Connecting people who care with causes that matter.

1. Connecting people who care with causes that matter. Napanee District Community Foundation

2. w a t h is a community foundation? is a community foundation?

3. community community people connected by geography… and to each other

4. foundation foundation a platform for growth

5. foundation foundation community community a platform for building community

6. 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.

7. A community foundationhas three special features.

8. o n e personalized service

9. feature one Personalized service ›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

10. t w o local expertise

11. ›Local organization with local staff andboard members › Knowledge of community issues, opportunities,and resources ›Monitor all community needs… Arts and culture Education Youth Seniors Health Social Services Environment ›Gather information and track local agencies and programs › Direct grants and resources to appropriate areas feature two Local expertise Making a difference where it is needed most

12. t h r e e community leadership

13. feature three Community leadership › Build endowments to ensure grants are always available to support the community › Support high impact opportunities › Are governed by leaders with strongties to our community ›Re-direct funds as community needs change Our business is building community

14. o n e local expertise local expertise t w o personalized service personalized service t h r e e community leadership community leadership

15. A bit of background. • "Generosity is a principle not an amount." • Millie Thornton

16. 1914 First U.S. community foundation established in Cleveland, Ohio 1987 Napanee & District Community Foundation established by an initial gift of $100,00.00 from the Hogarth Family today Over 146 community foundations in Canada. foundation facts A brief history › Serving citizens across the Canada › More than $2 billion in assets › More than $95 million in local grants each year ›And growing!

17. foundation facts Our vital statistics The Napanee & District Community Foundation: ›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

18. foundation facts Our board of directors Involved community leaders President Chris Seeley Past President Colin Campbell Secretary Sandra Hogarth Treasurer Bob Vrooman Financial Administrator Roger Pelletier Director Doug Sexsmith Director John Liggett Director Bruce Cowle Director Michelle Hinton Executive Director David Remington Administrative Assistant Diane Patterson

19. foundation facts Our grant examples › Youth and Teen program FundingNapanee 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

20. Tools for giving.

21. 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.

22. tools Charitable funds for giving › 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. You can create a named fundin any of these categories.

23. tools Charitable instruments for giving › Outright GiftsGive cash, stocks, real estate or other assets › Bequests (gifts made by will)Designate a portion of an estate › Charitable Remainder TrustTrust 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. We accept a wide variety of assets.

24. People giving back.

25. The power ofendowment funding Hogarth Family Initial Contribution

26. people The power of endowment funding giving back Background: › 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

27. people The power of endowment funding giving back Their gift has funded a variety of community projects and initiatives including; • Lennox & Addington County General Hospital • Youth Literacy Programs • Allan Macpherson House and Park • Recreational activities for youth • Theatre / Arts • Many other community projects

28. The advantages of planned giving People giving back

29. people The advantages of planned giving giving back Estate planning goals: ›Increase support of community ›Assure gift is well managed ›Research and distribution of grants meets their criteria

30. Teachingcharitable giving

31. people Teaching charitable giving giving back Philanthropic goals: › 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

32. t e n reasons people choose to givethrough community foundations

33. 1 We are a local organization with deep roots in the community 2 Our volunteer board has broad expertise regarding community issues and needs 3 We provide highly personalized service tailored to each individual’s charitable and financial interests 4 Our Donor Advised Funds help people invest in the causes they care about most 5 We accept a wide variety of assets, and can facilitate even the most complex forms of giving ten People choose to givethrough community foundations reasons

34. We multiply the impact of gift dollars by pooling them with other gifts and grants 8 7 We offer maximum tax advantage 9 We build endowment funds that benefit the community forever and help create personal legacies 10 We are committed to supporting local initiatives that help build a healthy community We partner with professional advisors to create highly effective approaches to charitable giving 6 ten People choose to givethrough community foundations reasons

35. Two simple thoughts.

36. Community foundations are among the fastest-growing forms of philanthropy in Canada today.

37. under which she will never sit, then you knowthat civilization has come to that land. plants a tree When a person Greek philosopher

38. Connecting people who care with causes that matter.

39. We’re here for good… Forever Napanee District Community Foundation To learn more about us, call 613-354-7333 email: info@ndcf.ca or visit our web site at:www.ndcf.ca Source: Victoria Foundation Transatlantic Community Foundations Network