1. Presentation to Coquitlam City Council November 9, 2015 invest. enrich. inspire.

2. The CF is a non-profit charitable organization established in 1992 by the BC government under the Coquitlam Foundation Act in response to dedicated community founding members. Our mission is to encourage and support creative, targeted philanthropy that builds a vibrant, sustainable, and healthy community. ABOUT US

3. invest. enrich. inspire. The CF Board (missing Janet and Terry)

4. invest. enrich. inspire. Janet and Terry!

5. OUR PROCESS: youth and seniors people at risk community services public safety health delivery and support education heritage the environment arts and culture invest. enrich. inspire. Philanthropic donations, endowments, gifts, sponsors, external fund raising The CF manages the assets and annually distributes grants, scholarships and bursaries from the proceeds Volunteers

6. invest. enrich. inspire. Funds Management: The Coquitlam Foundation oversees and administers over 25 different funds - most funds are ‘endowed’ donations or gifts - the capital is invested and returns are available for distribution. “A one time gift gives forever.” Foundation-directed funds - CF Board decides how earnings are used. Donor-advised (“restricted”) funds - donor stipulates how earnings are used. - types include: Family/Memorial, Agency and Specialty funds. Two Types of Funds:

7. invest. enrich. inspire. OUR FUNDS – Foundation Directed Coquitlam Foundation Community Fund (supports all CF objectives) Della and Cam Grant Fund (veterans, kids, poverty) James Gordon Stewart Fund (alzheimers & kidney research, SFU bursaries) Johnston Legacy Fund (supporting seniors)

8. invest. enrich. inspire. OUR FUNDS – Donor Advised: Family/ Memorial Beverley Ann Cook Fund (blood disorder) Carleigh Rae LeClair Fund (diabetes) CMLA Brodie Campbell Memorial Scholarship Fund (to lacrosse player) Coquitlam Metro Ford Domenic Mobilio Bursary (to soccer player) Danielle and Gary Couling Education Fund Raymond A. LeClair Scholarship Fund (pursue public service career) Shelagh Elaine Fulton Memorial Fund (arthritis research and support) Symington Endowment Fund (autism and mobility/competitive gymnastics) Trevor Wingrove Bursary Fund (lacrosse player)

9. invest. enrich. inspire. OUR FUNDS – Donor Advised: Agency Sponsored Coquitlam Centre Fund (education) Coquitlam Public Library Living Legacy Fund Coquitlam Search and Rescue Fund Coquitlam Stroke Recovery Fund Evergreen Arts Education Endowment Fund Rotary Club Community Service Award Tri-City Chamber Elite Athletes Fund

10. invest. enrich. inspire. OUR FUNDS – Donor Advised: Specialty Funds Community Diversity Fund Mayor’s Community Fund Peter Legge Literacy Endowment Fund Steps Together Fund (bursaries) Wesbild Holdings LIFT Fund (adult/CABE) Michael Coss Brain Injury Fund Soroptomists Tri-Cities Fund

11. invest. enrich. inspire. Our Newest Fund Managed by the Coquitlam Foundation … Soroptomist International of the Tri-Cities

12. invest. enrich. inspire. Coquitlam Foundation Net Assets Growth Fiscal Year $2,753,620

13. invest. enrich. inspire. Coquitlam Foundation Awards Fiscal Year

14. invest. enrich. inspire. RESULTS: July 1, 2014 – June 30, 2015 The Foundation’s net assets at year-end were $2,753,620 Consisting of: Foundation-Directed funds: $1,376,407 Donor-Advised funds: $1,233,659 General Fund: $ 143,554 Interest on investments for 2014/2015 was 3.2% $160,860 was distributed in scholarships, bursaries and grants The CF’s 2014/15 Financial Report is available on-line at www.coquitlamfoundation.com/reports

15. invest. enrich. inspire. 2015 AWARDS NIGHT – Donors, Award Recipients & Presenters

16. invest. enrich. inspire. THE WAY AHEAD: Achieving Self-Sustaining Operation - Requires increased funds under management Managing Growth Effectively - Requires coordinated and skilled volunteer support Escalating Awards Outcomes - Requires greater response to calls for fund applications More people need to know about the Foundation’s Awards programs and the mechanisms the Foundation has to support philanthropy to strengthen our community.

17. invest. enrich. inspire. The Foundation’s operations are modest – volunteer driven with no permanent employees and no physical office. Our operating costs, including professional portfolio management, awards events, audits, contracted services, etc are supported by:  Full self sufficiency will require net assets to grow to ~ $5 Million fees on donor-advised funds of 1.25% of the annual investment return (0.5 % is directly for portfolio management) fundraising (e.g. “Burger & Beer Nights”) SUPPORT FOR FOUNDATION OPERATIONS:

18. invest. enrich. inspire. Help us increase awareness about the Coquitlam Foundation – mention us to friends and contacts; suggest the Foundation as a place for philanthropy that benefits the community Support the Foundation by participating in our events – like our Grants and Awards night, our AGM, and our annual fundraiser event “ Kickin’ It Country ” Encourage qualified potential volunteers to consider the Coquitlam Foundation for service on our Board or Committees OUR CALL FOR ACTION:

19. invest. enrich. inspire.

21. When your heart tells you it's time to help people in your community, but your head doesn't know where to turn, it's time to look to the Coquitlam Foundation. We're your hometown partner in philanthropy, helping you help your neighbours through charitable initiatives as simple as a one-time donation to our general fund or as profound as the establishment of an endowment fund. Look to the Coquitlam Foundation when you're looking to help. A FINAL THOUGHT Thank you!

22. invest. enrich. inspire. WEB: www.coquitlamfoundation.com PHONE: 604-468-9598 Email: info@coquitlamfoundation.cominfo@coquitlamfoundation.com Friend us on Facebook

23. invest. enrich. inspire.