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