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Journeys in Charitable Giving, Cambridge, Ont., Dec. 8, 2000 : professional advisor's information (file 1 of 3).
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The Kitchener and Waterloo Community Foundation was established in 1984 by a group of citizens in Kitchener and Waterloo, Ontario, led by Walter Bean. It had originally been established as a trust by The Waterloo Trust (now Canada Trust) in August, 1930. "On May 1, 1984 the Ontario Legislature passed an act incorporating the K-W Community Foundation to take over the assets and assume the responsibilities of the original foundation bearing the same name."(KWCF document, May 1, 1985). The Foundation is administered by a board of directors who are responsible for overseeing its policies and practices. Donations to the Foundation are invested, with the income from the funds distributed in the form of grants to community organizations serving a wide range of needs, including cultural, educational, health and community services.
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Contains material relating to the Kitchener and Waterloo Community Foundation's involvement in the "Journeys in Charitable Giving" workshop for professional advisors held in Cambridge, Ont., Dec. 8, 2000.
Includes printouts of PowerPoint presentation slides on charitable giving, notes, address labels, a list of professional advisors, newspaper clippings, photocopied articles, correspondence to and from the Foundation, a list of firms to be contacted, promotional material on ways of giving to the Foundation through financial advisors, emails, forms and workshop handouts, and workshop package for a similar worshop given by the Community Foundation of Ottawa-Carleton in 1999, "Adventures in Charitable Giving."