Posted by & filed under Advocacy, Announcement, Government Relations, Leadership/Management.

Originally posted February 20, 2018 on the Imagine Canada blog by Bruce MacDonald.

 

Dear Prime Minister:

I am writing on behalf of the charitable and nonprofit sector, at the mid-point of your government’s mandate, to share my thoughts on the progress that has – and has not – been made on several important mandate letter commitments. As Imagine Canada is the national umbrella for the sector, my comments focus on issues and commitments that affect the sector as a whole, as opposed to those that relate to the missions of particular organizations or subsectors.

Several mandate letters contain commitments of broad applicability to our sector, including the mandate letters issued to the Ministers of Employment, Labour and Workforce Development; Families, Children and Social Development; Finance; National Revenue; Innovation, Science and Economic Development; Justice; National Revenue; Public Services and Procurement; and the President of the Treasury Board. As many mandate letter commitments overlap, they are organized thematically below.

 

Legal and regulatory reform

The mandate letters to the Ministers of Finance, National Revenue, and Justice all made reference to modernizing the regulatory and legal frameworks that govern charities and nonprofits more broadly.

The process of legal and regulatory reform is important for many reasons. Limits on charities and nonprofits income-generating and investment activities have been identified as a potentially significant hurdle in implementing a social finance and social innovation agenda; organizations that want to participate as partners or funders may find themselves prevented from doing so. As another example, the rules on the ‘direction and control’ of charities’ resources reinforce an outdated, paternalistic approach to working with communities in Canada and abroad that is at odds with the government’s own approach to, for example, international development partnerships. The 17th century framework under which we operate needs to be re-examined in light of 21st century realities.

We were very encouraged that the mandate letters seemed to open the door for a conversation on fundamental and meaningful modernization. We were also very pleased when the Minister of National Revenue appointed an advisory panel to hold consultations on political activity and other regulatory issues charities might choose to raise. We strongly support the advisory panel’s recommendations pertaining both to political activity and broader legal and regulatory reform.

We are very concerned, however, that almost a year after the advisory panel reported to the Minister of National Revenue, there has been no formal response from your government to the recommendations specific to political activity, nor has there been any indication of a process to examine the broader modernization question. There is a real risk that the momentum and goodwill generated by the advisory panel process will be lost. We would welcome a clear indication as to when the government intends to respond to the advisory panel and move forward with its commitments in this area.

We note with great interest and enthusiasm that the Senate has voted to form a special committee with a mandate to study the effect of laws, regulations, and policies on charities and nonprofits, as well as the sector’s broader impact. We trust that a government response specific to political activity will be forthcoming before then, but we believe the Senate process will provide a forum to begin exploring some of the larger issues. We encourage the government to acknowledge the Senate’s undertaking and to indicate the government’s readiness to act where possible on recommendations made by the special committee.

 

Data

The Minister of Innovation, Science and Economic Development was asked to improve the quality of publicly available data.

As you may be aware, Statistics Canada no longer generates or disseminates data about the charitable and nonprofit sector as a whole. Previous data products, such as the National Survey of Nonprofit and Voluntary Organizations, and the Satellite Account of Nonprofit Institutions and Volunteering, gave us crucial information about the sector and its economic and employment impact. The most recent available data indicates charities and nonprofits generate more than 8 percent of GDP and employ two million Canadians. These data, however, are now more than a decade old.

We have been in discussions with Statistics Canada and the Minister’s office as to how this situation can be rectified. Canada was once a world leader in generating information and data about this sector and we hope it can be again. The commitments your government has made in the policy areas included in this letter make it imperative that we have current, good quality information about the sector. There appears to be recognition of the importance of this issue, but no urgency to find the resources required to collect the relevant data.

 

Grants and contributions

You asked the President of the Treasury Board to encourage departments to devote a fixed percentage of program funds to experimenting with new approaches to existing problems and measuring the impact of such efforts.

We are pleased that Treasury Board has provided flexibility for increased experimentation by departments. We hope departments will take advantage of this flexibility and that Treasury Board will collect and share information about how this policy has been put into action.

You also emphasized the importance of evaluation in asking the President of the Treasury Board to work towards a “strengthened culture of measurement, evaluation, and innovation in program and policy design and delivery.” There is a potential stumbling block here as impact evaluation and measurement are too often not treated as allowable costs in grant and contribution agreements. Furthermore, the overall administration of grants and contributions – which is too often short-term, focuses on outputs rather than outcomes, and risk-averse – limits the extent to which innovation can occur. We understand Treasury Board is reviewing its policies on transfer payments and we encourage your government to ensure that grants and contributions are administered in such a way that they encourage innovation.

 

Social Finance and Social Innovation

The Minister of Families, Children and Social Development, and Employment, Labour and Workforce Development were tasked with developing a Social Innovation and Social Finance strategy. The Minister of National Revenue was also asked to assist in this process.

We are pleased a Social Innovation and Social Finance Steering Group, supported by Employment and Social Development Canada, was appointed last summer and has undertaken a consultation process. Although we recognize that several Steering Group members have an understanding of the charitable and nonprofit sector, we are disappointed the sector is not directly represented in the membership of the Steering Group. Nevertheless, Imagine Canada submitted a brief and recommendations to the Steering Group and participated in consultation sessions, and we know other charities and nonprofits have also done so.

We understand the Steering Group will likely report this summer and we look forward to seeing its recommendations. We trust that the government will give serious thought as to how it can properly invest in and resource the Strategy in order to stimulate innovation within the sector. We believe that a whole-of-government approach will likely be required.

 

Procurement

The Minister of Public Services and Procurement was mandated with modernizing the federal procurement system in such a way as to help achieve a number of government priorities, including social procurement.

We are pleased Public Services and Procurement Canada has begun to consult on how social procurement might be embedded in a range of government procurement activities. While it is still early in the process, we hope significant progress can be made towards this goal.

We are also hopeful Bill C-344 will be adopted. Where they have been used, community benefit agreements have proven an effective way of achieving multiple benefits through public expenditure without increasing procurement costs.

 

Youth employment

The Minister of Employment, Labour and Workforce Development was mandated to “[i]ncrease the number of good quality, permanent jobs for younger workers,” in part by increasing investment in the Youth Employment Strategy and improving its impact.

Charities and nonprofits are significant employers of young Canadians. Any reforms to the government’s youth employment initiatives will, we hope, recognize this fact and ensure charities and nonprofits are not disadvantaged. We are very pleased the Expert Panel on Youth Employment recognized that charities and nonprofits should be part of any program or policy design – not just from the perspective of providing services to youth, but from the perspective of being major employers of youth. Members of Imagine Canada’s policy working group on youth employment in the sector have been asked to participate in consultations with the Minister of Employment, Labour and Workforce Development. We hope this marks a commitment to seeking input from all sectors as economic and employment policies are considered.

We are all dedicated to strengthening the economic and social prospects of the communities we serve. Charities and nonprofits are eager to continue working with you and your government to improve the framework under which we operate so that we can build on our existing impact and contribution.

 

We appreciate your consideration of the issues raised here, and look forward to hearing your thoughts.

 

Yours truly,

Bruce MacDonald

President & CEO
Imagine Canada

 

Posted by & filed under Fundraising.

As I bounce back from vacation and start preparing for the year ahead, I’m struck by the changing environment the fundraiser of today faces. While each organization is different and a lot of the fundraising fundamentals still hold true, a review of the trends can give today’s fundraiser something to ponder and bring back to their organization. Here are three such trends that I’ve been chewing over lately.

While story telling is as old as fundraising, it’s the way we tell stories that now keeps fundraisers on our toes. In 2018, as technology gets both cheaper and easier to use, the best story tellers will be live streaming, blogging, and using virtual reality. One of the most powerful ways to connect to a donor is to get them “into the field” to see the work first hand. While this may be easier to do when building a hospital wing in a donor’s home town, it is possible to create a powerful experience for a donor who you can’t get there in person. Take at look at Clouds Over Sidra, a short virtual reality documentary following a 12-year-old Syrian refugee (you can view it here: https://with.in/watch/clouds-over-sidra/). This incredible VR experience raised 70% more than expected at $3.8 billion. While this size and scale may be out of reach for most organizations, this technology is not.

The second trend that I find fascinating is collaborative fundraising. With trust in our sector continuing to wane, and the cost to attract a new donor higher than ever, perhaps it is time to consider working with other organizations. Benefits include cost savings, broader reach, and increased credibility. While the challenges are real, and it may take creative and potentially difficult conversations to get started, the possibilities are huge. Check out this series on the subject: https://ssir.org/advancing_the_art_of_collaboration

Finally, innovation in the sector, whether we like it or not, is having an impact on our donors, our organizations, and our fundraising. Donors are wealthier, younger, and more sophisticated. This new group of donors is looking for new solutions – including innovation and creativity in how their money is used and invested  We have to rise to the challenge and meet our donors where they are. Some may view this trend as a threat to our sector, a sector which has operated in a largely transactional way with our donors giving them few opportunities to participate in our charitable work. I, however, think it can be a real opportunity.  With donors looking to deploy not only their philanthropic dollars but also their invested dollars, as well as seeking a deeper connection to their philanthropic work, organizations will have to be nimble, invest in building our own sophistication, and be able to partner strategically.

I’m excited to be reviewing the innovations in our sector and seeing which ones fit for the work I’m doing. I encourage all fundraisers out there to do the same.

 

About the Author

Elissa Beckett, MBA, CFRE, builds philanthropic solutions for donors at Tides Canada and is an instructor at Ryerson University where she teaches Entrepreneurial Fundraising, a course that looks a partnerships, trends, and entrepreneurialism in the non-profit sector. The course is offered in class and online through Ryerson’s Chang School of Continuing Education.

Connect with Elissa on LinkedIn

 

Posted by & filed under Announcement, Board of Directors, Leadership/Management.

January 2, 2018

AFP sends its warm congratulations to the members who were recently approved by the membership to serve on the 2018 AFP Canada Board of Directors.

In a recent AFP Canadian member vote, the Board slate was approved with 94.4% saying yes, 1.47% saying no and 4.13% abstaining.  Almost eight percent of the full Canadian membership participated in the vote.

“2018 will be a critical year for the AFP Canada Board, which is only just nine months old,” said Mike Geiger, president and CEO of AFP. “The Board’s second year will be focused on strategic planning, as well as identification of key issues and areas that are critical to our Canadian members. It’s an ambitious agenda, but one that I know our talented Board members can fulfill.”

Scott Decksheimer, CFRE, will continue to chair the board in 2018. “Great leaders have stepped forward to develop AFP Canada both last year and now, again, this year.  This member vote ensures that each brings a critical voice to help set us on a path as a voice for Canada.”

Here is the 2018 AFP Canada Board:

Dana Ades-Landy, CEO, Heart & Stroke Foundation, Montreal, QB.

Roger Ali, CFRE, Chair, AFP Foundation for Philanthropy – Canada, President & CEO, Niagara Health Foundation, St. Catherines, ON.

Paula Attfield, Chair-Elect, President, Stephen Thomas Ltd., Toronto, ON.

Daniel Brunette, Director, Development and Donor Services, The Community Foundation of Ottawa, Ottawa, ON.

Ms. Tracey A Comeau, CFRE, MA, CEO, QEH Foundation, Charlottetown, P.E.I.

Scott Decksheimer, CFRE, Chair, President & CEO, Vitreo Group, Calgary, AB.

Leah Eustace, ACFRE, Founder & Chief Problem Solver, Blue Canoe Philanthropy, Ottawa, ON.

Mike Geiger, CPA, MBA, President and CEO, Association of Fundraising Professionals, Arlington, Va.

Ann Hale, CFRE, Chair, AFP International Chair, Chief Development Officer, Anchorage Museum, Anchorage, Alaska

Jennifer Johnstone, President & CEO, Central City Foundation, Vancouver, B.C.

Ken Mayhew, President & CEO, William Osler Health System Foundation, Brampton, ON.

Pamela G. Simmons, Owner, Coreniche Consulting, Winnipeg, MB.

Dino Constantinos Sophocleous, CFRE, President & CEO, Hospitals of Regina Foundation, Regina, SK.

Wayne Steer, Secretary, Director of Fund Development, Fresh Start Recovery Centre, Calgary, AB.

Karen Willson, ACFRE, Treasurer, Senior Vice President, KCI (Ketchum Canada Inc.), Toronto, ON.

Mr. Adam Zawadiuk, CFRE, Manager, Fund Development, YMCA of Northern Alberta, Edmonton, AB.

Posted by & filed under Announcement.

With all this change, there’s no better time for another D3! Mark your calendars for February 13, 2018 when Canada’s charity leaders will join together for another great day of debate, debunk and delight.

We don’t get a chance to meet together as often as we’d like and I encourage you to join me, and the best lineup of speakers we’ve ever had to think, discuss and reconnect.

REGISTER TODAY

 

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Posted by & filed under Announcement.

December 12, 2017

The AFP Foundation for Philanthropy – Canada is pleased to announce it has received a grant of $96,160 from the Minister of Canadian Heritage under its Multiculturalism Program to expand the Fellowship in Inclusion and Philanthropy Program across Canada in 2018.

The Fellowship in Inclusion and Philanthropy is a one-year program targeting under-represented groups in the fundraising profession.  The program will train diverse fundraisers from across Canada to promote intercultural understanding of diverse philanthropic practices to increase engagement with the communities they serve.

Roger Ali, CFRE, Chair of the AFP Foundation for Philanthropy – Canada shared that, “This grant will allow the Foundation to expand our successful Fellowship program which began in Ontario with 61 Fellows graduating over two years, into a national program for all of Canada.”

The one-year Program includes:

  • Education in ethical fundraising and specialized training in diversity and inclusion through  conferences/courses and webinars
  • One-on-one mentorship with a seasoned fundraising/non-profit/diversity executive
  • Fellow and Alumni networking based on collaborative learning in-person and online

More information about how to apply for the Fellowship will be forthcoming in the near future.

“The Foundation has made diversity and inclusion a strategic priority and this grant will provide important resources to make that happen,” said Mike Geiger, president and CEO of AFP. “The Fellowship was such a fantastic program, and to be able to offer it across the country is critical for the future of our profession.”

There has been growing concern within the sector that fundraising and organizational leadership needs greater diversity and is lacking inclusive leadership.  Enhancing diversity better reflects the demographic and ethno-centric composition of Canada, especially those who voluntarily support and/or receive service from Canada’s charitable organizations and nonprofits.  It also expands best practices in inclusion training, allows career paths to be strategically developed for people from a wide-range of backgrounds, and increases intercultural understanding and awareness of the benefits of diversity for the social, economic and civic life in Canada.

The Fellows will represent ethno-cultural, racial, religious and immigrant groups, aboriginal peoples, women, youth, people with disabilities, francophone and lesbian, gay, bisexual and transgender (LGBTQ2) populations.  These fellows will be poised to become the sector’s future leaders and thereby help to disseminate their knowledge and practices across local communities.

For more information about the Fellowship in Inclusion and Philanthropy program go to www.afpinclusivegiving.ca

Article originally posted on AFP IHQ

Posted by & filed under Congress.

Through the generousity of the AFP Foundation of Philanthropy – Canada and Vitreo, this AFP Congress session can be presented here. Listen to AFP Congress 2017 Session, R-04: The Disrupters’ Panel – Breaking Barriers, Smashing Ceilings and Changing Minds through Effective Leadership with Sharon Avery, Peter Dinsdale, Sandra Hawken, Caroline Riseboro, and Jill Zelmanovits.


Special thanks to the webcast sponsors:

Posted by & filed under Announcement.

(Arlington, VA) The Association of Fundraising Professionals (AFP) has bestowed the Barbara Marion Award for Outstanding Leadership to AFP, the association’s highest volunteer and leadership recognition, to James (Jim) Allen of Toronto, Ontario.

Allen, currently philanthropy officer for The Living City Foundation, has been in fundraising since 1970 and has been a member of AFP since 1980, serving in a variety of leadership positions and remaining a staunch champion for continuing education, certification and research.

AFP is the largest association of fundraisers in the world, and the award is named for Barbara Marion, ACFRE, the first woman to chair both AFP and the AFP Foundation for Philanthropy boards of directors. The Barbara Marion Award is given to a leader in the fundraising profession who has worked on the local, regional, national and international levels of AFP to help build, advance and promote the association and the fundraising profession.

Allen has been involved in the formation of two AFP chapters, serving as a founding board member of both the Greater Cleveland Chapter in 1980 (where he served as president from 1982-1984) and then the Greater Toronto Chapter in 1994 (where he served as secretary), now the largest AFP chapter in the world with over 1,200 members. He served on the board of AFP (then known as the National Society of Fund Raising Executives) from 1980 – 1984, as well as in 2011.

Allen was one of the first fundraisers in the world to receive the Certified Fund Raising Executive (CFRE) credential as part of the inaugural class in 1981. He was recognized in 2006 as just one of 22 fundraisers to maintain their certification for the first 25 years of the credential’s existence. He later earned his Advanced Certified Fund Raising Executive (ACFRE) credential in 2004, just the fourth Canadian and one of 100 fundraisers around the world to possess that credential.

Allen served on the ACFRE Board from 2009 – 2012, including one year as chair in 2011. He currently leads the ACFRE Mentor Committee, and in an informal capacity continues to serve as a mentor to numerous aspiring ACFRE candidates.

“Barbara Marion was a professional colleague whom I greatly admired and respected,” said Allen. “She was a true pioneer in the history of NSFRE and AFP, and I am humbled and honored to receive this award in her memory.”

Allen was instrumental in the development of the Greater Toronto Chapter’s Fundraising Day and Fundraising Congress, having co-chaired the first two Fundraising Day Committees in the mid-1990s, and served on the Congress Committee for several years when it was first created.

Allen has always been committed to giving back to the profession, both through mentoring and through giving to the AFP Foundation for Philanthropy – Canada. He has been a Leadership Society member of the Foundation for several years. He has served on the AFP Canada Foundation Board and the Foundation’s Major Gifts Committee, as well as led the Greater Toronto’s Every Member Campaign in 2013and 2014, increasing gifts by 25 percent.

“Jim has been a true pioneer for the profession and has made such an extraordinary, long-lasting impact on AFP—internationally, across Canada and in the chapters where he has served,” said Ann Hale, CFRE, chair of AFP. “He’s been one of the greatest advocates for certification and continuing education, and all of us at AFP are so excited to be able to recognize him with the Barbara Marion Award.”

Allen will receive his award during AFP’s 2018 International Fundraising Conference in New Orleans, La., April 15 – 17.

* * *

Since 1960, the Association of Fundraising Professionals (AFP) has been the standard bearer for professionalism in fundraising. The association works to advance effective and ethical philanthropy by providing advocacy, research, education, mentoring, collaboration and technology opportunities for the world’s largest network of professional fundraisers. AFP’s 33,000 members raise more than $100 billion annually for a wide variety of charitable organizations and causes across the globe. For more information, go to www.afpnet.org.

Posted by & filed under Announcement.

Each year, the AFP International Conference on Fundraising brings together nearly 3,000 fundraising professionals from around the globe. These professionals come to attend educational workshops, discuss emerging issues, explore the latest technology, and exchange ideas about ethical fundraising, nonprofit management, and volunteerism. The International Conference focuses on a broad range of topics on philanthropy and offers educational programs for all levels of experience and all areas of fundraising.

The International Chamberlain Scholarship Program, sponsored by the AFP Foundation for Philanthropy, has been specifically created to help individuals serving nonprofit organizations develop their knowledge and skill in fundraising.

The Scholarship, valued at $1,500.00 is intended to cover the registration fee to attend the Conference plus limited travel expenses. A cheque in the amount of $1,000.00 will be sent to the scholarship recipient from the AFP Greater Toronto Chapter. The AFP Foundation of Philanthropy will pay the $500 balance directly to the International Conference for the recipient’s registration to attend the Conference.

Chamberlain scholar recipients are responsible for registering themselves for the Conference and for making all travel and hotel arrangements using the Chamberlain Scholarship Registration Form that will be provided to them by AFP International Headquarters. All Chamberlain Scholars qualify to register at the $10.00 rate at any time prior to the conference.

APPLICATION CRITERIA

(a) Candidate is a member in good standing of the AFP Greater Toronto Chapter

(b) Candidate has at least 5 years of full time experience as a professional fundraiser

(c) Candidate is employed as a fundraising professional OR if candidate is an executive director, 20% of their time must be devoted to fundraising OR if candidate is a consultant, 50% of their time must be conducted on behalf of other organizations to fundraise

(d) Candidate must agree to complete an evaluation report at the conclusion of the Conference

(e) Have never attended an AFP international conference

The conference is held in New Orleans, LA – April 15 -17, 2018

Please submit the completed APPLICATION FORM by email only to Cynthia Quigley at cquigley@afptoronto.org by Wednesday, October 25, 2017.

If you have any questions, please call Cynthia Quigley, Director, AFP Canadian Services & Greater Toronto Chapter at (416) 941-9212.