Lake Simcoe Conservation Foundation

120 Bayview Parkway, Newmarket, ON L3Y 4X1 Tel: 905.895.1281 • Fax: 905.853.5881 • 1.800.465.0437 Web site: www.LakeSimcoeFoundation.ca

Your Foundation Update

LSRCA Board of Directors June 23, 2017

LSCF Vision Our Vision

We envision a cleaner, healthier Lake Simcoe

watershed that will inspire, motivate and

enrich us all

LSCF Mission

Our Mission We raise money to support a cleaner and healthier Lake Simcoe watershed through the funding of specific projects of the Lake Simcoe Region Conservation Authority

LSCF Vision Objectives: We will support initiatives that

1. Improve water quality and fish habitat in Lake Simcoe, its rivers and streams

2. Reduce invasive aquatic plant growth in Lake Simcoe, its rivers and streams

3. Provide environmental education to Lake Simcoe watershed residents

4. Protect, restore and enhance our green spaces and wetlands

5. Develop partnerships that promote Lake Simcoe watershed science, education and public awareness

LSCF Board of Directors

Debbi Conzelmann, President

Steve Schaefer, Vice President

Ron Craig, Sec / Treas

Brad Rogers, Past President

Debby Beatty

Steve Chenier

Geoff Dawe

Richard Simpson

Lee Ann Waterman Marvin Geist

John Dale

Mike Walters and Cheryl Taylor provide executive staff support and direction but are not members of the Foundation Board

LSCF Staff

LSCF Board of Directors

Cheryl Taylor Executive Director

Judy Milner Development Officer

Lee Hanson Annual Fund Coordinator

Mike Walters LSRCA CAO

LSCF is accredited in the distinguished Imagine Canada accreditation after demonstrating the highest standards for public confidence in the non-profit sector

How We Receive Donations

Corporate Giving

Inspiring Greener

Communities Program

(26%)

Tree Memorial Program

Lake Simcoe

Marina’s Program

Conservation Day Program

Individual Giving

Tributes

Foundation Family

Events Grants

LSRCA Staff and Board LSCF Staff and Board

Major Gifts: Leadership

Circle

E.g.: RFCPP, GLGCF, Schad Foundation, McCutcheon Foundation Helen McCrea Peacock Foundation

Direct Mail

Program

LSCF Donations

LSRCA Programs and

Projects

75% - 100%

17% of 2016

revenue

32% of 2016

revenue

30% of 2016

revenue

21% of 2016 revenue

Conservation Dinner (28%)

Franklin Fishing

Polar Dip L.S. Socials

Scanlon Events

2016 Donations (audited final)

Trending

$-

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

$700,000

$800,000

2013 2014 2015 2016

GoalActual

2016 Financials

Revenue: $728,032

32%

17% 21%

30%

Where Did It Come From?

Events Grants Individuals Corporate

21%

71%

8% Where Did It Go?

Education Restoration and Protection

Science & Research

Transfers to the Authority for priority environmental programs and projects:

$420,940 Expenses: $258,020 Thanks for LSRCA support 2016 audited financial statements are available at www.lakesimcoefoundation.ca

Interesting Facts

$858 is the average gift size (2015: $814)

520 Donors have 759 gifts

(2015: 882)

On-line giving is still ¼ of all gifts

Good mix of stakeholders

2016-2015 # Donors

2016-2015

%

2015-2014 # Donors

2015-2014 %

Donors 520 NA 607 NA New 156 18 257 23 Recaptured 99 11 72 6 Upgrade 78 9 117 10 Same 114 13 94 8 Downgrade 73 8 67 6 Lapsed Other

214 24 195 17

Lapsed New 128 14 282 26

“Beyond the Cash”

Top 5 Donors = 25% of revenue

Top 10 Donors = 40% of revenue

$1,000+ Donors = 87% of revenue

2016 % of total

gifts

2015 % value of

total gifts

January - March (Q1)

26% 16%

April - June (Q2) 29% 30%

July – September (Q3)

9% 29%

October – December (Q4)

36% 25%

When Did They Give?

Thanks to our Foundation Family Giving!

(tax receipted) LSCF Board: 91% - the highest ever! LSCF Staff : 100% LSRCA staff: 25% LSRCA Board: 44% - the highest ever!

Who Are Our Top 2016 Donors?

48%

34%

5% 4% 2% 1%

6%

Percentage of Donors GTAYork RegionSimcoe CountyOther: Rest of OntarioDurham / Peel / Halton RegionOut of ProvinceUnknown

Where Does Donor Revenue Come From?

64%

32%

3% 1%

Where are L.S. Watershed Donors From?

York (excl R.H. /Mkm / Vgn)

Simcoe

Durham

City ofKawartha Lakes

Did You Know? Only about 25% of revenue comes from Lake Simcoe

watershed Donors.

82% of revenue is from the GTA or York Region.

GTA: Concord, Don Mills, Downsview, Etobicoke, North York, Scarborough, Toronto, Willowdale

14%

2%

4% 3%

2% 2%

73%

Percentage of Y.R. Donor Revenue

Newmarket

Aurora

E.G.

Georgina

King

WhitchurchStouffville

R.H / Vaughan /Markham

Where Does York Region Donor Revenue Come From?

York Region: almost ¾ of donor revenue comes from outside the Lake Simcoe watershed – Richmond Hill, Markham and Vaughan

2016 LSCF Supported Programs and Projects 16 Programs/Projects Supported Some Highlights:

• Arrival of the Hexagenia on Lake Simcoe - October • Helping animals cross our roads safely • Kid’s Education:

• Specialist High Skills Environmental Major (SHSM) Program

• Aquatic Plants Program

2016 LSCF Supported Programs and Projects

16 Programs/Projects Supported Some Highlights: • Outreach Instructor: Cassandra Connell • Aquatic Plants: more schools, classrooms and

plants!

2016 LSCF Funded Programs and Projects

16 Programs/Projects Supported Some Highlights:

• 4 School Yard Naturalization Projects:

Barrie (2), Newmarket and Uxbridge • Beaver River Wetlands Trail:

8 km added from Sunderland to Cannington

Charitable

Donors: • Giving to fewer causes • Oldest donors support twice the number of causes as younger ones • Change in personal financial situation cause of changes in giving • Biggest opportunity: regular Donors! – but many charities seem to be “failing” to offer

them a compelling reason to make a more substantial commitment • Direct Mail most common way donors transacted - but is decreasing Social Media: • More people are following charities on SM than ever before • Why? Same reason at profit sector - updates are relevant, timeless and refreshing content,

great images • SM is better at engagement than giving but giving influence is increasing • Website: Donors want evidence-based information quickly and easily. Volunteering: • “to give back” is strongest motivation BUT age is a factor • Younger donors: personal and work experience, older: charities reputation and opinions

valued

By: Burk Donor Survey / Cygnus Applied Research

2017 Halfway Over Already?

Fundraising: Polar Dip Conservation Days – TS Tech and RBC so far 2 Lake Simcoe Socials Potential for a New Capital Campaign New

Nature Centre IGC Program: About 900 Welcome Home

Bags are being delivered to at least 6 new watershed developments

Governance: New Board Executive Orientation 2016 - 2020Strategic Plan Implementation Risk Assessment Plan – Identify / Mitigate

(eliminate, avoid, manage)/ Monitor

29th Annual Conservation Dinner Wednesday June 7th

Almost $200,000 Raised! Thanks to all our Sponsors, Attendees and Volunteers

• 360 attendees • Most profitable event to date : $140,930 • Sponsorship and table/ticket sales: $165,800 • 40 Sponsors • 29 Elected Officials – 10 from Authority/Fdn Boards • Still some silent auction items to sell - $ • 5 year trends:

• Revenue increasing from $139K to $196K • Profit increasing from $93K to $141K

• Suggestions for 2018, let us know?

Check out the one page thank you Ad in Thursday June 29 Era Banner! Courtesy of YRMG

Funding Request Process

• New Template and process in 2017 • Objective: align with new LSRCA

harmonized programs, more rigor and focus around submission, measured impact

• Two Intakes: – Feb and June

• Impact report by program / project end of 2017

What is LSCF Supporting in 2017?

• 13+ Projects • $286,000+ • PLUS:

– Grants: – TD F of E – RFCPP – Helen McCrea – Etc

• Intake # 2: – $108,000 available – Requests Due June

30th

Fish Habitat Enhancement Project (part of DFO commit) $20,000

Scanlon Creek Boardwalk Restoration and Youth Initiative $24,000

Tree Planting: Durham and Kawartha $9,000

Holland Marsh Tile Outlet and Wash water Pilot Project $5,500

Rogers Reservoir BioBlitz $500

Outdoor Education in the Nature Centre $40,000

Outreach Education Program $40,000

Native Plants / Aquatic Plants Program $2,000

Outreach Education Hybrid Vehicle: Lease and maintenance for 3 years (up to $20,000)

$5,000

Upper Kidds Creek Restoration Project Phase 2 $35,000

East Holland River Fish Barrier Project $40,000

Greener Calmer Streets 40,000

Ray Twinney LID Project 25,000

Thank You LSRCA Board and Staff

Cheryl Taylor, Executive Director Deb Conzelmann, President

c.taylor@lsrca.on.ca 905-895-1281 X310

www.lakesimcoefoundation.ca

Working Together for a cleaner and healthier Lake Simcoe

watershed

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