2018 Annual Report

Page 1

2018 Highlights...

$1,000,000 donation received

2018 Grant Reporting



Arts & Culture $12,897

Education $60,178

Environment $66,000

granted to... charitable organizations

$4,920,903 received in new gifts

Asset base of



new funds established

For more details on grants, visit our website


Community $370,266

Health & Wellness $69,726


A Message from the Brandon Area Community Foundation Chair

2018 was a banner year for the Brandon Area Community Foundation. We saw our assets exceed the $14,000,000 mark, and we awarded over $565,720 in grants to deserving organizations in Brandon and western Manitoba. Our 100 Women Who Care initiative is succeeding in boosting our Women’s Endowment Fund, with the added benefit of being able to give four smaller organizations a financial boost. The generosity of the people in

Brandon and the surrounding area never ceases to amaze us. The BACF received some remarkable donations in 2018. The BACF has a group of individuals with a diverse set of skills and backgrounds acting as Directors for our Board, and stewards of our funds. It’s been a privilege to act as Chair for this capable group.

BACF Board Members

Back Row: Jaime Pugh-Clemmensen, Michelle Hood, Bob Patterson, Hope Switzer, Terri Roulette McCartney, Harvey Laluk Front Row: Dan Robertson, Bev Cumming, Janet Shaw-Russell, Brian Cottom Inserted: Gail Cullen, Mayor Rick Chrest

Bev Cumming, Chair Brandon Area Community Foundation

We’ve Moved!

2830A Victoria Ave - Unit #2 Brandon, Manitoba

$1 million from Gord and Diane Peters to BACF BACF has received a second gift of $1 million of personal shares in Cando Rail Services from Gord and Diane Peters for the purpose of granting throughout Westman. The shares will not become an endowed fund. The Peters want the money to be spent within the next 15 to 20 years to see the projects they are able to support now. Half the funds will be granted by BACF through their formal granting process, and half the funds will be donor advised by the Peters. Their first donation of $1 million shares was made to BACF in 2009. Through a percentage of redemption, $1.6 million has been granted from this, and the remaining shares are valued at $1.4 million.

“Diane and I are very pleased to give back to our communities through this donation to the BACF,” stated Gord. “We have been very fortunate in our business careers, and the BACF is the perfect fit for us, because of their leadership in the field of granting monies to organizations that benefit our communities in southwestern Manitoba.” For Gord and Diane, giving is a very direct way to share their business success with their community. The Peters are longtime residents of Brandon but are very proud of their rural Manitoba roots. Both came from families and communities that believed in the spirit of “giving back”. The BACF’s commitment to southwestern Manitoba parallels the Peters’

desire to enhance their personal philanthropic goals. “We are continually amazed by the generosity of our donors. We are very proud of this ongoing partnership with Gord and Diane Peters,” said BACF Chair Bev Cumming. “Their continued confidence in our Foundation, to administer these gifts on their behalf, is the reason we exist and flourish in this community.” “The size of this gift from Gord & Diane Peters is extraordinary, and this unique donation has the potential to become significantly more valuable in the future. Diane and Gord’s gift will be felt throughout the community and we are extremely grateful for their generosity.”


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Brandon Area Community Foundation 2018 Financial Statements Statement of Financial Position as at December 31, 2018 Summary Statement of Changes in Net Assets for the year ended December 31, 2018 2018
















Flow-through Grants disbursed



Unrealized gains on held for trading assets





Balance, beginning of year New capital contributions Flow-through funds received Share of administration expenses Share of net investment income Grants returned Grants disbursed

Transfers: Operating reserve to income Other funds to income Deferred contributions

Balance, end of year












$280,621 1,581

$694,246 2,226



































ASSETS Current Cash Accounts Receivable Prepaid Expense

Investments Land LIABILITIES Current Accounts Payable

Deferred Contributions Managed Funds

Net Assets Unrestricted Endowments Field of Interest Endowments

Designated Endowments


Donor Advised Endowments

Market Restricted Endowments

Operating Reserve Unrealized gains on held for tracing assets

The above information are excerpts from audited financial statements dated December 31, 2018 reported by Sensus Partnership of Chartered Accountants

2018 YIP Grants Evening The 2018 YIP Gala was hosted by the Vincent Massey Youth in Philanthropy group. Spokesperson Sophie Kim welcomed her fellow students, teacher advisors, guests and representatives from the various charities. Students from 4 high schools – Crocus Plains, Elton Collegiate, Neelin and Vincent Massey High Schools

Designated Fund Brandon’s Food For Thought (BFFT) began its work in Brandon in 1997 when funds were allocated by the Canadian Living Foundation to address the issue of children going to school hungry. BFFT’s goal is not to remove parental responsibility but to educate the children,

– participated. $10,000 was granted to 21 organizations in the community. All YIP students are to be commended on their presenting of grants. Each student spoke to the charity of their choice, what the charity does within the community and what project the grant money will be directed to. The students, teacher advisors and BACF would also like to thank the United Way Brandon & District for their partnership

their families and the entire community about the effect that hunger has on a child’s ability to learn. I Today the need for child nutrition continues. BFFT turned to the Brandon Area Community Foundation to support sustainability for their future. “Food for Thought chose to invest our modest surplus of funds within the Brandon Area Community Foundation, knowing that every dollar invested will remain in Brandon, with all proceeds from our designated fund

Youth In

Philanthropy with BACF to provide financial assistance for the Youth in Philanthropy program. The YIP students are very appreciative of the power and responsibility associated with the decision making of the grant monies and leadership opportunities this program provides them.

being returned to feed children in Brandon and Area.” Lon Cullen Treasurer / Community Member

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Brandon “Daly House” Museum Manitoba Heritage Trust Fund Brandon Museum Inc. (Daly House Museum) has partnered with the Brandon Area Community Foundation to establish this permanently endowed Manitoba Heritage Trust Fund to support their work in preserving and sharing Brandon’s history for future generations. Until March 31, 2021, the Province of Manitoba will stretch gifts to this fund. Every $2 given during this period has the potential to be stretched by an additional $1, to a maximum of $170,000. This means a gift of $2 becomes $3.

Peter Sawatzky Sculpture Garden Designated Fund After meeting with Peter Sawatzky in September 2018, the Brandon Riverbank team

Brandon Museum Inc. is a non-profit organization that operates the Daly House Museum at 122-18th Street in Brandon, Manitoba. Daly House Museum opened to the public on June 9, 1978 and over those forty years the Museum has acted as the repository of the community’s memories by collecting, preserving, researching and interpreting objects and historical records that represent the history and culture of the City of Brandon and Western Manitoba.

Gifts to this fund are invested in perpetuity and the annual income generated for grants is distributed to Brandon Museum Inc. (Daly House Museum) to be used at their discretion. For more information about how you can help the Brandon Museum grow their endowment fund and continue to preserve our community’s history, visit http://www. endowmanitoba.ca/heritagefunds/.

began to flesh out the scope of this project, in both terms of time and money. We know that the Sculpture Gardens will be an extended work over some years, and that substantial input from contributors will be necessary. Since we wanted to start our campaign immediately, it was important to consider what to do with any monies coming in before the shovels hit the dirt.

in perpetuity, and when the needs arise, the Sculpture Garden will receive funding. Knowing the solid community and financial reputation of the BACF, this mechanism was an obvious solution to the Riverbank team. The concept was enthusiastically approved by all parties involved, and the first donation entered into the Designated Fund. Having this stewardship by the BACF has given both peace of mind and encouragement to the Sculpture Garden team, as we continue to seek donors who share the vision of the Peter Sawatzky Sculpture Garden.

From our past partnerships with the BACF, we know that a Designated Fund is designed for exactly this purpose - the original investment will grow

Submitted by Brandon Riverbank Team

Jeff Freiheit Memorial Endowment Fund Creating the Jeff Freiheit Memorial Fund for two students to attend the Brandon University Bobcat Basketball Camp was an easy decision for the Freiheit family. Jeff’s mother Kathy is an advocate for Community Foundations, and was a board member for the Dauphin District Community Foundation for six years. Jeff had a passion for basketball since childhood, playing first on the driveway and school yards, then joining basketball teams in junior high and high school in Dauphin. Jeff received a scholarship to Brandon University to red shirt for the Bobcats and played with the team for two years. After Jeff received his Bachelor of Education he travelled to Kuwait to teach. While in Kuwait he joined a men’s league and coached the middle years boys basketball team. When he returned to Brandon to teach for the Brandon school division he became an assistant coach for the Crocus Plains Girls

Varsity Team and continued to play in a men’s league. As a student Jeff played many sports besides basketball and received both the junior and senior male athlete awards while in high school. Jeff also participated in band and drama, and was very dedicated to fitness and living a healthy lifestyle. He enjoyed skiing and scuba diving but his major passion was travelling. Jeff travelled with his family as a child, but the majority of his travelling was as an adult with his wife, Selena. Jeff travelled to 47 countries during his lifetime, hiking Machu Picchu, Mount Kilimanjaro, Everest Base Camp, and it was while hiking the Traumpfad (Dream Way) in Europe that he died accidentally. Family and close friends were an integral part of Jeff’s life. He loved spending time with his family and friends whether at social events, campfires, or around the dinner table. The relationship he shared with his wife Selena

was an exceptional example of a great love story. Jeff is loved and missed by many. Since Jeff’s death many students have mentioned what an inspiration he was to them. They loved his storytelling, his style, and his encouragement for them to follow their dreams and believe in themselves. Jeff made it a priority to find each student’s special quality and was positive in his interactions with them. In honour of Jeff’s memory, the purpose of creating the memorial fund is to continue to inspire young basketball players to work hard towards achieving success and expand their athletic abilities.

$35,000 grant to Glenboro Minor Baseball for the construction of a new building that includes washrooms, canteen, equipment storage and covered picnic area.


to contribute, visit


Youth Science Canada Designated Fund Established in 1962, Youth Science Canada (YSC) fuels the curiosity of Canadian youth through science, technology, engineering and mathematics (STEM) projects. YSC works to ensure that Canadian youth have the capacity and skills to generate and answer questions, and identify and solve problems. YSC helps to provide a variety of opportunities for interested youth to get involved in exciting and imaginative inquiry and project-based science. More than 8,000 dedicated volunteers nationwide help us to achieve this. And thanks to these combined efforts, every year in Canada, more than 500,000 bright, inquisitive minds get involved in projectbased science — about the

same number of Canadian youth as are registered in minor hockey. These young science enthusiasts are Canada’s next generation of innovators and entrepreneurs. YSC challenges Canadian youth to engage and transform their questions and ideas into projects that tackle major issues—discovery, energy, environment, health, information, innovation and resources. “After completing our due diligence it was clear Brandon Area Community Foundation was a solid choice to manage the new Youth Science Canada Endowment Fund. The BACF made the process simple and easy to set up and the world class asset

management provided by Cardinal Capital Management means our investments will receive sound, conservative management. This allows our endowment to provide a safe stable income stream to our organization now and in the future,” said Trevor Maguire, Financial Advisor, Past Chair and ED Youth Science Canada. “There’s no better investment than tomorrow’s innovators and leaders.”

$7,000 grant to YWCA Brandon, Meredith Place to update kitchen, install security cameras, smoke & heat alarms.

$4,600 grant to Western MB Women’s Resource Centre for expansion of their drop-in program.

$5,000 to Virden Auditorium to upgrade sound & lighting system

$3,500 Fern Valley Recreation, Hartney MB for a natural playground

Spotlight Theatre Field of Interest Fund In 1985, a troupe of Brandon actors began a community theatre called Theatre 85. Later, the company became Spotlight Theatre. A few of the plays produced included The Monkey’s Paw, Storm Warning, Violet, Duck, Golf Camp, Accidental Death of a Salesman, Wyrd Sisters, The Mousetrap and The Real Inspector Hound. Some of the play directors were Ann Brolund, Pam Hyndman, Margaret Pople, Marilyn Ross, Craig Russell, and Jodi Wyman.

There were many actors, including Cameron Chappell, David Johnson, Sharon McFarlane, Christine Penner, Shirley Pogson, Tanya Teetaert, and James Warnez. Spotlight Theatre members had lots of laughter and fun over the years. When Spotlight Theatre closed, the executive decided to donate their remaining funds to the Brandon Area Community Foundation (BACF) to create a Field of Interest Endowment Fund for future

Weird Sisters Rehearsal

theatre productions and adult theatre arts education.

$39,000 Awarded! 100 Women - 1 Hour - Local Impact - JOIN US!

Women from the Westman area have made an impact by way of collectively giving

$39,000 to 12 local charities in our community over the past three years. Erin Kille created the Women’s Fund in 2002 in honour of her mother, Mona Kille. The Women’s Fund was designed to give back to the community by providing annual grants supporting women, girls and

their families. Tying in the initial contribution to this Fund with the “100 Women” group adds impact and brings awareness to one of the many funds held with BACF. We are women who share the common desire to give back and inspire local philanthropy in our communities.

$15,000 grant to the Souris & Glenwood Ag Society for the construction $45,000 grant to the Keystone Centre for the purchase of specialized motors that retract the bleachers in the Kinsmen and Enns Brother Arenas.

of a facility with a canteen and accessible washrooms.

International Music Camp receives $14,000 Grant

$53,000 Grant Awarded to Ashley Neufeld Softball Complex After many years of fundraising and hard work, and to honour Ashley’s life and her passion for softball, the Ashley Neufeld Softball Complex has opened. The new softball facility includes four full-sized diamonds and four youth diamonds with all amenities needed to operate the complex.

equipment. These amenities are necessary for the facility to become fully operational and to be able to host Provincial, Western and National tournaments. BACF is thrilled to be able to help passionate people make positive change in their community!

The Brandon Area Community Foundation (BACF) has awarded a $53,000 grant to the Ashley Neufeld organization to construct washrooms, an umpire change room, and a canteen, and to enhance maintenance I

Founded in 1956, the International Music Camp (IMC) offers a wide array of cultural study for students and adults. In weekly sessions, students of all ages gain concentrated knowledge in their particular area of interest. All ages of adults and students and nationalities study at IMC. Over the decades since the camp’s construction, the ground beneath the buildings has shifted, causing the weight distribution and stability of each structure to change. The exterior and interior of the buildings have started to show the stress of these shifts as siding, water pipes, flooring, and paneling are separating, straining, or cracking. Over 2,000 campers, 180 teaching faculty, and 60 support staff throughout the summer use these teaching spaces and living spaces. The Brandon Area Community Foundation granted $14,000 toward the much-needed repair of these instructional buildings.

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“Giving is not just about making a donation. It is about making a difference.” Kathy Calvin, CEO & President of the United Nations Foundation.

Why Do You Give? Have you ever taken some time to review your own giving? Determine what causes you care about? What kind of difference you want to make – locally and/or globally? If you haven’t had a chance to do some of this philanthropic exploration yet, here are some questions to help steer you along your giving path:

1. What causes do I care about most? 2. Do I have philanthropic values that I want to share?

3. What kind of legacy do I wish to establish? Does it incorporate helping others? Does it include giving of my time and/or talent and/or treasure? 4. How do I want to share my values with the next generation? 5. Do I want to be strategic about my giving? Do I want my giving to have a broad or specific focus? 6. Do I want to be recognized for my giving? If so, how? 7. Do I believe in what my favourite charities are doing? Do I want to continue to support them?

For each individual person who gives, the motivation is unique. Giving helps you grow and evolve and provides focus and purpose beyond yourself. Helping people discover their passion for giving and watching the immense look of pleasure on their faces when they know they’ve made a real difference in the lives of others is incredible and what we at the Brandon Area Community Foundation exist to do. For more information about how the Brandon Area Community Foundation can help with your philanthropic goals contact us.

204-571-0529 | laurak@bacf.ca | bacf.ca

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