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May 2023 Newsletter
Since our last edition...
- We had a great time meeting, learning, and exchanging with members across the country at our CEO retreat, and regional events in Toronto, Calgary, and Montreal Thank you to everyone who joined us!
- The Toronto Star published Jean-Marc Mangin’s Op-Ed entitled “Canada’s foundations are independent and vital aspects of our civil society” on April 30.
- Le Devoir published Jean-Marc’s Op-Ed entitled « Ne tirons pas sur la philanthropie » on April 27.
- Carleton University’s PANL Perspectives interviewed Jean-Marc on the Data Deficit in the philanthropic sector.
Public Affairs & Policy Updates
T3010 updates and new form
for reporting grants to non-qualified donees
Last year, regulations changed to allow charities to make grants to non-qualified donees. To account for this change, the government has updated the T3010 form, the annual return all charities are required to submit to the CRA. They also created a new form that requires more detailed information on grants they make to non-qualified donees - the T1441. The guidelines for the T3010 are currently being updated, and it will also include details on completing the T1441. Learn more here, and stay tuned for the PFC memo.
Upcoming PFC Programming
PFC Investment Week Events
Vancouver Regional Gathering
June 13, 11:45 AM - 1:30 PM PT
In-person event @ Vancity Community Foundation
We are delighted to invite you to a special luncheon gathering in Vancouver, as part of PFC’s Investment Week activities. In partnership with our generous hosts at Vancity Community Foundation, join us to connect with Vancouver-based peers, and learn about the innovative investment approaches from several local PFC members.
Investment Roundtable
(hybrid: in-person in Toronto, and online)
June 15, 9-11 AM ET
Designed especially for volunteer Investment Committee Chairs and open to all interested staff, this meeting is part of a regular facilitated and peer-driven series of discussions for investment practitioners and leaders who have oversight and influence on their foundations’ investment practices.
Join for an in-person networking breakfast from 9-10 AM ET,
and hybrid meeting from 10-11 AM ET. More details on PFC's Investment Week here.
SVX platform demonstration exclusively for PFC members
(online event)
June 14, 1-2 PM ET
Ahead of this year's Social Finance Forum, PFC and SVX are holding a pre-conference session to explore the wide range of impact investment opportunities in Canada. SVX will provide an overview of its investment platform and share how PFC members can take full advantage of their services. As part of the session, PFC members will receive a special annual subscription offer. More details on PFC's Investment Week here.
Social Finance Forum (online event)
June 15-16 (all day)
Presented by PFC partners - Future of Good and SVX - the Social Finance Forum is offering until May 31 only a special 20% discount to PFC members using the promotional code "pfcmember". More details on PFC's Investment Week here.
Canadian Philanthropic Commitment
on Climate Change
Roundtable Meeting
June 19, 1:30-3:00 PM ET
Join signatories of the Canadian Philanthropy Commitment on Climate Change for a presentation on high-level findings from the first implementation report, and small group discussions around challenges and opportunities in implementing the commitment.
Program & Grant-making Staff Affinity Group
Regular PGSAG Rendez-Vous
June 9, 1:00-2:00 PM ET
Join fellow program and grant-making staff for a fruitful exchange among peers centered around capacity-building.
Communications Affinity Group
Regular monthly meeting
Thursday, June 16 at 1:00 PM ET
Join fellow communicators from across the network to discuss data reporting.
PFC Resources
- PFC Position Brief: Overhauling the T3010
- Reference Documents: JEDI Resources for Foundations
- Funder Cheat Sheet – Sustainable Investing
- Funder Cheat Sheet – Climate Education
Membership News
New Members
- Welcome to the Acorn Seed Foundation, whose mission is to collaborate with communities to build a more resilient, equitable, and just society, with a focus on food security, affordable housing, and social equity.
- Welcome to the Solcz Family Foundation whose mission is to improve the welfare of the Windsor-Essex community in Ontario, with a focus on supporting projects and programs in social services that provide opportunities for children and youth.
New Canadian Philanthropy Commitment to Climate Change signatory
Welcome to the Daymark Foundation as the newest signatory of the Canadian Philanthropy Commitment on Climate Change! Building on the International Commitment, the Canadian Pledge calls on all funders in this land, regardless of their mission, to come together and commit to act on climate change. The Daymark Foundation, which focuses its grants Women’s Mental Health and Bipolar Disorder, did precisely that with their commitment.
Members in the news
- Several PFC members were featured in Le Devoir’s 12-page Special Feature Section on Philanthropy published May 13
- McConnell and Trottier Foundations support decarbonization of Canada's major cities
- The Atkinson Charitable Foundation's historical advocacy role in the affordable housing movement is highlighted by Cathy Crowe, a street nurse in Cities and towns must declare the emergency!
- Several of our members joined a group of 80 Quebec-based signatories to activate a collaborative movement around affordable housing in Agir ensemble pour le logement | La Presse
Member "in memoriam"
- We wish to remember Charles Pascal (April 21, 1944 - April 24, 2023), notable public policy giant and the former Executive Director of the Atkinson Charitable Foundation.
Up-coming Member & Sector Activities
- May 23-25: The Circle’s All My Relations gathering
- May 31: Sexual Orientation Gender Identity (SOGI) Funders’ Affinity Group Meeting – Contact lead
- June 1-2: CFC’s Reconnect Conference - Learn more and register
June 8: Philanthropy Supporting Ukraine (Medical and Health Needs Roundtable series for Philanthropy Supporting Ukraine - Learn more and Register here
Sector Insights
- Read about how more funders are providing general operating support to BIPOC-led organizations, but whether it's enough, in BIPOC Organizations and the Hamster Wheel of Philanthropy (Stanford Social Innovation Review)
- Learn about the present scope and growth of DAFs in Canada, common misconceptions, and suggested improvements, in CAGP's report - "Influence, Affluence and Opportunity: Donor-advised Funds in Canada".
- Read about changing trends in donor gifting through DAFs, and the implications for fundraisers, in 1 in 5 charities received a grant from a DAF in 2021 (Future of Good)
- The Trico Foundation has joined the International Call for Improved Funding Practices - learn more about Catalyst 2030 and Trico Foundation's involvement here.
- Explore disparate possible futures for climate and equity in the coming decade through the Monitor Institute: Climate Scenarios Report | Deloitte US
- Learn Canada's integrated system of wellness hubs in A tale of three wellness hubs: A pan-Canadian integrated youth services movement (The Philanthropist) - Featuring PFC Member Graham Boeckh Foundation
PFC Team Update
- Our regional gatherings in Toronto, Calgary, and Montreal were also moments for colleagues to wish Liza Goulet farewell, after more than 20 years at PFC. Peers shared spoken and written well wishes, and even handed her the keys to Foundation House in Toronto. Join us in wishing Liza all the best as she launches into her new adventures next month.
- Erika Miller, our Program Coordinator, is moving on from coordinating the Canadian Philanthropic Commitment on Climate Change to coordinating the International Philanthropy Commitment on Climate Change at WINGS. We wish her great success.
- As a result, we are seeking a new Programs Coordinator. Thank you for sharing this job posting among your circles.
- We are also pleased to welcome Laetitia Gill, an experienced European philanthropy expert, as a contractual Senior Advisor, Learning and Partnerships.
- Earlier this month, we were delighted to welcome Benoît Charlebois to the team as our Senior Coordinator, Communications and Member Engagement. Previously, he had been with us as our Consultant, Engagement & Communications.
- Meet Michele Fugiel Gartner, PFC-PhiLab’s new Post-Doctoral Fellow in Philanthropy and Public Policy, as she answers colleague Sara Krynitzki's questions regarding her research mandate.
Get in touch!
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