2015 Symposium PROGRAM

October 27-28 Toronto, ONTARIO Empowering community partnerships for positive change Proud to sponsor Philanthropic Foundations Canada 2014 Conference

Thank you We are grateful to the following sponsors for their financial support of this symposium:

PRINCIPAL PARTNER www.deloitte.ca © Deloitte LLP and affiliated entities.

PATRONS

ASSOCIATE TABLE OF CONTENTS

Welcome

Symposium at a Glance ��2

Symposium Schedule – Tuesday ��4

Symposium Schedule – Wednesday ��5

PLENARY Speakers ��16

Speakers ��19

Hotel Floor Plans ��26

Notes ��28

Solving Challenges Together|pfc.ca/symposium2015 Welcome to Toronto

Solving Challenges Together|pfc.ca/symposium2015 Dear colleague

Welcome to Toronto and to the 2015 symposium of Philanthropic Foundations Canada. Our theme is Solving Challenges Together. We are looking at how philanthropic funders from foundations and businesses, bringing new ideas drawn from their own deep experience working with partners in the community, can work with governments at all levels (local, provincial and national) to address more effectively many deep-rooted social issues.

Some questions we are asking at this symposium:

n Should foundations and corporate funders participate in discussions about public policy? What are the rules? n What are some of the creative tensions involved in working across sectors, given different expectations about timelines, risk and accountability? n Can smaller foundations work together to share their creative strategies in these areas? n How do we measure the impact of our work, even if we are not looking specifically for policy change?

Our thanks go to the committed members of the Toronto planning team, and to our sponsors and funding partners.

We hope that you leave this day feeling re-motivated, energized and eager to apply some of your new learning to your ongoing work as a funder.

Hilary Pearson Bruce Lawson President Chair, PFC Board of Directors Philanthropic Foundations Canada President, The Counselling Foundation of Canada

Solving Challenges Together|pfc.ca/symposium2015 SYMPOSIUM AT A GLANCE

TUESDAY 27 October

2:30 – 5:00 pm Symposium Registration Foyer, Convention Level Toronto Marriott Downtown Eaton Centre Hotel 5:00 – 6:00 pm Opening Panel Discussion Trinity Ballroom From Policy to Politics: Does Philanthropy Have a Role in the Public Landscape? Convention Level Roger Gibbins, Max Bell Foundation, Senior Fellow and Alex Himelfarb, Chair, World Wildlife Federation and Canadian Alliance to End Homelessnes Moderated by Graham Fox, President, Institute for Research on Public Policy 6:00 – 9:00 pm Reception & Dinner Adelaide & Trinity Ballroom Convention Level

WEDNESDAY 28 October

7:30 – 8:45 am Registration & Breakfast Foyer & Salon AB Convention Level 8:45 – 10:00 am Opening Plenary Salon AB Philanthropy, Government and Community: Setting the Stage for Dialogue Matthew Mendelsohn, founding Director, Mowat Centre, School of Public Policy and Governance, University of Toronto Rapid Fire Talks (repeated in deep dive conversations) 10:00 – 10:30 am BREAK Foyer 10:30 – 12:15 pm Deep Dive Conversations Salon AB n Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation Salon AB n Building Evidence for Good Policy Sherri Torjman, Caledon Institute of Social Policy Salon AB n Projects, Policy and Power Colette Murphy, Atkinson Foundation Salon CD n Aligning Public and Philanthropic Goals through Collaboration Andrea Cohen Barrack, Ontario Trillium Foundation

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Salon CD n Creating New Policy Ideas: The EcoFiscal Commission Bruce Lourie, Ivey Foundation Salon CD n Funding Government: Why and Why Not? Shelley Uytterhagen and Karen Wilkie, Carthy Foundation York A n Partnering with Government on Youth Homelessness Valerie Lemieux, Catherine Donnelly Foundation York B n Picking a Policy Focus for Greater Impact Morris Rosenberg, Pierre Elliot Trudeau Foundation Bay n Convening Public Policymakers Around Youth Mental Health Ian Boeckh, Graham Boeckh Foundation Trinity III n Informing Public Policy and Shaping Urban Regions: The Neptis Model Marcy Burchfield, Neptis Foundation Trinity IV n Working with Aboriginal Leaders to Improve Education Lucie Santoro, Martin Aboriginal Education Initiative Trinity V n Working the Public System Differently: Investing in Employment Bill Young, Bealight Foundation Trinity V n Engaging in the Public Forum Marcel Lauzière, Lawson Foundation 12:15 – 1:30 pm OPEN LUNCH Salon AB 1:30 – 2:40 pm Short Talks Salon AB n How to Change the World: Helping Charities Engage in Policy Work and David Elton, Max Bell Foundation Salon CD n Partnering with Government: Lessons From Experience Jean-Marc Chouinard, Fondation Lucie et André Chagnon n What’s Charitable Activity and Why Not? Legal Boundaries for Foundations Adam Parachin, Faculty of Law, Western University (presented twice) n Measuring our Impact in Policy and Advocacy Tanya Beer, Center for Evaluation Innovation (presented twice) 2:45 – 3:15 pm BREAK Foyer 3:15 – 4:15 pm Closing Plenary Panel Salon AB Who Says Charities Can’t Have Opinions? The Media, Public Opinion and Philanthropy William J. Fox, Senior Fellow, Massey College Delyse Sylvester, Director of Communications, The Natural Step Canada Lara Ellis, Ecosystem Markets Development Director, ALUS Canada Tyler Hamilton, journalist, Toronto Star

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TUESDAY Unless otherwise indicated, all sessions are on Convention level.

2:30 – 5:00 pm Registration Foyer 5:00 – 6:00 pm Opening Panel Conversation Trinity Ballroom Convention Level From Policy to Politics: Does Philanthropy Have a Role in the Public Landscape? The goals of governments, charities and foundations overlap in the domain of public policy. We all care about good public policy at all levels of our common life (neighbourhood, city, region or nation). But in the evolving dynamic between charities and governments, what is the role of foundations in promoting public debate, supporting civic engagement and encouraging good policy making? Do public and political expectations and rules these days favour, or more frequently, discourage policy engagement by charities? Should charities and their funders complement, substitute for or indeed replace government services? What does this mean for accountability and priority-setting? Join us for a lively debate. Featuring: n Roger Gibbins, Senior Fellow, Max Bell Foundation n Alex Himelfarb, Chair, World Wildlife Federation and Canadian Alliance to End Homelessnes Moderated by: n Graham Fox, President, Institute for Research on Public Policy 6:00 – 7:00 pm Reception Adelaide Room, Lobby 7:00 – 9:00 pm Dinner Trinity Ballroom

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WEDNESDAY Unless otherwise indicated, all sessions are on Convention level.

7:30 – 8:45 am Registration & Breakfast Foyer & Salon AB 8:45 – 10:00 am Opening Plenary Salon AB Philanthropy, Government and Community: Setting the Stage for Dialogue Matthew Mendelsohn, founding Director, Mowat Centre, School of Public Policy and Governance, University of Toronto Rapid Fire Talks (topics repeated in deep dives) n Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation n Building Evidence for Good Policy Sherri Torjman, Caledon Institute of Social Policy n Projects, Policy and Power Colette Murphy, Atkinson Foundation n Aligning Public and Philanthropic Goals Through Collaboration Andrea Cohen Barrack, Ontario Trillium Foundation n Creating New Policy Ideas: The EcoFiscal Commission Bruce Lourie, Ivey Foundation 10:00 – 10:30 am BREAK Foyer 10:30 – 12:15 pm Deep Dive Conversations – Solving Challenges Together Round #1 10:35 – 11:05 am Round #2 11:10 – 11:40 am Round #3 11:45 – 12:15 pm Participants now have an opportunity to have a deeper learning conversation about specific funder experiences in solving challenges in partnership with government, communities or funders. Select three case studies from the following 13 cases. You will move from table to table, (each table identified by topic), every 30 minutes. The topics are listed by location. They will be repeated three times (once per time slot). Solving Challenges Together|pfc.ca/symposium2015 5 SYMPOSIUM PROGRAM

SALON AB

1 Working Collectively with a City and a Province Stephen Huddart, The J.W. McConnell Family Foundation Canada is one of the world’s most urbanized nations – 80% of us live in cities. And yet many of the policy and fiscal levers that govern life in cities are located at the provincial level. How can funders expedite innovation and policy change when key policy areas such as health, education and social services are managed by both regional and provincial levels of government? Stephen Huddart will make the case that this fractured state of affairs can be seen as Canada’s unique advantage – a powerful source of ingenuity and social cohesion – provided that funders are willing to enter strategic partnerships with governments, the private sector, affected populations and their own peers, to co-create solutions. This talk will share key lessons learned from three collective partnerships: the Winnipeg Boldness project (Aboriginal early child development); ALLIES (immigrant success) and Vibrant Communities (poverty reduction).

2 building Evidence for Good Policy Sherri Torjman, Caledon Institute of Social Policy High-quality data are essential to informed decision-making and impact assessment. Concerned by the loss of good data in the country, the Caledon Institute of Social Policy recently created the Canada Social Report as a compendium of key socioeconomic data; federal, provincial/territorial and municipal policy developments; and a timeline of major social initiatives. Sherri Torjman will show how a philanthropically funded initiative such as the Canada Social Report helps make the case for new policy measures and public investment in social well-being.

3 projects, Policy and Power Colette Murphy, Atkinson Foundation It’s been said that projects demonstrate what’s possible and policy makes the possible standard practice. It’s power, however, that ultimately drives policy reform. The pursuit of income and wealth equality today requires philanthropists to consider our role in building and sustaining grassroots movements capable of exercising

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democratic power. Colette Murphy will tell a story about Toronto’s Weston-Mount Dennis – a low-income neighbourhood that is getting organized to benefit from public investments in transportation infrastructure – and the emerging “community wealth” movement in Ontario. She will share insights from the Atkinson Foundation’s experience as an investor and collaborator in an innovative approach to local economic development, one that is bringing together a new group of community activists drawn from all sectors to create decent work and new public policy tools in the fight against inequality.

SALON CD

4 Aligning Public and Philanthropic Goals through Collaboration Andrea Cohen Barrack, Ontario Trillium Foundation OTF is the largest publicly-funded grantmaker in Canada. Like many funders, OTF has experienced decreasing budgets and increased demand. This pressure galvanized OTF to find ways to collaborate with other funders in order to leverage resources, maximize investments and lead social and systems change through collective impact. In 2014 the OTF launched a new Investment Strategy, including a framework for Social Investment Partnerships. Andrea Cohen Barrack will explain how this framework will enable OTF to accelerate and strengthen the impact of its investments and engage others in building support for shared measurement, shared value and shared outcomes through common objectives.

5 creating New Policy Ideas: The EcoFiscal Commission Bruce Lourie, Ivey Foundation Two years ago, those of us supporting the creation of new initiatives around carbon pricing and environmental policy reform were imagining that we had a tough row to hoe. Yet over eighty percent of Canadians are now, or soon to be, living with some form of provincial carbon price. BC is widely regarded to be the global gold standard for carbon pricing, Ontario demonstrated global leadership in carbon reductions with the closure of coal power plants and Quebec is a leader in carbon trading and low carbon electricity. Bruce Lourie will talk about how the Ivey Foundation and other foundations contributed to this shift in understanding and public discourse on “ecofiscal” reforms in Canada by helping to launch Canada’s new Ecofiscal Commission.

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6 Funding Government: Why and Why Not? Shelley Uytterhagen and Karen Wilkie, Carthy Foundation Has your organization funded or considered funding government initiatives or bodies? Could government be an untapped resource for increasing the impact of your funding? There is growing interest among some foundations to explore direct funding to government – local, regional, provincial, federal, and Aboriginal – to catalyze action, leverage resources, and address issues. Governments can shape public policy, scale solutions, and implement change. But they don’t always have the mandate or resources to convene diverse groups, conduct innovative research, test ideas, or implement creative projects. Is there a role for philanthropy to play, directly or indirectly, in supporting government initiatives that might not otherwise happen? What are the potential challenges, pitfalls and win-wins? The Carthy Foundation will lead an exploratory conversation to learn more about other foundations’ experience and approach to philanthropic-government partnership.

YORK A

7 partnering with Government on Youth Homelessness Valerie Lemieux, Catherine Donnelly Foundation The Catherine Donnelly Foundation (CDF) believes that philanthropy should play a critical role in bringing about social change in Canada. Our program funding strategy focuses on supporting collective work where there is the greatest possibility of moving the social agenda forward. The CDF is equipping civil society to better play its role by supporting collectives/networks to leverage knowledge, expertise, financial resources, political clout and public awareness. This session will feature a “case study” on youth homelessness, demonstrating how CDF support has allowed our partners to engage with government in providing solutions to this complex problem.

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YORK B

8 picking a Policy Focus for Greater Impact Morris Rosenberg, Pierre Elliot Trudeau Foundation The Trudeau Foundation creates unique space to engage wider society on issues and to explore policy options. The Foundation has been considering ways to more effectively play this role. Last year, the Foundation decided to focus on three targets of inquiry: diversity, pluralism and the future of citizenship; the water, food, energy nexus; and relations with Indigenous peoples in Canada. The Foundation has committed to engaging on these targets over a multiyear period with the goal of enabling a deeper understanding of challenges in these areas and exploring options for addressing them. This discussion will explore five questions with respect to this initiative: n What does it really mean to engage on these three issues? n What are the risks and opportunities of this approach? n How can the Foundation best engage its intellectual capital of current and former scholars, fellows and mentors? n How might the Foundation build partnerships with other players working in these areas? n How will we measure impact?

BAY

9 convening Public Policymakers around Youth Mental Health Ian Boeckh, Graham Boeckh Foundation The Graham Boeckh Foundation intends to bring about transformational change in mental health care. To achieve this, the Foundation has chosen to cultivate relationships with provincial and federal governments. By way of example, the Foundation hosts an annual one-day forum for government officials where they can learn about innovations in mental health care and develop relationships that can foster greater inter-provincial collaboration. Going further, the Foundation undertook an unprecedented partnership with the Canadian

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Institutes of Health Research, the Federal Government’s health research funder. Transformational Research in Adolescent Mental Health is focussed on transforming the youth mental health care system in Canada. The Foundation has also created a tri-partite initiative with the Quebec Ministry of Health and Social Services and the FRQS, the Quebec government’s health research funder. Ian Boeckh will discuss how working with government creates unique opportunities to transform mental health care for adolescents in Canada.

TRINITY III

10 Informing Public Policy and Shaping Urban Regions: The Neptis Model Marcy Burchfield, Neptis Foundation Since 2000, the Toronto-based Neptis Foundation has been conducting independent research at the metropolitan region scale on land use, transportation, energy and the economy. Marcy Burchfield will discuss Neptis’s focus on research and education as a means to informing public policy decision-making. Burchfield will argue that foundations can play a critical role in filling the knowledge gap within government through funding research in-house or through partnerships and paying particular attention to the accessibility of research products. Burchfield will also explain how Neptis research has been designed to reach a broader audience through media beyond the traditional research report, including briefs, primers and data maps.

TRINITY IV

11 Working with Aboriginal Leaders to Improve Education Lucie Santoro, Martin Aboriginal Education Initiative Education is critical to improving the social and economic opportunities and strengths of Aboriginal People. MAEI has initiated various educational projects designed to support Aboriginal Canadians by providing educational tools and programs needed for success. MAEI has collaborated with Aboriginal organizations, the business community, post-secondary institutions, First Nations schools, and provincially and territorially- funded school boards to support Aboriginal students. Relationship building is at the forefront of everything

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MAEI does. Strong community connections and direct engagement with Aboriginal leaders have enabled greater engagement in elementary and secondary education by educators, parents and other stakeholders. The result is improved educational success for Aboriginal students across Canada. This discussion will focus on lessons learned in working in partnership with the leadership of Aboriginal People, as well as public and private stakeholders.

TRINITY V

12 Working the Public System Differently: Investing in Employment Bill Young, Bealight Foundation Bill Young of Bealight and Social Capital Partners will talk about the challenges and opportunities of innovating with government. Social Capital Partners (SCP) is working with the Ontario Government to implement a Community Employment Loan Program. SCP suggested this program to Ontario as a “twist” on a Social Impact Bond. In effect the government will offer an interest rate reduction on loans made by financial institutions to a small or medium sized business that agrees to hire individuals who face employment barriers and are on government assistance. The interest rate reduction is only paid if the employees are retained at least six months. Government “wins” because the amount paid for the interest rate reduction is less than the savings realized from keeping the employee off government assistance. Bill Young will discuss how this initiative came about and the challenge of working with policy makers.

13 Engaging in the Public Forum Marcel Lauzière, Lawson Foundation Foundations in Canada have rarely entered the public space to take a position on major policy issues. But in 2015, two groups of foundations did exactly that. In March 2015, nine Quebec foundations issued an open letter to the Quebec Government expressing concern about public fiscal policy and its potential impact on economic and social inequality in Quebec. And in June, eight Canadian foundations came together with an open letter urging Canada’s politicians to recognize that early childhood education is a must-have element in building a

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more prosperous country and to invest in quality early childhood education for all children across Canada. How did these foundations convince their boards to engage and what are they doing to mobilize others to engage in the debate with them? Marcel Lauzière of the Lawson Foundation, a signatory of the open letter on ECE, will discuss some of the lessons learned so far with these unprecedented initiatives to engage in public conversation with policy makers.

12:15 – 1:30 pm Networking Lunch SALON AB Continue conversations from the morning sessions or meet with colleagues

1:30 – 2:45 pm Short Talks SALON AB and CD 1:30 – 1:50 pm and 2:20 – 2:40 pm What’s Charitable Activity and Why Not? Legal Boundaries for Foundations Adam Parachin, Faculty of Law, Western University (presented twice) Salon AB No issue of charity law has attracted more attention of late than the legal rules distinguishing “the political” from “the charitable”. This area of the law can be confusing. All charities, whether they engage in political advocacy or not, need to understand both how and why the law distinguishes charity from politics. Charities preferring to avoid political advocacy also need this knowledge so that they do not inadvertently cross the line. Charities viewing political advocacy as an essential feature of their charitable mission need this knowledge too. Professor Adam Parachin will outline what the law says, how and why it restricts charities, and what is possible in order to advocate strategically within the limits of the law.

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1:30 – 1:50 pm and 2:20 – 2:40 pm

measuring our Impact in Policy and Advocacy Tanya Beer, Center for Evaluation Innovation (presented twice) Salon CD In the search for more durable and large scale solutions, philanthropic support for advocacy and policy change work has increased in the past decade. But the crowded and unstable terrain of the policy-making arena can sometimes leave nonprofits and funders wondering whether their work is making any difference. When policy progress occurs, we struggle to demonstrate whether our grantees can claim any part of that success. And when we see no change or even policy losses, we wonder whether it was a failure of capacity or implementation, or simply that the political winds are not in our favor. Advocacy and policy work calls for a different way of thinking about and engaging in measurement – a way that matches the uncertain and complex nature of policy change work. This talk will share the most common challenges and pitfalls funders face when measuring advocacy impact. It will also offer principles and practical advice for designing advocacy measurement that generates actionable insights for funders and advocates themselves.

1:55 – 2:15 pm How to Change the World: Helping Charities Engage in Policy Work David Elton, Max Bell Foundation Salon AB While charities have been playing important roles in the development of public policy for decades, we’ve recently witnessed a growing interest among charities in public policy advocacy as a way to deliver on their social change missions. Over the past five years, Max Bell Foundation has supported the development of several case studies on successful policy advocacy efforts as a way to provide models for advocacy work. This talk will combine the lessons of those case studies with our experience in making hundreds of grants to support policy-oriented projects since 1998 to offer practical advice to funders on how to support charities in their policy advocacy efforts.

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1:55 – 2:15 pm partnering with Government: Lessons from Experience Jean-Marc Chouinard, Fondation Lucie et André Chagnon Salon CD At the historical core of philanthropy is the ancient Greek notion of “love of humanity”. Today, many believe that charitable giving to help people in need is sufficient. Providing clothes and food to those living in poverty is a good example of providing relief to the disadvantaged. While this approach to “giving” is important, others in the philanthropic world believe that the optimal way to reduce or even eliminate poverty is through public policy changes implemented by governments. But when, how and in what form, should philanthropic organizations partner with governments? How can Canadian philanthropy provide leadership to ensuring that our future is healthier, safer, more just and prosperous for the many, not just the few? The Chagnon Foundation chose to partner directly with the Government of Quebec to bring about systemic change to families and children living in poverty. Jean-Marc Chouinard will share some challenges encountered, lessons learned, and impacts from this decade-long philanthropic-public partnership.

2:45 – 3:15 pm Break Foyer

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3:15 – 4:15 pm Closing Plenary Panel Conversation Salon AB Who Says Charities Can’t Have Opinions? The Media, Public Opinion and Philanthropy We know that the media (whether “old” or “new”) are necessary to public discussion of social change and the role of civil society organizations (including foundations) in policy debates. Over the past year, Canadian media have focused on the debate around what is “charitable” and what is “political” using the experience of environmental charities and their funders. Is this the only narrative that interests the media? Do media shape the opinions of politicians and the public on the policy role of philanthropy or is it the other way around? How can we leverage the new media landscape towards an emphasis on the value of policy engagement work to counter the narrative of charitable versus political? Join the conversation with four uniquely knowledgeable panelists who understand both traditional and alternative media and their role in shaping the policy work of civil society in Canada. Featuring: n William J. Fox, Senior Fellow, Massey College n Delyse Sylvester, Director of Communications, The Natural Step Canada n Lara Ellis, Ecosystem Markets Development Director, ALUS Canada n Tyler Hamilton, journalist, Toronto Star

4:15 pm Closing and Informal Networking

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Lara Ellis is currently Ecosystem in the constituency of Ottawa-Orléans. He was chief of Markets Development Director staff to the Rt. Hon. Joe Clark, and adviser to members of for ALUS Canada, an organization Parliament in the House of Commons. that supports Canadian farmers and ranchers as environmental partners William J. Fox is a consultant on the working landscape. This in government and media relations work concentrates on building new to Stikeman Elliott LLP. and a Senior approaches to integrating environmental costs into Fellow at Massey College. Most economic frameworks and builds on her work at the Ivey recently, Bill served as Executive Foundation. Until summer 2015, she was the foundation’s Vice-President, Communications and Program Director and helped develop the Economy and Corporate Development at Bell Canada Environment Program. Prior to that role, Ms. Ellis worked Enterprises. He was also Senior Vice-President, Public on the foundation’s Conserving Canada’s Forests Program in Affairs at Bombardier Inc. and CN. Mr. Fox is trained as her capacity as Program Officer. This followed many years a journalist and holds a Doctorate in Communication, of involvement in campaigning to protect wilderness and with a specialty in media effects theory. He is a former promote sustainable land use at Nature Canada and the Ottawa and Washington Bureau Chief for the Toronto Canadian Parks and Wilderness Society – Wildlands League. Star and appeared frequently on radio and television as a commentator on public affairs, including a stint as a Graham Fox has been President member of CTV’s Pundits Panel. Mr. Fox served as press and CEO of the IRPP since April 2011. secretary and director of communications to the Prime He brings to the organization a decade Minister of Canada, the Right Hon Brian Mulroney. of executive-level experience in the fields of politics and public policy. A Roger Gibbins was appointed policy entrepreneur, Graham’s research a Max Bell Senior Fellow in October interests include parliamentary reform, 2014 – March 2016. Dr. Gibbins democratic renewal and citizen engagement. Prior to received his doctorate in political coming to the IRPP, Graham was a strategic policy adviser at science from Stanford University in the law firm of Fraser Milner Casgrain, and is a former vice- California. He served as Department president of the Public Policy Forum. In politics, Graham Head at the University of Calgary from contested the 2007 Ontario general election as a candidate 1987 to 1996. He has authored, co-authored or edited 23 books and more than 150 articles and book chapters, most dealing with western Canadian themes and interests.

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From 1998 to 2012, he served as President and CEO of Alex Himelfarb was a Professor the Canada West Foundation. Dr. Gibbins’ project as a of Sociology at the University of New Max Bell Senior Fellow will focus on the roles of Canadian Brunswick from 1972 to 1981. In charities in both delivering public programs and engaging in 1981, Dr. Himelfarb joined the Public public policy. Service with the Department of the Solicitor General of Canada. He held Tyler Hamilton is a Canadian a number of positions of increasing author, award-winning journalist, and responsibility in the federal government. In June 1999, Dr. outspoken advocate for developing a Himelfarb became Deputy Minister of Canadian Heritage green economy in Canada. Hamilton and in May 2002 became Clerk of the Privy Council currently works at the Toronto Star as and Secretary to the Cabinet from May 2002 serving its Climate and Economy Reporter, until March 2006. Dr. Himelfarb was then nominated the first “beat” in Canada dedicated as Ambassador of Canada to the Italian Republic. In to covering the economic impacts and opportunities of September 2009, He was appointed as Director of the climate change. Previously, he spent four years as Editor-In- Glendon School of Public and International Affairs at York Chief of Corporate Knights, North America’s only business University and the Centre for Global Challenges. He now magazine dedicated to corporate sustainability issues and serves as Chair of the World Wildlife Foundation and the the promotion of responsible economic growth. Between Canadian Alliance to End Homelessness. 2000 and 2010, he was a business and energy writer for the Toronto Star, where he started one of the first columns Matthew Mendelsohn and first blogs in the world dedicated to coverage of the is the founding Director (currently clean technology sector and trends. Before that, he was a on-leave) of the Mowat Centre technology reporter for the Globe and Mail. Hamilton in the School of Public Policy & is also a published author. In fall 2011, he published the Governance at the University of book Mad Like Tesla: Underdog Inventors and Their Relentless Toronto. The Mowat Centre delivers Pursuit of Clean Energy (ECW Press), which details the research-driven recommendations on journey of energy invention and struggles that many Canada’s most challenging policy problems and serves as unconventional innovators and entrepreneurs face in their Ontario’s independent voice on public policy. Matthew is efforts to be taken seriously. In 2003 he co-authored Privacy a former Deputy Minister with the Ontario government Payoff (McGraw-Hill Ryerson) with then Ontario privacy and a Senior Advisor in the federal government’s Privy commissioner Ann Cavoukian. Hamilton is also an adjunct professor at York University’s faculty of environmental studies Solving Challenges Together|pfc.ca/symposium2015 17 PLENARY SPEAKERS

Council Office. Matthew received his B.A. from McGill University and Ph.D. from the l’Université de Montréal, and held a post-doctoral fellowship at the University of British Columbia. An active volunteer with many not-for- profit organizations, Matthew currently serves on Boards of Directors for Civix, the Council of the Great Lakes Region, l’Idée fédérale, and United Way Toronto. Originally from Montreal, Matthew now lives in Toronto with his wife, two young children, and troublesome Rhodesian Ridgeback.

Delyse SYLVESTER is Director of Communications with The Natural Step Canada. She has three decades of social innovation expertise, connecting thousands of social entrepreneurs with corporate leaders, thought leaders, and new media partners. With Ashoka Changemakers, she led over 60 co-branded global campaigns with partners such as National Geographic, Nike, GE, G-20, EBay, Google, and the Robert Wood Johnson, Rockefeller and Gates Foundations.With CUSO she focused on Aboriginal Cultural Rights in Canada and the South Pacific, and as Executive Director of Selkirk College Foundation she led a team to establish the first B.C. Rural Innovation Chair. She is currently member of BC Partners for Social Impact (government, business & civil society tri-partnership) and Executive in Residence at Simon Fraser University’s Beedie School for Business.

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Tanya Beer is Associate Director of Marcy Burchfield is the the Center for Evaluation Innovation, Executive Director of the Neptis which seeks to build the field of Foundation. She has worked at the evaluation in areas that are hard to forefront of regional planning in the measure and where traditional program Toronto region for the past 14 years. evaluation approaches are not always a In her various roles at the Neptis good fit, such as advocacy evaluation, Foundation, Marcy has supported, systems change, social innovation, and communications conducted, designed, and presented research and analysis evaluation. She also serves as the co-director of the that has informed the Province of Ontario’s Growth Plan Evaluation Roundtable, a network of philanthropic leaders for the Greater Golden Horseshoe, the Greenbelt Plan and in evaluation that seeks to improve how foundations the Regional Transportation Plan, the Big Move. Marcy has learn and increase the impact of their work. Tanya has a used her quantitative, spatial analysis expertise to develop broad range of evaluation experience in the philanthropic, methods for measuring and monitoring how city-regions nonprofit, and public sectors. She holds graduate degrees change over time in order to inform and shape urban in public administration and international relations from planning policy. Marcy began her studies at the University Syracuse University, and an undergraduate degree in English of Illinois, in her hometown of Chicago. She completed and communication studies from Drake University in Iowa. graduate studies at the University of Toronto.

Ian Boeckh is Executive-Chair Andrea Cohen Barrack of the Graham Boeckh Foundation is the CEO of the Ontario Trillium and is a Director of the Mental Illness Foundation, Canada’s largest granting Foundation of Quebec. Ian’s career has foundation. Prior to OTF, Andrea spanned mental health, natural resource was the CEO of Unison Health and management and policy, economic Community Services. She is recognized and financial forecasting as well as as a transformative leader for her investment management. His professional background is expertise in making organizations more effective. A long- primarily in the area of economics and finance. time volunteer, Andrea serves as the Chair of International Planned Parenthood Federation, Western Hemisphere Region. She is an Advisory Board Member for the Centre for Effective Philanthropy, a mentor with CivicAction DiverseCity Fellows and is the Vice Chair of the Dean’s Council for the Ted Rogers School of Management at

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Ryerson University. Her community involvement includes David Elton is President of the participation in initiatives that seek to find creative and Max Bell Foundation of Calgary. He is collaborative solutions to community and human rights a professor emeritus of the University issues. of Lethbridge, where he was a faculty member for 27 years. From 1980 to Jean-Marc Chouinard 1997, he served as President of Canada is Vice-President – Strategy and West Foundation, which is a Calgary- Partnerships, and has been closely based public policy think tank. David served as Chair involved in the development of the Lucie of the Board of Philanthropic Foundations Canada and and André Chagnon Foundation since continues to serve on the Boards of a number of national its beginnings in 2001. Mr. Chouinard’s research and public-policy oriented organizations. responsibilities include acting as liaison between the Foundation’s many and varied initiatives. He is Stephen Huddart is President also responsible for relationships with partners, institutions and CEO of The J.W. McConnell and the different organizations involved in areas related Family Foundation of Montreal. to the Foundation’s mission (childhood, families, fighting McConnell’s newest initiatives poverty, education, etc.). He is often required to play an include Innoweave, The McConnell active role in liaising with other philanthropic organizations. Reconciliation Initiative, Cities for In 2014, Jean-Marc was appointed to the Conseil supérieur People, and RECODE. Stephen’s career de l’éducation du Québec for a three-year mandate. He spans several fields and includes leadership positions in also sits on the board of directors for the Fonds Québec en the private, public and non-profit sectors. Prior to joining Forme, Avenir d’enfants and Réunir Réussir. All of these the Foundation, he worked with children’s singer Raffi as initiatives were created in partnership with the Quebec Executive Director of Troubadour Music Inc. and the non- government and are devoted to the overall development of profit Troubadour Institute. He co-founded and operated children and their families. the Alma Street Café, a community-based business, and subsequently held several executive positions with the BC SPCA, where he introduced innovations in humane food labelling, animal-assisted therapy, and humane education. He has also been a documentary filmmaker, a geophysical observer, museum curator and natural food store manager. Stephen serves on the board of Philanthropic Foundations Canada.

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Marcel Lauzière is the President Bruce LOURIE is president of the & CEO of The Lawson Foundation, a Ivey Foundation, a private charitable national family foundation that focuses foundation in Canada and a Director on child and youth development in of the Independent Electricity System Canada. Prior to his 2014 appointment Operator, Philanthropic Foundations to the Lawson Foundation, Marcel Canada, Canadians for Clean was president and CEO of Imagine Prosperity and the San Francisco-based Canada. His career also includes roles as Deputy Chief Consultative Group on Biological Diversity. He sits on the Executive of the Ministry of Social Development in New Advisory Board of Canada’s Ecofiscal Commission. Bruce Zealand; President of the Canadian Council on Social is the co-author of two best-selling books (including the Development; Special Advisor to the President at the Social internationally acclaimed Slow Death by Rubber Duck), Sciences and Humanities Research Council of Canada; and a Fellow of the Royal Geographical Society of Canada founding Executive Director of the Canadian Federation and an honorary director of the Canadian Association of for the Humanities and Social Sciences. Marcel is an active Physicians for the Environment. Bruce is a member of the volunteer and he currently sits on the Boards of YMCA board of Philanthropic Foundations Canada. Canada, the Public Policy Forum and the Accounting Standards Oversight Council. Colette Murphy is the Executive Director of the Atkinson Foundation. Valerie Lemieux is strongly Colette held leadership positions with committed to social change and to the Metcalf Foundation and United strengthening the charitable sector. Way Toronto prior to joining Atkinson She believes in the power of investing in 2012. She began her career working in charities through philanthropic in refugee resettlement with COSTI donations and through social Immigrant Services. Colette has served on numerous investment. She is proud to facilitate advisory boards including the Government of Ontario’s those activities through her work as General Director at Social Assistance Review Advisory Council and with the Catherine Donnelly Foundation and her 23 years Metrolinx’s Big Move 2.0 Project Advisory Committee. at innovative social lender, the Canadian Alternative She is currently a board member at the Wellesley Institute Investment Cooperative (CAIC). Through her background and Shareholder Association for Research and Education in television broadcasting and communications, Valerie has (SHARE). been a partner in Ticking Time Bomb Productions, a graphic and web design company.

Solving Challenges Together|pfc.ca/symposium2015 21 SPEAKERS

Adam Parachin is an Associate (Operations) in 1996. From 1998 to December 2004, he Professor at the Faculty of Law at served as Deputy Minister of Justice and Deputy Attorney Western University (Ontario). He General of Canada. teaches and researches in the area of charitable trusts. Prior to joining Lucie Santoro is Administration the law faculty, he was an Associate Director of Martin Aboriginal lawyer in the estates, trusts and Education Initiative (MAEI), and charities department of Fasken Martineau LLP. His recent oversees all planning and development published works and works-in-progress include research including coordinating with schools projects dealing with the regulation of political advocacy by and community partners, budgeting, charities, the income tax treatment of charitable donations public relations and media events. and discrimination by charities. Lucie has worked closely with The Right Honourable Paul Martin for over 30 years. She held positions of Senior Morris Rosenberg is President Advisor for Quebec in his tenures as Canada’s Minister and Chief Executive Officer of the of Finance and Prime Minister. She previously held key Pierre Elliott Trudeau Foundation positions with Canada Steamship Lines Group Inc. of since April 2014. His term started Montreal, including serving as Administrative Assistant in August 2014. He was previously to the President and Chief Executive Officer. She was a appointed Trudeau mentor in 2005. member of the Office des services de garde à l’enfance, He was Deputy Minister of Foreign appointed by the Government of Quebec. She is a Affairs from 2010 to 2013. Prior to this appointment, member of the Board of Directors of the Philanthropic Morris served as Deputy Minister of Health Canada from Foundations of Canada and recently joined their Public December 2004 to June 2010. He began his public service Policy Committee. She is a Member of the Circle on career with the Department of Justice in 1979. From Philanthropy and Aboriginal Peoples in Canada and sits 1989 to 1993 he served as Assistant Deputy Minister, on the Collaborative Circle on Education and Youth Corporate Affairs and Legislative Policy in the Department Leadership. She is a recipient of the Queen Elizabeth II of Consumer and Corporate Affairs. From 1993 to 1996, Diamond Jubilee Medal for her ongoing contributions to he served as Assistant Secretary to the Cabinet, Economic Canadian society. and Regional Development Policy, at the Privy Council Office. He was appointed Deputy Secretary to the Cabinet

22 Solving Challenges Together|pfc.ca/symposium2015 SPEAKERS

Sherri Torjman is Vice- Karen Wilkie joined the Carthy President of the Caledon Institute Foundation in September 2014 in of Social Policy. She is the author of the role of Program Director. Prior to numerous publications on welfare joining the foundation, Karen spent reform, disability income and supports, 10 years working to advance diverse caregivers and community-based public policy issues in her roles as an poverty reduction. In 1987 at the Intergovernmental Strategist with National Council of Welfare, she wrote Welfare in Canada: The City of Calgary and as a Senior Policy Analyst with the The Tangled Safety Net, which developed the methodology Canada West Foundation. for calculating welfare incomes in the country. She has written four books on disability policy. Sherri was co-Chair Bill Young is the founder of Social of the Technical Advisory Committee on Tax Measures Capital Partners (SCP), an innovative for Persons with Disabilities that reported to the Minister non-profit, social finance company of Finance and the Minister of National Revenue. She started in 2001. Throughout its history worked for the House of Commons Committee on the SCP has facilitated thousands of jobs Disabled, the House of Commons Committee on Child for people who face employment Care and the Royal Commission on New Reproductive barriers through social enterprise and Technologies. In 2012, Sherri was awarded the Queen the private sector by linking community hiring to attractive Elizabeth II Diamond Jubilee Medal for her policy work on financing. Before founding SCP, Bill worked in the private caregivers. She received the Top 25 Canadians Award from sector, primarily as CEO of Hamilton Computers – later the Canadian Association of Retired Persons in 2010. sold to GE Capital – and Optel Communications Corp. He began his career as a Chartered Accountant and holds Shelley Uytterhagen is the an Honours BA from the University of Toronto and an President of the Carthy Foundation, MBA from Harvard. He sits on numerous boards and a private philanthropic foundation in advisory boards involved in social finance and social Calgary that supports national and innovation and is a Member of the Order of Canada. regional initiatives in the charitable sector. She served as Program Director there from 2001 until 2008, when she was appointed President. She has had an active role in advancing philanthropy through her work as Board member of both the Canadian Environmental Grantmakers’ Network and Philanthropic Foundations Canada. Solving Challenges Together|pfc.ca/symposium2015 23 Thank you

Our symposium planning committee: Karen Wilkie, Carthy Foundation Allan Northcott, Max Bell Foundation Elizabeth McIsaac, Maytree Andre Vallillee, George Cedric Metcalf Charitable Foundation Mario Gravelle, The Counselling Foundation of Canada Leila Fenc, Deloitte Foundation

24 Solving Challenges Together|pfc.ca/symposium2015 SAVE THE DATES! PFC 2016 Conference November 1-3 Vancouver

Solving Challenges Together|pfc.ca/symposium2015 25 FLOOR PLANS

Toronto Marriott Downtown Eaton Centre Hotel convention LEVEL

26 Solving Challenges Together|pfc.ca/symposium2015 FLOOR PLANS

2nd Floor

Solving Challenges Together|pfc.ca/symposium2015 27 NOTES

28 Solving Challenges Together|pfc.ca/symposium2015 NOTES

Solving Challenges Together|pfc.ca/symposium2015 29 NOTES

30 Solving Challenges Together|pfc.ca/symposium2015 ABOUT PFC

Mission

PFC promotes the growth and development of effective and responsible foundations and organized philanthropy in Canada through provision of membership services, resources and advocacy.

Who We Are

PFC is a member association of Canadian grantmakers, including private and public foundations, charities and corporations. PFC was created as a nonprofit membership association in 1999 and became a registered charity in 2002 (charitable registration number 89295 2128 RR0001). We seek to support Canadian philanthropy and our members by: • encouraging public policies that promote philanthropy • increasing awareness of philanthropy’s contribution to Canadians’ well-being • providing opportunities for foundations to learn from each other.

Solving Challenges Together|pfc.ca/symposium2015 31 Philanthropic Foundations Canada | Fondations philanthropiques Canada 615, boul. René-Lévesque Ouest, suite 1220 Montréal (Québec) H3B 1P5 T 514.866.5446 | www.pfc.ca

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