COF AR2012 FINAL.Indd

2 0 1 2 ANNUAL REPORT more than building $5 million Mission, Vision & Values endowments distributed and personalized service Empowering Generations to Give. Our mission is to provide an ongoing contribution to the quality of life in our community through the stewardship of entrusted funds, grant making and community leadership. We promote excellence in philanthropy to $21.4 broad and effective enable our community to flourish. We bring million donors and charities together to provide for grant making the needs of the community today, tomorrow in assets and forever. The Central Okanagan Foundation encourages contributions to endowment funds which provide long term, sustainable support for valuable community charities as investing in the well as provide ways to make an immediate community community for impact today. 35 years leadership 2012 Annual Report – Contents 2 – Message from Executive Director 13 – Central Okanagan Foundation Donors 3 – Message from Board Chair 15 – COFFY - Central Okanagan Foundation for Youth 4 – Be Involved 16 – Endowment Funds 5 – Agency Profiles 20 – Financial Summary 7 – Grants and Endowments 21 – In Memory 11 – Donor Profiles 22 – Foundation Leadership Marnie Douglas (Bold Communications) • Sandy Magee (Redsand Creative) 1 Message from Executive Director he Central Okanagan Foundation is in For 35 years, COF has represented strength and stability its 35th year of working with individuals for the charitable sector in the Central Okanagan. We have and families and using philanthropic built a reputation of trust and continue to make a difference dollars to have an impact; to bring about by focusing on our key areas: endowment building and T something positive for a better community. personalized donor services, broad and effective grant making and community leadership. Since joining the COF in July, I have been overwhelmed by the community’s warm welcome. My education and career The COF is a charitable organization created through gifts have taken me across this vast country and back, and to a from thousands of generous people. And because we certain extent around the world, but I feel like I’m home — operate in perpetuity, these gifts will continue to grow this is definitely the community I want to live and work in and provide resources for generations to come. and I feel so fortunate to be back in the Okanagan. In my ongoing discussions with our donors, volunteers, staff, The heartfelt hospitality I have received is a reflection of the professional advisors and community leaders, I am truly remarkable role COF plays in our community. Every day I motivated by the promise and potential that lies ahead for COF. am reminded how COF touches lives, from one corner of our community to the next. I have met grateful students Community Foundations of Canada has recently launched who have earned bursaries and scholarships provided by a national initiative called ‘Smart & Caring Communities.’ generous COF donors. I have sat down with charitable I think this term fits perfectly with the goals and vision of the individuals who are making provisions for COF in their will. people of the Central Okanagan as we strive to build a truly I have talked to families who are honouring a lost loved one inclusive community. by establishing a memorial fund. I look forward to connecting with you in the near future. I have also had the opportunity to visit local agencies whose Please do not hesitate to contact me anytime at 250.861.6160 vitally important work has received support through our or through email at [email protected] grants program. We continually strive to collaborate with and support organizations doing outstanding charitable Thank you! work in our community, and also to identify and address unmet needs that can be met from philanthropic support. – Bruce Davies 2 Message from Board Chair goals and who are committed to supporting those in need, especially during challenging financial times. Sadly, Lionel Wace, a founding director of the COF, passed away this year. Without the unwavering vision and dedication of Lionel and our 15 other founding members, the COF would not exist and would not be the vital, ommunity foundations like the Central cornerstone of our community that it is today. Okanagan Foundation are a unique charity within the charitable sector; they are a true The board also bid farewell to two staff members and two reflection of the community’s needs, hopes, Board directors this year, all of whom played key roles during C and vision. The COF can use its resources to their tenure with the COF — Leanne Hammond-Komori , make a difference, look for ways that our dollars can spark executive director, Cheryl Claeys, donor relations coordinator, change and leverage other funding. Don Turri, chair of finance and Tom Fellhauer, past chair and chair of the organizational development committee. In our annual report, you’ll read about ways that we’ve worked to do this, and about the different community Thank you to the COF staff Cheryl Miller and Mark Oakley for organizations and people we’ve helped. Among the unique their support and dedication in 2011/12 and thank you and opportunities the COF was provided with in 2011/12: farewell to directors Ross Langford (chair of organizational development) and Jodie Foster Sexsmith (chair of Partnership with Service Canada to deliver Community communications) who are finishing their terms this year. Entity program. Partnership with Kelowna Community Resources, United The board offers a warm welcome to Bruce Davies, our new Way and the City of Kelowna to deliver Education Series. executive director, staff members Mya Brewis, Shannon Born Impact Fund: allows our donors to create legacies and and the 12 new fund holders who join the COF family. make a difference in their community immediately. As my tenure at COF comes to a close, I look back on the In the past year, 12 new funds were created, bringing the many directors, committee volunteers and staff that I’ve total to date to 286. From endowed gifts totaling nearly had the pleasure of working with over the past 14 years. $1 million last year, our assets have grown to more than I have had the great fortune of working with some of the $21 million at the end of our fiscal year. During that time, best community-minded people. That commitment shone more than $750,000 was distributed to a wide range of through many hours of discussions and deliberations to set charities. They have done admirable work with those a Strategic Plan in place for the COF in the past year. Now, resources. I will watch with enthusiasm and great support as it is carried forward. We recognize the generosity of donors who have chosen to partner with the COF to achieve their philanthropic – Louise Elliott 3 Be Involved Donate! Donors are at the center of the Foundation’s work. Our donors’ commitment to building a better Central Okanagan will make a lasting impact. We offer our donors a range of opportunities to make a difference in our community and maximize the impact of their philanthropy. We work with donors to ensure that their charitable aspirations are realized. Our leadership and expertise can mobilize resources in our community. Whether you wish to support a specific charity, a field of interest or our community granting program, together we can make it happen – both today and into the future. The easiest way to discover how the Central Okanagan Foundation can help you give more effectively is to give us a call and we’ll discuss your charitable interests and goals. Call Bruce at 250.861.6160 or email [email protected] Help spread the word! Whether it’s through the philanthropists we are so fortunate to work with or the people whose lives we’ve helped change for the better, word of mouth has helped COF build a strong reputation of trust and accountability over the last 35 years. If you have already experienced how COF is making great things happen in our community – please let people know! Tell your family, friends, clients and colleagues all about us. Volunteer! As a community charitable organization, we rely on our dedicated volunteers for guidance and support. Our Board of Directors and committee volunteers provide leadership and direction with governance, policy, strategy, communications, finance, fund development, grant making and investment. To enquire about volunteer opportunities please call 250.861.6160 or email [email protected] 4 Agency Profiles Centre Culturel Francophone Intercultural Society of the de L’Okanagan Central Okanagan ather Pandosy was a pioneering Catholic priest who magine walking through a slum neighbourhood, settled in Kelowna’s Mission area, establishing orchards where young children beg for food, there is open F and the first vineyard more than 150 years ago. I sewage and garbage in the streets and human trafficking is rife. Not in Kelowna, you think? He was also one of the first Francophones to settle in the area and is the centerpiece of a public art project at the In Kelowna this is merely a ‘mock slum’, part of a Centre Culturel Francophone de l’Okanagan (French demonstration to bring awareness to the struggles and Cultural Centre). joys of people living in different countries all around the world. Called Global Children’s Village, it is one of a series The Central Okanagan Foundation supported the public art of events held during Global Citizen Kelowna Week and project, which will see six murals developed by artist Henri supported by the Central Okanagan Foundation. Brazeau. The murals will be painted on the windows of the Centre Culturel Francophone de l’Okanagan downtown. “The objective is to create a reaction that will start a conversation among the families in the Okanagan about “The murals depict the history of Francophones in the area the issue of poverty and provide tangible examples of how and the impact they have had on shaping the Okanagan they can make a difference,” explains Joyce Brinkeroff, with Valley.

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