A Canadian way of
Transcription
A Canadian way of
THE GLOBE AND MAIL A special information feature AFP 1 New research reveals that Canadian philanthropy has greater depth than previously understood. For charitable organizations, this knowledge represents an opportunity to connect with donors and volunteers in a newly personal way. A Canadian way of giving A new report, published by Convio, HJC and StratCom, draws on extensive surveys with 1,500 Canadian donors to create a nuanced understanding of philanthropy in Canada. The results are both encouraging and surprising, say the report’s authors. “Canadians give differently than Americans and are exceptionally generous,” says Dennis McCarthy, vice president of Strategy at Convio. “Almost 65 per cent of Canadians are donors, giving primarily through tribute gifts in memory or honour of a loved one, monthly donations and small gifts at store checkouts.” While Canadians are similar to Americans in that we’re very engaged with charities that are important to us, we are different in that our engagement is focused much more around friends, family and community, he says. Patterns of giving are also markedly different. “Depending on what data you look at, Canadians are two to four times as likely to give monthly as Americans.” The research found that former reports on Canadian giving, based on Canada Revenue Agency reporting, overlook a number of channels of philanthropy. “The first channel of giving across all age ranges was gifts at the checkout counter, which doesn’t attract a tax credit,” says Michael Johnston, founder and president of HJC about The Association of Fundraising Professionals (AFP) represents more than 30,000 members in 222 chapters throughout the world, working to advance philanthropy through adarch, education vocacy, research, tion programs. and certification ion fosters The association nt and growth development ng professionals of fundraising es high ethical and promotes standards in the fundraison. ing profession. New Media. “When it comes to philanthropy, the picture is deeper and broader than previously reported.” Canada’s philanthropy sector is among the most mature and sophisticated in the world, says Mr. Johnston, whose organization conducts about 70 per cent of its operations outside the country. “Publicly funded universities and hospital foundations in Europe that compete on a global level for researchers are scrambling [to develop this capacity] while organizations AFP believess that to uman freeguarantee human cial creativdom and social ity, people must have the right to freely and orm orgavoluntarily form nizations to meet perceived cate causes and needs, advocate o support these seek funds to activities. here, such as Princess Margaret Hospital, are raising an extra $80 million or $90 million each year through their foundations.” For charitable organizations, the report illustrates that Canadian donors are “multi-channel” in their giving, says Mr. McCarthy. “A high percentage of older donors in Canada use new technologies to give – we found that 24 per cent of people over 65 give online, for example – and there was a significa significant number of the youngest age subset of the are open donors who say they to more direct mail from charities than they curren currently receive. But Gen Y and the millenniums tend to be moved by an word of peer-to-peer and mouth.” average Canadian On average, gift are on par charitable gifts A with those of Americans, but they tend to give to slightly fewer charities, so a the average amount they give per char charity tends to run a bit higher. hig They are also twic twice as likely to fri support a friend’s charitable endeavo endeavours. That means tha that while media plays an importa important role in conveying messages to the public, it’s also essential to provide supporters with mec mechanisms to connect with thei their friends. “Canadians trust fri friends more than people they do don’t know; if a friend asks a frien friend to make a contribution, that resonates much more than an anonymous mail or phone calls. calls.” Andrea McManus, chair of the Association of Fundraising Professionals International, the first Canadian to hold that role, says, “This report shows that we have just a much greater depth of giving in Canada than anyone realized. Canadians are getting involved in a variety of ways, some of which are difficult to attract or measure by conventional means. The challenge for organizations is to have multiple ways of providing information and inviting people into the organization, across the donor spectrum.” Charities are working very hard to meet the needs of donors, says Mr. Johnston. “Charitable organizations are doing more research. They’re listening more and being much more sensitive to feedback than they have in the past. They’re spending time, money and effort to do a better job of engaging donors, and that’s important.” “It’s a really exciting time for Canadian philanthropy,” says Ms. McManus. “Even 15 years ago, philanthropy was a word associated with people like Bill Gates and Warren Buffet. Today, it’s much more mainstream. But we still have a lot of work to do in encouraging more people to give. “Multi-channel communication will enable us to connect with donors to really show them the impact that they’re making and how important that is to society. This research shows that there is promise, potential and opportunity in this sector.” Canadians give differently ently than Americans and are exceptionally ge generous. Almost 65 per cent of Canadians are donors, giving i i primarily i il through th h tribute t ib t gifts ift in i memory or honour of a loved one, monthly donations and small gifts at store checkouts.” Dennis McCarthy, Vice President, Strategy, Convio “ inside: 2 Young fundraisers leverage their passion for golf and community into a win for cancer 4 Pharma employees champion palliative care 5 Corporate and charitable partnerships evolve for greater good online? Visit www.afpnet.org for more information. ENVIRONMENTAL CHAMPIONS PERSONAL PHILANTHROPY Grocery scion and World Wildlife Fund partner to support marine science students Affordable Private Giving Foundations continue to revolutionize the way Canadians support charities A W native Nova Scotian, who lives on the water on Northumberland Strait, Donald Sobey has “a great love and respect for the oceans, either when they’re violent or supplying fish.” The chairman emeritus of Empire Company Ltd., of which the Sobeys grocery chain is a wholly owned subsidiary, Mr. Sobey, 76, wants to do whatever he can to help the oceans survive and flourish. To that end he has established, in perpetuity, a $1.5-million endowment to provide scholarships for students in Dalhousie’s prestigious Marine Affairs Program and work placements with World Wildlife Fund (WWF), the world-renowned conservation organization. “I’d like Halifax, and Dalhousie in particular, to be the major centre for the study and protection of oceans,” he says. “I prefer to fund scholarships – I have about 25 in the business program at Queen’s – rather than invest in bricks and mortar. It’s more satisfying for me to see students come through and not have a big debt on their shoulders.” Marine, Page AFP 5 hen TD Waterhouse in 2004 became the first financial institution in the country to offer clients the opportunity to establish donor-advised funds through the launch of a Private Giving Foundation, it revolutionized the way Canadians could donate money to charity. Previously, when an individual or family set up a foundation, they had to assume all the fiduciary responsibilities of running the trust or corporation. It also required an initial contribution of approximately $1 million. With a donor-advised fund, however, TD Waterhouse takes on all the responsibilities of running the foundation. And the minimum contribution has been lowered to $10,000. “We took something that before had required you to be ultra wealthy to do,” says Jo-Anne Ryan, TD Waterhouse’s vice president, philanthropic advisory services, “and made it simple, cost-effective and accessible to many people.” Private Giving, Page AFP 6 AFP 2 THE GLOBE AND MAIL A special information feature A Canadian way of giving Award-winning young fundraisers score big win for cancer research W hen Edward Goodfellow lost a family friend to cancer in 2007, he was inspired to do what he could to help find a cure. “My biggest passions are golf and giving back to my community, and before I really put too much thought into it, the ball was rolling.” After Mr. Goodfellow enlisted the help of his childhood friend Andrew Fazackerley and his mom, Cathy Goodfellow, the “ball” turned into Strokes Fore Hopes, an annual golf marathon that raised $100,000 this year to help attract more than $1 million in provincial construction funding for redevelopment of the Cancer Centre of Southeastern Ontario. The dynamic team not only raised big bucks, they also received AFP’s 2011 Changing Our World/Simms Award for Outstanding Youth in Philanthropy, an international award that recognizes the top youth philanthropists from around the world. “It’s incredible to see what can happen when you have an idea and the community gets behind it,” Mr. Goodfellow. In each of three marathons, starting in 2008, Mr. Goodfellow and Mr. Fazackerley golfed for 24 hours. In the first year, they golfed alone and raised $17,000. This year, more than 200 volunteers came out to help. “You’re never too young to start giving back to your community,” he says today. “You can do anything you put your mind to – impossible is nothing.” Tania Little, chief idea officer at ideate Philanthropy, says, “Young people are engaging at a much earlier age, and many programs, such as Donation Nation, run by the North York Harvest Food Bank, are aimed at facilitating this engagement. In addition, many community foundations have youth advisory committees, enabling young people to engage in service at a much more strategic governance level.” Another primary impact of youth is through communication, she says. “When they’re passionate about something, they are very vocal, and they’re engaging on Twitter, Facebook and online groups. They become very engaged in the dialogue around causes, and they have literally thousands of friends to share ideas with.” Younger generations are passionate about causes versus brands, she says. “Corporations have traditionally focused on brand loyalty, but to engage a younger demographic, it’s essential to have an altruistic component built into brand programs. Young people see through the traditional ‘if you buy this, we’ll do this’; there is a certain level of skepticism. They want to see corporations support charitable organizations that have meaning and impact, aligning with them not just because it’s good for the bottom line, but because it is part of being a good corporate citizen.” Connecting with youth often means a lifelong connection to that individual, she says. “It is critical to be receptive and value their opinions and time. Ultimately, that person becomes an ambassador, amplifying the organization’s message among their networks.” (young people) want to see corporations support charitable organizations that have meaning and impact...not just because it’s good for the bottom line, but because it is part of being a good corporate citizen.” Tania Little, Chief Idea Officer, ideate Philanthropy “ GLOBAL COMMUNITIES Development and Peace makes ecological justice a priority T he international development organization Development and Peace has worked with communities in the Global South for over 40 years, addressing the root causes of poverty by supporting local social justice projects, such as those that empower women, promote democracy and strengthen human rights. The organization is now adding ecological justice to that list. “In the close to 30 countries in Africa, Asia, Latin America and the Middle East in which we work, environmental damage is perpetuating poverty. To help communities rise out of poverty and achieve sustainable development, we need to start addressing this issue. Respect for the environment is also a question of human rights,” says Michael Casey, executive director of Development and Peace. “Ecological justice will now become an important part of our programming. We work very closely with local partner organizations, and they are telling us that the environment has to be a priority; otherwise they will see the destruction of their communities. We are listening to their needs. Our donors from across Canada support us based on the long-term relationship of trust we build with our local partners.” For Development and Peace, this means supporting community-driven projects that aim to protect, restore and advocate for the environment. This, in turn, aims to improve land quality for agriculture, prevent the displacement of communities and help mitigate the effects of natural disasters. “As an organization, we also respond to emergencies, and natural disasters have increased tremendously over the last few years. We have responded to typhoons in the Philippines and the recent floods in Pakistan and Sri Lanka. Poor communities are hit hard because their infrastructure is weak, which makes the ability to recover all the more difficult.” What Will it Take to Protect our Oceans for Future Generations? Tomorrow’s leaders need the education, experience, and global reach to tackle issues like bringing endangered species back from the brink of extinction and rebuilding healthy and sustainable Atlantic fisheries. A unique gift is bringing Dalhousie University and WWF together to make it happen. Thank you Donald Sobey. Your vision, innovation, and commitment is bringing tomorrow’s leaders to today’s solutions. © 1986 Panda symbol WWF-World Wide Fund For Nature (formerly known as World Wildlife Fund). “WWF” and “living planet” are WWF Registered Trademarks. Image © Dalhousie University Image © Dalhousie University THE GLOBE AND MAIL A special information feature AFP 3 EXPERT OPINION Where are the philanthropists? By Andrea McManus, CFRE, President, The Development Group and Chair, AFP I f you’ve been following the data from Statistics Canada on charitable giving, you might think the state of Canadian philanthropy is relatively poor. The amount of giving has dropped for the last three years to about $7.8 billion in 2009. Even more significant, the percentage of Canadians claiming a charitable deduction dropped from 24 per cent in 2008 to 23 per cent in 2009, leaving us with about 5.6 million donors. Of course, the Statistics Canada data represents just those donors who claim a credit on their tax forms. But this group of donors tends to be wealthier and make significant donations. If those donors are fewer and giving less, how are we going to make up the difference? Corporations and foundations do give significantly and are great partners with charity. But they can’t be expected to fill in the gaps, especially as we emerge slowly from a global recession that many economists say will leave us with several years of very flat economic growth. Will our saviours be the very wealthy, such as those participating in the Giving Pledge? Perhaps they are the only ones with enough wealth to avoid (or ignore) the challenging economic environment and still support charity. But does that mean that philanthropy is now solely the realm of the very rich? Not at all. In fact, what the Statistics Canada data doesn’t show us, but new research does, is that there are significant philanthropists all around, in every community across Canada — and that the state of Canadian philanthropy is richer, more dynamic, more diverse and more exciting than you might realize. The Next Generation of Canadian Giving, the study highlighted in our top story, shows that there are nearly 16 million donors in Canada, almost triple what the Statistics Canada data indicates. The study also shows significant philanthropic interest and activity in all age groups of donors. Another recent study, The Cygnus Donor Study, shows that 45 per cent of donors gave more in 2010 than in 2009, while 42 per cent gave about the same. Even more importantly, nearly 80 per cent plan to give more in 2011, while just seven per cent said they would give less. But it’s not just the quantity of Canadian philanthropy that is far greater than you might think, it’s also the quality. My organization, the Association of Fundraising Professionals, runs an international awards program, and Canadian charities are regular winners (the most recent being SAIT Polytechnic in Calgary). TELUS was our Outstanding Philanthropic Corporation in 2010, and Safeway, nominated by several Canadian charities, was the recipient this year. Perhaps most inspiring, Canadian youth are accomplishing extraordinary things as well. Bilaal Rajan was four when he first started fundraising for charitable causes and was named UNICEF Canada’s National Child Representative at the age of eight. Teenagers Andrew Fazackerley and Edward Goodfellow raised $1 million for cancer research. Look no further for the next round of Canadian philanthropists, and there are many more examples I could name. The point is, everyone can be a philanthropist, regardless of age, wealth or any other factor. The only question you have to answer — the only limit you have — is how much impact you want to make. The donors who are participating in the Giving Pledge have promised a majority of their wealth. Maybe you can’t do that, but what would giving two per cent of your income look like? Five? Even 10? You don’t have to give a sixfigure gift in order to be a philanthropist. Everyone who gives is a philanthropist because that’s what philanthropy is — simple but powerful acts of giving, caring and sharing. We don’t have to ask where the Canadian philanthropists are because they’re right here, all around us. They probably include you, whether it’s mentoring, volunteering, giving or even helping to raise awareness and money. Canadians are getting involved in all sorts of ways and making incredible impact — which is why the state of Canadian philanthropy, even in difficult times, is very, very strong. INSIDE AND OUT, PEOPLE MAKE THE DIFFERENCE Behind charities, committed donors, volunteers and staff work for a greater good SALLY FLINTOFT Calgary Health Trust Sally Flintoft, the new chief executive officer of the Calgary Health Trust, has a 21-year history of success in health care philanthropy. She joins Jill Olynyk, chief operating and financial officer, in aligning the organization’s mission with the Alberta Health Services Five-Year Action Plan, fundraising to support those goals and building strong community partnerships. Together, Ms. Flintoft and Mrs. Olynyk will ensure the Calgary Health Trust continues to deliver on its vision, enabling donors and volunteers to participate in strategies advancing excellence in community health care and wellness. Since 1996, the Calgary Health Trust has raised almost $315 million from donations, lotteries and special events. SYLVIA CHROMINSKA Women’s College Hospital Foundation Sylvia Chrominska, group head, Global Human Resources and Communications, Scotiabank, is the chair of The Campaign for Women’s College Hospital. “Women’s College Hospital Foundation has a long history of leadership in women’s health. I see my role in raising money as helping to enable the future of women’s health – you can’t practice new medicine in a very old building. “Women’s College Hospital is the first and only independent academic ambulatory care hospital focused on women’s health in Ontario, developing new approaches to care that will reduce in-patient hospitalization; working on things like prevention and disease management, which will ultimately relieve the strain on the health care system.” WILLIAM FRANCIS The Salvation Army William Francis, territorial commander of The Salvation Army, Canada and Bermuda Territory, says The Salvation Army’s Dignity Project (www.salvationarmy.ca/ dignity) is designed to make Canadians aware of the reality of poverty in the 21st century. “Dignity for all people is at the heart of The Salvation Army’s mission. It’s about feeling connected; about a sense of belonging and improved self-worth. We believe that how we treat our most vulnerable citizens matters.” Poverty puts dignity out of reach for one in 11 people in Canada today, he says. “Through online events, on-the-street outreach, traditional advertising and social networking, The Salvation Army is enlisting your support to make dignity possible for all.” JODI SIMKIN Canucks Autism Network RILEY SAMUEL SickKids Foundation Jodi Simkin, executive director of the Canucks Autism Network (CAN), says the organization was founded by Paolo and Clara Aquilini in 2008 to empower children and families living with Autism Spectrum Disorder (ASD) throughout British Columbia. Since then, CAN has done a remarkable job, delivering high-quality programs including sports, recreational, social and vocational opportunities that allow those living with ASD to participate. With an estimated 7,500 children living with autism in the province, CAN has been working diligently to expand programs and raise awareness. “We are proud of our accomplishments to date, but know there is much work to be done to further support the families we serve,” says, Ms. Simkin, noting that CAN is generously funded in part by the Canucks For Kids Fund. Riley Samuel may be young, but he’s already a proven, capable fundraiser. Inspired by his sister Rebecca’s two life-saving liver transplants, 13-year-old Riley emerged as last year’s top “Change Crusader” – a group of heroic child volunteers who support SickKids Foundation by asking for donations from classmates, co-workers, family and friends. Riley says he was so grateful for “the miracle of life given to my sister,” he was motivated to raise more than $25,000 in just six weeks for the Transplant Centre at SickKids. For more information on fundraising events for SickKids Foundation, please visit: www.sickkidsfoundation.com/ events. This report was produced by RandallAnthony Communications Inc. (www.randallanthony.com) in conjunction with the advertising department of The Globe and Mail. Richard Deacon, National Business Development Manager, rdeacon@globeandmail.com. CALGARY HEALTH TRUST JACKIE MAXWELL ARTISTIC DIRECTOR NIAGARA-ON-THE-LAKE, ONTARIO Now through October 30 Centre, Manitoba’s largest tertiary academic research hospital. There she was responsible for reinvigorating their $25 million Breakthrough! campaign, as well as Fifty seasons at the Shaw Festival would not have been possible without support from thousands of donors along the way. WE SALUTE ALL OUR SUPPORTERS – past, present and future – and look forward to the next 50 years! 1-800-511-7429 shawfest.com Claire Jullien in CANDIDA. Photo by David Cooper. Sally G. Flintoft It is with great pleasure that we announce the appointment of Sally Flintoft as the Health Trust. Her appointment as CEO was unanimously approved by the Trust’s Board of Directors this April. Ms. Flintoft is a leading development director in Canada and brings a wealth of experience in health care fundraising to the Trust. Her 21 year career has been dedicated to health care philanthropy, having worked for the Toronto General & Western Hospital Foundation, University Health Network and KCI Philanthropy, Canada’s largest fundraising consultancy. She was most recently President & CEO of the Health Sciences Centre Foundation, the fundraising arm of the Health Sciences Sally Flintoft’s appointment as CEO ensures the Calgary Health Trust will continue to deliver on their vision, enabling donors and volunteers to participate in strategies advancing excellence in community health care and wellness. The Calgary Health Trust connects donor passions with health care needs. Together we are touching lives in our community every day by raising funds for enhanced technology, programs and services at the Foothills Medical Centre, Peter Lougheed Centre, Rockyview General Hospital, Women’s Health, Carewest continuing care centres and other community health programs and facilities. Connecting donor passions with health ca re needs. AFP 4 THE GLOBE AND MAIL A special information feature A Canadian way of giving Caring pharma employees champion end-of-life care W hen pharmaceutical giant GlaxoSmithKline Inc. (GSK) asked its Canadian employees in 1997 what causes the company’s charitable foundation should support, the number one choice was hospice palliative care. “They told us that hospice care is an area of the health care system that deserved more attention,” says Kelly O’Neill, manager, corporate communications and community partnerships for GSK. “They also liked that it was an issue not tied in any way to one of our products.” Thus began a relationship between The GlaxoSmithKline Foundation and the Canadian Hospice Palliative Care Association (CHPCA) that has endured for 14 years. The CHPCA was established in 1991 and since then has been a voice for a subject many Canadians still feel uncomfortable discussing. “People don’t usually want to talk about death or dying,” says Sharon Baxter, the CHPCA’s executive director. “But that is starting to change. More and more people, especially aging boomers, are looking at the issue of quality end-of-life care, whether at home or in a hospice.” That interest, she says, is likely to increase in the next decade. According to Ms. Baxter, 259,000 Canadians died in 2007. She says by 2020 that number is expected to increase by 33 per cent. GSK supports several of the association’s key initiatives, including a website called Living Lessons, which the foundation fully funds, and which is linked on GSK’s corporate website. At Living-Lessons.org, visitors can find resources and other information about the CHPCA’s campaign to create a public and policy environment that recognizes and supports end-of-life care, and counters what it calls “our death defying medical system and our death denying culture.” There are several indications that GSK’s commitment is more than just token support of a worthwhile cause. One is its decision, in 2002, to become one of the first corporations in Canada The Canadian Hospice Palliative Care Association and GSK employees partner to advance recognition and support of end-of-life care. PHOTO: ISTOCKPHOTO.COM to provide compassionate leave of up to 13 weeks for employees who need to provide care or support in such instances as a loved one’s critical or terminal illness. “I find it interesting,” says Ms. Baxter, “that when the federal government instituted this kind of benefit two years later, it offered only eight weeks.” Over the years, more than 125 GSK employees have taken advantage of the benefit, says Ms. O’Neill. Another indication is the decision by GSK’s president and CEO, Paul Lucas, to join CHPCA’s “Champion’s Council.” The council, which was established last year, is comprised of a group of key leaders in Canada who have offered to advance the profile of hospice palliative care across the country. “With all the things someone at his level has to do, to give us the time to be on the council is exceptional,” says Ms. Baxter. “It really shows that GSK is genuine in its support for this important issue.” CORPORATE GIVING Bed retailer’s pledge helps provide‘a place to call home, a bed of their own’ A s many as 300 women, a number of them with children, will have a bed of their own in a home of their own thanks to Sleep Country Canada’s pledge to donate new beds for every resident moving into the new YWCA Elm Centre in Toronto. “The mattress part of it especially makes a really neat symbol “ because many of these women have never had a clean bed of their own before,” says Sarah Blackstock, the YWCA’s director of advocacy and communications. Elm will have 100 “supportive” units set aside for women with significant mental health and addiction issues, 50 units for women of Aboriginal ancestry, and 150 units for single women and families, most of whom could not afford to live in downtown Toronto where many hold down low-income jobs. “It’s going to be a lovely place to live,” says Ms. Blackstock, adding that the project has received support from a wide range of To- rontonians, from philanthropists and corporate donors like Sleep Country to ordinary citizens giving what they can afford at the parish level. “They recognize that affordable housing is a part of what it takes to build humane communities,” she says, pointing out that research and experience demon- strate that in supportive, stable environments, the quality of life improves not only for the individuals directly affected, but society at large because it reduces social costs associated with poverty. “It’s not just about the number of beds,” says Ms. Blackstock. “It’s about encouraging society to invest in this kind of housing.” The mattress part of it especially makes a really neat symbol because many of these women have never had a clean bed of their own before.” Sarah Blackstock, YWCA’s Director of Advocacy and Communications CORPORATE GIVING For telecom giant, win-win approach drives campaign success The campaign took off, in stores and online. “We expected we’d sell somewhere between 30,000 and 35,000 phones,” says Ms. Schnarr. “But we ended up selling 60,000.” The company tied the promotion into a Facebook presence that also paid dividends to all players, including the company, the cause and customers. It developed an app that allowed users to turn their Facebook photo pink, and for every user who did so, the company kicked in an additional dollar, and as many as 820,000 Facebookers blushed in response. Help us Close the Door on Abusee and Open the Door to Hope Interim Place provides 24 hour crisis counseling, emergency shelter, advocacy and community support and outreach programs and services for women and children fleeing violence. Since our 1981 inception we’ve sheltered and supported over 38,000 women and their children flee violence in the Peel Region. “It was rated one of the top-three social media campaigns to run on Facebook in 2010,” reports Ms. Schnarr. Even more rewarding, the company’s Facebook “likes” went from 30,000 to a whopping 540,000 on its English site alone, with another 55,000 popping up on the French côté. So why did it all work so well? Because of the way everyone involved came out a winner, she says. Customers got a distinctive product they wanted and a chance to effortlessly support a cause they respected, the company won through sales, and the community and the cause benefitted from the monies raised. And because everyone was winning – and having a little fun – once the campaign had some momentum, it was pretty much self-sustaining. Adding traction, says Ms. Schnarr, was the fact that the money was going into tangible assets donors could actually see, in this case the digital mammography equipment. “A woman who bought a phone in Toronto could one day find herself at Princess Margaret Hospital experiencing the equipment she actually helped to purchase,” she notes. “Research is critically important – and we will continue to support it – but it was remarkable to see how much incorporating tangible and visible results into a campaign energizes it and gives it life.” Companies exercising corporate social responsibility deserve recognition for the contributions they make, but the benefits are sometimes obscured by the fact that the connection between effort and results is dimly perceived by customers. The TELUS Go Pink case proves that when tangible results are accompanied by fun and creative social media, everyone wins, and everyone knows it. TELUS was named the top philanthropic corporation in 2010 by the Association of Fundraising Professionals, the only Canadian company to be awarded this recognition. MDP MASTER’S IN DEVELOPMENT PRACTICE INDIGENOUS DEVELOPMENT Want to make a difference in the world? Support aspiring students in The University of Winnipeg’s new Master’s in Development Practice (MDP) program. The Master’s in Development Practice is an international degree program like no other. The University of Winnipeg aims to train and equip students with the skills and practical, on the ground, knowledge to start working and making a difference in communities across Canada and abroad, particularly in Indigenous communities. Graduates of the MDP program will help chart new paths in development practice to reduce poverty and improve social and economic conditions worldwide. The time is now to make a difference! Our Vision is i for f a world ld ffree off violence i l – a world ld off peace andd justice j i For information about how you can affect positive change in the lives of women and children experiencing abuse please contact us. Manager of Development: (905) 403-9691 X 2223 Website: www.interimplace.com Charitable Registration # 10751 0059 RR0001 Give to the Master’s in Development Practice Fund. Visit www.uwinnipegfoundation.ca to donate online. online? Visit www.afpnet.org for more information. W hen it comes to exercising corporate social responsibility, making it a win-win for all parties involved leads to both campaign success and program sustainability. That’s the word from Jill Schnarr, vicepresident of community affairs for telecom powerhouse TELUS. An almost textbook example of that principle at work was the company’s Go Pink promotion in 2010. From May to December, TELUS donated $25 from every pink BlackBerry it sold for new digital mammography equipment and technology at Canadian hospitals. THE GLOBE AND MAIL A special information feature AFP 5 Corporate partnerships help charitable organizations engage stakeholders C orporate organizations have been key supporters of charitable endeavours for centuries, and that relationship is as critical as ever. But the nature of that partnership is changing. Not long ago, says Mark Hierlihy, vice-president, Cause & Consumer Strategy, C’volution – a consultancy that helps companies authentically engage charities – corporations typically tended to limit their support of charitable endeavours to philanthropic gifts. Today, it is much more likely that corporations will not only give money, but will be partners in championing a cause. “We call it ‘cause marketing.’ For the most part, charities cannot afford to advertise, so the awareness that corporations can help create is very important.” Cause marketing is a partnership between company, cause and community, he says. “When done right, it is very powerful, because it is the community stakeholder that becomes most engaged.” Effective partnerships are built on an authentic foundation, says Mr. Hierlihy. “The cause must be something that the organization’s consumers care about, and that is right for the corporation. If the company has a product that might undermine the cause, it isn’t a good partnership. Secondly, the organizations must have a common audience.” One example is grocery retailer Safeway, which was honoured with the Association of Fundraising Professionals 2011 Outstanding Corporation award and nominated by several Canadian charities. “The energy of our philanthropic pursuits stems from the compassion of our employees,” says Renée Hopfner, director, Community Investment & Corporate Social Responsibility. “Whether collecting donations at the check stands, organizing a community event or volunteering with a local charity, each employee plays a vital role in our company’s collective efforts.” Together with customers and employees, Canada Safeway stands behind breast and prostate cancer research as well as support for thousands of families living with disabilities. These partner- ships have enabled innovative programs around research, mobility grants for those suffering from neuromuscular disorders, once-in-a-lifetime camp opportunities for young people and the development of sport programs for aspiring athletes. Canada Safeway has a longstanding history of supporting the communities it serves, says Ms. Hopfner. “Even though we live in different provinces and come from diverse backgrounds, we all believe in the power of caring for our neighbours.” MARINE CONTINUED FROM PAGE AFP 1 Sobey Fund for Oceans enables Dalhousie to attract“best and brightest”in support of ocean communities The endowment will be managed jointly by Dr. Lucia Fanning, director of the Marine Affairs program, which is in the university’s Faculty of Management, and Dr. Robert Rangeley, vice president Atlantic of WWF. “Donald was surprised at first when he heard we proposed to anchor the program in that faculty,” says Dr. Rangeley, a marine ecologist. “But he was excited when I explained that it would function like a ‘hub’ for students from all relevant areas of study. With the Sobey Fund for Oceans, we are seeking to attract the best and brightest minds across multiple disciplines – from marine biology, to law, oceanography, management, journalism and economics – to create new ways for ocean communities to flourish.” COMMUNITY PARTICIPATION Real estate giant sparks race to women and children’s aid I t was the kind of day many of the women and children staying at Interim Place haven’t had enough of in their lives. It was the Royal LePage Shelter Foundation Royal Race held at Playdium in Mississauga, with proceeds – $35,000 – going to Interim Place, a caring facility that provides shelter and support for women and children fleeing domestic violence. “The really great thing was the way organizer Mike Kennelly opened up the event so the women and children in the shelter could participate in the go-kart race,” says Interim Place development manager Catherine Da Costa. “Along with the amazing experience, they got to see first-hand that there are compassionate people in the community like Mike who care about their plight.” She says the event not only raised the profile of Interim Place, but also served to highlight the critical issue of violence against women. This year’s Royal Race will take place in September. Known as Canada’s “Ocean University,” Dalhousie expects the prestigious scholarships and work placements to begin in the upcoming academic year. “Each award recipient will also be recognized as a ‘Sobey Ocean Conservation Ambassador,’” says Dr. Fanning. “I believe that while there are obvious gaps in our scientific understanding of the interconnectedness of the oceans, we actually make rather limited use of the knowledge we do have when making decisions about the oceans,” she says. “So for me, finding innovative ways to enhance and influence the decision-making process should be a critical first step in what the students work on.” There is no shortage of challenges for students to tackle, notes Dr. Rangeley, citing the need to align economics and best ocean management practices in the move towards a fully sustainable seafood industry, and the ongoing need to protect vulnerable habitats and endangered, species, among the concerns. For example, whales such as the North Atlantic right and northern bottlenose are endangered, and many of the 28 species of sharks that frequent Canadian waters are at risk.” Donald Sobey, who has been associated with Dalhousie University and WWF for many years, is convinced that we need to create sound arguments against harmful environmental practices in order for change to occur. He recalls a successful campaign WWF was behind some years ago to protect the Gully, an ecologically fragile underwater canyon near Nova Scotia’s Sable Island. After the science and the management solutions were brought to the table, the fishing and oil industries agreed to comply with the new rules governing resource use. “Eventually we got the Gully protected by law,” Mr. Sobey says. “So I know the power of information and education.” STAYING AHEAD BY SUPPORTING CANADIAN COMMUNITY PARTICIPATION South Okanagan winery makes a splash for local charities COMMUNITIES. N estled on Oliver, B.C.’s sundrenched Black Sage bench, Le Vieux Pin Winery may be small in size, but this boutique winery has built an admirable reputation for its top-tier, awardwinning wines and for hosting splashy summer soirées with a charitable heart. This year’s big event – Rendez-vous at Le Vieux Pin vineyard – takes place on Saturday, August 20. Proprietors Sean and Saeedeh Salem are enticing socialites to join in a “gastronomic Tour de France paired with French-inspired wines and sensational entertainment.” Half of the $500 ticket price will cover partial costs, including gourmet catering provided by Vancouver’s celebrated C Restaurant; the balance of proceeds will benefit Women United in Philanthropy and South Okanagan General Hospital. “We are confident that everyone who attends will have a memorable time and through this participation help change the future for children in the Lower Mainland Saeedeh and Sean Salem’s Rendez-vous at Le Vieux Pin event will support Women United in Philanthropy and South Okanagan Hospital. PHOTO: SUPPLIED as well as help preserve the quality of health care delivery in the South Okanagan,” says Saeedeh. To learn more, visit www.levieuxpin.ca. COMMUNITY PARTICIPATION Canadian companies join Walk for a greater good D riven by corporate values and passionate employees who want a better future for the world’s most impoverished citizens, an increasing number of Canadian companies including PwC Canada, Scotiabank, KPMG, Deloitte, RBC and others are backing Aga Khan Foundation Canada’s World Partnership Walk. Held in communities across Canada during May and June, thousands of people, including proud members of corporate teams, join for a day of familyoriented activities, ‘taking steps’ to raise money and awareness vital to helping the world’s neediest citizens. Last year, 40,000 people in 10 Canadian cities raised over $6 million, with 100 per cent of the funds invested by AKFC in programs that support communitydriven, sustainable solutions to poverty in impoverished communities of Asia and Africa. According to AKFC, there are three easy ways to participate in this year’s Walk: Become a sponsor; make a donation; or form a corporate team. Visit WorldPartnershipWalk.com GlaxoSmithKline, one of Canada’s leading research-based pharmaceutical companies, has a proud tradition of charitable and community support. Being a socially responsible company is one of our key priorities, and through The GlaxoSmithKline Foundation we support projects that are innovative, sustainable and results-oriented. At GSK, we stay ahead by putting the wellbeing of Canadians before anything else. Discover more at GSK.ca AFP 6 THE GLOBE AND MAIL A special information feature A Canadian way of giving Personal experiences prompt financial advisor to dig deeper for juvenile diabetes E specially since the elimination of the tax on capital gains on donated securities, Ashit Dattani has always encouraged his clients to consider donating to charity. But when his eight-year-old son, Samir, was diagnosed with juvenile diabetes last December, the investment advisor and portfolio manager for TD Waterhouse Private Investment Advice understood the motivation for philanthropic donations on a much more personal level. “One factor that motivates giving is when there’s a personal connection to a disease or a cause,” he says. “If it’s a disease, when we know the challenges associated with it, we are far more likely to donate to it.” Late last year, Mr. Dattani and his wife Kristin learned that Samir had type 1 diabetes and would have to deal with it for the rest of his life. They suspected something was wrong because of their son’s sudden weight loss and his insatiable thirst. Just before he was diagnosed, he drank When Samir Dattani (right) was diagnosed with type 1 diabetes, his father Ashit’s commitment to philanthropy became even more “personal and meaningful,” he says. PHOTO: SUPPLIED up to 16 glasses of water in a day. A type 1 diabetic does not produce any insulin. Without insulin, the body has a difficult time processing sugars, ultimately leading to ketoacidosis, which, untreated, can lead to serious, life-threatening consequences. Treating a child with juvenile diabetes exacts a stressful toll on a family. “Samir has to test his blood five to seven times a day and have about four injections of insulin a day,” says Mr. Dattani. “Most parents, like us, have to wake up in the middle of the night to check his sugar levels. It’s a very hands-on type of disease.” Since Samir’s diagnosis, Mr. Dattani has become actively involved in raising awareness about the disease and in fundraising for the Juvenile Diabetes Research Foundation ( JDRF). He and his wife have also donated securities to JDRF and are considering establishing a donor-advised foundation with JDRF as the recipient. He has found that since Samir’s diagnosis he has become an even more passionate advocate of charitable giving. “I was always encouraging clients to take advantage of the tax benefits, and personal satisfaction, of donating,” he says. “I do that even more now.” Since TD established the Private Giving Foundation, a donoradvised fund, Mr. Dattani has noticed a growing enthusiasm among families who take advantage of them. “For some clients, it has become very much of a family issue where they get their kids involved doing research into where to direct their donations,” he says. Speaking perhaps for himself as much as his clients, he says that for many it’s not just writing a cheque at the end of the year or having money taken off a pay stub. “It’s a different mindset to donating than what we’ve seen before. It’s become a really personal and meaningful undertaking.” PRIVATE GIVING CONTINUED FROM PAGE AFP 1 Donor-advised funds leverage personal philanthropy Ms. Ryan brought the concept to her bank after seeing how successful it had been in the U.S. “We invest the funds for our clients and have a target payout of five per cent a year to the charities of their choice,” she says. “Since its inception, we’re over $130 million in endowment and we’ve paid out over $20 million to registered charities.” While many clients find the donor-advised fund attractive, Ms. Ryan notes that women are playing an increasingly important role in philanthropy. Since the 1980s, she says, the number of Canadian women who are the active breadwinners has tripled. By 2002, women made up one-third of the self-employed market in Canada, according to TD Economics. “Women are more likely to give time as well as money to a charity they believe in,” she says. “A donor-advised fund allows them to get involved in causes they want to support over the long term.” That is particularly true for Toronto’s Ruth Mandel, who created her donor-advised fund a few years ago. An author and artist, she is also the owner of Ruthcrest Holdings Inc., which is part of her family’s real estate business. “I was being put through a deliberately aggressive divorce and needed a strong symbolic gesture to say that I will be the one who will determine where my money goes,” she says. A passionate advocate of issues such as “generosity, the protection of women and social justice,” she earmarked her donations to specific initiatives such as Amnesty International’s campaign against the stoning of women and the December 6th Fund, which provides interest-free loans Jo-Anne Ryan, Vice President, Philanthropic Advisory Services, TD Waterhouse to women escaping abusive relationships. “Donating for me crosses into the personal,” says Ms. Mandel. “The donoradvised fund allowed me to learn extensively and to move my charitable giving to a more comprehensive level. It also allowed me to come out and identify myself more strongly as a philanthropist.” When the federal government in 2006 eliminated the capital gains tax on donations of appreciated publicly traded securities, that created “a huge surge” in charitable giving overall and in the establishment of donor-advised funds, says Ms. Ryan. Canadians, she points out, are among the most charitable people on Earth, and the change in the capital gains tax rules just added to the incentive to donate. Clients have reacted in an incredibly positive way since the Private Giving Foundation was launched, she says. “They can get a tax credit of between 43 and 50 per cent, depending on which province they live in. And if they’re donating appreciated securities to charity, they’ll get the tax receipt for the market value and also not have to pay capital gains tax. Normally if you sell a stock, 50 per cent of the capital gain would be taxed as income.” The result, she says, is that people can take charge of their philanthropy and redirect money that used to go to the Canada Revenue Agency to causes that are important to them. Ruth Mandel encourages those who have the resources to take advantage of the new foundation opportunities. “Just do it, baby,” she says. THANK YOU TO OUR LEADERSHIP DONORS Family legacies leave lasting impact The family of Ken Thomson & the family of Audrey Campbell in memory of Irma Brydson The Hon. Margaret & Mr. G. Wallace F. McCain Nancy Ruth The Caring Foundation BMO Financial Group Bondfield Construction Company Limited CIBC Kiki Delaney Susan & Cecil Hawkins The Morrison Foundation The Estate of Priscilla Prichard The Rotary Club of Toronto Charitable Foundation The Schad Foundation Scotiabank Sisters of St. Joseph of Toronto Sleep Country Canada The Estate of Kathleen Sloan The Sprott Foundation TD Bank Financial Group Diane Walker Wigwamen Incorporated Whirlpool Canada Joan & Robert Wright, Karen Pitrey, An Richardson, Janice Wright, and Sarah Wright Across Canada, family giving adds up for charities and their beneficiaries. Here are two sterling examples. Slaight Family Foundation honours arts A special gift from the Slaight Family Foundation has brought immense benefits and long-term impact to the Academy at the Shaw Festival. The academy began in 1985 as an informal skills exchange among company members, and is now the professional training, play development, publishing and public education wing of the Shaw Festival repertory theatre. This gift has empowered The Shaw to significantly broaden these activities, including the launch of the inaugural Mandate Intensive in 2010, a two-week program to immerse new and emerging artists in the period of The Shaw Mandate (plays written by Shaw, his contemporaries, or plays set during his lifetime of 1856 – 1950). To honour the legacy and generosity of the Slaight family, the Academy at the Shaw Festival has been renamed The Slaight Family Academy. “Leadership at this level clearly demonstrates a commitment to future generations of artists, students and theatre patrons,” said Colleen Blake, executive director. “We are extremely grateful to the Slaight Family Foundation for their inspiring vision.” Dr. Douglas W. Leatherdale Global Citizens Internships Established in 2005, the Dr. Douglas W. Leatherdale Global Citizens Internships offer unique opportunities for University of Winnipeg students to study and work overseas while receiving academic credit for courses related to global citizenship, human rights and issues affecting the planet. To date, the Leatherdales’ generous gift of $500,000 has helped 25 deserving students gain experience as true global citizens. Money raised through the University’s ‘A World of Opportunity’ Capital Campaign support the continued development of this invaluable program. To donate, visit www.uwinnipegfoundation.ca. THE GLOBE AND MAIL A special information feature AFP 7 Used wisely, technology giving donors and charities a new edge F or charitable organizations, technology can deliver two invaluable benefits: increased engagement and lower fundraising costs. But not all organizations realize those benefits, says John Bromley, vice president, Vancouver-based Benefic Group, a pioneering thought-leader in charity strategy and legal counselling. “Charities are rushing into technology because they feel they must. I agree, but my concern is that they miss developing an effective mindset.” Mr. Bromley, whose firm recently founded two technology startups, Peer Giving Solutions and Chimp Technology Inc., says “ social media is much more than just getting Twitter and Facebook accounts. “It is a democracy of engaged communicators. It’s no longer about messages controlled by one or two people in your communications office – what other people say about you is more important than what you say about yourself.” Communication has increased in velocity and complexity, says Mr. Bromley. And while social media is free or low cost, he recommends organizations invest in people and web-based technology that can engage users effectively. “People live in social media now. The Internet is the new bricks and mortar. Yesterday, you needed an office, 10 fundraisers and two communications people. Today, many well-established organizations are being outpaced by startups that build their infrastructure around the Internet. The Internet is not a supplement – it’s the present and the future.” At Medecins Sans Frontieres/ Doctors Without Borders Canada, an international emergency humanitarian organization, technology is enabling donors to align with the organization’s mission in new and powerful ways. “In the field, we respond to epidemic outbreaks, natural disasters and changing patterns of war,” says Rebecca Davies, director of fundraising. “We therefore use communication channels and fundraising strategies that mirror our reactivity on the ground. Online, digital and social media channels allow us to be more timely than ever before.” In the wake of natural disasters, e-mail can be sent at a moment’s notice, she says. “We can monitor click-through rates, test subject lines, and tweak our strategy and messaging in real time.” Blogs and an international project called Condition Critical (condition-critical.org) help connect donors with patients and care providers in the field, and MSFwarehouse.ca allows donors to symbolically purchase gift items from real MSF logistics and medical catalogues, raising awareness about where there money goes. And in a recent video webinar cast from Port-au-Prince, an MSF head of mission from Vancouver and a Montreal doctor answered real-time questions from donors. “Technology and digital fundraising allow you to be timely, targeted and specific if you’re smart about the content,” says Ms. Davies. “But it’s important to make sure that, at every touch point, you are offering value and deepening understanding of your brand.” “Charities are rushing into technology because they feel they must. I agree, but my concern is that they miss developing an effective mindset.” John Bromley, Vice President, Benefic Group Tomorrow, we’re pitching in to help your community. TELUS Day of Giving May 28, 2011 TM Over 11,000 TELUS employees, retirees, family members and friends will come together tomorrow through 300 volunteer events across Canada, to strengthen and support the communities where we live, work and serve. For real-time updates on how we’re giving back to your community, visit telus.com/TDOG Every volunteer helps us give where we live. © 2011 TELUS TD Waterhouse A simple way to support the causes that matter most to you. Charitable giving is about creating opportunities for the individuals and causes you believe in. At TD Waterhouse, we believe supporting the causes that matter to you should be simple and efficient. Through our Private Giving Foundation, we’ve created a flexible, tax-effective way to leave a lasting legacy. The minimum donation is only ten thousand dollars, and it can be set up in less than 24 hours. So you can easily leave a charitable legacy without the upfront fees, board meetings and administration issues usually associated with setting up a private foundation. It’s a simple, tax-effective way to support the causes that matter to you. Private Giving Foundation For more information about the Private Giving Foundation, visit www.tdwaterhouse.ca/privategiving or call 1-866-313-1234 Wealth of Experience TD Waterhouse represents the products and services offered by TD Waterhouse Canada Inc. (Member Canadian Investor Protection Fund), TD Waterhouse Private Investment Counsel Inc., TD Waterhouse Private Banking (offered by The Toronto-Dominion Bank) and TD Waterhouse Private Trust (offered by The Canada Trust Company). ®/ The TD logo and other trade-marks are the property of The Toronto-Dominion Bank or a wholly-owned subsidiary, in Canada and/or other countries.