Annual Report 2012

The road ahead

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size and scope of the charitable and nonprofit sector

the Imagine Canada community

$176 billionTotal income for the charitable and nonprofit sector.

170,000Estimated number of charities and nonprofits in the sector.

2 millionCanadians employed in the charitable and nonprofit sector.

8.1%Charitable and nonprofit sector's contribution to Canadian GDP.

166,000Total number of employees reported by

Imagine Canada's member organizations.

82%Cities and towns in Canada with at least

one Imagine Canada member charity.

1,300Number of registered charities and nonprofits that are

Imagine Canada Members.

7%Total charitable sector revenues accounted for

by Imagine Canada members in 2011.

members

grantmakers

employees footprint

2,800Number of active grantmaking foundations

in the Grant Connect database.

$1.8 billionTotal value of 2011 gifts made to qualified donees

by foundations in the Grant Connect database.

Sources and image attributions can be found at imaginecanada.ca/annualreports/2012sources

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who we are

contents

Leadership Message 4

Public Policy & Engagement 6

The Role of the Sector in Advocacy & Public Policy

Charitable Giving Incentives (Stretch Tax Credit for Charitable Giving)

A Common Narrative for the Charitable and Nonprofit Sector

Governance & Accountability 8

Shared Standards. Shared Leadership. (Standards Program)

The Focus on Charities and

their Impact (CharityFocus)

Capacity & Knowledge 10

Data Driven (Research, Sector Monitor)

Evolution of a Social Enterprise (Grant Connect)

Knowledge Transformations (Sector Source)

Our Community 11

Commitment to the Bigger Picture (Imagine Canada members, Sector Champions)

Companies that Care about Community (Caring Company Program)

Our People 12

Board of Directors

Advisory Council

Staff

Financial Summary 14

2012 Community of Supporters 15

Leadership for a Stronger Canada

Foundation Donors

Sponsors

Friends of Imagine Canada

Community of Volunteers 16

Imagine Canada is a national charitable organization whose cause is Canada’s charities and nonprofits. Our three broad goals are to strengthen the sector’s collective voice, create opportunities to connect and learn from each other, and build the sector’s capacity to succeed.

our vision

We believe in a stronger Canada where charities and nonprofits

work together, alongside business and governments, to build

vibrant and prosperous communities.

our mission

Imagine Canada strengthens and supports Canadian charities

and nonprofits so they may better serve and engage individuals

and communities here and around the world.

our core beliefs

We believe that charities and

nonprofits play an essential

role in Canadian society by:

» Engaging Canadians » Helping those in need » Enhancing quality of life » Building knowledge » Strengthening public policy » Contributing to economic prosperity

And, we believe that charities and nonprofits must have the

necessary financial and human resources to achieve real impact.

We also believe that

charities and nonprofits

have a responsibility to be:

» Innovative » Transparent and accountable » Ethical » Well governed » Inclusive » Collaborative

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leadership message

Public Policy

Our focus in Ottawa and on Parliament Hill was on the House of Commons Stand-ing Committee on Finance's hearings on charitable giving. Imagine Canada and our many partners continued to promote the importance of a Stretch Tax Credit for Charitable Giving with over 70% of witnesses from the charitable sector appearing in front of the Committee supporting the proposal. We were very pleased to see in the 2013 federal bud-get, the announcement of the First-Time Donor’s Super Credit. We see this as a first step towards the full implementation of the Stretch Tax Credit.

We also secured three-year funding for establishing the first-ever office of the Chief Economist for Canada’s Charitable and Nonprofit Sector.

Transparency and Effectiveness

Imagine Canada believes in the impor-tance of transparency and that charities should be able to tell their full story to those who are looking at supporting their work. CharityFocus, the first citi-zen-focused portal developed in partner-ship with the Canada Revenue Agency, is providing meaningful, accurate and easily understandable information about all 85,000 charities.

Following a very successful pilot stage, we launched our new Standards Program which is both a capacity building enter-prise as well as a national accreditation program. This is a world-leading initiative

We would like to highlight a number of exciting new initiatives at Imagine Canada in 2012 that

have all been driven by the common goal of supporting the work of charities and nonprofits.

that has the potential to be truly transfor-mational for the charitable and nonprofit sector in Canada. Already, over 150 organi-zations, large and small, are going through the accreditation program to demon-strate that they have in place the right policies, procedures and practices to be effective organizations worthy of support.

Telling our Story

In partnership with the Muttart Founda-tion, we launched Students (Verb) Chari-ties, a one-of-a-kind national contest challenging university and college students to develop innovative campaigns to talk to Canadians about the important role of charities. The winners of the contest, who are competing for the top prize of $50,000, will be announced at a special ceremony in June 2013.

Sustainability and Capacity Development

Our very own social enterprise, Grant Connect, was launched in December 2012. Building upon the foundations of our long-standing Canadian Directory to Foundations and Corporations, Grant Connect will assist charities to secure the funding they need to deliver on their respective missions, while generating revenue to support Imagine Canada’s broader objectives.

Also, to enhance Imagine Canada’s capacity for collective action we launched Leadership for a Stronger Canada, a multi-year fundraising campaign to engage sector organizations and other stake-holders in this work. To complement this effort, we also established the Friends of Imagine Canada as a vehicle for individual support. We would like to thank all our sector, foundation, corporate and individual donors for their support.

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Our primary goals are focused on three areas which endeavour to strengthen the sector’s collective voice, create opportunities to connect and learn from each other, and build the sector’s capacity to succeed. To support these goals, we have established a set of desired outcomes so that when we step back in three years’ time, we are able to say that we’ve made meaningful progress in all of these areas.

The charitable and nonprofit sector has a stronger, more cohesive and more proactive voice in national public policy. To do so, we must come together across the sector to establish a shared infrastructure so that, on issues of cross-cutting importance, we can lever-age our resources, reduce duplication, and maximize our impact. Together we will implement some critical components of our sector infrastructure including an early alert and a rapid response system. We will also move forward with phase two of the National Engagement Strategy. These activities will significantly strength-en our ability to inform and engage the sector, politicians, government officials, the media and the public in a credible, timely and proactive way.

Organizations in the sector are more transparent and have access to the tools and resources to improve gov-ernance and demonstrate impact. For the long-term health of the sector, it is important to strengthen public confidence and trust in charities and nonprofits. We intend to do this by pro-viding even more resources and services that will help organizations improve their practices, communicate their impact and demonstrate transparency — build-ing upon the work we’ve already done through the Standards Program,

CharityFocus, Charity Tax Tools and Sector Source.

Canadians have a better under-standing of the role and impact of the charitable and nonprofit sector. The charitable and nonprofit sector has a remarkable story to tell; in addition to contributing to the fabric of society, our sector is a significant economic force and has played a pivotal role in building and defining our country. Together, working with organizations from across the sector, we will create a new narrative — a broader understanding of the sector and its impact — as the foundation of every-thing that we need to do.

And, in order for us to be effective in achieving our overall goals and in deliv-ering the sector-focused outcomes as outlined above, will need to ensure that Imagine Canada is a stronger, inde-pendent, better connected, and more financially viable national umbrella

the road ahead

organization for the charitable and nonprofit sector.

There is no way that we could have accomplished so much without the ex-ceptional talent and dedication of our colleagues who work at Imagine Canada, without the amazing dedication of our Board of Directors and the increasing involvement of so many high-skilled volun-teers who profoundly believe in our mis-sion and work with us in support of it. It is really gratifying and energizing to attract this kind of staff and volunteer dedication.

To get to where we want to go, we will need resources, we will need talent, we will need dedication and we will need resolve. We are confident that we will be successful on all these fronts and that together we will strengthen the charita-ble sector in Canada in order that it may better serve and support Canadians and communities here and around the world.

If 2012 was the year of so many new initiatives, 2013 will be the first year of our new three-year strategic plan which determines how we dedicate our resources and energy.

Faye WightmanChair, Board of Directors

Marcel LauzièrePresident & CEO

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highlights

public policy & community engagement

Imagine Canada works at the federal level to advance and defend the interests of charities and nonprofits, to keep the sector informed of relevant develop-ments, and to encourage organizations to engage in the public policy process. Our priorities are guided primarily by our National Engagement Strategy which focuses on enabling charities and nonprofits to have positive and lasting impact in communities in Canada and around the world. imaginecanada.ca/publicpolicy

The Role of the Sector in Advocacy and Public Policy

In early 2012, the sector found itself the subject of heated debates regarding foreign funding and political activity. Comments about the Northern Gateway project and ‘radical environmentalists’ implied that charities, especially those that attract foreign donations, should not play a role in Canada’s public policy

discussions. Concerns were aired in the senate about “the interference of for-eign foundations in Canada’s domestic affairs.” The ensuing rhetoric took many of us by surprise and is an example of the need for a rapid response capacity within the sector, a system that Imagine Canada is developing for a 2013 launch.

We were successful in our ability to de-bate these issues and were acknowledged for our balanced approach to the ‘attack’ on environmental charities, and charities more generally. Our approach included public statements in the media, meetings with elected officials, and presentations in front of both the Commons and Senate Finance Committees. Despite the nature of the crisis and the extra resources required by Imagine Canada to respond, we were pleased that we were able to better connect and work with our colleagues in the environmental sector on an issue with broader implications for all charitable and nonprofit organizations.

Charities and Administrative Burden

Federal Budget 2012 changed the reporting

requirements for political activity but did not

change any of the rules surrounding the

sector’s engagement in public policy

issues — a significant win given the rhetoric

leading up to the Budget. We advised the

Canada Revenue Agency on updating the

T3010 Registered Charity Information Returns

and accompanying guide in order to

minimize the administrative burden on

individual charities.

The Early Bird gets the Worm

Stemming from the activities and concerns

raised during the foreign funding and

political activity debates, it was identified

that an advance issue alert system is needed

for the sector. During the latter half of 2012,

we piloted an Early Alert system to monitor

developments at the federal level and provide

timely information to organizations about

cross-cutting issues. The Early Alert system

will be made available to the entire Imagine

Canada membership in 2013.

What would you do if you knew you could not fail?

Students (Verb) Charities is a national

contest that asks students at publicly funded

post-secondary institutions to produce

public awareness campaigns that show how

the charitable sector as a whole ensures,

improves and reflects the quality of life in

Canada and around the world. Sponsored

by Imagine Canada and the Muttart Foun-

dation, there is a total of $100,000 in cash

prizes including a $50,000 first prize for the

top entry. The contest closed on November

30 and all entries were evaluated by a diverse

group of sector-linked contest judges. The

judges selected 12 finalists who, in phase

two, are invited to complete additional work

to prepare a more detailed execution of

their campaign concept. The winners will be

announced at an awards ceremony in June

2013. studentsverbcharities.ca

did you know? Foreign funding is foreign to most Canadian

charities. In 2011, only 2.5% of charities reported

receiving funding from outside of Canada.*

* 2011 T3010 Registered Charity Information Returns.

of charities receive funding from outside Canada

2.5%

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Charitable Giving Incentives

We worked with a number of charities throughout Canada with an interest in the House of Commons Standing Committee on Finance’s study of tax incentives for charitable giving. With the support of these organizations, we were able to present a consistent and cohesive voice in support of the Stretch Tax Credit for Charitable Giving — a simple tax incentive that would allow Canadians to “stretch” their giving on new donations exceeding previous annual contributions — which we have championed for a number of years. imaginecanada.ca/stretchtaxcredit

A Common Narrative for the Charitable and Nonprofit Sector

Our sector has a remarkable story to tell, yet we have not always been successful in sharing this story with Canadians. Imagine Canada is working with a broad cross section of organizations to create a new narrative about our role and contributions, and about the legitimacy and trustworthiness of the sector as a whole. The narrative will be foundational

— consistent messaging that is relevant and adaptable to all our sub-sectors. A new narrative is also about finding ways to attract talent (paid staff and high-skilled volunteers) and financial resources to serve Canadians.

We see the creation of a new narrative as the foundation of everything that we need to do. The first major step for the narrative is the development of a core resource database from which all of the key messages, campaigns and other de-liverables will flow. This database, which will be continuously updated, will feature:

» Data about the size and scope of the sector;

» Argumentation explaining our need for resources and the benefits of our contributions to public policy; and

» Impact proof points — evidence-based statements and third party evaluations showing the impact of the sector’s work.

We have also used our Sector Monitor survey program to ask members of our own sector questions relevant to the narrative and are in discussion with IPSOS Reid who will provide pro-bono support for surveying Canadians.

did you know? Charities stand strong together. Of all

the charities that appeared before the

House of Commons Standing Committee

of Finance, 70% endorsed the Stretch Tax

Credit for Charitable Giving.

Source: Imagine Canada

endorsed the stretch tax credit for charitable giving

70%

did you know?Canadians want more information. When asked about the importance

of having information about the impact of charities' work, 96% of

Canadians said it was very or somewhat important. However, only

38% of Canadians think that charities are excellent or good at

providing information about the impact of their work.

Source: Talking about Charities, The Muttart Foundation, 2008.

i

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Shared Standards. Shared Leadership.

There is a sense of a shift in the global community of charities and nonprofits as more organizations identify the importance of self-regulation and a shared set of common organizational standards. We are proud to be part of that shift. The organi-zations that piloted the Standards Program and the original founding charity

and nonprofit members have played an important role in what is possibly a world-leading program.

The Standards Program is a Canada-wide set of shared standards for charities and nonprofits designed to strengthen and demonstrate their compliance in five fundamental areas of board governance, financial accountability and transparency,

fundraising, staff management, and volunteer involvement. It is also a capacity-build-ing initiative as many tools and resources are available free of charge to assist organi-zation wishing to comply with the standards.

After a successful Pilot stage, 21 organizations achieved accreditation in 2012. A Peer Review Panel, a diverse group of individuals from various sub-sectors and small-to-large-sized organizations across the country, spent a considerable amount of time reviewing applications and providing constructive feedback to organizations partici-pating in the process.

Organizations achieving accreditation show considerable dedication and commit-ment to strengthening public confidence, not only for their own organization, but for the sector as a whole. It takes an average of six months for an organization to

governance & accountability

A Community Approach to the Standards

Wood Buffalo in Alberta is the second largest

municipality in Canada and is made up of ten

communities including Fort McMurray. The

rapid economic growth in this region makes

it challenging to keep pace with the demand

for skilled leaders needed in local charities

and nonprofits. To strengthen institution-

al memory and organizational capacity,

Social Prosperity Wood Buffalo brought the

Standards Program to their community.

Through a series of local workshops and

some guidance from Imagine Canada, Social

Prosperity Wood Buffalo is now assisting

a number of organizations to strive for

accreditation. The philosophy is that with

the appropriate standards, guidelines and

processes in place, an organization would

better transition knowledge during staff

changes thereby allowing the organization

to seamlessly continue serving their com-

munity needs. This community approach to

the Standards Program has been positively

received and other regions across Canada

are looking to replicate the Social Prosperity

Wood Buffalo model in their own communi-

ties. imaginecanada.ca/standards

Transitioning the Ethical Code Program

The Ethical Code Program continues to

operate but is no longer accepting new

applicants as it will eventually be merged

with the Standards Program. At the end of

2012, the remaining 383 Ethical Code Program

participants continued to receive program

support and the ability to use the Ethical

Code trustmark. With approximately 50% of

Standards Program participants being Ethical

”“The goal of this new certification system is ambitious, intended to build a community of

practice for self-improvement. This is a bold move for a sector that has not been particularly supportive of its infrastructure organizations and that until recently saw

little need for sector-wide standards at all. If this Standards Program succeeds, it could become a world leader in self-regulation for the charitable sector…

— Canadian Leapfrog: From Regulating Charitable Fundraising

to Co-regulating Good Governance, © 2012, Susan D. Phillips

did you know? It’s not the size of the organization

that matters, it’s the dedication. Of the

organizations going through the Standards

Program accreditation process, 26% are from

charities with five or fewer staff. These smaller

charities have demonstrated they have the

systems in place to operate effectively and

match their larger counterparts in policies,

procedures, compliance and dedication to

transparency and enhanced governance.

Source: Imagine Canada

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highlightsCode program participants, we are encour-

aged that a number of these organizations

are making a commitment to broader foun-

dational standards which build upon their

existing dedication to ethical fundraising and

transparency. imaginecanada.ca/ethicalcode

Moving Risk Management Assets

It was a transitional year for our Insurance & Liability Resource Centre for Nonprofits (Risk Management Centre). In

its final year of funding from the Ontario

Government, the main focus for the Risk

Management Centre was to preserve the

legacy of the Centre and the knowledge and

resources developed over its five-year exis-

tence. Working with the Standards Program,

we provided in-person and webinar-based

Risk Management training in 2012. The

Risk Management online resources and

tools have been incorporated into Imagine

Canada’s new Sector Source website that

supports the Standards Program’s goal in

capacity-building. This is an ideal new home

for these important Risk Management

assets. sectorsource.ca

complete the accreditation process depending on their level of readiness from the outset. Over 100 participants were working towards achieving accreditation as we approached the end of 2012. imaginecanada.ca/standards

The Focus on Charities and their Impact

With a heightened demand for transparency and accountability in the charitable sector, the need to access information about each of Canada’s 85,000 plus registered charities has never been more important. After a series of previews in late 2011, CharityFocus was officially launched in February 2012 and continues to be well received by the sector and members of the public looking for information about a particular charity.

CharityFocus will continue to help organizations tell their stories while promoting the transparency of the sector. And, by doing so, it will continue to increase public confidence in this most essential sector. charityfocus.ca

”“The new website not only makes ten years of T3010 data easier to find, compare,

and visualize, it also allows charities to upload more timely and detailed information about their programs and accomplishments. Public users have access to convenient links and tools, including the ability to make donations on the spot.

— Information for Impact: Liberating Nonprofit Sector Data, Aspen Institute, © 2013

did you know? The T3010 QuickPrep is a key

feature of CharityFocus.ca.

QuickPrep is an easy, accurate

and free online tool for

completing your annual charity

T3010 form. With its pop-up

tips and definitions it’s nearly

impossible to make a mistake,

so your end result is improved

data quality. quickprep.ca

did you know?The board of directors is an essential element of

an organization’s checks and balances. According

to Imagine Canada’s Sector Monitor, only 57% of

organizations have their T3010 Registered Charity

Information Returns reviewed by their board of

directors before filing with the Canada Revenue Agency.

57%organizations have their T3010 return reviewed by their board of directors

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highlights

capacity & knowledge

Data Driven

Rigorous research is needed to help the charitable and nonprofit sector thrive. Currently, our research is focused on monitoring the state of the sector, documenting its size and scope, identifying trends in philanthropy, and better understanding public opinion about the sector. In addition to producing tangible knowledge products, the connections we make with other organizations as part of the research process also keep us in tune with our stakeholders. sectorsource.ca/sector-research

Since 2009, our Sector Monitor Survey program has regularly monitored the health and vitality of the charitable sector, tracking fluctuations in access to resources, orga-nizational stress and confidence in the future, as well as probing key emerging issues. In 2012, we released reports from the fifth and sixth Sector Monitors. Findings from late 2012 showed a general sense that the sector will be facing greater challenges in the coming year, particularly with regards to financial resiliency and increased demands for products and services. This information informs sector leaders, funders and other supporters so they can be better prepared to face possible challenges. Future editions of the Sector Monitor will continue to track trends and provide information about key issues. sectorsource.ca/sector-monitor

Knowledge Transformations

Helping charities and nonprofits in Canada meet their information needs has been the main goal of Imagine Canada’s Nonprofit Library. In 2011, we reframed the role of the Library in the context of an ever-changing information sharing environment. In 2012, with partial funding from the Government of Ontario, we were able to start the transformation of the Nonprofit Library website to what is now Sector Source.

Sector Source features over 6,000 resources that support organizational manage-ment topics and research. We identified a natural alignment with the topics of our new Standards Program, with its goal of capacity-building, and incorporated those elements into the new site. Sector Source connects charities and nonprofits with resources and information that help them develop their organizations and get the job done for the communities they serve. sectorsource.ca

Evolution of a Social Enterprise

The Canadian Directory to Foundations &

Corporations was originally published in

1966 as the Canadian Universities’ Guide

to Foundations and Similar Grant-Giving

Agencies by the Association of Universi-

ties and Colleges of Canada. It was later

adopted by the Canadian Centre for

Philanthropy (one of Imagine Canada’s

predecessor organizations) which, over

the years, developed the publication

even further in both size and scope.

In 2011, Imagine Canada started a proj-

ect which would result in the dramatic

transformation of the Directory. With

financing from the Muttart Founda-

tion, help from volunteers, subscribers

and our user advisory panel, a new site

emerged. Grant Connect was launched

December 6, 2012.

Grant Connect is an innovative tool that

connects charities with funders who sup-

port their cause. With an innovative new

set of features and a wide range of data

sources, it goes beyond the capabilities of

our previous Directory. An intuitive

interface makes identifying new funders

a breeze and allows organizations to

efficiently manage their funding pros-

pects with easy-to-use relationship

management tools. grantconnect.ca

did you know? Canada’s charitable and nonprofit sector wants to know more about itself, those

who support it and its place in the global community. In 2012, the most popular topics

accessed at Imagine Canada were about the size and scope of the sector in Canada, how

businesses contribute to and partner with communities, the operating environment for small-

and medium-sized organizations and how the Canadian nonprofit sector compares to in oth-

er countries. This information is available online at sectorsource.ca/imagine-canada-research

did you know? We’re socially enterprising. Grant Connect

is Imagine Canada’s social enterprise — it not

only helps charities find sources of funding, but

through subscription sales it helps to finance

the work of Imagine Canada. grantconnect.ca

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highlights

Commitment to the Bigger Picture

Imagine Canada members are Canadian charities and nonprofits working for the greater good of communities in Canada and around the world. This year our membership program achieved a milestone 90% renewal rate and 1,318 members. When an organization becomes an Imagine Canada member, Sector Champion or Sector Affiliate it not only signifies support for the work and vision of Imagine Canada, but also a commitment to the role they play in supporting their peers in the greater sector community. Our commitment to members is seen through the work we do on behalf of the sector and in identifying and providing access to spe-cific tools and resources, some of which are exclusive to members.

Our Sector Champion members, often some of Canada’s largest organizations with a national scope, have taken on a leadership role in the sector. We are pleased to see that this membership category is growing and with it, the dedication each Sector Champion demonstrates to the program and Imagine Canada broadly. At the end of 2012, we reached our target of 60 Sector Champions, with a 98% program renewal rate. imaginecanada.ca/membership

Companies that Care about Community

Community investment is no longer a sideline but an important way of doing business. Doing good not only strengthens community, it also builds brand identity, enhances employee retention and recruitment, and improves public reputation. Imagine Canada’s Caring Company program exists to be a bridge between com-munity-minded companies and their charitable and nonprofit partners.

All 97 Caring Company program participants are community investment role models in their communities. They continue to lead by example with their commit-ment to donate a minimum of 1% of pre-tax profit to community organizations, champion and sustain at least one community investment project and publicly report their community investment activities. imaginecanada.ca/caringcompany

our community

Providing Value

As the Imagine Canada membership program evolves, we want to ensure

our members see and experience the

value of their membership. And so we

are continuously looking for ways to

improve and enhance the program. In

2012, we added Member Profiles as one

of the new benefits of membership so

that members can learn about each other

and share their stories with a broader

audience. Members submit their stories

and are then chosen to be featured in

the Imagine Matters member

e-newsletter, showcased on our blog and

highlighted on our social media net-

works. Additionally, members now have a

greater presence on the Imagine Canada

website with links to their respective

websites. imaginecanada.ca/membership

The Networked Community

With a combined network of 25,000 plus

followers, likes and group members,

Imagine Canada’s presence on social media not only allows us to share

relevant news and information about

the charitable and nonprofit sector but

also serves as a way to engage, connect

and discuss the issues that matter to us

all. Social media also contributes to a

sense of community which reinforces that

despite our geographic locations and our

differing goals and purposes, our organi-

zations have a lot more in common than

we may realize.

/imaginecanada

did you know? In a recent study by the Conference Board of

Canada, in partnership with Imagine Canada and

others, 70% of corporate community investment

budgets either remained constant in nominal

dollars, increased at a rate higher than inflation or

kept pace with inflation between 2008 and 2012.

Source: Canadian Corporate Community Investment Benchmarking Report, Conference Board of Canada 2013.

did you know? Sector Champions take on the bigger issues.

Every 18 months, Sector Champions convene, at their own expense, to discuss

issues of national scope that transcend their individual organizations. From these

discussions, Imagine Canada is able to better identify pressing concerns and issues

facing the sector, as well as possible solutions.

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our people

BOARD OF DIRECTORS

Ian Bird

Community

Foundations of Canada

Ottawa, Ontario

Tim Brodhead

Social Innovation

Generation (SIG)

Metcalfe, Ontario

Owen Charters

MS Society of Canada

Toronto, Ontario

Marcel Côté*

SECOR Consulting Inc.

Montreal, Quebec

Miranda Lam

McCarthy Tétrault LLP

Vancouver,

British Columbia

Elisa Levi

The Circle on

Philanthropy and

Aboriginal Peoples

in Canada

Toronto, Ontario

Susan Lewis*

United Way of Winnipeg

Winnipeg, Manitoba

Kevin McCort

CARE Canada

Ottawa, Ontario

Tim Moro

Ipsos North America

Calgary, Alberta

Hilary Pearson*

Philanthropic

Foundations Canada

Montreal, Quebec

Peter Robinson

David Suzuki Foundation

Vancouver,

British Columbia

Lee Rose

Community Foundations

of Canada, Ten Oaks

Project, and MESH

Chelsea, Quebec

Caroline Sauriol

Les petits frères

des Pauvres

Montreal, Quebec

Martha J. Tory

Ernst & Young LLP

Toronto, Ontario

Stéphane Vaillancourt

The YMCAs of Quebec

Montreal, Quebec

Willy Van Klooster

Centre of Hope

Family Health Team

London, Ontario

Faye Wightman, Chair

Vancouver Foundation

Vancouver,

British Columbia

Bob Wyatt

The Muttart Foundation

Edmonton, Alberta

*term ended June 2012.

ADVISORY COUNCIL

Father Paul J. Abbass

Talbot House

Sydney, Nova Scotia

Beth Bilson

Faculty of Law, University

of Saskatchewan

Saskatoon, Saskatchewan

Lyse Brunet

Avenir d’enfants

Montreal, Quebec

Michelle Dagnino

National Alliance of

Children and Youth

Ottawa, Ontario

Lois Fine

YWCA Toronto

Toronto, Ontario

Gordon Floyd

Children’s Mental

Health Ontario

Toronto, Ontario

Karen Fonseth

Direct Action in Support

of Community Homes

Winnipeg, Manitoba

Martin Garber-Conrad

Edmonton Community

Foundation

Edmonton, Alberta

Barbara Grantham

VGH & UBC

Hospital Foundation

Vancouver,

British Columbia

Scott Haldane

YMCA Canada

Toronto, Ontario

Sandy Houston

Metcalf Foundation

Toronto, Ontario

Daniel Lapointe

Katimavik

Montreal, Quebec

David Lepage

enterprising nonprofits

Vancouver,

British Columbia

Susan Manwaring

Miller Thompson

Toronto, Ontario

Jill McAlpine

PwC

Toronto, Ontario

Don McCreesh,

Advisory Council Chair

Garnet Group Inc.

Toronto, Ontario

One of the keys to understanding any purpose-driven organization is to know the team of people behind it. A number of people from varied

backgrounds and different skill-sets have come together with a common vision and goal to drive the organization forward with passion and

conviction. These are the individuals who served with us during the 2012 calendar year and make Imagine Canada the organization that it is.

people9.7

Across the board, boards of directors are

engaged. According to Imagine Canada’s Sector

Monitor, the average size of a charity board of

directors is 9.7 people. These organizations hold

an average of 7.9 board meetings per year with

the average attendance at a typical board meeting

being 83%. Forty-six percent of boards regularly

monitor their own performance.

did you know?

13

Susan McIsaac

United Way of Toronto

Toronto, Ontario

Micheline McKay

Micheline McKay &

Associates

Toronto, Ontario

Paul Melia

Centre for Ethics in Sports

Ottawa, Ontario

David Morley

UNICEF Canada

Toronto, Ontario

Allan Northcott

Max Bell Foundation

Calgary, Alberta

Susan Philips

Carleton University

Ottawa, Ontario

Mark Rodgers

Habitat for

Humanity Canada

Waterloo, Ontario

Paul Shay

Kidney Foundation

Toronto, Ontario

Sharon Snook

Burin Peninsula

Health Centre

Burin, Newfoundland

Lynne Toupin

LT & Associates Consulting

Ottawa, Ontario

David Toycen

World Vision Canada

Mississauga, Ontario

Katherine van Kooy

Calgary Chamber of

Voluntary Organizations

Calgary, Alberta

Dick Vollet

Streettohome Foundation

Vancouver,

British Columbia

Faye Wightman

Vancouver Foundation

Vancouver,

British Columbia

STAFF

Karen Alebon

Manager,

Ethical Code Program

Zeke Bruzon

Accounting Assistant,

Member & Subscriber

Services Representative

Cathy Barr

Senior Vice-President

Brenda Cameron Couch

Director,

Community Engagement

Lynn Chambers

Manager,

Standards Program

Anna-Marie Christian*

Director, Finance

Brynn Clarke

Manager,

Member Services

Diane M. Ellison

Special Advisor to

the President and CEO

Stephen Faul

Vice-President,

Strategic Communications

& Business Development

Brittany Fritsch

Policy Analyst Intern

Michelle Gauthier

Vice-President,

Public Policy &

Community Engagement

Alyssa Gebert*

Communications

Assistant, Directory

to Foundations &

Corporations

Ann Gratton

Program Coordinator,

Public Policy & Community

Engagement

Marnie Grona

Director, Marketing &

Communications

Bill Harper

Director, Finance

David Hartley*

Director, Insurance &

Liability Resource Centre

for Nonprofits

Lisa Hartford

Manager, Marketing &

Communications,

Charity Focus &

Charity Tax Tools

Devon Hurvid

Manager, Grant Connect

Erica Ip

Administrative Assistant

Sol Kasimer

Special Advisor to the

President and CEO

Michael Kushnir*

Communications

Coordinator,

Grant Connect

Meg Kwasnicki

Senior Manager,

Library & Knowledge

Mobilization and Acting

Director, Insurance &

Liability Resource Centre

for Nonprofits

David Lasby

Director, Research

Marcel Lauzière

President & CEO

Haley MacDonald

Research Coordinator,

Grant Connect

Amanda Mayer

Executive Assistant to CEO

and Board Coordinator

Michael Meadows

Director, Corporate

Engagement &

Membership

Joan Mitchell

Desktop & Network

Support Specialist

Margot Porter

Account Services

Representative,

Grant Connect

Farah Rafi

Accounting Assistant

Bill Schaper

Senior Manager,

Public Policy

Galina Shapiro

Senior Accountant

Toni Stockton

Program Coordinator,

Nonprofit Library

Lainie Towell

Project Manager,

Public Awareness Contest

Lindsey Vodarek*

Manager,

Communications

& Public Policy

Maria Volakhava

Bilingual Account

Services Representative,

Grant Connect

*Left Imagine

Canada in 2012.

did you know? Our team is a diverse, dedicated and

cause-driven group of individuals

with an average of 12 years of service to Canada's charitable and nonprofit sector. Forty-two percent of our staff's

combined employment career has been spent in service to the sector. One-third of our staff have dedicated 100%

of their employment career to serving the sector. Source: Imagine Canada

14

financial summary

Revenue 2012 2011*

• Foundation and Corporate Grants,

Donations and Sponsorships

$ 1,184,404 $ 1,370,024

• Membership, Caring Company,

Ethical Code, and Standards Program Fees

1,037,051 952,973

• Government - Federal 21,922 232,971

• Government - Provincial 278,279 288,750

• Canadian Directory to

Foundations and Corporations

538,479 489,837

• Conferences, workshops and other 428,632 439,233

TOTAL $ 3,488,767 $ 3,773,788

Expenses 2012 2011*

• Governance and Accountability Programs $ 692,230 $ 907,219

• Public Policy and Community Engagement 870,250 1,152,159

• Knowledge Development and Mobilization 885,625 922,918

• Membership Services 517,715 544,941

• Infrastructure and Operations 606,423 392,363

TOTAL $ 3,572,243 $ 3,919,600

* Certain of the 2011 comparative figures have been changed to conform with the presentation adopted for 2012.

19%

17%15%

25%

24%

34%

30%

8%

15%

12%

1%

Year ended December 31, 2012. The information below is derived from the financial statements for 2012, which were audited by Grant Thornton LLP. Our complete audited financial statements and T3010 Registered Charity Information Return, as filed with the Canada Revenue Agency, are available at imaginecanada.ca/annualreports.

did you know?CharityFocus has 10 years of financial information about

all of Canada's 85,000 registered charities. charityfocus.ca

15

LEADERSHIP FOR A STRONGER CANADA

Anonymous (2 donors)

Great-West Life, London Life, Canada Life

Investors Group

Ivey Foundation

La fondation J. Armand Bombardier

Mackenzie Strategic Charitable

Giving Foundation

Metcalf Foundation

PricewaterhouseCoopers Canada Foundation

United Way Toronto

United Way Montreal

Vancouver Community Foundation

FOUNDATION DONORS

The Agora Foundation

The J. W. McConnell Family Foundation

The Muttart Foundation

The Ontario Trillium Foundation,

an Agency of the Government of Ontario

The Suncor Energy Foundation

SPONSORS

CharityFocus

Cenovus Energy

RBC Foundation

TELUS

Charity Tax Tools

Presenting Sponsor: Scotiabank

Participating Sponsors: Carters

Professional Corporation, KPMG

Ethical Code and Standards Program

Founding and Presenting Sponsor:

Great-West Life, London Life, Canada Life

Funding by: BMO Financial Group,

The Printing House Ltd. (TPH)

Supporters: futureInnovate.net

Friends: KCI (Ketchum Canada Inc.)

2012 community of supporters

Imagine Canada gratefully acknowledges the commitment of this community of supporters who have contributed to the success of

our 2012 activities. In doing so, they have demonstrated their belief in a vibrant and engaged charitable and nonprofit sector.

Sector Champions RoundtableKCI (Ketchum Canada Inc.)

Mackenzie Investments

Miller Thomson

SectorSource

The Agora Foundation

Government of Ontario

Insurance and Liability Resource Centre for Nonprofits

Canadian Institute of

Chartered Accountants (CICA)

Carters Professional Corporation

The Co-operators

Government of Ontario

Students (Verb) Charities

The Muttart Foundation

FRIENDS OF IMAGINE

Cathy Barr

Ian Bird

Tim Brodhead

Malcolm Burrows

Brenda Cameron Couch

Lynn Chambers

Owen Charters

Stephen Faul

Ted Garrard

Michelle Gauthier

Barbara Grantham

Marnie Grona

Bill Harper

Brian Harrison

Lisa Hartford

Chuck Kaplan

Sol Kasimer

Robert Kleinman

Meg Kwasnicki

Miranda Lam

Marcel Lauzière

Elisa Levi

Susan Lewis

Haley MacDonald

Amanda Mayer

Kevin McCort

Don McCreesh

Micheline McKay

Michael Meadows

Linda Mollenhauer

Joyce Potter

Farah Rafi

Caroline Sauriol

Bill Schaper

Galina Shapiro

Paul Shay

Georgina Steinsky-Schwartz

Martha Tory

Dave Toycen

Stephane Vaillancourt

Willy Van Klooster

Kristine Webber

Faye Wightman

Sandra Wilking

Cathy Wright

Bob Wyatt

David Zussman

Every effort has been made to list all donors accurately,

but if you discover any errors or omissions, please

accept our apology and call 416 597 2293 ext. 312.

did you know?When Imagine Canada was established

in 2005, Government support was

65% of Revenue. It has been reduced

to 8.6% in 2012 and is expected to be

approximately 3% in 2013 as Imagine

Canada improves its long-term sustainability. Over this

same period donations, grants and sponsorship have more

than doubled as a percentage of revenue (14%-34%).

TORONTO2 Carlton Street, Suite 600

Toronto, ON M5B 1J3

phone 416 597 2293

toll free 1 800 263 1178

fax 416 597 2294

OTTAWA130 Albert Street, Suite 1705

Ottawa, ON K1P 5G4

phone 613 238 7555

toll free 1 800 263 1178

fax 613 238 9300

CALGARY658 8th Avenue SW, Suite 600

Calgary, AB T2P 3M3

toll free 1 800 263 1178

MONTREALtoll free 1 800 263 1178 x313

info@imaginecanada.ca | www.imaginecanada.ca

Mark Austin

Dr. Jacline Abray-Nyman

Marrita Abunda

Jason Aebig

Janet Allan

Rob Allwright

Richard Bailey

Jane A. Baird

Michelle Baldwin

Pedro Barata

Ann Barnard Ball

Josie Bento

Rahul Bhardwaj

Beth Bilson

Ian Bird

Mark Blumberg

Susan Bower

Denyse Boxell

Linda Brazier-Lamoureux

Peter Broder

Tim Brodhead

Scott Bryan

Robin Cardozo

Jennifer Carreiro

David Carroll

Terrance Carter

Kristine Cassie

Andrea Caven

Owen Charters

Tom Coon

Marcel Côte

Claude David

Marlene DeBoisbriand

Marilyn DeMara

Grace Diffey

Francesca Dobbyn

Rob Donelson

Pegi Dover

Kyle Dube

Penny Eggett

Christine Epp

Glenn Ewald

Iris Fabbro

Peter Faid

Len Farber

Lorne Finley

Deirdre Freiheit

Eva Friesen

Yuri Fulmer

Derek Gent

Loris Giusto

Leslie Gosselin

Joanne Grant

Barbara Grantham

Scott Haldane

Gay Hamilton

Brian Harrison

Chantal Havard

Renée Hébert

Emmanuelle Hébert

Alyson Henry

Allyson Hewitt

Jay Hooper

David Hughes

Laird Hunter

Tim Jackson

Kadi Kaljuste

Colleen Kelly

Jennifer King

Sandi Kiverago

Bobby Kleinman

Victor Lachance

Peter Laird

Vincent Lamontagne

Daniel Larouche

Alain Laurendeau

David LePage

David Luther

Paul Lynch

Bruce MacDonald

Ruth MacKenzie

Theresa Man

Patrick Manley

Tracey Mann

Susan Manwaring

Margaret Mason

Carol Matusicky

Stephanie McAllister

Jill McAlpine

Rosemary McCarney

Don McCreesh

Micheline McKay

Andrea McManus

Ross McMillan

Don McRae

Noreen Mian

Shawn Mitchell

Linda Mollenhauer

Luce Moreau

Tim Moro

Larry Murray

Bella Nay

Kimberly Niles

Annand Ollivierre

David Oyler

Liz Palmieri

Glen Pearce

Hilary Pearson

John Pellowe

Eric Plato

Pam Prior

Caroline Riseboro

Peter Robinson

Ann Rosenfield

Penelope Rowe

Lorne Salzman

Suramitra Sanatani

Julia Sanchez

Yves Savoie

Heather Simpson

John Slatcher

Tierney Smith

Paula Speevak Sladowski

Kimberley Spevack

Wendy Speziali

Beverlee Stevenson

Cathy Taylor

Lesley Tela

Sheila Tilotta

Martha Tory

Heather Tory-Orr

Lynne Toupin

Katherine van Kooy

Ivan Watson

Kristine Webber

Beth Weintrop

Bobbi-Jean White

Shelley White

Andrew Wilding

Verna Williamson

Sarah Young

Katherine Zywert

Every effort has been made

to list all volunteers accurately,

but if you discover any errors

or omissions, please accept

our apology and call

416 597 2293 ext. 312.

community of volunteersVolunteers are often called the backbone of our communities which is why we have dedicated our back cover to these stellar individuals.

These volunteers provided a vast array of advisory and hands-on talent which sets the stage for Imagine Canada to have greater impact with

the work we do on behalf of the charitable and nonprofit sector. Thank you for your support and generosity!

involve volunteers in their operations and of these 78%

volunteers are a vital part of many organizations

Sour

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Can

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s Se

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Mon

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did

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