E-Newsletter – Winter 2010

Huronia Community Foundation
Winter 2010
A Message from the Executive Director
 

It seems we just put fall to bed and the snowflakes start swirling. Winter can be a time of hibernation, but not at Huronia Community Foundation. We are excited to introduce our new Board members and acknowledge those members who continue to inspire and focus the Foundation’s efforts.

In this newsletter, you’ll read about “Boomers with Zip” and how those aged 45 and up are advocating for better services, for themselves and their loved ones. Our top 10 is back with the benefits of aging. Ron Crane shares ideas about using your Will to direct funds to charities and programs that are meaningful to you.

This is the time of year when giving to others takes centre stage as we share time with family and friends. The following quotes remind us of the importance of giving:

When you change lives, you build futures. I am so pleased to be supporting artists now and beyond my life” – Ted Harrison, Victoria Foundation donor.

“To instill the continuity of philanthropy; we must instill in children the values and attitudes that will enable them to see charity as a vital part of their lives.” – Mary Leonard

We wish you the best of the season. May the season inspire each of us to give a little of what we have and to share a little of who we are.

Garry Morehouse
Executive Director
705-527-5554

In This Newsletter:

A Message From the Executive Director

Meet the 2011 Huronia Community Foundation Board Members

$176,900 OTF Grant

Baby Boomers with Zip

Get Volunteering

Times are Changing

Top 10 Things about Getting Older

Iceberg Philanthropy

Willing to Give

Thinking about a Donation?

10 for 10 – Giving made Easy

Huronia Community Foundation

Our mission is to support and sustain Huronia forever by accepting, building and managing the financial gifts made by donors, investing them for long term growth, and distributing the earnings to local charities based on their needs and the needs of our community.

We exist to make philanthropy easy. With our ability to accept almost any kind of gift (including cash, securities and real estate) and our ability to satisfy almost any donor interest, we make it easy for you to give back to Huronia.  It’s simple. It’s effective.

Give today and help forever

Contact Huronia Community Foundation to learn how you can donate now, start an endowment fund or begin planning on how you can give later.  Call (705) 527-5554 or write to us at info@huroniacommunityfoundation.com.

Meet the 2011 Huronia Community Foundation Board Members

Directors
Laura Vaughn, Co-chair
George Cornell, Co-chair
Blair Stotesbury, Treasurer
Garry McPhail, Secretary
Allan Arlett
Ron Crane
Keith Donaldson
Anita Dubeau
Dwayne Frans
Doug Jackson
Ellie Kirby
Gord Sedgwick

Staff
Garry Morehouse, Executive Director
Betty Valentine, Financial Officer


Left to right: Blair Stotesbury, Laura Vaughn, Garry Morehouse, George Cornell, Garry McPhail.


$176,900 OTF Grant

Granted to Four Community Foundations


Pictured accepting the grant on behalf of the four foundations are, from left to right: George Cornell, John Pugsley (OTF) , Garry Morehouse

Barrie – On Wednesday morning December 1st , representatives from four local Community Foundations were gathered in Barrie to discuss an exciting new initiative they are about to embark on, thanks to a $176,900 grant from the Ontario Trillium Foundation (OTF).  John Pugsley, a Program Manager with OTF, was on-hand to offer his congratulations on the news of the grant. Simcoe-North MPP Garfield Dunlop sent along his congratulations.

“Once again, the Ontario Trillium Foundation is making a sound investment by helping these active and community minded organizations,” said Simcoe North MPP Garfield Dunlop.  “The impact of this funding will benefit the area for many years to come.”

The organizations involved with this hub are: Huronia Community Foundation; Community Foundation of Orillia and Area; Bradford West Gwillimbury and District Community Foundation; and the Barrie Community Foundation.

Hub Steering Committee
Pictured is the Hub Steering Committee receiving congratulations from John Pugsley

Over the next 30 months, the four foundations will be building on their collective capacity to serve Simcoe Country and will be developing new joint communications and marketing strategies in the areas they serve.  In addition, the hub will be buying new computer software to improve internal communications and building upon its data management system.

“As a result of the OTF grant, the four areas in Simcoe County with community foundations namely Orillia, Huronia, Barrie and Bradford will have been strengthened through an increase in permanent income earning endowment funds distributed to local charities in perpetuity,” said Garry Morehouse, Executive Director of the Huronia Community Foundation.  “The program will have significantly increased the profile and giving to Simcoe County’s community foundations. The Ontario Trillium Foundation will have helped put in place a lasting legacy.”

“Ultimately, each of our Community Foundations is working towards sustainability and the best way to achieve this is to build the assets of our foundations. Through the OTF grant, the implementation of both a comprehensive marketing communications strategy and a new integrated management software system will allow us to take advantage of economies of scale and provide significant support to the members of the ‘HUB’,” said George Cornell, Co-Chair of Huronia Community Foundation.

“The marketing communications plan will increase the profile of community foundations across Simcoe County and help us to educate the members of our community about what we do. This will provide credibility to our staff and volunteer committee’s when they are out in the community requesting donations and working with donors to establish new and increase existing endowment funds.

“The new software will allow us to manage accounting, donor relationships and volunteer records on a much more efficient basis, thereby providing foundation staff and volunteers with more time for donor meetings and community relations. It will also allow our foundations to keep our stakeholders more engaged and connected to our organizations and on a more regular basis.”


 

Baby Boomers with Zip

The fall newsletter showcased our new marketing materials and highlighted projects and funding that are attracting a younger audience of philanthropists. (read more) We seem to be in good company. Moses Znaimer, President of CARP (Canadian Association of Retired Persons) has kick-started the advocacy group that once catered exclusively to the 80+ age group. Until 2007, CARP focused on three things: Advocacy, Benefits (discounts on insurance and entertainment) and Community (organized social events).

CARP is the biggest non-profit advocacy group in Canada with 350,000 members. Backed by its affiliated company, ZoomerMedia Ltd. Products and services include Zoomer magazine and the Zoomer Show (a boomer trade show and lifestyle expo) among others.

Zoomers (Boomers with zip) are a well-educated and well-informed audience, age 45 and up who…

  • Represent the biggest and wealthiest demographic in existence
  • Account for 58% of all consumer spending
  • Buy 80% of health-care products

Like Huronia Community Foundation, CARP is asking Zoomers important questions in order to help their audience consider the future and their needs. Questions like…

Do you know what your…

  • Parents are going through?
  • Grandparents are going through?
  • Future holds for you as you age?

CARP is undertaking government lobbying that could have far-reaching impact on residents in our community. By advocating for caregiver-support programs and pension reform, fewer seniors will be forced into poverty as they age and some of the Foundation’s funds may have greater impact and reach if we can move beyond funding the basics (homelessness, food programs, etc.)

Susan Pigg. “Zoomer.” Toronto Star. Oct.30 2010: Living Section L1.


Get Volunteering

“Some extraordinary moments happen spontaneously, but others can be encouraged by our own decisions and behaviour.

“The best way to not only create peak experiences, but keep them rolling in like waves, one after another, is to be part of a larger community that is making the world a better place,” says Jeffrey Kottler, a psychology professor at California State University. Where to begin? It really doesn’t matter,” he says, “Just save one person or join one cause, and let it grow from there. The passion can follow the action.” Webber, Rebecca. “Big Moments.” Psychology Today. Oct 2010: 62.

Why not find out how you can get involved with Huronia Community Foundation. Many of our volunteers noted that being part of making our community a better place for all has made a difference in unexpected ways for them. Giving back has been a way of saying thanks that has its own rewards.


 

Times are Changing

According to the RBC Retirement Myths & Realities poll:

  • 89% of retirees indicate that they cannot wait to spend their time as they please.
  • 64% of Canadians between the ages of 60 and 69 retired and then returned to work.

Some of the reasons retirees returned to work:

  • Boredom (37%)
  • Needed the income (32%)
  • Hobby (13%)
  • To pay for a child’s/children’s education (9%)
  • To fulfill a lifelong dream (9%)

Some changes are by choice and some by circumstance. The following are trends and things to consider:

Boomers are…

  • Increasingly choosing to stay working or return to work after retirement
  • Faced with caring for aging parents as they near retirement themselves
  • Expressing continued interest in real estate investing or high-end home improvements
  • Showing an increased interest in owning a pet

Written by Lee Anne Davies, Head of Retirement Strategies, RBC and a gerontologist. She is responsible for Your Future by Design. Visit www.rbc.com/yourfuture. found in Zoomer magazine October 2010 p. 7.


 

Top 10 Good Things about Getting Older

  1. We’re happier
  2. We’re wiser
  3. We’re smarter and remember some things better
  4. We get along better with people
  5. We care less about what other people think of us
  6. We need less sleep
  7. We’re better at learning new languages
  8. We’re more optimistic and take more chances
  9. We enjoy sex more
  10. We’re blessed by science and technology

Znaimer, Moses The Zoomer Philosophy, Chapter 10, The Older the Better – Skeptics Be Damned, Zoomer October 2010, p. 12


 

Iceberg Philanthropy

When volunteering with committees and organizations, the minute “fundraising” is brought up, many run for the hills, or at least their eyes do as the silence stretches out. People are willing to do much to support a cause close to their hearts, but asking others to donate is challenging and can be downright uncomfortable.

Consider the latest book by Fraser Green, Beth McDonald and Jose van Hept, Iceberg Philanthropy – Unlocking Extraordinary Gifts from Ordinary Donors. This book is a timely read that focuses on donors who make frequent small bequeaths. The thirteen chapters, published by The FLA group, look at the current environment and its effects on giving, why people give and how to effectively connect and reach potential middle-class donors.


 

Willing to Give

By Ron Crane

Ron Crane

Canadians are a very generous people. Every year a large percentage of us give time, effort and money to many worthwhile charitable activities. Obviously the time and effort stop when we die, but the monetary contribution to the charitable sector need not end as well. In doing our estate planning we all have a number of things we need to consider before decisions are made. We should obtain the necessary financial, accounting and legal advice to assist us when making those decisions and consult with our families and personal support network where appropriate.

The first priority should always be the needs and obligations to family and dependants. Tax planning should be part of the equation, but saving tax or probate fees should not trump our wishes or obligations. I always tell people the starting point for how they want to leave their estate is just that, namely their wishes. The job of their advisors is to work with those wishes and ensure that tax consequences and other considerations can be handled to meet the client’s objectives.

While many people do add a bequest to charities in their wills, many who have generously given during their life do not think to have a charitable bequest in their will. While there may be good reasons not to have a charitable bequest based on individual circumstances, I’m sure that in many cases it is simply not discussed or considered part of the equation. It may be as simple as asking yourself or your advisor asking you, “Why are you not considering a charitable bequest?” There should be no pressure involved; it should simply be one of those questions asked when looking at estate planning.

Apart from the good being done, there are positive tax consequences from charitable giving. Charitable giving can also be done within the will by a bequest or by way of a life insurance policy with the charity as the beneficiary. You gave during your lifetime, maybe you should think about giving after you have gone. The decision is yours. The results could change someone else’s life.

(Contributed by Ron Crane, B.A., J.D., Partner with Hacker, Gignac Rice LLP and member of Board of Directors for Huronia Community Foundation)

“You can’t take it with you, but you can give after you are gone.” – Fr. John Vella, author


 

Thinking about a Donation?

Ask Yourself these Questions

  • Are you making charitable gifts now that you would like to continue in perpetuity after you are gone?
  • Do you think that your children would mind if you decided to leave 90% of your estate to your family and give 10% of your estate to your favourite charities?
  • Would you like to talk to your financial advisor about how to make your money work better for you in your retirement while also providing financial assistance to charitable organizations that are important to you?
  • Have you considered what would happen to your assets if your spouse or children do not survive you? Would you like any of your assets to be passed on to a charity, rather than to a distant relative or the government?
  • Are there any charitable or community needs you would like to consider supporting during your lifetime or through your estate?

If you answered “yes” to any of these questions, we recommend that you meet with your financial advisor or estate planner to discuss how you can create an innovative and

comprehensive financial plan that takes care of your family and friends, avoids taxes and reflects your values.

Huronia Community Foundation is available to work with your advisor to help put together a plan to support your favourite charities in perpetuity.


 

10 for 10 – Giving made Easy

Thinking about making a donation? Our 10 for 10 endowment program is a creative and manageable way to get started. Here’s how it works:

  • Pledge $1,000 a year for ten years and
  • We’ll set up a named endowment within the Unrestricted Community Endowment Fund

This is a great way to establish a fund with the Foundation in your name, or in memory of someone important to you and you’ll be helping the community at the same time.

Unrestricted funds enable you to use your gift to meet ever-changing community needs. We assess all aspects of community well-being including – arts and culture, education, environment, health and social services, youth and more. The flexibility of your unrestricted gift makes it possible to respond to the community’s most pressing needs, today and tomorrow.


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