Centre Wellington Community Foundation - Public Meeting 15-June-2015

Community Forum15 June 2015

www.cwcfoundation.ca


Master of Ceremonies Kelly Waterhouse

Today’s Agenda› Master of Ceremonies Kelly Waterhouse› John Black School Ukuleles Shari Roberts› Community Update Randall Howard› Vital Signs 2015 Erin Pratley› Mini-Grant Awards Bronwynne Wilton

John Morris› Wrap up and Questions


Foundation UpdateRandall Howard, Board Chair

a platform for building community

foundationfoundationcommunitycommunity

We are a tax-exempt public charity created by and forthe people of Centre Wellington.

Our mission is tostrengthen our community by helping donors achieve their giving goals and by

helping non-profits find resources to support their important work.

o enEndowment building &Personalized service

Endowment building &Personalized service

feature

one› Identify charitable giving options

› Customize giving approaches to match personal interests and tax planning needs

› Facilitate complex forms of giving

› Share knowledge on community priorities

› Offer grantmaking expertise and administrative services

› Offer involvement in recommending uses of a gift

› Help people create personal legacies via named funds

› Provide the option to give anonymously

Creating solutions that fit every situation

t owlocal grantmaking expertise

Local grantmaking expertisefeature

two

Making a difference where it is needed most

Arts & cultureChildren & youthEducationEnvironment

HealthSocial servicesSports & recreationSeniors

› Gather information and track local agencies and programs

› Direct grants and resources to appropriate areas

› Local organization with local staff andboard members

› Knowledge of community issues, opportunities,and resources

› Monitor all community needs…

eet rh community leadership

› Act as a community catalyst

› Build endowments to ensure grants are always available to support the community

› Support high impact opportunities

› Are governed by leaders with strong ties to our community

› Foster development of new organizations and programs

› Re-direct funds as community needs change

Community leadershipfeature

three

Our business is building community

eet rht owo en

Local grantmaking expertiseLocal grantmaking expertise

Endowment building & Personalized serviceEndowment building & Personalized service

Community leadershipCommunity leadership

1921 First Canadian community foundation established in Winnipeg, Manitoba

today More than 191 community foundations across Canada

› Serving citizens across the country – reach 82% of Canadians› $5 billion in assets› More than $176 million in local grants each year› And growing!

2009 Centre Wellington Community Foundation established by Harry Panjer from discussions in Cultural Affairs Committee

foundation

factsA Brief History of a Movement

Recent Momentum:• Launched Vital Signs initiative (for 2015)• Our first 3rd party fundraisers:

– Ian Evans South Pole Expedition and speaking (for Elora Green Space)– Jason Thompson & Athol Gow: Craft Beer Rendezvous & Alt Burns Night

• Four new funds, increased assets and granting• More volunteer community input: over 20 people• Increased mini-grant from $500 to $1000• Maddy Smith: Youth Delegate to Elevate150 in Banff• Involvement with CFC2015 Conference in Calgary


Our Numbers: FundsAsset base $350,000 in eleven funds:

– Community Fund (greatest needs)– Cedarcliff Fund (arts & culture)– Elma & David Jack Youth Recreation Fund– Elora Green Space Fund– Kath Hammond Literacy Fund– Middlebrook Social Innovation Fund– Community Leadership Fund (CWCF sustainability)


4 New Funds in 2014– Kate and Margot Community Fund

support community initiatives with additional leverage, including volunteer commitment

– Micklebring Fundfocus on literary, performing, visual & culinary arts

– Middlebrook Community Fundsupport emerging and strategic granting initiatives

– Riverfest Elora Fundsupport worthy initiatives in our community


Our Numbers: Granting


› 2014 grants: $26 215

› Cumulative: $87 000 in

56 diverse grants

2010 2011 2012 2013 20140

5000

10000

15000

20000

25000

30000

CWCF Granting ($)

Community Leader Volunteers• Board: Randall Howard (Chair), Nancy Wood (Secretary),

Jean Prichard (Treasurer), Michael Chapman, Toni Ellis, Brent Hallman, John Morris, Jason Thompson, Bronwynne Wilton

• Advisors: Doug Jack, Cindy Lindsay• Asset Development: John Morris, Michael Chapman,

Alan Ralston, Kathie Butcher• Communications: Brent Hallman, Curt Hammond, Lauren

Hallman, Melanie Lang, Tom Beyer• Granting: Bronwynne Wilton, John Morris• Vital Signs: Toni Ellis, Carolyn Skimson, Susan Thorning, Jason

Thompson, Carolyn Skimson, Lauren Hallmanwww.cwcfoundation.ca

Community Leader Volunteers (2)• Community Leadership Advisory

Council:– Andy Goldie, CAO Centre Wellington– Ron MacKinnon, Community Resource Centre– Paul Holyoake, Centre Wellington Social Justice Group– John Kissick, Artist & University of Guelph– Barb Lee, Elora Arts Council– Maddy Smith, Youth leader– Paul Young, Youth counsellor



Vital SignsErin Pratley, Vital Signs Project Coordinator

VITAL SIGNS IN CENTRE WELLINGTON

WHY VITAL SIGNS?

“Each Vital Signs report measures the vitality of its community in key areas, providing the community with critical information that can help set priorities and identify opportunities for action.”

(Vital Signs Website: http://VitalSignsCanada.ca)

AREAS OF FOCUS

• Arts and Culture• Leadership and Belonging• Gap between Rich and Poor

What do we know?

VITAL SIGNS PROCESS

• Indicators from Community Foundations Canada

• Community Consultations• Input and existing data to develop report

• Final Report- October 6 (National)

CONSULTING WITH THE COMMUNITY…

• 20 representatives from Service Providers, Community Groups, Business Community, and local government

• Leadership Advisory Group- Group of 7 community leaders who meet regularly

• Discussions with other key individuals/groups in the community

• SURVEY-• https://www.surveymonkey.com/s/VitalSignsCWCF

KEY ASPECTS OF REPORT

• Reaches everyday citizens and various audiences

• Reflects the current reality in the community

• Based on existing data (and identifies data needs?)

…

Fill out the SURVEY for a chance to win your choice of a one-day pass to Riverfest Elora or The Fergus

Scottish Festival!

https://www.surveymonkey.com/s/VitalSignsCWCF

Mark your calendar for the October 6th launch!


Mini-Grant AwardsBronwynne Wilton &

John Morris

Kathie Hammond Literacy Fund› Established to celebrate the life and passions

of Kathie Hammond.

› Money from this fund used to encourage and support children and learning.

› Presenter: Curt Hammond


Kate & Margot Community Fund› Supports a broad range of charitable activities

› Focus on grants leveraged by other support, including significant volunteer commitment

› Presenter: Bronwynne Wilton


Cedarcliff Fund› Funding to develop and maintain arts and

culture in Centre Wellington

› Grants may support operating and/or capital costs of organizations located or performing/showing in the Centre Wellington area.

› Presenter: Benny di Zitti


Community Fund› Our core non-restricted fund able to grant to a

broad range of worthy causes in our community

› Great choice for donors wanting to enable the broadest spectrum of local community initiatives.

› Presenter: John Morris


Investing in Our Community

1 888 713 [email protected]

“Helping you help your communityFor GOOD, For EVER”


mailto:[email protected]

Government & Nonprofit

Centre Wellington Community Foundation - Public Meeting 15-June-2015