Lake Simcoe Conservation Foundation Your Foundation Update Documents/board/LSCF... · Lake Simcoe...
Transcript of Lake Simcoe Conservation Foundation Your Foundation Update Documents/board/LSCF... · Lake Simcoe...
Lake Simcoe Conservation Foundation
120 Bayview Parkway, Newmarket, ON L3Y 4X1 Tel: 905.895.1281 • Fax: 905.853.5881 • 1.800.465.0437 Web site: www.LakeSimcoeFoundation.ca
Your Foundation Update
LSRCA Board of Directors June 23, 2017
LSCF Vision Our Vision
We envision a cleaner, healthier Lake Simcoe
watershed that will inspire, motivate and
enrich us all
LSCF Mission
Our Mission We raise money to support a cleaner and healthier Lake Simcoe watershed through the funding of specific projects of the Lake Simcoe Region Conservation Authority
LSCF Vision Objectives: We will support initiatives that
1. Improve water quality and fish habitat in Lake Simcoe, its rivers and streams
2. Reduce invasive aquatic plant growth in Lake Simcoe, its rivers and streams
3. Provide environmental education to Lake Simcoe watershed residents
4. Protect, restore and enhance our green spaces and wetlands
5. Develop partnerships that promote Lake Simcoe watershed science, education and public awareness
LSCF Board of Directors
Debbi Conzelmann, President
Steve Schaefer, Vice President
Ron Craig, Sec / Treas
Brad Rogers, Past President
Debby Beatty
Steve Chenier
Geoff Dawe
Richard Simpson
Lee Ann Waterman Marvin Geist
John Dale
Mike Walters and Cheryl Taylor provide executive staff support and direction but are not members of the Foundation Board
LSCF Staff
LSCF Board of Directors
Cheryl Taylor Executive Director
Judy Milner Development Officer
Lee Hanson Annual Fund Coordinator
Mike Walters LSRCA CAO
LSCF is accredited in the distinguished Imagine Canada accreditation after demonstrating the highest standards for public confidence in the non-profit sector
How We Receive Donations
Corporate Giving
Inspiring Greener
Communities Program
(26%)
Tree Memorial Program
Lake Simcoe
Marina’s Program
Conservation Day Program
Individual Giving
Tributes
Foundation Family
Events Grants
LSRCA Staff and Board LSCF Staff and Board
Major Gifts: Leadership
Circle
E.g.: RFCPP, GLGCF, Schad Foundation, McCutcheon Foundation Helen McCrea Peacock Foundation
Direct Mail
Program
LSCF Donations
LSRCA Programs and
Projects
75% - 100%
17% of 2016
revenue
32% of 2016
revenue
30% of 2016
revenue
21% of 2016 revenue
Conservation Dinner (28%)
Franklin Fishing
Polar Dip L.S. Socials
Scanlon Events
2016 Donations (audited final)
Trending
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
2013 2014 2015 2016
GoalActual
2016 Financials
Revenue: $728,032
32%
17% 21%
30%
Where Did It Come From?
Events Grants Individuals Corporate
21%
71%
8% Where Did It Go?
Education Restoration and Protection
Science & Research
Transfers to the Authority for priority environmental programs and projects:
$420,940 Expenses: $258,020 Thanks for LSRCA support 2016 audited financial statements are available at www.lakesimcoefoundation.ca
Interesting Facts
$858 is the average gift size (2015: $814)
520 Donors have 759 gifts
(2015: 882)
On-line giving is still ¼ of all gifts
Good mix of stakeholders
2016-2015 # Donors
2016-2015
%
2015-2014 # Donors
2015-2014 %
Donors 520 NA 607 NA New 156 18 257 23 Recaptured 99 11 72 6 Upgrade 78 9 117 10 Same 114 13 94 8 Downgrade 73 8 67 6 Lapsed Other
214 24 195 17
Lapsed New 128 14 282 26
“Beyond the Cash”
Top 5 Donors = 25% of revenue
Top 10 Donors = 40% of revenue
$1,000+ Donors = 87% of revenue
2016 % of total
gifts
2015 % value of
total gifts
January - March (Q1)
26% 16%
April - June (Q2) 29% 30%
July – September (Q3)
9% 29%
October – December (Q4)
36% 25%
When Did They Give?
Thanks to our Foundation Family Giving!
(tax receipted) LSCF Board: 91% - the highest ever! LSCF Staff : 100% LSRCA staff: 25% LSRCA Board: 44% - the highest ever!
Who Are Our Top 2016 Donors?
48%
34%
5% 4% 2% 1%
6%
Percentage of Donors GTAYork RegionSimcoe CountyOther: Rest of OntarioDurham / Peel / Halton RegionOut of ProvinceUnknown
Where Does Donor Revenue Come From?
64%
32%
3% 1%
Where are L.S. Watershed Donors From?
York (excl R.H. /Mkm / Vgn)
Simcoe
Durham
City ofKawartha Lakes
Did You Know? Only about 25% of revenue comes from Lake Simcoe
watershed Donors.
82% of revenue is from the GTA or York Region.
GTA: Concord, Don Mills, Downsview, Etobicoke, North York, Scarborough, Toronto, Willowdale
14%
2%
4% 3%
2% 2%
73%
Percentage of Y.R. Donor Revenue
Newmarket
Aurora
E.G.
Georgina
King
WhitchurchStouffville
R.H / Vaughan /Markham
Where Does York Region Donor Revenue Come From?
York Region: almost ¾ of donor revenue comes from outside the Lake Simcoe watershed – Richmond Hill, Markham and Vaughan
2016 LSCF Supported Programs and Projects 16 Programs/Projects Supported Some Highlights:
• Arrival of the Hexagenia on Lake Simcoe - October • Helping animals cross our roads safely • Kid’s Education:
• Specialist High Skills Environmental Major (SHSM) Program
• Aquatic Plants Program
2016 LSCF Supported Programs and Projects
16 Programs/Projects Supported Some Highlights: • Outreach Instructor: Cassandra Connell • Aquatic Plants: more schools, classrooms and
plants!
2016 LSCF Funded Programs and Projects
16 Programs/Projects Supported Some Highlights:
• 4 School Yard Naturalization Projects:
Barrie (2), Newmarket and Uxbridge • Beaver River Wetlands Trail:
8 km added from Sunderland to Cannington
Charitable
Donors: • Giving to fewer causes • Oldest donors support twice the number of causes as younger ones • Change in personal financial situation cause of changes in giving • Biggest opportunity: regular Donors! – but many charities seem to be “failing” to offer
them a compelling reason to make a more substantial commitment • Direct Mail most common way donors transacted - but is decreasing Social Media: • More people are following charities on SM than ever before • Why? Same reason at profit sector - updates are relevant, timeless and refreshing content,
great images • SM is better at engagement than giving but giving influence is increasing • Website: Donors want evidence-based information quickly and easily. Volunteering: • “to give back” is strongest motivation BUT age is a factor • Younger donors: personal and work experience, older: charities reputation and opinions
valued
By: Burk Donor Survey / Cygnus Applied Research
2017 Halfway Over Already?
Fundraising: Polar Dip Conservation Days – TS Tech and RBC so far 2 Lake Simcoe Socials Potential for a New Capital Campaign New
Nature Centre IGC Program: About 900 Welcome Home
Bags are being delivered to at least 6 new watershed developments
Governance: New Board Executive Orientation 2016 - 2020Strategic Plan Implementation Risk Assessment Plan – Identify / Mitigate
(eliminate, avoid, manage)/ Monitor
29th Annual Conservation Dinner Wednesday June 7th
Almost $200,000 Raised! Thanks to all our Sponsors, Attendees and Volunteers
• 360 attendees • Most profitable event to date : $140,930 • Sponsorship and table/ticket sales: $165,800 • 40 Sponsors • 29 Elected Officials – 10 from Authority/Fdn Boards • Still some silent auction items to sell - $ • 5 year trends:
• Revenue increasing from $139K to $196K • Profit increasing from $93K to $141K
• Suggestions for 2018, let us know?
Check out the one page thank you Ad in Thursday June 29 Era Banner! Courtesy of YRMG
Funding Request Process
• New Template and process in 2017 • Objective: align with new LSRCA
harmonized programs, more rigor and focus around submission, measured impact
• Two Intakes: – Feb and June
• Impact report by program / project end of 2017
What is LSCF Supporting in 2017?
• 13+ Projects • $286,000+ • PLUS:
– Grants: – TD F of E – RFCPP – Helen McCrea – Etc
• Intake # 2: – $108,000 available – Requests Due June
30th
Fish Habitat Enhancement Project (part of DFO commit) $20,000
Scanlon Creek Boardwalk Restoration and Youth Initiative $24,000
Tree Planting: Durham and Kawartha $9,000
Holland Marsh Tile Outlet and Wash water Pilot Project $5,500
Rogers Reservoir BioBlitz $500
Outdoor Education in the Nature Centre $40,000
Outreach Education Program $40,000
Native Plants / Aquatic Plants Program $2,000
Outreach Education Hybrid Vehicle: Lease and maintenance for 3 years (up to $20,000)
$5,000
Upper Kidds Creek Restoration Project Phase 2 $35,000
East Holland River Fish Barrier Project $40,000
Greener Calmer Streets 40,000
Ray Twinney LID Project 25,000
Thank You LSRCA Board and Staff
Cheryl Taylor, Executive Director Deb Conzelmann, President
[email protected] 905-895-1281 X310
www.lakesimcoefoundation.ca
Working Together for a cleaner and healthier Lake Simcoe
watershed
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