TORONTO, Oct. 16 /CNW/ - Canadian Bill Petruck started FUNDING matters(R)
Inc. (FmI) ten years ago in response to a fundraising industry that was stuck
in the same old traditional ways of raising money. Seeking to shake things up,
Petruck developed innovative new services and methods to help organizations
take their fundraising efforts to greater heights.
"Donors are looking at different ways to be involved and campaign
strategists are evaluating the results of conventional tactics," said Bill
Petruck, President of FUNDING matters Inc. "People are busy, they want to
focus on a few causes that they care about, and they want to make an impact.
As well, they are looking at their charitable contributions as an investment
and are examining organizations in the same way."
"People don't want to be passive about their philanthropy, they want to
roll up their sleeves and get involved. They want to be educated about the
organization's cause and how their contribution will make a difference. They
want be informed of the benefits to them as donors and be engaged in the
process," added Petruck.
"Over the past ten years, we have found Canadians to be increasingly
generous," continued Petruck. "However there are many potential donors with
capacity who may be giving at lower levels today or are being ignored all
together since fundraising professionals aren't involving the whole family in
their legacy planning."
Organizations and donors appear to be taking notice of FmI's impressive
results as FmI has recently secured some major new client wins and
Seneca College has chosen FmI to secure $10 million for the Seneca @
Markham campaign. As Canada's most multicultural post-secondary institutions,
Seneca is poised to be a leader as it celebrates 40 years of academic
Working with the Japanese Canadian Cultural Centre (JCCC) -
www.jccc.on.ca - on their over $13 million Capital Campaign, FmI secured the
landmark contribution of $3 million from Yone Kobayashi. This final phase of
the campaign should culminate in the completion of the largest Japanese
cultural centre outside of Japan in early 2008.
FmI and the Rouge Valley Health System Foundation have been working
together to educate wealth advisors, lawyers and accountants in how to discuss
philanthropy with their clients. The greatest challenge for most personal
advisors is to determine the values and views with respect to tax minimization
and generational wealth transfer. FmI's approach incorporates philanthropy as
a holistic approach to wealth management. Rouge Valley Health System is the
leading health care facility serving the eastern part of the Greater Toronto
Area as well as Ajax and Pickering in Durham Region.
FMI developed the Ukrainian Canadian Care Centre's Home with a Heart
Campaign - www.stdemetrius.ca - that was jump-started with a $1.5 million gift
from philanthropists Ian Ihnatowycz, President and CEO of Acuity Investments
Management Inc. and his wife, optometrist Dr. Marta Witer. This gift is the
largest single donation to a Ukrainian Canadian organization. As well, FmI
secured a $6 million investment from Infrastructure Ontario - the first of its
kind for a long-term care home. On-site counsel supports the broad-based high
profile Campaign Cabinet who is engaging many new major donors to this
important community service. In addition to raising capital and establishing
an endowment fund, FmI is implementing a planned giving program, and is
responsible for communications and annual giving for the Care Centre.
"Fundraising is also about having the right mix of public and private
partnerships and philanthropists," continued Petruck. "Philanthropists,
industry and governments want to know that they are committing to campaigns
that will bring change and organizations that will be successful. And, they
cannot support or commit to funding the whole campaign alone, so these
partnerships are crucial to the mix."
Richmond Hill Centre for the Performing Arts - www.richmondhill.ca -
kicked off its Capital Campaign for the new Yonge Street centre targeted for
Fall 2008 opening with the $1 million contribution of Fred de Gasperis,
subsequently FmI secured a $100,000 commitment from Enbridge for programming
as well as the largest ever grant towards new construction from the government
of Canada through the Cultural Spaces, $2,000,000.00.
In April, the world's leading fashion institutes and designers gathered
at Toronto's Ryerson University for extreme Fashion - The International
Foundation of Fashion Technology Institutes (IFFTI) 2007 conference. Over the
four days, Ryerson's School of Fashion was the fashion centre of the world.
Design educators, trend setters, fashion followers and Ryerson's fashion
students shared, challenged, explored and inspired the fashion and design
industry. Ryerson called on FmI to develop the sponsorship program, secure
major funding from government and industry partners to support the conference.
Several of the major gifts secured for these campaigns used FmI's
Giftabulator - a unique investment tool that illustrates the benefits of asset
based giving. This philanthropic calculator for charitable giving demonstrates
to donors how they can maximize their philanthropic impact while maintaining
their annual income and growing their assets.
About FUNDING matters(R) Inc.
FUNDING matters(R) Inc. - www.fundingmatters.com - is one of the largest
Transformational Philanthropy firms for capital, program and endowment funding
in the philanthropic sector. FUNDING matters Inc. has an unprecedented track
record and solid reputation working with nonprofits, high net worth
individuals and their advisors regarding asset based philanthropy and asset
replacement strategies utilizing our innovative proprietary tool Giftabulator.
Giftabulator(R) - A Complement to Philanthropic Wealth Management
Giftabulator(R) is a powerful software tool for philanthropic advisors of
High Net Worth Individuals. Giftabulator explains the benefits of asset based
giving by efficiently demonstrating wealth replacement strategies.
Giftabulator(R) has the capability of undertaking real time financial and
philanthropic scenarios which can also be adjusted during the presentation to
account for asset size, income, expenditure, inflation, yield, percentage
towards philanthropic giving, securities-based gifts and asset replacement.
It calculates a number of variables, including the clients' assets,
income, expenses, the rate of inflation and yield on assets - and quickly
assesses tax deductions and wealth replacement growth strategies. Essentially,
Giftabulator(R) is a flexible, easy to use, online server-based asset
replacement philanthropic calculator. Giftabulator's(R) patented software
complements the personal financial planning process for individuals, their
advisors and charities.
To learn more about Giftabulator(R) or to download a demo version go to
For further information:
For further information: Victoria Ollers, (416) 822-2288, or
firstname.lastname@example.org; Paul Tyler, (416) 254-0698, or email@example.com