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Connecting people who care
with causes that matter.
Napanee DistrictNapanee District
Community FoundationCommunity Foundation
tw ahis a community foundation?is a community foundation?
people connected by geography… and to each other
communitycommunity
foundationfoundation
a platform for growth
a platform for building community
foundationfoundationcommunitycommunity
Napanee District Community Foundation is a locally-run, independent public foundation created by and for the people of Lennox & Addington County
We are dedicated to improving the quality of life in Lennox & Addington County through the creation and management of funds, gifted in perpetuity, and the distribution of their earnings for charitable purposes including social services, arts and culture, health, education, environment, youth and seniors.
A community foundationA community foundationhas three special features.has three special features.
o enpersonalized servicepersonalized service
Personalized servicefeature
one
› Educate people on charitable giving vehicles
› Customize giving approaches to match personal interests and tax planning needs
› Facilitate complex forms of giving
› Share knowledge on community needs
› Offer grantmaking expertise and administrative services
› Help people create personal legacies via named funds
› Offer involvement in recommending uses of a gift
› Provide the option to give anonymously
Creating solutions that fit every situation
t owlocal expertiselocal expertise
Local expertisefeature
two
Making a difference where it is needed most
Arts and cultureEducationYouthSeniors
HealthSocial ServicesEnvironment
› 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 rhcommunity leadershipcommunity leadership
› 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
› Re-direct funds as community needs change
Community leadershipfeature
three
Our business is building community
eet rht ow
o enlocal expertiselocal expertise
personalized servicepersonalized service
community leadershipcommunity leadership
A bit of background.A bit of background.
"Generosity is a principle not an amount."
Millie Thornton
1914 First U.S. community foundation established in Cleveland, Ohio
today Over 146 community foundations in Canada.
› Serving citizens across the Canada
› More than $2 billion in assets
› More than $95 million in local grants each year
› And growing!
1987 Napanee & District Community Foundation established by an initial gift of $100,00.00 from the Hogarth Family
foundation
facts A brief history
› More than 22 funds
› Over $2 million invested with the Toronto Community Foundation
› More than $300,000 in grants have been awarded over the past 20 years
foundation
facts Our vital statistics
The Napanee & District
Community Foundation:
foundation
factsInvolved community leaders
Our board of directors
President President Chris SeeleyChris Seeley
Past President Past President Colin CampbellColin Campbell
Secretary Secretary Sandra HogarthSandra Hogarth
Treasurer Treasurer Bob VroomanBob Vrooman
Financial Administrator Financial Administrator Roger PelletierRoger Pelletier
Director Director Doug SexsmithDoug Sexsmith
Director Director John LiggettJohn Liggett
Director Director Bruce CowleBruce Cowle
Director Director Michelle HintonMichelle Hinton
Executive Director Executive Director David RemingtonDavid Remington
Administrative Assistant Administrative Assistant Diane PattersonDiane Patterson
foundation
facts› Youth and Teen program Funding
Napanee Sea Cadets
› Health and Social Services GrantsL&A County Hospital Foundation
› Arts & Heritage Funding Allan MacPherson House
› Education Leone Frances Fund
› Social Services Salvation Army Christmas Program
› Seniors L&A Seniors Outreach Services
Our grant examples
Tools for giving.Tools for giving.
named
funds A personal legacy of giving
Donors can establish a fund in their name, in a family’s name, or in the name of any person or organization they wish to honor.
Grants distributed from a donor’s fund are awarded in the name of their fund. This person or organization will always be remembered and linked to good works in our community.
Charitable funds
› Community Impact Fund Meeting ever-changing community needs
› Field of Interest Fund Addressing needs in an important area of community life: arts, aging, at-risk youth...
› Designated FundDirecting gifts to specific agencies or purposes(e.g., scholarship)
› Donor Advised FundInvolving donors in the use of their gift
› Scholarship Fund Providing educational opportunities for youth and those returning to the education system.
for giving
tools
You can create a named fundin any of these categories.
Charitable instruments
› Outright Gifts Give cash, stocks, real estate or other assets
› Bequests (gifts made by will)Designate a portion of an estate
› Charitable Remainder Trust Trust pays beneficiary for life and then assets transfer to community foundation
› Life Insurance Donor transfers existing policy to the community foundation or assigns a new policy
› Gifts in kindArtwork, private company shares etc.
for giving
tools
We accept a wide variety of assets.
People giving back.People giving back.
Hogarth Family
Initial Contribution
The power ofThe power ofendowment fundingendowment funding
giving back
people The power of endowment funding
› The Hogarth Family have owned a business in Napanee for several decades and have deep roots in the community.
› Both Murray and Don Hogarth are successful businessmen who have given generously back to their community.
› The Hogarth Family established the fund in 1987 with an initial gift of $100,000.00
Background:
Their gift has funded a variety of community projects and initiatives including;
giving back
people
• Lennox & Addington County
General Hospital
• Youth Literacy Programs
• Allan Macpherson House and Park
• Recreational activities for youth
• Theatre / Arts
• Many other community projects
The power of endowment funding
The advantages of The advantages of planned givingplanned giving
People giving back
› Increase support of community
› Assure gift is well managed
› Research and distribution of grants meets their criteria
Estate planning goals:
giving back
people The advantages of planned giving
TeachingTeachingcharitable givingcharitable giving
Teaching charitable giving
› Opportunity to make charitable decisionsas a family
› Hands-on experience for children —each can express giving preferences
› Teach financial and community responsibility
› Passing along family “giving values”to next generation
Philanthropic goals:
giving back
people
t nereasonsreasonspeople choose to givethrough community foundations
reasonsten People choose to give
through community foundations
1 We are a local organization with deep roots in the community
5 We accept a wide variety of assets, and can facilitate even the most complex forms of giving
4 Our Donor Advised Funds help people invest in the causes they care about most
3 We provide highly personalized service tailored to each individual’s charitable and financial interests
2 Our volunteer board has broad expertise regarding community issues and needs
reasonsten People choose to give
through community foundations
7 We offer maximum tax advantage
10 We are committed to supporting local initiatives that help build a healthy community
9 We build endowment funds that benefit the community forever and help create personal legacies
8 We multiply the impact of gift dollars by pooling them with other gifts and grants
6 We partner with professional advisors to create highly effective approaches to charitable giving
Two simple thoughts.Two simple thoughts.
forms of philanthropy in Canada today.
fastest-growingCommunity foundations are among the
under which she will never sit, then you know
that civilization has come to that land.
Greek philosopher
plants a treeWhen a person
Connecting people who care with
causes that matter.
To learn more about us, call 613-354-7333 email: info@ndcf.ca or visit our web site at: www.ndcf.ca
We’re here for good…
Forever
Napanee DistrictNapanee District
Community FoundationCommunity Foundation
Source: Victoria FoundationSource: Victoria Foundation
Transatlantic Community Foundations NetworkTransatlantic Community Foundations Network
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