our community’s centre for philanthropy.

ANNUAL REPORT 2012 - 2013

PEOPLE. PARTNERSHIP. PROSPERITY.

page 2 | 2012 - 2013 annual report

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:

• Publishingourfirst-everVitalSigns® 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.

• Increasingoureffortstoengageandretainmorelife-longsupporters-wewelcomed18volunteers, formalized our program standards and shared some of our keenest supporters’ stories on our website.

• Thanking,educatingandcelebratingthephilanthropicgiftsofourgenerousdonorsbyenhancingour stewardship program. Connecting with every fundholder to understand their philanthropic goals, we created a toolkit to support their efforts to build their funds.

• StrengtheningawarenessofcorporatesupportopportunitiessuchasournewProudSupporterprogram as well as endowed funds, donations, sponsorships and in-kind support. We also shared stories about our corporatepartnersand,throughour2012CommunityImpactvideo,highlightedthecontributions from some of our key sponsors.

• Sharingstoriesaboutourimpactinthecommunity-featuringourvolunteers,donors,fundholdersand charities - in print, on our website and through social media.

• Bringingtogethercommitted,long-termphilanthropistsasmembersofanewLeadershipAdvisoryCouncil. generous with their advice and counsel, these individuals act as ambassadors for philanthropic ideas and activities.

• LaunchinganewProfessionalAdvisorsinPhilanthropyCounciltobuildawarenessofcharitablegivingideas, the benefits of philanthropy, as well as introduce BCF as a centre for philanthropy.

In2012-2013,41charitiesandnon-profitorganizationsreceivedatotalof$155,890ingrantsfromourfundholdersaswellas 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,wemanagemorethan$7.4millioninassetsandsteward66endowedfundsthatarerespondingtopriorityneedsandstrengthening 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.

A messAge from Burlington Community foundAtion leAdership

Colleen Mulholland President & CEO

Tim Dobbie Chair, Board of Directors

2012 - 2013 annual report | page 3

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

SandraBaker,Director, Development & Community Engagement 

LauraPizzacalla,Coordinator, Volunteer & Community Engagement

RobertaLinton,CPA, CA , Accountant

ChArting the Course – our leAdership teAms

2012 - 2013 BoArd of direCtors

Tim Dobbie, Chair

greg Windle, Vice-Chair

peter andreana

Michael Banks

Danny Chou

LysaFitzgerald

SharonGilmour-Glover

Trevor Hood

Kristina Hyland

Darren McMullin

philip Reddon

John Rockx

Rob Wojtasik

Diamond proud Supporters Crosswinds golf & Country ClubGreat-WestLife,LondonLife,CanadaLifeSmartMedsPharmacy

platinum proud Supporters Cogeco/TVCOGECO TimL.DobbieConsultingLtd. LeggatAutoGroup

Vital Signs proud SupporterPalettaInternationalCorporation

Gold proud SupportersBellBrady BenefitsBurlington Taxi L-3WESCAMMohawk CollegeRBC Royal BankSBPartnersSTANMECHTechnologiesInc.

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 SupporterProgramacknowledgesthefollowingDiamond,Platinum,VitalSignsandGoldsupporters,currentmembersasofMarch31,2013,andthankscompaniescontinuingwithusasProudSupportersinthe2013-2014fiscalyear.

2012 - 2013 fundholder grAnts thAt strengthened our Community Asacentreforphilanthropy,BCFcollaborateswithdonorstobuildendowments,givegrantsandconnectleadership.Inavariety 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 heldwithBurlingtonCommunityFoundationprovidedatotalof$155,890.00ingrants.

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

artS anD Culture

Burlington Teen Tour Band Boosters

$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

eDuCation anD SCholarShipS

Brock University $250 ScholarshipawardedfromthePaulHansellFoundationFund

HaltonIndustry education Council

$2,000 SupportfromtheYolanda,LloydandSusanE.WillsMemorialFundenhancedcareer education and created opportunities for youth

McMaster University $4,250 ScholarshipswereawardedfromtheMatthewC.DalyScholarshipFund, MarioRendeMemorialScholarshipFund,AldershotSchoolFund,StarrBellFund and paul Hansell Foundation Fund to support Matthew Matti, Kathleen garvey and three other students

NipissingUniversity $500 The Bachelor of education program was supported by a donor directed gift

Ontario Medical Foundation

$700.55 FundingfortheOntarioMedicalStudentBursaryFundwassupportedbyBurlingtonMedicalSocietyEndowmentFund

University of guelph $2,000 Juan Medina and two other students were awarded scholarships from the AldershotSchoolFund,StarrBellFundandtheYolanda,LloydandSusanE.Wills Memorial Fund

University of Waterloo $1,500 YvetteJoanAmorandanotherstudentreceivedscholarshipsfromtheStarr BellFundandYolanda,LloydandSusanE.WillsMemorialFund

health anD SoCial SerViCeS

AlzheimerSociety of Canada

$5,000 SupportfromtheReddonFamilyFundwenttotheAlzheimerSociety Research program

BurlingtonHumaneSociety $735.35 ADavidBruceSergeantFundgrantsupportedspayingandneuteringof stray and abandoned local animals

CanadianCancerSociety $3,500 TheValleyFundsupportedqualityoflifeenhancementsforpeopleliving 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

GoodShepherd Centre Hamilton

$4,000 AgrantfromtheValleyFundsupportedEmmanuelHouse,a10-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

PAGE4 | 2012 - 2013 annual report

MultipleSclerosis SocietyofCanada

$735.35 AgrantfromtheDavidBruceSergeantFundprovidedinformation,support,educationaleventsandotherresourcesforpeoplewithMSandtheirfamilies

NelsonYouthCentres $3,863.51 a mental health centre that provides group-based treatment programs for children,youthandtheirfamiliesreceivedagrantfromtheLeggatFamilyFund

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

UNICEFCanada $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

WorldVisionCanada $450 an alpaca, and clean water for one family, were funded by a grant

reCreation

CampMapleLeaf $5,100 SixkidsattendedCampMapleLeafthankstograntsfromCreativeResultsforKidz endowment Fund and gWD Foundation for Kids

BurlingtonSeniors’Centre,City of Burlington

$5,317 TheIsolatedSenior’sProgram,whichengagesseniorsinsocialandrecreationalactivities,wasfundedthroughtheNelsonAllanFund

DundasYouthChaplaincy $2,500 RoutesYouthCentre,whichassistsyouthinfindingvalueinthemselvesandpurpose for their lives, received funding

erinoak Kids $1,000 The Respite program, which provides short periods of parenting relief for childrenwithcomplexcareneeds,receivedaKimberleyKovalchekLegacy Fund grant

HaltonLearningFoundation

$4,000 SwimtoSurvive,awatersafetyeducationandinjurypreventionprogramforchildren, was supported in honour of Bette Munro

YMCAHamilton/Burlington/ Brantford

$3,575 Sports4You,afreemulti-sportprogramforyouthinAldershot,was supported by the Reddon Family Fund and the aldershot Community Recreation association

YMCAHamilton/Burlington/ Brantford

$1,559.08 TheVirtualY,acomprehensiveafterschoolprogramatHolyRosarySchool,where children enjoy recreation activities, healthy snacks and homework support,receivedagrantfromtheNowICanChildren’sFund

all Burlington Community grants (includes community, unrestricted and field of interest funds - seepage6)

$63,500 GrantsweredirectedtowardsVitalSignspriorities:youth,newcomersandpoverty as well as the environment

total $155,890.07

2012 - 2013 annual report | PAGE5

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.

grAnts thAt supported youth, fAmilies And more in 2012 - 2013

grantmaking - the strategic distribution of funds to programs that directly respond to Burlington’s highest areas of need - will continuetobeastrategicpriorityin2013-2014.ByconnectinggrantstoneedsthatareuncoveredthroughongoingVitalSigns® 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

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.

roCK – reach out Centre for Kidsreceiveda$17,450granttofundahealthy 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 videogamesorwatchingTV,andperhapsevenbeinvolvedinnegativerecreational pursuits.”

ASaturdaymorningmulti-sportsdrop-inprogramfor9-12yearoldsledby Sports 4 youwasenhancedin2012thankstoa$2,300grant.ShawnaMacLellan,directorofdaycampandcommunityoutreachatYMCAHamilton/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-achievedbyusing$9,200ingrantstosupportcommunity conversations. across Burlington, local charities used grants to respond to our city’s hidden and most pressing needs.

Organized by burlingtonGreen environmental association and the halton learning Foundation,“Imprints”washeldinSeptember2012withthesupportofa$15,000grant.AccordingtoAmySchnurr,executivedirector,BurlingtonGreen,“TheBurlingtonYouthConference, featuring renowned environmentalist Dr. Jane goodall as keynote speaker, was expanded to support the attendance of youth fromthroughoutHalton.BoththedaytimeYouthConferenceandtheeveningEco-AwardsCelebrationfilledthevenuecapacity…1,400people of all ages benefitted from the two rare event opportunities.”

LaunchinginOctober2012,royal botanical Gardensputan$18,500grant to community use. Barbara McKean, head of education, sharesthatan$18,500WalkingintoNature(WIN)grantwasusedto“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.”

setting A Course for the future

PAGE6 | 2012 - 2013 annual report

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.

Representingourlargestmobilizationefforttodate,VitalSigns2012researchincludedroundtablesandvisitswithlocalcharities,interviewswithcommunityleaders,reviewandanalysisofStatisticsCanadaandCensusdata,reportsfromlocalagenciesandorganizations 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.

Burlingtonianshavemuchtotakepridein.NotonlydoweliveinthesafestcityintheGTA,theGrossDomesticProductperemployedworkeris18%higherthantheOntarioaverage.NestledontheshoreofLakeOntario,ourcityboaststheequivalentofmorethan3,300footballfieldsofgreenspace.Ourresidentsaregenerous:91%donatefinanciallyand33%volunteertheirtimeandexpertise.Andwith9outof10residentsenjoyinglocalarts,cultureandentertainmentofferings,itiseasytoseewhy97%ofus 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.

leAding An in-depth Assessment of Burlington’s VitAlity

the gAp Between weAlth And poVerty

MedianincomesinBurlingtonare20%higherthantheprovincialaverageand42%offamiliesmakemorethan$100,000ayear.Amongthe9.5%ofBurlingtonianswhoare low income residents, 1 in 3 people in poverty are living in extremely constrained circumstancesattheLowIncomeThreshold.Forsingles,thisrepresentsanannualincomeof$10,389andforcouples,$12,983peryear.WithanaverageBurlingtonhomepriceof$446,189anda1.3%rentalvacancyrate,loneparentsspendmorethanhalfoftheirannualincomeonhousingcosts.Sincethe2001census,thelocalpovertyrateincreasedby25%and,by2021,therateisprojectedtogrowby24%to15,909residentsandalmost6,000households.PovertyisamongthekeyissuesidentifiedbyVitalSigns2012research.

newComers: Building liVes in Burlington

Between2001and2006,morethan4,000newcomerssettledinBurlingtonandtoday1in5ofuswereborninothercountries.Under40yearsofageandwithyoung children, the majority of newcomers have at least one academic degree. With malenewcomersearningonaverage$24,536ayearandfemalenewcomersearningonly$14,381,newresidentsoftenstruggletomakeendsmeet.Unfortunately,newcomerscurrentlyearnonly50centstoeverydollarearnedbyallBurlingtonresidentsand31%findthemselveslivinginpoverty.Ourreportidentifiednewcomersas a key demographic in need.

portrAit of youth: the future of our Community

VitalSignsalsouncoveredserioussignsofconcernforouryoungestcitizens.Whileincidents decrease for teens, four in ten 12 year olds experience bullying. Of our youth15yearsofage,15%thinkofharmingthemselves,27%believetheyhave toomanyproblemsintheirlivesand11%havethoughtsofsuicide.Accordingto“TakingYourPulseSurvey”while40%ofresidentsbelievementalhealthissuesaresevere amongst children and youth, almost half of the respondents had no opinion. VitalSigns2012highlightsasignificantgapinourunderstandingoftheneedsof our youth.

Read the complete Vital Signs® 2012 report at burlingtonfoundation.org/vital-signs

2012 - 2013 annual report | PAGE7

guiding A proACtiVe response to VitAl signs reseArCh

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-incentre.Youthcanborrowinstruments,takefreemusiclessons, 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

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.

helping people liVing in poVerty

halton Food for thought is adding a new school totheirsuccessful‘NourishingYouth-Closingthegap’ 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.

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.

HereareafewexamplesofhowlocalcharitiesareusingBurlingtonCommunityFoundationgrantsin2013-2014torespondtoVitalSigns2012research.

PAGE8 | 2012 - 2013 annual report

2012 - 2013 Burlington Community fund grAnts InOctober2012,BCFissuedacallforgrantapplicationstocharitieslocatedacrossHaltonRegion.Fromamong29applications,GrantsCouncilmembersselected15projectswiththebestpotentialtoaddressoneormoreofthethreeareasofidentifiedneed.Three projects with a focus on preserving our natural environment were also funded. all of these grants are funding community programsandprojectsthattakeplacein2013-2014.

Together, the Brechin, Huffman and Henderson Fund, Burlington Community Fund, Hogarth Family Foundation Fund, Mavis PieczonkaMemorialFund,Mayor’sGalaFund,Mayor’sGreenFund,OntarioEndowmentFund-Child&YouthinRecreationandtheSarahandDonaldMunroMemorialFundmadethefollowinggrantspossible.

Burlington Art Centre

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.

BruCe trAil ConserVAnCy

The Bruce Trail, Canada’s oldest and longest marked footpath, providespublicaccesstothemagnificentNiagaraEscarpment.  With funding from BCF, donors and organizations, Bruce Trail Conservancy purchased a 10-acre wedge of the escarpment knownasCedarSpringsWoods.LocatednearKerncliffeParkinNorthBurlington,thislandfeaturestwomajesticstandsoftreesthatproviderefugeforbirdsandotherwildlife.Nowunderthepermanent care of the Bruce Trail Conservancy, this land is held in trust and will be preserved in perpetuity.

Charitable organization Grant Community use in 2013 - 2014

poVerty

artHouse $1,500 AfterSchoolprograms

FoodforLife $8,000 Supportforprogramandnewtruck

Halton Food for Thought $7,000 NourishingYouth-ClosingtheGapprogram

ReachOutCentreforKids(ROCK) $8,000 OurCommunityCaresHealthyLivingProject

neWComerS

Habitat for Humanity $6,700 HomeWorks program

Start2Finish $5,000 Burlington Running and Reading Club pilot project

youth

Burlington art Centre $2,500 Youthvisualartsclassscholarshipprogram

Canadian Mental Health association $2,500 Anti-StigmaYouthSummitspeakersupport

Danielle’s place $5,000 YouthSupportGroupprogram

EasterSealsOntario $4,000 Healthy Minds Healthy Kids camp program

The equestrian association fortheDisabled(T.E.A.D.)

$2,000 LegupforSuccessregistrationfeessupport

YMCAofHamilton/Burlington/Brantford $3,800 UndergroundYouthCentre

enVironment

Bay area Restoration Council $2,500 Randle Reef Clean Up project support

Bruce Trail Conservancy $2,500 CedarSpringsWoodsReserve

Conservation Halton Foundation $2,500 ShrikeRecoveryprojectsupport

total $63,500

2012 - 2013 annual report | PAGE9

engAging our Community memBers in new wAys

Throughoutreachactivities,we’vebuiltawarenessamongourneighbours-onaverage,BCFreceives80,000mediaimpressionseachmonth,totallingapproximately960,000referencesoverthepastyear.Everymonth,inourVitalCommunitycolumnwiththe 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, inFebruary2013,thefirstissueofe-Vitalitywasdistributedto1,950supporters.Thisquarterlye-newslettersharesstoriesaboutthe people, organizations and corporations that are making vital improvements across our community. along with the 3,200 peoplewhovisitburlingtonfoundation.orgeachmonthandthe1,500whoconnectthroughsocialmedia,BCFischartingacourseto engage more and more Burlingtonians in our mission.

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.

setting A Course for the future

Community pArtners ColleCtiVe

InplanningforourVitalSigns2013report,wewillagaincelebrate 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 membersofourLeadershipAdvisoryCouncilandtheCommunity 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 in2013-2014todeepenrelationshipsandstrengthenpartnerships with many community members.

Recognizing opportunities for local community leadership organizations to share knowledge and expertise, together with the United Way of Burlington & greater Hamilton, BCF launchedtheCommunityPartnersCollectiveinNovember2012. 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

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.

Wecurrentlymanage66fundsthatsupportartsandculture,education and scholarship, environment, health, social services and recreation. Funds are pooled together and invested to generateincomeonayearlybasis.Incomefromthesefundsisthen 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.

CreAting A fund And Building A legACy in our Communitywhen donors establish a fund with BCf, they open the door to many options.

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.

Donor advised Funds –Youtakeanactiveroleintheuseof your gift, working with BCF team members to make recommendations for your fund’s annual grant distribution.

Donor Designated Funds –Youdirectyourgifttooneormore charities providing an ongoing, consistent source of support. BCF team members manage your fund’s annual grant distribution.

Field of interest Funds –Youtargetyourgifttoaddressneeds 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 dreamswithascholarship.Selectthescholarshipcriteria(i.e.academics,communityservice,financialneed),areasofstudy and schools that benefit.

unrestricted Funds –Yourunrestrictedgiftbecomespartofthe 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.

2012 - 2013 annual report | page 11

setting A Course for the future

SustainabledevelopmentofourfundsisanimportantmeansbywhichBCFischartinga course for the future. planned gifts provide a vital long-term lifeline to advance our missioninthedecadestocome.In2013–2014,ourPlannedGivingandEstatesProgram- which includes gifts such as securities, cash, insurance policies, property as well as bequests,lifeinsurancepoliciesandRRSPbeneficiaries-willbeastrategicpriority.

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.

Burlington art Centre Foundation FundBurlingtonPublicLibraryFamilyofFunds Theseinclude:BurlingtonPublicLibraryPermanent endowment Fund, Millicent M. Mcewen Fund, WendySchickEndowmentFundBurlingtonTeenTourBandBoostersInc.Fundethel and Roly Bird FundMavis pieczonka Memorial Fundperforming arts Burlington Fund PerformingArtsYouthEndowmentPlainsRoadVillageVisionFundVaskiFamilyPerformingArtsFund

AldershotSchoolFundBurlingtonChamberofCommerceScholarshipFundBurlington economic Development Corporation Mayor’s apprenticeship Fund BurlingtonMedicalSocietyEndowmentFundLawrenceSinclairScholarshipFundMarioRendeMemorialScholarshipFundMatthewC.DalyMemorialScholarshipFundpaul Hansell Foundation SBPartnersScholarshipFundStarrBellFundYolanda,LloydandSusanE.WillsMemorialFund

Conservation Halton Foundation Douglas Cockburn Managed Fund ConservationHaltonFoundationGreenValuesFundCrawfordLakeFundMayor’s green Fund

Brechin, Huffman and Henderson FundCarpenter Hospice permanent endowment Fund CommunityLivingBurlingtonFundDavidBruceSergeantFundH. Fred Janson Fund for the Developmentally HandicappedHalton Heroes FundHalton Women’s place permanent endowment Fund JuniorLeagueofHamilton-BurlingtonFundKimberleyKovalchekLegacyFundUnited Way Family of Funds These include: United Way Tomorrow and Forever Fund, United Way Campaign Fund WeatherdonFundforEarlyandLifelongNutrition

2012 - 2013 funds thAt Are strengthening BurlingtonSinceourfoundingin1999asacentreforphilanthropy,individuals,families,corporationsandcharitableorganizationshaveestablished endowment funds with BCF. We sincerely thank our generous donors for their philanthropic gifts and commitment to strengthening Burlington’s vitality.

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BurlingtonCommunityYouthAdvancementFundCreativeResults4KidzEndowmentFundMcDonald’s Restaurants of Burlington Fund NowICanChildren’sFundNicholasHurlbutMemorialFundOntarioEndowmentFund-ChildrenandYouthinRecreation This fund includes: Bank of Montreal Fund, Burlington WellnessFundforYouth,CreativeResultsforKidzFund, EricaandPatSmithFundforYouth,TheFoxcroftFamily Fund,GaryW.DeGrooteFundforChildrenandYouth, Halton Regional Chairman Children’s Fund, Hilda and Bill LineFundforYouth,JuniorLeagueCentennial EndowmentFundforYouth,TheHamlinFamilyFund, TheLeggatFamilyFundforYouth,PioneerPetroleum Children’s Foundation Fund, TD Canada Trust endowment FundforChildrenandYouth,TeresaReimerFundforYouth SarahandDonaldMunroMemorialFundSydneyRobisMemorialFundYouthOpportunityFund

BDO Burlington Community FundBette and Keith Munro Foundation Beverley and Walter Mulkewich Community Development FundBurlington Community Fund This fund includes: Diana and Murray Hogarth Family Foundation Fund, Dr. Wally and Mavis pieczonka Fund, EthelandRolyBirdFund,MarjorieandBillNelsonFund, Mayor’s Community Fund Dalton Timmis group Fund danceScapeEndowmentFundDewitte Family Fund ImpactFundEricaandPatSmithFamilyFundHaggerty/Durocher Fund Hogarth Family Foundation Fund LeggatFamilyFundMarsh Family Fund Mayor’s gala FundRandy and Denise Reeve Family FundReddon Family Fund Robert D. gould Foundation Fund SmithFamilyFundValleyFund

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page 12 | 2012 - 2013 annual report

Fund established Community use / Charitable Focus

JuniorLeagueofHamilton-Burlington (JLHB)Fund

June 2012

TheJLHBEndowmentFundprovidesopportunitiestosupportalocalorganizationthat has developed the potential of women, improved the community and promoted volunteerismformorethan75years.

ImpactFund 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 LegacyFund

august 2012

CreatedbyLoriandSteveKovalchekandnamedfortheirinspiringdaughter,thisdonoradvised term endowment fund supports programs which enhance the quality of life for children with special needs.

Halton Heroes Fund September2012

CreatedwithfundsraisedataninauguralgalaeventonSeptember21,2012,thisfundprovidesbridgefundingthatmaybeneededbyPoliceServicemembersandtheirfamilies in the event of injury or loss of life while on active duty.

YouthOpportunityFund

October 2012

Supportingsecondaryschoolgraduates,thisfundprovidessuccessfulapplicantswithcareer-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

November2012

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 relatingtoBCF’sVitalSignsReport.Thefundwasestablishedtosupportlocalcharities.

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

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. TheYMCAofHamilton/Burlington/Brantford’sRonEdwardsFamilyYwasselected 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.

ColleenMulholland(2ndfromright)acceptinga cheque for the Halton Heroes Fund.

KimKovalchekwithhermom,Lori. Maryanne,SteveandLoriKovalchek.

GRANTMAKINGINACTION-THEMAVISPIECzONKAMEMORIALFUND

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

2012 - 2013 annual report | page 13

our dediCAted Volunteers… helping to strengthen Burlington

giVing, leArning And mAking ConneCtions . . . the mAny rewArds of Volunteering

2012 - 2013 investment Committee (board led) phil Reddon, Chair and Board MemberTerry BedardTomLaubeKeith Munro paul Wendling

2012 - 2013 Grants Council (management led)LynnFergusonMarc HamelKim JenkinsonCindy McClureMaggie pencaAmySchnurrAlysonSweetlove

2012 - 2013 professional advisors in philanthropy Council (management led) SusanAllisonTrevor Hoodpatrick pittAlysonSweetloveJimSweetloveBrian Weatherdongreg WindleRob Wojtasik

2012 masquerade ball Committee (management led)Kimberly Calderbank-allingtonRoxanne FieldChristopher geeKatie HrycunDaphne JacquesCarolyn KirkhamSandyO’ReillyLizanneRoweGlendaShields

administrative Support Volunteers  Mayra CastilloRashaElSayedShehataBarb HindrichsJoannaIrivarrenTimLessardRyan MoffatSeanMorrisSusanWills

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

BornandraisedinBurlington,LizanneRowejoinedtheMasqueradeBallCommittee in 2010. While taking a career hiatus to raise her children, volunteeringhelpsLizannekeephermarketingandeventplanningskillscurrent. “Meeting the amazing group of volunteers on the committee has beenoneofthemostrewardingpartsoftheexperience.I’veformedlifelongfriendships with members of the committee. They make volunteering so muchfun!”Lizanneexplains,“I’vealsolearnedatremendousamountandhave been able to bring fresh ideas to the event, helping to create a fantastic Masquerade Ball each and every year.”

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

SoonafterrelocatingtoCanadafromMexicowithherhusbandandtwochildren,Mayraelibet Castillo pacheco decided to provide administrative support to BCF. Mayra shares, “IwasinspiredtovolunteerwithBCFtolearnmoreaboutCanadianculture.IalsowantedtomeetpeopleinmycommunityandimprovemyEnglishskills.Ihavealwaysenjoyed volunteering in Canada as well as in Mexico. The feeling that my contribution ishelpingsomeoneinneedisverysatisfying,nomatterhowbigorsmall.Italsosetsagood example for my kids.”

Mayra and family.

Lizanne(middle)withJenniferCampbell(left)andcommitteemember Carolyn Kirkham at the 2012 Masquerade Ball.

PAGE14 | 2012 - 2013 annual report

CongrAtulAting diAnA And murrAy hogArth – our 2013 philanthropists of the year

Together with three previous honourees, DougLeggat,KevinBradyandDonSmith, BCF senior management assessed many deserving 2013 nominations made by local communitymembers.Inrecognitionoftheirlong-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 andboardvolunteerwork.OnOctober26,2013,DianaandMurraywillbe recognized during BCF’s annual Masquerade Ball at the Burlington Convention Centre.

pArtners in philAnthropy…the mAsquerAde BAllour 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 SponsorGreat-WestLife,LondonLife,CanadaLife

platinum SponsorsCarriage gate HomesCrosswinds golf & Country ClubCogeco/TVCOGECOMolinaro groupPalettaInternationalCorporation

TDWaterhousePrivateClientServices

Gold SponsorsaMR HomesBDOBoehringerIngelheimBurlington postBurlington TaxiConnectCynthiazahorukArchitectInc.DeloitteDiscovery FordL-3WESCAMMohawk CollegeNewaltapioneer energyplay advertisingRBC Royal BankTaylorLeibow

Silver SponsorsBurlington economic Development CorporationBellBrady BenefitsBranthaven HomesBrian HansellC. Dawkins and associatesCIBCCovington Capital CorporationDanLawrieInsuranceBrokersLtd.Dodsworth and Brown/Burlington Memorial gardens

Dr. Wally pieczonkaJump-point King pavingKpMgLeggatAutoGroupManulifeSecuritiesMichaelO’SullivanSimpsonWigleLAWLLPSmartMedsPharmacySmith’sFuneralHomesSTANMECHTechnologiesInc.TimL.DobbieConsultingLtd.

setting A Course for the future

OnSeptember5,2013,BCFwillhostBurlington’sInvitationalGolfClassic-ahighlysuccessful fundraising event with a loyal following, previously known as the Mayor’s InvitationalGolfClassic.Helpingtodiversifyour organizational unrestricted funding base, the event will also strengthen our connections with local business leaders. Most importantly, fundsraisedbytheInvitationalGolfClassicwilldirectly 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.

media - BurlingtonPost,SNAPBurlingtonandCogeco/TVCOGECO

Venue - Burlington Convention Centre

production - SimplyStages,exclusiveproductionsupplier

Read about BCF’s Philanthropist of the Year Award and watch videos of past honourees at burlingtonfoundation.org/our-philanthropists

2012 - 2013 annual report | PAGE15

Establishedin1999asacentreforphilanthropy,BurlingtonCommunityFoundationisalocalknowledgebrokerandoneofthe 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,wearestrengtheningBurlingtonwithgiftsthatgiveforever.Visitburlingtonfoundation.org,follow@BurlingtonFDNor 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.

Follow@BurlingtonFDNonTwitter Keep connected on Facebook

Colleen mulholland President & CEO 905.639.0744x222 cmulholland@burlingtonfoundation.org

Sandra baker Director, Development & Community Engagement  905.639.0744x223 sbaker@burlingtonfoundation.org

laura pizzacalla Coordinator, Volunteer & Community Engagement 905.639.0744x221 lpizzacalla@burlingtonfoundation.org

roberta linton, CPA, CA Accountant 905.639.0744x224 rlinton@burlingtonfoundation.org

burlington Community Foundation 3380SouthServiceRoad Burlington,Ontario,L7N3J5|P:9056390744|info@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 proudmemberofImagineCanada.

strengthening Burlington with gifts thAt giVe foreVer

OurCharitableNumberis857812739RR0001

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