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Kitchener and Waterloo Community Foundation fonds. File
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Focus groups.

Contains material relating to focus groups held Dec. 1992 to Feb. 1993 to obtain input on "future planning and feedback on the Foundation's role from donors and friends of the Foundation." Includes discussion summaries, notes on the focus group luncheon, memoranda, a donor group discussion summary (with names of donor participants), and notes from the Board Retreat.

Kitchener and Waterloo Community Foundation

Food Bank

Contains snapshots of unidentified individuals working in a food bank, and portraits of a group of unidentified ballet dancers, and office workers.

Kitchener and Waterloo Community Foundation

Freeport Hospital.

Contains snapshots of an unidenified patient and health care worker from Freeport Hospital for a Kitchener and Waterloo Community Foundation publication [possibly the annual report].

Kitchener and Waterloo Community Foundation

Freeport statements, 1992-1997.

Contains material relating to investment portfolios at Canada Trust for the Kitchener and Waterloo Community Foundation. Includes quarterly investment reports, quarterly statements, and the Foundation's Grand River Hospital Foundation and Freeport Health Centre Trust annual and quarterly statements.

Kitchener and Waterloo Community Foundation

Fundraising : 10th Anniversary Council.

Contains material relating to the Kitchener and Waterloo Community Foundation 10th Anniversary Gala Dinner held June 1, 1994. Includes a program for the celebration, correspondence to and from the Foundation, Gala Dinner seating plan, Gala Dinner invitations, a Mayoral Proclamation to declare June 4th, 1994 as "Community Foundation Week," and minutes of the 10th Anniversary Council meeting. Includes a note inside the folder, "please refer to 10th Anniversary binder, located in Executive Director's bookcase."

Kitchener and Waterloo Community Foundation

Fundraising : 1986-1989.

Contains material relating to fundraising. Includes copies of fundraising form letters sent to individuals, internal list of donors to June 30, 1986, a list of pledges and potential donations from September to December 31, 1987, memoranda, draft form letters, and notes.

Kitchener and Waterloo Community Foundation

Fundraising : 1990 campaign contact lists (file 2 of 2).

Contains material relating to fundraising. Includes notes, presentation transparencies, lists of contacts, a donor recognition list for the K-W Symphony, brochures, correspondence to and from the Kitchener and Waterloo Community Foundation, a list of contributions received by United Way for January 17, 1989, notes, canvasser recruitment information, projected fund growth, fundraising audio-visual script, and canvasser lists.

Kitchener and Waterloo Community Foundation

Fundraising Committee, 1989-1995.

Contains material relating to the Fundraising Committee. Includes agenda, minutes, supporting documents, correspondence and membership information. Includes an inserted files: "DEW's Fundraising, 1986-1991," containing copies of letters for bulk mailings and lists of contributions by canvasser.

Kitchener and Waterloo Community Foundation

Fundraising mailing lists : W.A. Bean.

Contains material relating to Walter Bean's role in fundraising for the Foundation. Includes correspondence to and from him, form letters sent out over his signature, Fund Raising Committee material, targets of the Committee, canvasser lists, donor lists, contact lists and notes.

Kitchener and Waterloo Community Foundation

Gala Dinner.

Working file relating to the Kitchener and Waterloo Community Foundation 10th Anniversary Gala Dinner. Includes invitations to the 1994 Town Meeting, Gala invitations and tickets, invitations and programs, form letters, seating plans, canvassing mailing lists, and a Gala guest list.

Kitchener and Waterloo Community Foundation

General Board information.

Contains material relating to non-profit boards of directors in general: includes information about how boards work, how to evaluate effectiveness, developing job descriptions, recruitment, etc. Includes reports, photocopied articles, emails, newsletters, summary of seminar on "Board members and their CEOs," and a workbook on board development.

Kitchener and Waterloo Community Foundation

George Cluthé Foundation to 1991 (1985-1991).

Contains material relating to the George Cluthé Foundation. Includes financial information and information concerning the disbursements of funds. Includes used cheque book with a record of cheques written, correspondence to the George Cluthé Foundation, current account cheques, statements of investment income, financial statements, Canada Treasury Bills statements, tax return papers, notes, official tax receipts, requests for donations, balance sheets, processed cheques, and bank account statements.

Kitchener and Waterloo Community Foundation

George Cluthé Foundation, 1985-1996.

Contains material relating to the George Cluthé Foundation. Includes official receipts, tax return information, correspondence to the Foundation, portfolio summaries, bank account statements, minutes of the annual meeting of the George Cluthé Foundation, processed cheques, and records of cheques written.

Kitchener and Waterloo Community Foundation

George Cluthé Foundation, 1995.

Contains material relating to the George Cluthé Foundation. Includes a certificate of appreciation from the Alzheimer Assocation of Ontario, correspondence to the George Cluthé Foundation, processed cheques and records of cheques written by the Foundation, portfolio summaries, financial statements, invoices, balance sheets, official receipts, and bank account statements.

Kitchener and Waterloo Community Foundation

Grand River Project Committee (file 1 of 2).

Contains material relating to the Grand River Project Committee.

Includes a news release, a miniature canoe paddle, memoranda, correspondence to and from the Kitchener and Waterloo Community Foundation, a newspaper clipping, Walter Bean Grand River Trail Project business plan and "Peterson Report" summary, agenda and minutes of meetings, newsletters, maps, committee member list, Council recommendations regarding the Grand River Corridor Conservation Plan, overview of the Grand River Project, official receipt from the City of Kitchener, summary and recommendations for future proposals for the Grand River Corridor, and lists of Grand River Trail access nodes and trail segments.

Kitchener and Waterloo Community Foundation

Grants.

Contains snapshots, portraits, and formal group portraits of people associated with the Kitchener and Waterloo Community Foundation and of grant recipients and structures built with grant money. Includes some identifications:

Portraits: William Moeser, E.B. Sims, Ron Sills, Merv Lahn, John S. Acheson, Cecil Cornwell.
Formal group portrait, left to right: Audre Moser, Gerry Moser.

Kitchener and Waterloo Community Foundation

Grants : miscellaneous.

Contains snapshots, portraits, and negatives of organizations given grants by the Kitchener and Waterloo Community Foundation. Includes identifications on verso of some photographs:

Left to right: Walter Bean, Margaret [?].
Left to right: Sandra Margolese, Tammy Correia.
Portrait: David Uffelmann.

Kitchener and Waterloo Community Foundation

Grants Committee.

Contains minutes of and supporting documents for meetings of the Grants Committee. Includes summary of grant applications, minutes for the Grand River Project meeting, and material regarding the "Canada Trust Merv Lahn Community Development Fund."

Kitchener and Waterloo Community Foundation

Grants Committee.

Contains minutes of and supporting documents for meetings of the Grants Committee. Includes grant guidelines, lists of grants given, and assessments of grant applications.

Kitchener and Waterloo Community Foundation

Grants Committee.

Contains minutes of and supporting documents for meetings of the Grants Committee. Includes lists of grants given, a "Grant objectives plan for implementation," and grants recommendations.

Kitchener and Waterloo Community Foundation

Information kit.

File consists of one information kit on KWCF. Includes spiral bound book with examples of donation kinds, pamphlets, information sheets about KWCF, and a cheque requisition form.

Kitchener and Waterloo Community Foundation

Information kit : Walter Bean.

File consists of one information kit given out by KWCF from the time the foundation was started by Water Bean. Includes a folder, brochures, information on KWCF, and two letters mailed out by Walter Bean, one of which is signed by him.

Kitchener and Waterloo Community Foundation

Information requests.

Contains material relating to requests for information about the Kitchener and Waterloo Community Foundation. Includes directory update information for several directories, surveys and questionnaires, memoranda and correspondence to and from the Foundation.

Kitchener and Waterloo Community Foundation

International Plowing Match '95 Grants Committee.

Contains minutes of and supporting documents for meetings of the International Plowing Match '95 Grants Committee. Includes a list of the committee members, a news release, lists of grant recipents, invitation to the Grants Awards Ceremony, and a list of companies requesting grant applications.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes of and supporting documents for meetings of the Investment Committee. Includes quarterly investment report, investment policy, equity lists, and investment operating authorities.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes of and supporting documents for meetings of the Investment Committee. Includes memoranda, investment policies and objectives, correspondence to the Foundation, Community Foundation of Ottawa Carleton policy statements, investment portfolio statements, and quarterly investment reports.

Kitchener and Waterloo Community Foundation

Investment Committee.

Contains minutes and supporting documents of the Investment Committee. Includes policy approval requests, lists of Foundation securities, information relating to a United Way Trust, and lists of investments.

Kitchener and Waterloo Community Foundation

Investment Committee (file 1 of 2).

Contains material relating to the Investment Committee.

Includes agenda, minutes, photocopied articles, quarterly investment reports, correspondence to and from the Foundation, information on the St. Mary's Hospital Foundation investment policy, lists of the St. Mary's Hospital fund securities by maturity, notes, investment guidelines, investment policies and objectives, memoranda, investment fund summaries, information on the Toronto Community Foundation's investment policies, portfolio allocation information, investment report to the United Way, potential shopping lists of equities, daily bond market quotes, guaranteed investment certificate application, long term Canadas LT Securities (1920-1985) graph, and asset listings.

Kitchener and Waterloo Community Foundation

Job description.

Contains material relating to job descriptions for the Foundation. Includes an administrative assistant job description, a list of roles and responsiblities for regional centres, position descriptions for the Hamilton Community Foundation, a summer student job description for the Kitchener and Waterloo Community Foundation, and a resumé of an applicant for the summer student job.

Kitchener and Waterloo Community Foundation

Journeys in Charitable Giving, Cambridge, Ont., Dec. 8, 2000 : professional advisor's information (file 1 of 3).

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."

Kitchener and Waterloo Community Foundation

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