family space, need the conversation to continue. an accessible space, a try-on space,” We – the ROM, artists, donors and says Ms. Blackman. corporate partners – have to be agents Inclusive designs take accessibility of change. beyond the goal of meeting standard “It’s our job to show how this con- requirements, and instead bring new versation is in fact tied to all the aspira- kinds of energy to the relationship tions that someone might have for between artists and all audiences. funding a project,” she adds. “It’s such “It’s new ground, even for artists an important role and something a and people who are developing ex- prospective donor should really feel hibitions – how not to compromise proud about, the way that their support their work, but still make it acces- allows us to engage with the diverse sible,” says Ms. Blackman. “In fact, communities and execute projects that we’re aiming to get a broader range are going to have the greatest impact.”

We need city-building philanthropists to help us create a resilient city. Start a charitable Fund and help Toronto grow strong.

Top, many Syrian newcomers toured ROM as part of an initiative between ROM and Ahlan Canada. Bottom, up close and personal with with a dinosaur, futalognkosaurus, near the Michael-Lee Chin visitor entrance. SUPPLIED THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016 SPONSOR CONTENT • AFP 5

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POLICY Donors drive innovation in health-care systems

arbara Grantham, CEO of VGH Grantham. “It’s just a change in how & UBC Hospital Foundation, has health authorities deliver care. But B worked in the philanthropic sec- without those funds, it would take a tor for over 20 years. In that time, she’s very long time for the taxpayer-funded noticed a major shift in the expecta- system to enable that kind of change.” tions and roles of major-gift donors. Great ideas are born all the time, “It used to be people cut a cheque from the direct experiences of nurses and got on with their day,” says and doctors or from the experiences Ms. Grantham. That money might of patients and their families. But have purchased useful diagnostic with governments challenged to find equipment, built surgical theatres or money for unproven methods, those stocked a neonatal unit to the hilt. All ideas and experiences tend to stay good stuff, of course, but low on time anecdotal. Philanthropists can provide commitment. that breathing room to try, without “Now, donors are keenly aware of putting the current model at risk. the broader public policy challenges And despite everyone’s belief that a facing the health-care system in this better style of care is possible, exactly country. They want to take part in what that might be is tough to specify. helping the system become more It often boils down to a feeling that nimble, more adaptable and more something could have gone better. innovative,” she says. “Major-gift donors are looking for Here’s an example: Traditionally, charitable organizations willing to decisions in Canadian hospitals happen Working through the VGH & UBC Hospital Foundation, a donor enabled the development of a new nursing have those very thoughtful, interesting hierarchically, with suggestions slowly model. SUPPLIED conversations with them,” says Ms. passing up and down the chain of com- Grantham. “And VGH & UBC Hospital mand before making it into action on Designing, executing and assessing a involved throughout discussions, even- and safer discharge, and higher levels Foundation is certainly willing to walk the ward. A British program, Releasing new process to provincial satisfaction tually paying for the project to pilot in of patient and employee satisfaction, that road with them, to find those so- Time to Care, tried empowering nurses took nearly two years. This donor 15 B.C. sites. Two years later, this model, has become the new standard. lutions that meet their goals and give at the unit level to improve efficiency. family, explains Ms. Grantham, stayed which showed fewer patient falls, faster “It’s not bright and shiny,” says Ms. better options to everyone.” Changes were minor – stocking certain supplies closer to beds – but greatly increased the time nurses could spend with each patient. Canadian administrators and nurses tried the concept, but provincial fund- ing covers the system as-is. It doesn’t stretch far enough to cover trial and er- ror. Here’s where a major-gift giver with patience and foresight was essential. Help your clients The VGH & UBC Hospital Founda- tion, which raises money for Vancouver Coastal Health, had many conversa- tions with a potential donor who also believed strongly in giving nurses leave their mark more one-on-one time with patients.

FROM AFP 1 TheMackenzieCharitableGivingProgramisa Spirit: convenient solution that enhances your value and helps your clients incorporate charitable Agents for giving into their financial plans. social change

She adds, “What is especially fulfill- ing to me is the celebration of young volunteers: they really are the back- bone of the philanthropy community, and they tend to inspire adults, who are already inclined to give back, to do even more for their community.” Derek Fraser, Calgary-based presi- dent of iDophilanthropy and co-found- er of Purpose Philanthropy, agrees. “As we work toward the November 15 cel- ebrations, I’m impressed yet again by the countless children and youth who exhibit the philanthropic spirit, whether it’s volunteer work or fundraising for charity,” he says. “Young people love to see something and try to fix it, and that’s infectious.” That’s why Mr. Fraser is especially interested in this year’s We Are the Future Conference. “The event is organized by a past recipient of the Youth Philanthropist Award, and it’s our way of reaching out to those at the senior high school and university level,” he explains. “It’s the perfect accompaniment to events such as Generosity of Spirit, which will hon- our seven individuals and businesses that have demonstrated outstanding philanthropy in our community.” However, even though AFP seeks to encourage the low-key, constant flow of altruism that is the lifeblood of any healthy community, Mr. Fraser doesn’t want to ignore the spectacular examples of giving back that inevitably occur during times of crisis. “Alberta has had its fair share of disasters of late, as anyone in Fort McMurray can attest,” he says. Indeed, the wildfire that destroyed 590,000 hectares of land, razed 2,400 buildings and caused the evacuation of 90,000 residents in May of this year also brought out the best in people, from those who sheltered the displaced in their own homes to busi- nesses that provided free prescriptions, food and furniture (reportedly, over $67-million was donated to the Red Cross alone). Mr. Fraser cites another crisis that continues to involve Canada. “As ev- eryone knows, the events in Syria have displaced thousands of families, and since Ottawa has increased the num- ber of privately sponsored refugees into our country, it’s well within our capabilities to step up to the plate and ChâteaudeHautefort–Hautefort,France help them start new lives,” he says. Even though she’s focused on the buildup to National Philanthropy Day, Ms. Eustace touches on another topic that AFP wants the public to know: fun- mackenzieinvestments.com/giving draisers are committed to connecting donors to causes. She explains “Fun- draisers are agents of social change – the engine that drives philanthropy. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the We are committed to helping donors prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. make a difference and see their money used ethically and effectively. Mackenzie developed the Mackenzie Charitable Giving Fund program with the Strategic Charitable Giving Foundation, a registered Canadian “This elaborate network of donors, charity. Donations under the program are irrevocable and vest with the Foundation. The information is general in nature and is not intended to volunteers, causes and fundraisers is the core of Canadian philanthropy. be professional tax advice. Each donor’s situation is unique and advice should be received from a financial advisor. Please read the program guide It’s what we celebrate on National for complete program details, including fees and expenses, before donating. Philanthropy Day, November 15 and I encourage everyone to get involved.” AFP 6 • SPONSOR CONTENT THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016

NATIONAL PHILANTHROPY DAY

PETER AND MELANIE MUNK Visionary philanthropists boost Canada’s role on the world stage Peter and Melanie Munk’s transformative giving demonstrates their passion for higher learning and health-care excellence

eter Munk and his wife Melanie in the world, focusing on excellence in share a bold vision for Canada’s clinical care, research, innovation and P evolving role in the world – one teaching. The state-of-the-art facility of the nation playing a more promi- has eight dedicated operating rooms, nent role in global affairs, influencing six imaging units (CT and MRI) and issues like innovation and cyber secu- six cardiac catheterization labs. The rity while also pushing new frontiers PMCC’s 2015 statistics – more than in health care. 2,000 cardiovascular and vascular True to form, the Munks don’t just surgeries, over 7,800 interventional dream big. As two of the country’s procedures, 25 heart transplants and foremost philanthropists, they are 34 left ventricular assist devices, or well known for backing important mechanical heart supports – make causes. it a high-volume centre that cares for Their support for the University of patients with the most complex car- Toronto (U of T) and the University diovascular disease in North America. Health Network (UHN) helped create “Peter’s tenacity and focus and world-renowned Canadian centres of his drive to innovate are reflected in excellence in global affairs and car- the way the PMCC operates,” says diovascular care. These are just two Dr. Rubin. “Philanthropic leadership examples of how the Munks’ financial from Peter and Melanie has propelled support and influence have not only the centre onto the world stage, enriched Toronto, but also the nation and has enabled our clinicians and and the world. researchers to have a meaningful Already the recipients of numer- impact on cardiovascular care around ous awards for their philanthropic the globe.” work, the couple recently won the That leadership is also evident in Outstanding Philanthropist Award the Munks’ support for U of T and from the Greater Toronto Chapter of their passionate belief that young the Association of Fundraising Profes- Canadians need to be global citizens sionals (AFP). and the country needs to play a more Since 1992, Peter and Melanie have significant role internationally. contributed more than $180-million The Munks’ generosity to U of T to charities and public institutions in exceeds $51-million, including a land- Canada and abroad, establishing them mark donation in 2010 of $35-mil- among the country’s most generous lion – the largest single gift from an philanthropists. individual in the university’s history at Keenly interested in international the time – to create the Munk School affairs and health care, Mr. Munk says, of Global Affairs. Made in the wake “Philanthropy is the perfect way to of the economic crisis of 2008, the achieve all the things that I find are donation was a decisive gesture that critical, paying back to a country that signalled the return of visionary phi- has given me all.” lanthropy in Canada. He traces his philanthropic inspira- “At the Munk School of Global tion to 1947 when he arrived in Canada Affairs, students learn from the best as a young man, having fled to Swit- scholars and policy experts how to zerland from Hungary when the Nazis shape and enlarge Canada’s unique invaded in 1944. At the time, he spoke role in the world,” says Professor neither English nor French and did not Stephen Toope, director of the Munk know anyone. But he soon discovered School of Global Affairs. “Our leading- none of that mattered. edge research helps Canadians navi- “This is a country that does not ask gate worldwide issues that affect our about your origins, it only concerns lives – from innovation policy to the itself with your destiny,” he says. role of global cities.” A year later, in 1948, Mr. Munk But the school was not the Munks’ began his long relationship with U of first contribution to nurturing Cana- T when he enrolled to study electri- da’s broader worldview. In 1997, the cal engineering at the university’s Munk Foundation donated $6.4-mil- post-war campus in Ajax. He later lion to the U of T to start the Munk transferred to the St. George campus Centre for International Studies, which and graduated in 1952. established the university as Canada’s While he may have built Barrick leading hub for the interdisciplinary Gold, the world’s largest gold mining examination of global issues. company, in many ways Mr. Munk’s The Munk Centre became the Munk heart has remained anchored to his School of Global Affairs, which offers time as a student in Toronto. an integrated academic and profes- “‘U of T is what made me a Canadi- sional graduate degree, the Master of an.’ This is how Peter Munk describes Global Affairs. his affinity to his alma mater. I could The Munks are also the driving not imagine a more poetic accolade,” force behind the Munk Debates, one says Professor Meric Gertler, president of the world’s most prestigious public of U of T. “Peter’s entrepreneurial Top, the Munks made a landmark donation of $35-million in 2010 to create the Munk School of Global Affairs. debating forums. The debates, which spirit and commitment to excellence Below, a surgical procedure takes place in an operating room at the Peter Munk Cardiac Centre (PMCC). The Peter take place in Toronto, have elevated exemplify what we stand for as a uni- and Melanie Munk Charitable Foundation has contributed more than $75-million to support PMCC. SUPPLIED public discourse on critical issues versity, and we are immensely proud such as the global refugee crisis, state of everything he has accomplished as “Philanthropy is the perfect As a visionary, Mr. Munk has always The Innovation Fund functions like surveillance, the future of Europe, one of our graduates.” appreciated the value of innovative a medical version of CBC’s popular religion in the public sphere and cli- The Munks have also given back to way to achieve all the foresight, so when PMCC medical Dragons’ Den, a reality show where mate change. Canada through their ongoing sup- things that I find are critical, director Dr. Barry Rubin proposed ideas are pitched to a panel of venture U of T chancellor Michael Wilson port for UHN. the idea of an Innovation Fund that capitalists. Similarly, Innovation Fund says the couple has set the bar for phi- To date, the Peter and Melanie paying back to a country would offer financial support to evalu- proposals are reviewed and funds lanthropy in Canada. “Generations of Munk Charitable Foundation has con- that has given me all.” ate new ways of providing care, the granted quarterly by a committee Munk School of Global Affairs experts tributed more than $75-million to Munks immediately supported the comprised of 14 clinicians and busi- will speak for Canada on the world support the Peter Munk Cardiac Centre Peter Munk idea with a generous donation and ness leaders. stage, and I can think of no greater (PMCC) and its award-winning staff encouraged other like-minded phi- The PMCC houses one of the largest tribute to a couple who care so deeply at UHN. lanthropists to do the same. multidisciplinary programs of its kind about the future of this country.”

OPINION The fundraising sector is committed to improving donors’ experience

Charities have been serving niversary in 2017, it’s a good time to the private and public sectors (63 and family, friends and coworkers for ideas celebrate everything that philanthropy 62 per cent, respectively). Public trust on which causes and organizations to our country for more than has helped to accomplish. It’s also a in Canadian charities has increased by support. a century, and Canadians moment to look at where the charitable six percentage points since the 2011 sur- There are areas in which charities have been helping one sector is now, the challenges our chari- vey, and large majorities also believe need to improve, too. It’s clear that the ties and our society face, and what it that charities act responsibly with the sector needs to be clearer with donors another (and people will take to continue to make an impact donations they receive and that they when communicating about program By Leah Eustace, around the world) for even on our world. are well managed. and administrative costs. And half of The success of Canada’s charities is These figures are incredibly impor- you indicate that charities are still ask- Chair of the AFP Foundation for longer. Generosity is the based on one thing: you. Your giving. tant for Canada’s charities because ing for money too often (though this Philanthropy – Canada hallmark of our country, Your volunteering. Your ideas. Your trust is the foundation on which phi- figure is down six percentage points and it all starts with you. involvement that makes our commu- lanthropy is built. Without your trust from previous studies), especially anada has an extraordinary tradi- nities and our country a better, fairer, and confidence in the sector, charities when it comes to telephone fundrais- tion of philanthropy, and is by more just and more humane place. cannot perform their missions. We ing and street canvassing. Cmany measures one of the most Philanthropy simply can’t occur with- are proud of this level of trust, but We are listening to you, and the charitable countries in the world. The out you getting involved. also know that the sector has to keep sector is committed to improving your World Giving Index, which looks at total So it’s critical that charities know working at it, continually showing that experience whenever you decide to giving, volunteering and how often a what you want – what matters to you. we are worthy of your gifts and com- make a gift to a charitable cause, be- citizen helped a stranger, ranked Cana- It’s one of the reasons the Association mitment. cause it matters what you think. You da in 2015 as the fourth most generous of Fundraising Professionals Founda- One key way we demonstrate our – the donor and volunteer – are the country, and we were ranked second tion for Philanthropy – Canada works trustworthiness is communicating heart of philanthropy. as recently as 2013. Canadians give with Ipsos Canada to publish a biannual to you about what we do with your Charities have been serving our nearly $13-billion in gifts and almost survey called What Canadian Donors money. A growing number of donors – country for more than a century, and two billion hours in volunteer time an- Want. Its goal is to see what you like now more than eight in 10 (83 per cent) Canadians have been helping one nually, according to Statistics Canada’s about charities and their fundraising, – say it is important that they receive another (and people around the world) most recent General Social Survey on how you want to be communicated information on how their donation has for even longer. Generosity is the hall- Giving, Volunteering and Participat- with, and what you want to accomplish made a difference. And close to half of mark of our country, and it all starts ing. It should come as no surprise that with your generosity. you (44 per cent) proactively seek out with you. As we celebrate National Canada was the first country in the From the results of the survey, what information about a cause or a charity, Philanthropy Day this year, and con- world to permanently recognize and stands out is your confidence in the and will often contact organizations template our country’s sesquicenten- celebrate National Philanthropy Day on sector, with almost three-quarters (73 on your own to make a gift. Most of nial next year, I want to thank you and November 15 of every year. per cent) of Canadians being very or you access charity information online look forward to even greater things As we near our country’s 150th an- somewhat confident – higher than (72 per cent), while one-third look to over the next 150 years. THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016 SPONSOR CONTENT • AFP 7

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MENTORSHIP Developing the next generation of fundraisers

he Association of Fundraising how new partnerships between profes- Professionals (AFP) Greater To- sional fundraising associations and T ronto Chapter recently created post-secondary programs can provide a new young professional position on this knowledge and training. its board of directors–areflection of Another imperative is to continue its desire to support young fundraisers to recruit representatives of different to prepare for leadership in an ever- ethnic and cultural groups to the fund- changing and dynamic sector. raising talent pool, in light of the grow- This new board member is Sarah “As emerging donor ing diversity of the donor community. Midanik, a Métis professional who is “As emerging donor groups begin passionate about building capacity groups begin investing investing in causes that matter most within the indigenous community. Ms. in causes that matter to them, they should be able to seek Midanik, the executive director of the most to them, they The current group of AFP’s Diversity and Inclusion Fellows are receiving guidance from fundraisers from within Native Women’s Resource Centre of customized training and mentorship in fundraising leadership and inclusion their own community. Having a diverse Toronto, is excited about her new role should be able to seek education. MOE LAVERTY fundraising force is really critical to the at AFP. guidance from fundraisers success of our sector.” “It is very important for charities from within their own and workshops on fundraising best planning and nurturing the next crop Dr. Mehta is co-chair of the Inclusive to engage with the next generation practices, as well as an overview of of fundraisers.” Giving Fellowship Program, run by the of fundraisers and properly provide community.” the state of the fundraising sector – “We have to prepare fundraisers AFP Foundation for Philanthropy – the supports, the mentorship and the today and tomorrow. with knowledge and experience in Canada, with the support of the Ontario resources to set up new fundraisers for Dr. Krishan Mehta Preparing emerging and mid-career both tried and true and emerging fun- government. The 70 Fellows who went success,” she says. “Role models are is co-chair of the Inclusive Giving fundraisers for leadership roles is an draising practices because the sector through the education and mentorship particularly important. We really want Fellowship Program important strategic focus for AFP is transforming in significant ways,” program came from various underrep- to facilitate connections between peo- Greater Toronto, according to the he adds. resented backgrounds. Ms. Midanik ple in the earlier stages of their careers president of the chapter, Krishan “Today’sfundraiser needs to know a was among them. and mentors who can guide them.” Mehta, who is a fundraiser at Ryerson lot more than how to solicit donations. “Going through the program has Professional development for fun- University. Charities are also looking for people helped us become ambassadors for draisers of all levels is a major focus “We’re developing a vision for who know how to manage volunteers, inclusion,” she says. “We are now able of the organization’s Congress 2016, the future of fundraising,” says Dr. collaborate with other charities, use to share many innovative ideas about to be held in Toronto from November Mehta. “Much of this work is based social media effectively and employ how to facilitate broader conversations 21 to 23, 2016. With the theme of on what we have been hearing from newer forms of giving, just to name a within our organizations and commu- “lead from where you stand,” the senior leaders in the sector, many of few,” according to Dr. Mehta. He adds nities, and fulfill our roles as change conference will include presentations whom are thinking about succession that the chapter is beginning to explore makers.” AFP 8 • SPONSOR CONTENT THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016

NATIONAL PHILANTHROPY DAY

SALVATION ARMY Building hope and a chance for a better life

ince its earliest inception, The making it not only one of the longest Salvation Army has provided running, but also the largest social S the basic necessities of life – service agency in Canada after the food, clothing and shelter – to those government, serving more than 1.9 struggling with hardship. Its founding million people last year. philosophy in fact was “Soap, soup, From Christmas hampers to job salvation” – in that order, said found- retraining and (increasingly) food er William Booth, since hungry people banks, these services are dependent can’t pay attention to salvation. “When people have hope on donations from citizens. Some The registered charity has been they have a chance for a are spur of the moment – coins operating in Canada for 134 years, dropped into red Christmas kettles better life.” or purchases at the local Sally Ann store. More and more, planned gifts OPERATION SMILE Lois Flemming – money designated for a future is territorial director of major donation, usually after death – are gifts and planned giving at The making a huge difference to strug- Salvation Army gling families. “Planned gifts are vitally important A Community and Family Services volunteer at a Salvation Army food to the work we do,” says Lois Flem- bank. SCOTT STREBLE ming, territorial director of major gifts and planned giving. “Last year, Leaving a bequest is easier than nor’s lifetime, and Ms. Flemming says for example, approximately 23 per most people realize, says Ms. Flem- even people with modest incomes cent of our annual charitable dona- ming. Everyone should have a will and can make significant donations since tion revenue came from legacy gifts. update it on a regular basis. Bequests planned gifts are often made from The majority of those were bequests can easily be changed or removed if people’s assets. For example, homes made in donors’ wills.” circumstances change during the do- purchased many years ago may yield greatly appreciated value once they Operation Smile is an internation- BURN FUND CENTRE are no longer needed. Supporters al humanitarian medical charity are increasingly bequesting securi- that provides free surgeries for ties rather than cash proceeds from children and young adults in de- their estates because securities gifted veloping countries who are born A home-away-from-home when it’s needed most directly to a charity are exempt from with cleft lip, palate or other facial capital gains tax. deformities. suites, a home-away-from-home for “The key is that your future gift is British Columbians who need to travel really going to create a brighter future In 2015, Operation Smile: to Vancouver for emergency medical for somebody,” says Ms. Flemming. • Provided more than 15,000 treatment due to burn and major “And the Army will use the funds surgeries; trauma injuries, patients in discharge wisely as it strives to operate its ser- • Conducted 161 medical missions transition or returning for follow-up vices in the most cost-effective way across 112 sites in 29 countries; treatment. possible.” Since opening earlier this year, the While the Army has expanded its • Had 73 per cent of its medical centre has maintained almost 100 per offering, the nature of its services is volunteers coming from low- to cent capacity. Some guests have only largely the same as it was a century middle-income countries; stayed a few days and others have ago. Regardless of how complicated • Continued to train, educate and stayed over a month. Another family or sophisticated our society becomes, empower local communities One of the suites for families who need to travel to Vancouver for emergency says, “Our family has been so fortu- basic needs remain the same: food, to build sustainable health-care medical treatment. SUPPLIED nate to have had the opportunity to shelter, clothing. And hope, adds Ms. systems; and stay at the Burn [Fund] Centre. These Flemming. here are no words for the ing from serious burns or trauma are beautiful accommodations made it “When people have hope, they • Benefited from 364,932 hours appreciation we carry in our admitted to the BC Professional Fire a comfortable and affordable stay to have a chance for a better life,” ex- of medical volunteer time. “T hearts for the Burn [Fund] Fighters’ Burn, Plastic and High Acuity give our family the love and support plains Ms. Flemming. Operation Smile is focused on de- Centre. Our son’s accident has been Unit at Vancouver General Hospital during a time of need.” “One of the comments made most livering immediate results today a life-changing event. We will never (VGH) or BC Children’s Hospital. The campaign to build the $13.1-mil- often by donors that were clients or and creating a lasting impact for forget your smiling faces.” This is just In March 2016, the Professional Fire lion centre began 10 years ago and knew a client is that the Salvation one entry in the visitor book at the Fighters’ Burn Fund opened the Burn was funded through the support Army never really gave up on them. tomorrow. Burn Fund Centre in Vancouver, British Fund Centre, conveniently located of Fire Fighter Locals from around It stayed and provided the support Visit www.operationsmile.ca to Columbia. a short drive from VGH and BC Chil- B.C., municipal and provincial govern- they needed to build that hope until learn more. Each year, more than 1,600 British dren’s Hospital. The centre provides ments, individual donors and corpo- they were strong enough to help Columbian adults and children suffer- eight short-term accommodation rate sponsors. themselves.” PHOTO: SIAN RICHARDS

SUSAN HORVATH PRESIDENT & CEO, ROM GOVERNORS AFP OUTSTANDING FUNDRAISING PROFESSIONAL What’s vital to Congratulations! our lives here in On behalf of the Royal Ontario Museum, congratulations toalltherecipientsofthe2016AssociationofFundraising British Columbia? Professionals Philanthropy Awards! Susan Horvath has been named Outstanding Fundraising Professional for the remarkable difference she has made through her 26 years of fundraising leadership in healthcare, education, research and social services. Thank you for giving Getting the best health care more Canadians the opportunity to enjoy transformational where and when we need it. experiences of discovery at the Museum and for mentoring the next generation of passionate fundraisers. Philanthropy is vital to the transformation of health care in BC. Contact us to learn how you can help.

Find out more at: vghfoundation.ca THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016 SPONSOR CONTENT • AFP 9

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MERLIS BELSHER For the love of the game

istory was made recently when University of Saskatchewan H (U of S) commerce and law graduate Merlis Belsher contributed $12.25-million to help fund a new twin- pad ice facility to replace 87-year-old Rutherford Rink. Mr. Belsher’s gift is the largest donation from an alumnus and individual in the university’s history. Saskatoon community members, Huskie athletes, university represen- tatives and hockey aficionados gath- ered for the special occasion, which also marked the public launch of the Home Ice Campaign. Led by alumnus and hockey legend Dave King, the university, minor league hockey and community volunteers will ask the public to raise $7-million to fund the new facility. Mr. Belsher explained his intention for the gift. “I made this donation be- cause of my gratitude for the Univer- sity of Saskatchewan – it provided me with confidence and education in two professions. That was my doorway to a satisfying career in the manufactur- ing industry.” The accomplished accountant, law- yer, entrepreneur and philanthropist said his success started when he first came to the U of S. He graduated with a bachelor of commerce in 1957 and was admitted to the Saskatch- ewan Institute of Chartered Accoun- tants in 1960. He returned to pursue a law degree, graduating in 1963, and was admitted to the Law Society of Saskatchewan the following year. A businessman by nature, he then pur- chased Weldon’s Concrete Products in Saskatoon. Through acquisitions and expansion, he grew the business to be a leader in Western Canada, eventu- ally selling it in 2008 to Oldcastle, an international firm. Finding success in not one but mul- tiple professions took dedication and a strong work ethic. For Mr. Belsher, it also required a community of sup- port. When he was just 15 years old, both his parents died tragically in a Left, Merlis Belsher contributed $12.25-million to help fund a new ice facility to replace 87-year-old Rutherford Rink. Right, the University of Saskatch- blizzard near their homestead. As ewan’s men’s and women’s hockey teams, the Huskies, will have new home ice when Merlis Belsher Place is built. a result, Mr. Belsher found himself LEFT, UNIVERSITY OF SASKATCHEWAN; RIGHT, GETMYPHOTO.CA alone at an early age. It was thanks to a caring group “I made this donation portance of education and hard work served his alma mater in commerce U of S recreation and varsity teams. of community members and two because of my gratitude in him from an early age; now he’s and law advisory roles, and has been Although the new ice facility will older siblings that he was guided to reaped the rewards of those values. giving back for decades to support be named after him – Merlis Belsher his new home at Luther College in for the University of “I’ve been very fortunate in my students. Place – Mr. Belsher remains humble Regina, Sask., to finish high school. Saskatchewan.” life,” he explained. “If I had one An avid sports fan and a former and says he did not make the contri- His interest in pursuing a university wish, it would be that my mother athlete and hockey coach, Mr. Belsher bution for the recognition. He made education deepened thanks to the Merlis Belsher could see how much education has can also relate to the importance of it to help university students. encouragement of his teachers, but contributed $12.25-million to help helped me.” athletics in youth life. He’s most excit- “This is about the university, not it was his mother – an elementary fund a new twin-pad ice facility at Education has since become a ed that his donation will help increase me,” he says. “If you see a good school teacher – to whom he gives the University of Saskatchewan major focus in Mr. Belsher’s philan- the amount of ice time available cause, you get fulfilled by getting the most credit. She instilled the im- thropic and volunteer efforts; he’s for minor league hockey players and involved.”

CARE CANADA

organization has formed more than 200,000 groups with an estimated five million members across Africa and other parts of the globe. He recalls speaking with a man who told him through an interpreter that prior to his wife’s involvement with the savings and loans association, he would not have agreed that money could be used for his wife’s health. However, once she began making a financial contribution to the family he believed it was “right” that she be involved in decisions about the family’s finances, the family’s health and her own health. Mr. Stollery says this is a powerful example of how one small step can change attitudes in a community and have a long-term impact on the indi- vidual and the community. Ms. Madely agrees. “It starts with one person at a time. The way CARE works is all about empowering people to do for themselves,” she says. “We don’t just come to a region with band- aid solutions. We work very closely with people locally to find solutions and to empower them to do for them- selves.” CARE gives them the tools, knowl- edge and learnings to improve their own lives and to multiply the impacts, she says. “For example, in Zimbabwe we visited a region in Masvingo where CARE worked with gardeners and farmers and distributed seeds. Those people are now helping villagers in other regions.” Canada also continues to make an Top left, a woman in Niger proudly holds the lockbox for a savings group, which CARE started back in 1991; Right, a meeting of a CARE initiated village impact on global health issues like HIV/ savings and loan association in Ethiopia; Bottom left, Douglas Stollery meeting with villagers in Ethiopia. MICHAEL TSEGAYE/CARE AIDS, says Mr. Stollery, who recently attended the 21st International AIDS Conference (AIDS 2016) in South Africa. Canadians contribute to ending global poverty “Canada was lauded for its contribu- tion to the issues related to HIV/AIDS at a time when many other countries anadians are generous people around the world earn less than US$2 was active. plications from the members of the have reduced their budgets,” he adds. and care for one another, says a day and are categorized as living in One of the CARE initiatives Mr. Stol- association. For example, a woman Ms. Madely praises those donors C Sylvie Madely, CARE Canada’s extreme poverty, but there are solu- lery observed in action was micro may use a loan to buy a second goat who support international philanthropy. vice president of fundraising, market- tions, says Douglas Stollery, a member financing in the form of village savings for the family. The result is the family “They’re giving to people they have ing and partnerships. of CARE Canada’s board of directors. and loan associations managed by has a second goat, and the sale of its never seen in their lives. They want “But more and more, we’re a people “As citizens of the world, Canadians women. milk is a significant source of income.” to make the world a better place and of the world. People travel a lot, see a have a role to play. We can make a dif- A CARE invention, these savings This improvement in the family’s believe it’s everybody’s right to live in lot and are exposed to what goes on ference,” he adds. groups offer women, in particular, a finances has a direct impact on the dignity, and that poverty is an injustice. in the world. We’re part of a global Mr. Stollery says one the fundamen- safe way to save money and access status of women in the family and in We all have a responsibility to alleviate village,” she adds. tal ways to attack poverty is to work loans. No outside capital is needed. the broader community. that,” she says. This awareness and willingness to towards changing attitudes to gender Only a lockbox, three keys held by “Their ability to contribute to family tackle international challenges sup- equality and to empower women and different members and some basic finances has an impact on their ability CARE was established in 1945 to ports CARE Canada’s work to provide girls in developing countries. financial training. to take part in family decisions, includ- send CARE Packages to people in humanitarian aid in times of crises, He saw the impact of this first-hand “The women may save a dollar ing decisions on family planning,” says need after the Second World War. and its mission to end poverty, says during a visit to Ethiopia in 2014 where a week and the funds are kept by a Mr. Stollery. It is now one of the world’s largest Ms. Madely. he met with CARE staff and with people woman chosen by the group,” he Since CARE introduced village sav- non-governmental humanitarian and More than 760 million people in the villages where the organization says. “The women then consider ap- ings and loan associations in 1991, the development organizations. AFP 10 • SPONSOR CONTENT THE GLOBE AND MAIL • TUESDAY, NOVEMBER 15, 2016

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STRATEGY Incorporating philanthropy into financial planning and building a charitable legacy

ombining philanthropy with a charitable giving component and ing this way, says Ms. Bezaire. Investors can make regular giv- broader investing and financial incorporate all of that into clients’ “It is flexible for donors,” she ing a part of their financial plan and Cmanagement plan has proven overall financial, tax and estate plan- adds. “They can direct us on where watch their philanthropic assets to be a popular option for clients of ning.” they want the money to be flowed grow over time, as their donations Mackenzie Investments. Since the To put the program into effect, every year – and they can choose are invested in any of 15 Mackenzie creation of the Mackenzie Chari- Mackenzie created the Strategic one or multiple charities.” funds. The program lets donors give table Giving Program 10 years ago, Charitable Giving Foundation, a non- Other client benefits include to a charity and enjoy tax savings the number of donor accounts has profit charitable corporation. With a the fact that Mackenzie handles all now, while also setting up disburse- risen to more than 1,000 and the “Many Canadians want minimum donation of $25,000 in administrative matters, including ment of funds to their favoured value of the charitable assets man- to share their wealth with cash, stocks, bonds, mutual funds record-keeping, tax reporting and charities over time. They may also aged by the program has grown to or insurance, clients are set up with issuing cheques. In addition, partici- want to continue the donations $100-million. charitable organizations an individual account that they can pants can get immediate tax savings through future generations as part Mackenzie launched the program and support causes they name as their individual or family with one donation receipt. of their estate planning – creating a to respond to the growing number of care about. Our Charitable foundation. This type of investment Having this support simplifies the philanthropic legacy. clients who sought financial advice is called a donor-advised fund be- charitable giving process for those Mackenzie expects demand for on how to manage their charitable Giving Program gives cause the donor and the adviser who find it onerous, Ms. Bezaire this type of investment to continue donations and on how they could them the chance to make advise on both the investments says. “It is very helpful for many to grow, as the most senior Cana- implement a long-term philanthropy a stronger and more used for the donated funds and the of our older clients who have been dians transfer their wealth to baby strategy, says Carol Bezaire, the charities that the donor’s foundation philanthropic all their life,” she ex- boomers. Toronto-based firm’s vice-president, lasting impact with their account will support. plains. “One client was writing 23 “Many Canadians want to share tax, estate and strategic philan- generosity.” Having this program provides the cheques a year to various charities their wealth with charitable orga- thropy. client with the opportunity to have that she and her late husband had nizations and support causes they “The demand for long-term chari- Carol Bezaire their own philanthropic foundation long supported. After we opened a care about,” Ms. Bezaire says. “Our table giving was growing,” she is vice-president, tax, estate and without the cost and complexities foundation account for her, we took Charitable Giving Program gives says. “It was clear that we needed strategic philanthropy of running it. over that task and granted out the them the chance to make a stronger a mechanism to allow advisers and Donors receive many benefits money to those 23 charities, writing and more lasting impact with their their clients to work together on the from managing their charitable giv- all the cheques for her.” generosity.”

HELP-PORTRAIT Portraits that matter, for people who can’t afford them

t’s common practice for many “Lots of people come in in Maple Ridge, B.C. The small city other community-building fundraisers, Golden Ears United Church Hall with people to get an annual family (pop. 70,000), about an hour outside such as an annual pub night that raised live music, a daycare for small children Iportrait, or for graduating teens with their hearts on their Vancouver, is one of 2,800 locations $3,000 last year, and this year’s inaugu- and delicious food. Photographers, and others celebrating milestones to sleeves. We’re a group of in 67 countries that host Help-Portrait ral city-wide scavenger hunt that raised editors, hair stylists, make-up artists sit for a professional photograph. But people that care a lot.” events on the first Saturday of Decem- $800, are effective both at raising funds and other volunteers bustle about, when budgets are tight, photographs ber. (Vancouver’s takes place the last and spreading awareness. helping attendees navigate to the don’t make the cut. Increasing num- Maria Squires Saturday in November.) “These numbers aren’t big, but services they need. At the end of the bers of people in cities and small fundraising co-ordinator for the “Every year I drop off my letters they make a huge difference to the day, 250 to 300 participants receive towns across Canada are struggling Help-Portrait event in Maple with people in the community that kind of welcoming, non-judgmental first-class treatment, leaving with with basics such as food and shelter. Ridge, B.C. I’ve given business to over 27 years experience we can offer our more increased confidence and self-worth. Help-Portrait offers people of limited of living here, and just ask for some vulnerable neighbours,” says Brenda “Lots of people come in with their means a professional photo session, support back,” says Ms. Squires. Garcia, event co-ordinator. hearts on their sleeves,” says Ms. complete with hair and make-up. The letters tell a tale increasingly On picture day, volunteers strive to Squires. “We’re a group of people that Afterward, attendees leave with a common outside Canada’s big cities: create a festive atmosphere, filling the care a lot.” beautiful printed photo. 70 per cent of Salvation Army users “Being a small community, we in the community are not homeless don’t have the level of corporate or living in a shelter; 14 per cent of sponsorship that they may have Maple Ridge residents live below the in Vancouver,” says Maria Squires, poverty line. And because it’s a com- fundraising co-ordinator for the event munity issue, explains Ms. Squires,

BY THE NUMBERS Help-Portrait 2008 do you know Year Help- Portrait was what your donation founded 2,800 looks like? Number of locations that host Help- Portrait events it looks like me. 67 Number of countries where Help-Portrait events take place

Volunteers in Maple Ridge, B.C., prepare for a day photographing hundreds of people who can’t afford to pay for professional portraits. SUPPLIED

Rita BE A HERO. Retreating from life? More like fully embracing it. LEAVE A LEGACY.

Thanks to someone like you, Rita’s story is brimming with energy. Watch her full story, and help ignite the possibility of a more vibrant life for people in your community.

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