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Perspectives on Canadian Philanthropy OFFORDMAG:Layout 1 3/13/07 11:51 AM Page 2 TOGMAGNEWCOVER:Layout 1 3/19/07 1:20 PM Page 1 THE OFFORD GROUP perspectives on canadian philanthropy OFFORDMAG:Layout 1 3/13/07 11:51 AM Page 2 THE VIEW FROM HERE Welcome to the inaugural issue of our magazine: The Offord Group: Perspectives on Canadian volume 1 Philanthropy. For everyone in leadership roles, CEOs, Board Chairs, Campaign Chairs, and professional leaders of Canada's major institutions and charitable organizations, we look forward to bringing you our view of the evolving third sector. MAJOR GIFTS: GETTING STARTED . page 3 We at The Offord Group truly feel honoured and excited by the work we do helping build institutions and charities. With 2007 in full swing and our business being not so new anymore, we are taking a look at not THE POWER OF ONE: FUNDING FOR only a few of our clients’ achievements of the last couple of years, but also at what lies ahead globally for THE FUTURE . page 4 them and for leaders across the country. ARTS: TORONTO SYMPHONY While major events worldwide continue to shape our future, Canadians continue to show their ORCHESTRA ODE TO JOY . page 5 commitment to be part of the solution, both here and abroad. HEALTHCARE: We are inspired by our clients, their donors and leaders, and want to share some of their stories with you. HOW ARE WE DOING? . page 6 I believe, as I'm sure you do, that we can learn from each other, especially by sharing our successes (as well as our challenges!) This is one of the best ways to continue our commitment to building the EDUCATION: sector. UNIVERSITY BENCHMARKS . page 8 NEW ALLIANCE BETWEEN We believe that the coming year will be another wonderful time for visionaries and missionaries THE OFFORD GROUP AND committed to building a better Canada in their chosen field. We know that hard work is a reality of those MARTS & LUNDY . page 10 involved in development and want to encourage your continued success in your endeavours. We hope that you will take away a nugget or two from our experiences, helping you to raise the bar even THE FUNDRAISER’S PAGE . page 11 further. The Offord Group: Perspectives on Canadian Philanthropy Sincerely, is a publication for Canadian CEOs, volunteers and profes- sional leaders in the philanthropic sector. Our goal is to pro- vide a qualitative and quantitative review of the sector that will help to inform decisions and strategies for practitioners. Nicholas Offord Editor: Robin Fowler, CFRE President, The Offord Group Contributors: Nicholas Offord, Prabha Mattappally, Lydia Powell, Jason Lockhart Distribution: Cathie Frame Created by The Offord Group • copyright 2007 all rights reserved • printed on recycled paper for more information please visit us at www.theoffordgroup.com 5 6 8 OFFORDMAG:Layout 1 3/13/07 10:21 AM Page 3 governance MAJOR GIFTS: GETTING STARTED Starting a major gifts program or a capital campaign are not “light” tasks. Many Board members and staff wonder if their organization is ready to embark on a major capital or endowment campaign. Maximum success can be reached if the right questions are asked (and answered!) at the beginning of the endeavour. A list of questions follow as a starting point. If an organization's CEO, Board of Directors, fundraising committee(s) and staff review these before deciding to embark on the next stage (whether it be a feasibility study, audit or staff prepara- tion), there will be some important information in place to help to move to the next phase of decision-making. MAJOR GIFT CAMPAIGNS: A PRIMER FOR DIRECTORS OF BOARDS • As a Board member, am I prepared to use my personal contacts and • Do we have the right resources in place: staff, programs, and policies? influence to help open doors to potential donors, sponsors and partners? • Will the CEO make this work a priority? Will he/she be an effective • Is this a sufficiently high priority for me that I am willing to make a champion for us in the community? personal gift? Can I help influence a corporate gift at my own workplace? • What kind of donors will support the project? Do they know who we are? • To what extent will such an initiative build and strengthen relationships with • Are there others who are perhaps not involved with our organization who our donors? would be willing to join us as volunteers? • To what extent do we have a tradition of asking friends for multi-year • Are there polices and procedures in place to protect our integrity and commitments to major projects? minimize risk? • Does this initiative support the strategic plan of the organization in a • Does everyone know their role? Who makes decisions? cohesive way? • Is there an effective prospect management system? • Are the specific priorities that require funding compelling for donors? • Is the database reliable and flexible? • Do we have a clear and well articulated value proposition for donors? • What additional resources are required to run the program? • Do we know what the project costs are and the value of naming Where will this money come from? opportunities? • Do I trust the staff team to be able to deliver on the goals? 3 OFFORDMAG:Layout 1 3/13/07 10:21 AM Page 4 education THE POWER OF ONE: FUNDING FOR THE FUTURE The University of Calgary's goal is to become the first choice in profession was an easy choice to support. On every measure a sampling of leadership gifts that have Canada for the most talented engineering students. From the and metric we looked at, the Faculty of Engineering and the helped propel universities to new heights: kindness of one man, that goal may now come true. University of Calgary has all the attributes and hallmarks of a great Canadian educational and engineering research institu- - $105-million contribution in December 2003 from Michael G. The University of Calgary's Engineering department received a tion. We are proud to be associated with it.” This illustrates that DeGroote to the McMaster University medical program. $50-million contribution, $25-million from Ontario Philanthropist there are philanthropists in Canada who are willing and able to - McGill University graduate Richard Tomlinson donated $64-million Seymour Schulich and a matching contribution of $25-million make sizable contributions to charities that have bold goals and in 2000, designating $6-million for libraries in the area of digital from the Government of Alberta. This generous donation will the leadership to make those goals a reality. resources, preservation of rare materials, and a unique donation allow the Engineering department to provide its students with matching program. 100 new scholarships, 3 new research chairs, increased fund- The donation continues Mr. Schulich's legacy of encouraging - In 1992, Queen's University received $12-million from ing for field trips and clubs, and provide funds to enhance excellence in post-secondary education across the country. Mr. Alfred Bader, an alumnus. Queen's also received a $15-million learning and assist with job placement after graduation. The Schulich has made significant donations to York University's donation in the late 1980s from an anonymous source. - University of British Columbia received $15-million from Vancouver Faculty has been renamed “The Schulich School of business school, the University of Western Ontario's medical financier Peter Wall in 1991, and a $10-million gift from the Chan Engineering,” in recognition of his generosity. school and McGill University's Faculty of Music which are also Foundation of Canada to establish a performing arts centre in 1989. named in his honour. Mr. Schulich knows the impact of his gifts - In the late 1980s, an anonymous donor gave Simon Fraser University When Seymour Schulich was asked to comment on his dona- and hopes they inspire others to share his vision. $13.6-million. tion, it is easy to get a sense of what motivated him to give such - In the early 1980s, McMaster University received $25-million from a large sum to the U of C. “Engineers are society's builders and Leadership gifts of this nature remind us of the value of person- Dr. Harry Lyman Hooker. innovators. They play a vital role in creating the infrastructure al example promoting a culture of philanthropic investment. and services that support the standard of living we enjoy in our They also point to the value of ambition and creative change by The Offord Group is affiliated with Give Canada, the country's leading consultant to modern society. We need more engineers in Canada and this institutional leaders in inspiring such commitments. institutions in the planning, marketing and execution of naming rights philanthropy. 4 OFFORDMAG:Layout 1 3/13/07 10:21 AM Page 5 arts photo: Cylla von Tiedemann TORONTO SYMPHONY ORCHESTRA ODE TO JOY The Toronto Symphony Orchestra aims to be one of the Foundation to invest new resources in fundraising at a been major multi-year commitments to build the orches- world's best orchestras, and under the inspired leader- time when we were already projecting a deficit proved to tra's endowment and significant multi-million dollar gifts. ship of Maestro Peter Oundjian there is no question that be the crucial test of whether the TSO family could come great music is now thrilling packed houses at Roy together to create a longer-term financial solution” said Now the highly effective development operation is linked Thomson Hall. TSO President & CEO, Andrew R. Shaw. inextricably with the future success of the orchestra. That's music to the ears of Maestro Oundjian and the Backing up the artistic talent with sufficient financial Working with The Offord Group, the TSO developed a remarkable people at the TSO.
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