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Kitchener and Waterloo Community Foundation English
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Banff Centre for Management : Planned Giving for Canadian Fundraising Professionals, Barrie, Ont., Oct. 26-30, 1993.

Consists of a photocopy of a conference package with annotations. Includes a list of the Banff Centre Faculty, a list of conference participants, agenda, introduction, assignments and case studies from the conference, and information on : tax aspects; charitable gifts, issues and opportunities; charitable remainder trusts; bequests; life insurance; marketing; planned giving; administration; and ethics and liability issues.

Kitchener and Waterloo Community Foundation

Canadian Association of Gift Planners : "Field of Dreams," Conference '95, Toronto, Ont., April 20-22, 1995 (file 1 of 2).

Contains material relating to the second annual conference of the Canadian Association of Gift Planners, for which Jane Humphries served as a Mentor. Includes memoranda, correspondence to and from Jane Humphries, list of attending delegates, conference package with notes and correspondence inserted.

Kitchener and Waterloo Community Foundation

Canadian Association of Gift Planners : "From here to eternity," Toronto, Ont., April 10-12, 1994.

Contains material relating to the Canadian Association of Gift Planners first annual conference, attended by Jane Humphries. Consist of an annotated conference package containing presentaion texts and handouts, advertising, official receipt and confirmation letter, lists of speakers and delegates.

Kitchener and Waterloo Community Foundation

Canadian Association of Gift Planners : Round Tables of Waterloo-Wellington, Hamilton and London : "Orchestrating Opportunities : a Gift Planning Symposium," Cambridge, Ont., May 16, 1996.

Contains symposium package for a gift planning symposium attended by Jane Humphries. Includes a program, lists of sponsors, presenters, exhibitors, presentation handouts.

Kitchener and Waterloo Community Foundation

Canadian Association of Gift Planners : Waterloo-Wellington Round Table, "Camp-Plan-a-Gift," Waterloo, Ont., May 13, 1997.

Contains a package of material provided to attendees at a seminar on gift planning at which Jane Humphries was a presenter. Includes ephemera, receipt, agenda, notes, photocopied articles, handouts, list of speakers, attendance sheet, program, photocopies of overheads, etc.

Kitchener and Waterloo Community Foundation

Canadian Association of Gift Planners : Waterloo-Wellington Round Table, "Planned giving with Dr. Frank Minton", Waterloo, Ont., May 16, 1995.

Contains material relating to a seminar on planned giving for which Jane Humphries was the workshop chair. Includes membership information, brochures on the Canadian Association of Gift Planners, agenda, evaluation form, notes, biographical summary of presenter, seminar outline and accompanying materials, and Royal Trust information on planned giving.

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : "Building Blocks, Foundations for Vital Communities" : third national conference, Vancouver, B.C., May 19-21, 1994.

Contains material relating to a conference on community foundations at which Jane Humphries was a workshop presenter. Includes participants lists, memoranda, correspondence to and from the Foundation, registration forms, notes, presentation notes on professional advisors, donors and planned giving, and notes on collaboration in Canadian communities.

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : "Celebrating the Common Wealth of Our communities" : fourth national conference, London, Ont., May 23-25, 1996.

Material relating to a conference on community foundations at which Jane Humphries was both a session presenter and moderator. Includes her presentation working notes and drafts "Agency endowment building."

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : "Celebrating the Common Wealth of Our communities" : fourth national conference, London, Ont., May 23-25, 1996 : planning file.

Working file belonging to Jane Humphries who was on the program committee for this conference. Includes a conference registration package, correspondence to the Foundation, memoranda, conference schedule, conference session descriptions, lists of speakers and presenters, form letters, conference program outlines, session overviews, notes, timelines, minutes of the Conference Program Committee, blank session outline sheets, and a conference program.

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : "Community Foundations Stepping Out, Looking Ahead," fifth national conference, Calgary Alta., May 21-24, 1998 (file 1 of 2).

Jane Humphries' file on the Community Foundations of Canada Conference held in Calgary, Alberta, May 21-24, 1998. She was a member of the Conference Planning Committee.

Includes conference registration packages, program outline and conference program, confirmation receipt, flyers, handouts on community foundations, table of contents, registration forms, evaluation of the conference, correspondence to and from the Kitchener and Waterloo Community Foundation, order form for handouts, participant list, round table list, conference notes, working agenda and action sheet, brochures, memoranda, conference planning meeting notes, proposed budget, speaker criteria, conference evaluation summary, conference terms of reference, proposed conference timeline, and contact people with phone numbers.

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : Conference "Positioning for Growth," Calgary, Alberta, May 23, 1998.

Contains material from the Toronto Community Foundation presented at a conference attended by Owen Lackenbauer. Includes a presentation given by Carol Oliver, President and CEO of the Toronto Community Foundation, PowerPoint presentation printouts and reports on the Community Foundation of Greater Toronto, and notes from a presentation on "Growth for rejuvenating and developing community foundations."

Kitchener and Waterloo Community Foundation

Community Foundations of Canada : Regional Meeting for Ontario and Atlantic Canada, Waterloo, Ont., May 14-15, 1995.

Contains one portfolio of material relating to a meeting attended by Jane Humphries. Includes meeting outlines, memoranda, presentation notes, lists of community foundations, meeting program, registration form, participant lists, and community foundation information sharing.

Kitchener and Waterloo Community Foundation

Council on Foundations : 1997 Fall Conference for Community Foundations, Chicago, Ill., Sept. 7-10, 1997.

Contains conference package or "Resource Book" for the Council on Foundations 1997 Fall Conference for Community Foundations held Sept. 7-10, 1997 in Chicago, Ill. Includes a table of contents, agenda, session summaries and background documents.

Kitchener and Waterloo Community Foundation

Council on Foundations : Fall Conference for Community Foundations, Los Angeles, Oct. 6-9, 1993.

Contains conference package for a conference attended by Jane Humphries. Includes registration lists, memoranda, report on the conference, registrant profile, conference agenda, guide to exhibits, presentation notes on community foundation issues, and photocopied articles.

Kitchener and Waterloo Community Foundation

Council on Foundations : "Leadership for Changing Times", eleventh annual Fall conference for community foundations, Arlington, Va., Sept. 27-29, 1995.

Contains conference package for a conference attended by Jane Humphries. Includes presenter lists, sample marketing materials, presentation outlines and notes, marketplace guide, list of exhibitors, a self-study guide for Boards of Trustees, information on other community foundations, photocopied articles, advertisements, and a participant directory.

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

Presentations and Speeches

Series consists of speeches and presentations pertaining to the Kitchener and Waterloo Community Foundation. The material was presented to the Foundation as well as other organizations. Series includes originals and photocopies of speeches and presentations, draft remarks, correspondence, ephemera, agendas, a newsletter, overheads and transparencies.

Kitchener and Waterloo Community Foundation

Newsletters

Series consists of the Kitchener and Waterloo Community Foundation's newsletters. The newsletter was published as "Fall Update" between 1985 and 1999. In 2000 the newsletter was renamed "Encounters" and continued to be published annually in the fall.

Kitchener and Waterloo Community Foundation

Promotion, Ephemera

Series consists of material relating to the promotion of the Kitchener and Waterloo Community Foundation. Includes samples of the Foundation's logo, correspondence, a presentation printout, a Community Foundations of Canada 1994 annual report, promotional outline, ephemera, and "Our Millennium" project posters.

Kitchener and Waterloo Community Foundation

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