Toronto is a city of great wealth, but also one with a growing divide between those who benefit from wealth and those who live with financial insecurity. The Toronto Foundation saw this as a unique opportunity. In 2017, Toronto Foundation launched its innovative Vision 2020 Program, a new pilot project that brings together 100+ young Torontonians to develop the next generation of philanthropy. This exciting program takes participants on a learning journey, where they will explore issues and trends around philanthropy, learn more about organizations working in the city, work with local leaders to generate solutions and engage in a collective grant-making process. After two years, a new cohort of millennial and gen-x philanthropists will ‘graduate’ with the knowledge, experience, and tools to create an effective philanthropic strategy of their own, with their own Permanent Donor Advised Fund. This session will describe this project’s development from the initial idea to the successful result. Delegates will learn about the strategy behind Vision 2020’s success and how they can make their own disruptive ideas a reality.

Learning Outcomes:

1. Build trust and a business case internally to try something new

2. Successfully build a program that engages millennials and Gen X

3. Develop a strategy for an innovative program

Speakers
Teresa Catalano

Development Associate, Corporate & Foundation Relations

University of Toronto

Teresa Catalano was born and raised in northwest Toronto to immigrant parents. She is passionate about advancing the lives of Canadians and building strong communities. Teresa has built her career in the not-for-profit sector: supporting the arts, social service, education, and health care. She currently supports strategy and fundraising at the University of Toronto as a member of the Corporate and Foundation Relations team. Teresa recently ended a five-year term as a GenNext Cabinet Member of United Way Greater Toronto where she was instrumental at raising the profile of the program, which has led to hugely successful program initiatives and audience growth. Teresa’s community leadership efforts have not gone unnoticed; she was recently awarded the Ontario Volunteer Service Award for her commitment and dedication to community. Teresa is currently a volunteer with the Ontario Trillium Foundation and is completing the Corporate Social Responsibility, Graduate Certificate at The University of St. Michael’s College in the University of Toronto.

Aneil Gokhale

Director, Philanthropy

Toronto Foundation

Aneil Gokhale is a passionate, dynamic, and goal-oriented professional with over 15 years of successful experience. He is currently Director, Philanthropy at Toronto Foundation where he is responsible for the development and management of the new business portfolio. His role is focused on helping individuals, families, professional advisors, companies and other organizations engage in strategic philanthropy. Most recently, Aneil spearheaded the successful creation and launch of Vision 2020, a new program developed to attract and inspire the next generation of philanthropists. Vision 2020 has successfully engaged 115 millennials and gen xers to create permanent endowments to support city building philanthropy.

Aneil has been with Toronto Foundation for 6 years and before that, he worked at United Way Toronto for 5 years and in the private sector, with GE Healthcare in Medical Sales for 4 years.

Aneil is the Co-Chair of the Membership and Professional Advisors committee with the local CAGP GTA Roundtable and has also been a mentor with CAGP, AFP Inclusive Giving and TRIEC. In his personal life, Aneil is a husband and father of two young children who loves spending quality family time exploring every corner of Toronto and cheering on his beloved Blue Jays.

Serena Hak

Associate Director, Canada at the Donor Motivation Program

Donor Motivation Program

Serena started her philanthropic journey at Free The Children in 2009, and has since become an Associate at Stonegate Private Counsel and a Managing Partner of The Donor Motivation Program® Canada.  The Donor Motivation Program® is a national organization committed to engaging donors in the philanthropic conversation. She is passionate about breaking down the barriers between the for-profit and non-profit sectors. Through her current role as CAGP (Canadian Association of Gift Planners) Greater Toronto Area Chair, she hopes to set an example of a collaboration and innovation, in order to foster new ideas and partnerships. She is also involved with The Toronto Foundation as a Vision 20/20 Participant, and The Stop Community Food Centre. Outside of work, she loves trotting around Toronto with her beagle, Bogart

David O'Leary

Director of Impact Investing

World Vision Canada

In cliché fashion, David’s life was transformed after a trip to Africa. His ensuing soul searching led him to quit his Bay Street career on a quest to effect positive change. Currently there are three levers David is pulling to effect change. As Director of Impact Investing at World Vision Canada he is mobilizing capital to help the world’s most vulnerable people. He also founded Kind Wealth, a social enterprise with a mission to empower Canadians to take control of their money so they can live life on their own terms.

David has lived, worked, and volunteered at various times throughout Africa. One of his proudest accomplishments is founding and running Grassroots Youth Development while living in South Africa. David is a frequent speaker at conferences and in the media. David spent 13 years as Director of Manager Research with Morningstar; a global investment data & research provider. David holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business, and holds the Chartered Financial Analyst (CFA) designation.