Trends in Philanthropy

Through a Halton Lens

As presented to the May Court Club of Oakville, January 2017

About Community Foundations

Collectively, granted in 2015

Total Assets and Investments

Canadian Landscape

What is a Community Foundation?

Charitable Sector

Landscape

Canada’s charitable sector

by the numbers

Charitable Organizations: 75,700

Public Foundations: 5,125

Private Foundations: 5,368

86,193

$15.7 BILLION

$2.4 BILLION

in non-cash gifts

Total amount of receipted donations

including

Canada Revenue, Report on the Charities Program 2015-2016

Giving Trends Locally

$310 $310 $310

$320

$340

$390

$400 $400 $400

$420

$240

$250 $250

$260

$280 $280

$270

$280

$300

$290

$250

$260

$240

$260

$270

$320 $320 $320

$340

$350

$260 $260

$270

$280 $280

$220

$270

$320

$370

$420

2010 2011 2012 2013 2014

Med

ian

do

nat

ion

s

Median Charitable Donations, 2010 - 2014

Burlington Oakville Milton Georgetown Acton Ontario Canada

Source: Statistics Canada, Financial Data and Charitable Donations, 13C0014

Oakville

Ontario

Burlington

Georgetown

Canada

Milton

Acton

Giving Trends Locally

$0 $500 $1,000 $1,500 $2,000 $2,500 $3,000

0-24

25-34

35-44

45-54

55-64

65+

Age g

roup

Average donation by age group Halton, Ontario and Canada, 2014

Canada

Ontario

Halton

Source: Statistics Canada, Financial Data and Charitable Donations, 13C00014

Burlington – 314

Oakville - 355

Milton - 121

Halton Hills - 3

Georgetown - 74

Acton - 22

890

Local Lens - # of Charities by Municipality

Source; CRA – Note – not all serve just Halton, as some are head offices for provincial/national/international efforts.

Influences – The

Landscape

1961 1961

2011 2011

Historical Age Pyramid for Canada

MALE FEMALE

Average Lifespan of Canadians

57

81

87

1920's

Now

2036

Women Live Longer Than Men

12

Proportion of male vs female population by age cohort (%)

0%

10%

20%

30%

40%

50%

60%

45-49 50-54 55-59 60-64 65-69 70-74 75-79

% male % femaleSource: Statistics Canada

We Are Much More Urban

Rural vs. Urban Population in Canada:

1851—2011

19

81

0

10

20

30

40

50

60

70

80

90

100

% O

F T

OTA

L C

AN

AD

IAN

PO

PU

LA

TIO

N

YEAR

Rural Population in Canada Urban Population in Canada

Note: The rural population for 1981 to 2006 refers to persons living outside centres with a population of 1,000 AND outside areas with 400 persons per square kilometre. Previous

to 1981, the definitions differed slightly but consistently referred to populations outside centres of 1,000 population.

Source: Statistics Canada, Census of Population, 1851 to 2006.

Foreign Born Soon To Be Majority In Toronto, Increasing In Other Major Urban Centres

Foreign Born - As a % of City

Population: 49.7%

39.6% 36.5%

34.7% 31.7%

28.9% 27.9%

20.6% 19.9%

Oakville

31%

About The Foundation

ABOUT US

The Oakville Community Foundation

• Established in 1994

• $103 million in total assets

• $21 million in grants since inception

• More than $7.5 million in agency disbursements

• In 2016, The Foundation granted over $2.9

million, largest granting in history.

• Research – we’ve issued four editions of our Vital

Signs report for Oakville

• The 'Community Ideas Factory‘ – two year

research project with Sheridan College

Breakthrough Research

Two Year Partnership with Sheridan College

• The 'Community Ideas Factory‘

• Will provide the research and creative

engagement process in alignment with The

Foundation’s Creating Vital Solutions initiative.

• Involves a broad cross section of the community:

business, academia, government, not-for-profit

service organizations and charities

We are delighted to be a partner

in this innovative research

project. The federal support will

allow Sheridan to continue the

work with The Foundation that

began in preparation for our 2015

Vital Signs report

There Is A Cause For Everyone

Q: Please select the type of cause or causes you feel companies in Canada should be supporting.

Child

Specific

56%

Poverty

61%

Environment

58%

Mental

Health

54%

Education

51%

59% OCF

54% OCF

44% OCF

Foundation Fundholder Survey 2016

National &

OCF

Seniors

26% OCF

Homelessness

26% 26% OCF

First Nations

10% OCF

26% 18% OCF

Newcomers

Arts & Culture

5% OCF

There Is A Cause For Everyone

Canada 150 Legacy Campaign

Creating A Lifetime of Giving

January 30, 2017

Canada 150 Legacy Campaign

One Time

Gift

$2,500 Your Fund

Canada 150 Legacy Campaign

Establish a Fund * or Grow Your Existing Fund

Receive dollar-for-dollar match – max $5,000 *$2,500 min required

Canada 150 Legacy Campaign

Agency Matching Campaign - $10,000 for an Agency

who establishes an Endowed Fund

Agency $10,000

Match $10,000

Agency Endowed

Fund

$20,000

???’s

Extra Information & Insights