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our community’s centre for philanthropy. PEOPLE. PARTNERSHIP. PROSPERITY.

ANNUAL REPORT 2012 - 2013


A message from Burlington Community Foundation leadership Over the past year, we’ve supported philanthropic partnerships, provided charitable grants and encouraged endowments - all of which have contributed to the vitality of our great city. Many generous people, charities and corporations call Burlington home and, as your community foundation, we’ve built a centre for philanthropy that is sustaining our city’s vitality. Throughout our 2012 - 2013 fiscal year, we discovered the most pressing needs in our community, responded to these needs through our grantmaking activities and, with the support of our fundholders, volunteers as well as local charities, charted a course for the future. We welcomed seven new funds and celebrated accomplishments including: • Publishing our first-ever Vital Signs® 2012 report - a transparent, reliable and unbiased assessment of community needs that uncovered some hidden and pressing concerns in our community and shaped our 2012-2013 grant application focus, process and guidelines. • Increasing our efforts to engage and retain more life-long supporters - we welcomed 18 volunteers, formalized our program standards and shared some of our keenest supporters’ stories on our website.

• Thanking, educating and celebrating the philanthropic gifts of our generous donors by enhancing our stewardship program. Connecting with every fundholder to understand their philanthropic goals, we created a toolkit to support their efforts to build their funds. • Strengthening awareness of corporate support opportunities such as our new Proud Supporter program as well as endowed funds, donations, sponsorships and in-kind support. We also shared stories about our corporate partners and, through our 2012 Community Impact video, highlighted the contributions from some of our key sponsors. • Sharing stories about our impact in the community - featuring our volunteers, donors, fundholders and charities - in print, on our website and through social media.

• Bringing together committed, long-term philanthropists as members of a new Leadership Advisory Council. Generous with their advice and counsel, these individuals act as ambassadors for philanthropic ideas and activities. • Launching a new Professional Advisors in Philanthropy Council to build awareness of charitable giving ideas, the benefits of philanthropy, as well as introduce BCF as a centre for philanthropy. In 2012 - 2013, 41 charities and non-profit organizations received a total of $155,890 in grants from our fundholders as well as from our formal grant process. Each grant truly makes a difference to peoples’ lives - to our neighbours, our children, our seniors, as well as newcomers to our great city. Today, we manage more than $7.4 million in assets and steward 66 endowed funds that are responding to priority needs and strengthening our city’s vitality. Our vision is to enhance the quality of life in Burlington through philanthropic leadership. We’ve set a deliberate course that’s focused our grantmaking and addresses the most vital needs of our community. Working with you, we will continue to strengthen Burlington by helping donors and fundholders achieve their philanthropic dreams. Together, we will ensure the quality of life in Burlington continues to be the very best in Canada by identifying and guiding funding in response to our city’s hidden and most pressing needs.

Tim Dobbie Chair, Board of Directors

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| 2012 - 2013 annual report

Colleen Mulholland President & CEO


Charting the course – our leadership teams 2012 - 2013 Board of Directors Tim Dobbie, Chair

Lysa Fitzgerald

Philip Reddon

Greg Windle, Vice-Chair

Sharon Gilmour-Glover

John Rockx

Peter Andreana

Trevor Hood

Rob Wojtasik

Michael Banks

Kristina Hyland

Danny Chou

Darren McMullin

2012-2013 Burlington Community Foundation Staff With more than five decades of combined leadership, management, fundraising, grantmaking, philanthropy, marketing and communications expertise, our team members help fundholders, donors, volunteers and supporters address Burlington’s most pressing needs.  Colleen Mulholland, President & CEO Sandra Baker, Director, Development & Community Engagement  Laura Pizzacalla, Coordinator, Volunteer & Community Engagement Roberta Linton, CPA, CA, Accountant

Corporate leadership strengthened with Proud Supporter Program Recognizing that local companies value opportunities to invest in the city where they conduct business, BCF fosters mutually beneficial relationships with corporations that support our mission to build community vitality. BCF’s new Proud Supporter Program acknowledges the following Diamond, Platinum, Vital Signs and Gold supporters, current members as of March 31, 2013, and thanks companies continuing with us as Proud Supporters in the 2013-2014 fiscal year. Diamond Proud Supporters Crosswinds Golf & Country Club Great-West Life, London Life, Canada Life SmartMeds Pharmacy Platinum Proud Supporters Cogeco/TVCOGECO Tim L. Dobbie Consulting Ltd. Leggat Auto Group

Gold Proud Supporters Bell Brady Benefits Burlington Taxi L-3 WESCAM Mohawk College RBC Royal Bank SB Partners STANMECH Technologies Inc.

Vital Signs Proud Supporter Paletta International Corporation

2012 - 2013 annual report | page 3


2012 - 2013 Fundholder grants that strengthened our community As a centre for philanthropy, BCF collaborates with donors to build endowments, give grants and connect leadership. In a variety of ways, fundholders direct grants that support their philanthropic goals and help improve our city’s vitality - today and tomorrow. Our assets are pooled together and permanently invested, generating grants that, in turn, respond to the changing needs of Burlington and beyond. We focus our granting where we believe we can have the greatest impact. We work with our fundholders, providing the knowledge and community awareness to facilitate our fundholders’ philanthropic wishes. For the past fiscal year, funds held with Burlington Community Foundation provided a total of $155,890.00 in grants. Organized by sector, this is a list of the many projects, programs and charitable agencies that received support from our fundholders.

Charitable Organization

2012 - 2013 Grant

Community Use in 2012 - 2013

$2,912.70

Disbursement of earned income from the Burlington Teen Tour Band Boosters Fund went to support the study and production of music by members of the Burlington Teen Tour Band

ARTS AND CULTURE Burlington Teen Tour Band Boosters

EDUCATION AND SCHOLARSHIPS Brock University

$250

Scholarship awarded from the Paul Hansell Foundation Fund

Halton Industry Education Council

$2,000

Support from the Yolanda, Lloyd and Susan E. Wills Memorial Fund enhanced career education and created opportunities for youth

McMaster University

$4,250

Scholarships were awarded from the Matthew C. Daly Scholarship Fund, Mario Rende Memorial Scholarship Fund, Aldershot School Fund, Starr Bell Fund and Paul Hansell Foundation Fund to support Matthew Matti, Kathleen Garvey and three other students

Nipissing University

$500

The Bachelor of Education Program was supported by a donor directed gift

Ontario Medical Foundation

$700.55

Funding for the Ontario Medical Student Bursary Fund was supported by Burlington Medical Society Endowment Fund

University of Guelph

$2,000

Juan Medina and two other students were awarded scholarships from the Aldershot School Fund, Starr Bell Fund and the Yolanda, Lloyd and Susan E. Wills Memorial Fund

University of Waterloo

$1,500

Yvette Joan Amor and another student received scholarships from the Starr Bell Fund and Yolanda, Lloyd and Susan E. Wills Memorial Fund

HEALTH AND SOCIAL SERVICES Alzheimer Society of Canada

$5,000

Support from the Reddon Family Fund went to the Alzheimer Society Research Program

Burlington Humane Society

$735.35

A David Bruce Sergeant Fund grant supported spaying and neutering of stray and abandoned local animals

Canadian Cancer Society

$3,500

The Valley Fund supported quality of life enhancements for people living with cancer

Carpenter Hospice

$1,125.74

General operations were supported with a donor directed grant

Carpenter Hospice

$19,941

Disbursement of earned income from the Carpenter Hospice Endowment Fund provided compassionate end-of life care

Good Shepherd Centre Hamilton

$4,000

A grant from the Valley Fund supported Emmanuel House, a 10-bed residential hospice

Halton Women’s Place

$272.31

Disbursement of earned income from the Halton Women’s Place Permanent Endowment Fund supported shelter and crisis services for women and their dependent children

page 4 | 2012 - 2013 annual report


Multiple Sclerosis Society of Canada

$735.35

A grant from the David Bruce Sergeant Fund provided information, support, educational events and other resources for people with MS and their families

Nelson Youth Centres

$3,863.51

A mental health centre that provides group-based treatment programs for children, youth and their families received a grant from the Leggat Family Fund

Ronald McDonald House Hamilton

$460

The Meals That Heal program, which offers families a home-cooked meal seven nights a week, was supported by a fundholder

Ronald McDonald House Hamilton

$2,180.90

A grant from the Dalton Timmis Fund supported the House in providing a home away from home for the families of seriously ill children at McMaster Hospital

Rotary Club of Burlington Central

$1,000

A donor directed grant supported local and international projects

UNICEF Canada

$5,000

Accelerating Girls Education in Burkina Faso was supported by the Reddon Family Fund

United Way of Burlington & Greater Hamilton

$1,961.58

Disbursement of earned income from United Way Campaign Fund and Today and Tomorrow Fund went towards engaging individuals and mobilizing collective action to generate funds for those in need in our community

United Way of Burlington & Greater Hamilton

$5,000

General support was provided by a grant from the Reddon Family Fund

World Vision Canada

$450

An alpaca, and clean water for one family, were funded by a grant

Camp Maple Leaf

$5,100

Six kids attended Camp Maple Leaf thanks to grants from Creative Results for Kidz Endowment Fund and GWD Foundation for Kids

Burlington Seniors’ Centre, City of Burlington

$5,317

The Isolated Senior’s Program, which engages seniors in social and recreational activities, was funded through the Nelson Allan Fund

Dundas Youth Chaplaincy

$2,500

Routes Youth Centre, which assists youth in finding value in themselves and purpose for their lives, received funding

Erinoak Kids

$1,000

The Respite Program, which provides short periods of parenting relief for children with complex care needs, received a Kimberley Kovalchek Legacy Fund grant

Halton Learning Foundation

$4,000

Swim to Survive, a water safety education and injury prevention program for children, was supported in honour of Bette Munro

YMCA Hamilton/ Burlington/ Brantford

$3,575

Sports 4 You, a free multi-sport program for youth in Aldershot, was supported by the Reddon Family Fund and the Aldershot Community Recreation Association

YMCA Hamilton/ Burlington/ Brantford

$1,559.08

The Virtual Y, a comprehensive after school program at Holy Rosary School, where children enjoy recreation activities, healthy snacks and homework support, received a grant from the Now I Can Children’s Fund

All Burlington Community Grants (includes community, unrestricted and field of interest funds see page 6)

$63,500

Grants were directed towards Vital Signs priorities: youth, newcomers and poverty as well as the environment

Total

$155,890.07

RECREATION

2012 - 2013 annual report | page 5


Grants that supported youth, families and more in 2012 - 2013 Across Burlington, local charities put grant dollars to work supporting many areas of need through a variety of important projects. Responding to our annual call for grant applications, charitable agencies used funds to strengthen our city. Organized by BurlingtonGreen Environmental Association and the Halton Learning Foundation, “Imprints” was held in September 2012 with the support of a $15,000 grant. According to Amy Schnurr, executive director, BurlingtonGreen, “The Burlington Youth Conference, featuring renowned environmentalist Dr. Jane Goodall as keynote speaker, was expanded to support the attendance of youth from throughout Halton. Both the daytime Youth Conference and the evening Eco-Awards Celebration filled the venue capacity…1,400 people of all ages benefitted from the two rare event opportunities.” Launching in October 2012, Royal Botanical Gardens put an $18,500 grant to community use. Barbara McKean, head of education, shares that an $18,500 Walking into Nature (WIN) grant was used to “develop the resources to support Burlington families to pledge to get outdoors on local trails on a weekly basis…combining the joy of being outdoors in nature with spending time as a family.” ROCK – Reach Out Centre for Kids received a $17,450 grant to fund a healthy active living project. Kelly Giuliani, manager of community and youth development shares, “We truly believe that every child deserves the same opportunities as any other child, regardless of race, ethnicity or socio-economic status. Without our programs, many of the children and youth in these communities would be inactive, would be playing video games or watching TV, and perhaps even be involved in negative recreational pursuits.” A Saturday morning multi-sports drop-in program for 9-12 year olds led by Sports 4 You was enhanced in 2012 thanks to a $2,300 grant. Shawna MacLellan, director of day camp and community outreach at YMCA Hamilton/ Burlington/Brantford, advises, “We would like to thank the Burlington Community Foundation for their continued support of our program. Without the support of you, our program would not be in operation.” The grant was used to support the rental of a school gym, staffing and benefits, as well as program supplies and snacks for participants. Opening channels of dialogue to increase understanding, build awareness and strengthen support for those most vulnerable are just some of the goals that four charitable partners - Access Counselling & Family Services, Breast Cancer Support Services, Halton Women’s Place and Tottering Biped Theatre - achieved by using $9,200 in grants to support community conversations. Across Burlington, local charities used grants to respond to our city’s hidden and most pressing needs.

Setting a course for the future Grantmaking - the strategic distribution of funds to programs that directly respond to Burlington’s highest areas of need - will continue to be a strategic priority in 2013-2014. By connecting grants to needs that are uncovered through ongoing Vital Signs® 2012 and 2013 research, we will strengthen our leadership role within the charitable sector. Our annual grant application process will continue to involve senior staff and volunteer subject matter experts to support page 6 | 2012 - 2013 annual report

a transparent review process as well as provide timely and substantive feedback to all applicants. Outcomes of grant gifts will be assessed using an enhanced tracking system, which in turn, will enable more detailed communication to fundholders and the general public through our Community Engagement Program. And to help local charities prepare their projects for assessment, BCF will launch a complementary grant workshop for applicants to build their grant writing skills, increase awareness of local funding organizations and strengthen their understanding of our reporting requirements.


Leading an in-depth assessment of Burlington’s vitality As a community foundation focused on improving our city’s vitality, our grantmaking supports donor wishes and addresses the highest priority needs in our community. To identify areas that are critical to the quality of life in Burlington, we conducted extensive research and published our first-ever Vital Signs® report. Our report is linked to a national Vital Signs initiative, led by Community Foundations of Canada. Representing our largest mobilization effort to date, Vital Signs 2012 research included roundtables and visits with local charities, interviews with community leaders, review and analysis of Statistics Canada and Census data, reports from local agencies and organizations as well as on-line and telephone resident surveys. The resulting report provides a snapshot of the great attributes of our community, as well as the pressing needs that exist across our city. Burlingtonians have much to take pride in. Not only do we live in the safest city in the GTA, the Gross Domestic Product per employed worker is 18% higher than the Ontario average. Nestled on the shore of Lake Ontario, our city boasts the equivalent of more than 3,300 football fields of green space. Our residents are generous: 91% donate financially and 33% volunteer their time and expertise. And with 9 out of 10 residents enjoying local arts, culture and entertainment offerings, it is easy to see why 97% of us are very satisfied or satisfied with city life. As an affluent community, the day-to-day challenges that many people face in Burlington are not always visible. For those living in poverty, newcomers and youth, sometimes the issues are hard to see.

The gap between wealth and poverty Median incomes in Burlington are 20% higher than the provincial average and 42% of families make more than $100,000 a year. Among the 9.5% of Burlingtonians who are low income residents, 1 in 3 people in poverty are living in extremely constrained circumstances at the Low Income Threshold. For singles, this represents an annual income of $10,389 and for couples, $12,983 per year. With an average Burlington home price of $446,189 and a 1.3% rental vacancy rate, lone parents spend more than half of their annual income on housing costs. Since the 2001 census, the local poverty rate increased by 25% and, by 2021, the rate is projected to grow by 24% to 15,909 residents and almost 6,000 households. Poverty is among the key issues identified by Vital Signs 2012 research.

Newcomers: building lives in Burlington Between 2001 and 2006, more than 4,000 newcomers settled in Burlington and today 1 in 5 of us were born in other countries. Under 40 years of age and with young children, the majority of newcomers have at least one academic degree. With male newcomers earning on average $24,536 a year and female newcomers earning only $14,381, new residents often struggle to make ends meet. Unfortunately, newcomers currently earn only 50 cents to every dollar earned by all Burlington residents and 31% find themselves living in poverty. Our report identified newcomers as a key demographic in need.

Portrait of youth: the future of our community Vital Signs also uncovered serious signs of concern for our youngest citizens. While incidents decrease for teens, four in ten 12 year olds experience bullying. Of our youth 15 years of age, 15% think of harming themselves, 27% believe they have too many problems in their lives and 11% have thoughts of suicide. According to “Taking Your Pulse Survey” while 40% of residents believe mental health issues are severe amongst children and youth, almost half of the respondents had no opinion. Vital Signs 2012 highlights a significant gap in our understanding of the needs of our youth.

Read the complete Vital Signs® 2012 report at burlingtonfoundation.org/vital-signs 2012 - 2013 annual report | page 7


Guiding a proactive response to Vital Signs research Putting these findings about poverty, newcomers and youth needs into action – our grant application process was redeveloped in October 2012 to encourage agencies with programs or projects that meet these needs to apply for funding. Our 2012-2013 Grants Council members included community volunteers, BCF management and local subject matter experts. Here are a few examples of how local charities are using Burlington Community Foundation grants in 2013-2014 to respond to Vital Signs 2012 research.

Helping people living in poverty Halton Food for Thought is adding a new school to their successful ‘Nourishing Youth-Closing the Gap’ program which provides one meal a day to secondary students who are living in poverty or at-risk of homelessness. ArtHouse’s pilot project offers at-risk, downtown children after school experiences in improv, visual arts and choir.

Supporting new Burlingtonians Habitat for Humanity will expand its housing focused financial literacy program to reach people who have lived in Canada for less than five years. Start2Finish is conducting an elementary school pilot project that provides literacy skills and physical activity for children, many of whom are newcomers to Canada from lower income backgrounds.

Nurturing our youth Danielle’s Place will provide support services to youth struggling with eating disorders and mental wellness through a weekly, client-centred program. The YMCA of Hamilton/ Burlington/Brantford will enhance their existing successful drop-in centre. Youth can borrow instruments, take free music lessons, cut and mix their own tracks as well as learn about CD production and promotion.  By strengthening existing programs and piloting new initiatives, we are rallying local organizations to address pressing needs and enhance the vitality of our great city.

Interested in learning about or contributing to the Burlington Community Fund? Learn more at burlingtonfoundation.org/burlington-community-fund

page 8 | 2012 - 2013 annual report


2012 - 2013 Burlington Community Fund grants In October 2012, BCF issued a call for grant applications to charities located across Halton Region. From among 29 applications, Grants Council members selected 15 projects with the best potential to address one or more of the three areas of identified need. Three projects with a focus on preserving our natural environment were also funded. All of these grants are funding community programs and projects that take place in 2013-2014. Together, the Brechin, Huffman and Henderson Fund, Burlington Community Fund, Hogarth Family Foundation Fund, Mavis Pieczonka Memorial Fund, Mayor’s Gala Fund, Mayor’s Green Fund, Ontario Endowment Fund - Child & Youth in Recreation and the Sarah and Donald Munro Memorial Fund made the following grants possible.

Charitable Organization

Grant

Community Use in 2013 - 2014

ArtHouse

$1,500

After School programs

Food for Life

$8,000

Support for program and new truck

Halton Food for Thought

$7,000

Nourishing Youth-Closing the Gap program

Reach Out Centre for Kids (ROCK)

$8,000

Our Community Cares Healthy Living Project

Habitat for Humanity

$6,700

HomeWorks program

Start2Finish

$5,000

Burlington Running and Reading Club pilot project

Burlington Art Centre

$2,500

Youth visual arts class scholarship program

Canadian Mental Health Association

$2,500

Anti-Stigma Youth Summit speaker support

Danielle’s Place

$5,000

Youth Support Group program

Easter Seals Ontario

$4,000

Healthy Minds Healthy Kids camp program

The Equestrian Association for the Disabled (T.E.A.D.)

$2,000

Leg up for Success registration fees support

YMCA of Hamilton/Burlington/Brantford

$3,800

Underground Youth Centre

Bay Area Restoration Council

$2,500

Randle Reef Clean Up project support

Bruce Trail Conservancy

$2,500

Cedar Springs Woods Reserve

Conservation Halton Foundation

$2,500

Shrike Recovery project support

TOTAL

$63,500

Poverty

Newcomers

Youth

Environment

Burlington Art Centre

Bruce Trail Conservancy

Removing financial barriers for talented young people to participate in visual arts and fine crafts programming is at the heart of the BAC’s scholarship program for youth. Charitable agencies and teachers first identify eligible students and then work with parents or guardians to get youths registered. Once accepted to visual arts classes, no one in the class, including the instructor, is aware that the student is a scholarship recipient.

The Bruce Trail, Canada’s oldest and longest marked footpath, provides public access to the magnificent Niagara Escarpment.  With funding from BCF, donors and organizations, Bruce Trail Conservancy purchased a 10-acre wedge of the Escarpment known as Cedar Springs Woods. Located near Kerncliffe Park in North Burlington, this land features two majestic stands of trees that provide refuge for birds and other wildlife. Now under the permanent care of the Bruce Trail Conservancy, this land is held in trust and will be preserved in perpetuity. 2012 - 2013 annual report | page 9


Engaging our community members in new ways As a community foundation, founded in 1999 by visionary Burlingtonians as a centre for philanthropy, we bring people together, with the end goal of making our city a better place to live, work and play. Through outreach activities, we’ve built awareness among our neighbours - on average, BCF receives 80,000 media impressions each month, totalling approximately 960,000 references over the past year. Every month, in our Vital Community column with the Burlington Post and insideHalton.com, Colleen Mulholland shares news about areas of need and examples of how our local grantmaking and philanthropic activities are helping to build a more vital community. Connecting our fundholders, donors, corporate partners, volunteers and supporters more directly to each other and our activities, in February 2013, the first issue of e-Vitality was distributed to 1,950 supporters. This quarterly e-newsletter shares stories about the people, organizations and corporations that are making vital improvements across our community. Along with the 3,200 people who visit burlingtonfoundation.org each month and the 1,500 who connect through social media, BCF is charting a course to engage more and more Burlingtonians in our mission.

Community partners collective Recognizing opportunities for local community leadership organizations to share knowledge and expertise, together with the United Way of Burlington & Greater Hamilton, BCF launched the Community Partners Collective in November 2012. Providing a forum for discussion and information sharing, the Collective will work to address pressing community needs, make efficient use of existing resources, maximize socio-economic benefits and work together to build greater community vitality in Burlington. Through collaboration and dialogue, Collective members are working to achieve positive, measurable change in areas of need across the city.

page 10 | 2012 - 2013 annual report

Setting a course for the future In planning for our Vital Signs 2013 report, we will again celebrate Burlington’s strengths and bring critical needs forward. Building upon our existing in-depth research and consultation channels, we will further engage stakeholders such as current and prospective fundholders as well as members of our Leadership Advisory Council and the Community Partners Collective. Engaging people with the end goal of making Burlington a better place to live, work and play will continue to be our focus. Because people are at the heart of everything we do, we will continue to focus on greater awareness and education in 2013-2014 to deepen relationships and strengthen partnerships with many community members.


Creating a fund and building a legacy in our community When donors establish a fund with BCF, they open the door to many options. We provide flexible and simple ways for individuals, corporations and agencies to create an endowment fund and start building a lasting legacy. Our fund experts support fundholders in setting up their foundation and steering their ongoing gifts to the community. We currently manage 66 funds that support arts and culture, education and scholarship, environment, health, social services and recreation. Funds are pooled together and invested to generate income on a yearly basis. Income from these funds is then made available for distribution in the form of grants. When you establish a fund with your initial donation, BCF experts will work with you to establish a charitable purpose. As a fundholder, you can be directly involved in the grantmaking process or rely on BCF to help steer your distributions to local charities that match your philanthropic wishes. The purpose of the fund will be maintained in perpetuity. Donor Advised Funds – You take an active role in the use of your gift, working with BCF team members to make recommendations for your fund’s annual grant distribution. Donor Designated Funds – You direct your gift to one or more charities providing an ongoing, consistent source of support. BCF team members manage your fund’s annual grant distribution. Field of Interest Funds – You target your gift to address needs in an important facet of community life. We award grants to charities and programs that are making a difference in your area of personal interest.

Scholarship Funds – Help local students pursue their dreams with a scholarship. Select the scholarship criteria (i.e. academics, community service, financial need), areas of study and schools that benefit. Unrestricted Funds – Your unrestricted gift becomes part of the Burlington Community Fund and will support a range of charitable work and address the changing needs of our city. Grants are distributed through a transparent adjudication process managed by BCF management that is directed towards pressing needs.

Helping established funds meet their grantmaking goals A new Fundholder Toolkit was launched in early 2012 to support fundholders in growing their funds to achieve their philanthropic goals. The kit explains how to read annual statements, the grant process, tax receipts as well as provides ideas on how to build funds.

2012 - 2013 annual report | page 11


2012 - 2013 Funds that are strengthening Burlington

Conservation Halton Foundation Douglas Cockburn Managed Fund Conservation Halton Foundation Green Values Fund Crawford Lake Fund Mayor’s Green Fund Brechin, Huffman and Henderson Fund Carpenter Hospice Permanent Endowment Fund Community Living Burlington Fund David Bruce Sergeant Fund H. Fred Janson Fund for the Developmentally Handicapped Halton Heroes Fund Halton Women’s Place Permanent Endowment Fund Junior League of Hamilton-Burlington Fund Kimberley Kovalchek Legacy Fund United Way Family of Funds These include: United Way Tomorrow and Forever Fund, United Way Campaign Fund Weatherdon Fund for Early and Lifelong Nutrition

Setting a course for the future

YOUTH SUPPORTING MULTIPLE SECTORs

education & scholarships

Aldershot School Fund Burlington Chamber of Commerce Scholarship Fund Burlington Economic Development Corporation Mayor’s Apprenticeship Fund Burlington Medical Society Endowment Fund Lawrence Sinclair Scholarship Fund Mario Rende Memorial Scholarship Fund Matthew C. Daly Memorial Scholarship Fund Paul Hansell Foundation SB Partners Scholarship Fund Starr Bell Fund Yolanda, Lloyd and Susan E. Wills Memorial Fund

environment

Burlington Art Centre Foundation Fund Burlington Public Library Family of Funds These include: Burlington Public Library Permanent Endowment Fund, Millicent M. McEwen Fund, Wendy Schick Endowment Fund Burlington Teen Tour Band Boosters Inc. Fund Ethel and Roly Bird Fund Mavis Pieczonka Memorial Fund Performing Arts Burlington Fund Performing Arts Youth Endowment Plains Road Village Vision Fund Vaski Family Performing Arts Fund

health & social services

ARTS & CULTURE

Since our founding in 1999 as a centre for philanthropy, individuals, families, corporations and charitable organizations have established endowment funds with BCF. We sincerely thank our generous donors for their philanthropic gifts and commitment to strengthening Burlington’s vitality. Burlington Community Youth Advancement Fund Creative Results 4 Kidz Endowment Fund McDonald’s Restaurants of Burlington Fund Now I Can Children’s Fund Nicholas Hurlbut Memorial Fund Ontario Endowment Fund - Children and Youth in Recreation This fund includes: Bank of Montreal Fund, Burlington Wellness Fund for Youth, Creative Results for Kidz Fund, Erica and Pat Smith Fund for Youth, The Foxcroft Family Fund, Gary W. DeGroote Fund for Children and Youth, Halton Regional Chairman Children’s Fund, Hilda and Bill Line Fund for Youth, Junior League Centennial Endowment Fund for Youth, The Hamlin Family Fund, The Leggat Family Fund for Youth, Pioneer Petroleum Children’s Foundation Fund, TD Canada Trust Endowment Fund for Children and Youth, Teresa Reimer Fund for Youth  Sarah and Donald Munro Memorial Fund Sydney Robis Memorial Fund Youth Opportunity Fund BDO Burlington Community Fund Bette and Keith Munro Foundation Beverley and Walter Mulkewich Community Development Fund Burlington Community Fund This fund includes: Diana and Murray Hogarth Family Foundation Fund, Dr. Wally and Mavis Pieczonka Fund, Ethel and Roly Bird Fund, Marjorie and Bill Nelson Fund, Mayor’s Community Fund Dalton Timmis Group Fund danceScape Endowment Fund Dewitte Family Fund Impact Fund Erica and Pat Smith Family Fund Haggerty/Durocher Fund Hogarth Family Foundation Fund Leggat Family Fund Marsh Family Fund Mayor’s Gala Fund Randy and Denise Reeve Family Fund Reddon Family Fund Robert D. Gould Foundation Fund Smith Family Fund Valley Fund

Sustainable development of our funds is an important means by which BCF is charting a course for the future. Planned gifts provide a vital long-term lifeline to advance our mission in the decades to come. In 2013–2014, our Planned Giving and Estates Program - which includes gifts such as securities, cash, insurance policies, property as well as bequests, life insurance policies and RRSP beneficiaries - will be a strategic priority.

Working with our Professional Advisors in Philanthropy Council members, we will strengthen relationships with local advisors by providing information about the benefits of philanthropy, at all life stages of giving, both as an expression of generosity and with practical tax-saving benefits. Our website will be enhanced to provide more in-depth information about planned giving opportunities, expertise and the support BCF can provide first-time as well as ongoing donors and philanthropists. page 12 | 2012 - 2013 annual report


New 2012 - 2013 endowment funds Burlington Community Foundation is proud to welcome seven new fundholders to our family of funds. Fund

Established

Community Use / Charitable Focus

Junior League of Hamilton-Burlington (JLHB) Fund

June 2012

The JLHB Endowment Fund provides opportunities to support a local organization that has developed the potential of women, improved the community and promoted volunteerism for more than 75 years.

Impact Fund

August 2012

Established with a generous gift made by Dr. Wally Pieczonka, the fund is designed to strengthen BCF and better position our resources to address the most pressing needs and assist those most vulnerable in our community.

Kimberley Kovalchek Legacy Fund

August 2012

Created by Lori and Steve Kovalchek and named for their inspiring daughter, this donor advised term endowment fund supports programs which enhance the quality of life for children with special needs.

Halton Heroes Fund

September 2012

Created with funds raised at an inaugural gala event on September 21, 2012, this fund provides bridge funding that may be needed by Police Service members and their families in the event of injury or loss of life while on active duty.

Youth Opportunity Fund

October 2012

Supporting secondary school graduates, this fund provides successful applicants with career-focused opportunities that otherwise may not be made available to them. The fund has an initial focus on youth from lower-income backgrounds who may be receiving social assistance and/or living in subsidized housing.

Randy and Denise Reeve Family Fund

November 2012

This fund supports a wide variety of charitable causes, including arts and culture, education and scholarships, the environment, health and social services, recreation and youth.

BDO Burlington Community Fund

March 2013

Created as a way for BDO and its employees to support pressing needs in Burlington relating to BCF’s Vital Signs Report. The fund was established to support local charities.

Colleen Mulholland (2nd from right) accepting a cheque for the Halton Heroes Fund.

Kim Kovalchek with her mom, Lori.

Maryanne, Steve and Lori Kovalchek.

Interested in creating an endowment fund? Contact us directly to learn more.

grantmaking in action - the mavis pieczonka memorial fund Established in February 2012 by Dr. Wally Pieczonka and his children in memory of Mavis Pieczonka and as a tribute to her passion for the arts, this fund provides opportunities for lower-income youth in Burlington access to performing arts programs. The YMCA of Hamilton/Burlington/Brantford’s Ron Edwards Family Y was selected as the fund’s first grant recipient in February 2013. This specialized program focuses on music and provides a flexible drop-in format for local youth. The opportunities to jam with a variety of musicians are limitless. As well, the Underground program has a business element, helping young participants discover ways to record and market their musical projects. Combining an outlet for musical creativity while also nurturing skills that could lead to a musical career, this program is helping Burlington youth and building on the Pieczonka family’s performing arts legacy. 2012 - 2013 annual report | page 13


Our dedicated volunteers… helping to strengthen Burlington 2012 - 2013 Investment Committee (Board led) Phil Reddon, Chair and Board Member Terry Bedard Tom Laube Keith Munro Paul Wendling 2012 - 2013 Grants Council (Management led) Lynn Ferguson Marc Hamel Kim Jenkinson Cindy McClure Maggie Penca Amy Schnurr Alyson Sweetlove 2012 - 2013 Professional Advisors in Philanthropy Council (Management led)  Susan Allison Trevor Hood Patrick Pitt Alyson Sweetlove Jim Sweetlove Brian Weatherdon Greg Windle Rob Wojtasik

2012 Masquerade Ball Committee (Management led) Kimberly Calderbank-Allington Roxanne Field Christopher Gee Katie Hrycun Daphne Jacques Carolyn Kirkham Sandy O’Reilly Lizanne Rowe Glenda Shields Administrative Support Volunteers  Mayra Castillo Rasha ElSayed Shehata Barb Hindrichs Joanna Irivarren Tim Lessard Ryan Moffat Sean Morris Susan Wills

Interested in getting involved? Visit burlingtonfoundation.org/volunteer-today to learn more.

Giving, learning and making connections . . . the many rewards of volunteering Soon after relocating to Canada from Mexico with her husband and two children, Mayra Elibet Castillo Pacheco decided to provide administrative support to BCF. Mayra shares, “I was inspired to volunteer with BCF to learn more about Canadian culture. I also wanted to meet people in my community and improve my English skills. I have always enjoyed volunteering in Canada as well as in Mexico. The feeling that my contribution is helping someone in need is very satisfying, no matter how big or small. It also sets a good example for my kids.” Mayra and family.

Born and raised in Burlington, Lizanne Rowe joined the Masquerade Ball Committee in 2010. While taking a career hiatus to raise her children, volunteering helps Lizanne keep her marketing and event planning skills current. “Meeting the amazing group of volunteers on the committee has been one of the most rewarding parts of the experience. I’ve formed lifelong friendships with members of the committee. They make volunteering so much fun!” Lizanne explains, “I’ve also learned a tremendous amount and have been able to bring fresh ideas to the event, helping to create a fantastic Masquerade Ball each and every year.”

Lizanne (middle) with Jennifer Campbell (left) and committee member Carolyn Kirkham at the 2012 Masquerade Ball. page 14 | 2012 - 2013 annual report

Meet more volunteers and read their stories at burlingtonfoundation.org/volunteer-stories


Partners in philanthropy…the Masquerade Ball Our third annual Masquerade Ball featured the sultry sights and sounds of Brazil on October 27, 2012. Local corporate partners, guests and supporters came together to celebrate community vitality in an event supported by the efforts of our many volunteers. BCF sincerely thanks the following partners for sponsoring this event. Diamond Sponsor Great-West Life, London Life, Canada Life Platinum Sponsors Carriage Gate Homes Crosswinds Golf & Country Club Cogeco/TVCOGECO Molinaro Group Paletta International Corporation TD Waterhouse Private Client Services Gold Sponsors AMR Homes BDO Boehringer Ingelheim Burlington Post Burlington Taxi Connect Cynthia Zahoruk Architect Inc. Deloitte Discovery Ford L-3 WESCAM Mohawk College Newalta Pioneer Energy Play Advertising RBC Royal Bank Taylor Leibow

Silver Sponsors Burlington Economic Development Corporation Bell Brady Benefits Branthaven Homes Brian Hansell C. Dawkins and Associates CIBC Covington Capital Corporation Dan Lawrie Insurance Brokers Ltd. Dodsworth and Brown/Burlington Memorial Gardens

Dr. Wally Pieczonka Jump-Point King Paving KPMG Leggat Auto Group Manulife Securities Michael O’Sullivan SimpsonWigle LAW LLP SmartMeds Pharmacy Smith’s Funeral Homes STANMECH Technologies Inc. Tim L. Dobbie Consulting Ltd.

Media - Burlington Post, SNAP Burlington and Cogeco/TVCOGECO Venue - Burlington Convention Centre Production - Simply Stages, exclusive production supplier

Congratulating Diana and Murray Hogarth – our 2013 Philanthropists of the Year Together with three previous honourees, Doug Leggat, Kevin Brady and Don Smith, BCF senior management assessed many deserving 2013 nominations made by local community members. In recognition of their long-term commitment to philanthropy and community leadership, Diana and Murray Hogarth were selected as our newest recipients. The Hogarths have donated millions of dollars to many charitable organizations through their corporation, Pioneer Energy, making significant gifts to local foundations, hospitals and charitable groups. Diana and Murray have also had significant impact as community leaders through their advisory and board volunteer work. On October 26, 2013, Diana and Murray will be recognized during BCF’s annual Masquerade Ball at the Burlington Convention Centre.

Setting a course for the future On September 5, 2013, BCF will host Burlington’s Invitational Golf Classic - a highly successful fundraising event with a loyal following, previously known as the Mayor’s Invitational Golf Classic. Helping to diversify our organizational unrestricted funding base, the event will also strengthen our connections with local business leaders. Most importantly, funds raised by the Invitational Golf Classic will directly support 10 scholarships associated with the Burlington Economic Development Fund. These scholarships support post-secondary education as well as apprenticeships for youth helping young people build knowledge as well as career-focused skills.

Read about BCF’s Philanthropist of the Year Award and watch videos of past honourees at burlingtonfoundation.org/our-philanthropists 2012 - 2013 annual report | page 15


Strengthening Burlington with Gifts that Give Forever Established in 1999 as a centre for philanthropy, Burlington Community Foundation is a local knowledge broker and one of the most reliable partners in the non-profit sector. We collaborate with donors to build endowments, give grants and connect leadership. Responsive to our donors, our grantmaking experts help people give, build legacies, address vital community needs and support areas of personal interest. The Foundation helps people, agencies and corporations improve our city’s vitality–today and tomorrow. Our grantmaking supports donor wishes and addresses the highest priority needs in our community. Each grant truly makes a difference to a person - a neighbour, a child, a senior. Together, we are strengthening Burlington with gifts that give forever. Visit burlingtonfoundation.org, follow @BurlingtonFDN or connect on Facebook to discover the many ways you can get involved.

Charting the course – our team Our team members help fundholders, donors, volunteers and supporters address our community’s most pressing needs. Contact them today to get involved in strengthening Burlington. Colleen Mulholland President & CEO 905.639.0744 x 222 cmulholland@burlingtonfoundation.org

Laura Pizzacalla Coordinator, Volunteer & Community Engagement 905.639.0744 x 221 lpizzacalla@burlingtonfoundation.org

Sandra Baker Director, Development & Community Engagement  905.639.0744 x 223 sbaker@burlingtonfoundation.org

Roberta Linton, CPA, CA Accountant 905.639.0744 x 224 rlinton@burlingtonfoundation.org

We are proud to be part of the Canadian movement for community vitality and a member of:

Burlington Community Foundation is also a proud member of Imagine Canada.

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Our Charitable Number is 857812739 RR0001

Burlington Community Foundation 3380 South Service Road Burlington, Ontario, L7N 3J5 | P: 905 639 0744 | info@burlingtonfoundation.org


Burlington Community Foundation 2012-2013 Annual Report