PRESENTERS

Cathy oversees the Research Program, the Standards

Program and many operational areas at Imagine

Canada. Cathy holds a PhD in political science from

York University and was a faculty member at Wilfrid

Laurier University for several years prior to joining

Imagine Canada.

CATHY BARR, PHD Senior Vice-President

KAREN ALEBON Manager, Ethical Code Program

Karen works extensively on Imagine Canada’s Ethical Code

and Standards Program. Karen has worked in the nonprofit

sector for over ten years. She has an Honours Bachelor of

Arts from the University of Toronto.

WHY TRANSPARENCY AND IMPACT MATTER

Donor and funders want to know that the money they contribute is making a difference.

They want information about: • what you are doing

• why you are doing it

• who you are doing it for

• how much it costs

• how you raise that money

• how much that costs

• what the result of your work is (i.e. how are things different because of what you do).

WHAT DO DONORS WANT TO KNOW?

What do Canadians think about charities and what do they want from them?

Talking About Charities is a survey that has been conducted 5 times since 2000. 2013 version surveyed almost 4,000 adults.

Trust in charities & other institutions

53%

54%

44%

43%

36%

36%

35%

28%

25%

13%

10%

9%

8%

5%

0% 25% 50% 75% 100%

Small business

Charities

Local government

Media

Federal government

Provincial government

Major corporations

Some A lot

Trust in specific types of charities

33%

41%

41%

54%

44%

48%

43%

44%

35%

41%

40%

33%

53%

41%

40%

25%

34%

24%

29%

23%

24%

19%

10%

8%

0% 25% 50% 75% 100%

Hospitals

Children

Health

Charities

Education

Social services

Animals

Evironment

Places of worship

Arts

International

Other religious

Some A lot

Opinions about charities

41%

51%

50%

32%

9%

23%

0% 25% 50% 75% 100%

Amounts charities ask people to give areappropriate

Very good at spending money wisely

Spend too much on salaries andadministration

Somewhat agree Strongly agree

Opinions about fundraising

70%

68%

52%

34%

0% 25% 50% 75% 100%

Spend too much on

fundraising

Too many charities seeking

donations for same cause

Generally honest about way

they use donations

Only ask for money when

really need it

Source: Talking About Charities 2013, The Muttart Foundation

98 98 97 95

53

26 21

36

0

20

40

60

80

100

Programs & services Use of donations Fundraising costs Impact of work

Importance (very & somewhat) of having information vs. charities' performance (excellent & good) in providing it

Importance Performance

Source: Talking About Charities 2013, The Muttart Foundation

People want more information

DEMONSTRATING TRANSPARENCY

Examples

Source: Plan Canada

Plan Canada: Sharing Key Policies

Key features: 1) number

of policies

2) types of policies available

http://plancanada.ca/Accountability

Source: World Vision Canada

World Vision Canada: Executive Compensation

Provides context to: • Attracting

talent • Competitive

wages • Comparison

to other sectors

• Review process

http://www.worldvision.ca/ABOUTUS/Pages/Executive-Compensation.aspx

Source: Heart and Stroke Foundation of Canada

HSF of Canada: Cost of Fundraising

http://www.heartandstroke.com/site/c.ikIQLcMWJtE/b.8716195/k.5CE0/Where_your_dollars_go.htmhttp://www.heartandstroke.com/site/c.ikIQLcMWJtE/b.8716195/k.5CE0/Where_your_dollars_go.htmhttp://www.heartandstroke.com/site/c.ikIQLcMWJtE/b.8716195/k.5CE0/Where_your_dollars_go.htmhttp://www.heartandstroke.com/site/c.ikIQLcMWJtE/b.8716195/k.5CE0/Where_your_dollars_go.htmhttp://www.heartandstroke.com/site/c.ikIQLcMWJtE/b.8716195/k.5CE0/Where_your_dollars_go.htm

Source: March of Dimes Canada

March of Dimes Canada: Strategic Plan

The plan contains programmatic descriptions, where they want to develop, and financial information.

http://www.marchofdimes.ca/EN/AboutUs/pubs/oar/Documents/MODC_Annual_Report_2012-2013_(EN)w.pdfhttp://www.marchofdimes.ca/EN/AboutUs/pubs/oar/Documents/MODC_Annual_Report_2012-2013_(EN)w.pdf

Source: YOUCAN

YOUCAN: Annual Report/Risk Management

http://www.youcan.ca/national/images/annual report final draft.pdf

Source: Framework Foundation

Framework Foundation: Overall Transparency

http://publish.smartsheet.com/a909b4608e174c3f80ee0e120b9686f5

Imagine Canada Standards Program: Transparency Requirements Accredited organizations are required to make the following information available on their website:

– Most recent three years of annual reports

– Most recent three years of full financial statements

– Names of all board members – Registration number (BN)

assigned by CRA – The public portion of their

most recent T3010 or a direct link to it (including the compensation information reported to CRA)

(Standards B10 and B11)

Accredited organizations must also disclose in their financial statements details of the purpose or amount of any payment for products or services to board members or companies in which a board member is an owner, partner or senior partner. (Standard B12)

Each tab provides information on each area as reported to CRA from T3010 returns.

Summary

Considerations

– Who are your stakeholders and what kinds of information are they most interested in?

– How can you present the information in an accessible and understandable way?

Context

– Provide more than just numbers – sharing contextual information about your organization can help stakeholders understand your organization.

REPORTING ON IMPACT

A New Focus for Foundations: Impact

• From outcomes to impact evaluation.

• Evaluation as a core part of the granting process.

• Project-driven relationships and engagement from the foundation funder.

• Difference from individuals – willing to fund innovative or developmental projects.

The J.W. McConnell Family Foundation directs its grants to a limited number of initiatives relating to four major challenges. We seek to deepen the impact of our philanthropy through better understanding of complex issues; through the learning and adaptation that arise from working with strategic intent; and through the building of strong relationships.

Source: Kids Help Phone – 2012 Impact Report

Kids Help Phone: Outputs

http://org.kidshelpphone.ca/media/83992/impactreport2012en.pdfhttp://org.kidshelpphone.ca/media/83992/impactreport2012en.pdfhttp://org.kidshelpphone.ca/media/83992/impactreport2012en.pdfhttp://org.kidshelpphone.ca/media/83992/impactreport2012en.pdf

Source: Kids Help Phone – Proof Positive

Kids Help Phone: Outcomes

http://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdf

Source: Kids Help Phone – Proof Positive

Kids Help Phone: Impact

http://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdfhttp://kidshelpdev.org/khp-org/proofpositive/en/documents/khp-proofpositive-highlights.pdf

Source: BCG Assessment of Pathways to Education

Pathways to Education: Impact

http://www.pathwaystoeducation.ca/sites/default/files/pdf/BCG Assessment of Pathways (February 2011).pdfhttp://www.pathwaystoeducation.ca/sites/default/files/pdf/BCG Assessment of Pathways (February 2011).pdf

Source: Big Brothers Big Sisters of Canada, Mentoring Works

Big Brothers Big Sisters of Canada: Impact

http://www.bigbrothersbigsistersfoundation.ca/en/Home/mentoringworks/ImpactYouth.aspxhttp://www.bigbrothersbigsistersfoundation.ca/en/Home/mentoringworks/ImpactYouth.aspxhttp://www.bigbrothersbigsistersfoundation.ca/en/Home/mentoringworks/ImpactYouth.aspx

Source: Sarnia-Lambton Rebound

Sarnia-Lambton Rebound: Evaluation

http://www.reboundonline.com/Home.htmlhttp://www.reboundonline.com/Home.htmlhttp://www.reboundonline.com/Home.htmlhttp://www.reboundonline.com/Home.html

Summary

• Canadian donors care about what you are doing and want to know more about it.

• Funders want to know that the dollars they invest will make a difference.

• Transparency: Share what you can. Policies, planning, financials and context are most requested.

• Impact measurement is a long process, but starting and sharing information along the way will make a difference.

Standards Resources on Sector Source http://sectorsource.ca/standards/standards-resources